Hudson Portfolio Management LLC
Top Portfolio Positions
82 positions ·
$74,207,188 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| TSM |
Taiwan Semiconductor Manufacturing Co Ltd
Technology
|
16,981 | $5,738,728 | 7.73% | |
| MCK |
Mckesson Corp
Healthcare
|
5,408 | $4,679,866 | 6.31% | |
| ALL |
Allstate Corp
Financial Services
|
12,737 | $2,640,889 | 3.56% | |
| BNY |
Bank of New York Mellon Corp
Financial Services
|
21,958 | $2,604,877 | 3.51% | |
| AAPL |
Apple Inc.
Technology
|
8,593 | $2,180,817 | 2.94% | |
| VZ |
Verizon Communications Inc
Communication Services
|
37,953 | $1,905,240 | 2.57% | |
| CVS |
CVS HEALTH Corp
Healthcare
|
25,953 | $1,863,944 | 2.51% | |
| INFY |
Infosys Ltd
Technology
|
136,990 | $1,850,734 | 2.49% | |
| CNA |
Cna Financial Corp
Financial Services
|
40,130 | $1,842,769 | 2.48% | |
| SPY |
Spdr S&P 500 ETF Trust
|
2,695 | $1,752,666 | 2.36% |
Portfolio Trend
19 quarters · across all stocks
Holdings in HMC
Shares Held
Position Value (USD)
19 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,158,128 | 47,640 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $1,404,427 | 47,640 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $1,467,312 | 47,640 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $1,405,894 | 48,765 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $1,352,159 | 49,840 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $1,454,194 | 50,935 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $1,670,743 | 52,655 | Shares | Sole | 2024-11-13 | |
| 2023-12-31 | $1,662,958 | 53,800 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $1,852,050 | 55,055 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $1,698,299 | 56,031 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $1,484,261 | 56,031 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $1,283,726 | 56,156 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $1,212,408 | 56,156 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $1,356,167 | 56,156 | Shares | Sole | 2022-08-09 | |
| 2022-03-31 | $1,602,313 | 56,699 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $1,613,086 | 56,699 | Shares | Sole | 2022-02-15 | |
| 2021-09-30 | $1,755,060 | 57,224 | Shares | Sole | 2021-11-09 | |
| 2021-06-30 | $1,849,835 | 57,484 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $1,749,606 | 57,934 | Shares | Sole | 2021-05-13 | |
| No 13F history on record for this holder in this stock. | ||||||