Hudson Canyon Capital Management as of March 31, 2026
Portfolio Holdings for Hudson Canyon Capital Management
Hudson Canyon Capital Management holds 52 positions in its portfolio as reported in the March 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| NVIDIA Corporation (NVDA) | 7.8 | $13M | 73k | 174.40 | |
| Apple (AAPL) | 6.2 | $10M | 40k | 253.79 | |
| Alphabet Cap Stk Cl A (GOOGL) | 5.1 | $8.4M | 29k | 287.56 | |
| Microsoft Corporation (MSFT) | 4.5 | $7.3M | 20k | 370.17 | |
| Amazon (AMZN) | 3.0 | $5.0M | 24k | 208.27 | |
| Broadcom (AVGO) | 3.0 | $4.8M | 16k | 309.51 | |
| Applied Materials (AMAT) | 2.9 | $4.7M | 14k | 341.79 | |
| Netflix (NFLX) | 2.4 | $3.9M | 41k | 96.15 | |
| Meta Platforms Cl A (META) | 2.4 | $3.9M | 6.8k | 572.13 | |
| Marathon Petroleum Corp (MPC) | 2.4 | $3.9M | 16k | 244.18 | |
| Dell Technologies CL C (DELL) | 2.1 | $3.5M | 21k | 164.13 | |
| JPMorgan Chase & Co. (JPM) | 2.0 | $3.3M | 11k | 294.16 | |
| Eli Lilly & Co. (LLY) | 2.0 | $3.3M | 3.6k | 919.77 | |
| Ge Aerospace Com New (GE) | 2.0 | $3.2M | 11k | 283.77 | |
| TJX Companies (TJX) | 1.9 | $3.1M | 19k | 159.70 | |
| Morgan Stanley Com New (MS) | 1.8 | $3.0M | 18k | 164.57 | |
| Eaton Corp SHS (ETN) | 1.8 | $3.0M | 8.4k | 357.67 | |
| Raytheon Technologies Corp (RTX) | 1.8 | $3.0M | 15k | 192.90 | |
| Hca Holdings (HCA) | 1.8 | $2.9M | 6.1k | 473.24 | |
| Costco Wholesale Corporation (COST) | 1.8 | $2.9M | 2.9k | 996.43 | |
| Charles Schwab Corporation (SCHW) | 1.6 | $2.6M | 28k | 93.98 | |
| ConocoPhillips (COP) | 1.6 | $2.6M | 20k | 132.00 | |
| Tesla Motors (TSLA) | 1.6 | $2.6M | 6.9k | 371.75 | |
| Capital One Financial (COF) | 1.5 | $2.5M | 14k | 182.43 | |
| Amgen (AMGN) | 1.5 | $2.5M | 7.1k | 351.85 | |
| Simon Property (SPG) | 1.5 | $2.5M | 13k | 186.53 | |
| Bank of America Corporation (BAC) | 1.5 | $2.5M | 51k | 48.75 | |
| Constellation Energy (CEG) | 1.5 | $2.4M | 8.7k | 279.25 | |
| Deere & Company (DE) | 1.5 | $2.4M | 4.2k | 563.30 | |
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 1.4 | $2.3M | 4.8k | 479.20 | |
| Dollar General (DG) | 1.4 | $2.3M | 19k | 118.73 | |
| Visa Com Cl A (V) | 1.4 | $2.2M | 7.4k | 302.24 | |
| Newmont Mining Corporation (NEM) | 1.3 | $2.2M | 20k | 108.25 | |
| Coca-Cola Company (KO) | 1.3 | $2.2M | 29k | 76.05 | |
| Regeneron Pharmaceuticals (REGN) | 1.3 | $2.1M | 2.8k | 772.64 | |
| Blackrock (BLK) | 1.3 | $2.1M | 2.2k | 961.71 | |
| D.R. Horton (DHI) | 1.3 | $2.1M | 15k | 137.22 | |
| Waste Management (WM) | 1.3 | $2.0M | 8.9k | 229.79 | |
| Vistra Energy (VST) | 1.3 | $2.0M | 14k | 150.33 | |
| Abbvie (ABBV) | 1.2 | $2.0M | 9.4k | 217.49 | |
| Amphenol Corp Cl A (APH) | 1.2 | $2.0M | 16k | 126.35 | |
| Lowe's Companies (LOW) | 1.2 | $2.0M | 8.4k | 236.28 | |
| Advanced Micro Devices (AMD) | 1.2 | $1.9M | 9.6k | 203.43 | |
| Fox Corp Cl A Com (FOXA) | 1.2 | $1.9M | 33k | 58.40 | |
| AutoZone (AZO) | 1.1 | $1.9M | 552.00 | 3377.78 | |
| Zoetis Cl A (ZTS) | 1.1 | $1.8M | 15k | 118.21 | |
| Cigna Corp (CI) | 1.1 | $1.8M | 6.8k | 266.75 | |
| Uber Technologies (UBER) | 1.1 | $1.7M | 24k | 71.93 | |
| salesforce (CRM) | 1.0 | $1.7M | 9.2k | 186.67 | |
| Nike CL B (NKE) | 1.0 | $1.7M | 32k | 52.82 | |
| Western Digital (WDC) | 0.9 | $1.4M | 5.4k | 270.49 | |
| Micron Technology (MU) | 0.8 | $1.4M | 4.0k | 337.84 |
