Hudson Canyon Capital Management as of June 30, 2025
Portfolio Holdings for Hudson Canyon Capital Management
Hudson Canyon Capital Management holds 52 positions in its portfolio as reported in the June 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| NVIDIA Corporation (NVDA) | 7.8 | $13M | 79k | 157.99 | |
| Microsoft Corporation (MSFT) | 6.3 | $10M | 20k | 497.41 | |
| Apple (AAPL) | 5.3 | $8.5M | 42k | 205.17 | |
| Netflix (NFLX) | 3.5 | $5.7M | 4.2k | 1339.13 | |
| Alphabet Cap Stk Cl A (GOOGL) | 3.5 | $5.6M | 32k | 176.23 | |
| Amazon (AMZN) | 3.4 | $5.4M | 25k | 219.39 | |
| Meta Platforms Cl A (META) | 3.4 | $5.4M | 7.3k | 738.09 | |
| Broadcom (AVGO) | 3.1 | $5.1M | 18k | 275.65 | |
| JPMorgan Chase & Co. (JPM) | 2.3 | $3.6M | 13k | 289.91 | |
| Ge Aerospace Com New (GE) | 2.0 | $3.2M | 13k | 257.39 | |
| Eaton Corp SHS (ETN) | 2.0 | $3.1M | 8.8k | 356.99 | |
| Capital One Financial (COF) | 1.9 | $3.1M | 15k | 212.76 | |
| Eli Lilly & Co. (LLY) | 1.9 | $3.0M | 3.8k | 779.53 | |
| Costco Wholesale Corporation (COST) | 1.9 | $3.0M | 3.0k | 989.94 | |
| Marathon Petroleum Corp (MPC) | 1.8 | $2.8M | 17k | 166.11 | |
| Dell Technologies CL C (DELL) | 1.7 | $2.8M | 23k | 122.60 | |
| Applied Materials (AMAT) | 1.7 | $2.8M | 15k | 183.07 | |
| Visa Com Cl A (V) | 1.7 | $2.7M | 7.6k | 355.05 | |
| Charles Schwab Corporation (SCHW) | 1.7 | $2.7M | 29k | 91.24 | |
| Morgan Stanley Com New (MS) | 1.7 | $2.7M | 19k | 140.86 | |
| Constellation Energy (CEG) | 1.6 | $2.6M | 8.2k | 322.76 | |
| Vistra Energy (VST) | 1.6 | $2.6M | 13k | 193.81 | |
| Oracle Corporation (ORCL) | 1.6 | $2.5M | 12k | 218.63 | |
| Bank of America Corporation (BAC) | 1.6 | $2.5M | 53k | 47.32 | |
| TJX Companies (TJX) | 1.5 | $2.5M | 20k | 123.49 | |
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 1.5 | $2.4M | 5.0k | 485.77 | |
| Hca Holdings (HCA) | 1.5 | $2.4M | 6.3k | 383.10 | |
| Blackrock (BLK) | 1.5 | $2.4M | 2.2k | 1049.25 | |
| Raytheon Technologies Corp (RTX) | 1.5 | $2.3M | 16k | 146.02 | |
| Uber Technologies (UBER) | 1.4 | $2.3M | 25k | 93.30 | |
| Tesla Motors (TSLA) | 1.4 | $2.3M | 7.2k | 317.66 | |
| Deere & Company (DE) | 1.4 | $2.2M | 4.4k | 508.49 | |
| Simon Property (SPG) | 1.4 | $2.2M | 14k | 160.76 | |
| Palo Alto Networks (PANW) | 1.4 | $2.2M | 11k | 204.64 | |
| AutoZone (AZO) | 1.3 | $2.1M | 572.00 | 3712.23 | |
| Nike CL B (NKE) | 1.3 | $2.1M | 30k | 71.04 | |
| Waste Management (WM) | 1.3 | $2.1M | 9.0k | 228.82 | |
| EOG Resources (EOG) | 1.3 | $2.0M | 17k | 119.61 | |
| Martin Marietta Materials (MLM) | 1.3 | $2.0M | 3.7k | 548.96 | |
| D.R. Horton (DHI) | 1.3 | $2.0M | 16k | 128.92 | |
| Dollar General (DG) | 1.3 | $2.0M | 18k | 114.38 | |
| salesforce (CRM) | 1.2 | $2.0M | 7.2k | 272.69 | |
| Coca-Cola Company (KO) | 1.2 | $1.9M | 27k | 70.75 | |
| Cigna Corp (CI) | 1.2 | $1.9M | 5.7k | 330.58 | |
| Lowe's Companies (LOW) | 1.1 | $1.8M | 8.2k | 221.87 | |
| Amgen (AMGN) | 1.1 | $1.8M | 6.5k | 279.21 | |
| Fox Corp Cl A Com (FOXA) | 1.1 | $1.8M | 32k | 56.04 | |
| Abbvie (ABBV) | 1.1 | $1.8M | 9.7k | 185.62 | |
| Zoetis Cl A (ZTS) | 1.1 | $1.8M | 12k | 155.95 | |
| United Parcel Service CL B (UPS) | 0.9 | $1.4M | 14k | 100.94 | |
| Thermo Fisher Scientific (TMO) | 0.9 | $1.4M | 3.4k | 405.46 | |
| Regeneron Pharmaceuticals (REGN) | 0.8 | $1.3M | 2.4k | 525.00 |
