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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
CAH icon
51
Cardinal Health
CAH
$56.4B
$689K 0.64%
4,101
-3,270
-44% -$485K
INTC icon
52
Intel
INTC
$502B
$671K 0.63%
29,946
-4,916
-14% -$102K
MXF
53
Mexico Fund
MXF
$314M
$642K 0.6%
36,539
-1,300
-3% -$20.7K
IWM icon
54
iShares Russell 2000 ETF
IWM
$82.7B
$639K 0.6%
2,961
-67
-2% -$13.5K
UTHR icon
55
United Therapeutics
UTHR
$22B
$635K 0.59%
2,210
-35
-2% -$10.5K
OMC icon
56
Omnicom Group
OMC
$22.8B
$626K 0.59%
8,700
– –
CHRW icon
57
C.H. Robinson
CHRW
$17.6B
$618K 0.58%
6,440
-185
-3% -$17.3K
BPOP icon
58
Popular Inc
BPOP
$11.3B
$606K 0.57%
5,495
-200
-4% -$19.8K
AMZN icon
59
Amazon
AMZN
$2.95T
$594K 0.56%
2,709
– –
EEM icon
60
iShares MSCI Emerging Markets ETF
EEM
$29.3B
$592K 0.55%
12,280
+200
+2% +$8.99K
SNY icon
61
Sanofi
SNY
$105B
$557K 0.52%
11,525
-200
-2% -$10.2K
TRP icon
62
TC Energy
TRP
$66.9B
$553K 0.52%
11,341
-275
-2% -$13.5K
ITW icon
63
Illinois Tool Works
ITW
$86B
$538K 0.5%
2,174
-10
-0.5% -$2.42K
LQD icon
64
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
$32.9B
$523K 0.49%
4,767
+765
+19% +$82.1K
WPC icon
65
W.P. Carey
WPC
$16.5B
$509K 0.48%
8,167
– –
VST icon
66
Vistra
VST
$47.4B
$502K 0.47%
2,590
-1,160
-31% -$172K
CI icon
67
Cigna
CI
$71.7B
$500K 0.47%
1,512
-20
-1% -$6.45K
UHS icon
68
Universal Health Services
UHS
$10.5B
$496K 0.46%
2,740
-40
-1% -$7.22K
JOF
69
Japan Smaller Capitalization Fund
JOF
$346M
$496K 0.46%
51,481
-1,500
-3% -$13.5K
CTSH icon
70
Cognizant
CTSH
$24.7B
$494K 0.46%
6,330
+725
+13% +$55.6K
PLAB icon
71
Photronics
PLAB
$1.89B
$492K 0.46%
26,110
– –
LCII icon
72
LCI Industries
LCII
$2.59B
$458K 0.43%
5,021
-80
-2% -$6.82K
SLYG icon
73
State Street SPDR S&P 600 Small Cap Growth ETF
SLYG
$5.22B
$445K 0.42%
5,015
-280
-5% -$23.4K
JAZZ icon
74
Jazz Pharmaceuticals
JAZZ
$17B
$435K 0.41%
4,100
-55
-1% -$5.97K
XLF icon
75
State Street Financial Select Sector SPDR ETF
XLF
$58.6B
$434K 0.41%
8,289
+275
+3% +$13.6K
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.