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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
Cap. Flow
-$2.27M
Cap. Flow %
-2.01%
Top 10 Hldgs %
30.76%
Holding
117
New
5
Increased
13
Reduced
69
Closed
7

Top Buys

Rank Stock Value
1
HON icon
Honeywell
HON
+$881K
2
STIP icon
iShares 0-5 Year TIPS Bond ETF
STIP
+$816K
3
IGSB icon
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
+$521K
4
BBCA icon
JPMorgan BetaBuilders Canada ETF
BBCA
+$361K
5
NVO
Novo Nordisk
NVO
+$317K

Top Sells

Rank Stock Value
1
INTC icon
Intel
INTC
+$671K
2
FLRN icon
State Street SPDR Bloomberg Investment Grade Floating Rate ETF
FLRN
+$620K
3
ORCL icon
Oracle
ORCL
+$487K
4
PRGO icon
Perrigo
PRGO
+$396K
5
MINT icon
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
GOOG icon
1
Alphabet (Google) Class C
GOOG
$3.9T
$6.68M 5.91%
27,408
-808
-3% -$170K
TSM icon
2
TSMC
TSM
$2.09T
$4.94M 4.38%
17,687
-634
-3% -$155K
MCK icon
3
McKesson
MCK
$98.5B
$4.28M 3.79%
5,541
-85
-2% -$59.9K
STIP icon
4
iShares 0-5 Year TIPS Bond ETF
STIP
$15.8B
$3.54M 3.14%
34,276
+7,916
+30% +$816K
FLOT icon
5
iShares Floating Rate Bond ETF
FLOT
$10.1B
$3.14M 2.78%
61,497
-3,330
-5% -$170K
ALL icon
6
Allstate
ALL
$66.9B
$2.73M 2.42%
12,737
-510
-4% -$103K
CWB icon
7
State Street SPDR Bloomberg Convertible Securities ETF
CWB
$5.64B
$2.41M 2.13%
26,586
-134
-0.5% -$11.5K
BNY
8
Bank of New York Mellon
BNY
$108B
$2.39M 2.12%
21,958
-187
-0.8% -$19.1K
IGSB icon
9
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
$22.8B
$2.31M 2.04%
43,506
+9,875
+29% +$521K
EWJ icon
10
iShares MSCI Japan ETF
EWJ
$21.7B
$2.3M 2.03%
28,614
-475
-2% -$36.7K
EZU icon
11
iShare MSCI Eurozone ETF
EZU
$9.41B
$2.21M 1.96%
35,732
-650
-2% -$39K
AAPL icon
12
Apple
AAPL
$4.89T
$2.19M 1.94%
8,593
-290
-3% -$65.5K
INFY icon
13
Infosys
INFY
$45B
$2.19M 1.94%
134,465
-2,300
-2% -$39.6K
ORCL icon
14
Oracle
ORCL
$331B
$2.16M 1.91%
7,679
-1,914
-20% -$487K
CVS icon
15
CVS Health
CVS
$137B
$1.96M 1.73%
25,953
-550
-2% -$37.7K
ORI icon
16
Old Republic International
ORI
$10.3B
$1.86M 1.65%
43,810
-495
-1% -$19.1K
CNA icon
17
CNA Financial
CNA
$14.5B
$1.84M 1.63%
39,680
-825
-2% -$38.3K
SPY icon
18
State Street SPDR S&P 500 ETF Trust
SPY
$778B
$1.78M 1.57%
2,667
– –
VZ icon
19
Verizon
VZ
$194B
$1.73M 1.53%
39,263
-380
-1% -$16.4K
TD icon
20
Toronto Dominion Bank
TD
$198B
$1.72M 1.53%
21,538
-1,530
-7% -$115K
STPZ icon
21
PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund
STPZ
$511M
$1.72M 1.52%
31,686
+1,643
+5% +$88.8K
MINT icon
22
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
$17B
$1.7M 1.51%
16,927
-3,080
-15% -$309K
BBCA icon
23
JPMorgan BetaBuilders Canada ETF
BBCA
$10.7B
$1.53M 1.36%
17,535
+4,327
+33% +$361K
KMI icon
24
Kinder Morgan
KMI
$73.1B
$1.5M 1.33%
53,006
-250
-0.5% -$6.84K
HMC icon
25
Honda
HMC
$36.5B
$1.47M 1.3%
47,640
-1,125
-2% -$36.7K
1
2 3 4 5

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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.