13F HOLDINGS REPORT
Hudson Canyon Capital Management
Quarter ended Q1 2024 · Filed April 30, 2024 · Accession 0001214659-24-007818
Total Value
$155.5M
Positions
54
Other Managers
0
Confidential Omitted
No
Holdings (54)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | NVIDIA CORPORATION | NVDA | 13,050 | $11.8M | 7.58% |
| 2 | MICROSOFT CORP | MSFT | 22,125 | $9.3M | 5.99% |
| 3 | APPLE INC | AAPL | 44,200 | $7.6M | 4.87% |
| 4 | ALPHABET INC | GOOG | 36,706 | $5.5M | 3.56% |
| 5 | AMAZON COM INC | AMZN | 25,612 | $4.6M | 2.97% |
| 6 | MARATHON PETE CORP | MARA | 21,673 | $4.4M | 2.81% |
| 7 | META PLATFORMS INC | META | 8,884 | $4.3M | 2.77% |
| 8 | ELI LILLY & CO | LLY | 5,354 | $4.2M | 2.68% |
| 9 | ADVANCED MICRO DEVICES INC | AMD | 22,113 | $4.0M | 2.57% |
| 10 | APPLIED MATLS INC | 038222105 | 16,731 | $3.5M | 2.22% |
| 11 | EATON CORP PLC | ETN | 10,816 | $3.4M | 2.18% |
| 12 | NETFLIX INC | NFLX | 5,407 | $3.3M | 2.11% |
| 13 | JPMORGAN CHASE & CO | VYLD | 16,137 | $3.2M | 2.08% |
| 14 | BROADCOM INC | AVGO | 2,299 | $3.0M | 1.96% |
| 15 | D R HORTON INC | 23331A109 | 18,379 | $3.0M | 1.95% |
| 16 | COSTCO WHSL CORP NEW | 22160K105 | 3,987 | $2.9M | 1.88% |
| 17 | ADOBE INC | ADBE | 5,725 | $2.9M | 1.86% |
| 18 | MARTIN MARIETTA MATLS INC | 573284106 | 4,270 | $2.6M | 1.69% |
| 19 | VISA INC | V | 9,285 | $2.6M | 1.67% |
| 20 | REGENERON PHARMACEUTICALS | REGN | 2,626 | $2.5M | 1.63% |
| 21 | TJX COS INC NEW | 872540109 | 24,650 | $2.5M | 1.61% |
| 22 | HCA HEALTHCARE INC | HCA | 7,421 | $2.5M | 1.59% |
| 23 | EOG RES INC | EOG | 19,213 | $2.5M | 1.58% |
| 24 | SALESFORCE INC | CRM | 8,076 | $2.4M | 1.56% |
| 25 | BERKSHIRE HATHAWAY INC DEL | BRK-A | 5,650 | $2.4M | 1.53% |
| 26 | CELANESE CORP DEL | CE | 13,695 | $2.4M | 1.51% |
| 27 | LOWES COS INC | 548661107 | 9,223 | $2.3M | 1.51% |
| 28 | WASTE MGMT INC DEL | 94106L109 | 10,933 | $2.3M | 1.50% |
| 29 | CAPITAL ONE FINL CORP | 14040H105 | 15,302 | $2.3M | 1.47% |
| 30 | TARGET CORP | TGT | 12,607 | $2.2M | 1.44% |
| 31 | SCHWAB CHARLES CORP | SCHW-PJ | 30,322 | $2.2M | 1.41% |
| 32 | BANK AMERICA CORP | 060505104 | 57,591 | $2.2M | 1.40% |
| 33 | BLACKROCK INC | BLK | 2,536 | $2.1M | 1.36% |
| 34 | MERCK & CO INC | MRK | 15,500 | $2.0M | 1.32% |
| 35 | THERMO FISHER SCIENTIFIC INC | TMO | 3,477 | $2.0M | 1.30% |
| 36 | DISNEY WALT CO | 254687106 | 16,400 | $2.0M | 1.29% |
| 37 | DEERE & CO | DE | 4,785 | $2.0M | 1.26% |
| 38 | MORGAN STANLEY | MS-PQ | 20,814 | $2.0M | 1.26% |
| 39 | AUTOZONE INC | AZO | 597 | $1.9M | 1.21% |
| 40 | CSX CORP | CSX | 50,601 | $1.9M | 1.21% |
| 41 | UNITEDHEALTH GROUP INC | UNH | 3,676 | $1.8M | 1.17% |
| 42 | PEPSICO INC | PEP | 10,350 | $1.8M | 1.16% |
| 43 | PROLOGIS INC. | PLDGP | 13,373 | $1.7M | 1.12% |
| 44 | RTX CORPORATION | RTX | 17,250 | $1.7M | 1.08% |
| 45 | BIOGEN INC | BIIB | 7,700 | $1.7M | 1.07% |
| 46 | BOEING CO | BA-PA | 8,592 | $1.7M | 1.07% |
| 47 | NIKE INC | NKE | 17,600 | $1.7M | 1.06% |
| 48 | STARBUCKS CORP | SBUX | 18,000 | $1.6M | 1.06% |
| 49 | AMERICAN TOWER CORP NEW | 03027X100 | 8,113 | $1.6M | 1.03% |
| 50 | UNITED PARCEL SERVICE INC | UPS | 10,475 | $1.6M | 1.00% |
| 51 | NEXTERA ENERGY INC | NEE-PW | 23,450 | $1.5M | 0.96% |
| 52 | HERSHEY CO | HSY | 7,700 | $1.5M | 0.96% |
| 53 | ZOETIS INC | ZTS | 8,800 | $1.5M | 0.96% |
| 54 | TESLA INC | TSLA | 8,456 | $1.5M | 0.96% |