HI
Hudock, Inc.: 13F Stock Holdings & Portfolio (Q2 2026)
Hudock, Inc.CIK: 0001543536
Diversified strategyMomentum followerLong-term holder
Total reported value
$781.1M
Reporting period: 2026-06-30 · Number of holdings: 217
Hudock, Inc. disclosed 217 holdings in its latest 13F filing for the period ending 2026-06-30, with total reported value of $781.1M and a quarterly turnover rate of 15.6%.
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Personality snowflake
- Concentration
- 15.13
- Portfolio Stability
- 15.63
- Momentum
- 100
- Sector conviction
- 50.24
- Diversification
- 100
- Sizing Uniformity
- 73.09
Hudock, Inc.'s disclosed holdings carry a Herfindahl concentration index of 0.038 — mathematically equivalent to about 26 equally-sized positions, well below its 217 actual disclosed holdings. That gap points to a strategy built around a small core of high-conviction bets rather than broad diversification.
Position sizes vary widely across the portfolio (a coefficient of variation of 2.69), with a handful of outsized bets alongside many smaller positions.
No strong tilt toward either adding to existing winners or initiating outsized new positions was observed in the latest reported quarter.
Sector classification currently covers about 19% of this portfolio's disclosed value; the remainder includes holdings (e.g. unmapped tickers, options, or other security types) not yet covered by our sector mapping.
Source and citation information
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Recent moves
View source Form 13F filing on SEC.govTrim VCIT
+2.8% $1.1M
Add SMH
+0.2% $5.6M
Add QQQ
+1.7% $7.9M
Trim DFIV
+1.5% $1.4M
Add QQQM
-0.2% $7.9M
Trim AGG
+1.1% $170.4K
Holdings Map
New buyAddUnchangedTrim
Top 10 holdings by weight
Full holdings list this quarter
Showing top 200 holdings (of 217 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 12.16% | -0.08% | -0.42% | |
| 2 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 5.30% | -0.06% | -0.48% | |
| 3 | VCIT | Vanguard Int-term Corporate | ETF-Corp Bonds | 5.26% | -0.63% | +2.75% | |
| 4 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 5.10% | +0.04% | -2.74% | |
| 5 | QQQM | Invesco Nasdaq 100 ETF | ETF-Tech | 4.71% | +0.46% | -0.17% | |
| 6 | DFIV | Dimensional International Va | ETF-Other | 4.66% | -0.49% | +1.54% | |
| 7 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 4.60% | -0.19% | -0.02% | |
| 8 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 4.44% | +0.51% | +1.70% | |
| 9 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 3.40% | -0.11% | +0.21% | |
| 10 | IUSG | Ishares Core S&p U.s. Growth | ETF-Other | 3.08% | +0.13% | -1.06% | |
| 11 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 2.69% | -0.38% | +1.11% | |
| 12 | XLRE | Ss Real Estate Select Sector | ETF-Other | 1.89% | -0.12% | +0.38% | |
| 13 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.86% | -0.15% | +1.92% | |
| 14 | IOO | Ishares Global 100 ETF | ETF-Other | 1.85% | +0.01% | +2.69% | |
| 15 | VFLO | Victoryshares Free Cash Flow | ETF-Other | 1.78% | +0.03% | +0.79% | |
| 16 | SMH | Vaneck Semiconductor ETF | ETF-Other | 1.71% | +0.57% | +0.22% | |
| 17 | IEF | Ishares 7-10 Year Treasury B | ETF-Gov Bonds | 1.42% | -0.19% | +2.70% | |
| 18 | AAPL | Apple Inc | Stock-Tech | 1.30% | -0.01% | +0.04% | |
| 19 | MMIT | Nyli Mackay Muni Intrm ETF | ETF-Other | 1.29% | -0.17% | +0.23% | |
| 20 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 1.16% | +0.01% | +0.83% | |
| 21 | CAT | Caterpillar Inc | Stock-Industrials | 1.11% | +0.25% | -2.09% | |
| 22 | JPST | Jpmorgan Ultra-short Income | ETF-Other | 1.08% | -0.24% | -5.32% | |
| 23 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 0.97% | +0.01% | +0.27% | |
| 24 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.87% | -0.08% | -5.74% | |
| 25 | SHYG | Ishares 0-5 Yr Hy CORP Bond | ETF-Corp Bonds | 0.86% | -0.09% | +3.54% | |
| 26 | PKW | Invesco Buyback Achievers Et | ETF-Other | 0.74% | -0.07% | -2.94% | |
| 27 | CZFS | Citizens Financial Services | Stock-Other | 0.72% | +0.35% | +91.46% | |
| 28 | NVDA | Nvidia CORP | Stock-Tech | 0.68% | -0.01% | -1.30% | |
| 29 | MSFT | Microsoft CORP | Stock-Tech | 0.60% | -0.08% | +0.21% | |
| 30 | SPGP | Invesco S&p 500 Garp ETF | ETF-Large Cap & Growth | 0.57% | — | +1.63% | |
| 31 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 0.54% | -0.08% | -2.55% | |
| 32 | XOM | Exxon Mobil CORP | Stock-Energy | 0.54% | -0.07% | +24.47% | |
| 33 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.51% | -0.04% | -0.02% | |
| 34 | GLW | Corning Inc | Stock-Tech | 0.50% | +0.30% | +50.21% | |
| 35 | DEW | Wisdomtree Global High Divid | ETF-Other | 0.47% | -0.05% | +0.14% | |
| 36 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.46% | +0.06% | +0.57% | |
| 37 | SHY | Ishares 1-3 Year Treasury Bo | ETF-Gov Bonds | 0.46% | -0.07% | +0.61% | |
| 38 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.43% | -0.04% | +0.47% | |
| 39 | CVX | Chevron CORP | Stock-Energy | 0.43% | -0.12% | +10.82% | |
| 40 | MTB | M & T Bank CORP | Stock-Financials | 0.42% | +0.06% | +17.35% | |
| 41 | IGV | Ishares Expanded Tech-softwa | ETF-Tech | 0.42% | +0.02% | +7.96% | |
| 42 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.37% | -0.04% | +0.05% | |
| 43 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-Large Cap & Growth | 0.36% | -0.01% | -0.53% | |
| 44 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-Other | 0.35% | -0.06% | +0.39% | |
| 45 | BX | Blackstone Inc | Stock-Financials | 0.34% | -0.04% | +0.35% | |
| 46 | NWBI | Northwest Bancshares Inc | Stock-Other | 0.33% | +0.01% | -0.22% | |
| 47 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.31% | -0.02% | -3.92% | |
| 48 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.30% | +0.01% | -2.32% | |
| 49 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.30% | -0.01% | +1.17% | |
| 50 | IBM | Intl Business Machines CORP | Stock-Tech | 0.29% | -0.01% | -1.33% |
1–50 of 200
* This report is exclusively curated by the AlphaSMO team. AlphaSMO is the web's most authoritative 13F / Inside Trader database, delivering precise insider trading and institutional holdings insights.
Portfolio Performance
Performance for Q3 2026
+2.3%
Performance Last 4 Quarters
+21.8%
- Stdev
- +11.1%
- Beta
- +0.81
- Alpha
- +0.6%
- Max Drawdown
- -6.6%
- Annualized Perf
- +17.5%
- Batting Avg vs S&P
- +38.9%
- Sortino
- +3.03
- Stutzer
- +0.44
- Treynor
- +0.21
- Sterling
- +1.17
- Calmar
- +2.64
- Information Ratio
- -0.74
- Tracking Error
- +4.3%
- Stdev Down
- +5.6%
- Winning Months %
- +69.4%
- Losing Months %
- +30.6%
- Best 12 Months
- +29.5%
- Worst 12 Months
- +6.3%
- Efficiency Ratio
- +0.59
- Sharpe
- +1.52
- Stdev Sectors
- +8.3%
- Skewness
- -0.1
- Kurtosis
- -0.32
- Upside Potential
- +4.66
Reported value over time
Sector allocation
Sector allocation over time
Quarterly history
| Period | Holdings | Total value | Stability | Top holdings | |
|---|---|---|---|---|---|
| 2026 Q2 | 217 | $781.1M | 16 | ||
| 2026 Q1 | 200 | $679.7M | 12 | ||
| 2025 Q4 | 194 | $678.7M | 6 | ||
| 2025 Q3 | 199 | $658.4M | 31 | ||
| 2025 Q2 | 183 | $622.0M | 0 | ||
| 2025 Q1 | 177 | $571.8M | 100 | ||
| 2024 Q4 | 175 | $572.6M | 0 | ||
| 2024 Q3 | 167 | $578.9M | 0 | ||
| 2024 Q2 | 166 | $536.3M | 0 | ||
| 2024 Q1 | 139 | $454.0M | 0 | ||
| 2023 Q4 | 153 | $466.4M | 0 | ||
| 2023 Q3 | 153 | $419.1M | 0 | ||
| 2023 Q2 | 153 | $422.2M | 0 | ||
| 2023 Q1 | 151 | $407.3M | 0 | ||
| 2022 Q4 | 144 | $292.6M | 0 | ||
| 2022 Q3 | 815 | $296.1M | 0 | ||
| 2022 Q2 | 819 | $299.2M | 0 | ||
| 2022 Q1 | 807 | $360.2M | 0 | ||
| 2021 Q4 | 806 | $355.2M | 0 | ||
| 2021 Q3 | 878 | $332.0M | 0 | ||
| 2021 Q2 | 845 | $336.3M | 100 | ||
| 2021 Q1 | 847 | $319.4M | 12 | ||
| 2020 Q4 | 791 | $307.2M | 21 | ||
| 2020 Q3 | 785 | $270.3M | 20 | ||
| 2020 Q2 | 776 | $274.1M | 19 | ||
| 2020 Q1 | 748 | $254.3M | 33 | ||
| 2019 Q4 | 716 | $301.2M | 10 | ||
| 2019 Q3 | 738 | $282.3M | 7 | ||
| 2019 Q2 | 726 | $276.6M | 12 | ||
| 2019 Q1 | 704 | $277.1M | 27 | ||
| 2018 Q4 | 695 | $240.7M | 20 | ||
| 2018 Q3 | 702 | $257.9M | 17 | ||
| 2018 Q2 | 693 | $251.2M | 29 | ||
| 2018 Q1 | 691 | $240.9M | 30 | ||
| 2017 Q4 | 673 | $229.1M | 27 | ||
| 2017 Q3 | 686 | $213.6M | 17 | ||
| 2017 Q2 | 645 | $193.8M | 17 | ||
| 2017 Q1 | 593 | $186.7M | 18 | ||
| 2016 Q4 | 588 | $176.7M | 21 | ||
| 2016 Q3 | 601 | $176.6M | 17 | ||
| 2016 Q2 | 620 | $183.3M | 14 | ||
| 2016 Q1 | 624 | $180.8M | 39 | ||
| 2015 Q4 | 588 | $224.7M | 8 | ||
| 2015 Q3 | 611 | $213.3M | 21 | ||
| 2015 Q2 | 608 | $219.1M | 9 | ||
| 2015 Q1 | 612 | $225.7M | 14 | ||
| 2014 Q4 | 566 | $216.8M | 51 | ||
| 2014 Q3 | 594 | $161.9M | 94 | ||
| 2014 Q2 | 603 | $87.7M | 75 | ||
| 2014 Q1 | 578 | $120.3M | 9 | ||
| 2013 Q4 | 586 | $117.9M | 22 | ||
| 2013 Q3 | 543 | $103.1M | 71 | ||
| 2013 Q2 | 549 | $68.0M | — |
Holding changes this quarter
Hudock, Inc.'s most significant position changes for 2026-06-30: New buy: Ishrs Prime Mmkt ETF (PMMF); New buy: Chemung Financial CORP (CHMG); New buy: Sandisk CORP (SNDK); New buy: Novo-nordisk A/s-spons Adr (NVO); Sold out: Honeywell International Inc (HON).
Showing top 200 changes by size (of 227 total)
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | SMH | Vaneck Semiconductor ETF | +0.6% | +0.22% | Add |
| 2 | QQQ | Invesco Qqq Trust Series 1 | +0.5% | +1.70% | Add |
| 3 | QQQM | Invesco Nasdaq 100 ETF | +0.5% | -0.17% | Trim |
| 4 | CZFS | Citizens Financial Services | +0.4% | +91.46% | Add |
| 5 | GLW | Corning Inc | +0.3% | +50.21% | Add |
| 6 | PMMF | Ishrs Prime Mmkt ETF | +0.3% | NEW | New buy |
| 7 | CAT | Caterpillar Inc | +0.3% | -2.09% | Trim |
| 8 | CHMG | Chemung Financial CORP | +0.2% | NEW | New buy |
| 9 | IUSG | Ishares Core S&p U.s. Growth | +0.1% | -1.06% | Trim |
| 10 | INTC | Intel CORP | +0.1% | -0.51% | Trim |
| 11 | AMAT | Applied Materials Inc | +0.1% | -0.56% | Trim |
| 12 | ARTY | Ishares Future Ai & Tech ETF | +0.1% | -6.84% | Trim |
| 13 | CRDO | Credo Technology Group Holding Ltd | +0.1% | -28.41% | Trim |
| 14 | SNDK | Sandisk CORP | +0.1% | NEW | New buy |
| 15 | LLY | Eli Lilly & Co | +0.1% | +0.57% | Add |
| 16 | MTB | M & T Bank CORP | +0.1% | +17.35% | Add |
| 17 | CSCO | Cisco Systems Inc | +0.1% | +0.07% | Add |
| 18 | MRVL | Marvell Technology Inc | +0.1% | -36.24% | Trim |
| 19 | NVO | Novo-nordisk A/s-spons Adr | +0.1% | NEW | New buy |
| 20 | AMD | Advanced Micro Devices | +0.1% | NEW | New buy |
| 21 | LRCX | Lam Research CORP | +0.1% | -8.46% | Trim |
| 22 | PANW | Palo Alto Networks Inc | +0.1% | — | Unchanged |
| 23 | AXON | Axon Enterprise Inc | +0.1% | NEW | New buy |
| 24 | DFAT | Dimensional US Target Value | +0.1% | NEW | New buy |
| 25 | SITM | Sitime CORP | +0.1% | NEW | New buy |
| 26 | IJR | Ishares Core S&p Small-cap E | 0% | -2.74% | Trim |
| 27 | ARM | Arm Holdings Plc-adr | 0% | — | Unchanged |
| 28 | UNH | Unitedhealth Group Inc | 0% | +0.99% | Add |
| 29 | AZN | AstraZeneca PLC | 0% | NEW | New buy |
| 30 | NVS | Novartis Ag-sponsored Adr | 0% | NEW | New buy |
| 31 | ZS | Zscaler Inc | 0% | NEW | New buy |
| 32 | MLPA | Global X Mlp ETF | 0% | NEW | New buy |
| 33 | STX | Seagate Technology Holdings plc | 0% | NEW | New buy |
| 34 | RVMD | Revolution Medicines Inc | 0% | NEW | New buy |
| 35 | VFLO | Victoryshares Free Cash Flow | 0% | +0.79% | Add |
| 36 | SOFI | Sofi Technologies Inc | 0% | +22.04% | Add |
| 37 | MS | Morgan Stanley | 0% | +13.33% | Add |
| 38 | TSM | Taiwan Semiconductor-sp Adr | 0% | NEW | New buy |
| 39 | VST | Vistra CORP | 0% | NEW | New buy |
| 40 | VRTX | Vertex Pharmaceuticals Inc | 0% | NEW | New buy |
| 41 | RDVY | First Trust Rising Dividend | 0% | NEW | New buy |
| 42 | IWM | Ishares Russell 2000 ETF | 0% | NEW | New buy |
| 43 | GEV | GE Vernova Inc | 0% | +29.76% | Add |
| 44 | EEM | Ishares Msci Emerging Market | 0% | NEW | New buy |
| 45 | AIT | Applied Industrial Tech Inc | 0% | NEW | New buy |
| 46 | VIG | Vanguard Dividend Apprec ETF | 0% | NEW | New buy |
| 47 | RWJ | Invesco S&p Smallcap 600 | 0% | NEW | New buy |
| 48 | ADX | Adams Diversified Equity | 0% | NEW | New buy |
| 49 | HYD | Vaneck High Yield Muni ETF | 0% | NEW | New buy |
| 50 | WDC | Western Digital CORP | 0% | NEW | New buy |
1–50 of 200
Filing History
FAQ
What is Hudock, Inc. and what type of investor is it?
Hudock, Inc. is an investment manager that files SEC Form 13F quarterly, disclosing its U.S. public equity holdings to regulators. As of the most recent reporting period (2026-06-30), the firm manages a tracked equity portfolio valued at approximately $781.1M, spread across 217 disclosed positions.
What are Hudock, Inc.'s largest equity positions?
Based on the latest 13F filing, Hudock, Inc.'s top holdings by market value are:
1. Ishares Core S&p 500 ETF (IVV) — $95.0M (12.2%)
2. Ishares Core S&p Midcap ETF (IJH) — $41.4M (5.3%)
3. Vanguard Int-term Corporate (VCIT) — $41.1M (5.3%)
4. Ishares Core S&p Small-cap E (IJR) — $39.9M (5.1%)
5. Invesco Nasdaq 100 ETF (QQQM) — $36.8M (4.7%)
What changes did Hudock, Inc. make in its most recent portfolio filing?
In the latest reported quarter, Hudock, Inc. made 184 notable position adjustments: 27 new positions were initiated, 99 existing holdings were added to, 48 positions were partially reduced, and 10 were completely exited. The largest of these moves: New buy: Ishrs Prime Mmkt ETF (PMMF); New buy: Chemung Financial CORP (CHMG); New buy: Sandisk CORP (SNDK); New buy: Novo-nordisk A/s-spons Adr (NVO); Sold out: Honeywell International Inc (HON)
What sectors does Hudock, Inc. focus on?
Hudock, Inc. is concentrated in the following sectors based on its current disclosed equity portfolio:
• Information Technology: 31.2%
• Financials: 15.7%
• Industrials: 12.4%
• Health Care: 12.4%
• Energy: 6.4%
• Consumer Staples: 6.2%
Investment Profile
Hudock, Inc. returned an annualized 17.5% over the trailing 36 months — outperforming the S&P 500 by 0.6 points — based on a reconstructed track record of its disclosed 13F positions, with a beta of 0.81 (less volatile than the market) and a 39% quarterly batting average against the index.
Its portfolio is broadly diversified and long-term-holding, with 31.2% of the portfolio concentrated in Information Technology.
Its turnover score has risen from 0 to 16 over the past 4 quarters — a shift toward more active trading.
It has added to its DFIV position over the past two quarters (+$11.6M, now $36.4M), while trimming JPST over the same stretch (-$3.8M, still holding $8.5M).
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Developer Access
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