HPM
Hudson Portfolio Management Portfolio holdings
AUM
$132M
Turnover
13.11%
1-Year Est. Return
26.9%
This Fund
S&P 500
This Quarter
Est. Return
+8.8%
1 Year Est. Return
+26.9%
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$132M
AUM Growth
+$13.5M
(+11%)
Cap. Flow
+$5.83M
Cap. Flow
% of AUM
4.41%
Top 10 Holdings %
Top 10 Hldgs %
33.08%
Holding
122
New
11
Increased
20
Reduced
54
Closed
5
Avg Time Held
3.5
years
Top 10 Avg Time Held
1.8
years
Top 20 Avg Time Held
2.4
years
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
TotalEnergies
TTE
|
+$2.02M |
| 2 |
CGI
GIB
|
+$1.17M |
| 3 |
iShares 0-1 Year Treasury Bond ETF
SHV
|
+$1.1M |
| 4 |
JPMorgan Mortgage-Backed Securities ETF
JMTG
|
+$685K |
| 5 |
iShares Latin America 40 ETF
ILF
|
+$571K |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Japan Smaller Capitalization Fund
JOF
|
+$554K |
| 2 |
Alphabet (Google) Class C
GOOG
|
+$486K |
| 3 |
Photronics
PLAB
|
+$446K |
| 4 |
Honeywell
HON
|
+$444K |
| 5 |
Rio Tinto
RIO
|
+$306K |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Miscellaneous | 36.4% |
| 2 | Technology | 14% |
| 3 | Healthcare | 13.55% |
| 4 | Financials | 12.29% |
| 5 | Communication Services | 10.09% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | Held Since | |
|---|---|---|---|---|---|---|---|
101
Ford
F
$48.1B
| $283K | 0.21% |
20,350
| – | – |
2024 Q3
7 quarters
|
|
102
M&T Bank
MTB
$31.2B
| $280K | 0.21% |
1,176
| – | – |
2024 Q3
7 quarters
|
|
103
State Street SPDR S&P 400 Mid Cap Growth ETF
MDYG
$2.8B
| $279K | 0.21% |
2,490
-49
| -2% | -$5.19K |
2024 Q3
7 quarters
|
|
104
Marsh
MRSH
$85.1B
| $276K | 0.21% |
+1,657
| New | +$277K |
2026 Q2
0 quarters
|
|
105
Novo Nordisk
NVO
$168B
| $260K | 0.2% |
+5,415
| New | +$233K |
2026 Q2
0 quarters
|
|
106
Salesforce
CRM
$194B
| $255K | 0.19% |
+1,625
| New | +$286K |
2026 Q2
0 quarters
|
|
107
Winnebago Industries
WGO
$653M
| $242K | 0.18% |
7,745
| – | – |
2022 Q2
16 quarters
|
|
108
Alibaba
BABA
$277B
| $236K | 0.18% |
2,460
| – | – |
2024 Q3
7 quarters
|
|
109
iShares MSCI EAFE Growth ETF
EFG
$14.9B
| $218K | 0.16% |
1,750
-90
| -5% | -$10.9K |
2024 Q3
7 quarters
|
|
110
Strategic Education
STRA
$1.8B
| $217K | 0.16% |
+2,827
| New | +$224K |
2026 Q2
0 quarters
|
|
111
Fidelity National Financial
FNF
$10.5B
| $216K | 0.16% |
4,573
| – | – |
2021 Q4
18 quarters
|
|
112
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
$56.7B
| $211K | 0.16% |
+1,777
| New | +$203K |
2026 Q2
0 quarters
|
|
113
Korea Fund
KF
$240M
| $209K | 0.16% |
+2,783
| New | +$179K |
2026 Q2
0 quarters
|
|
114
State Street SPDR S&P 600 Small Cap Growth ETF
SLYG
$4.71B
| $205K | 0.15% |
1,720
-605
| -26% | -$65.5K |
2022 Q1
17 quarters
|
|
115
Sally Beauty Holdings
SBH
$1.51B
| $204K | 0.15% |
14,400
| – | – |
2021 Q1
21 quarters
|
|
116
Olin
OLN
$1.71B
| $202K | 0.15% |
10,185
-3,745
| -27% | -$97.9K |
2021 Q4
18 quarters
|
|
117
Aberdeen India Fund
IFN
$455M
| $127K | 0.1% |
10,823
| – | – |
2021 Q1
21 quarters
|
|
118
DXC Technology
DXC
$2.04B
| – | – |
-13,895
| Closed | -$175K | – |
|
|
119
Japan Smaller Capitalization Fund
JOF
$346M
| – | – |
-50,781
| Closed | -$554K | – |
|
120
Lowe's Companies
LOW
$106B
| – | – |
-890
| Closed | -$210K | – |
|
121
Nokia
NOK
$52.6B
| – | – |
-10,155
| Closed | -$81.6K | – |
|
|
122
Rio Tinto
RIO
$148B
| – | – |
-3,285
| Closed | -$306K | – |
|
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Hudson Portfolio Management's Q2 2026 Portfolio in Review
As of Q2 2026, Hudson Portfolio Management held 122 positions worth $132M, up 11% from $119M the previous quarter. Its ten largest holdings account for 33% of the portfolio.
Hudson Portfolio Management deployed $5.83M of net new capital in Q2 2026, opening 11 new positions and adding to 20 existing holdings. Its largest new stake was TotalEnergies: 22,888 shares worth $1.78M.
By sector, the portfolio is most concentrated in Miscellaneous at 36% of assets, up from 36% a quarter earlier, followed by Technology and Healthcare.
On the sell side, the largest reduction was Alphabet (Google) Class C, an estimated $486K trimmed.
- Hudson Portfolio Management's largest Q2 2026 buy was TotalEnergies: 22,888 shares worth $1.78M.
- Hudson Portfolio Management added most to iShares 0-1 Year Treasury Bond ETF in Q2 2026, an estimated $1.1M increase.
- Hudson Portfolio Management's biggest Q2 2026 reduction was Alphabet (Google) Class C, cutting an estimated $486K.
- Hudson Portfolio Management fully exited Japan Smaller Capitalization Fund in Q2 2026, selling an estimated $554K.
- Hudson Portfolio Management's ten largest holdings make up 33% of its $132M portfolio in Q2 2026.
- Hudson Portfolio Management opened 11 new positions and closed 5 in Q2 2026.
- Hudson Portfolio Management's portfolio value rose 11% quarter-over-quarter to $132M.
Based on Hudson Portfolio Management's 13F filing for Q2 2026, filed 12 Aug 2026.