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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
Cap. Flow
+$2.19M
Cap. Flow %
1.84%
Top 10 Hldgs %
31.6%
Holding
113
New
5
Increased
21
Reduced
28
Closed
2

Top Buys

Rank Stock Value
1
SHV icon
iShares 0-1 Year Treasury Bond ETF
SHV
+$589K
2
MSFT icon
Microsoft
MSFT
+$407K
3
SON icon
Sonoco
SON
+$402K
4
JMTG
JPMorgan Mortgage-Backed Securities ETF
JMTG
+$395K
5
TLTD icon
Northern Trust Morningstar Developed Markets ex-US Factor Tilt ETF
TLTD
+$395K

Top Sells

Rank Stock Value
1
CHRW icon
C.H. Robinson
CHRW
+$301K
2
KMI icon
Kinder Morgan
KMI
+$276K
3
NVO
Novo Nordisk
NVO
+$276K
4
TSM icon
TSMC
TSM
+$238K
5
GOOG icon
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
GOOG icon
1
Alphabet (Google) Class C
GOOG
$4.19T
$6.76M 5.7%
23,574
-678
-3% -$213K
TSM icon
2
TSMC
TSM
$2.17T
$5.74M 4.83%
16,981
-692
-4% -$238K
MCK icon
3
McKesson
MCK
$104B
$4.68M 3.94%
5,408
-50
-0.9% -$44.6K
STIP icon
4
iShares 0-5 Year TIPS Bond ETF
STIP
$16B
$3.62M 3.05%
35,033
+700
+2% +$72.1K
EWJ icon
5
iShares MSCI Japan ETF
EWJ
$22.7B
$3.36M 2.83%
39,793
+3,708
+10% +$321K
IGSB icon
6
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
$23.4B
$3.16M 2.66%
60,046
+6,170
+11% +$326K
CWB icon
7
State Street SPDR Bloomberg Convertible Securities ETF
CWB
$5.59B
$2.71M 2.29%
29,642
+1,465
+5% +$137K
ALL icon
8
Allstate
ALL
$65.9B
$2.64M 2.22%
12,737
– –
BNY
9
Bank of New York Mellon
BNY
$110B
$2.6M 2.19%
21,958
– –
EZU icon
10
iShare MSCI Eurozone ETF
EZU
$9.87B
$2.23M 1.88%
35,643
+75
+0.2% +$4.91K
AAPL icon
11
Apple
AAPL
$4.67T
$2.18M 1.84%
8,593
– –
FLOT icon
12
iShares Floating Rate Bond ETF
FLOT
$10.6B
$2.1M 1.77%
41,137
-3,925
-9% -$200K
SHV icon
13
iShares 0-1 Year Treasury Bond ETF
SHV
$20.8B
$2.03M 1.71%
18,360
+5,340
+41% +$589K
VZ icon
14
Verizon
VZ
$208B
$1.91M 1.61%
37,953
-1,310
-3% -$60.7K
CVS icon
15
CVS Health
CVS
$119B
$1.86M 1.57%
25,953
– –
STPZ icon
16
PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund
STPZ
$524M
$1.85M 1.56%
34,248
+37
+0.1% +$2K
INFY icon
17
Infosys
INFY
$48.8B
$1.85M 1.56%
136,990
-45
-0% -$705
BBCA icon
18
JPMorgan BetaBuilders Canada ETF
BBCA
$11.4B
$1.85M 1.56%
19,662
+802
+4% +$76.7K
CNA icon
19
CNA Financial
CNA
$13.3B
$1.84M 1.55%
40,130
+150
+0.4% +$7.1K
SPY icon
20
State Street SPDR S&P 500 ETF Trust
SPY
$825B
$1.75M 1.48%
2,695
-27
-1% -$18.4K
TD icon
21
Toronto Dominion Bank
TD
$199B
$1.74M 1.47%
18,653
-555
-3% -$52.8K
MINT icon
22
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
$17.4B
$1.64M 1.38%
16,302
+1,785
+12% +$179K
ORI icon
23
Old Republic International
ORI
$10.2B
$1.61M 1.36%
40,335
– –
SCZ icon
24
iShares MSCI EAFE Small-Cap ETF
SCZ
$13.3B
$1.49M 1.26%
19,065
– –
KMI icon
25
Kinder Morgan
KMI
$70.3B
$1.48M 1.25%
44,181
-8,825
-17% -$276K
1
2 3 4 5

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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.