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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
(+5.5%)
Cap. Flow
-$2.27M
Cap. Flow
% of AUM
-2.01%
Top 10 Holdings %
Top 10 Hldgs %
30.76%
Holding
117
New
5
Increased
13
Reduced
69
Closed
7
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Honeywell
HON
|
+$881K |
| 2 |
iShares 0-5 Year TIPS Bond ETF
STIP
|
+$816K |
| 3 |
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
|
+$521K |
| 4 |
JPMorgan BetaBuilders Canada ETF
BBCA
|
+$361K |
| 5 |
NVO
Novo Nordisk
NVO
|
+$317K |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Intel
INTC
|
+$671K |
| 2 |
State Street SPDR Bloomberg Investment Grade Floating Rate ETF
FLRN
|
+$620K |
| 3 |
Oracle
ORCL
|
+$487K |
| 4 |
Perrigo
PRGO
|
+$396K |
| 5 |
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 | |
|---|---|---|---|---|---|---|
101
iShares Latin America 40 ETF
ILF
$3.76B
| $234K | 0.21% |
8,105
| – | – |
|
102
Alphabet (Google) Class A
GOOGL
$4.33T
| $233K | 0.21% |
960
-180
| -16% | -$37.7K |
|
103
M&T Bank
MTB
$36.2B
| $232K | 0.21% |
1,176
| – | – |
|
104
State Street SPDR S&P 400 Mid Cap Growth ETF
MDYG
$2.95B
| $230K | 0.2% |
2,511
+15
| +0.6% | +$1.35K |
|
105
Lowe's Companies
LOW
$125B
| $224K | 0.2% |
+890
| New | +$219K |
|
106
iShares MSCI EAFE Growth ETF
EFG
$17.3B
| $210K | 0.19% |
1,840
-110
| -6% | -$12.3K |
|
107
DXC Technology
DXC
$1.73B
| $200K | 0.18% |
14,655
-600
| -4% | -$8.52K |
|
|
IFN
108
Aberdeen India Fund
IFN
$504M
| $159K | 0.14% |
10,823
| – | – |
|
|
TEF
109
DELISTED
Telefonica
TEF
| $79.7K | 0.07% |
+15,694
| New | +$83.4K |
|
110
Nokia
NOK
$52.3B
| $58.5K | 0.05% |
12,155
| – | – |
|
111
Accenture
ACN
$108B
| – | – |
-671
| Closed | -$201K |
|
112
Cboe Global Markets
CBOE
$29.9B
| – | – |
-1,010
| Closed | -$236K |
|
113
Clarivate
CLVT
$1.16B
| – | – |
-17,000
| Closed | -$73.1K |
|
|
114
Intel
INTC
$513B
| – | – |
-29,946
| Closed | -$671K |
|
115
Melco Resorts & Entertainment
MLCO
$2.14B
| – | – |
-11,115
| Closed | -$80.4K |
|
116
Telefônica Brasil
VIV
$19.2B
| – | – |
-16,084
| Closed | -$84.1K |
|
117
WPP
WPP
$5.94B
| – | – |
-8,635
| Closed | -$302K |
|
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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.