Hudson Portfolio Management LLC

Name: Hudson Portfolio Management LLC 13F holdings, Q4 2024
Creator: Hudson Portfolio Management LLC
Published: 2025-02-13

Q2 2026Q1 2026Q4 2025Q3 2025Q2 2025Q1 2025Q3 2024

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

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%
MDYG SS SPDR S&P 400 MC GR ETF	0.23%	2,686	$233K	Add +15.2%
IP International Paper Co.	0.22%	4,250	$229K	Reduce -56.8%
MTB M & T Bank Corp. filed as M & T BK CORP	0.22%	1,205	$227K	Reduce -3.9%
LOW Lowe's Cos Inc.	0.22%	915	$226K	Reduce -6.2%
EFG iShares MSCI Eafe Growth ETF	0.20%	2,070	$200K	Add +8.1%
IFN Aberdeen India Fund Inc.	0.17%	11,223	$177K	Reduce -0.9%
PBR Petroleo Brasileiro-Spon ADR	0.17%	13,350	$172K	Add +3.1%
SBH Sally Beauty Holdings Inc.	0.15%	14,400	$150K	No change
F Ford Motor Co. filed as FORD MTR CO	0.14%	14,200	$141K	No change
CLVT Clarivate PLC	0.11%	21,540	$109K	Reduce -1.8%
NOK Nokia Corp.-Spon ADR	0.07%	16,755	$74K	No change
VIV Telefonica Brasil-ADR	0.07%	16,946	$68K	Reduce -0.1%
MLCO Melco Resorts & Entert-ADR	0.06%	11,365	$66K	No change

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

Quarter	Positions	13F Reported Value	Top Holdings
Q2 2026	117	$132.3M	TSM, GOOG, EWJ, MCK, STIP
Q1 2026	111	$118.7M	GOOG, TSM, MCK, STIP, EWJ
Q4 2025	108	$116.1M	GOOG, TSM, MCK, STIP, EWJ
Q3 2025	110	$112.9M	GOOG, TSM, MCK, STIP, FLOT
Q2 2025	112	$107.0M	GOOG, TSM, MCK, FLOT, STIP
Q1 2025	113	$104.1M	GOOG, MCK, FLOT, TSM, ALL
Q4 2024	113	$102.0M	GOOG, TSM, MCK, INFY, FLOT
Q3 2024	110	$101.8M	GOOG, TSM, INFY, MCK, FLOT