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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
SLYG icon
76
State Street SPDR S&P 600 Small Cap Growth ETF
SLYG
$5.2B
$443K 0.39%
4,700
-315
-6% -$29K
XLF icon
77
State Street Financial Select Sector SPDR ETF
XLF
$58.2B
$441K 0.39%
8,189
-100
-1% -$5.3K
QQQ icon
78
Invesco QQQ Trust
QQQ
$484B
$426K 0.38%
710
– –
FAF icon
79
First American
FAF
$7.58B
$408K 0.36%
6,352
– –
CI icon
80
Cigna
CI
$74.6B
$407K 0.36%
1,412
-100
-7% -$29.6K
QRVO icon
81
Qorvo
QRVO
$8.74B
$399K 0.35%
4,384
– –
PBR icon
82
Petrobras
PBR
$116B
$396K 0.35%
31,250
+12,400
+66% +$156K
EEFT icon
83
Euronet Worldwide
EEFT
$2.7B
$393K 0.35%
4,480
+475
+12% +$45.5K
OLN icon
84
Olin
OLN
$2.12B
$382K 0.34%
15,295
-75
-0.5% -$1.67K
EWI icon
85
iShares MSCI Italy ETF
EWI
$1.07B
$379K 0.34%
7,300
– –
GF
86
New Germany Fund
GF
$188M
$378K 0.33%
32,690
– –
ABBV icon
87
AbbVie
ABBV
$435B
$361K 0.32%
1,560
– –
AB icon
88
AllianceBernstein
AB
$3.47B
$361K 0.32%
9,450
– –
VOD icon
89
Vodafone
VOD
$37.4B
$335K 0.3%
28,857
-1,100
-4% -$12.5K
NVO
90
Novo Nordisk
NVO
$209B
$300K 0.27%
+5,415
New +$317K
LMT icon
91
Lockheed Martin
LMT
$136B
$298K 0.26%
596
– –
VST icon
92
Vistra
VST
$47.4B
$289K 0.26%
1,475
-1,115
-43% -$221K
RIO icon
93
Rio Tinto
RIO
$164B
$284K 0.25%
4,300
– –
FNF icon
94
Fidelity National Financial
FNF
$13.5B
$277K 0.25%
4,573
-800
-15% -$46.5K
WGO icon
95
Winnebago Industries
WGO
$909M
$259K 0.23%
7,745
-2,600
-25% -$85.8K
F icon
96
Ford
F
$55.7B
$243K 0.22%
20,350
-400
-2% -$4.61K
FDX icon
97
FedEx
FDX
$75.4B
$238K 0.21%
1,010
– –
SBUX icon
98
Starbucks
SBUX
$120B
$235K 0.21%
2,775
-50
-2% -$4.48K
SBH icon
99
Sally Beauty Holdings
SBH
$1.58B
$234K 0.21%
14,400
– –
MRK icon
100
Merck
MRK
$318B
$234K 0.21%
+2,791
New +$230K
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.