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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
+6.87%
1 Year Est. Return
+24.19%
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$102M
AUM Growth
–
Cap. Flow
+$98.8M
Cap. Flow
% of AUM
97.03%
Top 10 Holdings %
Top 10 Hldgs %
28.26%
Holding
110
New
110
Increased
–
Reduced
–
Closed
–
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Alphabet (Google) Class C
GOOG
|
+$4.89M |
| 2 |
McKesson
MCK
|
+$3.46M |
| 3 |
TSMC
TSM
|
+$3.14M |
| 4 |
Infosys
INFY
|
+$3.09M |
| 5 |
iShares Floating Rate Bond ETF
FLOT
|
+$3.03M |
Top Sells
No sells this quarter
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Healthcare | 15.63% |
| 2 | Technology | 14.37% |
| 3 | Financials | 13.45% |
| 4 | Communication Services | 11.72% |
| 5 | Consumer Discretionary | 8.64% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
76
First American
FAF
$7.58B
| $438K | 0.43% |
+6,637
| New | +$405K |
|
77
Cognizant
CTSH
$26B
| $435K | 0.43% |
+5,640
| New | +$420K |
|
|
TWN
78
Taiwan Fund
TWN
$527M
| $424K | 0.42% |
+9,659
| New | +$413K |
|
|
BECN
79
DELISTED
Beacon Roofing Supply, Inc.
BECN
| $422K | 0.41% |
+4,879
| New | +$435K |
|
80
Alibaba
BABA
$308B
| $401K | 0.39% |
+3,775
| New | +$309K |
|
81
Cboe Global Markets
CBOE
$29.9B
| $367K | 0.36% |
+1,790
| New | +$352K |
|
|
CVSA
82
Covista Inc
CVSA
$4.8B
| $361K | 0.35% |
+4,785
| New | +$353K |
|
83
Invesco QQQ Trust
QQQ
$484B
| $361K | 0.35% |
+740
| New | +$350K |
|
84
Fidelity National Financial
FNF
$13.5B
| $356K | 0.35% |
+5,733
| New | +$322K |
|
85
DXC Technology
DXC
$1.73B
| $338K | 0.33% |
+16,305
| New | +$325K |
|
86
AllianceBernstein
AB
$3.47B
| $330K | 0.32% |
+9,450
| New | +$323K |
|
|
GF
87
New Germany Fund
GF
$188M
| $320K | 0.31% |
+35,879
| New | +$302K |
|
88
Rio Tinto
RIO
$164B
| $313K | 0.31% |
+4,400
| New | +$283K |
|
89
Vodafone
VOD
$37.4B
| $304K | 0.3% |
+30,357
| New | +$290K |
|
90
Deluxe
DLX
$1.15B
| $285K | 0.28% |
+14,640
| New | +$305K |
|
91
iShares MSCI Italy ETF
EWI
$1.07B
| $281K | 0.28% |
+7,215
| New | +$271K |
|
92
FedEx
FDX
$75.4B
| $276K | 0.27% |
+1,010
| New | +$293K |
|
93
Lowe's Companies
LOW
$125B
| $264K | 0.26% |
+975
| New | +$236K |
|
|
94
Alphabet (Google) Class A
GOOGL
$4.33T
| $259K | 0.25% |
+1,560
| New | +$262K |
|
95
Microsoft
MSFT
$3.71T
| $257K | 0.25% |
+598
| New | +$256K |
|
96
iShares Latin America 40 ETF
ILF
$3.76B
| $226K | 0.22% |
+8,725
| New | +$223K |
|
97
Travelers Companies
TRV
$80.2B
| $226K | 0.22% |
+965
| New | +$213K |
|
98
M&T Bank
MTB
$36.2B
| $223K | 0.22% |
+1,254
| New | +$208K |
|
|
IFN
99
Aberdeen India Fund
IFN
$504M
| $215K | 0.21% |
+11,323
| New | +$207K |
|
100
iShares MSCI Emerging Markets ETF
EEM
$29.5B
| $208K | 0.2% |
+4,544
| New | +$196K |
|
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Hudson Portfolio Management's Q3 2024 Portfolio in Review
Q3 2024 is the first quarter with a 13F filing on record for Hudson Portfolio Management, which disclosed 110 positions worth $102M. Its ten largest holdings account for 28% of the portfolio.
Its largest position is Alphabet (Google) Class C: 28,873 shares worth $4.83M.
By sector, the portfolio is most concentrated in Healthcare at 16% of assets, followed by Technology and Financials.
- Hudson Portfolio Management's largest Q3 2024 buy was Alphabet (Google) Class C: 28,873 shares worth $4.83M.
- Hudson Portfolio Management's ten largest holdings make up 28% of its $102M portfolio in Q3 2024.
- Hudson Portfolio Management disclosed 110 positions in Q3 2024, its first 13F filing on record.
Based on Hudson Portfolio Management's 13F filing for Q3 2024, filed 13 Nov 2024.