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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
+9.13%
1 Year Est. Return
+24.19%
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$113M
AUM Growth
+$5.9M
Cap. Flow
-$2.27M
Cap. Flow %
-2.01%
Top 10 Hldgs %
30.76%
Holding
117
New
5
Increased
13
Reduced
69
Closed
7

Top Buys

Rank Stock Value
1
HON icon
Honeywell
HON
+$881K
2
STIP icon
iShares 0-5 Year TIPS Bond ETF
STIP
+$816K
3
IGSB icon
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
+$521K
4
BBCA icon
JPMorgan BetaBuilders Canada ETF
BBCA
+$361K
5
NVO
Novo Nordisk
NVO
+$317K

Top Sells

Rank Stock Value
1
INTC icon
Intel
INTC
+$671K
2
FLRN icon
State Street SPDR Bloomberg Investment Grade Floating Rate ETF
FLRN
+$620K
3
ORCL icon
Oracle
ORCL
+$487K
4
PRGO icon
Perrigo
PRGO
+$396K
5
MINT icon
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
+$309K

Sector Composition

Rank Sector Weight
1 Healthcare 14.45%
2 Technology 13.05%
3 Financials 12.79%
4 Communication Services 11.51%
5 Consumer Discretionary 6.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
OMC icon
51
Omnicom Group
OMC
$23.4B
$708K 0.63%
8,680
-20
-0.2% -$1.51K
BPOP icon
52
Popular Inc
BPOP
$11.1B
$698K 0.62%
5,495
– –
PYPL icon
53
PayPal
PYPL
$50.5B
$688K 0.61%
10,259
-225
-2% -$15.9K
EEM icon
54
iShares MSCI Emerging Markets ETF
EEM
$29.5B
$680K 0.6%
12,730
+450
+4% +$22.6K
IWM icon
55
iShares Russell 2000 ETF
IWM
$83B
$661K 0.59%
2,731
-230
-8% -$52.8K
IEI icon
56
iShares 3-7 Year Treasury Bond ETF
IEI
$17.8B
$658K 0.58%
5,506
-1,850
-25% -$220K
CAH icon
57
Cardinal Health
CAH
$55.4B
$644K 0.57%
4,101
– –
BABA icon
58
Alibaba
BABA
$308B
$616K 0.55%
3,445
-130
-4% -$17K
TRP icon
59
TC Energy
TRP
$65.9B
$599K 0.53%
11,016
-325
-3% -$16.3K
PLAB icon
60
Photronics
PLAB
$1.93B
$599K 0.53%
26,110
– –
AMZN icon
61
Amazon
AMZN
$2.96T
$590K 0.52%
2,689
-20
-0.7% -$4.53K
LQD icon
62
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
$33B
$580K 0.51%
5,207
+440
+9% +$48.4K
ITW icon
63
Illinois Tool Works
ITW
$84.5B
$567K 0.5%
2,174
– –
UHS icon
64
Universal Health Services
UHS
$10.5B
$556K 0.49%
2,720
-20
-0.7% -$3.6K
WPC icon
65
W.P. Carey
WPC
$16.4B
$552K 0.49%
8,167
– –
JOF
66
Japan Smaller Capitalization Fund
JOF
$350M
$535K 0.47%
50,781
-700
-1% -$7.18K
JAZZ icon
67
Jazz Pharmaceuticals
JAZZ
$16.7B
$534K 0.47%
4,050
-50
-1% -$6K
PRGO icon
68
Perrigo
PRGO
$1.78B
$532K 0.47%
23,909
-16,215
-40% -$396K
SNY icon
69
Sanofi
SNY
$104B
$530K 0.47%
11,225
-300
-3% -$14.5K
CTSH icon
70
Cognizant
CTSH
$26B
$503K 0.45%
7,505
+1,175
+19% +$85K
DLX icon
71
Deluxe
DLX
$1.15B
$490K 0.43%
25,290
+1,425
+6% +$26K
SHV icon
72
iShares 0-1 Year Treasury Bond ETF
SHV
$20.6B
$486K 0.43%
4,400
-1,950
-31% -$215K
LCII icon
73
LCI Industries
LCII
$2.65B
$463K 0.41%
4,971
-50
-1% -$4.99K
TRV icon
74
Travelers Companies
TRV
$80.2B
$451K 0.4%
1,617
– –
TWN
75
Taiwan Fund
TWN
$527M
$450K 0.4%
8,320
-100
-1% -$4.89K
1 2
3
4 5

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Hudson Portfolio Management's Q3 2025 Portfolio in Review

As of Q3 2025, Hudson Portfolio Management held 117 positions worth $113M, up 5.5% from $107M the previous quarter. Its ten largest holdings account for 31% of the portfolio.

Hudson Portfolio Management's Q3 2025 filing shows 5 new, 13 increased, 69 reduced and 7 closed positions. Its largest new stake was Honeywell: 4,217 shares worth $837K. The largest sale was Intel, an estimated $671K.

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

  • Hudson Portfolio Management's largest Q3 2025 buy was Honeywell: 4,217 shares worth $837K.
  • Hudson Portfolio Management added most to iShares 0-5 Year TIPS Bond ETF in Q3 2025, an estimated $816K increase.
  • Hudson Portfolio Management's biggest Q3 2025 reduction was State Street SPDR Bloomberg Investment Grade Floating Rate ETF, cutting an estimated $620K.
  • Hudson Portfolio Management fully exited Intel in Q3 2025, selling an estimated $671K.
  • Hudson Portfolio Management's ten largest holdings make up 31% of its $113M portfolio in Q3 2025.
  • Hudson Portfolio Management opened 5 new positions and closed 7 in Q3 2025.
  • Hudson Portfolio Management's portfolio value rose 5.5% quarter-over-quarter to $113M.

Based on Hudson Portfolio Management's 13F filing for Q3 2025, filed 14 Nov 2025.