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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
+8.8%
1 Year Est. Return
+26.9%
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$132M
AUM Growth
+$13.5M
Cap. Flow
+$5.83M
Cap. Flow %
4.41%
Top 10 Hldgs %
33.08%
Holding
122
New
11
Increased
20
Reduced
54
Closed
5

Top Buys

Rank Stock Value
1
TTE icon
TotalEnergies
TTE
+$2.02M
2
GIB icon
CGI
GIB
+$1.17M
3
SHV icon
iShares 0-1 Year Treasury Bond ETF
SHV
+$1.1M
4
JMTG
JPMorgan Mortgage-Backed Securities ETF
JMTG
+$685K
5
ILF icon
iShares Latin America 40 ETF
ILF
+$571K

Top Sells

Rank Stock Value
1
JOF
Japan Smaller Capitalization Fund
JOF
+$554K
2
GOOG icon
Alphabet (Google) Class C
GOOG
+$486K
3
PLAB icon
Photronics
PLAB
+$446K
4
HON icon
Honeywell
HON
+$444K
5
RIO icon
Rio Tinto
RIO
+$306K

Sector Composition

Rank Sector Weight
1 Miscellaneous 36.4%
2 Technology 14%
3 Healthcare 13.55%
4 Financials 12.29%
5 Communication Services 10.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
MXF
51
Mexico Fund
MXF
$312M
$784K 0.59%
35,868
-171
-0.5% -$3.72K
BPOP icon
52
Popular Inc
BPOP
$10.8B
$761K 0.58%
4,635
-860
-16% -$130K
JAZZ icon
53
Jazz Pharmaceuticals
JAZZ
$15.9B
$752K 0.57%
3,121
-730
-19% -$160K
UTHR icon
54
United Therapeutics
UTHR
$22.1B
$740K 0.56%
1,365
-430
-24% -$242K
LQD icon
55
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
$32.9B
$737K 0.56%
6,756
+929
+16% +$101K
TRP icon
56
TC Energy
TRP
$64.4B
$724K 0.55%
10,916
-100
-0.9% -$6.61K
DLX icon
57
Deluxe
DLX
$1.08B
$696K 0.53%
29,160
– –
IGIB icon
58
iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB
$18.7B
$696K 0.53%
13,090
– –
AIQ icon
59
Global X Artificial Intelligence & Technology ETF
AIQ
$10.2B
$694K 0.52%
10,576
+400
+4% +$23.9K
MDT icon
60
Medtronic
MDT
$117B
$693K 0.52%
8,855
– –
OMC icon
61
Omnicom Group
OMC
$24.2B
$685K 0.52%
9,410
-60
-0.6% -$4.52K
CHRW icon
62
C.H. Robinson
CHRW
$17.6B
$668K 0.5%
3,545
– –
PBR icon
63
Petrobras
PBR
$119B
$644K 0.49%
39,850
– –
AMZN icon
64
Amazon
AMZN
$2.87T
$641K 0.48%
2,689
– –
CI icon
65
Cigna
CI
$73.7B
$637K 0.48%
2,312
– –
TWN
66
Taiwan Fund
TWN
$588M
$625K 0.47%
6,494
-1,826
-22% -$164K
MELI icon
67
Mercado Libre
MELI
$99.7B
$614K 0.46%
362
– –
T icon
68
AT&T
T
$178B
$604K 0.46%
29,181
-72
-0.2% -$1.79K
ITW icon
69
Illinois Tool Works
ITW
$79.8B
$585K 0.44%
2,164
-10
-0.5% -$2.6K
WPC icon
70
W.P. Carey
WPC
$16.1B
$558K 0.42%
7,807
-60
-0.8% -$4.4K
TRV icon
71
Travelers Companies
TRV
$77.2B
$531K 0.4%
1,607
-10
-0.6% -$3.03K
LCII icon
72
LCI Industries
LCII
$2.5B
$521K 0.39%
4,916
-20
-0.4% -$2.2K
PLAB icon
73
Photronics
PLAB
$1.64B
$500K 0.38%
15,370
-10,540
-41% -$446K
SNY icon
74
Sanofi
SNY
$107B
$479K 0.36%
11,225
– –
SON icon
75
Sonoco
SON
$5.58B
$468K 0.35%
8,305
+500
+6% +$25.6K
1 2
3
4 5

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Hudson Portfolio Management's Q2 2026 Portfolio in Review

As of Q2 2026, Hudson Portfolio Management held 122 positions worth $132M, up 11% from $119M the previous quarter. Its ten largest holdings account for 33% of the portfolio.

Hudson Portfolio Management deployed $5.83M of net new capital in Q2 2026, opening 11 new positions and adding to 20 existing holdings. Its largest new stake was TotalEnergies: 22,888 shares worth $1.78M.

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

On the sell side, the largest reduction was Alphabet (Google) Class C, an estimated $486K trimmed.

  • Hudson Portfolio Management's largest Q2 2026 buy was TotalEnergies: 22,888 shares worth $1.78M.
  • Hudson Portfolio Management added most to iShares 0-1 Year Treasury Bond ETF in Q2 2026, an estimated $1.1M increase.
  • Hudson Portfolio Management's biggest Q2 2026 reduction was Alphabet (Google) Class C, cutting an estimated $486K.
  • Hudson Portfolio Management fully exited Japan Smaller Capitalization Fund in Q2 2026, selling an estimated $554K.
  • Hudson Portfolio Management's ten largest holdings make up 33% of its $132M portfolio in Q2 2026.
  • Hudson Portfolio Management opened 11 new positions and closed 5 in Q2 2026.
  • Hudson Portfolio Management's portfolio value rose 11% quarter-over-quarter to $132M.

Based on Hudson Portfolio Management's 13F filing for Q2 2026, filed 12 Aug 2026.