Hudson Canyon Capital Management as of June 30, 2026
Portfolio Holdings for Hudson Canyon Capital Management
Hudson Canyon Capital Management holds 50 positions in its portfolio as reported in the June 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| NVIDIA Corporation (NVDA) | 7.5 | $14M | 70k | 200.09 | |
| Apple (AAPL) | 6.0 | $11M | 39k | 289.36 | |
| Alphabet Cap Stk Cl A (GOOGL) | 5.4 | $10M | 28k | 357.37 | |
| Applied Materials (AMAT) | 5.1 | $9.5M | 13k | 723.00 | |
| Dell Technologies CL C (DELL) | 4.6 | $8.6M | 20k | 431.46 | |
| Microsoft Corporation (MSFT) | 3.8 | $7.1M | 19k | 373.02 | |
| Broadcom (AVGO) | 3.1 | $5.7M | 15k | 377.75 | |
| Amazon (AMZN) | 3.0 | $5.5M | 23k | 238.34 | |
| Advanced Micro Devices (AMD) | 2.9 | $5.4M | 9.2k | 580.91 | |
| Micron Technology (MU) | 2.8 | $5.3M | 4.6k | 1154.29 | |
| Ge Aerospace Com New (GE) | 2.2 | $4.1M | 11k | 373.73 | |
| Eli Lilly & Co. (LLY) | 2.1 | $4.0M | 3.3k | 1199.43 | |
| Marathon Petroleum Corp (MPC) | 2.0 | $3.8M | 15k | 255.67 | |
| Morgan Stanley Com New (MS) | 2.0 | $3.7M | 18k | 209.04 | |
| Meta Platforms Cl A (META) | 2.0 | $3.7M | 6.5k | 563.29 | |
| Western Digital (WDC) | 1.9 | $3.6M | 5.6k | 638.72 | |
| JPMorgan Chase & Co. (JPM) | 1.9 | $3.6M | 11k | 327.33 | |
| Eaton Corp SHS (ETN) | 1.8 | $3.5M | 8.1k | 426.12 | |
| Citigroup Com New (C) | 1.6 | $3.0M | 21k | 139.96 | |
| Netflix (NFLX) | 1.6 | $3.0M | 41k | 71.40 | |
| Amgen (AMGN) | 1.6 | $2.9M | 8.1k | 362.12 | |
| Simon Property (SPG) | 1.6 | $2.9M | 13k | 223.65 | |
| TJX Companies (TJX) | 1.5 | $2.8M | 19k | 151.50 | |
| Raytheon Technologies Corp (RTX) | 1.5 | $2.8M | 15k | 189.73 | |
| Tesla Motors (TSLA) | 1.5 | $2.8M | 6.7k | 420.60 | |
| Caterpillar (CAT) | 1.5 | $2.8M | 2.6k | 1064.90 | |
| Abbvie (ABBV) | 1.5 | $2.8M | 11k | 251.64 | |
| Capital One Financial (COF) | 1.4 | $2.7M | 13k | 200.62 | |
| Costco Wholesale Corporation (COST) | 1.4 | $2.6M | 2.8k | 935.47 | |
| Charles Schwab Corporation (SCHW) | 1.3 | $2.5M | 27k | 92.27 | |
| Fox Corp Cl A Com (FOXA) | 1.3 | $2.5M | 47k | 52.16 | |
| Visa Com Cl A (V) | 1.3 | $2.4M | 7.1k | 343.09 | |
| D.R. Horton (DHI) | 1.3 | $2.4M | 15k | 162.88 | |
| Cigna Corp (CI) | 1.3 | $2.4M | 8.5k | 275.68 | |
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 1.2 | $2.3M | 4.7k | 500.39 | |
| Hca Holdings (HCA) | 1.2 | $2.3M | 5.9k | 389.89 | |
| Coca-Cola Company (KO) | 1.2 | $2.3M | 28k | 81.27 | |
| Oracle Corporation (ORCL) | 1.2 | $2.2M | 15k | 146.55 | |
| Dollar General (DG) | 1.1 | $2.1M | 19k | 115.11 | |
| Vistra Energy (VST) | 1.1 | $2.1M | 13k | 158.63 | |
| Constellation Energy (CEG) | 1.1 | $2.1M | 8.4k | 248.37 | |
| Blackrock (BLK) | 1.1 | $2.0M | 2.1k | 961.56 | |
| ConocoPhillips (COP) | 1.1 | $2.0M | 19k | 103.96 | |
| Waste Management (WM) | 1.0 | $1.9M | 8.6k | 222.88 | |
| Newmont Mining Corporation (NEM) | 1.0 | $1.9M | 20k | 93.40 | |
| Lowe's Companies (LOW) | 1.0 | $1.8M | 8.2k | 220.49 | |
| Uber Technologies (UBER) | 0.9 | $1.7M | 24k | 72.16 | |
| AutoZone (AZO) | 0.9 | $1.7M | 536.00 | 3195.94 | |
| Zoetis Cl A (ZTS) | 0.9 | $1.7M | 23k | 71.86 | |
| Nike CL B (NKE) | 0.8 | $1.5M | 36k | 41.05 |
