Hudson Canyon Capital Management as of Sept. 30, 2025
Portfolio Holdings for Hudson Canyon Capital Management
Hudson Canyon Capital Management holds 51 positions in its portfolio as reported in the September 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| NVIDIA Corporation (NVDA) | 8.8 | $15M | 74k | 206.88 | |
| Apple (AAPL) | 6.2 | $11M | 40k | 269.05 | |
| Microsoft Corporation (MSFT) | 5.9 | $10M | 20k | 517.03 | |
| Alphabet Cap Stk Cl A (GOOGL) | 4.9 | $8.6M | 30k | 283.72 | |
| Broadcom (AVGO) | 3.7 | $6.4M | 18k | 362.55 | |
| Amazon (AMZN) | 3.5 | $6.1M | 24k | 254.00 | |
| Netflix (NFLX) | 2.6 | $4.5M | 4.1k | 1100.09 | |
| Meta Platforms Cl A (META) | 2.5 | $4.3M | 6.8k | 637.71 | |
| Ge Aerospace Com New (GE) | 2.1 | $3.7M | 12k | 308.62 | |
| Dell Technologies CL C (DELL) | 2.1 | $3.6M | 23k | 160.11 | |
| JPMorgan Chase & Co. (JPM) | 2.1 | $3.6M | 12k | 309.35 | |
| Applied Materials (AMAT) | 2.1 | $3.6M | 15k | 237.71 | |
| Eli Lilly & Co. (LLY) | 1.9 | $3.3M | 3.7k | 896.53 | |
| Tesla Motors (TSLA) | 1.9 | $3.3M | 7.0k | 468.37 | |
| Eaton Corp SHS (ETN) | 1.9 | $3.3M | 8.4k | 386.57 | |
| Marathon Petroleum Corp (MPC) | 1.8 | $3.2M | 16k | 195.79 | |
| Capital One Financial (COF) | 1.8 | $3.1M | 14k | 221.70 | |
| Morgan Stanley Com New (MS) | 1.7 | $3.0M | 18k | 163.65 | |
| Constellation Energy (CEG) | 1.7 | $3.0M | 7.9k | 377.71 | |
| Oracle Corporation (ORCL) | 1.7 | $3.0M | 12k | 257.85 | |
| Hca Holdings (HCA) | 1.6 | $2.8M | 6.1k | 461.56 | |
| Bank of America Corporation (BAC) | 1.6 | $2.8M | 52k | 53.56 | |
| Raytheon Technologies Corp (RTX) | 1.6 | $2.7M | 16k | 177.04 | |
| TJX Companies (TJX) | 1.5 | $2.7M | 19k | 140.41 | |
| Costco Wholesale Corporation (COST) | 1.5 | $2.7M | 2.9k | 928.04 | |
| Charles Schwab Corporation (SCHW) | 1.5 | $2.6M | 28k | 93.15 | |
| Palo Alto Networks (PANW) | 1.5 | $2.6M | 12k | 219.23 | |
| Visa Com Cl A (V) | 1.4 | $2.5M | 7.4k | 336.90 | |
| Vistra Energy (VST) | 1.4 | $2.4M | 12k | 193.04 | |
| Uber Technologies (UBER) | 1.4 | $2.4M | 24k | 99.72 | |
| Simon Property (SPG) | 1.3 | $2.3M | 13k | 176.67 | |
| Blackrock (BLK) | 1.3 | $2.3M | 2.2k | 1068.83 | |
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 1.3 | $2.3M | 4.9k | 475.68 | |
| Martin Marietta Materials (MLM) | 1.3 | $2.2M | 3.6k | 619.30 | |
| D.R. Horton (DHI) | 1.3 | $2.2M | 15k | 145.06 | |
| Amgen (AMGN) | 1.2 | $2.1M | 7.0k | 296.30 | |
| Amphenol Corp Cl A (APH) | 1.2 | $2.1M | 15k | 141.55 | |
| Fox Corp Cl A Com (FOXA) | 1.2 | $2.1M | 32k | 63.62 | |
| salesforce (CRM) | 1.2 | $2.1M | 7.9k | 261.34 | |
| Lowe's Companies (LOW) | 1.1 | $2.0M | 8.5k | 235.64 | |
| Abbvie (ABBV) | 1.1 | $2.0M | 9.4k | 211.96 | |
| AutoZone (AZO) | 1.1 | $2.0M | 555.00 | 3576.14 | |
| Deere & Company (DE) | 1.1 | $2.0M | 4.2k | 461.94 | |
| Nike CL B (NKE) | 1.1 | $1.9M | 31k | 62.65 | |
| Zoetis Cl A (ZTS) | 1.1 | $1.9M | 13k | 144.35 | |
| Coca-Cola Company (KO) | 1.1 | $1.9M | 28k | 67.97 | |
| Dollar General (DG) | 1.1 | $1.8M | 19k | 99.17 | |
| EOG Resources (EOG) | 1.0 | $1.8M | 17k | 105.64 | |
| Regeneron Pharmaceuticals (REGN) | 1.0 | $1.8M | 2.8k | 642.25 | |
| Waste Management (WM) | 1.0 | $1.7M | 8.7k | 196.77 | |
| Cigna Corp (CI) | 0.9 | $1.6M | 6.3k | 258.62 |
