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HPM

Hudson Portfolio Management Portfolio holdings

AUM $132M
1-Year Est. Return 26.9%
This Fund
S&P 500
This Quarter Est. Return
+1.69%
1 Year Est. Return
+26.9%
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$119M
AUM Growth
+$2.57M
Cap. Flow
+$2.19M
Cap. Flow %
1.84%
Top 10 Hldgs %
31.6%
Holding
113
New
5
Increased
21
Reduced
28
Closed
2

Top Buys

Rank Stock Value
1
SHV icon
iShares 0-1 Year Treasury Bond ETF
SHV
+$589K
2
MSFT icon
Microsoft
MSFT
+$407K
3
SON icon
Sonoco
SON
+$402K
4
JMTG
JPMorgan Mortgage-Backed Securities ETF
JMTG
+$395K
5
TLTD icon
Northern Trust Morningstar Developed Markets ex-US Factor Tilt ETF
TLTD
+$395K

Top Sells

Rank Stock Value
1
CHRW icon
C.H. Robinson
CHRW
+$301K
2
KMI icon
Kinder Morgan
KMI
+$276K
3
NVO
Novo Nordisk
NVO
+$276K
4
TSM icon
TSMC
TSM
+$238K
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$213K

Sector Composition

Rank Sector Weight
1 Miscellaneous 35.54%
2 Healthcare 14.41%
3 Technology 12.74%
4 Financials 11.73%
5 Communication Services 10.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
JNJ icon
26
Johnson & Johnson
JNJ
$646B
$1.47M 1.24%
6,018
-315
-5% -$73.4K
EFA icon
27
iShares MSCI EAFE ETF
EFA
$79.6B
$1.42M 1.19%
14,594
– –
QSR icon
28
Restaurant Brands International
QSR
$27.3B
$1.4M 1.18%
18,902
-40
-0.2% -$2.81K
FLRN icon
29
State Street SPDR Bloomberg Investment Grade Floating Rate ETF
FLRN
$2.92B
$1.34M 1.13%
43,445
-350
-0.8% -$10.8K
AMGN icon
30
Amgen
AMGN
$234B
$1.33M 1.12%
3,793
– –
HMC icon
31
Honda
HMC
$41.3B
$1.16M 0.98%
47,640
– –
ALKS icon
32
Alkermes
ALKS
$7.95B
$1.14M 0.96%
32,235
-1,270
-4% -$39.4K
CMCSA icon
33
Comcast
CMCSA
$96B
$1.14M 0.96%
39,605
-250
-0.6% -$7.48K
ORCL icon
34
Oracle
ORCL
$435B
$1.13M 0.95%
7,679
– –
MSFT icon
35
Microsoft
MSFT
$3.81T
$1.13M 0.95%
3,044
+973
+47% +$407K
RTX icon
36
RTX Corp
RTX
$285B
$1.12M 0.94%
5,781
-258
-4% -$51.3K
TM icon
37
Toyota
TM
$230B
$1.11M 0.94%
5,405
– –
IYW icon
38
iShares US Technology ETF
IYW
$25.3B
$1.11M 0.93%
6,100
– –
SHEL icon
39
Shell
SHEL
$250B
$1.07M 0.9%
11,472
– –
UTHR icon
40
United Therapeutics
UTHR
$22.1B
$1.06M 0.9%
1,795
-315
-15% -$157K
PLAB icon
41
Photronics
PLAB
$1.64B
$1.05M 0.88%
25,910
-200
-0.8% -$7.23K
IEI icon
42
iShares 3-7 Year Treasury Bond ETF
IEI
$17.7B
$988K 0.83%
8,331
– –
EEM icon
43
iShares MSCI Emerging Markets ETF
EEM
$31.2B
$981K 0.83%
17,270
+300
+2% +$17.6K
GSK icon
44
GSK
GSK
$102B
$951K 0.8%
17,234
-1,728
-9% -$93.6K
JMTG
45
JPMorgan Mortgage-Backed Securities ETF
JMTG
$6.89B
$940K 0.79%
18,425
+7,710
+72% +$395K
NXST icon
46
Nexstar Media Group
NXST
$5.65B
$910K 0.77%
5,032
-130
-3% -$29.1K
HON icon
47
Honeywell
HON
$68.9B
$898K 0.76%
3,975
– –
T icon
48
AT&T
T
$178B
$848K 0.71%
29,253
– –
PBR icon
49
Petrobras
PBR
$119B
$827K 0.7%
39,850
+200
+0.5% +$3.2K
DLX icon
50
Deluxe
DLX
$1.08B
$803K 0.68%
29,160
+2,570
+10% +$67.2K
1
2
3 4 5

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Hudson Portfolio Management's Q1 2026 Portfolio in Review

As of Q1 2026, Hudson Portfolio Management held 113 positions worth $119M, up 2.2% from $116M the previous quarter. Its ten largest holdings account for 32% of the portfolio.

Hudson Portfolio Management's Q1 2026 filing shows 5 new, 21 increased, 28 reduced and 2 closed positions. Its largest new stake was Sonoco: 7,805 shares worth $422K. The largest sale was C.H. Robinson, an estimated $301K.

By sector, the portfolio is most concentrated in Miscellaneous at 36% of assets, up from 34% a quarter earlier, followed by Healthcare and Technology.

  • Hudson Portfolio Management's largest Q1 2026 buy was Sonoco: 7,805 shares worth $422K.
  • Hudson Portfolio Management added most to iShares 0-1 Year Treasury Bond ETF in Q1 2026, an estimated $589K increase.
  • Hudson Portfolio Management's biggest Q1 2026 reduction was C.H. Robinson, cutting an estimated $301K.
  • Hudson Portfolio Management fully exited Novo Nordisk in Q1 2026, selling an estimated $276K.
  • Hudson Portfolio Management's ten largest holdings make up 32% of its $119M portfolio in Q1 2026.
  • Hudson Portfolio Management opened 5 new positions and closed 2 in Q1 2026.
  • Hudson Portfolio Management's portfolio value rose 2.2% quarter-over-quarter to $119M.

Based on Hudson Portfolio Management's 13F filing for Q1 2026, filed 14 May 2026.