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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
+5.11%
1 Year Est. Return
+24.19%
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$116M
AUM Growth
+$3.27M
Cap. Flow
-$1.15M
Cap. Flow %
-0.99%
Top 10 Hldgs %
31.77%
Holding
113
New
3
Increased
23
Reduced
36
Closed
5

Top Buys

Rank Stock Value
1
SHV icon
iShares 0-1 Year Treasury Bond ETF
SHV
+$950K
2
EWJ icon
iShares MSCI Japan ETF
EWJ
+$614K
3
IGSB icon
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
+$549K
4
JMTG
JPMorgan Mortgage-Backed Securities ETF
JMTG
+$548K
5
IEI icon
iShares 3-7 Year Treasury Bond ETF
IEI
+$338K

Top Sells

Rank Stock Value
1
TTE icon
TotalEnergies
TTE
+$1.37M
2
GOOG icon
Alphabet (Google) Class C
GOOG
+$904K
3
FLOT icon
iShares Floating Rate Bond ETF
FLOT
+$837K
4
PRGO icon
Perrigo
PRGO
+$532K
5
VST icon
Vistra
VST
+$289K

Sector Composition

Rank Sector Weight
1 Healthcare 14.53%
2 Technology 13.04%
3 Financials 12.59%
4 Communication Services 11.78%
5 Consumer Discretionary 6.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
CAH icon
51
Cardinal Health
CAH
$55.4B
$745K 0.64%
3,626
-475
-12% -$89.4K
MELI icon
52
Mercado Libre
MELI
$92.3B
$729K 0.63%
362
– –
T icon
53
AT&T
T
$163B
$727K 0.63%
29,253
– –
MXF
54
Mexico Fund
MXF
$315M
$726K 0.63%
36,039
– –
IGIB icon
55
iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB
$18.6B
$705K 0.61%
13,090
– –
BPOP icon
56
Popular Inc
BPOP
$11.1B
$684K 0.59%
5,495
– –
JAZZ icon
57
Jazz Pharmaceuticals
JAZZ
$16.7B
$683K 0.59%
4,020
-30
-0.7% -$4.6K
CTSH icon
58
Cognizant
CTSH
$26B
$679K 0.58%
8,175
+670
+9% +$50.1K
IWM icon
59
iShares Russell 2000 ETF
IWM
$83B
$650K 0.56%
2,640
-91
-3% -$22.4K
AMZN icon
60
Amazon
AMZN
$2.96T
$621K 0.53%
2,689
– –
LQD icon
61
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
$33B
$616K 0.53%
5,587
+380
+7% +$42.2K
TRP icon
62
TC Energy
TRP
$65.9B
$606K 0.52%
11,016
– –
LCII icon
63
LCI Industries
LCII
$2.65B
$599K 0.52%
4,936
-35
-0.7% -$3.72K
DLX icon
64
Deluxe
DLX
$1.15B
$594K 0.51%
26,590
+1,300
+5% +$26.2K
UHS icon
65
Universal Health Services
UHS
$10.5B
$593K 0.51%
2,720
– –
PYPL icon
66
PayPal
PYPL
$50.5B
$582K 0.5%
9,975
-284
-3% -$18.4K
JOF
67
Japan Smaller Capitalization Fund
JOF
$350M
$563K 0.48%
50,781
– –
JMTG
68
JPMorgan Mortgage-Backed Securities ETF
JMTG
$6.81B
$547K 0.47%
+10,715
New +$548K
SNY icon
69
Sanofi
SNY
$104B
$544K 0.47%
11,225
– –
ITW icon
70
Illinois Tool Works
ITW
$85.3B
$535K 0.46%
2,174
– –
CI icon
71
Cigna
CI
$74.6B
$534K 0.46%
1,942
+530
+38% +$149K
WPC icon
72
W.P. Carey
WPC
$16.4B
$506K 0.44%
7,867
-300
-4% -$20K
PBR icon
73
Petrobras
PBR
$116B
$470K 0.4%
39,650
+8,400
+27% +$103K
TRV icon
74
Travelers Companies
TRV
$80.2B
$469K 0.4%
1,617
– –
BABA icon
75
Alibaba
BABA
$308B
$457K 0.39%
3,120
-325
-9% -$52.9K
1 2
3
4 5

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Hudson Portfolio Management's Q4 2025 Portfolio in Review

As of Q4 2025, Hudson Portfolio Management held 113 positions worth $116M, up 2.9% from $113M the previous quarter. Its ten largest holdings account for 32% of the portfolio.

Hudson Portfolio Management's Q4 2025 filing shows 3 new, 23 increased, 36 reduced and 5 closed positions. Its largest new stake was JPMorgan Mortgage-Backed Securities ETF: 10,715 shares worth $547K. The largest sale was TotalEnergies, an estimated $1.37M.

By sector, the portfolio is most concentrated in Healthcare at 15% of assets, up from 14% a quarter earlier, followed by Technology and Financials.

  • Hudson Portfolio Management's largest Q4 2025 buy was JPMorgan Mortgage-Backed Securities ETF: 10,715 shares worth $547K.
  • Hudson Portfolio Management added most to iShares 0-1 Year Treasury Bond ETF in Q4 2025, an estimated $950K increase.
  • Hudson Portfolio Management's biggest Q4 2025 reduction was Alphabet (Google) Class C, cutting an estimated $904K.
  • Hudson Portfolio Management fully exited TotalEnergies in Q4 2025, selling an estimated $1.37M.
  • Hudson Portfolio Management's ten largest holdings make up 32% of its $116M portfolio in Q4 2025.
  • Hudson Portfolio Management opened 3 new positions and closed 5 in Q4 2025.
  • Hudson Portfolio Management's portfolio value rose 2.9% quarter-over-quarter to $116M.

Based on Hudson Portfolio Management's 13F filing for Q4 2025, filed 13 Feb 2026.