CIK: 0001727342
Total reported value
$413.6M
Reporting period: 2026-06-30 · Number of holdings: 74
Hudson Capital Management LLC disclosed 74 holdings in its latest 13F filing for the period ending 2026-06-30, with total reported value of $413.6M and a quarterly turnover rate of 11.8%.
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Hudson Capital Management LLC's disclosed holdings carry a Herfindahl concentration index of 0.036 — mathematically equivalent to about 28 equally-sized positions, well below its 74 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 1.31), 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 50% 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.
Add CAT
-7.0% $3.0M
Add CSCO
-5.5% $3.0M
Trim T
+2.0% -$1.9M
Trim GLDM
-1.7% -$1.6M
Trim CTSH
+12.9% -$1.4M
Add IJK
-1.5% $3.1M
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | BOND | Pimco Active Bond Exchange-t | ETF-Other | 9.87% | -0.35% | +3.32% | |
| 2 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 6.80% | -0.28% | +3.08% | |
| 3 | BSCQ | Invesco Bulletshares 2026 Cb | ETF-Other | 6.26% | -0.37% | +0.94% | |
| 4 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 5.95% | -0.05% | -0.63% | |
| 5 | IJK | Ishares S&p Mid-cap 400 Grow | ETF-Other | 5.76% | +0.40% | -1.53% | |
| 6 | PSC | Principal US Small-cap ETF | ETF-Other | 3.28% | +0.37% | -1.51% | |
| 7 | CAT | Caterpillar INC | Stock-Industrials | 2.56% | +0.60% | -7.03% | |
| 8 | CSCO | Cisco Systems INC | Stock-Tech | 2.38% | +0.60% | -5.55% | |
| 9 | AVEM | Avantis Emerging Markets Eq | ETF-Emerging Markets | 2.27% | +0.21% | -1.71% | |
| 10 | AAPL | Apple INC | Stock-Tech | 2.24% | +0.16% | +0.91% | |
| 11 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 2.12% | +0.21% | -4.66% | |
| 12 | GLDM | Spdr Gold Minishares Trust | ETF-Commodities | 2.05% | -0.55% | -1.74% | |
| 13 | NUE | Nucor CORP | Stock-Materials | 1.94% | +0.28% | -4.91% | |
| 14 | EBAY | Ebay INC | Stock-Consumer Disc | 1.92% | +0.20% | -2.47% | |
| 15 | VLO | Valero Energy CORP | Stock-Energy | 1.92% | -0.07% | -1.97% | |
| 16 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.87% | +0.06% | -0.86% | |
| 17 | AVGO | Broadcom INC | Stock-Tech | 1.80% | +0.12% | -6.68% | |
| 18 | BAC | Bank Of America CORP | Stock-Financials | 1.79% | +0.17% | +0.54% | |
| 19 | GM | General Motors Co | Stock-Consumer Disc | 1.75% | — | -1.32% | |
| 20 | IJJ | Ishares S&p Mid-cap 400 Valu | ETF-Other | 1.73% | +0.10% | +1.33% | |
| 21 | WMT | Walmart INC | Stock-Consumer Staples | 1.71% | -0.33% | -1.88% | |
| 22 | QCOM | Qualcomm INC | Stock-Tech | 1.65% | +0.40% | -1.08% | |
| 23 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 1.63% | +0.13% | -2.83% | |
| 24 | GILD | Gilead Sciences INC | Stock-Healthcare | 1.62% | -0.28% | +0.23% | |
| 25 | PHM | Pultegroup INC | Stock-Consumer Disc | 1.61% | +0.17% | +2.90% | |
| 26 | PCAR | Paccar INC | Stock-Industrials | 1.59% | -0.04% | +0.27% | |
| 27 | BMY | Bristol-myers Squibb Co | Stock-Healthcare | 1.52% | -0.19% | +0.21% | |
| 28 | BAC 7.25 PERP L | Bank Of America CORP | Stock-Financials | 1.50% | — | +1.70% | |
| 29 | ZM | Zoom Communications INC | Stock-Tech | 1.48% | -0.02% | -1.86% | |
| 30 | VST | Vistra CORP | Stock-Utilities | 1.47% | +0.04% | +4.42% | |
| 31 | CBRE | Cbre Group INC - A | Stock-Real Estate | 1.42% | — | +2.99% | |
| 32 | WFC 7.5 PERP L | Wells Fargo & Company | Stock-Financials | 1.42% | — | +1.77% | |
| 33 | PRU | Prudential Financial INC | Stock-Financials | 1.39% | +0.11% | +5.20% | |
| 34 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 1.32% | -0.02% | +3.47% | |
| 35 | CI | THE Cigna Group | Stock-Healthcare | 1.30% | -0.02% | +2.32% | |
| 36 | REGN | Regeneron Pharmaceuticals | Stock-Healthcare | 1.27% | -0.38% | +2.33% | |
| 37 | T | At&t INC | Stock-Comm Services | 1.23% | -0.57% | +1.96% | |
| 38 | CRM | Salesforce INC | Stock-Tech | 1.10% | -0.17% | +9.64% | |
| 39 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 1.02% | — | -3.61% | |
| 40 | BAB | Invesco Taxable Municipal Bo | ETF-Other | 0.88% | +0.03% | +11.09% | |
| 41 | CTSH | Cognizant Tech Solutions-a | Stock-Tech | 0.84% | -0.42% | +12.88% | |
| 42 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.76% | +0.07% | -3.19% | |
| 43 | ADP | Automatic Data Processing | Stock-Tech | 0.54% | +0.03% | +1.59% | |
| 44 | GLD | Spdr Gold Shares | ETF-Commodities | 0.41% | -0.10% | -0.61% | |
| 45 | NVDA | Nvidia CORP | Stock-Tech | 0.33% | +0.05% | +7.91% | |
| 46 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.26% | — | -0.80% | |
| 47 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.25% | — | +8.01% | |
| 48 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.18% | — | +300.00% | |
| 49 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 0.11% | — | -0.16% | |
| 50 | GS | Goldman Sachs Group INC | Stock-Financials | 0.11% | — | -5.03% |
Performance for Q3 2026
+1.1%
Performance Last 4 Quarters
+16.9%
Based on 76% of reported portfolio value with available pricing
| Period | Holdings | Total value | Stability | Top holdings |
|---|---|---|---|---|
| 2026-06-30 | 74 | $413.6M | 12 | |
| 2026-03-31 | 75 | $386.9M | 20 | |
| 2025-12-31 | 69 | $398.5M | 16 | |
| 2025-09-30 | 68 | $376.7M | 20 | |
| 2025-06-30 | 73 | $352.5M | 0 | |
| 2025-03-31 | 65 | $328.1M | 100 | |
| 2024-12-31 | 66 | $321.8M | 0 | |
| 2024-09-30 | 66 | $313.7M | 0 | |
| 2024-06-30 | 65 | $297.7M | 0 | |
| 2024-03-31 | 63 | $290.1M | 0 | |
| 2023-12-31 | 64 | $275.9M | 0 | |
| 2023-09-30 | 67 | $250.9M | 0 | |
| 2023-06-30 | 66 | $260.1M | 0 | |
| 2023-03-31 | 64 | $251.9M | 0 | |
| 2022-12-31 | 65 | $252.7M | 0 | |
| 2022-09-30 | 59 | $200.8M | 0 | |
| 2022-06-30 | 65 | $210.4M | 0 | |
| 2022-03-31 | 67 | $252.4M | 0 | |
| 2021-12-31 | 70 | $276.1M | 0 | |
| 2021-09-30 | 65 | $249.9M | 0 | |
| 2021-06-30 | 64 | $241.5M | 100 | |
| 2021-03-31 | 64 | $233.6M | 21 | |
| 2020-12-31 | 64 | $225.7M | 24 | |
| 2020-09-30 | 65 | $204.7M | 44 | |
| 2020-06-30 | 75 | $188.1M | 30 | |
| 2020-03-31 | 66 | $150.7M | 50 | |
| 2019-12-31 | 72 | $197.5M | 16 | |
| 2019-09-30 | 73 | $179.6M | 13 | |
| 2019-06-30 | 80 | $177.6M | 16 | |
| 2019-03-31 | 79 | $164.1M | 19 | |
| 2018-12-31 | 76 | $137.2M | 30 | |
| 2018-09-30 | 76 | $131.2M | 26 | |
| 2018-06-30 | 78 | $143.7M | 16 | |
| 2018-03-31 | 76 | $135.9M | 12 | |
| 2017-12-31 | 85 | $136.3M | — |
Hudson Capital Management LLC's most significant position changes for 2026-06-30: Sold out: Vanguard Info Tech ETF (VGT); New buy: Micron Technology INC (MU); New buy: Palo Alto Networks INC (PANW); Sold out: Ares Capital CORP (ARCC); Sold out: Columbia Financial INC (CLBK).
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | CAT | Caterpillar INC | +0.6% | -7.03% | Trim |
| 2 | CSCO | Cisco Systems INC | +0.6% | -5.55% | Trim |
| 3 | IJK | Ishares S&p Mid-cap 400 Grow | +0.4% | -1.53% | Trim |
| 4 | QCOM | Qualcomm INC | +0.4% | -1.08% | Trim |
| 5 | PSC | Principal US Small-cap ETF | +0.4% | -1.51% | Trim |
| 6 | NUE | Nucor CORP | +0.3% | -4.91% | Trim |
| 7 | AVEM | Avantis Emerging Markets Eq | +0.2% | -1.71% | Trim |
| 8 | GOOGL | Alphabet Inc-cl A | +0.2% | -4.66% | Trim |
| 9 | EBAY | Ebay INC | +0.2% | -2.47% | Trim |
| 10 | PHM | Pultegroup INC | +0.2% | +2.90% | Add |
| 11 | BAC | Bank Of America CORP | +0.2% | +0.54% | Add |
| 12 | AAPL | Apple INC | +0.2% | +0.91% | Add |
| 13 | IJR | Ishares Core S&p Small-cap E | +0.1% | -2.83% | Trim |
| 14 | AVGO | Broadcom INC | +0.1% | -6.68% | Trim |
| 15 | PRU | Prudential Financial INC | +0.1% | +5.20% | Add |
| 16 | IJJ | Ishares S&p Mid-cap 400 Valu | +0.1% | +1.33% | Add |
| 17 | MU | Micron Technology INC | +0.1% | NEW | New buy |
| 18 | PANW | Palo Alto Networks INC | +0.1% | NEW | New buy |
| 19 | IVW | Ishares S&p 500 Growth ETF | +0.1% | -3.19% | Trim |
| 20 | JPM | Jpmorgan Chase & Co | +0.1% | -0.86% | Trim |
| 21 | NVDA | Nvidia CORP | +0.1% | +7.91% | Add |
| 22 | TOTL | Ss Doubleline Tr Tact ETF | +0.1% | +106.79% | Add |
| 23 | RSP | Invesco S&p 500 Equal Weight | +0.1% | NEW | New buy |
| 24 | VST | Vistra CORP | 0% | +4.42% | Add |
| 25 | BAB | Invesco Taxable Municipal Bo | 0% | +11.09% | Add |
| 26 | ADP | Automatic Data Processing | 0% | +1.59% | Add |
| 27 | BAC 7.25 PERP L | Bank Of America CORP | — | +1.70% | Add |
| 28 | ZM | Zoom Communications INC | 0% | -1.86% | Trim |
| 29 | CI | THE Cigna Group | 0% | +2.32% | Add |
| 30 | PG | Procter & Gamble Co/the | 0% | +3.47% | Add |
| 31 | PCAR | Paccar INC | 0% | +0.27% | Add |
| 32 | IEFA | Ishares Core Msci Eafe ETF | -0.1% | -0.63% | Trim |
| 33 | EPD | Enterprise Products Partners | -0.1% | EXIT | Sold out |
| 34 | LNG | Cheniere Energy INC | -0.1% | EXIT | Sold out |
| 35 | VLO | Valero Energy CORP | -0.1% | -1.97% | Trim |
| 36 | CLBK | Columbia Financial INC | -0.1% | EXIT | Sold out |
| 37 | ARCC | Ares Capital CORP | -0.1% | EXIT | Sold out |
| 38 | GLD | Spdr Gold Shares | -0.1% | -0.61% | Trim |
| 39 | VGT | Vanguard Info Tech ETF | -0.2% | EXIT | Sold out |
| 40 | CRM | Salesforce INC | -0.2% | +9.64% | Add |
| 41 | BMY | Bristol-myers Squibb Co | -0.2% | +0.21% | Add |
| 42 | AGG | Ishares Core U.s. Aggregate | -0.3% | +3.08% | Add |
| 43 | GILD | Gilead Sciences INC | -0.3% | +0.23% | Add |
| 44 | WMT | Walmart INC | -0.3% | -1.88% | Trim |
| 45 | BOND | Pimco Active Bond Exchange-t | -0.4% | +3.32% | Add |
| 46 | BSCQ | Invesco Bulletshares 2026 Cb | -0.4% | +0.94% | Add |
| 47 | REGN | Regeneron Pharmaceuticals | -0.4% | +2.33% | Add |
| 48 | CTSH | Cognizant Tech Solutions-a | -0.4% | +12.88% | Add |
| 49 | GLDM | Spdr Gold Minishares Trust | -0.6% | -1.74% | Trim |
| 50 | T | At&t INC | -0.6% | +1.96% | Add |
| Period | Filed | Type | EDGAR |
|---|---|---|---|
| 2026-06-30 | 2026-07-14 | 13F-HR | View on EDGAR |
| 2026-03-31 | 2026-04-13 | 13F-HR | View on EDGAR |
| 2025-12-31 | 2026-01-21 | 13F-HR | View on EDGAR |
| 2025-09-30 | 2025-10-21 | 13F-HR | View on EDGAR |
| 2025-06-30 | 2025-07-28 | 13F-HR | View on EDGAR |
| 2025-03-31 | 2025-04-11 | 13F-HR | View on EDGAR |
| 2024-12-31 | 2025-01-17 | 13F-HR | View on EDGAR |
| 2024-09-30 | 2024-10-09 | 13F-HR | View on EDGAR |
| 2024-06-30 | 2024-07-16 | 13F-HR | View on EDGAR |
| 2024-03-31 | 2024-04-19 | 13F-HR | View on EDGAR |
| 2023-12-31 | 2024-01-11 | 13F-HR | View on EDGAR |
| 2023-09-30 | 2023-10-27 | 13F-HR | View on EDGAR |
| 2023-06-30 | 2023-07-13 | 13F-HR | View on EDGAR |
| 2023-03-31 | 2023-04-18 | 13F-HR | View on EDGAR |
| 2022-12-31 | 2023-01-18 | 13F-HR | View on EDGAR |
| 2022-09-30 | 2022-10-12 | 13F-HR | View on EDGAR |
| 2022-06-30 | 2022-07-13 | 13F-HR | View on EDGAR |
| 2022-03-31 | 2022-04-25 | 13F-HR | View on EDGAR |
| 2021-12-31 | 2022-01-19 | 13F-HR | View on EDGAR |
| 2021-09-30 | 2021-10-21 | 13F-HR | View on EDGAR |
| 2021-06-30 | 2021-07-22 | 13F-HR | View on EDGAR |
| 2021-03-31 | 2021-04-13 | 13F-HR | View on EDGAR |
| 2020-12-31 | 2021-01-20 | 13F-HR | View on EDGAR |
| 2020-09-30 | 2020-10-16 | 13F-HR | View on EDGAR |
| 2020-06-30 | 2020-07-21 | 13F-HR | View on EDGAR |
| 2020-03-31 | 2020-04-15 | 13F-HR | View on EDGAR |
| 2019-12-31 | 2020-01-09 | 13F-HR | View on EDGAR |
| 2019-09-30 | 2019-10-22 | 13F-HR | View on EDGAR |
| 2019-06-30 | 2019-07-12 | 13F-HR | View on EDGAR |
| 2019-03-31 | 2019-05-09 | 13F-HR | View on EDGAR |
| 2018-12-31 | 2019-01-16 | 13F-HR | View on EDGAR |
| 2018-09-30 | 2018-10-11 | 13F-HR | View on EDGAR |
| 2018-06-30 | 2018-07-11 | 13F-HR | View on EDGAR |
| 2018-03-31 | 2018-05-10 | 13F-HR | View on EDGAR |
| 2017-12-31 | 2018-01-23 | 13F-HR | View on EDGAR |
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