Hudson Portfolio Management LLC Q4 2024 Filing

Filed February 13, 2025

Portfolio Value

$102.0M

Holdings

113

Report Date

Q4 2024

Filing Type

13F-HR

All Holdings (113 positions)

#	Stock	Shares	Value	% Portfolio
1	GOOGALPHABET INC	28,806	$5.5M	5.38%
2	TSMTAIWAN SEMICONDUCTOR MFG LTD	18,278	$3.6M	3.54%
3	MCKMCKESSON CORP	6,162	$3.5M	3.44%
4	INFYINFOSYS LTD	140,365	$3.1M	3.02%
5	FLOTISHARES TR	58,701	$3.0M	2.93%
6	ALSALLSTATE CORP	13,902	$2.7M	2.63%
7	AAPLAPPLE INC	9,543	$2.4M	2.34%
8	STIPISHARES TR	23,390	$2.4M	2.31%
9	CWBSPDR SER TR	27,351	$2.1M	2.09%
10	FLRNSPDR SER TR	65,235	$2.0M	1.97%
11	CNACNA FINL CORP	41,005	$2.0M	1.94%
12	EWJISHARES INC	29,514	$2.0M	1.94%
13	BKBANK NEW YORK MELLON CORP	23,465	$1.8M	1.77%
14	ORCLORACLE CORP	10,628	$1.8M	1.74%
15	EZUISHARES INC	37,357	$1.8M	1.73%
16	BACVERIZON COMMUNICATIONS INC	40,743	$1.6M	1.60%
17	MINTPIMCO ETF TR	16,189	$1.6M	1.59%
18	STPZPIMCO ETF TR	30,443	$1.6M	1.56%
19	ORIOLD REP INTL CORP	43,125	$1.6M	1.53%
20	KMIKINDER MORGAN INC DEL	54,356	$1.5M	1.46%
21	CMCSACOMCAST CORP NEW	39,510	$1.5M	1.45%
22	ALKSALKERMES PLC	50,575	$1.5M	1.43%
23	HMCHONDA MOTOR LTD	50,935	$1.5M	1.43%
24	SPYSPDR S&P 500 ETF TR	2,380	$1.4M	1.37%
25	TTENTOTALENERGIES SE	24,538	$1.3M	1.31%
26	TDTORONTO DOMINION BK ONT	23,693	$1.3M	1.24%
27	QSRRESTAURANT BRANDS INTL INC	19,242	$1.3M	1.23%
28	CAHCARDINAL HEALTH INC	10,563	$1.2M	1.22%
29	CVSCVS HEALTH CORP	27,648	$1.2M	1.22%
30	SCZISHARES TR	20,395	$1.2M	1.21%
31	IGIBISHARES TR	22,590	$1.2M	1.14%
32	IEIISHARES TR	9,801	$1.1M	1.11%
33	IYWISHARES TR	6,955	$1.1M	1.09%
34	AMGNAMGEN INC	4,028	$1.0M	1.03%
35	PRGOPERRIGO CO PLC	40,264	$1.0M	1.02%
36	JNJJOHNSON & JOHNSON	6,713	$971K	0.95%
37	TMTOYOTA MOTOR CORP	4,740	$922K	0.90%
38	PYPLPAYPAL HLDGS INC	10,784	$920K	0.90%
39	NXSTNEXSTAR MEDIA GROUP INC	5,502	$869K	0.85%
40	RTXRTX CORPORATION	7,154	$828K	0.81%
41	IGSBISHARES TR	15,978	$826K	0.81%
42	INTCINTEL CORP	40,663	$815K	0.80%
43	UTHUNITED THERAPEUTICS CORP DEL	2,273	$802K	0.79%
44	VSTVISTRA CORP	5,670	$782K	0.77%
45	ALLYALLY FINL INC	21,689	$781K	0.77%
46	EFAISHARES TR	10,055	$760K	0.75%
47	SHELSHELL PLC	12,050	$755K	0.74%
48	OMCOMNICOM GROUP INC	8,700	$749K	0.73%
49	BBCAJ P MORGAN EXCHANGE TRADED F	10,600	$748K	0.73%
50	GSKGSK PLC	21,124	$714K	0.70%
51	TAT&T INC	31,029	$707K	0.69%
52	IWMISHARES TR	3,148	$696K	0.68%
53	CHRWC H ROBINSON WORLDWIDE INC	6,715	$694K	0.68%
54	SHVISHARES TR	5,750	$633K	0.62%
55	MLB1MERCADOLIBRE INC	367	$624K	0.61%
56	PLABPHOTRONICS INC	26,310	$620K	0.61%
57	AMZNAMAZON COM INC	2,779	$610K	0.60%
58	SNYSANOFI	12,025	$580K	0.57%
59	TRPTC ENERGY CORP	11,941	$556K	0.54%
60	BPOPPOPULAR INC	5,815	$547K	0.54%
61	LCIILCI INDS	5,261	$544K	0.53%
62	OLNOLIN CORP	15,830	$535K	0.52%
63	MXFMEXICO FD INC	39,272	$518K	0.51%
64	JAZZJAZZ PHARMACEUTICALS PLC	4,155	$512K	0.50%
65	UHSUNIVERSAL HLTH SVCS INC	2,831	$508K	0.50%
66	WGOWINNEBAGO INDS INC	10,540	$504K	0.49%
67	SLYGSPDR SER TR	5,440	$492K	0.48%
68	MDTMEDTRONIC PLC	6,040	$482K	0.47%
69	BECNUSDBEACON ROOFING SUPPLY INC	4,734	$481K	0.47%
70	WPPWPP PLC NEW	8,885	$457K	0.45%
71	WPCWP CAREY INC	8,167	$445K	0.44%
72	DLXDELUXE CORP	19,540	$441K	0.43%
73	CTSHCOGNIZANT TECHNOLOGY SOLUTIO	5,640	$434K	0.43%
74	EEMISHARES TR	10,260	$429K	0.42%
75	LQDISHARES TR	3,966	$424K	0.42%
76	CITHE CIGNA GROUP	1,532	$423K	0.41%
77	JOFJAPAN SMALLER CAPITALIZATION	54,131	$415K	0.41%
78	FAFFIRST AMERN FINL CORP	6,537	$408K	0.40%
79	ABBVABBVIE INC	2,135	$379K	0.37%
80	NDQINVESCO QQQ TR	740	$378K	0.37%
81	SBUXSTARBUCKS CORP	4,116	$376K	0.37%
82	TWNTAIWAN FD INC	9,659	$373K	0.37%
83	ABALLIANCEBERNSTEIN HLDG L P	9,450	$351K	0.34%
84	ATGEADTALEM GLOBAL ED INC	3,840	$349K	0.34%
85	DXCDXC TECHNOLOGY CO	16,005	$320K	0.31%
86	QRVOQORVO INC	4,464	$312K	0.31%
87	FNFFIDELITY NATIONAL FINANCIAL	5,433	$305K	0.30%
88	BABAALIBABA GROUP HLDG LTD	3,575	$303K	0.30%
89	SIRISIRIUSXM HOLDINGS INC	13,002	$296K	0.29%
90	GOOGLALPHABET INC	1,560	$295K	0.29%
91	TRVTRAVELERS COMPANIES INC	1,210	$291K	0.29%
92	FDXFEDEX CORP	1,010	$284K	0.28%
93	CBOECBOE GLOBAL MKTS INC	1,410	$276K	0.27%
94	GFNEW GERMANY FD INC	34,456	$269K	0.26%
95	EWIISHARES INC	7,300	$263K	0.26%
96	VODVODAFONE GROUP PLC NEW	30,357	$258K	0.25%
97	LMTLOCKHEED MARTIN CORP	526	$256K	0.25%
98	RIORIO TINTO PLC	4,300	$253K	0.25%
99	XLFSELECT SECTOR SPDR TR	5,129	$248K	0.24%
100	MSFTMICROSOFT CORP	558	$235K	0.23%

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