HI

Hudock, Inc.

Diversified strategyMomentum followerLong-term holder

Total reported value

$679.7M

Reporting period: 2026-03-31 · Number of holdings: 200

Hudock, Inc. disclosed 200 holdings in its latest 13F filing for the period ending 2026-03-31, with total reported value of $679.7M and a quarterly turnover rate of 12.3%.

Personality snowflake

Concentration
15.54
Portfolio Stability
12.27
Momentum/Contrarian
100
Sector conviction
46.13
Diversification
100
Sizing Uniformity
73.92

Recent moves

  • Add DFIV

    +33.5%　$10.2M

  • Trim SCHD

    -52.3%　-$3.7M

  • Trim IUSG

    -7.8%　-$3.5M

  • Trim JPST

    -26.9%　-$3.3M

  • Add IJR

    +2.1%　$1.8M

  • Add XLRE

    +13.4%　$1.8M

Holdings Map

New buyAddUnchangedTrim

Top 10 holdings by weight

Full holdings list this quarter

#TickerIssuerAsset SubclassWeightWeight ChangeShares Change4Q Trend
1IVVIshares Core S&p 500 ETFETF-Large Cap & Growth12.24%-0.25%+2.91%
2VCITVanguard Int-term CorporateETF-Corp Bonds5.89%-0.07%+0.06%
3IJHIshares Core S&p Midcap ETFETF-Other5.36%+0.25%+2.56%
4DFIVDimensional International VaETF-Other5.15%+1.50%+33.52%
5IJRIshares Core S&p Small-cap EETF-Small Cap5.06%+0.26%+2.06%
6VWOVanguard Ftse Emerging MarkeETF-Emerging Markets4.79%—-0.03%
7QQQMInvesco Nasdaq 100 ETFETF-Tech4.25%+0.16%+10.68%
8QQQInvesco Qqq Trust Series 1ETF-Tech3.93%-0.24%+0.37%
9VEAVanguard Ftse Developed ETFETF-Other3.51%-0.14%-6.26%
10AGGIshares Core U.s. AggregateETF-Other3.07%—+0.50%
11IUSGIshares Core S&p U.s. GrowthETF-Other2.95%-0.52%-7.76%
12XLRESs Real Estate Select SectorETF-Other2.01%+0.26%+13.37%
13BRK-BBerkshire Hathaway Inc-cl BStock-Other2.01%+0.09%+9.77%
14IOOIshares Global 100 ETFETF-Other1.84%-0.11%-1.17%
15VFLOVictoryshares Free Cash FlowETF-Other1.75%+0.23%+14.81%
16IEFIshares 7-10 Year Treasury BETF-Gov Bonds1.61%—+1.24%
17MMITNyli Mackay Muni Intrm ETFETF-Other1.46%+0.24%+21.15%
18JPSTJpmorgan Ultra-short IncomeETF-Other1.32%-0.48%-26.92%
19AAPLApple INCStock-Tech1.31%-0.10%-0.49%
20VOOVanguard S&p 500 ETFETF-Large Cap & Growth1.15%-0.17%-8.29%
21SMHVaneck Semiconductor ETFETF-Other1.14%-0.24%-21.89%
22ITOTIshares Core S&p Total U.s.ETF-Other0.96%—+6.55%
23JPMJpmorgan Chase & CoStock-Financials0.95%-0.09%+0.80%
24SHYGIshares 0-5 Yr Hy CORP BondETF-Corp Bonds0.95%+0.10%+12.86%
25CATCaterpillar INCStock-Industrials0.86%+0.16%+0.33%
26PKWInvesco Buyback Achievers EtETF-Other0.81%—+0.86%
27NVDANvidia CORPStock-Tech0.69%—+1.89%
28MSFTMicrosoft CORPStock-Tech0.68%-0.19%+2.06%
29SCHDSchwab US Dvd Equity ETFETF-Other0.62%-0.54%-52.33%
30XOMExxon Mobil CORPStock-Energy0.61%+0.20%+5.36%
31SPGPInvesco S&p 500 Garp ETFETF-Large Cap & Growth0.57%-0.15%-16.24%
32MRKMerck & Co. INC.Stock-Healthcare0.55%+0.09%+4.60%
33CVXChevron CORPStock-Energy0.55%+0.14%-0.64%
34SHYIshares 1-3 Year Treasury BoETF-Gov Bonds0.53%+0.08%+19.29%
35DEWWisdomtree Global High DividETF-Other0.52%—-17.26%
36JNJJohnson & JohnsonStock-Healthcare0.47%+0.07%-0.88%
37PGProcter & Gamble Co/theStock-Consumer Staples0.41%—+12.92%
38XLUSt Sr Utl Sl Se Spdr Etf-usdETF-Other0.41%—+4.57%
39LLYEli Lilly & CoStock-Healthcare0.40%-0.08%-0.40%
40IGVIshares Expanded Tech-softwaETF-Tech0.40%+0.40%NEW
41BXBlackstone INCStock-Financials0.38%-0.13%+0.23%
42DIASs Spdr Dow Jones Indus AvgETF-Large Cap & Growth0.37%—+0.59%
43CZFSCitizens Financial ServicesStock-Other0.37%—+2.16%
44MTBM & T Bank CORPStock-Financials0.36%—+1.73%
45AMZNAmazon.com INCStock-Consumer Disc0.33%—+6.40%
46NWBINorthwest Bancshares INCStock-Other0.32%—-7.37%
47KOCoca-cola Co/theStock-Consumer Staples0.31%—+5.33%
48VZVerizon Communications INCStock-Comm Services0.30%+0.07%+5.74%
49IBMIntl Business Machines CORPStock-Tech0.30%-0.20%-28.16%
50AMGNAmgen INCStock-Healthcare0.29%—-3.51%
1–50 of 200

Holding changes this quarter

Hudock, Inc.'s most significant position changes for 2026-03-31: Sold out: Sprott Physical Silver Trust (PSLV); New buy: Ishares Expanded Tech-softwa (IGV); Sold out: Ss Consumer Staples Sel Sect (XLP); New buy: Unitedhealth Group INC (UNH); New buy: Nike INC -cl B (NKE).

Position changes disclosed by Hudock, Inc. for the quarter ending 2026-03-31, including ticker, issuer, weight change, shares change, and action
#TickerIssuerWeight ChangeShares ChangeAction
1DFIVDimensional International Va+1.5%+33.52%Add
2IJRIshares Core S&p Small-cap E+0.3%+2.06%Add
3XLRESs Real Estate Select Sector+0.3%+13.37%Add
4IJHIshares Core S&p Midcap ETF+0.3%+2.56%Add
5MMITNyli Mackay Muni Intrm ETF+0.2%+21.15%Add
6VFLOVictoryshares Free Cash Flow+0.2%+14.81%Add
7XOMExxon Mobil CORP+0.2%+5.36%Add
8CATCaterpillar INC+0.2%+0.33%Add
9QQQMInvesco Nasdaq 100 ETF+0.2%+10.68%Add
10CVXChevron CORP+0.1%-0.64%Trim
11HDHome Depot INC+0.1%+105.57%Add
12SHYGIshares 0-5 Yr Hy CORP Bond+0.1%+12.86%Add
13MRKMerck & Co. INC.+0.1%+4.60%Add
14BRK-BBerkshire Hathaway Inc-cl B+0.1%+9.77%Add
15SHYIshares 1-3 Year Treasury Bo+0.1%+19.29%Add
16GLWCorning INC+0.1%+0.04%Add
17VZVerizon Communications INC+0.1%+5.74%Add
18JNJJohnson & Johnson+0.1%-0.88%Trim
19VCITVanguard Int-term Corporate-0.1%+0.06%Add
20SOFISofi Technologies INC-0.1%+17.46%Add
21LLYEli Lilly & Co-0.1%-0.40%Trim
22PPHVaneck Pharmaceutical ETF-0.1%-55.14%Trim
23JPMJpmorgan Chase & Co-0.1%+0.80%Add
24AAPLApple INC-0.1%-0.49%Trim
25CSCOCisco Systems INC-0.1%-37.82%Trim
26IOOIshares Global 100 ETF-0.1%-1.17%Trim
27MCDMcdonald's CORP-0.1%-48.37%Trim
28BXBlackstone INC-0.1%+0.23%Add
29VEAVanguard Ftse Developed ETF-0.1%-6.26%Trim
30MUBIshares National Muni Bond E-0.1%-35.08%Trim
31SPGPInvesco S&p 500 Garp ETF-0.2%-16.24%Trim
32COWZPacer US Cash Cows 100 ETF-0.2%-40.47%Trim
33VOOVanguard S&p 500 ETF-0.2%-8.29%Trim
34MSFTMicrosoft CORP-0.2%+2.06%Add
35IBMIntl Business Machines CORP-0.2%-28.16%Trim
36QQQInvesco Qqq Trust Series 1-0.2%+0.37%Add
37SMHVaneck Semiconductor ETF-0.2%-21.89%Trim
38IVVIshares Core S&p 500 ETF-0.3%+2.91%Add
39JPSTJpmorgan Ultra-short Income-0.5%-26.92%Trim
40IUSGIshares Core S&p U.s. Growth-0.5%-7.76%Trim
41SCHDSchwab US Dvd Equity ETF-0.5%-52.33%Trim
42PSLVSprott Physical Silver Trust—EXITSold out
43IGVIshares Expanded Tech-softwa—NEWNew buy
44XLPSs Consumer Staples Sel Sect—EXITSold out
45UNHUnitedhealth Group INC—NEWNew buy
46NKENike INC -cl B—NEWNew buy
47ICEIntercontinental Exchange In—EXITSold out
48HYDVaneck High Yield Muni ETF—EXITSold out
49NETCloudflare INC - Class A—NEWNew buy
50EFAIshares Msci Eafe ETF—NEWNew buy

FAQ

What is Hudock, Inc. and what type of investor is it?
Hudock, Inc. 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 $679.7M, spread across 200 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) — $83.2M (12.2%) 2. Vanguard Int-term Corporate (VCIT) — $40.0M (5.9%) 3. Ishares Core S&p Midcap ETF (IJH) — $36.4M (5.4%) 4. Dimensional International Va (DFIV) — $35.0M (5.2%) 5. Ishares Core S&p Small-cap E (IJR) — $34.4M (5.1%)
What changes did Hudock, Inc. make in its most recent portfolio filing?
In the latest reported quarter, Hudock, Inc. made 50 notable position adjustments: 5 new positions were initiated, 23 existing holdings were added to, 18 positions were partially reduced, and 4 were completely exited. The largest of these moves: Sold out: Sprott Physical Silver Trust (PSLV); New buy: Ishares Expanded Tech-softwa (IGV); Sold out: Ss Consumer Staples Sel Sect (XLP); New buy: Unitedhealth Group INC (UNH); New buy: Nike INC -cl B (NKE)
What sectors does Hudock, Inc. focus on?
Hudock, Inc. is concentrated in the following sectors based on its current disclosed equity portfolio: • Financials: 24.3% • Information Technology: 23.3% • Health Care: 10.8% • Industrials: 10.7% • Energy: 7.3% • Consumer Staples: 6.6%