1y return+20.2%S&P 500 +20.9%
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
$100 invested in its stock picks
Since September 30, 2024: $125 against $130 in the S&P 500.2
Hudson Portfolio Management LLCS&P 500 (SPY)
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| TSMTaiwan Semiconductor Manufac | $8.1M | 6.1% | |
| GOOGAlphabet Inc | $7.8M | 5.9% | −5.8% |
| EWJIshares Inc | $4.1M | 3.1% | +10.5% |
| MCKMckesson Corp | $4.1M | 3.1% | |
| STIPIshares Tr | $3.8M | 2.9% | +7.1% |
| IGSBIshares Tr | $3.3M | 2.5% | +5.5% |
| CWBSpdr Series Trust | $3.2M | 2.4% | +1.1% |
| BNYBank Of Ny Mellon Corp | $3.1M | 2.4% | −1.1% |
| SHVIshares Tr | $3.1M | 2.4% | +54.2% |
| ALLAllstate Corp | $3.0M | 2.3% | |
| AAPLApple Inc | $2.7M | 2.0% | +8.1% |
| CVSCvs Health Corp | $2.7M | 2.0% | |
| EZUIshares Inc | $2.5M | 1.9% | |
| TDToronto Dominion Bk Ont | $2.2M | 1.7% | −2.7% |
| FLOTIshares Tr | $2.2M | 1.6% | +3.5% |
| BBCAJ P Morgan Exchange Traded F | $2.0M | 1.5% | +3.4% |
| SPYState Str Spdr S&p 500 Etf T | $2.0M | 1.5% | −1.2% |
| CNACna Finl Corp | $1.9M | 1.5% | |
| Totalenergies SeCUSIP F92124100 | $1.8M | 1.3% | New |
| STPZPimco Etf Tr | $1.8M | 1.3% | −3.4% |
| ORIOld Rep Intl Corp | $1.6M | 1.2% | |
| JMTGJ P Morgan Exchange Traded F | $1.6M | 1.2% | +73.3% |
| VZVerizon Communications Inc | $1.6M | 1.2% | |
| SCZIshares Tr | $1.6M | 1.2% | −1.0% |
| MINTPimco Etf Tr | $1.5M | 1.2% | −6.9% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| TSMTaiwan Semiconductor Manufac | September 30, 2024 | +175.0% | $8.1M |
| GOOGAlphabet Inc | September 30, 2024 | +111.3% | $7.8M |
| BNYBank Of Ny Mellon Corp | September 30, 2024 | +101.2% | $3.1M |
| TDToronto Dominion Bk Ont | September 30, 2024 | +92.0% | $2.2M |
| Alkermes PLCCUSIP G01767105 | September 30, 2024 | +87.2% | $1.4M |
| IYWIshares Tr | September 30, 2024 | +66.4% | $1.4M |
| CVSCvs Health Corp | September 30, 2024 | +64.5% | $2.7M |
| JNJJohnson & Johnson | September 30, 2024 | +56.7% | $1.5M |
| MCKMckesson Corp | September 30, 2024 | +52.8% | $4.1M |
| EEMIshares Tr | September 30, 2024 | +49.2% | $1.4M |
Sold off last quarter
- Honeywell Intl IncCUSIP 438516106 was $898K
- JOFJapan Smaller Capitalization was $554K
- RIORio Tinto PLC was $306K
- LOWLowes Cos Inc was $210K
- DXCDxc Technology Co was $175K
- NOKNokia Corp was $82K
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +6.5% | +14.8% |
| March 31, 2026 | +0.4% | −4.6% |
| December 31, 2025 | +4.0% | +2.4% |
| September 30, 2025 | +8.0% | +7.8% |
| June 30, 2025 | +5.0% | +10.5% |
| March 31, 2025 | +1.3% | −4.6% |
| December 31, 2024 | −2.3% | +2.1% |
| March 31, 2024 | +5.5% | +10.0% |
| December 31, 2023 | +9.7% | +11.2% |
| September 30, 2023 | −2.7% | −3.6% |
| June 30, 2023 | +4.5% | +8.3% |
| March 31, 2023 | +2.3% | +7.0% |
| December 31, 2022 | +8.3% | +7.1% |
| September 30, 2022 | −8.3% | −5.3% |
| June 30, 2022 | −11.4% | −16.5% |
| March 31, 2022 | −2.1% | −4.9% |
| December 31, 2021 | +2.6% | +10.7% |
| September 30, 2021 | −1.1% | +0.3% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Hudson Portfolio Management LLC Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1847700&type=13F-HR&dateb=&owner=include&count=40CIK 1847700
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/1847700/000117266126003345/Filed August 12, 2026 · accession 0001172661-26-003345