Hudson Capital Management LLC
Long book
$386.9M
Q1 2026
Positions
75
Top-10 weight
47%
concentration
Last quarter
+7.6%
SPY +14.8%
Turnover
22%
of book per quarter
Strategy in plain words
auto-generated from filingsHudson Capital Management LLC is a wealth-management firm allocating client money, running a $386.9M US long book across 75 positions.
The portfolio is moderately concentrated (top 10 ≈ 47% of the book). Turnover is modest: positions are typically held for years. Current anchor positions: PIMCO ACTIVE BOND EXCHANGE-T, ISHARES CORE U.S. AGGREGATE, INVESCO BULLETSHARES 2026 CB, ISHARES CORE MSCI EAFE ETF, ISHARES S&P MID-CAP 400 GROW.
Over the last 9 quarters its long book ran on average 0.8pp 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
+0.6%
Q2 2024
+7.6%
Q3 2024
+0.6%
Q4 2024
-0.1%
Q1 2025
+6.1%
Q2 2025
+6.1%
Q3 2025
+4.6%
Q4 2025
-0.2%
Q1 2026
+7.6%
Sector allocation
Technology 28%
Industrials 17%
Financials 13%
Healthcare 11%
Other 9%
Consumer discretionary 4%
Energy 4%
Communications 4%
Long book by quarter
What does Hudson Capital own?
Q1 2026 13F| Company | Sector | Shares | Value | % of book | Change |
|---|---|---|---|---|---|
| AAPL APPLE INC | Technology | 31.7K | $8.0M | 2.1% | +6.6% |
| WMT WALMART INC | Consumer discretionary | 63.5K | $7.9M | 2.0% | +2.6% |
| VLO VALERO ENERGY CORP | Energy | 31.1K | $7.7M | 2.0% | -11.1% |
| CAT CATERPILLAR INC | Industrials | 10.7K | $7.6M | 2.0% | -9.3% |
| GOOGL ALPHABET INC-CL A | Technology | 25.7K | $7.4M | 1.9% | -8.2% |
| GILD GILEAD SCIENCES INC | Healthcare | 52.8K | $7.4M | 1.9% | +1.5% |
| GM GENERAL MOTORS CO | Industrials | 94.9K | $7.1M | 1.8% | -3.5% |
| JPM JPMORGAN CHASE & CO | Financials | 23.8K | $7.0M | 1.8% | +4.3% |
| T AT&T INC | Communications | 240.1K | $7.0M | 1.8% | +7.5% |
| CSCO CISCO SYSTEMS INC | Technology | 88.6K | $6.9M | 1.8% | +5.6% |
| EBAY EBAY INC | Services media | 73.0K | $6.6M | 1.7% | +4.7% |
| BMY BRISTOL-MYERS SQUIBB CO | Healthcare | 109.1K | $6.6M | 1.7% | +6.0% |
| AVGO BROADCOM INC | Technology | 21.1K | $6.5M | 1.7% | +4.8% |
| NUE NUCOR CORP | Industrials | 37.9K | $6.4M | 1.7% | +4.4% |
| REGN REGENERON PHARMACEUTICALS | Healthcare | 8.3K | $6.4M | 1.6% | +5.7% |
| PCAR PACCAR INC | Industrials | 54.5K | $6.3M | 1.6% | +5.0% |
| BAC BANK OF AMERICA CORP | Financials | 128.9K | $6.3M | 1.6% | +5.0% |
| BAC 7.25 PERP L BANK OF AMERICA CORP | — | 4.9K | $5.8M | 1.5% | +4.0% |
| ZM ZOOM COMMUNICATIONS INC | Technology | 72.1K | $5.8M | 1.5% | +7.4% |
| WFC 7.5 PERP L WELLS FARGO & COMPANY | — | 5.0K | $5.7M | 1.5% | +3.4% |
| CBRE CBRE GROUP INC - A | Real estate | 42.3K | $5.7M | 1.5% | +5.4% |
| PHM PULTEGROUP INC | Industrials | 47.3K | $5.6M | 1.4% | +6.8% |
| VST VISTRA CORP | Utilities | 36.7K | $5.5M | 1.4% | +10.9% |
| PG PROCTER & GAMBLE CO/THE | Other | 35.9K | $5.2M | 1.3% | +13.8% |
| CI THE CIGNA GROUP | Financials | 19.1K | $5.1M | 1.3% | +13.5% |
| PRU PRUDENTIAL FINANCIAL INC | Financials | 50.8K | $5.0M | 1.3% | +13.6% |
| CRM SALESFORCE INC | Technology | 26.4K | $4.9M | 1.3% | +33.7% |
| CTSH COGNIZANT TECH SOLUTIONS-A | Technology | 79.2K | $4.9M | 1.3% | +18.1% |
| QCOM QUALCOMM INC | Technology | 37.4K | $4.8M | 1.2% | +17.2% |
| ADP AUTOMATIC DATA PROCESSING | Technology | 9.7K | $2.0M | 0.5% | -58.3% |
| NVDA NVIDIA CORP | Technology | 6.3K | $1.1M | 0.3% | +41.8% |
| XOM EXXON MOBIL CORP | Energy | 2.7K | $459K | 0.1% | New |
| GS GOLDMAN SACHS GROUP INC | Financials | 477 | $404K | 0.1% | Held |
| IBM INTL BUSINESS MACHINES CORP | Technology | 1.6K | $388K | 0.1% | New |
| AMZN AMAZON.COM INC | Consumer discretionary | 1.8K | $384K | 0.1% | +54.5% |
| MSFT MICROSOFT CORP | Technology | 1.0K | $373K | 0.1% | +26.3% |
| META META PLATFORMS INC-CLASS A | Technology | 614 | $351K | 0.1% | +32.3% |
| PEG PUBLIC SERVICE ENTERPRISE GP | Utilities | 4.1K | $334K | 0.1% | New |
| ISRG INTUITIVE SURGICAL INC | Healthcare | 670 | $309K | 0.1% | +63.8% |
| ARCC ARES CAPITAL CORP | — | 16.3K | $293K | 0.1% | Held |
| GOOG ALPHABET INC-CL C | Technology | 989 | $284K | 0.1% | New |
| COST COSTCO WHOLESALE CORP | Consumer discretionary | 271 | $270K | 0.1% | -21.9% |
| MRK MERCK & CO. INC. | Healthcare | 2.2K | $262K | 0.1% | Held |
| CLBK COLUMBIA FINANCIAL INC | Financials | 14.6K | $256K | 0.1% | Held |
| CMI CUMMINS INC | Industrials | 456 | $245K | 0.1% | New |
| JNJ JOHNSON & JOHNSON | Healthcare | 975 | $238K | 0.1% | New |
| EPD ENTERPRISE PRODUCTS PARTNERS | Utilities | 6.2K | $236K | 0.1% | New |
| LNG CHENIERE ENERGY INC | Utilities | 790 | $224K | 0.1% | New |
| MPC MARATHON PETROLEUM CORP | Energy | 871 | $213K | 0.1% | New |
| TT TRANE TECHNOLOGIES PLC | Technology | 500 | $208K | 0.1% | New |
13F filing history
| Period | Form | Filed | Entries | Reported value | Flags | Source |
|---|---|---|---|---|---|---|
| Q1 2026 | 13F-HR | Apr 13, 2026 | 75 | $386.9M | canonical | SEC ↗ |
| Q4 2025 | 13F-HR | Jan 21, 2026 | 69 | $398.5M | canonical | SEC ↗ |
| Q3 2025 | 13F-HR | Oct 21, 2025 | 466706 | $376.7M | canonical | SEC ↗ |
| Q2 2025 | 13F-HR | Jul 28, 2025 | 73 | $352.5M | canonical | SEC ↗ |
| Q1 2025 | 13F-HR | Apr 11, 2025 | 65 | $328.1M | canonical | SEC ↗ |
| Q4 2024 | 13F-HR | Jan 17, 2025 | 66 | $321.8M | canonical | SEC ↗ |
| Q3 2024 | 13F-HR | Oct 9, 2024 | 66 | $313.7M | canonical | SEC ↗ |
| Q2 2024 | 13F-HR | Jul 16, 2024 | 65 | $297.7M | canonical | SEC ↗ |
| Q1 2024 | 13F-HR | Apr 19, 2024 | 63 | $290.1M | canonical | SEC ↗ |