Fund HoldingsHudson Portfolio Management LLC

Total Portfolio Value
$101.99M
Total Bought
$6.10M
Total Sold
$9.89M
Net Transaction
-$3.80M
Filing Period:
Securities
SharesValue ($K)
Q3 2024
Q4 2024
Change
Q3 2024
Q4 2024
Weight (%)
Change
PIMCO ETF TR
ENHAN SHRT MA AC
6,44916,189+9,7406491,6241.59%+975
J P MORGAN EXCHANGE TRADED F
BETA CDA ETF NEW
010,600+10,60007480.73%+748
ALPHABET INC(GOOG)28,87328,806-674,8275,4865.38%+659
ISHARES TR05,750+5,75006330.62%+633
ISHARES TR11,63022,590+10,9606251,1641.14%+539
ISHARES TR5,7769,801+4,0256911,1331.11%+442
MCKESSON CORP(MCK)6,2126,162-503,0713,5123.44%+440
TAIWAN SEMICONDUCTOR MFG LTD(TSM)18,41718,278-1393,1983,6103.54%+411
SIRIUSXM HOLDINGS INC(SIRI)013,002+13,00202960.29%+296
PERRIGO CO PLC(PRGO)28,84040,264+11,4247561,0351.02%+279
KINDER MORGAN INC DEL(KMI)55,09654,356-7401,2171,4891.46%+272
ISHARES TR
0-5 YR TIPS ETF
20,70023,390+2,6902,0972,3532.31%+256
LOCKHEED MARTIN CORP(LMT)0526+52602560.25%+256
SELECT SECTOR SPDR TR
ST STR FINL ETF
05,129+5,12902480.24%+248
ISHARES TR4,54410,260+5,7162084290.42%+221
ISHARES TR11,56815,978+4,4106098260.81%+217
ISHARES INC
MSCI JAPAN ETF
25,16429,514+4,3501,8001,9801.94%+180
SPDR SER TR
ST STR RATE ETF
59,20065,235+6,0351,8262,0051.97%+178
DELUXE CORP(DLX)14,64019,540+4,9002854410.43%+156
SPDR S&P 500 ETF TR(SPY)2,1662,380+2141,2431,3951.37%+152
APPLE INC(AAPL)9,6669,543-1232,2522,3902.34%+138
ISHARES TR2,6173,148+5315786960.68%+118
BANK NEW YORK MELLON CORP23,66523,465-2001,7011,8031.77%+102
AMAZON COM INC(AMZN)2,7792,77905186100.60%+92
PAYPAL HLDGS INC(PYPL)10,88410,784-1008499200.90%+71
CARDINAL HEALTH INC(CAH)10,66310,563-1001,1781,2491.22%+71
TRAVELERS COMPANIES INC(TRV)9651,210+2452262910.29%+66
TOYOTA MOTOR CORP(TM)4,8304,740-908629220.90%+60
BEACON ROOFING SUPPLY INC4,8794,734-1454224810.47%+59
JAZZ PHARMACEUTICALS PLC(JAZZ)4,2534,155-984745120.50%+38
ALPHABET INC(GOOG)1,5601,56002592950.29%+37
SPDR SER TR
ST STR SP400GRW
02,686+2,68602330.23%+233
ALLIANCEBERNSTEIN HLDG L P(AB)9,4509,45003303510.34%+21
ISHARES TR8,87010,055+1,1857427600.75%+18
INVESCO QQQ TR74074003613780.37%+17
SPDR SER TR
ST STR CONV ETF
27,60127,351-2502,1142,1302.09%+16
AT&T INC(T)31,50731,029-4786937070.69%+13
FEDEX CORP(FDX)1,0101,01002762840.28%+8
ALLY FINL INC(ALLY)21,82921,689-1407777810.77%+4
M & T BK CORP(MTB)1,2541,205-492232270.22%+3
WPP PLC NEW(WPP)8,8858,88504554570.45%+2
SPDR SER TR
ST STR SP600GRWO
5,2585,440+1824904920.48%+2
NOKIA CORP(NOK)016,755+16,7550740.07%+74
OLD REP INTL CORP(ORI)44,10043,125-9751,5621,5611.53%-1
COGNIZANT TECHNOLOGY SOLUTIO(CTSH)5,6405,64004354340.43%-2
ISHARES TR02,070+2,07002000.20%+200
FORD MTR CO(F)014,200+14,20001410.14%+141
ADTALEM GLOBAL ED INC(CVSA)4,7853,840-9453613490.34%-12
PETROLEO BRASILEIRO SA PETRO(PBR)013,350+13,35001720.17%+172
ALLSTATE CORP(ALL)14,21213,902-3102,6952,6802.63%-15
ISHARES INC
MSCI ITALY ETF
7,2157,300+852812630.26%-19
DXC TECHNOLOGY CO(DXC)16,30516,005-3003383200.31%-19
TC ENERGY CORP(TRP)12,14611,941-2055785560.54%-22
MICROSOFT CORP(MSFT)598558-402572350.23%-22
MELCO RESORTS AND ENTMNT LTD(MLCO)011,365+11,3650660.06%+66
ISHARES TR3,9663,96604484240.42%-24
FIRST AMERN FINL CORP(FAF)6,6376,537-1004384080.40%-30
PIMCO ETF TR
1-5 US TIP IDX
30,75330,443-3101,6251,5921.56%-32
JAPAN SMALLER CAPITALIZATION54,13154,13104484150.41%-32
POPULAR INC(BPOP)5,8155,81505835470.54%-36
ISHARES TR7,5606,955-6051,1461,1091.09%-37
LOWES COS INC(LOW)975915-602642260.22%-38
INDIA FD INC11,32311,223-1002151770.17%-39
PHOTRONICS INC(PLAB)26,71026,310-4006616200.61%-41
ISHARES TR
FLTG RATE NT ETF
59,38658,701-6853,0312,9872.93%-44
SALLY BEAUTY HLDGS INC014,400+14,40001500.15%+150
RTX CORPORATION(RTX)7,2147,154-608748280.81%-46
CLARIVATE PLC(CLVT)021,540+21,54001090.11%+109
VODAFONE GROUP PLC NEW(VOD)30,35730,35703042580.25%-46
COMCAST CORP NEW(CCZ)36,71039,510+2,8001,5331,4831.45%-51
FIDELITY NATIONAL FINANCIAL(FNF)5,7335,433-3003563050.30%-51
TAIWAN FD INC9,6599,65904243730.37%-51
NEW GERMANY FD INC35,87934,456-1,4233202690.26%-52
SHELL PLC(SHEL)12,25012,050-2008087550.74%-53
CNA FINL CORP(CNA)41,72541,005-7202,0421,9831.94%-59
RIO TINTO PLC(RIO)4,4004,300-1003132530.25%-60
MEDTRONIC PLC(MDT)6,0406,04005444820.47%-61
C H ROBINSON WORLDWIDE INC(CHRW)6,8956,715-1807616940.68%-67
NEXSTAR MEDIA GROUP INC(NXST)5,6775,502-1759398690.85%-70
ALKERMES PLC(ALKS)54,49050,575-3,9151,5251,4551.43%-71
INFOSYS LTD(INFY)141,515140,365-1,1503,1523,0773.02%-75
STARBUCKS CORP(SBUX)4,6214,116-5054513760.37%-75
ABBVIE INC(ABBV)2,3352,135-2004613790.37%-82
MEXICO FD INC40,29739,272-1,0256085180.51%-90
CBOE GLOBAL MKTS INC(CBOE)1,7901,410-3803672760.27%-91
LCI INDS(LCII)5,2915,261-306385440.53%-94
ALIBABA GROUP HLDG LTD(BABA)3,7753,575-2004013030.30%-97
TELEFONICA BRASIL SA(VIV)016,946+16,9460680.07%+68
UNITED THERAPEUTICS CORP DEL(UTHR)2,5352,273-2629088020.79%-106
WINNEBAGO INDS INC(WGO)10,69010,540-1506215040.49%-118
THE CIGNA GROUP(CI)1,5921,532-605524230.41%-128
MERCADOLIBRE INC(MELI)36736707536240.61%-129
SANOFI(SNY)12,35012,025-3257125800.57%-132
JOHNSON & JOHNSON(JNJ)6,8136,713-1001,1049710.95%-133
UNIVERSAL HLTH SVCS INC(UHS)2,8312,83106485080.50%-140
OMNICOM GROUP INC(OMC)8,7008,70008997490.73%-151
ISHARES TR20,64520,395-2501,3981,2391.21%-159
WP CAREY INC(WPC)9,7328,167-1,5656064450.44%-161
GSK PLC(GSK)21,47621,124-3528787140.70%-164
QORVO INC(QRVO)4,6444,464-1804803120.31%-168
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