Hudson Portfolio Management LLC
Long book
$118.7M
Q1 2026
Positions
111
Top-10 weight
32%
concentration
Last quarter
+8.1%
SPY +14.8%
Turnover
6%
of book per quarter
Strategy in plain words
auto-generated from filingsHudson Portfolio Management LLC is an institutional manager, running a $118.7M US long book across 111 positions.
The portfolio is moderately concentrated (top 10 ≈ 32% of the book). The book barely moves quarter to quarter — a patient, low-turnover holder. Current anchor positions: ALPHABET INC-CL C, TAIWAN SEMICONDUCTOR-SP ADR, MCKESSON CORP, ISHARES 0-5 YEAR TIPS BOND E, ISHARES MSCI JAPAN ETF.
Over the last 7 quarters its long book ran on average 0.2pp per quarter behind the S&P 500, beating the index in 4 of 7 quarters. Signal value of individual moves is limited — treat changes as weak evidence.
Implied long-book return vs S&P 500
methodology: positions priced quarterly, no shorts/options Fund long book S&P 500
Q3 2024
-1.6%
Q4 2024
+2.0%
Q1 2025
+5.8%
Q2 2025
+8.7%
Q3 2025
+4.9%
Q4 2025
+1.0%
Q1 2026
+8.1%
Sector allocation
Financials 24%
Technology 23%
Healthcare 16%
Consumer discretionary 13%
Industrials 8%
Communications 8%
Services media 4%
Utilities 4%
Long book by quarter
What does Hudson Portfolio own?
Q1 2026 13F| Company | Sector | Shares | Value | % of book | Change |
|---|---|---|---|---|---|
| GOOG ALPHABET INC-CL C | Technology | 23.6K | $6.8M | 5.7% | -2.8% |
| MCK MCKESSON CORP | Consumer discretionary | 5.4K | $4.7M | 3.9% | -0.9% |
| ALL ALLSTATE CORP | Financials | 12.7K | $2.6M | 2.2% | Held |
| BNY BANK OF NEW YORK MELLON CORP | Financials | 22.0K | $2.6M | 2.2% | Held |
| AAPL APPLE INC | Technology | 8.6K | $2.2M | 1.8% | Held |
| VZ VERIZON COMMUNICATIONS INC | Communications | 38.0K | $1.9M | 1.6% | -3.3% |
| CVS CVS HEALTH CORP | Healthcare | 26.0K | $1.9M | 1.6% | Held |
| CNA CNA FINANCIAL CORP | Financials | 40.1K | $1.8M | 1.6% | +0.4% |
| TD TORONTO-DOMINION BANK | Financials | 18.7K | $1.7M | 1.5% | -2.9% |
| ORI OLD REPUBLIC INTL CORP | Financials | 40.3K | $1.6M | 1.4% | Held |
| KMI KINDER MORGAN INC | Utilities | 44.2K | $1.5M | 1.2% | -16.6% |
| JNJ JOHNSON & JOHNSON | Healthcare | 6.0K | $1.5M | 1.2% | -5.0% |
| QSR RESTAURANT BRANDS INTERN | Consumer discretionary | 18.9K | $1.4M | 1.2% | -0.2% |
| AMGN AMGEN INC | Healthcare | 3.8K | $1.3M | 1.1% | Held |
| ALKS ALKERMES PLC | Healthcare | 32.2K | $1.1M | 1.0% | -3.8% |
| CMCSA COMCAST CORP-CLASS A | Communications | 39.6K | $1.1M | 1.0% | -0.6% |
| ORCL ORACLE CORP | Technology | 7.7K | $1.1M | 1.0% | Held |
| MSFT MICROSOFT CORP | Technology | 3.0K | $1.1M | 0.9% | +47.0% |
| RTX RTX CORP | Industrials | 5.8K | $1.1M | 0.9% | -4.3% |
| UTHR UNITED THERAPEUTICS CORP | Healthcare | 1.8K | $1.1M | 0.9% | -14.9% |
| PLAB PHOTRONICS INC | Technology | 25.9K | $1.0M | 0.9% | -0.8% |
| NXST NEXSTAR MEDIA GROUP INC | Communications | 5.0K | $910K | 0.8% | -2.5% |
| HON HONEYWELL INTERNATIONAL INC | Industrials | 4.0K | $898K | 0.8% | Held |
| T AT&T INC | Communications | 29.3K | $848K | 0.7% | Held |
| DLX DELUXE CORP | Other | 29.2K | $803K | 0.7% | +9.7% |
| MDT MEDTRONIC PLC | Healthcare | 8.9K | $767K | 0.6% | Held |
| ALLY ALLY FINANCIAL INC | Financials | 19.5K | $767K | 0.6% | Held |
| CAH CARDINAL HEALTH INC | Consumer discretionary | 3.6K | $766K | 0.6% | Held |
| BPOP POPULAR INC | Financials | 5.5K | $737K | 0.6% | Held |
| JAZZ JAZZ PHARMACEUTICALS PLC | Healthcare | 3.9K | $728K | 0.6% | -4.2% |
| OMC OMNICOM GROUP | Services media | 9.5K | $713K | 0.6% | Held |
| TRP TC ENERGY CORP | Utilities | 11.0K | $690K | 0.6% | Held |
| CTSH COGNIZANT TECH SOLUTIONS-A | Technology | 11.1K | $684K | 0.6% | +36.3% |
| MELI MERCADOLIBRE INC | Services media | 362 | $626K | 0.5% | Held |
| CI THE CIGNA GROUP | Financials | 2.3K | $617K | 0.5% | +19.1% |
| LCII LCI INDUSTRIES | Industrials | 4.9K | $607K | 0.5% | Held |
| CHRW C.H. ROBINSON WORLDWIDE INC | Industrials | 3.5K | $589K | 0.5% | -32.2% |
| ITW ILLINOIS TOOL WORKS | Industrials | 2.2K | $566K | 0.5% | Held |
| AMZN AMAZON.COM INC | Consumer discretionary | 2.7K | $560K | 0.5% | Held |
| UHS UNIVERSAL HEALTH SERVICES-B | Healthcare | 2.7K | $487K | 0.4% | Held |
| TRV TRAVELERS COS INC/THE | Financials | 1.6K | $472K | 0.4% | Held |
| SON SONOCO PRODUCTS CO | Other | 7.8K | $422K | 0.4% | New |
| OLN OLIN CORP | Materials | 13.9K | $414K | 0.3% | Held |
| FAF FIRST AMERICAN FINANCIAL | Financials | 6.3K | $383K | 0.3% | 0.0% |
| FDX FEDEX CORP | Industrials | 1.0K | $360K | 0.3% | Held |
| MRK MERCK & CO. INC. | Healthcare | 3.0K | $356K | 0.3% | Held |
| AB ALLIANCEBERNSTEIN HOLDING LP | Financials | 9.4K | $354K | 0.3% | Held |
| LMT LOCKHEED MARTIN CORP | Industrials | 584 | $353K | 0.3% | Held |
| ABBV ABBVIE INC | Healthcare | 1.6K | $339K | 0.3% | Held |
| QRVO QORVO INC | Technology | 4.3K | $336K | 0.3% | Held |
13F filing history
| Period | Form | Filed | Entries | Reported value | Flags | Source |
|---|---|---|---|---|---|---|
| Q1 2026 | 13F-HR | May 14, 2026 | 111 | $118.7M | canonical | SEC ↗ |
| Q4 2025 | 13F-HR | Feb 13, 2026 | 108 | $116.1M | canonical | SEC ↗ |
| Q3 2025 | 13F-HR | Nov 14, 2025 | 110 | $112.9M | canonical | SEC ↗ |
| Q2 2025 | 13F-HR | Aug 13, 2025 | 112 | $107.0M | canonical | SEC ↗ |
| Q1 2025 | 13F-HR | May 14, 2025 | 113 | $104.1M | canonical | SEC ↗ |
| Q4 2024 | 13F-HR | Feb 13, 2025 | 113 | $102.0M | canonical | SEC ↗ |
| Q3 2024 | 13F-HR | Nov 13, 2024 | 110 | $101.8M | canonical | SEC ↗ |
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