Hudson Portfolio Management LLC Q1 2025 Filing

Filed May 14, 2025

Portfolio Value

$104.1M

Holdings

113

Report Date

Q1 2025

Filing Type

13F-HR

All Holdings (113 positions)

StockValue
GOOGALPHABET INC
$4.5M
MCKMCKESSON CORP
$4.0M
FLOTISHARES TR
$3.2M
TSMTAIWAN SEMICONDUCTOR MFG LTD
$3.0M
ALSALLSTATE CORP
$2.8M
STIPISHARES TR
$2.7M
INFYINFOSYS LTD
$2.5M
MINTPIMCO ETF TR
$2.4M
CNACNA FINL CORP
$2.1M
AAPLAPPLE INC
$2.1M
CWBSPDR SER TR
$2.1M
EWJISHARES INC
$2.0M
FLRNSPDR SER TR
$2.0M
EZUISHARES INC
$2.0M
BKBANK NEW YORK MELLON CORP
$1.9M
CVSCVS HEALTH CORP
$1.8M
BACVERIZON COMMUNICATIONS INC
$1.8M
ORIOLD REP INTL CORP
$1.8M
STPZPIMCO ETF TR
$1.6M
IGSBISHARES TR
$1.6M
TTENTOTALENERGIES SE
$1.5M
KMIKINDER MORGAN INC DEL
$1.5M
CMCSACOMCAST CORP NEW
$1.5M
SPYSPDR S&P 500 ETF TR
$1.4M
TDTORONTO DOMINION BK ONT
$1.4M
ORCLORACLE CORP
$1.4M
HMCHONDA MOTOR LTD
$1.4M
ALKSALKERMES PLC
$1.3M
QSRRESTAURANT BRANDS INTL INC
$1.3M
SCZISHARES TR
$1.3M
AMGNAMGEN INC
$1.2M
IGIBISHARES TR
$1.2M
PRGOPERRIGO CO PLC
$1.1M
JNJJOHNSON & JOHNSON
$1.1M
NXSTNEXSTAR MEDIA GROUP INC
$1.0M
CAHCARDINAL HEALTH INC
$1.0M
IEIISHARES TR
$987K
EFAISHARES TR
$984K
IYWISHARES TR
$977K
BBCAJ P MORGAN EXCHANGE TRADED F
$956K
RTXRTX CORPORATION
$930K
TMTOYOTA MOTOR CORP
$922K
SHELSHELL PLC
$863K
TAT&T INC
$844K
GSKGSK PLC
$812K
INTCINTEL CORP
$792K
ALLYALLY FINL INC
$775K
OMCOMNICOM GROUP INC
$721K
MLB1MERCADOLIBRE INC
$716K
PYPLPAYPAL HLDGS INC
$697K
UTHUNITED THERAPEUTICS CORP DEL
$692K
MDTMEDTRONIC PLC
$689K
CHRWC H ROBINSON WORLDWIDE INC
$678K
MSFTMICROSOFT CORP
$676K
SNYSANOFI
$650K
IWMISHARES TR
$604K
SHVISHARES TR
$591K
TRPTC ENERGY CORP
$548K
PLABPHOTRONICS INC
$542K
ITWILLINOIS TOOL WKS INC
$542K
MXFMEXICO FD INC
$538K
EEMISHARES TR
$528K
BPOPPOPULAR INC
$526K
UHSUNIVERSAL HLTH SVCS INC
$522K
JAZZJAZZ PHARMACEUTICALS PLC
$516K
WPCWP CAREY INC
$515K
AMZNAMAZON COM INC
$515K
CITHE CIGNA GROUP
$504K
BABAALIBABA GROUP HLDG LTD
$473K
LCIILCI INDS
$446K
JOFJAPAN SMALLER CAPITALIZATION
$445K
VSTVISTRA CORP
$440K
SLYGSPDR SER TR
$439K
EEFTEURONET WORLDWIDE INC
$439K
LQDISHARES TR
$435K
CTSHCOGNIZANT TECHNOLOGY SOLUTIO
$429K
TRVTRAVELERS COMPANIES INC
$428K
FAFFIRST AMERN FINL CORP
$425K
XLFSELECT SECTOR SPDR TR
$399K
OLNOLIN CORP
$378K
ABALLIANCEBERNSTEIN HLDG L P
$362K
WGOWINNEBAGO INDS INC
$361K
FNFFIDELITY NATIONAL FINANCIAL
$350K
NDQINVESCO QQQ TR
$335K
WPPWPP PLC NEW
$328K
ABBVABBVIE INC
$327K
GFNEW GERMANY FD INC
$325K
QRVOQORVO INC
$320K
EWIISHARES INC
$309K
DLXDELUXE CORP
$307K
SBUXSTARBUCKS CORP
$300K
TWNTAIWAN FD INC
$293K
SIRISIRIUSXM HOLDINGS INC
$286K
VODVODAFONE GROUP PLC NEW
$281K
PBRPETROLEO BRASILEIRO SA PETRO
$270K
LMTLOCKHEED MARTIN CORP
$266K
DXCDXC TECHNOLOGY CO
$265K
RIORIO TINTO PLC
$258K
FDXFEDEX CORP
$246K
GOOGLALPHABET INC
$238K
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