Hudson Portfolio Management LLC

Diversified strategyMomentum followerQuality / disciplined sizing

Total reported value

$118.7M

Reporting period: 2026-03-31 · Number of holdings: 111

Hudson Portfolio Management LLC disclosed 111 holdings in its latest 13F filing for the period ending 2026-03-31, with total reported value of $118.7M and a quarterly turnover rate of 11.9%.

Personality snowflake

Concentration: 7.25
Portfolio Stability: 11.91
Momentum/Contrarian: 100
Sector conviction: 50.73
Diversification: 100
Sizing Uniformity: 89.9

Recent moves

Trim GOOG
-2.8%　-$847.8K
Trim INFY
-0.0%　-$591.2K
Add SHV
+41.0%　$592.6K
Trim ORCL
0.0%　-$367.1K
Add EWJ
+10.3%　$446.6K
Add JMTG
+72.0%　$392.6K

Holdings Map

New buyAddUnchangedTrim

Top 10 holdings by weight

Full holdings list this quarter

#	Ticker	Issuer	Asset Subclass	Weight	Weight Change	Shares Change
1	GOOG	Alphabet Inc-cl C	Stock-Comm Services	5.70%	-0.85%	-2.80%
2	TSM	Taiwan Semiconductor-sp Adr	Stock-Tech	4.83%	+0.21%	-3.92%
3	MCK	Mckesson CORP	Stock-Healthcare	3.94%	+0.08%	-0.92%
4	STIP	Ishares 0-5 Year Tips Bond E	ETF-Other	3.05%	+0.02%	+2.04%
5	EWJ	Ishares Msci Japan ETF	ETF-Other	2.83%	+0.32%	+10.28%
6	IGSB	Ishares 1-5y Inv Grade CORP	ETF-Other	2.66%	+0.21%	+11.45%
7	CWB	Ss Spdr Bb Conv Sec ETF	ETF-Other	2.29%	+0.13%	+5.20%
8	ALL	Allstate CORP	Stock-Financials	2.22%	—	—
9	BNY	Bank Of New York Mellon CORP	Stock-Financials	2.19%	—	—
10	EZU	Ishares Msci Eurozone ETF	ETF-Other	1.88%	—	+0.21%
11	AAPL	Apple INC	Stock-Tech	1.84%	-0.17%	—
12	FLOT	Ishares Floating Rate Bond E	ETF-Other	1.77%	-0.20%	-8.71%
13	SHV	Ishares 0-1 Year Treasury Bo	ETF-Gov Bonds	1.71%	+0.48%	+41.01%
14	VZ	Verizon Communications INC	Stock-Comm Services	1.61%	+0.22%	-3.34%
15	CVS	Cvs Health CORP	Stock-Healthcare	1.57%	-0.20%	—
16	STPZ	Pimco 1-5 Year US Tips Index	ETF-Large Cap & Growth	1.56%	—	+0.11%
17	INFY	Infosys Ltd-sp Adr	Stock-Tech	1.56%	-0.54%	-0.03%
18	BBCA	Jpmorgan Betabuilders Canada	ETF-Other	1.56%	+0.05%	+4.25%
19	CNA	Cna Financial CORP	Stock-Other	1.55%	—	+0.38%
20	SPY	Ss Spdr S&p 500 ETF Trust-us	ETF-Large Cap & Growth	1.48%	-0.12%	-0.99%
21	TD	Toronto-dominion Bank	Stock-Financials	1.47%	—	-2.89%
22	MINT	Pimco Enhanced Short Maturit	ETF-Other	1.38%	+0.13%	+12.30%
23	ORI	Old Republic Intl CORP	Stock-Financials	1.36%	-0.23%	—
24	SCZ	Ishares Msci Eafe Small-cap	ETF-Other	1.26%	—	—
25	KMI	Kinder Morgan INC	Stock-Energy	1.25%	—	-16.65%
26	JNJ	Johnson & Johnson	Stock-Healthcare	1.24%	+0.11%	-4.97%
27	EFA	Ishares Msci Eafe ETF	ETF-Other	1.19%	—	—
28	QSR	Restaurant Brands Intern	Stock-Consumer Disc	1.18%	+0.07%	-0.21%
29	FLRN	Ss Spdr Bb Ig Float Rt ETF	ETF-Other	1.13%	—	-0.80%
30	AMGN	Amgen INC	Stock-Healthcare	1.12%	+0.05%	—
31	HMC	Honda Motor Co Ltd-spons Adr	Stock-Consumer Disc	0.98%	-0.23%	—
32	ALKS	Alkermes plc	Stock-Healthcare	0.96%	+0.15%	-3.79%
33	CMCSA	Comcast Corp-class A	Stock-Comm Services	0.96%	—	-0.63%
34	ORCL	Oracle CORP	Stock-Tech	0.95%	-0.34%	—
35	MSFT	Microsoft CORP	Stock-Tech	0.95%	+0.09%	+46.98%
36	RTX	Rtx CORP	Stock-Industrials	0.94%	—	-4.27%
37	TM	Toyota Motor CORP -spon Adr	Stock-Consumer Disc	0.94%	—	—
38	IYW	Ishares Ustechnology ETF	ETF-Tech	0.93%	-0.12%	—
39	SHEL	Shell Plc-adr	Stock-Energy	0.90%	+0.17%	—
40	UTHR	United Therapeutics CORP	Stock-Healthcare	0.90%	—	-14.93%
41	PLAB	Photronics INC	Stock-Other	0.88%	+0.16%	-0.77%
42	IEI	Ishares 3-7 Year Treasury Bo	ETF-Gov Bonds	0.83%	—	—
43	EEM	Ishares Msci Emerging Market	ETF-Emerging Markets	0.83%	—	+1.77%
44	GSK	Gsk Plc-spon Adr	Stock-Healthcare	0.80%	—	-9.11%
45	JMTG	Mortgage-backed Securities	ETF-Other	0.79%	+0.32%	+71.96%
46	NXST	Nexstar Media Group INC	Stock-Comm Services	0.77%	-0.13%	-2.52%
47	HON	Honeywell International INC	Stock-Industrials	0.76%	+0.09%	—
48	T	At&t INC	Stock-Comm Services	0.71%	+0.08%	—
49	PBR	Petroleo Brasileiro-spon Adr	Stock-Energy	0.70%	+0.30%	+0.50%
50	DLX	Deluxe CORP	Stock-Other	0.68%	+0.17%	+9.67%

1–50 of 111

Portfolio Performance

Performance for Q3 2026

+1.8%

Performance Last 4 Quarters

+21.2%

Based on 70% of reported portfolio value with available pricing

Stdev: +9.9%
Beta: +0.69
Alpha: +2.5%
Max Drawdown: -4.9%
Annualized Perf: +15.7%
Batting Avg vs S&P: +41.7%
Sortino: +3.11
Stutzer: +0.45
Treynor: +0.22
Sterling: +1.08
Calmar: +3.21
Information Ratio: -0.56
Tracking Error: +5.9%
Stdev Down: +4.9%
Winning Months %: +69.4%
Losing Months %: +30.6%
Best 12 Months: +29.2%
Worst 12 Months: +6.6%
Efficiency Ratio: +0.58
Sharpe: +1.52
Stdev Sectors: +8%
Skewness: -0.07
Kurtosis: -0.36
Upside Potential: +4.8

Reported value over time

Sector allocation

Sector allocation over time

Quarterly history

Period	Holdings	Total value	Stability	Top holdings
2026-03-31	111	$118.7M	12	1GOOG 2TSM 3MCK Top holdings2026-03-31 1.GOOG 2.TSM 3.MCK 4.STIP 5.EWJ 6.IGSB 7.CWB 8.ALL 9.BNY 10.EZU
2025-12-31	108	$116.1M	14	1GOOG 2TSM 3MCK Top holdings2025-12-31 1.GOOG 2.TSM 3.MCK 4.STIP 5.EWJ 6.IGSB 7.ALL 8.BNY 9.CWB 10.INFY
2025-09-30	110	$112.9M	22	1GOOG 2TSM 3MCK Top holdings2025-09-30 1.GOOG 2.TSM 3.MCK 4.STIP 5.FLOT 6.ALL 7.CWB 8.BNY 9.IGSB 10.EWJ
2025-06-30	112	$107.0M	0	1GOOG 2TSM 3MCK Top holdings2025-06-30 1.GOOG 2.TSM 3.MCK 4.FLOT 5.STIP 6.ALL 7.INFY 8.CWB 9.EWJ 10.EZU
2025-03-31	113	$104.1M	100	1GOOG 2MCK 3FLOT Top holdings2025-03-31 1.GOOG 2.MCK 3.FLOT 4.TSM 5.ALL 6.STIP 7.INFY 8.MINT 9.CNA 10.AAPL
2024-12-31	113	$102.0M	0	1GOOG 2TSM 3MCK Top holdings2024-12-31 1.GOOG 2.TSM 3.MCK 4.INFY 5.FLOT 6.ALL 7.AAPL 8.STIP 9.CWB 10.FLRN
2024-09-30	110	$101.8M	0	1GOOG 2TSM 3INFY Top holdings2024-09-30 1.GOOG 2.TSM 3.INFY 4.MCK 5.FLOT 6.ALL 7.ORCL 8.AAPL 9.CWB 10.STIP
2023-12-31	99	$92.3M	0	1GOOG 2MCK 3INTC Top holdings2023-12-31 1.GOOG 2.MCK 3.INTC 4.FLOT 5.INFY 6.FLRN 7.CVS 8.CWB 9.QSR 10.ALL
2023-09-30	102	$87.8M	0	1GOOG 2MCK 3FLOT Top holdings2023-09-30 1.GOOG 2.MCK 3.FLOT 4.INFY 5.FLRN 6.INTC 7.STIP 8.ORCL 9.CWB 10.CVS
2023-06-30	103	$92.0M	0	1MCK 2GOOG 3FLOT Top holdings2023-06-30 1.MCK 2.GOOG 3.FLOT 4.ORCL 5.INFY 6.FLRN 7.INTC 8.CWB 9.STIP 10.QSR
2023-03-31	102	$89.3M	0	1MCK 2GOOG 3FLOT Top holdings2023-03-31 1.MCK 2.GOOG 3.FLOT 4.INFY 5.STIP 6.CWB 7.INTC 8.FLRN 9.CVS 10.AAPL
2022-12-31	103	$90.4M	0	1MCK 2GOOG 3FLOT Top holdings2022-12-31 1.MCK 2.GOOG 3.FLOT 4.INFY 5.CVS 6.STIP 7.CWB 8.FLRN 9.ALL 10.LTPZ
2022-09-30	101	$84.6M	0	1MCK 2GOOG 3FLOT Top holdings2022-09-30 1.MCK 2.GOOG 3.FLOT 4.CVS 5.INFY 6.STIP 7.CWB 8.FLRN 9.LTPZ 10.ALL
2022-06-30	102	$96.6M	0	1MCK 2GOOG 3FLOT Top holdings2022-06-30 1.MCK 2.GOOG 3.FLOT 4.CVS 5.INFY 6.MINT 7.VZ 8.INTC 9.STIP 10.CWB
2022-03-31	106	$113.5M	0	1GOOG 2MINT 3INFY Top holdings2022-03-31 1.GOOG 2.MINT 3.INFY 4.MCK 5.INTC 6.FLOT 7.CVS 8.SCZ 9.STIP 10.CWB
2021-12-31	104	$113.2M	0	1MINT 2GOOG 3INFY Top holdings2021-12-31 1.MINT 2.GOOG 3.INFY 4.INTC 5.CVS 6.SCZ 7.MCK 8.CWB 9.VZ 10.IGSB
2021-09-30	101	$108.6M	0	1MINT 2GOOG 3INFY Top holdings2021-09-30 1.MINT 2.GOOG 3.INFY 4.INTC 5.SCZ 6.CWB 7.CVS 8.VZ 9.IGSB 10.MCK
2021-06-30	95	$108.8M	98	1MINT 2INFY 3GOOG Top holdings2021-06-30 1.MINT 2.INFY 3.GOOG 4.INTC 5.CWB 6.SCZ 7.VZ 8.CVS 9.FTSM 10.IGSB
2021-03-31	97	$103.9M	0	1MINT 2INTC 3INFY Top holdings2021-03-31 1.MINT 2.INTC 3.INFY 4.GOOG 5.CWB 6.VZ 7.SCZ 8.IGSB 9.BSV 10.FTSM

Holding changes this quarter

Hudson Portfolio Management LLC's most significant position changes for 2026-03-31: New buy: Sonoco Products Co (SON); New buy: Flexshares Morningstar Devel (TLTD); New buy: Churchill Downs INC (CHDN); Sold out: Novo-nordisk A/s-spons Adr (NVO); New buy: Netapp INC (NTAP).

Position changes disclosed by Hudson Portfolio Management LLC for the quarter ending 2026-03-31, including ticker, issuer, weight change, shares change, and action
#	Ticker	Issuer	Weight Change	Shares Change	Action
1	SHV	Ishares 0-1 Year Treasury Bo	+0.5%	+41.01%	Add
2	EWJ	Ishares Msci Japan ETF	+0.3%	+10.28%	Add
3	JMTG	Mortgage-backed Securities	+0.3%	+71.96%	Add
4	PBR	Petroleo Brasileiro-spon Adr	+0.3%	+0.50%	Add
5	VZ	Verizon Communications INC	+0.2%	-3.34%	Trim
6	TSM	Taiwan Semiconductor-sp Adr	+0.2%	-3.92%	Trim
7	IGSB	Ishares 1-5y Inv Grade CORP	+0.2%	+11.45%	Add
8	ILF	Ishares Latin America 40 ETF	+0.2%	+34.62%	Add
9	SHEL	Shell Plc-adr	+0.2%	—	Unchanged
10	DLX	Deluxe CORP	+0.2%	+9.67%	Add
11	PLAB	Photronics INC	+0.2%	-0.77%	Trim
12	AIQ	Global X Art Intel & Tech	+0.2%	+84.52%	Add
13	ALKS	Alkermes plc	+0.2%	-3.79%	Trim
14	CWB	Ss Spdr Bb Conv Sec ETF	+0.1%	+5.20%	Add
15	MINT	Pimco Enhanced Short Maturit	+0.1%	+12.30%	Add
16	JNJ	Johnson & Johnson	+0.1%	-4.97%	Trim
17	OLN	Olin CORP	+0.1%	—	Unchanged
18	MSFT	Microsoft CORP	+0.1%	+46.98%	Add
19	HON	Honeywell International INC	+0.1%	—	Unchanged
20	MCK	Mckesson CORP	+0.1%	-0.92%	Trim
21	T	At&t INC	+0.1%	—	Unchanged
22	TWN	Taiwan Fund Inc/th/md-us INC	+0.1%	—	Unchanged
23	QSR	Restaurant Brands Intern	+0.1%	-0.21%	Trim
24	BBCA	Jpmorgan Betabuilders Canada	+0.1%	+4.25%	Add
25	AMGN	Amgen INC	+0.1%	—	Unchanged
26	STIP	Ishares 0-5 Year Tips Bond E	0%	+2.04%	Add
27	UHS	Universal Health Services-b	-0.1%	—	Unchanged
28	MELI	Mercadolibre INC	-0.1%	—	Unchanged
29	ALLY	Ally Financial INC	-0.1%	—	Unchanged
30	IYW	Ishares Ustechnology ETF	-0.1%	—	Unchanged
31	SPY	Ss Spdr S&p 500 ETF Trust-us	-0.1%	-0.99%	Trim
32	BABA	Alibaba Group Holding-sp Adr	-0.1%	-21.15%	Trim
33	NXST	Nexstar Media Group INC	-0.1%	-2.52%	Trim
34	SLYG	Ss Spdr S&p 600 Sc Gr ETF	-0.2%	-45.61%	Trim
35	AAPL	Apple INC	-0.2%	—	Unchanged
36	FLOT	Ishares Floating Rate Bond E	-0.2%	-8.71%	Trim
37	CVS	Cvs Health CORP	-0.2%	—	Unchanged
38	CHRW	C.h. Robinson Worldwide INC	-0.2%	-32.22%	Trim
39	PYPL	Paypal Holdings INC	-0.2%	-28.57%	Trim
40	HMC	Honda Motor Co Ltd-spons Adr	-0.2%	—	Unchanged
41	ORI	Old Republic Intl CORP	-0.2%	—	Unchanged
42	ORCL	Oracle CORP	-0.3%	—	Unchanged
43	INFY	Infosys Ltd-sp Adr	-0.5%	-0.03%	Trim
44	GOOG	Alphabet Inc-cl C	-0.9%	-2.80%	Trim
45	SON	Sonoco Products Co	—	NEW	New buy
46	TLTD	Flexshares Morningstar Devel	—	NEW	New buy
47	CHDN	Churchill Downs INC	—	NEW	New buy
48	NVO	Novo-nordisk A/s-spons Adr	—	EXIT	Sold out
49	NTAP	Netapp INC	—	NEW	New buy
50	ACN	Accenture plc	—	NEW	New buy

FAQ

What is Hudson Portfolio Management LLC and what type of investor is it?

Hudson Portfolio Management LLC is a investment manager that files SEC Form 13F quarterly, disclosing its U.S. public equity holdings to regulators. As of the most recent reporting period (2026-03-31), the firm manages a tracked equity portfolio valued at approximately $118.7M, spread across 111 disclosed positions.

What are Hudson Portfolio Management LLC's largest equity positions?

Based on the latest 13F filing, Hudson Portfolio Management LLC's top holdings by market value are: 1. Alphabet Inc-cl C (GOOG) — $6.8M (5.7%) 2. Taiwan Semiconductor-sp Adr (TSM) — $5.7M (4.8%) 3. Mckesson CORP (MCK) — $4.7M (3.9%) 4. Ishares 0-5 Year Tips Bond E (STIP) — $3.6M (3.0%) 5. Ishares Msci Japan ETF (EWJ) — $3.4M (2.8%)

What changes did Hudson Portfolio Management LLC make in its most recent portfolio filing?

In the latest reported quarter, Hudson Portfolio Management LLC made 35 notable position adjustments: 5 new positions were initiated, 13 existing holdings were added to, 16 positions were partially reduced, and 1 were completely exited. The largest of these moves: New buy: Sonoco Products Co (SON); New buy: Flexshares Morningstar Devel (TLTD); New buy: Churchill Downs INC (CHDN); Sold out: Novo-nordisk A/s-spons Adr (NVO); New buy: Netapp INC (NTAP)

What sectors does Hudson Portfolio Management LLC focus on?

Hudson Portfolio Management LLC is concentrated in the following sectors based on its current disclosed equity portfolio: • Health Care: 23.8% • Information Technology: 19.5% • Communication Services: 18.0% • Financials: 16.3% • Consumer Discretionary: 9.6% • Energy: 5.6%