Hudson Portfolio Management LLC

In its 13F for Q4 2024 (holdings as of December 31, 2024, filed February 13, 2025), Hudson Portfolio Management LLC reported 113 stock positions worth $102.0 million. Its top holding was Alphabet Class C (GOOG) at 5.4% of the portfolio, followed by Taiwan Semiconductor-SP ADR (TSM, 3.5%) and McKesson (MCK, 3.4%). Compared with Q3 2024, it opened 5 new positions, sold out of 2, added to 20 and reduced 68. The biggest buy was PIMCO Enhanced Short Maturit (MINT, shares +151%) and the biggest sale Oracle (ORCL, shares −23%).

Most Recent 13F
Q2 2026
Location
Garrison, NY
CIK
0001847700
Portfolio Value
$102.0M (Q4 2024)
SEC Filing
0001172661-25-000771 ↗ filed Feb 13, 2025

Holdings Value

0$50.0M$100.0M$150.0M Q3 2024: $101.8M Q3 2024 Q4 2024: $102.0M $102.0M Q4 2024 Q1 2025: $104.1M Q1 2025 Q2 2025: $107.0M Q2 2025 Q3 2025: $112.9M Q3 2025 Q4 2025: $116.1M Q4 2025 Q1 2026: $118.7M Q1 2026 Q2 2026: $132.3M Q2 2026

Holdings 113 stocks · $102.0M
GOOG Alphabet Inc. Class C 5.38% 28,806 $5.5M Reduce -0.2%
TSM Taiwan Semiconductor-SP ADR 3.54% 18,278 $3.6M Reduce -0.8%
MCK McKesson Corp. 3.44% 6,162 $3.5M Reduce -0.8%
INFY Infosys Ltd.-SP ADR 3.02% 140,365 $3.1M Reduce -0.8%
FLOT iShares Floating Rate Bond E 2.93% 58,701 $3.0M Reduce -1.1%
ALL Allstate Corp. 2.63% 13,902 $2.7M Reduce -2.2%
AAPL Apple Inc. 2.34% 9,543 $2.4M Reduce -1.3%
STIP iShares 0-5 Year Tips Bond E 2.31% 23,390 $2.4M Add +13.0%
CWB SS SPDR BB Conv Sec ETF 2.09% 27,351 $2.1M Reduce -0.9%
FLRN SS SPDR BB Ig Float RT ETF 1.97% 65,235 $2.0M Add +10.2%
CNA Cna Financial Corp. 1.94% 41,005 $2.0M Reduce -1.7%
EWJ iShares MSCI Japan ETF 1.94% 29,514 $2.0M Add +17.3%
BNY Bank of New York Mellon Corp. filed as BANK NEW YORK MELLON CORP 1.77% 23,465 $1.8M Reduce -0.8%
ORCL Oracle Corp. 1.74% 10,628 $1.8M Reduce -22.5%
EZU iShares MSCI Eurozone ETF 1.73% 37,357 $1.8M Reduce -1.6%
VZ Verizon Communications Inc. 1.60% 40,743 $1.6M Reduce -0.8%
MINT PIMCO Enhanced Short Maturit 1.59% 16,189 $1.6M Add +151.0%
STPZ PIMCO 1-5 Year US Tips Index 1.56% 30,443 $1.6M Reduce -1.0%
ORI Old Republic Intl Corp. 1.53% 43,125 $1.6M Reduce -2.2%
KMI Kinder Morgan Inc. 1.46% 54,356 $1.5M Reduce -1.3%
CMCSA Comcast Corp. Class A 1.45% 39,510 $1.5M Add +7.6%
ALKS Alkermes PLC 1.43% 50,575 $1.5M Reduce -7.2%
HMC Honda Motor Co. Ltd.-Spons ADR 1.43% 50,935 $1.5M Reduce -3.3%
SPY SS SPDR S&P 500 ETF Trust-US 1.37% 2,380 $1.4M Add +9.9%
TTE Totalenergies SE -Spon ADR 1.31% 24,538 $1.3M Reduce -1.6%
TD Toronto-Dominion Bank 1.24% 23,693 $1.3M Reduce -2.8%
QSR Restaurant Brands Intern 1.23% 19,242 $1.3M Reduce -7.3%
CAH Cardinal Health Inc. 1.23% 10,563 $1.2M Reduce -0.9%
CVS CVS Health Corp. 1.22% 27,648 $1.2M Reduce -3.2%
SCZ iShares MSCI Eafe Small-Cap 1.21% 20,395 $1.2M Reduce -1.2%
IGIB iShares 5-10Y Inv Grade Corp. 1.14% 22,590 $1.2M Add +94.2%
IEI iShares 3-7 Year Treasury Bo 1.11% 9,801 $1.1M Add +69.7%
IYW iShares Ustechnology ETF 1.09% 6,955 $1.1M Reduce -8.0%
AMGN Amgen Inc. 1.03% 4,028 $1.0M Reduce -0.7%
PRGO Perrigo Co. PLC 1.01% 40,264 $1.0M Add +39.6%
JNJ Johnson & Johnson 0.95% 6,713 $971K Reduce -1.5%
TM Toyota Motor Corp. -Spon ADR 0.90% 4,740 $922K Reduce -1.9%
PYPL PayPal Holdings Inc. 0.90% 10,784 $920K Reduce -0.9%
NXST Nexstar Media Group Inc. 0.85% 5,502 $869K Reduce -3.1%
RTX RTX Corp. 0.81% 7,154 $828K Reduce -0.8%
IGSB iShares 1-5Y Inv Grade Corp. 0.81% 15,978 $826K Add +38.1%
INTC Intel Corp. 0.80% 40,663 $815K Reduce -26.3%
UTHR United Therapeutics Corp. 0.79% 2,273 $802K Reduce -10.3%
VST Vistra Corp. 0.77% 5,670 $782K Reduce -42.2%
ALLY Ally Financial Inc. 0.77% 21,689 $781K Reduce -0.6%
EFA iShares MSCI Eafe ETF 0.75% 10,055 $760K Add +13.4%
SHEL Shell PLC-ADR 0.74% 12,050 $755K Reduce -1.6%
OMC Omnicom Group 0.73% 8,700 $749K No change
BBCA JPMorgan Betabuilders Canada 0.73% 10,600 $748K New
GSK GSK PLC-Spon ADR 0.70% 21,124 $714K Reduce -1.6%
T AT&T Inc. 0.69% 31,029 $707K Reduce -1.5%
IWM iShares Russell 2000 ETF 0.68% 3,148 $696K Add +20.3%
CHRW C.H. Robinson Worldwide Inc. 0.68% 6,715 $694K Reduce -2.6%
SHV iShares 0-1 Year Treasury Bo 0.62% 5,750 $633K New
MELI MercadoLibre Inc. 0.61% 367 $624K No change
PLAB Photronics Inc. 0.61% 26,310 $620K Reduce -1.5%
AMZN Amazon.com Inc. 0.60% 2,779 $610K No change
SNY Sanofi-ADR 0.57% 12,025 $580K Reduce -2.6%
TRP TC Energy Corp. 0.54% 11,941 $556K Reduce -1.7%
BPOP Popular Inc. 0.54% 5,815 $547K No change
LCII Lci Industries 0.53% 5,261 $544K Reduce -0.6%
OLN Olin Corp. 0.52% 15,830 $535K Reduce -4.8%
MXF Mexico Fund Inc. 0.51% 39,272 $518K Reduce -2.5%
JAZZ Jazz Pharmaceuticals PLC 0.50% 4,155 $512K Reduce -2.3%
UHS Universal Health Services-B 0.50% 2,831 $508K No change
WGO Winnebago Industries 0.49% 10,540 $504K Reduce -1.4%
SLYG SS SPDR S&P 600 SC GR ETF 0.48% 5,440 $492K Add +3.5%
MDT Medtronic PLC 0.47% 6,040 $482K No change
BECN Beacon Roofing Supply Inc. 0.47% 4,734 $481K Reduce -3.0%
WPP WPP PLC-Sponsored ADR 0.45% 8,885 $457K No change
WPC WP Carey Inc. 0.44% 8,167 $445K Reduce -16.1%
DLX Deluxe Corp. 0.43% 19,540 $441K Add +33.5%
CTSH Cognizant Tech Solutions-A 0.43% 5,640 $434K No change
EEM iShares MSCI Emerging Market 0.42% 10,260 $429K Add +125.8%
LQD Ishr Ibx Usd Invgd CB ETF-Ui 0.42% 3,966 $424K No change
CI The Cigna Group 0.41% 1,532 $423K Reduce -3.8%
JOF Japan Smaller Capitalization 0.41% 54,131 $415K No change
FAF First American Financial 0.40% 6,537 $408K Reduce -1.5%
ABBV Abbvie Inc. 0.37% 2,135 $379K Reduce -8.6%
QQQ Invesco QQQ Trust Series 1 0.37% 740 $378K No change
SBUX Starbucks Corp. 0.37% 4,116 $376K Reduce -10.9%
TWN Taiwan Fund Inc./TH/MD-US Inc. 0.37% 9,659 $373K No change
AB Alliancebernstein Holding LP 0.34% 9,450 $351K No change
CVSA Covista Inc. filed as ADTALEM GLOBAL ED INC 0.34% 3,840 $349K Reduce -19.8%
DXC DXC Technology Co. 0.31% 16,005 $320K Reduce -1.8%
QRVO Qorvo Inc. 0.31% 4,464 $312K Reduce -3.9%
FNF Fidelity National Financial 0.30% 5,433 $305K Reduce -5.2%
BABA Alibaba Group Holding-SP ADR 0.30% 3,575 $303K Reduce -5.3%
SIRI Sirius XM Holdings Inc. 0.29% 13,002 $296K New
GOOGL Alphabet Inc. Class A 0.29% 1,560 $295K No change
TRV The Travelers Cos Inc. 0.29% 1,210 $291K Add +25.4%
FDX FedEx Corp. 0.28% 1,010 $284K No change
CBOE Cboe Global Markets Inc. 0.27% 1,410 $276K Reduce -21.2%
GF The New Germany Fund Inc. 0.26% 34,456 $269K Reduce -4.0%
EWI iShares MSCI Italy ETF 0.26% 7,300 $263K Add +1.2%
VOD Vodafone Group PLC-SP ADR 0.25% 30,357 $258K No change
LMT Lockheed Martin Corp. 0.25% 526 $256K New
RIO Rio Tinto PLC-Spon ADR 0.25% 4,300 $253K Reduce -2.3%
XLF SS Financial Select Sector 0.24% 5,129 $248K New
MSFT Microsoft Corp. 0.23% 558 $235K Reduce -6.7%

Show all 113 holdings

Portfolio Sells Q3 2024 → Q4 2024
ORCL Oracle Corp. Reduce -22.5% 1.74% −0.56
CVS CVS Health Corp. Reduce -3.2% 1.22% −0.55
INTC Intel Corp. Reduce -26.3% 0.80% −0.47
VST Vistra Corp. Reduce -42.2% 0.77% −0.38
TD Toronto-Dominion Bank Reduce -2.8% 1.24% −0.28
TTE Totalenergies SE -Spon ADR Reduce -1.6% 1.31% −0.27
OLN Olin Corp. Reduce -4.8% 0.52% −0.26
AMGN Amgen Inc. Reduce -0.7% 1.03% −0.25
IP International Paper Co. Reduce -56.8% 0.22% −0.25
QSR Restaurant Brands Intern Reduce -7.3% 1.23% −0.24
ILF iShares Latin America 40 ETF Sold out 0.00% −0.22
EZU iShares MSCI Eurozone ETF Reduce -1.6% 1.73% −0.22
HMC Honda Motor Co. Ltd.-Spons ADR Reduce -3.3% 1.43% −0.21
VZ Verizon Communications Inc. Reduce -0.8% 1.60% −0.21
TPR Tapestry Inc. Sold out 0.00% −0.20
QRVO Qorvo Inc. Reduce -3.9% 0.31% −0.17
GSK GSK PLC-Spon ADR Reduce -1.6% 0.70% −0.16
WPC WP Carey Inc. Reduce -16.1% 0.44% −0.16
SCZ iShares MSCI Eafe Small-Cap Reduce -1.2% 1.21% −0.16
JNJ Johnson & Johnson Reduce -1.5% 0.95% −0.13
SNY Sanofi-ADR Reduce -2.6% 0.57% −0.13
CI The Cigna Group Reduce -3.8% 0.41% −0.13
WGO Winnebago Industries Reduce -1.4% 0.49% −0.12
UTHR United Therapeutics Corp. Reduce -10.3% 0.79% −0.11
VIV Telefonica Brasil-ADR Reduce -0.1% 0.07% −0.10
BABA Alibaba Group Holding-SP ADR Reduce -5.3% 0.30% −0.10
LCII Lci Industries Reduce -0.6% 0.53% −0.09
CBOE Cboe Global Markets Inc. Reduce -21.2% 0.27% −0.09
MXF Mexico Fund Inc. Reduce -2.5% 0.51% −0.09
ABBV Abbvie Inc. Reduce -8.6% 0.37% −0.08
INFY Infosys Ltd.-SP ADR Reduce -0.8% 3.02% −0.08
SBUX Starbucks Corp. Reduce -10.9% 0.37% −0.07
ALKS Alkermes PLC Reduce -7.2% 1.43% −0.07
NXST Nexstar Media Group Inc. Reduce -3.1% 0.85% −0.07
CHRW C.H. Robinson Worldwide Inc. Reduce -2.6% 0.68% −0.07
CNA Cna Financial Corp. Reduce -1.7% 1.94% −0.06
RIO Rio Tinto PLC-Spon ADR Reduce -2.3% 0.25% −0.06
SHEL Shell PLC-ADR Reduce -1.6% 0.74% −0.05
GF The New Germany Fund Inc. Reduce -4.0% 0.26% −0.05
FNF Fidelity National Financial Reduce -5.2% 0.30% −0.05
FLOT iShares Floating Rate Bond E Reduce -1.1% 2.93% −0.05
RTX RTX Corp. Reduce -0.8% 0.81% −0.05
CLVT Clarivate PLC Reduce -1.8% 0.11% −0.05
PLAB Photronics Inc. Reduce -1.5% 0.61% −0.04
IFN Aberdeen India Fund Inc. Reduce -0.9% 0.17% −0.04
IYW iShares Ustechnology ETF Reduce -8.0% 1.09% −0.04
LOW Lowe's Cos Inc. Reduce -6.2% 0.22% −0.04
STPZ PIMCO 1-5 Year US Tips Index Reduce -1.0% 1.56% −0.03
FAF First American Financial Reduce -1.5% 0.40% −0.03
TRP TC Energy Corp. Reduce -1.7% 0.54% −0.02

Portfolio Buys Q3 2024 → Q4 2024
MINT PIMCO Enhanced Short Maturit Add +151.0% 1.59% +0.95
BBCA JPMorgan Betabuilders Canada New 0.73% +0.73
SHV iShares 0-1 Year Treasury Bo New 0.62% +0.62
IGIB iShares 5-10Y Inv Grade Corp. Add +94.2% 1.14% +0.53
IEI iShares 3-7 Year Treasury Bo Add +69.7% 1.11% +0.43
SIRI Sirius XM Holdings Inc. New 0.29% +0.29
PRGO Perrigo Co. PLC Add +39.6% 1.01% +0.27
LMT Lockheed Martin Corp. New 0.25% +0.25
STIP iShares 0-5 Year Tips Bond E Add +13.0% 2.31% +0.25
XLF SS Financial Select Sector New 0.24% +0.24
EEM iShares MSCI Emerging Market Add +125.8% 0.42% +0.22
IGSB iShares 1-5Y Inv Grade Corp. Add +38.1% 0.81% +0.21
EWJ iShares MSCI Japan ETF Add +17.3% 1.94% +0.17
FLRN SS SPDR BB Ig Float RT ETF Add +10.2% 1.97% +0.17
DLX Deluxe Corp. Add +33.5% 0.43% +0.15
SPY SS SPDR S&P 500 ETF Trust-US Add +9.9% 1.37% +0.15
IWM iShares Russell 2000 ETF Add +20.3% 0.68% +0.11
TRV The Travelers Cos Inc. Add +25.4% 0.29% +0.06
MDYG SS SPDR S&P 400 MC GR ETF Add +15.2% 0.23% +0.03
EFA iShares MSCI Eafe ETF Add +13.4% 0.75% +0.02
SLYG SS SPDR S&P 600 SC GR ETF Add +3.5% 0.48% +0.00
EFG iShares MSCI Eafe Growth ETF Add +8.1% 0.20% −0.01
PBR Petroleo Brasileiro-Spon ADR Add +3.1% 0.17% −0.01
EWI iShares MSCI Italy ETF Add +1.2% 0.26% −0.02
CMCSA Comcast Corp. Class A Add +7.6% 1.45% −0.05

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 117$132.3MTSM, GOOG, EWJ, MCK, STIP
Q1 2026 111$118.7MGOOG, TSM, MCK, STIP, EWJ
Q4 2025 108$116.1MGOOG, TSM, MCK, STIP, EWJ
Q3 2025 110$112.9MGOOG, TSM, MCK, STIP, FLOT
Q2 2025 112$107.0MGOOG, TSM, MCK, FLOT, STIP
Q1 2025 113$104.1MGOOG, MCK, FLOT, TSM, ALL
Q4 2024 113$102.0MGOOG, TSM, MCK, INFY, FLOT
Q3 2024 110$101.8MGOOG, TSM, INFY, MCK, FLOT