Hudson Capital Management LLC
In its 13F for Q1 2025 (holdings as of March 31, 2025, filed April 11, 2025), Hudson Capital Management LLC reported 63 stock positions worth $316.8 million. Its top holding was PIMCO Active Bond Exchange-T (BOND) at 9.3% of the portfolio, followed by iShares Core U.S. Aggregate (AGG, 8.3%) and iShares Core MSCI Eafe ETF (IEFA, 6.1%). Compared with Q4 2024, it opened 2 new positions, sold out of 3, added to 43 and reduced 14. The biggest buy was iShares Core S&P Small-Cap E (IJR, shares +38%) and the biggest sale Broadcom (AVGO, shares −1%).
- Most Recent 13F
- Q2 2026
- Location
- RAMSEY, NJ
- CIK
- 0001727342
- Portfolio Value
- $316.8M (Q1 2025)
- SEC Filing
- 0001727342-25-000002 ↗ filed Apr 11, 2025
Holdings Value
Holdings 63 stocks · $316.8M
| BOND PIMCO Active Bond Exchange-T | 9.28% | 318,129 | $29.4M | Add +2.3% |
| AGG iShares Core U.S. Aggregate | 8.35% | 267,341 | $26.4M | Add +1.7% |
| IEFA iShares Core MSCI Eafe ETF | 6.10% | 255,450 | $19.3M | Reduce -6.0% |
| IJK iShares S&P Mid-Cap 400 Grow | 4.85% | 184,447 | $15.4M | Add +1.8% |
| BSCP Invesco Bulletshares 2025 CB | 4.61% | 706,168 | $14.6M | Add +0.8% |
| LQD Ishr Ibx Usd Invgd CB ETF-Ui | 4.44% | 129,406 | $14.1M | Add +2.5% |
| MBB iShares MBS ETF | 3.08% | 103,920 | $9.7M | Add +0.5% |
| IJR iShares Core S&P Small-Cap E | 2.80% | 84,897 | $8.9M | Add +38.3% |
| GLDM SPDR Gold Minishares Trust | 2.55% | 130,296 | $8.1M | Reduce -3.1% |
| ADP Automatic Data Processing | 2.25% | 23,371 | $7.1M | Reduce -0.4% |
| IEMG iShares Core MSCI Emerging | 2.22% | 130,043 | $7.0M | Add +5.0% |
| AAPL Apple Inc. | 2.04% | 29,039 | $6.5M | Add +1.5% |
| T AT&T Inc. | 2.01% | 224,806 | $6.4M | Reduce -0.4% |
| GILD Gilead Sciences Inc. | 1.90% | 53,792 | $6.0M | Reduce -4.1% |
| JPM JPMorgan Chase & Co. | 1.85% | 23,920 | $5.9M | Add +0.5% |
| WMT Walmart Inc. | 1.73% | 62,471 | $5.5M | Reduce -0.5% |
| CBRE CBRE Group Inc. Class A | 1.68% | 40,632 | $5.3M | Add +1.1% |
| BMY Bristol-Myers Squibb Co. | 1.66% | 86,313 | $5.3M | Add +5.1% |
| EBAY eBay Inc. | 1.65% | 77,394 | $5.2M | Add +0.9% |
| CSCO Cisco Systems Inc. | 1.65% | 84,884 | $5.2M | Add +1.2% |
| IJJ iShares S&P Mid-Cap 400 Valu | 1.64% | 43,492 | $5.2M | Add +1.5% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 1.61% | 122,050 | $5.1M | Add +1.4% |
| GOOGL Alphabet Inc. Class A | 1.51% | 31,035 | $4.8M | Add +2.6% |
| ZM Zoom Communications Inc. | 1.50% | 64,571 | $4.8M | Add +1.9% |
| AVGO Broadcom Inc. | 1.50% | 28,333 | $4.7M | Reduce -1.2% |
| CI The Cigna Group | 1.50% | 14,413 | $4.7M | Add +4.9% |
| GM General Motors Co. | 1.49% | 100,150 | $4.7M | Add +2.0% |
| PG The Procter & Gamble Co. | 1.48% | 27,530 | $4.7M | Add +3.1% |
| VST Vistra Corp. | 1.45% | 39,057 | $4.6M | Reduce -1.8% |
| CTSH Cognizant Tech Solutions-A | 1.44% | 59,504 | $4.6M | Add +2.1% |
| PRU Prudential Financial Inc. | 1.44% | 40,728 | $4.5M | Add +3.7% |
| IVE iShares S&P 500 Value ETF | 1.42% | 23,682 | $4.5M | Add +18.8% |
| CRM Salesforce Inc. | 1.41% | 16,646 | $4.5M | Add +2.4% |
| PCAR Paccar Inc. | 1.40% | 45,556 | $4.4M | Add +2.7% |
| VLO Valero Energy Corp. | 1.40% | 33,511 | $4.4M | Add +5.4% |
| QCOM Qualcomm Inc. | 1.36% | 28,004 | $4.3M | Add +4.3% |
| PHM Pultegroup Inc. | 1.34% | 41,305 | $4.2M | Add +8.6% |
| NUE Nucor Corp. | 1.24% | 32,630 | $3.9M | Add +9.5% |
| CAT Caterpillar Inc. | 1.20% | 11,547 | $3.8M | Add +6.0% |
| IVW iShares S&P 500 Growth ETF | 1.13% | 38,638 | $3.6M | Add +45.5% |
| REGN Regeneron Pharmaceuticals | 1.09% | 5,458 | $3.5M | Add +10.0% |
| BAB Invesco Taxable Municipal Bo | 0.96% | 113,953 | $3.0M | Add +4.2% |
| GLD SPDR Gold Shares | 0.50% | 5,463 | $1.6M | Reduce -1.2% |
| VTI VG Morningstar TS MKT ETF-US | 0.25% | 2,936 | $807K | No change |
| IVV iShares Core S&P 500 ETF | 0.24% | 1,369 | $769K | Reduce -1.8% |
| ARCC Ares Capital Corp. | 0.20% | 28,568 | $633K | No change |
| IWF iShares Russell 1000 Growth | 0.18% | 1,605 | $580K | Reduce -36.2% |
| NVDA Nvidia Corp. | 0.15% | 4,440 | $481K | Add +12.0% |
| GS Goldman Sachs Group Inc. | 0.13% | 767 | $419K | Add +1.3% |
| COST Costco Wholesale Corp. | 0.12% | 408 | $386K | Add +2.0% |
| IEF iShares 7-10 Year Treasury B | 0.10% | 3,182 | $303K | Add +10.1% |
| MSFT Microsoft Corp. | 0.09% | 798 | $300K | Add +11.6% |
| FPE FT-Preferred Secur & Inc. ETF | 0.09% | 15,676 | $276K | Add +11.2% |
| BDX Becton Dickinson and Co. | 0.09% | 1,177 | $270K | No change |
| BR Broadridge Financial Solutio | 0.08% | 1,104 | $268K | Add +0.4% |
| META Meta Platforms Inc. Class A | 0.08% | 464 | $267K | Add +8.9% |
| SHY iShares 1-3 Year Treasury Bo | 0.08% | 3,053 | $253K | Reduce -6.8% |
| CLBK Columbia Financial Inc. | 0.07% | 15,632 | $234K | Reduce -9.4% |
| ISTB iShares Core 1-5 Year Usd Bo | 0.07% | 4,643 | $224K | Reduce -0.1% |
| EPD Enterprise Products Partners | 0.07% | 6,230 | $213K | New |
| QQQ Invesco QQQ Trust Series 1 | 0.07% | 448 | $210K | No change |
| AMZN Amazon.com Inc. | 0.06% | 1,067 | $203K | New |
| ISRG Intuitive Surgical Inc. | 0.06% | 409 | $203K | Add +2.3% |
Other holdings (2): bonds, preferreds, convertibles and warrants · $11.3M (not counted above)
| Security | Class | Shares / Principal | Value | Change |
|---|---|---|---|---|
| BANK OF AMERICA CORP (BAC 7.25 PERP L) | 7.25%CNV PFD L | 4,592 | $5.7M | Add +0.5% |
| WELLS FARGO & COMPANY (WFC 7.5 PERP L) | PERP PFD CNV A | 4,679 | $5.6M | Add +1.9% |
Total filed on the 13F, all lines: $328.1M.
Portfolio Sells Q4 2024 → Q1 2025
| AVGO Broadcom Inc. | Reduce -1.2% | 1.50% | −0.64 |
| VST Vistra Corp. | Reduce -1.8% | 1.45% | −0.32 |
| IWF iShares Russell 1000 Growth | Reduce -36.2% | 0.18% | −0.14 |
| WMT Walmart Inc. | Reduce -0.5% | 1.73% | −0.09 |
| UPS United Parcel Service Class B | Sold out | 0.00% | −0.07 |
| MRK Merck & Co. Inc. | Sold out | 0.00% | −0.07 |
| SRPT Sarepta Therapeutics Inc. | Sold out | 0.00% | −0.07 |
| IEFA iShares Core MSCI Eafe ETF | Reduce -6.0% | 6.10% | −0.05 |
| IVV iShares Core S&P 500 ETF | Reduce -1.8% | 0.24% | −0.02 |
| CLBK Columbia Financial Inc. | Reduce -9.4% | 0.07% | −0.01 |
| SHY iShares 1-3 Year Treasury Bo | Reduce -6.8% | 0.08% | −0.01 |
| ISTB iShares Core 1-5 Year Usd Bo | Reduce -0.1% | 0.07% | −0.00 |
| ADP Automatic Data Processing | Reduce -0.4% | 2.25% | +0.04 |
| GLD SPDR Gold Shares | Reduce -1.2% | 0.50% | +0.07 |
| GILD Gilead Sciences Inc. | Reduce -4.1% | 1.90% | +0.23 |
| GLDM SPDR Gold Minishares Trust | Reduce -3.1% | 2.55% | +0.30 |
| T AT&T Inc. | Reduce -0.4% | 2.01% | +0.35 |
Portfolio Buys Q4 2024 → Q1 2025
| IJR iShares Core S&P Small-Cap E | Add +38.3% | 2.80% | +0.53 |
| CI The Cigna Group | Add +4.9% | 1.50% | +0.28 |
| IVW iShares S&P 500 Growth ETF | Add +45.5% | 1.13% | +0.26 |
| BOND PIMCO Active Bond Exchange-T | Add +2.3% | 9.28% | +0.24 |
| IVE iShares S&P 500 Value ETF | Add +18.8% | 1.42% | +0.20 |
| BMY Bristol-Myers Squibb Co. | Add +5.1% | 1.66% | +0.17 |
| AGG iShares Core U.S. Aggregate | Add +1.7% | 8.35% | +0.15 |
| VLO Valero Energy Corp. | Add +5.4% | 1.40% | +0.14 |
| IEMG iShares Core MSCI Emerging | Add +5.0% | 2.22% | +0.13 |
| EBAY eBay Inc. | Add +0.9% | 1.65% | +0.12 |
| NUE Nucor Corp. | Add +9.5% | 1.24% | +0.12 |
| LQD Ishr Ibx Usd Invgd CB ETF-Ui | Add +2.5% | 4.44% | +0.10 |
| EPD Enterprise Products Partners | New | 0.07% | +0.07 |
| AMZN Amazon.com Inc. | New | 0.06% | +0.06 |
| CSCO Cisco Systems Inc. | Add +1.2% | 1.65% | +0.06 |
| PG The Procter & Gamble Co. | Add +3.1% | 1.48% | +0.04 |
| BAB Invesco Taxable Municipal Bo | Add +4.2% | 0.96% | +0.04 |
| QCOM Qualcomm Inc. | Add +4.3% | 1.36% | +0.03 |
| MBB iShares MBS ETF | Add +0.5% | 3.08% | +0.03 |
| JPM JPMorgan Chase & Co. | Add +0.5% | 1.85% | +0.02 |
| IEF iShares 7-10 Year Treasury B | Add +10.1% | 0.10% | +0.01 |
| PHM Pultegroup Inc. | Add +8.6% | 1.34% | +0.01 |
| FPE FT-Preferred Secur & Inc. ETF | Add +11.2% | 0.09% | +0.01 |
| BR Broadridge Financial Solutio | Add +0.4% | 0.08% | +0.00 |
| META Meta Platforms Inc. Class A | Add +8.9% | 0.08% | +0.00 |
| COST Costco Wholesale Corp. | Add +2.0% | 0.12% | +0.00 |
| MSFT Microsoft Corp. | Add +11.6% | 0.09% | −0.00 |
| ISRG Intuitive Surgical Inc. | Add +2.3% | 0.06% | −0.00 |
| CTSH Cognizant Tech Solutions-A | Add +2.1% | 1.44% | −0.01 |
| GS Goldman Sachs Group Inc. | Add +1.3% | 0.13% | −0.01 |
| NVDA Nvidia Corp. | Add +12.0% | 0.15% | −0.02 |
| CBRE CBRE Group Inc. Class A | Add +1.1% | 1.68% | −0.02 |
| REGN Regeneron Pharmaceuticals | Add +10.0% | 1.09% | −0.04 |
| BSCP Invesco Bulletshares 2025 CB | Add +0.8% | 4.61% | −0.05 |
| PRU Prudential Financial Inc. | Add +3.7% | 1.44% | −0.06 |
| CAT Caterpillar Inc. | Add +6.0% | 1.20% | −0.07 |
| IJJ iShares S&P Mid-Cap 400 Valu | Add +1.5% | 1.64% | −0.08 |
| PCAR Paccar Inc. | Add +2.7% | 1.40% | −0.08 |
| BAC Bank of America Corp. | Add +1.4% | 1.61% | −0.09 |
| ZM Zoom Communications Inc. | Add +1.9% | 1.50% | −0.16 |
| GM General Motors Co. | Add +2.0% | 1.49% | −0.20 |
| AAPL Apple Inc. | Add +1.5% | 2.04% | −0.27 |
| GOOGL Alphabet Inc. Class A | Add +2.6% | 1.51% | −0.33 |
| CRM Salesforce Inc. | Add +2.4% | 1.41% | −0.34 |
| IJK iShares S&P Mid-Cap 400 Grow | Add +1.8% | 4.85% | −0.45 |
Notes & Other Activity Q4 2024 → Q1 2025
| BANK OF AMERICA CORP (BAC 7.25 PERP L) | 7.25%CNV PFD L | Add +0.5% | 4,592 | $5.7M |
| WELLS FARGO & COMPANY (WFC 7.5 PERP L) | PERP PFD CNV A | Add +1.9% | 4,679 | $5.6M |
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 |