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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
+5.11%
1 Year Est. Return
+24.19%
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$116M
AUM Growth
+$3.27M
(+2.9%)
Cap. Flow
-$1.15M
Cap. Flow
% of AUM
-0.99%
Top 10 Holdings %
Top 10 Hldgs %
31.77%
Holding
113
New
3
Increased
23
Reduced
36
Closed
5
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
iShares 0-1 Year Treasury Bond ETF
SHV
|
+$950K |
| 2 |
iShares MSCI Japan ETF
EWJ
|
+$614K |
| 3 |
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
|
+$549K |
| 4 |
JMTG
JPMorgan Mortgage-Backed Securities ETF
JMTG
|
+$548K |
| 5 |
iShares 3-7 Year Treasury Bond ETF
IEI
|
+$338K |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
TotalEnergies
TTE
|
+$1.37M |
| 2 |
Alphabet (Google) Class C
GOOG
|
+$904K |
| 3 |
iShares Floating Rate Bond ETF
FLOT
|
+$837K |
| 4 |
Perrigo
PRGO
|
+$532K |
| 5 |
Vistra
VST
|
+$289K |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Healthcare | 14.53% |
| 2 | Technology | 13.04% |
| 3 | Financials | 12.59% |
| 4 | Communication Services | 11.78% |
| 5 | Consumer Discretionary | 6.25% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
101
State Street SPDR S&P 400 Mid Cap Growth ETF
MDYG
$2.95B
| $235K | 0.2% |
2,546
+35
| +1% | +$3.22K |
|
102
Lowe's Companies
LOW
$125B
| $215K | 0.18% |
890
| – | – |
|
103
iShares MSCI EAFE Growth ETF
EFG
$17.3B
| $210K | 0.18% |
1,840
| – | – |
|
104
Sally Beauty Holdings
SBH
$1.58B
| $205K | 0.18% |
14,400
| – | – |
|
105
DXC Technology
DXC
$1.73B
| $204K | 0.18% |
13,895
-760
| -5% | -$10.5K |
|
|
IFN
106
Aberdeen India Fund
IFN
$504M
| $148K | 0.13% |
10,823
| – | – |
|
107
Nokia
NOK
$52.3B
| $75.4K | 0.06% |
11,655
-500
| -4% | -$3.1K |
|
108
Telefônica Brasil
VIV
$19.2B
| $63.6K | 0.05% |
+15,694
| New | +$195K |
|
|
109
Perrigo
PRGO
$1.78B
| – | – |
-23,909
| Closed | -$532K |
|
110
Starbucks
SBUX
$120B
| – | – |
-2,775
| Closed | -$235K |
|
|
TEF
111
DELISTED
Telefonica
TEF
| – | – |
-15,694
| Closed | -$79.7K |
|
|
112
TotalEnergies
TTE
$190B
| – | – |
-22,938
| Closed | -$1.37M |
|
|
113
Vistra
VST
$47.4B
| – | – |
-1,475
| Closed | -$289K |
|
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Hudson Portfolio Management's Q4 2025 Portfolio in Review
As of Q4 2025, Hudson Portfolio Management held 113 positions worth $116M, up 2.9% from $113M the previous quarter. Its ten largest holdings account for 32% of the portfolio.
Hudson Portfolio Management's Q4 2025 filing shows 3 new, 23 increased, 36 reduced and 5 closed positions. Its largest new stake was JPMorgan Mortgage-Backed Securities ETF: 10,715 shares worth $547K. The largest sale was TotalEnergies, an estimated $1.37M.
By sector, the portfolio is most concentrated in Healthcare at 15% of assets, up from 14% a quarter earlier, followed by Technology and Financials.
- Hudson Portfolio Management's largest Q4 2025 buy was JPMorgan Mortgage-Backed Securities ETF: 10,715 shares worth $547K.
- Hudson Portfolio Management added most to iShares 0-1 Year Treasury Bond ETF in Q4 2025, an estimated $950K increase.
- Hudson Portfolio Management's biggest Q4 2025 reduction was Alphabet (Google) Class C, cutting an estimated $904K.
- Hudson Portfolio Management fully exited TotalEnergies in Q4 2025, selling an estimated $1.37M.
- Hudson Portfolio Management's ten largest holdings make up 32% of its $116M portfolio in Q4 2025.
- Hudson Portfolio Management opened 3 new positions and closed 5 in Q4 2025.
- Hudson Portfolio Management's portfolio value rose 2.9% quarter-over-quarter to $116M.
Based on Hudson Portfolio Management's 13F filing for Q4 2025, filed 13 Feb 2026.