Hudson Capital Management LLC
Registered adviserRegulatory profile
From Form ADV, the SEC filer profile, 13D/13G type codes and N-CEN, never from the name.
| Rosters | Regulatory AUM | Main clients |
|---|---|---|
| Apr 2026 to Oct 2026 | $642,604,900 | Individuals and high net worth (91%) |
| Apr 2025 to Mar 2026 | $538,263,465 | Individuals and high net worth (90%) |
| Apr 2024 to Mar 2025 | $484,587,182 | Individuals and high net worth (92%) |
| May 2023 to Mar 2024 | $448,324,293 | Individuals and high net worth (92%) |
| Apr 2023 | $448,324,293 | Individuals and high net worth (92%) |
| Apr 2022 to Mar 2023 | $416,257,522 | Individuals and high net worth (94%) |
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.
Closest benchmark: the Dow Jones Industrial Average as of 2026-07-31, active share 80.9%; sector active share 26.8% 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.
View clone backtestPortfolio Concentration
77 tracked positions · as of Sep 30, 2026 · Δ vs Jun 30, 2026Portfolio Trend
Sector Breakdown
As of Sep 30, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Unclassified | 51.4% | $206,273,269 |
| Technology | 13.9% | $55,882,937 |
| Healthcare | 6.8% | $27,482,872 |
| Financial Services | 5.3% | $21,327,239 |
| Consumer Cyclical | 5.1% | $20,413,386 |
| Communication Services | 3.7% | $14,992,394 |
| Industrials | 3.5% | $14,068,591 |
| Consumer Defensive | 3.1% | $12,380,888 |
| Energy | 2.6% | $10,290,978 |
| Basic Materials | 1.8% | $7,192,253 |
| Real Estate | 1.4% | $5,668,610 |
| Utilities | 1.4% | $5,529,296 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| BOND | PIMCO Active Bond Exchange-Traded Fund | +41,748 | 484,509 | $42,147,437 | |
| BSCQ | Invesco BulletShares 2026 Corporate Bond ETF | +31,364 | 1,357,555 | $26,499,473 | |
| AGG | iShares Core U.S. Aggregate Bond ETF | +17,905 | 302,241 | $28,573,864 | |
| BAB | Invesco Exchange-Traded Fund Trust II | +15,957 | 151,176 | $3,824,752 | |
| T | At&T Inc. | +3,442 | 248,296 | $6,058,422 | |
| PHM | Pultegroup Inc/Mi/ | +2,120 | 50,745 | $5,889,464 | |
| VST | Vistra Corp. | +1,612 | 39,966 | $5,529,296 | |
| CTSH | Cognizant Technology Solutions Corp | +1,500 | 90,927 | $5,222,846 | |
| WMT | Walmart Inc. | +1,343 | 63,614 | $6,610,766 | |
| ZM | Zoom Communications, Inc. | +1,153 | 71,960 | $6,531,809 | |
| PG | PROCTER & GAMBLE Co | +1,029 | 38,157 | $5,543,448 | |
| IJK | iShares S&P Mid-Cap 400 Growth ETF | +865 | 203,787 | $22,337,093 | |
| CI | Cigna Group | +616 | 20,143 | $5,475,471 | |
| CBRE | Cbre Group, Inc. | +559 | 44,124 | $5,668,610 | |
| AVEM | Avantis Emerging Markets Equity ETF | +474 | 97,903 | $9,204,840 | |
| IJJ | iShares S&P Mid-Cap 400 Value ETF | +428 | 48,740 | $6,711,985 | |
| PRU | Prudential Financial Inc | +419 | 53,849 | $6,116,169 | |
| ISTB | iShares Core 1-5 Year USD Bond ETF | +393 | 6,982 | $329,899 | |
| IEFA | iShares Core MSCI EAFE ETF | +276 | 255,242 | $24,727,844 | |
| PCAR | Paccar Inc | +228 | 54,869 | $6,025,164 | |
| QCOM | Qualcomm Inc/De | +199 | 37,226 | $6,851,073 | |
| IEF | iShares 7-10 Year Treasury Bond ETF | +199 | 3,398 | $303,475 | |
| ADP | Automatic Data Processing Inc | +135 | 10,035 | $2,589,632 | |
| RSP | Victory Portfolios II | +100 | 1,120 | $0 | |
| AMZN | Amazon Com Inc | +39 | 1,539 | $383,441 | |
| No positions match the current search. | |||||
Trimmed
Positions the filer reduced| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| CSCO | Cisco Systems, Inc. | −9,995 | 73,702 | $7,932,546 | |
| VLO | Valero Energy Corp/Tx | −6,503 | 24,020 | $9,310,392 | |
| NUE | Nucor Corp | −5,309 | 30,769 | $7,192,253 | |
| GM | General Motors Co | −4,620 | 89,035 | $6,855,695 | |
| BAC | Bank Of America Corp /De/ | −3,641 | 125,944 | $6,855,131 | |
| PSC | Principal U.S. Small-Cap ETF | −2,537 | 191,206 | $12,759,176 | |
| EBAY | Ebay Inc | −2,515 | 68,692 | $7,284,786 | |
| GLDM | World Gold Trust | −1,935 | 104,893 | $8,620,106 | |
| BMY | Bristol Myers Squibb Co | −1,315 | 108,039 | $6,741,633 | |
| GOOGL | Alphabet Inc. | −1,235 | 23,303 | $8,018,096 | |
| GILD | Gilead Sciences, Inc. | −1,159 | 51,788 | $7,719,001 | |
| JPM | Jpmorgan Chase & Co | −940 | 22,685 | $7,504,878 | |
| CRM | Salesforce, Inc. | −754 | 28,157 | $6,464,002 | |
| CAT | Caterpillar Inc | −593 | 9,349 | $7,580,075 | |
| AAPL | Apple Inc. | −574 | 31,379 | $10,449,834 | |
| IVW | iShares S&P 500 Growth ETF | −568 | 22,186 | $3,156,180 | |
| IBM | International Business Machines Corp | −555 | 1,071 | $235,545 | |
| IJR | iShares Core S&P Small-Cap ETF | −449 | 45,015 | $6,123,840 | |
| IEMG | iShares Trust | −257 | 5,319 | $0 | |
| MRK | Merck & Co., Inc. | −100 | 2,096 | $304,569 | |
| TOTL | State Street(R) DoubleLine(R) Total Return Tactical ETF | −100 | 11,315 | $423,407 | |
| AVGO | Broadcom Inc. | −95 | 19,562 | $6,869,978 | |
| GOOG | Alphabet Inc. | −45 | 1,113 | $379,243 | |
| NVS | Novartis AG | −29 | 2,011 | $286,708 | |
| GLD | Spdr Gold Trust | −17 | 4,551 | $1,733,202 | |
| No positions match the current search. | |||||
New Positions
Positions the filer opened this quarter| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| XLK | State Street(R) Technology Select Sector SPDR(R) ETF | 3,960 | $775,170 | |
| SGOV | iShares 0-3 Month Treasury Bond ETF | 2,788 | $280,695 | |
| CLBK | Columbia Financial, Inc./MD/ | 20,640 | $228,278 | |
| LNG | Cheniere Energy, Inc. | 805 | $216,569 | |
| XLV | State Street(R) Health Care Select Sector SPDR(R) ETF | 1,244 | $209,514 | |
| RSPT | Victory Portfolios II | 5,368 | $0 | |
| IYW | iShares, Inc. | 772 | $0 | |
| No positions match the current search. | ||||
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| BOND |
PIMCO Active Bond Exchange-Traded Fund
|
Added | 484,509 | $42,147,437 | 10.50% | |
| AGG |
iShares Core U.S. Aggregate Bond ETF
|
Added | 302,241 | $28,573,864 | 7.12% | |
| BSCQ |
Invesco BulletShares 2026 Corporate Bond ETF
|
Added | 1,357,555 | $26,499,473 | 6.60% | |
| IEFA |
iShares Core MSCI EAFE ETF
|
Added | 255,242 | $24,727,844 | 6.16% | |
| IJK |
iShares S&P Mid-Cap 400 Growth ETF
|
Added | 203,787 | $22,337,093 | 5.56% | |
| PSC |
Principal U.S. Small-Cap ETF
|
Reduced | 191,206 | $12,759,176 | 3.18% | |
| AAPL |
Apple Inc.
Technology
|
Reduced | 31,379 | $10,449,834 | 2.60% | |
| VLO |
Valero Energy Corp/Tx
Energy
|
Reduced | 24,020 | $9,310,392 | 2.32% | |
| AVEM |
Avantis Emerging Markets Equity ETF
|
Added | 97,903 | $9,204,840 | 2.29% | |
| GLDM |
World Gold Trust
|
Reduced | 104,893 | $8,620,106 | 2.15% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
Reduced | 23,303 | $8,018,096 | 2.00% | |
| CSCO |
Cisco Systems, Inc.
Technology
|
Reduced | 73,702 | $7,932,546 | 1.98% | |
| GILD |
Gilead Sciences, Inc.
Healthcare
|
Reduced | 51,788 | $7,719,001 | 1.92% | |
| CAT |
Caterpillar Inc
Industrials
|
Reduced | 9,349 | $7,580,075 | 1.89% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
Reduced | 22,685 | $7,504,878 | 1.87% | |
| EBAY |
Ebay Inc
Consumer Cyclical
|
Reduced | 68,692 | $7,284,786 | 1.81% | |
| NUE |
Nucor Corp
Basic Materials
|
Reduced | 30,769 | $7,192,253 | 1.79% | |
| AVGO |
Broadcom Inc.
Technology
|
Reduced | 19,562 | $6,869,978 | 1.71% | |
| GM |
General Motors Co
Consumer Cyclical
|
Reduced | 89,035 | $6,855,695 | 1.71% | |
| BAC |
Bank Of America Corp /De/
Financial Services
|
Reduced | 125,944 | $6,855,131 | 1.71% | |
| QCOM |
Qualcomm Inc/De
Technology
|
Added | 37,226 | $6,851,073 | 1.71% | |
| BMY |
Bristol Myers Squibb Co
Healthcare
|
Reduced | 108,039 | $6,741,633 | 1.68% | |
| IJJ |
iShares S&P Mid-Cap 400 Value ETF
|
Added | 48,740 | $6,711,985 | 1.67% | |
| WMT |
Walmart Inc.
Consumer Defensive
|
Added | 63,614 | $6,610,766 | 1.65% | |
| ZM |
Zoom Communications, Inc.
Technology
|
Added | 71,960 | $6,531,809 | 1.63% | |
| CRM |
Salesforce, Inc.
Technology
|
Reduced | 28,157 | $6,464,002 | 1.61% | |
| REGN |
Regeneron Pharmaceuticals, Inc.
Healthcare
|
Reduced | 8,443 | $6,402,073 | 1.59% | |
| IJR |
iShares Core S&P Small-Cap ETF
|
Reduced | 45,015 | $6,123,840 | 1.53% | |
| PRU |
Prudential Financial Inc
Financial Services
|
Added | 53,849 | $6,116,169 | 1.52% | |
| T |
At&T Inc.
Communication Services
|
Added | 248,296 | $6,058,422 | 1.51% | |
| PCAR |
Paccar Inc
Industrials
|
Added | 54,869 | $6,025,164 | 1.50% | |
| PHM |
Pultegroup Inc/Mi/
Consumer Cyclical
|
Added | 50,745 | $5,889,464 | 1.47% | |
| CBRE |
Cbre Group, Inc.
Real Estate
|
Added | 44,124 | $5,668,610 | 1.41% | |
| PG |
PROCTER & GAMBLE Co
Consumer Defensive
|
Added | 38,157 | $5,543,448 | 1.38% | |
| VST |
Vistra Corp.
Utilities
|
Added | 39,966 | $5,529,296 | 1.38% | |
| CI |
Cigna Group
Healthcare
|
Added | 20,143 | $5,475,471 | 1.36% | |
| CTSH |
Cognizant Technology Solutions Corp
Technology
|
Added | 90,927 | $5,222,846 | 1.30% | |
| IVE |
iShares S&P 500 Value ETF
|
Added | 18,582 | $4,241,898 | 1.06% | |
| BAB |
Invesco Exchange-Traded Fund Trust II
|
Added | 151,176 | $3,824,752 | 0.95% | |
| IVW |
iShares S&P 500 Growth ETF
|
Reduced | 22,186 | $3,156,180 | 0.79% | |
| ADP |
Automatic Data Processing Inc
Technology
|
Added | 10,035 | $2,589,632 | 0.64% | |
| GLD |
Spdr Gold Trust
|
Reduced | 4,551 | $1,733,202 | 0.43% | |
| NVDA |
Nvidia Corp
Technology
|
Added | 6,834 | $1,560,748 | 0.39% | |
| VTI |
VANGUARD TOTAL STOCK MARKET INDEX FUND
|
Added | 2,870 | $1,074,068 | 0.27% | |
| IVV |
iShares Core S&P 500 ETF
|
Held | 1,402 | $1,073,721 | 0.27% | |
| XLK |
State Street(R) Technology Select Sector SPDR(R) ETF
|
NEW | 3,960 | $775,170 | 0.19% | |
| IWF |
iShares Russell 1000 Growth ETF
|
Held | 6,108 | $765,088 | 0.19% | |
| META |
Meta Platforms, Inc.
Communication Services
|
Added | 740 | $536,633 | 0.13% | |
| MSFT |
Microsoft Corp
Technology
|
Added | 990 | $507,771 | 0.13% | |
| XOM |
ExxonMobil Holdings Corp
Energy
|
Held | 2,707 | $440,564 | 0.11% |
Showing the top 50 of 77 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.