Hudson Portfolio Management as of Sept. 30, 2024
Portfolio Holdings for Hudson Portfolio Management
Hudson Portfolio Management holds 110 positions in its portfolio as reported in the September 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Alphabet Cap Stk Cl C (GOOG) | 4.7 | $4.8M | 29k | 167.19 | |
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 3.1 | $3.2M | 18k | 173.67 | |
| Infosys Sponsored Adr (INFY) | 3.1 | $3.2M | 142k | 22.27 | |
| McKesson Corporation (MCK) | 3.0 | $3.1M | 6.2k | 494.42 | |
| Ishares Tr Fltg Rate Nt Etf (FLOT) | 3.0 | $3.0M | 59k | 51.04 | |
| Allstate Corporation (ALL) | 2.6 | $2.7M | 14k | 189.65 | |
| Oracle Corporation (ORCL) | 2.3 | $2.3M | 14k | 170.40 | |
| Apple (AAPL) | 2.2 | $2.3M | 9.7k | 233.00 | |
| Spdr Ser Tr Bbg Conv Sec Etf (CWB) | 2.1 | $2.1M | 28k | 76.59 | |
| Ishares Tr 0-5 Yr Tips Etf (STIP) | 2.1 | $2.1M | 21k | 101.32 | |
| CNA Financial Corporation (CNA) | 2.0 | $2.0M | 42k | 48.94 | |
| Ishares Msci Eurzone Etf (EZU) | 1.9 | $2.0M | 38k | 52.23 | |
| Verizon Communications (VZ) | 1.8 | $1.8M | 41k | 44.91 | |
| Spdr Ser Tr Bloomberg Invt (FLRN) | 1.8 | $1.8M | 59k | 30.85 | |
| Ishares Msci Jpn Etf New (EWJ) | 1.8 | $1.8M | 25k | 71.54 | |
| CVS Caremark Corporation (CVS) | 1.8 | $1.8M | 29k | 62.88 | |
| Bank of New York Mellon Corporation (BK) | 1.7 | $1.7M | 24k | 71.86 | |
| Honda Motor Adr Ech Cnv In 3 (HMC) | 1.6 | $1.7M | 53k | 31.73 | |
| Pimco Etf Tr 1-5 Us Tip Idx (STPZ) | 1.6 | $1.6M | 31k | 52.82 | |
| Totalenergies Se Sponsored Ads (TTE) | 1.6 | $1.6M | 25k | 64.62 | |
| Old Republic International Corporation (ORI) | 1.5 | $1.6M | 44k | 35.42 | |
| Toronto Dominion Bk Ont Com New (TD) | 1.5 | $1.5M | 24k | 63.26 | |
| Comcast Corp Cl A (CMCSA) | 1.5 | $1.5M | 37k | 41.77 | |
| Alkermes SHS (ALKS) | 1.5 | $1.5M | 55k | 27.99 | |
| Restaurant Brands Intl Inc Com equity / large cap (QSR) | 1.5 | $1.5M | 21k | 72.12 | |
| Ishares Tr Eafe Sml Cp Etf (SCZ) | 1.4 | $1.4M | 21k | 67.70 | |
| Amgen (AMGN) | 1.3 | $1.3M | 4.1k | 322.21 | |
| Intel Corporation (INTC) | 1.3 | $1.3M | 55k | 23.46 | |
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 1.2 | $1.2M | 2.2k | 573.76 | |
| Kinder Morgan (KMI) | 1.2 | $1.2M | 55k | 22.09 | |
| Cardinal Health (CAH) | 1.2 | $1.2M | 11k | 110.52 | |
| Vistra Energy (VST) | 1.1 | $1.2M | 9.8k | 118.54 | |
| Ishares Tr U.s. Tech Etf (IYW) | 1.1 | $1.1M | 7.6k | 151.62 | |
| Johnson & Johnson (JNJ) | 1.1 | $1.1M | 6.8k | 162.06 | |
| Nexstar Media Group Common Stock (NXST) | 0.9 | $939k | 5.7k | 165.35 | |
| United Therapeutics Corporation (UTHR) | 0.9 | $908k | 2.5k | 358.35 | |
| Omni (OMC) | 0.9 | $900k | 8.7k | 103.39 | |
| GSK Sponsored Adr (GSK) | 0.9 | $878k | 22k | 40.88 | |
| Raytheon Technologies Corp (RTX) | 0.9 | $874k | 7.2k | 121.16 | |
| Toyota Motor Corp Ads (TM) | 0.8 | $863k | 4.8k | 178.57 | |
| Paypal Holdings (PYPL) | 0.8 | $849k | 11k | 78.03 | |
| Shell Spon Ads (SHEL) | 0.8 | $808k | 12k | 65.95 | |
| Olin Corp Com Par $1 (OLN) | 0.8 | $798k | 17k | 47.98 | |
| Ally Financial (ALLY) | 0.8 | $777k | 22k | 35.59 | |
| C H Robinson Worldwide Com New (CHRW) | 0.7 | $761k | 6.9k | 110.37 | |
| Perrigo SHS (PRGO) | 0.7 | $757k | 29k | 26.23 | |
| MercadoLibre (MELI) | 0.7 | $753k | 367.00 | 2051.96 | |
| Ishares Tr Msci Eafe Etf (EFA) | 0.7 | $742k | 8.9k | 83.63 | |
| Sanofi Sponsored Adr (SNY) | 0.7 | $712k | 12k | 57.63 | |
| At&t (T) | 0.7 | $693k | 32k | 22.00 | |
| Ishares Tr 3 7 Yr Treas Bd (IEI) | 0.7 | $691k | 5.8k | 119.61 | |
| Photronics (PLAB) | 0.6 | $661k | 27k | 24.76 | |
| Pimco Etf Tr Enhan Shrt Ma Ac (MINT) | 0.6 | $649k | 6.4k | 100.69 | |
| Universal Hlth Svcs CL B (UHS) | 0.6 | $648k | 2.8k | 229.01 | |
| Lci Industries (LCII) | 0.6 | $638k | 5.3k | 120.54 | |
| Ishares Tr Ishs 5-10yr Invt (IGIB) | 0.6 | $625k | 12k | 53.72 | |
| Winnebago Industries (WGO) | 0.6 | $621k | 11k | 58.11 | |
| Ishares Tr Ishs 1-5yr Invs (IGSB) | 0.6 | $609k | 12k | 52.66 | |
| Mexico Fund (MXF) | 0.6 | $608k | 40k | 15.09 | |
| Wp Carey (WPC) | 0.6 | $606k | 9.7k | 62.30 | |
| Popular Com New (BPOP) | 0.6 | $583k | 5.8k | 100.27 | |
| Ishares Tr Russell 2000 Etf (IWM) | 0.6 | $578k | 2.6k | 220.89 | |
| Tc Energy Corp (TRP) | 0.6 | $578k | 12k | 47.55 | |
| Cigna Corp (CI) | 0.5 | $552k | 1.6k | 346.44 | |
| Medtronic SHS (MDT) | 0.5 | $544k | 6.0k | 90.03 | |
| Amazon (AMZN) | 0.5 | $518k | 2.8k | 186.33 | |
| Spdr Ser Tr S&P 600 SMCP GRW (SLYG) | 0.5 | $490k | 5.3k | 93.11 | |
| International Paper Company (IP) | 0.5 | $481k | 9.8k | 48.85 | |
| Qorvo (QRVO) | 0.5 | $480k | 4.6k | 103.30 | |
| Jazz Pharmaceuticals Shs Usd (JAZZ) | 0.5 | $474k | 4.3k | 111.41 | |
| Abbvie (ABBV) | 0.5 | $461k | 2.3k | 197.48 | |
| WPP Adr (WPP) | 0.4 | $455k | 8.9k | 51.16 | |
| Starbucks Corporation (SBUX) | 0.4 | $451k | 4.6k | 97.49 | |
| Ishares Tr Iboxx Inv Cp Etf (LQD) | 0.4 | $448k | 4.0k | 112.98 | |
| Japan Smaller Capitalizaion Fund (JOF) | 0.4 | $448k | 54k | 8.27 | |
| First American Financial (FAF) | 0.4 | $438k | 6.6k | 66.01 | |
| Cognizant Technology Solutio Cl A (CTSH) | 0.4 | $435k | 5.6k | 77.18 | |
| Taiwan Fund (TWN) | 0.4 | $424k | 9.7k | 43.93 | |
| Beacon Roofing Supply (BECN) | 0.4 | $422k | 4.9k | 86.43 | |
| Alibaba Group Hldg Sponsored Ads (BABA) | 0.4 | $401k | 3.8k | 106.12 | |
| CBOE Holdings (CBOE) | 0.4 | $367k | 1.8k | 204.87 | |
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.4 | $361k | 740.00 | 488.07 | |
| Adtalem Global Ed (ATGE) | 0.4 | $361k | 4.8k | 75.48 | |
| Fidelity National Financial Fnf Group Com (FNF) | 0.3 | $356k | 5.7k | 62.06 | |
| Dxc Technology (DXC) | 0.3 | $338k | 16k | 20.75 | |
| Alliancebernstein Hldg Unit Ltd Partn (AB) | 0.3 | $330k | 9.5k | 34.89 | |
| New Germany Fund (GF) | 0.3 | $320k | 36k | 8.93 | |
| Rio Tinto Sponsored Adr (RIO) | 0.3 | $313k | 4.4k | 71.17 | |
| Vodafone Group Sponsored Adr (VOD) | 0.3 | $304k | 30k | 10.02 | |
| Deluxe Corporation (DLX) | 0.3 | $285k | 15k | 19.49 | |
| Ishares Msci Italy Etf (EWI) | 0.3 | $281k | 7.2k | 38.96 | |
| FedEx Corporation (FDX) | 0.3 | $276k | 1.0k | 273.68 | |
| Lowe's Companies (LOW) | 0.3 | $264k | 975.00 | 270.85 | |
| Alphabet Cap Stk Cl A (GOOGL) | 0.3 | $259k | 1.6k | 165.85 | |
| Microsoft Corporation (MSFT) | 0.3 | $257k | 598.00 | 430.30 | |
| Ishares Tr Latn Amer 40 Etf (ILF) | 0.2 | $226k | 8.7k | 25.91 | |
| Travelers Companies (TRV) | 0.2 | $226k | 965.00 | 234.12 | |
| M&T Bank Corporation (MTB) | 0.2 | $223k | 1.3k | 178.12 | |
| India Fund (IFN) | 0.2 | $215k | 11k | 19.02 | |
| Ishares Tr Msci Emg Mkt Etf (EEM) | 0.2 | $208k | 4.5k | 45.86 | |
| Ishares Tr Eafe Grwth Etf (EFG) | 0.2 | $206k | 1.9k | 107.65 | |
| Spdr Ser Tr S&P 400 MDCP GRW (MDYG) | 0.2 | $205k | 2.3k | 87.77 | |
| Tapestry (TPR) | 0.2 | $203k | 4.3k | 46.98 | |
| Sally Beauty Holdings (SBH) | 0.2 | $195k | 14k | 13.57 | |
| Petroleo Brasileiro Sa Petro Sponsored Adr (PBR) | 0.2 | $187k | 13k | 14.41 | |
| Telefonica Brasil Sa New Adr (VIV) | 0.2 | $174k | 17k | 10.27 | |
| Clarivate Ord Shs (CLVT) | 0.2 | $156k | 22k | 7.10 | |
| Ford Motor Company (F) | 0.1 | $150k | 14k | 10.56 | |
| Melco Resorts And Entmnt Adr (MLCO) | 0.1 | $89k | 11k | 7.79 | |
| Nokia Corp Sponsored Adr (NOK) | 0.1 | $73k | 17k | 4.37 |