Hudson Portfolio Management LLC Q3 2025 Filing

Filed November 14, 2025

Portfolio Value

$112.9M

Holdings

110

Report Date

Q3 2025

Filing Type

13F-HR

All Holdings (110 positions)

StockValue
GOOGALPHABET INC
$6.7M
TSMTAIWAN SEMICONDUCTOR MFG LTD
$4.9M
MCKMCKESSON CORP
$4.3M
STIPISHARES TR
$3.5M
FLOTISHARES TR
$3.1M
ALSALLSTATE CORP
$2.7M
CWBSPDR SERIES TRUST
$2.4M
BKBANK NEW YORK MELLON CORP
$2.4M
IGSBISHARES TR
$2.3M
EWJISHARES INC
$2.3M
EZUISHARES INC
$2.2M
AAPLAPPLE INC
$2.2M
INFYINFOSYS LTD
$2.2M
ORCLORACLE CORP
$2.2M
CVSCVS HEALTH CORP
$2.0M
ORIOLD REP INTL CORP
$1.9M
CNACNA FINL CORP
$1.8M
SPYSPDR S&P 500 ETF TR
$1.8M
BACVERIZON COMMUNICATIONS INC
$1.7M
TDTORONTO DOMINION BK ONT
$1.7M
STPZPIMCO ETF TR
$1.7M
MINTPIMCO ETF TR
$1.7M
BBCAJ P MORGAN EXCHANGE TRADED F
$1.5M
KMIKINDER MORGAN INC DEL
$1.5M
HMCHONDA MOTOR LTD
$1.5M
SCZISHARES TR
$1.5M
CMCSACOMCAST CORP NEW
$1.4M
FLRNSPDR SERIES TRUST
$1.4M
TTENTOTALENERGIES SE
$1.4M
EFAISHARES TR
$1.4M
IYWISHARES TR
$1.3M
QSRRESTAURANT BRANDS INTL INC
$1.2M
JNJJOHNSON & JOHNSON
$1.2M
MSFTMICROSOFT CORP
$1.1M
ALKSALKERMES PLC
$1.1M
AMGNAMGEN INC
$1.1M
RTXRTX CORPORATION
$1.1M
TMTOYOTA MOTOR CORP
$1.0M
NXSTNEXSTAR MEDIA GROUP INC
$1.0M
UTHUNITED THERAPEUTICS CORP DEL
$918K
GSKGSK PLC
$882K
MLB1MERCADOLIBRE INC
$846K
CHRWC H ROBINSON WORLDWIDE INC
$839K
HONHONEYWELL INTL INC
$837K
MDTMEDTRONIC PLC
$834K
TAT&T INC
$826K
SHELSHELL PLC
$821K
ALLYALLY FINL INC
$768K
MXFMEXICO FD INC
$710K
IGIBISHARES TR
$708K
OMCOMNICOM GROUP INC
$708K
BPOPPOPULAR INC
$698K
PYPLPAYPAL HLDGS INC
$688K
EEMISHARES TR
$680K
IWMISHARES TR
$661K
IEIISHARES TR
$658K
CAHCARDINAL HEALTH INC
$644K
BABAALIBABA GROUP HLDG LTD
$616K
TRPTC ENERGY CORP
$599K
PLABPHOTRONICS INC
$599K
AMZNAMAZON COM INC
$590K
LQDISHARES TR
$580K
ITWILLINOIS TOOL WKS INC
$567K
UHSUNIVERSAL HLTH SVCS INC
$556K
WPCWP CAREY INC
$552K
JOFJAPAN SMALLER CAPITALIZATION
$535K
JAZZJAZZ PHARMACEUTICALS PLC
$534K
PRGOPERRIGO CO PLC
$532K
SNYSANOFI SA
$530K
CTSHCOGNIZANT TECHNOLOGY SOLUTIO
$503K
DLXDELUXE CORP
$490K
SHVISHARES TR
$486K
LCIILCI INDS
$463K
TRVTRAVELERS COMPANIES INC
$451K
TWNTAIWAN FD INC
$450K
SLYGSPDR SERIES TRUST
$443K
XLFSELECT SECTOR SPDR TR
$441K
NDQINVESCO QQQ TR
$426K
FAFFIRST AMERN FINL CORP
$408K
CITHE CIGNA GROUP
$407K
QRVOQORVO INC
$399K
PBRPETROLEO BRASILEIRO SA PETRO
$396K
EEFTEURONET WORLDWIDE INC
$393K
OLNOLIN CORP
$382K
EWIISHARES INC
$379K
GFNEW GERMANY FD INC
$378K
ABBVABBVIE INC
$361K
ABALLIANCEBERNSTEIN HLDG L P
$361K
VODVODAFONE GROUP PLC NEW
$335K
NVONOVO-NORDISK A S
$300K
LMTLOCKHEED MARTIN CORP
$298K
VSTVISTRA CORP
$289K
RIORIO TINTO PLC
$284K
FNFFIDELITY NATIONAL FINANCIAL
$277K
WGOWINNEBAGO INDS INC
$259K
FFORD MTR CO
$243K
FDXFEDEX CORP
$238K
SBUXSTARBUCKS CORP
$235K
S7VSALLY BEAUTY HLDGS INC
$234K
MRKMERCK & CO INC
$234K
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