We are live on ! Find out more
HPM

Hudson Portfolio Management Portfolio holdings

AUM $119M
1-Year Est. Return 24.19%
This Fund
S&P 500
This Quarter Est. Return
-1.15%
1 Year Est. Return
+24.19%
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$102M
AUM Growth
+$168K
Cap. Flow
+$2.6M
Cap. Flow %
2.55%
Top 10 Hldgs %
29.64%
Holding
115
New
5
Increased
20
Reduced
68
Closed
2

Top Buys

Rank Stock Value
1
MINT icon
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
+$979K
2
BBCA icon
JPMorgan BetaBuilders Canada ETF
BBCA
+$772K
3
SHV icon
iShares 0-1 Year Treasury Bond ETF
SHV
+$634K
4
IGIB icon
iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB
+$574K
5
IEI icon
iShares 3-7 Year Treasury Bond ETF
IEI
+$470K

Top Sells

Rank Stock Value
1
VST icon
Vistra
VST
+$575K
2
ORCL icon
Oracle
ORCL
+$548K
3
INTC icon
Intel
INTC
+$327K
4
IP icon
International Paper
IP
+$300K
5
ILF icon
iShares Latin America 40 ETF
ILF
+$226K

Sector Composition

Rank Sector Weight
1 Healthcare 14.62%
2 Technology 13.5%
3 Financials 13.13%
4 Communication Services 12.06%
5 Consumer Discretionary 7.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
T icon
51
AT&T
T
$163B
$707K 0.69%
31,029
-478
-2% -$10.8K
IWM icon
52
iShares Russell 2000 ETF
IWM
$83B
$696K 0.68%
3,148
+531
+20% +$121K
CHRW icon
53
C.H. Robinson
CHRW
$17.6B
$694K 0.68%
6,715
-180
-3% -$19.4K
SHV icon
54
iShares 0-1 Year Treasury Bond ETF
SHV
$20.6B
$633K 0.62%
+5,750
New +$634K
MELI icon
55
Mercado Libre
MELI
$92.1B
$624K 0.61%
367
– –
PLAB icon
56
Photronics
PLAB
$1.92B
$620K 0.61%
26,310
-400
-1% -$9.79K
AMZN icon
57
Amazon
AMZN
$2.96T
$610K 0.6%
2,779
– –
SNY icon
58
Sanofi
SNY
$104B
$580K 0.57%
12,025
-325
-3% -$16.5K
TRP icon
59
TC Energy
TRP
$66.1B
$556K 0.54%
11,941
-205
-2% -$9.7K
BPOP icon
60
Popular Inc
BPOP
$11.1B
$547K 0.54%
5,815
– –
LCII icon
61
LCI Industries
LCII
$2.65B
$544K 0.53%
5,261
-30
-0.6% -$3.46K
OLN icon
62
Olin
OLN
$2.14B
$535K 0.52%
15,830
-795
-5% -$33.2K
MXF
63
Mexico Fund
MXF
$317M
$518K 0.51%
39,272
-1,025
-3% -$14.4K
JAZZ icon
64
Jazz Pharmaceuticals
JAZZ
$16.7B
$512K 0.5%
4,155
-98
-2% -$11.6K
UHS icon
65
Universal Health Services
UHS
$10.5B
$508K 0.5%
2,831
– –
WGO icon
66
Winnebago Industries
WGO
$913M
$504K 0.49%
10,540
-150
-1% -$8.5K
SLYG icon
67
State Street SPDR S&P 600 Small Cap Growth ETF
SLYG
$5.21B
$492K 0.48%
5,440
+182
+3% +$17.2K
MDT icon
68
Medtronic
MDT
$111B
$482K 0.47%
6,040
– –
BECN
69
DELISTED
Beacon Roofing Supply, Inc.
BECN
$481K 0.47%
4,734
-145
-3% -$14.6K
WPP icon
70
WPP
WPP
$5.96B
$457K 0.45%
8,885
– –
WPC icon
71
W.P. Carey
WPC
$16.4B
$445K 0.44%
8,167
-1,565
-16% -$89.2K
DLX icon
72
Deluxe
DLX
$1.15B
$441K 0.43%
19,540
+4,900
+33% +$105K
CTSH icon
73
Cognizant
CTSH
$26.2B
$434K 0.43%
5,640
– –
EEM icon
74
iShares MSCI Emerging Markets ETF
EEM
$29.5B
$429K 0.42%
10,260
+5,716
+126% +$253K
LQD icon
75
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
$33B
$424K 0.42%
3,966
– –
1 2
3
4 5

Similar funds

WKSWA
White Knight Strategic Wealth Advisors Princeton, New Jersey $119M AUM 24.94% 1-Year Est. Return
TCM
Tao Capital Management San Francisco, California $119M AUM 87.46% 1-Year Est. Return
KL
Keenan LLC Boston, Massachusetts $119M AUM
VA
Valor Advisors Miami, Florida $119M AUM
SKK
Shepherd Kaplan Krochuk Boston, Massachusetts $119M AUM 8.32% 1-Year Est. Return
SPW
Stillwater Private Wealth Glen Mills, Pennsylvania $118M AUM
IVGAI
Index Venture Growth Associates III St. Helier, Channel Islands, Jersey $118M AUM 64.91% 1-Year Est. Return
OIM
Oceanic Investment Management Douglas, Isle Of Man $118M AUM

Hudson Portfolio Management's Q4 2024 Portfolio in Review

As of Q4 2024, Hudson Portfolio Management held 115 positions worth $102M, up 0.16% from $102M the previous quarter. Its ten largest holdings account for 30% of the portfolio.

Hudson Portfolio Management's Q4 2024 filing shows 5 new, 20 increased, 68 reduced and 2 closed positions. Its largest new stake was JPMorgan BetaBuilders Canada ETF: 10,600 shares worth $748K. The largest sale was Vistra, an estimated $575K.

By sector, the portfolio is most concentrated in Healthcare at 15% of assets, down from 16% a quarter earlier, followed by Technology and Financials.

  • Hudson Portfolio Management's largest Q4 2024 buy was JPMorgan BetaBuilders Canada ETF: 10,600 shares worth $748K.
  • Hudson Portfolio Management added most to PIMCO Enhanced Short Maturity Active Exchange-Traded Fund in Q4 2024, an estimated $979K increase.
  • Hudson Portfolio Management's biggest Q4 2024 reduction was Vistra, cutting an estimated $575K.
  • Hudson Portfolio Management fully exited iShares Latin America 40 ETF in Q4 2024, selling an estimated $226K.
  • Hudson Portfolio Management's ten largest holdings make up 30% of its $102M portfolio in Q4 2024.
  • Hudson Portfolio Management opened 5 new positions and closed 2 in Q4 2024.
  • Hudson Portfolio Management's portfolio value rose 0.16% quarter-over-quarter to $102M.

Based on Hudson Portfolio Management's 13F filing for Q4 2024, filed 13 Feb 2025.