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 MXF
Shares Held
Position Value (USD)
19 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $754,296 | 36,039 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $725,825 | 36,039 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $709,968 | 36,039 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $641,990 | 36,539 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $538,448 | 37,839 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $518,390 | 39,272 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $608,081 | 40,297 | Shares | Sole | 2024-11-13 | |
| 2023-12-31 | $783,978 | 41,089 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $705,690 | 42,847 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $728,201 | 43,397 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $738,616 | 43,397 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $642,619 | 43,597 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $568,068 | 43,597 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $631,023 | 43,730 | Shares | Sole | 2022-08-09 | |
| 2022-03-31 | $736,400 | 44,415 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $688,074 | 43,715 | Shares | Sole | 2022-02-15 | |
| 2021-09-30 | $662,161 | 44,590 | Shares | Sole | 2021-11-09 | |
| 2021-06-30 | $679,105 | 44,590 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $630,948 | 44,590 | Shares | Sole | 2021-05-13 | |
| No 13F history on record for this holder in this stock. | ||||||