Hudson Canyon Capital Management as of June 30, 2024
Portfolio Holdings for Hudson Canyon Capital Management
Hudson Canyon Capital Management holds 54 positions in its portfolio as reported in the June 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| NVIDIA Corporation (NVDA) | 9.4 | $14M | 112k | 123.54 | |
| Microsoft Corporation (MSFT) | 6.2 | $9.1M | 20k | 446.95 | |
| Apple (AAPL) | 6.0 | $8.9M | 42k | 210.62 | |
| Alphabet Cap Stk Cl A (GOOGL) | 4.0 | $5.9M | 32k | 182.15 | |
| Amazon (AMZN) | 3.1 | $4.6M | 24k | 193.25 | |
| Eli Lilly & Co. (LLY) | 2.9 | $4.2M | 4.7k | 905.38 | |
| Meta Platforms Cl A (META) | 2.6 | $3.9M | 7.7k | 504.22 | |
| Applied Materials (AMAT) | 2.4 | $3.5M | 15k | 235.99 | |
| Marathon Petroleum Corp (MPC) | 2.2 | $3.3M | 19k | 173.48 | |
| Broadcom (AVGO) | 2.2 | $3.3M | 2.0k | 1605.53 | |
| Advanced Micro Devices (AMD) | 2.1 | $3.2M | 20k | 162.21 | |
| Netflix (NFLX) | 2.1 | $3.0M | 4.5k | 674.88 | |
| Costco Wholesale Corporation (COST) | 2.0 | $2.9M | 3.5k | 849.99 | |
| Adobe Systems Incorporated (ADBE) | 2.0 | $2.9M | 5.2k | 555.54 | |
| JPMorgan Chase & Co. (JPM) | 1.9 | $2.9M | 14k | 202.26 | |
| Eaton Corp SHS (ETN) | 1.9 | $2.9M | 9.1k | 313.55 | |
| Regeneron Pharmaceuticals (REGN) | 1.6 | $2.4M | 2.3k | 1051.03 | |
| TJX Companies (TJX) | 1.6 | $2.4M | 22k | 110.10 | |
| D.R. Horton (DHI) | 1.6 | $2.3M | 16k | 140.93 | |
| Visa Com Cl A (V) | 1.4 | $2.1M | 8.2k | 262.47 | |
| EOG Resources (EOG) | 1.4 | $2.1M | 17k | 125.87 | |
| Hca Holdings (HCA) | 1.4 | $2.1M | 6.6k | 321.28 | |
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 1.4 | $2.1M | 5.1k | 406.80 | |
| Waste Management (WM) | 1.4 | $2.1M | 9.7k | 213.34 | |
| Charles Schwab Corporation (SCHW) | 1.4 | $2.1M | 28k | 73.69 | |
| Martin Marietta Materials (MLM) | 1.4 | $2.1M | 3.8k | 541.80 | |
| Bank of America Corporation (BAC) | 1.4 | $2.0M | 51k | 39.77 | |
| salesforce (CRM) | 1.3 | $1.9M | 7.6k | 257.10 | |
| Capital One Financial (COF) | 1.3 | $1.9M | 14k | 138.45 | |
| Biogen Idec (BIIB) | 1.3 | $1.9M | 8.0k | 231.82 | |
| Morgan Stanley Com New (MS) | 1.2 | $1.8M | 19k | 97.19 | |
| BlackRock | 1.2 | $1.8M | 2.3k | 787.32 | |
| Lowe's Companies (LOW) | 1.2 | $1.8M | 8.2k | 220.46 | |
| UnitedHealth (UNH) | 1.2 | $1.8M | 3.5k | 509.26 | |
| Target Corporation (TGT) | 1.2 | $1.7M | 12k | 148.04 | |
| AutoZone (AZO) | 1.2 | $1.7M | 583.00 | 2964.10 | |
| Thermo Fisher Scientific (TMO) | 1.2 | $1.7M | 3.1k | 553.00 | |
| Merck & Co (MRK) | 1.1 | $1.7M | 14k | 123.80 | |
| Boeing Company (BA) | 1.1 | $1.7M | 9.2k | 182.01 | |
| Celanese Corporation (CE) | 1.1 | $1.7M | 12k | 134.89 | |
| Deere & Company (DE) | 1.1 | $1.7M | 4.5k | 373.63 | |
| Prologis (PLD) | 1.1 | $1.7M | 15k | 112.31 | |
| Raytheon Technologies Corp (RTX) | 1.1 | $1.7M | 17k | 100.39 | |
| Zoetis Cl A (ZTS) | 1.1 | $1.7M | 9.6k | 173.36 | |
| Walt Disney Company (DIS) | 1.1 | $1.7M | 17k | 99.29 | |
| Pepsi (PEP) | 1.1 | $1.7M | 10k | 164.93 | |
| CSX Corporation (CSX) | 1.1 | $1.6M | 49k | 33.45 | |
| American Tower Reit (AMT) | 1.1 | $1.6M | 8.4k | 194.38 | |
| Tesla Motors (TSLA) | 1.1 | $1.6M | 8.2k | 197.88 | |
| Nextera Energy (NEE) | 1.1 | $1.6M | 23k | 70.81 | |
| United Parcel Service CL B (UPS) | 1.0 | $1.5M | 11k | 136.85 | |
| Starbucks Corporation (SBUX) | 1.0 | $1.5M | 20k | 77.85 | |
| Hershey Company (HSY) | 1.0 | $1.5M | 8.2k | 183.83 | |
| Nike CL B (NKE) | 0.9 | $1.3M | 18k | 75.37 |
