Hudock, Inc.

Registered adviser

CIK

1543536

Location

Williamsport, PA

Portfolio Value

Small $463,441,764

Diversification

Diversified

Filing Date

Global Rank

#3,696 / 8,811 ▼ 103 · as of Jun 2026

Top Industry

Drug Manufacturers - General 9.8%

Period ended 21 days ago

Filed Oct 14, 2026 · 7d

27 quarters · since Mar 2020

Regulatory profile

From Form ADV, the SEC filer profile, 13D/13G type codes and N-CEN, never from the name.

Holder type

Registered adviser

Form ADV roster, Oct 1, 2026

Form ADV adviser

CRD 149255

Roster of Oct 1, 2026

Regulatory AUM

$1,003,191,859

Main clients

Individuals and high net worth (96% of AUM)

Form ADV history

Monthly rosters from Dec 2019; each row is a run with the same figures, newest first.

Rosters	Regulatory AUM	Main clients
Mar 2026 to Oct 2026	$1,003,191,859	Individuals and high net worth (96%)
Apr 2025 to Feb 2026	$849,132,928	Individuals and high net worth (96%)
Apr 2024 to Mar 2025	$747,229,946	Individuals and high net worth (96%)
May 2023 to Mar 2024	$633,441,793	Individuals and high net worth (96%)
Apr 2023	$633,441,793	Individuals and high net worth (96%)
Apr 2022 to Mar 2023	$732,857,277	Individuals and high net worth (97%)

3 earlier changes not shown.

Portfolio style

Measured from the filed 13F common-share book for Jun 30, 2026, the newest measured quarter, never from the firm's own description.

Style

Diversified active

Top 10 weight 56.9%, 25.2 effective positions, active share 71.9% against every 13F filer's combined book; it meets none of the index-like, systematic-like or concentrated tests

Turnover

Low turnover

21.5% over the last four quarters (under 30%)

Horizon

Long horizon

Value-weighted holding period 18.4 quarters (12+), a floor since 55.0% of the book was already held when coverage starts

Closest benchmark: every 13F filer's combined book, active share 71.9%; sector active share 54.2% against the combined 13F book's sector weights.

Over time 26 measured quarters

How the bands are measured

Style bands measure the filed 13F common-share book each closed quarter, tested in this order. Unknown: under $10,000,000 of valued equity or 5 stocks. Index-like (100+ stocks): active share of 20% or less against the closest benchmark, which is the S&P 500, S&P MidCap 400, S&P SmallCap 600, Russell 1000, Russell 2000, Nasdaq-100 or Dow Jones Industrial Average (weighted by an index-tracking fund's reported holdings or the index's constituents nearest the quarter end, over the names resolved to companies, and only when those are 90%+ of its weight) or every 13F filer's combined book, or index series holding 80%+ of the registered fund assets it advises (N-CEN) and equal to 50%+ of its book. Systematic-like: 500+ stocks, 100%+ annual turnover and a top 10 weight of 25% or less. Concentrated: a top 10 weight of 60%+ or 12 or fewer effective positions. Diversified active: none of these. Turnover is the smaller of buys and sells over average equity value, summed over four quarters: low under 30%, high 100%+. Horizon is the value-weighted number of quarters each position has been held: short under 4, long 12+.

Clone Performance

Build a hypothetical price-return history from this filer's public 13F holdings.

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Portfolio Concentration

225 tracked positions · as of Sep 30, 2026 · Δ vs Jun 30, 2026

Top Position

8.1%

−0.0 pts

Top 5

36.2%

−1.0 pts

Top 10

51.6%

−5.3 pts

HHI

359

Diversified−37

Portfolio Trend

27 quarters · across all stocks

Sector Breakdown

As of Sep 30, 2026

Sector	% Portfolio	Value	Positions
Unclassified	62.5%	$289,824,231	81
Financial Services	10.6%	$49,173,682	30
Technology	9.7%	$45,100,332	31
Healthcare	4.2%	$19,287,445	17
Industrials	3.3%	$15,129,742	19
Energy	2.9%	$13,450,941	9
Consumer Defensive	1.9%	$8,860,864	8
Communication Services	1.7%	$8,062,847	7
Consumer Cyclical	1.4%	$6,432,510	7
Utilities	1.1%	$4,930,145	10
Basic Materials	0.6%	$2,611,814	5
Real Estate	0.1%	$577,211	1

Last Quarter's Activity

Export CSV

Sep 30, 2026 vs Jun 30, 2026

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
SHYG	iShares 0-5 Year High Yield Corporate Bond ETF	+33,981	191,704	$0
PMMF		+23,926	45,357	$4,546,132
XOM	ExxonMobil Holdings Corp	+10,429	41,061	$6,682,677
TLT	iShares 20+ Year Treasury Bond ETF	+9,887	12,319	$0
SHY	iShares 1-3 Year Treasury Bond ETF	+5,401	49,261	$0
XLRE	State Street(R) Real Estate Select Sector SPDR(R) ETF	+4,699	340,165	$13,916,150
IJH	iShares Core S&P Mid-Cap ETF	+3,272	540,088	$0
PPL	PPL Corp	+3,186	25,613	$842,411
MCD	Mcdonalds Corp	+3,158	5,634	$1,301,115
VEA	Vanguard FTSE Developed Markets ETF	+2,873	375,670	$26,526,058
NFLX	Netflix Inc	+1,666	7,284	$506,820
IOO	iShares Global 100 ETF	+1,646	107,690	$0
VXUS	Vanguard Total International Stock ETF	+1,613	24,286	$2,063,338
CZFS	Citizens Financial Services Inc	+1,511	79,603	$6,257,591
VWO	VANGUARD EMERGING MARKETS STOCK INDEX FUND	+1,318	603,799	$35,811,318
VRT	Vertiv Holdings Co	+1,078	5,291	$1,276,771
CRWD	CrowdStrike Holdings, Inc.	+1,003	1,546	$409,303
VTV	VANGUARD VALUE INDEX FUND	+918	6,816	$1,472,801
MRVL	Marvell Technology, Inc.	+877	4,579	$1,209,817
IJR	iShares Core S&P Small-Cap ETF	+806	269,631	$0
CZNC	Citizens & Northern Corp	+790	51,592	$1,290,831
BX	Blackstone Inc.	+560	22,929	$2,570,111
ARTY	iShares Future AI & Tech ETF	+492	28,702	$0
ITA	iShares U.S. Aerospace & Defense ETF	+404	3,851	$0
SITM	SITIME Corp	+378	853	$556,181
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
AGG	iShares Core U.S. Aggregate Bond ETF	−142,842	69,726	$0
IEF	iShares 7-10 Year Treasury Bond ETF	−113,000	4,395	$0
MMIT	NYLIM ETF Trust	−99,348	314,151	$0
VCIT	VANGUARD INTERMEDIATE-TERM CORPORATE BOND INDEX FUND	−84,698	412,140	$32,274,683
VFLO	VictoryShares Free Cash Flow ETF	−49,107	254,979	$13,052,375
PKW	Victory Portfolios II	−29,566	11,344	$0
VZ	Verizon Communications Inc	−20,549	19,745	$905,703
JPST	JPMorgan Ultra-Short Income ETF	−12,732	154,615	$7,787,957
SOFI	SoFi Technologies, Inc.	−8,893	75,181	$1,181,845
INTC	Intel Corp	−4,877	6,773	$814,317
SCHD	Schwab U.S. Dividend Equity ETF	−4,440	129,444	$4,210,813
DFIV	Dimensional International Value ETF	−4,172	669,412	$37,393,354
MUB	iShares National Muni Bond ETF	−3,697	11,713	$0
XLU	State Street(R) Utilities Select Sector SPDR(R) ETF	−3,566	57,095	$2,251,826
COWZ	Pacer US Cash Cows 100 ETF	−2,261	26,599	$1,775,749
PFE	Pfizer Inc	−2,114	30,953	$882,779
DEW	WisdomTree Global High Dividend Fund	−1,440	52,148	$0
AAPL	Apple Inc.	−1,129	33,859	$11,275,724
IVV	iShares Core S&P 500 ETF	−1,051	125,763	$0
NWBI	Northwest Bancshares, Inc.	−841	170,732	$2,533,662
ARM	Arm Holdings PLC	−826	1,255	$363,523
VTEB	VANGUARD TAX-EXEMPT BOND INDEX FUND	−709	17,220	$815,539
ZS	Zscaler, Inc.	−687	1,514	$301,921
HSY	Hershey Co	−623	2,311	$364,236
XLV	State Street(R) Health Care Select Sector SPDR(R) ETF	−586	9,164	$1,543,400
No positions match the current search.

New Positions

Positions the filer opened this quarter

16 positions

Ticker	Company	Shares	Value
SPTL	State Street(R) SPDR(R) Portfolio Long Term Treasury ETF	498,478	$11,888,700
XAGG	Eaton Vance Income Opportunities ETF	133,433	$6,425,466
POW	VistaShares Electrification Supercycle ETF	169,167	$4,398,342
PZA	Invesco National AMT-Free Municipal Bond ETF	199,621	$4,269,893
EVTR	Eaton Vance Total Return Bond ETF	49,620	$2,391,187
SPCX	Space Exploration Technologies Corp	2,714	$409,434
HOOD	Robinhood Markets, Inc.	3,334	$375,075
PLTR	Palantir Technologies Inc.	1,326	$248,028
NEM	NEWMONT Corp	2,005	$231,256
HON	Honeywell International Inc	1,076	$226,971
SHEL	Shell plc	2,289	$217,569
AMP	Ameriprise Financial Inc	427	$210,233
ISRG	Intuitive Surgical Inc	508	$206,568
QXO	QXO, Inc.	10,861	$126,965
ILTB	iShares Core 10+ Year USD Bond ETF	483,152	$0
—		1,015	$0
No positions match the current search.

Sold Out

Positions the filer fully exited

8 positions

Ticker	Company	Shares	Value
NEAR	iShares Short Duration Bond Active ETF	11,403	$577,675
BA	Boeing Co	1,428	$309,119
YUM	Yum Brands Inc	1,405	$224,603
RWJ	Invesco Ltd.	3,514	$209,083
HYD	VanEck High Yield Muni ETF	4,005	$206,297
WDC	Western Digital Corp	322	$205,667
AOS	Smith A O Corp	3,231	$202,648
—		1,223	$202,259
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

225 tracked positions · $463,441,764 total · filing declares 225 positions · $789,535,153 · as of Sep 30, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Real Estate Technology Utilities

Showing 1–50 of 225 positions by value · page 1 of 5

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
DFIV	Dimensional International Value ETF	Reduced	669,412	-4,172	$37,393,354	+2.8%	8.07%
VWO	VANGUARD EMERGING MARKETS STOCK INDEX FUND	Added	603,799	+1,318	$35,811,318	−0.4%	7.73%
QQQ	Invesco Qqq Trust, Series 1	Reduced	46,514	-558	$34,409,661	−0.7%	7.42%
VCIT	VANGUARD INTERMEDIATE-TERM CORPORATE BOND INDEX FUND	Reduced	412,140	-84,698	$32,274,683	−21.4%	6.96%
VEA	Vanguard FTSE Developed Markets ETF	Added	375,670	+2,873	$26,526,058	−0.1%	5.72%
BRK-B	Berkshire Hathaway Inc Financial Services	Added	28,999	+2	$14,440,052	−0.5%	3.12%
XLRE	State Street(R) Real Estate Select Sector SPDR(R) ETF	Added	340,165	+4,699	$13,916,150	−5.8%	3.00%
VFLO	VictoryShares Free Cash Flow ETF	Reduced	254,979	-49,107	$13,052,375	−6.2%	2.82%
SMH	VanEck Semiconductor ETF	Added	20,384	+62	$12,413,856	−6.9%	2.68%
SPTL	State Street(R) SPDR(R) Portfolio Long Term Treasury ETF	NEW	498,478	NEW	$11,888,700	NEW	2.57%
AAPL	Apple Inc. Technology	Reduced	33,859	-1,129	$11,275,724	+11.4%	2.43%
VOO	VANGUARD 500 INDEX FUND	Added	13,512	+280	$9,470,020	+4.2%	2.04%
JPST	JPMorgan Ultra-Short Income ETF	Reduced	154,615	-12,732	$7,787,957	−8.0%	1.68%
JPM	Jpmorgan Chase & Co Financial Services	Added	20,809	+77	$6,884,241	+1.4%	1.49%
XOM	ExxonMobil Holdings Corp Energy	Added	41,061	+10,429	$6,682,677	+59.6%	1.44%
XAGG	Eaton Vance Income Opportunities ETF	NEW	133,433	NEW	$6,425,466	NEW	1.39%
CAT	Caterpillar Inc Industrials	Reduced	7,884	-222	$6,392,268	−25.9%	1.38%
CZFS	Citizens Financial Services Inc Financial Services	Added	79,603	+1,511	$6,257,591	+10.6%	1.35%
MSFT	Microsoft Corp Technology	Reduced	12,081	-467	$6,196,344	+32.4%	1.34%
NVDA	Nvidia Corp Technology	Reduced	26,070	-386	$5,953,866	+12.5%	1.28%
PMMF		Added	45,357	+23,926	$4,546,132	+111.5%	0.98%
MRK	Merck & Co., Inc. Healthcare	Reduced	31,114	-38	$4,521,175	+12.9%	0.98%
POW	VistaShares Electrification Supercycle ETF	NEW	169,167	NEW	$4,398,342	NEW	0.95%
PZA	Invesco National AMT-Free Municipal Bond ETF	NEW	199,621	NEW	$4,269,893	NEW	0.92%
SCHD	Schwab U.S. Dividend Equity ETF	Reduced	129,444	-4,440	$4,210,813	−0.8%	0.91%
CVX	Chevron Corp Energy	Added	20,243	+193	$4,133,823	+24.4%	0.89%
LLY	ELI LILLY & Co Healthcare	Added	3,062	+57	$3,542,978	−1.7%	0.76%
JNJ	Johnson & Johnson Healthcare	Reduced	13,115	-49	$3,472,065	+3.9%	0.75%
MTB	M&T Bank Corp Financial Services	Added	13,891	+62	$3,022,681	−8.2%	0.65%
PG	PROCTER & GAMBLE Co Consumer Defensive	Reduced	19,372	-73	$2,814,364	−1.3%	0.61%
DIA	Spdr Dow Jones Industrial Average ETF Trust	Reduced	5,422	-21	$2,757,358	−3.0%	0.59%
BX	Blackstone Inc. Financial Services	Added	22,929	+560	$2,570,111	−2.4%	0.55%
NWBI	Northwest Bancshares, Inc. Financial Services	Reduced	170,732	-841	$2,533,662	−2.6%	0.55%
KO	Coca Cola Co Consumer Defensive	Reduced	28,277	-176	$2,434,084	+5.3%	0.53%
AMZN	Amazon Com Inc Consumer Cyclical	Reduced	9,753	-489	$2,429,959	−0.5%	0.52%
AMGN	Amgen Inc Healthcare	Reduced	5,705	-28	$2,404,714	+15.8%	0.52%
EVTR	Eaton Vance Total Return Bond ETF	NEW	49,620	NEW	$2,391,187	NEW	0.52%
GLW	Corning Inc Technology	Added	15,270	+4	$2,347,915	−39.8%	0.51%
GOOG	Alphabet Inc. Communication Services	Added	6,849	+228	$2,333,728	−0.2%	0.50%
XLU	State Street(R) Utilities Select Sector SPDR(R) ETF	Reduced	57,095	-3,566	$2,251,826	−18.1%	0.49%
VXUS	Vanguard Total International Stock ETF	Added	24,286	+1,613	$2,063,338	+6.5%	0.45%
IBM	International Business Machines Corp Technology	Reduced	8,147	-43	$1,791,769	−22.2%	0.39%
COWZ	Pacer US Cash Cows 100 ETF	Reduced	26,599	-2,261	$1,775,749	−1.1%	0.38%
CHMG	Chemung Financial Corp Financial Services	Held	21,914	0	$1,771,966	+8.4%	0.38%
CSCO	Cisco Systems, Inc. Technology	Reduced	16,130	-182	$1,736,071	−9.4%	0.37%
GOOGL	Alphabet Inc. Communication Services	Reduced	4,956	-201	$1,705,260	−7.5%	0.37%
META	Meta Platforms, Inc. Communication Services	Added	2,149	+212	$1,558,411	+42.8%	0.34%
XLV	State Street(R) Health Care Select Sector SPDR(R) ETF	Reduced	9,164	-586	$1,543,400	−0.2%	0.33%
VTI	VANGUARD TOTAL STOCK MARKET INDEX FUND	Reduced	4,098	-18	$1,533,635	+0.7%	0.33%
VTV	VANGUARD VALUE INDEX FUND	Added	6,816	+918	$1,472,801	+14.6%	0.32%

Showing the top 50 of 225 positions. Create a free account to see every position, past quarters, search, filters and CSV export.

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.