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HPM
Hudson Portfolio Management Portfolio holdings
AUM
$132M
1-Year Est. Return
26.9%
This Fund
S&P 500
This Quarter
Est. Return
+1.69%
1 Year Est. Return
+26.9%
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$119M
AUM Growth
+$2.57M
(+2.2%)
Cap. Flow
+$2.19M
Cap. Flow
% of AUM
1.84%
Top 10 Holdings %
Top 10 Hldgs %
31.6%
Holding
113
New
5
Increased
21
Reduced
28
Closed
2
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
iShares 0-1 Year Treasury Bond ETF
SHV
|
+$589K |
| 2 |
Microsoft
MSFT
|
+$407K |
| 3 |
Sonoco
SON
|
+$402K |
| 4 |
JMTG
JPMorgan Mortgage-Backed Securities ETF
JMTG
|
+$395K |
| 5 |
Northern Trust Morningstar Developed Markets ex-US Factor Tilt ETF
TLTD
|
+$395K |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
C.H. Robinson
CHRW
|
+$301K |
| 2 |
Kinder Morgan
KMI
|
+$276K |
| 3 |
NVO
Novo Nordisk
NVO
|
+$276K |
| 4 |
TSMC
TSM
|
+$238K |
| 5 |
Alphabet (Google) Class C
GOOG
|
+$213K |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Miscellaneous | 35.54% |
| 2 | Healthcare | 14.41% |
| 3 | Technology | 12.74% |
| 4 | Financials | 11.73% |
| 5 | Communication Services | 10.94% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
101
Winnebago Industries
WGO
$865M
| $240K | 0.2% |
7,745
| – | – |
|
102
Ford
F
$55.3B
| $235K | 0.2% |
20,350
| – | – |
|
103
Accenture
ACN
$116B
| $232K | 0.2% |
+1,171
| New | +$273K |
|
104
State Street SPDR S&P 600 Small Cap Growth ETF
SLYG
$5.02B
| $225K | 0.19% |
2,325
-1,950
| -46% | -$193K |
|
105
Fidelity National Financial
FNF
$12.8B
| $212K | 0.18% |
4,573
| – | – |
|
106
Lowe's Companies
LOW
$117B
| $210K | 0.18% |
890
| – | – |
|
107
iShares MSCI EAFE Growth ETF
EFG
$17.1B
| $205K | 0.17% |
1,840
| – | – |
|
108
Sally Beauty Holdings
SBH
$1.55B
| $199K | 0.17% |
14,400
| – | – |
|
109
DXC Technology
DXC
$1.79B
| $175K | 0.15% |
13,895
| – | – |
|
|
IFN
110
Aberdeen India Fund
IFN
$489M
| $123K | 0.1% |
10,823
| – | – |
|
111
Nokia
NOK
$57.2B
| $81.6K | 0.07% |
10,155
-1,500
| -13% | -$11K |
|
|
NVO
112
Novo Nordisk
NVO
$202B
| – | – |
-5,415
| Closed | -$276K |
|
113
Telefônica Brasil
VIV
$18.2B
| – | – |
-15,694
| Closed | -$63.6K |
|
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Hudson Portfolio Management's Q1 2026 Portfolio in Review
As of Q1 2026, Hudson Portfolio Management held 113 positions worth $119M, up 2.2% from $116M the previous quarter. Its ten largest holdings account for 32% of the portfolio.
Hudson Portfolio Management's Q1 2026 filing shows 5 new, 21 increased, 28 reduced and 2 closed positions. Its largest new stake was Sonoco: 7,805 shares worth $422K. The largest sale was C.H. Robinson, an estimated $301K.
By sector, the portfolio is most concentrated in Miscellaneous at 36% of assets, up from 34% a quarter earlier, followed by Healthcare and Technology.
- Hudson Portfolio Management's largest Q1 2026 buy was Sonoco: 7,805 shares worth $422K.
- Hudson Portfolio Management added most to iShares 0-1 Year Treasury Bond ETF in Q1 2026, an estimated $589K increase.
- Hudson Portfolio Management's biggest Q1 2026 reduction was C.H. Robinson, cutting an estimated $301K.
- Hudson Portfolio Management fully exited Novo Nordisk in Q1 2026, selling an estimated $276K.
- Hudson Portfolio Management's ten largest holdings make up 32% of its $119M portfolio in Q1 2026.
- Hudson Portfolio Management opened 5 new positions and closed 2 in Q1 2026.
- Hudson Portfolio Management's portfolio value rose 2.2% quarter-over-quarter to $119M.
Based on Hudson Portfolio Management's 13F filing for Q1 2026, filed 14 May 2026.