Hudson Portfolio Management LLC

CIK

1847700

Location

Garrison, NY

Portfolio Value

Micro $74,207,188

Diversification

Diversified

Filing Date

Global Rank

#6,277 / 8,623 ▲ 156 · as of Mar 2026

Top Industry

Insurance - Property & Casualty 9.1%

3Y Alpha vs SPY

-1.4%

Period ended 4 months ago

Filed May 14, 2026 · 3mo

19 quarters · since Mar 2021

Clone Performance

Jul 2023–Jul 2026 · vs SPY

Hypothetical growth of buying every stock this filer reported holding, rebalancing on each filing and indexed to the same start. Option positions cannot be bought this way and are left out.

Cloned portfolio

+65.5%

SPY

+65.3%

Annualised alpha

+0.1%

Max drawdown

−13.2%

Estimate. 13F holdings are quarter-lagged, so the clone rebalances about 45 days after each period end — when the filing becomes public — and it excludes option and short positions. It tracks 100% of reported value on average across 11 quarters. Past performance does not predict future results.

Portfolio Concentration

82 tracked positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

7.7%

+0.4 pts

Top 5

24.0%

+0.3 pts

Top 10

36.5%

−0.9 pts

HHI

240

Diversified+1

Portfolio Trend

19 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Healthcare	23.1%	$17,106,120	15
Financial Services	21.9%	$16,239,316	18
Technology	20.4%	$15,118,011	13
Consumer Cyclical	9.9%	$7,380,886	13
Communication Services	8.4%	$6,222,953	7
Industrials	6.3%	$4,683,981	7
Energy	5.5%	$4,064,772	4
Unclassified	2.9%	$2,135,913	2
Basic Materials	1.0%	$720,595	2
Real Estate	0.7%	$534,641	1

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

6 positions

Ticker	Company	Δ Shares	Shares	Value
CTSH	Cognizant Technology Solutions Corp	+2,970	11,145	$683,745
DLX	Deluxe Corp	+2,570	29,160	$803,066
MSFT	Microsoft Corp	+973	3,044	$1,126,797
CI	Cigna Group	+370	2,312	$616,726
PBR	Petrobras - Petroleo Brasileiro SA	+200	39,850	$826,887
CNA	Cna Financial Corp	+150	40,130	$1,842,769
No positions match the current search.

Trimmed

Positions the filer reduced

23 positions

Ticker	Company	Δ Shares	Shares	Value
KMI	Kinder Morgan, Inc.	−8,825	44,181	$1,481,388
PYPL	PayPal Holdings, Inc.	−2,850	7,125	$322,263
GSK	GSK plc	−1,728	17,234	$951,144
CHRW	C. H. Robinson Worldwide, Inc.	−1,685	3,545	$588,718
NOK	Nokia Corp	−1,500	10,155	$81,646
VZ	Verizon Communications Inc	−1,310	37,953	$1,905,240
ALKS	Alkermes plc.	−1,270	32,235	$1,139,829
RIO	Rio Tinto PLC	−1,015	3,285	$306,457
TSM	Taiwan Semiconductor Manufacturing Co Ltd	−692	16,981	$5,738,728
BABA	Alibaba Group Holding Ltd	−660	2,460	$308,631
TD	Toronto Dominion Bank	−555	18,653	$1,740,511
UTHR	UNITED THERAPEUTICS Corp	−315	1,795	$1,064,399
JNJ	Johnson & Johnson	−315	6,018	$1,471,039
RTX	RTX Corp	−258	5,781	$1,115,154
CMCSA	Comcast Corp	−250	39,605	$1,137,059
PLAB	Photronics Inc	−200	25,910	$1,047,023
JAZZ	Jazz Pharmaceuticals plc	−169	3,851	$728,031
NXST	Nexstar Media Group, Inc.	−130	5,032	$909,936
MCK	Mckesson Corp	−50	5,408	$4,679,866
INFY	Infosys Ltd	−45	136,990	$1,850,734
QSR	Restaurant Brands International Inc.	−40	18,902	$1,396,857
SPY	Spdr S&P 500 ETF Trust	−27	2,695	$1,752,666
FAF	First American Financial Corp	−2	6,350	$382,841
No positions match the current search.

New Positions

Positions the filer opened this quarter

4 positions

Ticker	Company	Shares	Value
SON	Sonoco Products Co	7,805	$422,172
CHDN	Churchill Downs Inc	3,380	$303,625
NTAP	NetApp, Inc.	2,345	$240,104
ACN	Accenture plc	1,171	$232,197
No positions match the current search.

Sold Out

Positions the filer fully exited

2 positions

Ticker	Company	Shares	Value
NVO	Novo Nordisk A S	5,415	$275,515
VIV	Telefonica Brasil S.A.	15,694	$186,130
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

82 tracked positions · $74,207,188 total · filing declares 111 positions · $118,704,594 · as of Mar 31, 2026

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

Showing 1–50 of 82 positions by value · page 1 of 2

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
TSM	Taiwan Semiconductor Manufacturing Co Ltd Technology	Reduced	16,981	-692	$5,738,728	+6.9%	7.73%
MCK	Mckesson Corp Healthcare	Reduced	5,408	-50	$4,679,866	+4.5%	6.31%
ALL	Allstate Corp Financial Services	Held	12,737	0	$2,640,889	−0.4%	3.56%
BNY	Bank of New York Mellon Corp Financial Services	Held	21,958	0	$2,604,877	+2.2%	3.51%
AAPL	Apple Inc. Technology	Held	8,593	0	$2,180,817	−6.6%	2.94%
VZ	Verizon Communications Inc Communication Services	Reduced	37,953	-1,310	$1,905,240	+19.1%	2.57%
CVS	CVS HEALTH Corp Healthcare	Held	25,953	0	$1,863,944	−9.5%	2.51%
INFY	Infosys Ltd Technology	Reduced	136,990	-45	$1,850,734	−24.2%	2.49%
CNA	Cna Financial Corp Financial Services	Added	40,130	+150	$1,842,769	−3.5%	2.48%
SPY	Spdr S&P 500 ETF Trust	Reduced	2,695	-27	$1,752,666	−5.6%	2.36%
TD	Toronto Dominion Bank Financial Services	Reduced	18,653	-555	$1,740,511	−3.8%	2.35%
ORI	Old Republic International Corp Financial Services	Held	40,335	0	$1,609,366	−12.6%	2.17%
KMI	Kinder Morgan, Inc. Energy	Reduced	44,181	-8,825	$1,481,388	+1.7%	2.00%
JNJ	Johnson & Johnson Healthcare	Reduced	6,018	-315	$1,471,039	+12.2%	1.98%
QSR	Restaurant Brands International Inc. Consumer Cyclical	Reduced	18,902	-40	$1,396,857	+8.1%	1.88%
AMGN	Amgen Inc Healthcare	Held	3,793	0	$1,334,567	+7.5%	1.80%
HMC	Honda Motor Co Ltd Consumer Cyclical	Held	47,640	0	$1,158,128	−17.5%	1.56%
ALKS	Alkermes plc. Healthcare	Reduced	32,235	-1,270	$1,139,829	+21.6%	1.54%
CMCSA	Comcast Corp Communication Services	Reduced	39,605	-250	$1,137,059	−4.6%	1.53%
ORCL	Oracle Corp Technology	Held	7,679	0	$1,129,657	−24.5%	1.52%
MSFT	Microsoft Corp Technology	Added	3,044	+973	$1,126,797	+12.5%	1.52%
RTX	RTX Corp Industrials	Reduced	5,781	-258	$1,115,154	+0.7%	1.50%
TM	Toyota Motor Corp/ Consumer Cyclical	Held	5,405	0	$1,113,916	−3.7%	1.50%
SHEL	Shell plc Energy	Held	11,472	0	$1,066,896	+26.6%	1.44%
UTHR	UNITED THERAPEUTICS Corp Healthcare	Reduced	1,795	-315	$1,064,399	+3.5%	1.43%
PLAB	Photronics Inc Technology	Reduced	25,910	-200	$1,047,023	+25.3%	1.41%
GSK	GSK plc Healthcare	Reduced	17,234	-1,728	$951,144	+2.3%	1.28%
NXST	Nexstar Media Group, Inc. Communication Services	Reduced	5,032	-130	$909,936	−13.2%	1.23%
HON	Honeywell International Inc Industrials	Held	3,975	0	$898,469	+15.9%	1.21%
T	At&T Inc. Communication Services	Held	29,253	0	$848,044	+16.7%	1.14%
PBR	Petrobras - Petroleo Brasileiro SA Energy	Added	39,850	+200	$826,887	+76.0%	1.11%
DLX	Deluxe Corp Industrials	Added	29,160	+2,570	$803,066	+35.3%	1.08%
MDT	Medtronic plc Healthcare	Held	8,855	0	$767,285	−9.8%	1.03%
ALLY	Ally Financial Inc. Financial Services	Held	19,539	0	$766,514	−13.4%	1.03%
CAH	Cardinal Health Inc Healthcare	Held	3,626	0	$766,210	+2.8%	1.03%
MXF	Mexico Fund Inc Financial Services	Held	36,039	0	$754,296	+3.9%	1.02%
BPOP	Popular, Inc. Financial Services	Held	5,495	0	$737,264	+7.7%	0.99%
JAZZ	Jazz Pharmaceuticals plc Healthcare	Reduced	3,851	-169	$728,031	+6.5%	0.98%
OMC	Omnicom Group Inc. Communication Services	Held	9,470	0	$713,185	−6.7%	0.96%
TRP	Tc Energy Corp Energy	Held	11,016	0	$689,601	+13.8%	0.93%
CTSH	Cognizant Technology Solutions Corp Technology	Added	11,145	+2,970	$683,745	+0.8%	0.92%
MELI	Mercadolibre Inc Consumer Cyclical	Held	362	0	$625,905	−14.2%	0.84%
CI	Cigna Group Healthcare	Added	2,312	+370	$616,726	+15.4%	0.83%
LCII	Lci Industries Consumer Cyclical	Held	4,936	0	$607,029	+1.4%	0.82%
CHRW	C. H. Robinson Worldwide, Inc. Industrials	Reduced	3,545	-1,685	$588,718	−30.0%	0.79%
ITW	Illinois Tool Works Inc Industrials	Held	2,174	0	$565,870	+5.7%	0.76%
AMZN	Amazon Com Inc Consumer Cyclical	Held	2,689	0	$560,038	−9.8%	0.75%
JOF	Japan Smaller Capitalization Fund Inc Financial Services	Held	50,781	0	$553,512	−1.6%	0.75%
TWN	Taiwan Fund Inc Financial Services	Held	8,320	0	$546,956	+23.2%	0.74%
SNY	Sanofi Healthcare	Held	11,225	0	$540,820	−0.6%	0.73%

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.