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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
TRV icon
76
Travelers Companies
TRV
$80.5B
$433K 0.4%
1,617
– –
EEFT icon
77
Euronet Worldwide
EEFT
$2.73B
$406K 0.38%
4,005
-105
-3% -$10.9K
BABA icon
78
Alibaba
BABA
$304B
$405K 0.38%
3,575
– –
QQQ icon
79
Invesco QQQ Trust
QQQ
$479B
$392K 0.37%
710
-5
-0.7% -$2.49K
GF
80
New Germany Fund
GF
$188M
$390K 0.36%
32,690
-456
-1% -$4.95K
FAF icon
81
First American
FAF
$7.67B
$390K 0.36%
6,352
-125
-2% -$7.42K
AB icon
82
AllianceBernstein
AB
$3.47B
$386K 0.36%
9,450
– –
DLX icon
83
Deluxe
DLX
$1.19B
$380K 0.36%
23,865
+4,475
+23% +$67.4K
TWN
84
Taiwan Fund
TWN
$518M
$377K 0.35%
8,420
-400
-5% -$14.4K
QRVO icon
85
Qorvo
QRVO
$8.41B
$372K 0.35%
4,384
-40
-0.9% -$2.89K
EWI icon
86
iShares MSCI Italy ETF
EWI
$1.07B
$351K 0.33%
7,300
– –
VOD icon
87
Vodafone
VOD
$37B
$319K 0.3%
29,957
– –
OLN icon
88
Olin
OLN
$2.14B
$309K 0.29%
15,370
-210
-1% -$4.36K
WPP icon
89
WPP
WPP
$5.6B
$302K 0.28%
8,635
– –
FNF icon
90
Fidelity National Financial
FNF
$14.1B
$301K 0.28%
5,373
– –
WGO icon
91
Winnebago Industries
WGO
$885M
$300K 0.28%
10,345
-135
-1% -$4.43K
ABBV icon
92
AbbVie
ABBV
$431B
$290K 0.27%
1,560
– –
LMT icon
93
Lockheed Martin
LMT
$135B
$276K 0.26%
596
– –
SBUX icon
94
Starbucks
SBUX
$120B
$259K 0.24%
2,825
-235
-8% -$20.4K
RIO icon
95
Rio Tinto
RIO
$162B
$251K 0.23%
4,300
– –
PBR icon
96
Petrobras
PBR
$119B
$236K 0.22%
18,850
– –
CBOE icon
97
Cboe Global Markets
CBOE
$30.2B
$236K 0.22%
1,010
– –
DXC icon
98
DXC Technology
DXC
$1.77B
$233K 0.22%
15,255
-300
-2% -$4.62K
FDX icon
99
FedEx
FDX
$74.7B
$230K 0.21%
1,010
– –
MTB icon
100
M&T Bank
MTB
$36.1B
$228K 0.21%
1,176
-29
-2% -$5.12K
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.