Hudson Canyon Capital Management as of March 31, 2025
Portfolio Holdings for Hudson Canyon Capital Management
Hudson Canyon Capital Management holds 53 positions in its portfolio as reported in the March 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Apple (AAPL) | 6.6 | $9.4M | 42k | 222.13 | |
| NVIDIA Corporation (NVDA) | 6.2 | $8.8M | 82k | 108.38 | |
| Microsoft Corporation (MSFT) | 5.4 | $7.6M | 20k | 375.39 | |
| Alphabet Cap Stk Cl A (GOOGL) | 3.5 | $5.0M | 32k | 154.64 | |
| Amazon (AMZN) | 3.4 | $4.8M | 25k | 190.26 | |
| Meta Platforms Cl A (META) | 3.0 | $4.3M | 7.5k | 576.36 | |
| Netflix (NFLX) | 3.0 | $4.2M | 4.5k | 932.53 | |
| Eli Lilly & Co. (LLY) | 2.3 | $3.2M | 3.9k | 825.91 | |
| Broadcom (AVGO) | 2.2 | $3.1M | 19k | 167.43 | |
| JPMorgan Chase & Co. (JPM) | 2.2 | $3.1M | 13k | 245.30 | |
| Costco Wholesale Corporation (COST) | 2.1 | $3.0M | 3.1k | 945.78 | |
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 1.9 | $2.7M | 5.1k | 532.58 | |
| Visa Com Cl A (V) | 1.9 | $2.7M | 7.8k | 350.46 | |
| Capital One Financial (COF) | 1.9 | $2.7M | 15k | 179.30 | |
| Marathon Petroleum Corp (MPC) | 1.8 | $2.6M | 18k | 145.69 | |
| TJX Companies (TJX) | 1.8 | $2.5M | 21k | 121.80 | |
| Ge Aerospace Com New (GE) | 1.7 | $2.5M | 12k | 200.15 | |
| Eaton Corp SHS (ETN) | 1.7 | $2.4M | 9.0k | 271.83 | |
| Charles Schwab Corporation (SCHW) | 1.7 | $2.4M | 30k | 78.28 | |
| Simon Property (SPG) | 1.6 | $2.2M | 14k | 166.08 | |
| Applied Materials (AMAT) | 1.6 | $2.2M | 15k | 145.12 | |
| Hca Holdings (HCA) | 1.6 | $2.2M | 6.4k | 345.55 | |
| AutoZone (AZO) | 1.6 | $2.2M | 583.00 | 3812.78 | |
| Morgan Stanley Com New (MS) | 1.6 | $2.2M | 19k | 116.67 | |
| Bank of America Corporation (BAC) | 1.6 | $2.2M | 53k | 41.73 | |
| Blackrock (BLK) | 1.5 | $2.2M | 2.3k | 946.48 | |
| Raytheon Technologies Corp (RTX) | 1.5 | $2.2M | 16k | 132.46 | |
| EOG Resources (EOG) | 1.5 | $2.1M | 17k | 128.24 | |
| Waste Management (WM) | 1.5 | $2.1M | 9.2k | 231.51 | |
| Dell Technologies CL C (DELL) | 1.5 | $2.1M | 23k | 91.15 | |
| Deere & Company (DE) | 1.5 | $2.1M | 4.5k | 469.35 | |
| Pepsi (PEP) | 1.4 | $2.0M | 14k | 149.94 | |
| Advanced Micro Devices (AMD) | 1.4 | $2.0M | 20k | 102.74 | |
| Abbvie (ABBV) | 1.4 | $2.0M | 9.6k | 209.52 | |
| D.R. Horton (DHI) | 1.4 | $2.0M | 16k | 127.13 | |
| salesforce (CRM) | 1.4 | $2.0M | 7.3k | 268.36 | |
| Lowe's Companies (LOW) | 1.3 | $1.9M | 8.2k | 233.23 | |
| Tesla Motors (TSLA) | 1.3 | $1.9M | 7.4k | 259.16 | |
| UnitedHealth (UNH) | 1.3 | $1.8M | 3.5k | 523.75 | |
| Martin Marietta Materials (MLM) | 1.3 | $1.8M | 3.8k | 478.13 | |
| Fox Corp Cl A Com (FOXA) | 1.3 | $1.8M | 32k | 56.60 | |
| Uber Technologies (UBER) | 1.3 | $1.8M | 25k | 72.86 | |
| Zoetis Cl A (ZTS) | 1.3 | $1.8M | 11k | 164.65 | |
| Palo Alto Networks (PANW) | 1.3 | $1.8M | 11k | 170.64 | |
| Constellation Energy (CEG) | 1.2 | $1.7M | 8.4k | 201.63 | |
| Chipotle Mexican Grill (CMG) | 1.2 | $1.6M | 33k | 50.21 | |
| Amgen (AMGN) | 1.1 | $1.6M | 5.2k | 311.55 | |
| Thermo Fisher Scientific (TMO) | 1.1 | $1.5M | 3.1k | 497.60 | |
| Nike CL B (NKE) | 1.1 | $1.5M | 24k | 63.48 | |
| Regeneron Pharmaceuticals (REGN) | 1.1 | $1.5M | 2.4k | 634.23 | |
| United Parcel Service CL B (UPS) | 1.1 | $1.5M | 14k | 109.99 | |
| Oracle Corporation (ORCL) | 1.0 | $1.5M | 11k | 139.81 | |
| Target Corporation (TGT) | 1.0 | $1.4M | 13k | 104.36 |
