Hudock, Inc.
Long book
$679.7M
Q1 2026
Positions
200
Top-10 weight
53%
concentration
Last quarter
+12.7%
SPY +14.8%
Turnover
12%
of book per quarter
Strategy in plain words
auto-generated from filingsHudock, Inc. is a wealth-management firm allocating client money, running a $679.7M US long book across 200 positions.
The portfolio is concentrated: the top 10 names carry 53% of the portfolio. Turnover is modest: positions are typically held for years. Current anchor positions: ISHARES CORE S&P 500 ETF, VANGUARD INT-TERM CORPORATE, ISHARES CORE S&P MIDCAP ETF, DIMENSIONAL INTERNATIONAL VA, ISHARES CORE S&P SMALL-CAP E.
Over the last 9 quarters its long book ran on average 0.5pp per quarter behind the S&P 500, beating the index in 4 of 9 quarters. Its holdings are mechanical (indexing / client flows), so position changes carry no stock-picking signal.
Implied long-book return vs S&P 500
methodology: positions priced quarterly, no shorts/options Fund long book S&P 500
Q1 2024
+1.3%
Q2 2024
+6.8%
Q3 2024
-0.5%
Q4 2024
-1.4%
Q1 2025
+6.9%
Q2 2025
+7.1%
Q3 2025
+3.1%
Q4 2025
-0.4%
Q1 2026
+12.7%
Sector allocation
Financials 27%
Technology 25%
Industrials 10%
Healthcare 10%
Energy 6%
Utilities 5%
Consumer discretionary 4%
Consumer staples 3%
Long book by quarter
What does Hudock, Inc. own?
Q1 2026 13F| Company | Sector | Shares | Value | % of book | Change |
|---|---|---|---|---|---|
| BRK/B BERKSHIRE HATHAWAY INC-CL B | Financials | 28.5K | $13.6M | 2.0% | +9.8% |
| AAPL APPLE INC | Technology | 35.0K | $8.9M | 1.3% | -0.5% |
| JPM JPMORGAN CHASE & CO | Financials | 22.0K | $6.5M | 1.0% | +0.8% |
| CAT CATERPILLAR INC | Industrials | 8.3K | $5.9M | 0.9% | +0.3% |
| NVDA NVIDIA CORP | Technology | 26.8K | $4.7M | 0.7% | +1.9% |
| MSFT MICROSOFT CORP | Technology | 12.5K | $4.6M | 0.7% | +2.1% |
| XOM EXXON MOBIL CORP | Energy | 24.6K | $4.2M | 0.6% | +5.4% |
| MRK MERCK & CO. INC. | Healthcare | 31.2K | $3.7M | 0.6% | +4.6% |
| CVX CHEVRON CORP | Energy | 18.1K | $3.7M | 0.6% | -0.6% |
| JNJ JOHNSON & JOHNSON | Healthcare | 13.1K | $3.2M | 0.5% | -0.9% |
| PG PROCTER & GAMBLE CO/THE | Other | 19.4K | $2.8M | 0.4% | +12.9% |
| LLY ELI LILLY & CO | Healthcare | 3.0K | $2.7M | 0.4% | -0.4% |
| BX BLACKSTONE INC | Financials | 22.3K | $2.6M | 0.4% | +0.2% |
| CZFS CITIZENS FINANCIAL SERVICES | Financials | 40.8K | $2.5M | 0.4% | +2.2% |
| MTB M & T BANK CORP | Financials | 11.8K | $2.4M | 0.4% | +1.7% |
| AMZN AMAZON.COM INC | Consumer discretionary | 10.7K | $2.2M | 0.3% | +6.4% |
| NWBI NORTHWEST BANCSHARES INC | Financials | 172.0K | $2.2M | 0.3% | -7.4% |
| KO COCA-COLA CO/THE | Consumer staples | 28.1K | $2.1M | 0.3% | +5.3% |
| VZ VERIZON COMMUNICATIONS INC | Communications | 40.1K | $2.0M | 0.3% | +5.7% |
| IBM INTL BUSINESS MACHINES CORP | Technology | 8.3K | $2.0M | 0.3% | -28.2% |
| AMGN AMGEN INC | Healthcare | 5.7K | $2.0M | 0.3% | -3.5% |
| GOOG ALPHABET INC-CL C | Technology | 6.8K | $1.9M | 0.3% | -4.2% |
| GOOGL ALPHABET INC-CL A | Technology | 5.5K | $1.6M | 0.2% | +3.1% |
| HD HOME DEPOT INC | Consumer discretionary | 4.7K | $1.6M | 0.2% | +105.6% |
| HL HECLA MINING CO | Materials | 82.1K | $1.5M | 0.2% | 0.0% |
| WMT WALMART INC | Consumer discretionary | 12.3K | $1.5M | 0.2% | -0.4% |
| GLW CORNING INC | Industrials | 10.2K | $1.4M | 0.2% | 0.0% |
| VRT VERTIV HOLDINGS CO-A | Technology | 5.1K | $1.3M | 0.2% | -8.7% |
| CSCO CISCO SYSTEMS INC | Technology | 16.3K | $1.3M | 0.2% | -37.8% |
| GS GOLDMAN SACHS GROUP INC | Financials | 1.4K | $1.2M | 0.2% | -0.6% |
| PEP PEPSICO INC | Consumer staples | 7.4K | $1.2M | 0.2% | +4.9% |
| LMT LOCKHEED MARTIN CORP | Industrials | 1.8K | $1.1M | 0.2% | +0.9% |
| SOFI SOFI TECHNOLOGIES INC | Financials | 68.9K | $1.1M | 0.2% | +17.5% |
| RTX RTX CORP | Industrials | 5.3K | $1.0M | 0.2% | +2.3% |
| META META PLATFORMS INC-CLASS A | Technology | 1.8K | $1.0M | 0.1% | +8.1% |
| NEE NEXTERA ENERGY INC | Utilities | 10.9K | $1.0M | 0.1% | +6.5% |
| AMAT APPLIED MATERIALS INC | Technology | 2.8K | $971K | 0.1% | -0.9% |
| CZNC CITIZENS & NORTHERN CORP | Financials | 43.2K | $964K | 0.1% | -1.3% |
| PFE PFIZER INC | Healthcare | 33.5K | $940K | 0.1% | -4.7% |
| AVGO BROADCOM INC | Technology | 3.0K | $939K | 0.1% | +8.2% |
| ORCL ORACLE CORP | Technology | 6.3K | $922K | 0.1% | +36.4% |
| PPL PPL CORP | Utilities | 22.8K | $872K | 0.1% | +1.8% |
| ETR ENTERGY CORP | Utilities | 7.7K | $860K | 0.1% | +0.1% |
| T AT&T INC | Communications | 28.2K | $819K | 0.1% | -0.8% |
| GE GENERAL ELECTRIC | Industrials | 2.9K | $818K | 0.1% | 0.0% |
| MCD MCDONALD'S CORP | Consumer discretionary | 2.5K | $774K | 0.1% | -48.4% |
| UNH UNITEDHEALTH GROUP INC | Financials | 2.8K | $762K | 0.1% | New |
| NKE NIKE INC -CL B | Other | 14.2K | $752K | 0.1% | New |
| MS MORGAN STANLEY | Financials | 4.5K | $740K | 0.1% | +2.6% |
| WFC WELLS FARGO & CO | Financials | 8.6K | $687K | 0.1% | 0.0% |
13F filing history
| Period | Form | Filed | Entries | Reported value | Flags | Source |
|---|---|---|---|---|---|---|
| Q1 2026 | 13F-HR | May 13, 2026 | 200 | $679.7M | canonical | SEC ↗ |
| Q4 2025 | 13F-HR | Feb 12, 2026 | 194 | $678.7M | canonical | SEC ↗ |
| Q3 2025 | 13F-HR | Oct 24, 2025 | 199 | $658.4M | canonical | SEC ↗ |
| Q2 2025 | 13F-HR | Aug 8, 2025 | 183 | $622.0M | canonical | SEC ↗ |
| Q1 2025 | 13F-HR | May 2, 2025 | 177 | $571.8M | canonical | SEC ↗ |
| Q4 2024 | 13F-HR | Jan 29, 2025 | 175 | $572.6M | canonical | SEC ↗ |
| Q3 2024 | 13F-HR | Oct 23, 2024 | 167 | $578.9M | canonical | SEC ↗ |
| Q2 2024 | 13F-HR | Aug 2, 2024 | 166 | $536.3M | canonical | SEC ↗ |
| Q1 2024 | 13F-HR | May 2, 2024 | 139 | $454.0M | canonical | SEC ↗ |