Hudson Capital Management LLC
In its 13F for Q1 2024 (holdings as of March 31, 2024, filed April 19, 2024), Hudson Capital Management LLC reported 61 stock positions worth $279.7 million. Its top holding was PIMCO Active Bond Exchange-T (BOND) at 9.7% of the portfolio, followed by iShares Core U.S. Aggregate (AGG, 8.2%) and iShares Core MSCI Eafe ETF (IEFA, 6.2%). Compared with Q4 2023, it opened 5 new positions, sold out of 6, added to 20 and reduced 27. The biggest buy was a new position in Procter & Gamble (PG) and the biggest sale an exit from JPMorgan Equity Premium Inco (JEPI).
- Most Recent 13F
- Q2 2026
- Location
- RAMSEY, NJ
- CIK
- 0001727342
- Portfolio Value
- $279.7M (Q1 2024)
- SEC Filing
- 0001727342-24-000003 ↗ filed Apr 19, 2024
Holdings Value
Holdings 61 stocks · $279.7M
| BOND PIMCO Active Bond Exchange-T | 9.67% | 294,572 | $27.1M | Add +14.0% |
| AGG iShares Core U.S. Aggregate | 8.20% | 234,176 | $22.9M | Add +14.5% |
| IEFA iShares Core MSCI Eafe ETF | 6.25% | 235,517 | $17.5M | Reduce -1.6% |
| IJK iShares S&P Mid-Cap 400 Grow | 5.98% | 183,290 | $16.7M | Reduce -1.0% |
| BSCP Invesco Bulletshares 2025 CB | 4.28% | 585,375 | $12.0M | Add +6.2% |
| BSCO Invesco Bulletshares 2024 CB | 4.01% | 534,726 | $11.2M | Add +36.5% |
| IJR iShares Core S&P Small-Cap E | 2.43% | 61,541 | $6.8M | Reduce -1.7% |
| GLDM SPDR Gold Minishares Trust | 2.34% | 148,622 | $6.5M | Add +2.5% |
| ADP Automatic Data Processing | 2.10% | 23,563 | $5.9M | No change |
| VST Vistra Corp. | 2.04% | 81,848 | $5.7M | Reduce -34.9% |
| PCAR Paccar Inc. | 1.97% | 44,364 | $5.5M | Reduce -3.9% |
| IJJ iShares S&P Mid-Cap 400 Valu | 1.91% | 45,200 | $5.3M | Reduce -3.6% |
| JPM JPMorgan Chase & Co. | 1.88% | 26,300 | $5.3M | Reduce -2.6% |
| PHM Pultegroup Inc. | 1.88% | 43,619 | $5.3M | Reduce -4.0% |
| VLO Valero Energy Corp. | 1.76% | 28,763 | $4.9M | Reduce -0.7% |
| AAPL Apple Inc. | 1.74% | 28,450 | $4.9M | Reduce -0.6% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 1.73% | 127,942 | $4.9M | Reduce -0.4% |
| QCOM Qualcomm Inc. | 1.73% | 28,627 | $4.8M | Reduce -2.6% |
| GOOGL Alphabet Inc. Class A | 1.72% | 31,919 | $4.8M | Reduce -1.4% |
| AVGO Broadcom Inc. | 1.71% | 3,608 | $4.8M | Reduce -16.6% |
| NUE Nucor Corp. | 1.70% | 23,986 | $4.7M | Reduce -2.1% |
| CI The Cigna Group | 1.67% | 12,865 | $4.7M | Reduce -0.6% |
| GM General Motors Co. | 1.64% | 101,042 | $4.6M | Reduce -0.0% |
| PRU Prudential Financial Inc. | 1.64% | 38,996 | $4.6M | Add +0.0% |
| REGN Regeneron Pharmaceuticals | 1.60% | 4,641 | $4.5M | Reduce -3.0% |
| MBB iShares MBS ETF | 1.60% | 48,290 | $4.5M | Add +17.7% |
| CRM Salesforce Inc. | 1.59% | 14,793 | $4.5M | Reduce -0.0% |
| WMT Walmart Inc. | 1.58% | 73,277 | $4.4M | Reduce -0.4% |
| CBRE CBRE Group Inc. Class A | 1.56% | 44,844 | $4.4M | No change |
| EBAY eBay Inc. | 1.53% | 81,249 | $4.3M | Add +2.5% |
| IVE iShares S&P 500 Value ETF | 1.49% | 22,352 | $4.2M | Reduce -13.1% |
| PG The Procter & Gamble Co. | 1.48% | 25,552 | $4.1M | New |
| T AT&T Inc. | 1.46% | 231,361 | $4.1M | Add +0.3% |
| CTSH Cognizant Tech Solutions-A | 1.39% | 52,932 | $3.9M | Add +0.2% |
| CSCO Cisco Systems Inc. | 1.35% | 75,673 | $3.8M | Add +4.1% |
| BMY Bristol-Myers Squibb Co. | 1.33% | 68,494 | $3.7M | Add +10.7% |
| ZM Zoom Communications Inc. filed as ZOOM VIDEO COMMUNICATIONS IN | 1.32% | 56,275 | $3.7M | Add +2.6% |
| UPS United Parcel Service Class B | 1.28% | 24,177 | $3.6M | Add +3.3% |
| GILD Gilead Sciences Inc. | 1.28% | 48,917 | $3.6M | Add +5.7% |
| LH Laboratory CRP of Amer Hldgs | 1.24% | 15,821 | $3.5M | Add +7.0% |
| GMF State Street SPDR S&P Emergi | 1.07% | 28,785 | $3.0M | Add +2.9% |
| IVW iShares S&P 500 Growth ETF | 0.95% | 31,601 | $2.7M | Reduce -28.8% |
| GLD SPDR Gold Shares | 0.49% | 6,715 | $1.4M | Reduce -5.3% |
| VTI VG Morningstar TS MKT ETF-US | 0.27% | 2,937 | $763K | New |
| IVV iShares Core S&P 500 ETF | 0.27% | 1,414 | $743K | No change |
| ARCC Ares Capital Corp. | 0.21% | 28,568 | $595K | No change |
| IWF iShares Russell 1000 Growth | 0.20% | 1,674 | $564K | Add +6.0% |
| SHY iShares 1-3 Year Treasury Bo | 0.19% | 6,506 | $532K | Add +84.9% |
| NVDA Nvidia Corp. | 0.13% | 411 | $371K | Reduce -13.7% |
| ISTB iShares Core 1-5 Year Usd Bo | 0.12% | 7,256 | $344K | Add +4.5% |
| BDX Becton Dickinson and Co. | 0.12% | 1,377 | $341K | No change |
| GS Goldman Sachs Group Inc. | 0.11% | 757 | $316K | No change |
| CLBK Columbia Financial Inc. | 0.11% | 17,250 | $297K | Reduce -4.3% |
| FPE FT-Preferred Secur & Inc. ETF | 0.10% | 16,208 | $281K | Reduce -91.1% |
| MRK Merck & Co. Inc. | 0.09% | 1,988 | $262K | No change |
| MSFT Microsoft Corp. | 0.09% | 620 | $261K | New |
| BR Broadridge Financial Solutio | 0.09% | 1,200 | $246K | Reduce -7.7% |
| ESGU iShares ESG Aware MSCI USA | 0.09% | 2,125 | $244K | No change |
| SRPT Sarepta Therapeutics Inc. | 0.08% | 1,700 | $220K | New |
| IPG Interpublic Group of Cos Inc. | 0.08% | 6,618 | $216K | No change |
| QQQ Invesco QQQ Trust Series 1 | 0.07% | 453 | $201K | New |
Other holdings (2): bonds, preferreds, convertibles and warrants · $10.4M (not counted above)
| Security | Class | Shares / Principal | Value | Change |
|---|---|---|---|---|
| WELLS FARGO & COMPANY (WFC 7.5 PERP L) | PERP PFD CNV A | 4,300 | $5.2M | Add +57.2% |
| BANK OF AMERICA CORP (BAC 7.25 PERP L) | 7.25%CNV PFD L | 4,285 | $5.1M | Add +49.3% |
Total filed on the 13F, all lines: $290.1M.
Portfolio Sells Q4 2023 → Q1 2024
| JEPI JPMorgan Equity Premium Inco | Sold out | 0.00% | −4.37 |
| CL Colgate-Palmolive Co. | Sold out | 0.00% | −1.43 |
| FPE FT-Preferred Secur & Inc. ETF | Reduce -91.1% | 0.10% | −1.04 |
| AAPL Apple Inc. | Reduce -0.6% | 1.74% | −0.30 |
| IVW iShares S&P 500 Growth ETF | Reduce -28.8% | 0.95% | −0.28 |
| IVE iShares S&P 500 Value ETF | Reduce -13.1% | 1.49% | −0.17 |
| IEF iShares 7-10 Year Treasury B | Sold out | 0.00% | −0.12 |
| VOO Vanguard S&P 500 ETF | Sold out | 0.00% | −0.09 |
| IJR iShares Core S&P Small-Cap E | Reduce -1.7% | 2.43% | −0.09 |
| AVGO Broadcom Inc. | Reduce -16.6% | 1.71% | −0.08 |
| AMZN Amazon.com Inc. | Sold out | 0.00% | −0.08 |
| IJJ iShares S&P Mid-Cap 400 Valu | Reduce -3.6% | 1.91% | −0.07 |
| CLBK Columbia Financial Inc. | Reduce -4.3% | 0.11% | −0.02 |
| BR Broadridge Financial Solutio | Reduce -7.7% | 0.09% | −0.01 |
| GLD SPDR Gold Shares | Reduce -5.3% | 0.49% | −0.01 |
| IEFA iShares Core MSCI Eafe ETF | Reduce -1.6% | 6.25% | −0.01 |
| ALAUNOS THERAPEUTICS INC | Sold out | 0.00% | −0.00 |
| REGN Regeneron Pharmaceuticals | Reduce -3.0% | 1.60% | +0.04 |
| GOOGL Alphabet Inc. Class A | Reduce -1.4% | 1.72% | +0.04 |
| NVDA Nvidia Corp. | Reduce -13.7% | 0.13% | +0.05 |
| NUE Nucor Corp. | Reduce -2.1% | 1.70% | +0.11 |
| BAC Bank of America Corp. | Reduce -0.4% | 1.73% | +0.13 |
| PHM Pultegroup Inc. | Reduce -4.0% | 1.88% | +0.14 |
| WMT Walmart Inc. | Reduce -0.4% | 1.58% | +0.14 |
| CRM Salesforce Inc. | Reduce -0.0% | 1.59% | +0.15 |
| QCOM Qualcomm Inc. | Reduce -2.6% | 1.73% | +0.15 |
| JPM JPMorgan Chase & Co. | Reduce -2.6% | 1.88% | +0.18 |
| CI The Cigna Group | Reduce -0.6% | 1.67% | +0.23 |
| VST Vistra Corp. | Reduce -34.9% | 2.04% | +0.24 |
| GM General Motors Co. | Reduce -0.0% | 1.64% | +0.29 |
| PCAR Paccar Inc. | Reduce -3.9% | 1.97% | +0.29 |
| VLO Valero Energy Corp. | Reduce -0.7% | 1.76% | +0.36 |
| IJK iShares S&P Mid-Cap 400 Grow | Reduce -1.0% | 5.98% | +0.53 |
Portfolio Buys Q4 2023 → Q1 2024
| PG The Procter & Gamble Co. | New | 1.48% | +1.48 |
| BSCO Invesco Bulletshares 2024 CB | Add +36.5% | 4.01% | +0.97 |
| BOND PIMCO Active Bond Exchange-T | Add +14.0% | 9.67% | +0.80 |
| AGG iShares Core U.S. Aggregate | Add +14.5% | 8.20% | +0.66 |
| VTI VG Morningstar TS MKT ETF-US | New | 0.27% | +0.27 |
| EBAY eBay Inc. | Add +2.5% | 1.53% | +0.25 |
| MBB iShares MBS ETF | Add +17.7% | 1.60% | +0.16 |
| BMY Bristol-Myers Squibb Co. | Add +10.7% | 1.33% | +0.15 |
| GLDM SPDR Gold Minishares Trust | Add +2.5% | 2.34% | +0.14 |
| PRU Prudential Financial Inc. | Add +0.0% | 1.64% | +0.13 |
| MSFT Microsoft Corp. | New | 0.09% | +0.09 |
| BSCP Invesco Bulletshares 2025 CB | Add +6.2% | 4.28% | +0.09 |
| SHY iShares 1-3 Year Treasury Bo | Add +84.9% | 0.19% | +0.08 |
| SRPT Sarepta Therapeutics Inc. | New | 0.08% | +0.08 |
| QQQ Invesco QQQ Trust Series 1 | New | 0.07% | +0.07 |
| IWF iShares Russell 1000 Growth | Add +6.0% | 0.20% | +0.02 |
| T AT&T Inc. | Add +0.3% | 1.46% | +0.02 |
| GMF State Street SPDR S&P Emergi | Add +2.9% | 1.07% | +0.02 |
| ISTB iShares Core 1-5 Year Usd Bo | Add +4.5% | 0.12% | +0.00 |
| LH Laboratory CRP of Amer Hldgs | Add +7.0% | 1.24% | −0.01 |
| CSCO Cisco Systems Inc. | Add +4.1% | 1.35% | −0.01 |
| UPS United Parcel Service Class B | Add +3.3% | 1.28% | −0.08 |
| CTSH Cognizant Tech Solutions-A | Add +0.2% | 1.39% | −0.10 |
| GILD Gilead Sciences Inc. | Add +5.7% | 1.28% | −0.11 |
| ZM Zoom Communications Inc. | Add +2.6% | 1.32% | −0.15 |
Notes & Other Activity Q4 2023 → Q1 2024
| WELLS FARGO & COMPANY (WFC 7.5 PERP L) | PERP PFD CNV A | Add +57.2% | 4,300 | $5.2M |
| BANK OF AMERICA CORP (BAC 7.25 PERP L) | 7.25%CNV PFD L | Add +49.3% | 4,285 | $5.1M |
Bonds, preferreds, convertibles and warrants; not part of the stock holdings or percentages above.
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 72 | $401.6M | BOND, AGG, BSCQ, IEFA, IJK |
| Q1 2026 | 73 | $375.4M | BOND, AGG, BSCQ, IEFA, IJK |
| Q4 2025 | 67 | $386.8M | BOND, AGG, BSCQ, IEFA, IJK |
| Q3 2025 | 66 | $364.9M | BOND, AGG, IEFA, IJK, BSCP |
| Q2 2025 | 71 | $341.5M | BOND, AGG, IEFA, IJK, BSCP |
| Q1 2025 | 63 | $316.8M | BOND, AGG, IEFA, IJK, BSCP |
| Q4 2024 | 64 | $310.7M | BOND, AGG, IEFA, IJK, BSCP |
| Q3 2024 | 64 | $302.2M | BOND, AGG, IEFA, IJK, BSCP |
| Q2 2024 | 63 | $287.0M | BOND, AGG, IEFA, IJK, BSCP |
| Q1 2024 | 61 | $279.7M | BOND, AGG, IEFA, IJK, BSCP |