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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
(+2.7%)
Cap. Flow
-$2.19M
Cap. Flow
% of AUM
-2.05%
Top 10 Holdings %
Top 10 Hldgs %
29.03%
Holding
115
New
2
Increased
18
Reduced
70
Closed
3
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Accenture
ACN
|
+$204K |
| 2 |
iShares Latin America 40 ETF
ILF
|
+$201K |
| 3 |
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
|
+$157K |
| 4 |
Microsoft
MSFT
|
+$146K |
| 5 |
iShares MSCI EAFE ETF
EFA
|
+$136K |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Cardinal Health
CAH
|
+$485K |
| 2 |
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
|
+$385K |
| 3 |
SiriusXM
SIRI
|
+$286K |
| 4 |
iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB
|
+$282K |
| 5 |
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 | |
|---|---|---|---|---|---|---|
101
Ford
F
$55B
| $225K | 0.21% |
20,750
+800
| +4% | +$8.15K |
|
102
iShares MSCI EAFE Growth ETF
EFG
$17B
| $218K | 0.2% |
1,950
-70
| -3% | -$7.38K |
|
103
State Street SPDR S&P 400 Mid Cap Growth ETF
MDYG
$2.89B
| $217K | 0.2% |
2,496
-100
| -4% | -$8.18K |
|
|
104
iShares Latin America 40 ETF
ILF
$3.8B
| $212K | 0.2% |
+8,105
| New | +$201K |
|
105
Alphabet (Google) Class A
GOOGL
$4.38T
| $201K | 0.19% |
1,140
-400
| -26% | -$65.5K |
|
|
106
Accenture
ACN
$105B
| $201K | 0.19% |
+671
| New | +$204K |
|
|
IFN
107
Aberdeen India Fund
IFN
$502M
| $179K | 0.17% |
10,823
| – | – |
|
108
Sally Beauty Holdings
SBH
$1.51B
| $133K | 0.12% |
14,400
| – | – |
|
109
Telefônica Brasil
VIV
$19.3B
| $84.1K | 0.08% |
16,084
-321
| -2% | -$3.15K |
|
110
Melco Resorts & Entertainment
MLCO
$2.14B
| $80.4K | 0.08% |
11,115
| – | – |
|
111
Clarivate
CLVT
$1.18B
| $73.1K | 0.07% |
17,000
-4,540
| -21% | -$18.3K |
|
112
Nokia
NOK
$52.6B
| $63K | 0.06% |
12,155
| – | – |
|
113
International Paper
IP
$21.5B
| – | – |
-4,250
| Closed | -$227K |
|
114
Lowe's Companies
LOW
$122B
| – | – |
-890
| Closed | -$208K |
|
|
115
SiriusXM
SIRI
$10.1B
| – | – |
-12,692
| Closed | -$286K |
|
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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.