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HPM

Hudson Portfolio Management Portfolio holdings

AUM $119M
1-Year Est. Return 24.19%
This Fund
S&P 500
This Quarter Est. Return
+6.48%
1 Year Est. Return
+24.19%
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$107M
AUM Growth
+$2.82M
Cap. Flow
-$2.19M
Cap. Flow %
-2.05%
Top 10 Hldgs %
29.03%
Holding
115
New
2
Increased
18
Reduced
70
Closed
3

Top Buys

Rank Stock Value
1
ACN icon
Accenture
ACN
+$204K
2
ILF icon
iShares Latin America 40 ETF
ILF
+$201K
3
IGSB icon
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
+$157K
4
MSFT icon
Microsoft
MSFT
+$146K
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$136K

Top Sells

Rank Stock Value
1
CAH icon
Cardinal Health
CAH
+$485K
2
MINT icon
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
+$385K
3
SIRI icon
SiriusXM
SIRI
+$286K
4
IGIB icon
iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB
+$282K
5
MCK icon
McKesson
MCK
+$237K

Sector Composition

Rank Sector Weight
1 Healthcare 14.32%
2 Technology 13.71%
3 Financials 13.21%
4 Communication Services 10.81%
5 Consumer Discretionary 6.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
TTE icon
26
TotalEnergies
TTE
$189B
$1.43M 1.33%
23,238
-650
-3% -$38.6K
HMC icon
27
Honda
HMC
$39.1B
$1.41M 1.31%
48,765
-1,075
-2% -$31.3K
SCZ icon
28
iShares MSCI EAFE Small-Cap ETF
SCZ
$13.5B
$1.4M 1.31%
19,320
-700
-3% -$47.4K
QSR icon
29
Restaurant Brands International
QSR
$25.6B
$1.26M 1.18%
19,042
-100
-0.5% -$6.68K
EFA icon
30
iShares MSCI EAFE ETF
EFA
$79.3B
$1.22M 1.14%
13,638
+1,595
+13% +$136K
IYW icon
31
iShares US Technology ETF
IYW
$25.1B
$1.17M 1.09%
6,730
-225
-3% -$34.1K
ALKS icon
32
Alkermes
ALKS
$8.33B
$1.08M 1.01%
37,775
-2,440
-6% -$72.6K
AMGN icon
33
Amgen
AMGN
$210B
$1.07M 1%
3,843
-75
-2% -$21.2K
PRGO icon
34
Perrigo
PRGO
$1.49B
$1.07M 1%
40,124
-700
-2% -$18.3K
BBCA icon
35
JPMorgan BetaBuilders Canada ETF
BBCA
$11B
$1.07M 1%
13,208
-150
-1% -$11.4K
MSFT icon
36
Microsoft
MSFT
$3.66T
$1.06M 0.99%
2,136
+336
+19% +$146K
RTX icon
37
RTX Corp
RTX
$294B
$1.01M 0.94%
6,889
-130
-2% -$17.3K
NXST icon
38
Nexstar Media Group
NXST
$5.99B
$981K 0.92%
5,672
-25
-0.4% -$4.1K
JNJ icon
39
Johnson & Johnson
JNJ
$614B
$980K 0.92%
6,413
-200
-3% -$30.7K
MELI icon
40
Mercado Libre
MELI
$95.7B
$954K 0.89%
365
-2
-0.5% -$4.67K
TM icon
41
Toyota
TM
$224B
$940K 0.88%
5,455
+230
+4% +$41.6K
IGIB icon
42
iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB
$18.6B
$900K 0.84%
16,890
-5,400
-24% -$282K
IEI icon
43
iShares 3-7 Year Treasury Bond ETF
IEI
$17.8B
$876K 0.82%
7,356
-1,000
-12% -$118K
T icon
44
AT&T
T
$160B
$851K 0.8%
29,417
-425
-1% -$11.7K
SHEL icon
45
Shell
SHEL
$249B
$822K 0.77%
11,672
-100
-0.8% -$6.7K
ALLY icon
46
Ally Financial
ALLY
$13.7B
$804K 0.75%
20,639
-600
-3% -$20.8K
GSK icon
47
GSK
GSK
$103B
$793K 0.74%
20,644
-320
-2% -$12.2K
PYPL icon
48
PayPal
PYPL
$50.1B
$779K 0.73%
10,484
-200
-2% -$13.7K
MDT icon
49
Medtronic
MDT
$110B
$764K 0.71%
8,760
+1,090
+14% +$92.4K
SHV icon
50
iShares 0-1 Year Treasury Bond ETF
SHV
$20.6B
$701K 0.66%
6,350
+1,000
+19% +$110K
1
2
3 4 5

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Hudson Portfolio Management's Q2 2025 Portfolio in Review

As of Q2 2025, Hudson Portfolio Management held 115 positions worth $107M, up 2.7% from $104M the previous quarter. Its ten largest holdings account for 29% of the portfolio.

Trading was light in Q2 2025: portfolio turnover was 4.3%. Hudson Portfolio Management opened 2 new positions and exited 3, leaving the 115-position portfolio largely intact.

By sector, the portfolio is most concentrated in Healthcare at 14% of assets, down from 16% a quarter earlier, followed by Technology and Financials.

  • Hudson Portfolio Management's largest Q2 2025 buy was Accenture: 671 shares worth $201K.
  • Hudson Portfolio Management added most to iShares 1-5 Year Investment Grade Corporate Bond ETF in Q2 2025, an estimated $157K increase.
  • Hudson Portfolio Management's biggest Q2 2025 reduction was Cardinal Health, cutting an estimated $485K.
  • Hudson Portfolio Management fully exited SiriusXM in Q2 2025, selling an estimated $286K.
  • Hudson Portfolio Management's ten largest holdings make up 29% of its $107M portfolio in Q2 2025.
  • Hudson Portfolio Management opened 2 new positions and closed 3 in Q2 2025.
  • Hudson Portfolio Management's portfolio value rose 2.7% quarter-over-quarter to $107M.

Based on Hudson Portfolio Management's 13F filing for Q2 2025, filed 13 Aug 2025.