Fund HoldingsHudson Portfolio Management LLC

Total Portfolio Value
$104.15M
Total Bought
$5.28M
Total Sold
$10.02M
Net Transaction
-$4.74M
Filing Period:
Securities
SharesValue ($K)
Q4 2024
Q1 2025
Change
Q4 2024
Q1 2025
Weight (%)
Change
ISHARES TR15,97830,631+14,6538261,6041.54%+778
PIMCO ETF TR
ENHAN SHRT MA AC
16,18923,847+7,6581,6242,3992.30%+775
CVS HEALTH CORP(CVS)027,053+27,05301,8331.76%+1,833
ILLINOIS TOOL WKS INC(ITW)02,184+2,18405420.52%+542
MCKESSON CORP(MCK)6,1625,962-2003,5124,0123.85%+501
MICROSOFT CORP(MSFT)5581,800+1,2422356760.65%+441
EURONET WORLDWIDE INC(EEFT)04,110+4,11004390.42%+439
ISHARES TR
0-5 YR TIPS ETF
23,39025,805+2,4152,3532,6702.56%+317
ISHARES TR
FLTG RATE NT ETF
58,70163,512+4,8112,9873,2423.11%+256
ISHARES TR10,05512,043+1,9887609840.95%+224
TOTALENERGIES SE(TTE)023,888+23,88801,5451.48%+1,545
J P MORGAN EXCHANGE TRADED F
BETA CDA ETF NEW
10,60013,358+2,7587489560.92%+208
MEDTRONIC PLC(MDT)6,0407,670+1,6304826890.66%+207
ISHARES INC036,857+36,85701,9631.88%+1,963
OLD REP INTL CORP(ORI)43,12544,855+1,7301,5611,7591.69%+199
VERIZON COMMUNICATIONS INC(VZ)040,168+40,16801,8221.75%+1,822
AMGEN INC(AMGN)03,918+3,91801,2211.17%+1,221
ALIBABA GROUP HLDG LTD(BABA)3,5753,57503034730.45%+170
NEXSTAR MEDIA GROUP INC(NXST)5,5025,697+1958691,0210.98%+152
SELECT SECTOR SPDR TR
ST STR FINL ETF
5,1298,014+2,8852483990.38%+151
TORONTO DOMINION BK ONT(TD)023,418+23,41801,4041.35%+1,404
AT&T INC(T)31,02929,842-1,1877078440.81%+137
TRAVELERS COMPANIES INC(TRV)1,2101,617+4072914280.41%+136
ALLSTATE CORP(ALL)13,90213,597-3052,6802,8162.70%+135
JOHNSON & JOHNSON(JNJ)6,7136,613-1009711,0971.05%+126
PERRIGO CO PLC(PRGO)40,26440,824+5601,0351,1451.10%+110
SHELL PLC(SHEL)12,05011,772-2787558630.83%+108
BANK NEW YORK MELLON CORP23,46522,775-6901,8031,9101.83%+107
RTX CORPORATION(RTX)7,1547,019-1358289300.89%+102
ISHARES TR10,26012,080+1,8204295280.51%+99
PETROLEO BRASILEIRO SA PETRO(PBR)13,35018,850+5,5001722700.26%+99
GSK PLC(GSK)21,12420,964-1607148120.78%+98
MERCADOLIBRE INC(MELI)36736706247160.69%+92
CNA FINL CORP(CNA)41,00540,705-3001,9832,0671.99%+84
THE CIGNA GROUP(CI)1,5321,53204235040.48%+81
WP CAREY INC(WPC)8,1678,16704455150.49%+70
SANOFI(SNY)12,02511,725-3005806500.62%+70
FORD MTR CO(F)14,20019,950+5,7501412000.19%+60
NEW GERMANY FD INC34,45633,146-1,3102693250.31%+56
KINDER MORGAN INC DEL(KMI)54,35653,956-4001,4891,5391.48%+50
ISHARES INC
MSCI JAPAN ETF
29,51429,574+601,9802,0281.95%+47
ISHARES INC
MSCI ITALY ETF
7,3007,30002633090.30%+46
FIDELITY NATIONAL FINANCIAL(FNF)5,4335,373-603053500.34%+45
ISHARES TR20,39520,020-3751,2391,2721.22%+33
PIMCO ETF TR
1-5 US TIP IDX
30,44330,043-4001,5921,6231.56%+31
JAPAN SMALLER CAPITALIZATION54,13152,981-1,1504154450.43%+29
VODAFONE GROUP PLC NEW(VOD)30,35729,957-4002582810.27%+23
RESTAURANT BRANDS INTL INC(QSR)019,142+19,14201,2761.22%+1,276
MEXICO FD INC39,27237,839-1,4335185380.52%+20
FIRST AMERN FINL CORP(FAF)6,5376,477-604084250.41%+17
SPDR S&P 500 ETF TR(SPY)2,3802,521+1411,3951,4101.35%+15
UNIVERSAL HLTH SVCS INC(UHS)2,8312,780-515085220.50%+14
ALLIANCEBERNSTEIN HLDG L P(AB)9,4509,45003513620.35%+12
ISHARES TR3,9664,002+364244350.42%+11
LOCKHEED MARTIN CORP(LMT)526596+702562660.26%+11
TELEFONICA BRASIL SA(VIV)16,94616,405-54168760.07%+8
QORVO INC(QRVO)4,4644,424-403123200.31%+8
ISHARES TR22,59022,290-3001,1641,1711.12%+7
COMCAST CORP NEW(CCZ)39,51040,335+8251,4831,4881.43%+6
RIO TINTO PLC(RIO)4,3004,30002532580.25%+5
JAZZ PHARMACEUTICALS PLC(JAZZ)4,1554,15505125160.50%+4
ISHARES TR2,0702,020-502002020.19%+2
TOYOTA MOTOR CORP(TM)4,7405,225+4859229220.89%-0
INTERNATIONAL PAPER CO(IP)04,250+4,25002270.22%+227
COGNIZANT TECHNOLOGY SOLUTIO(CTSH)5,6405,605-354344290.41%-5
INDIA FD INC11,22310,823-4001771710.16%-6
ALLY FINL INC(ALLY)21,68921,239-4507817750.74%-6
TC ENERGY CORP(TRP)11,94111,616-3255565480.53%-7
MELCO RESORTS AND ENTMNT LTD(MLCO)11,36511,115-25066590.06%-7
NOKIA CORP(NOK)16,75512,155-4,60074640.06%-10
SIRIUSXM HOLDINGS INC(SIRI)13,00212,692-3102962860.27%-10
M & T BK CORP(MTB)1,2051,20502272150.21%-11
SPDR SER TR
ST STR RATE ETF
65,23564,585-6502,0051,9911.91%-14
C H ROBINSON WORLDWIDE INC(CHRW)6,7156,625-906946780.65%-15
LOWES COS INC(LOW)915890-252262080.20%-18
SALLY BEAUTY HLDGS INC14,40014,40001501300.12%-20
POPULAR INC(BPOP)5,8155,695-1205475260.51%-21
INTEL CORP(INTC)034,862+34,86207920.76%+792
CLARIVATE PLC(CLVT)21,54021,5400109850.08%-25
SPDR SER TR
ST STR SP400GRW
2,6862,596-902332060.20%-27
OMNICOM GROUP INC(OMC)8,7008,70007497210.69%-27
FEDEX CORP(FDX)1,0101,01002842460.24%-38
ISHARES TR5,7505,350-4006335910.57%-42
INVESCO QQQ TR740715-253783350.32%-43
CBOE GLOBAL MKTS INC(CBOE)1,4101,010-4002762290.22%-47
SPDR SER TR
ST STR SP600GRWO
5,4405,295-1454924390.42%-52
ABBVIE INC(ABBV)2,1351,560-5753793270.31%-53
DXC TECHNOLOGY CO(DXC)16,00515,555-4503202650.25%-55
ALPHABET INC(GOOG)1,5601,540-202952380.23%-57
SPDR SER TR
ST STR CONV ETF
27,35126,886-4652,1302,0601.98%-70
STARBUCKS CORP(SBUX)4,1163,060-1,0563763000.29%-75
PHOTRONICS INC(PLAB)26,31026,110-2006205420.52%-78
TAIWAN FD INC9,6598,820-8393732930.28%-80
ISHARES TR3,1483,028-1206966040.58%-92
AMAZON COM INC(AMZN)2,7792,709-706105150.49%-94
LCI INDS(LCII)5,2615,101-1605444460.43%-98
HONDA MOTOR LTD(HMC)049,840+49,84001,3521.30%+1,352
UNITED THERAPEUTICS CORP DEL(UTHR)2,2732,245-288026920.66%-110
ALKERMES PLC(ALKS)50,57540,215-10,3601,4551,3281.28%-127
WPP PLC NEW(WPP)8,8858,635-2504573280.31%-129
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