Hudson Canyon Capital Management as of Sept. 30, 2024
Portfolio Holdings for Hudson Canyon Capital Management
Hudson Canyon Capital Management holds 54 positions in its portfolio as reported in the September 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| NVIDIA Corporation (NVDA) | 8.3 | $13M | 106k | 121.44 | |
| Apple (AAPL) | 6.4 | $9.9M | 42k | 233.00 | |
| Microsoft Corporation (MSFT) | 5.7 | $8.8M | 20k | 430.30 | |
| Alphabet Cap Stk Cl A (GOOGL) | 3.5 | $5.4M | 32k | 165.85 | |
| Amazon (AMZN) | 3.0 | $4.7M | 25k | 186.33 | |
| Meta Platforms Cl A (META) | 2.9 | $4.4M | 7.7k | 572.44 | |
| Eli Lilly & Co. (LLY) | 2.7 | $4.1M | 4.7k | 885.94 | |
| Broadcom (AVGO) | 2.3 | $3.5M | 20k | 172.50 | |
| Advanced Micro Devices (AMD) | 2.1 | $3.2M | 20k | 164.08 | |
| Netflix (NFLX) | 2.1 | $3.2M | 4.5k | 709.27 | |
| Marathon Petroleum Corp (MPC) | 2.0 | $3.1M | 19k | 162.91 | |
| Applied Materials (AMAT) | 2.0 | $3.1M | 15k | 202.05 | |
| Eaton Corp SHS (ETN) | 2.0 | $3.0M | 9.1k | 331.44 | |
| D.R. Horton (DHI) | 1.9 | $3.0M | 16k | 190.77 | |
| JPMorgan Chase & Co. (JPM) | 1.9 | $3.0M | 14k | 210.86 | |
| Costco Wholesale Corporation (COST) | 1.9 | $3.0M | 3.4k | 886.52 | |
| Adobe Systems Incorporated (ADBE) | 1.7 | $2.7M | 5.2k | 517.78 | |
| Hca Holdings (HCA) | 1.7 | $2.7M | 6.6k | 406.43 | |
| TJX Companies (TJX) | 1.6 | $2.5M | 21k | 117.54 | |
| Regeneron Pharmaceuticals (REGN) | 1.6 | $2.4M | 2.3k | 1051.24 | |
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 1.5 | $2.4M | 5.1k | 460.26 | |
| Dell Technologies CL C (DELL) | 1.5 | $2.3M | 20k | 118.54 | |
| Capital One Financial (COF) | 1.5 | $2.2M | 15k | 149.73 | |
| Visa Com Cl A (V) | 1.5 | $2.2M | 8.2k | 274.95 | |
| Lowe's Companies (LOW) | 1.4 | $2.2M | 8.2k | 270.85 | |
| BlackRock | 1.4 | $2.2M | 2.3k | 945.21 | |
| Ge Aerospace Com New (GE) | 1.4 | $2.2M | 12k | 188.58 | |
| Tesla Motors (TSLA) | 1.4 | $2.1M | 8.2k | 261.63 | |
| EOG Resources (EOG) | 1.3 | $2.1M | 17k | 122.93 | |
| UnitedHealth (UNH) | 1.3 | $2.1M | 3.5k | 584.68 | |
| Martin Marietta Materials (MLM) | 1.3 | $2.0M | 3.8k | 538.25 | |
| Bank of America Corporation (BAC) | 1.3 | $2.0M | 51k | 39.68 | |
| Raytheon Technologies Corp (RTX) | 1.3 | $2.0M | 17k | 121.16 | |
| Waste Management (WM) | 1.3 | $2.0M | 9.7k | 207.60 | |
| Morgan Stanley Com New (MS) | 1.3 | $2.0M | 19k | 104.24 | |
| American Tower Reit (AMT) | 1.3 | $1.9M | 8.4k | 232.56 | |
| Charles Schwab Corporation (SCHW) | 1.3 | $1.9M | 30k | 64.81 | |
| Thermo Fisher Scientific (TMO) | 1.2 | $1.9M | 3.1k | 618.57 | |
| Nextera Energy (NEE) | 1.2 | $1.9M | 23k | 84.53 | |
| Chipotle Mexican Grill (CMG) | 1.2 | $1.9M | 33k | 57.62 | |
| Prologis (PLD) | 1.2 | $1.9M | 15k | 126.28 | |
| Zoetis Cl A (ZTS) | 1.2 | $1.9M | 9.6k | 195.38 | |
| Deere & Company (DE) | 1.2 | $1.9M | 4.5k | 417.33 | |
| Nike CL B (NKE) | 1.2 | $1.8M | 21k | 88.40 | |
| Target Corporation (TGT) | 1.2 | $1.8M | 12k | 155.86 | |
| AutoZone (AZO) | 1.2 | $1.8M | 583.00 | 3150.04 | |
| Merck & Co (MRK) | 1.1 | $1.8M | 16k | 113.56 | |
| Abbvie (ABBV) | 1.1 | $1.7M | 8.7k | 197.48 | |
| Pepsi (PEP) | 1.1 | $1.7M | 10k | 170.05 | |
| CSX Corporation (CSX) | 1.1 | $1.7M | 49k | 34.53 | |
| Celanese Corporation (CE) | 1.1 | $1.7M | 12k | 135.96 | |
| United Parcel Service CL B (UPS) | 1.1 | $1.7M | 12k | 136.34 | |
| Walt Disney Company (DIS) | 1.0 | $1.6M | 17k | 96.19 | |
| Hershey Company (HSY) | 1.0 | $1.6M | 8.2k | 191.78 |
