13F HOLDINGS REPORT
Hudson Canyon Capital Management
Quarter ended Q3 2024 · Filed November 8, 2024 · Accession 0001214659-24-018581
Total Value
$154.7M
Positions
54
Other Managers
0
Confidential Omitted
No
Holdings (54)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | NVIDIA CORPORATION | NVDA | 105,500 | $12.8M | 8.28% |
| 2 | APPLE INC | AAPL | 42,380 | $9.9M | 6.38% |
| 3 | MICROSOFT CORP | MSFT | 20,345 | $8.8M | 5.66% |
| 4 | ALPHABET INC | GOOG | 32,331 | $5.4M | 3.47% |
| 5 | AMAZON COM INC | AMZN | 25,265 | $4.7M | 3.04% |
| 6 | META PLATFORMS INC | META | 7,746 | $4.4M | 2.87% |
| 7 | ELI LILLY & CO | LLY | 4,683 | $4.1M | 2.68% |
| 8 | BROADCOM INC | AVGO | 20,310 | $3.5M | 2.26% |
| 9 | ADVANCED MICRO DEVICES INC | AMD | 19,519 | $3.2M | 2.07% |
| 10 | NETFLIX INC | NFLX | 4,509 | $3.2M | 2.07% |
| 11 | MARATHON PETE CORP | MARA | 19,112 | $3.1M | 2.01% |
| 12 | APPLIED MATLS INC | 038222105 | 15,384 | $3.1M | 2.01% |
| 13 | EATON CORP PLC | ETN | 9,145 | $3.0M | 1.96% |
| 14 | D R HORTON INC | 23331A109 | 15,804 | $3.0M | 1.95% |
| 15 | JPMORGAN CHASE & CO. | VYLD | 14,207 | $3.0M | 1.94% |
| 16 | COSTCO WHSL CORP NEW | 22160K105 | 3,353 | $3.0M | 1.92% |
| 17 | ADOBE INC | ADBE | 5,225 | $2.7M | 1.75% |
| 18 | HCA HEALTHCARE INC | HCA | 6,558 | $2.7M | 1.72% |
| 19 | TJX COS INC NEW | 872540109 | 20,850 | $2.5M | 1.58% |
| 20 | REGENERON PHARMACEUTICALS | REGN | 2,319 | $2.4M | 1.58% |
| 21 | BERKSHIRE HATHAWAY INC DEL | BRK-A | 5,136 | $2.4M | 1.53% |
| 22 | DELL TECHNOLOGIES INC | DELL | 19,450 | $2.3M | 1.49% |
| 23 | CAPITAL ONE FINL CORP | 14040H105 | 15,000 | $2.2M | 1.45% |
| 24 | VISA INC | V | 8,163 | $2.2M | 1.45% |
| 25 | LOWES COS INC | 548661107 | 8,195 | $2.2M | 1.43% |
| 26 | BLACKROCK INC | BLK | 2,295 | $2.2M | 1.40% |
| 27 | GE AEROSPACE | 369604301 | 11,500 | $2.2M | 1.40% |
| 28 | TESLA INC | TSLA | 8,180 | $2.1M | 1.38% |
| 29 | EOG RES INC | EOG | 16,931 | $2.1M | 1.35% |
| 30 | UNITEDHEALTH GROUP INC | UNH | 3,518 | $2.1M | 1.33% |
| 31 | MARTIN MARIETTA MATLS INC | 573284106 | 3,797 | $2.0M | 1.32% |
| 32 | BANK AMERICA CORP | 060505104 | 50,735 | $2.0M | 1.30% |
| 33 | RTX CORPORATION | RTX | 16,598 | $2.0M | 1.30% |
| 34 | WASTE MGMT INC DEL | 94106L109 | 9,668 | $2.0M | 1.30% |
| 35 | MORGAN STANLEY | MS-PQ | 18,979 | $2.0M | 1.28% |
| 36 | AMERICAN TOWER CORP NEW | 03027X100 | 8,376 | $1.9M | 1.26% |
| 37 | SCHWAB CHARLES CORP | SCHW-PJ | 30,050 | $1.9M | 1.26% |
| 38 | THERMO FISHER SCIENTIFIC INC | TMO | 3,097 | $1.9M | 1.24% |
| 39 | NEXTERA ENERGY INC | NEE-PW | 22,633 | $1.9M | 1.24% |
| 40 | CHIPOTLE MEXICAN GRILL INC | CMG | 32,800 | $1.9M | 1.22% |
| 41 | PROLOGIS INC. | PLDGP | 14,865 | $1.9M | 1.21% |
| 42 | ZOETIS INC | ZTS | 9,580 | $1.9M | 1.21% |
| 43 | DEERE & CO | DE | 4,473 | $1.9M | 1.21% |
| 44 | NIKE INC | NKE | 20,850 | $1.8M | 1.19% |
| 45 | TARGET CORP | TGT | 11,797 | $1.8M | 1.19% |
| 46 | AUTOZONE INC | AZO | 583 | $1.8M | 1.19% |
| 47 | MERCK & CO INC | MRK | 15,500 | $1.8M | 1.14% |
| 48 | ABBVIE INC | ABBV | 8,650 | $1.7M | 1.10% |
| 49 | PEPSICO INC | PEP | 10,007 | $1.7M | 1.10% |
| 50 | CSX CORP | CSX | 48,879 | $1.7M | 1.09% |
| 51 | CELANESE CORP DEL | CE | 12,390 | $1.7M | 1.09% |
| 52 | UNITED PARCEL SERVICE INC | UPS | 12,300 | $1.7M | 1.08% |
| 53 | DISNEY WALT CO | 254687106 | 16,699 | $1.6M | 1.04% |
| 54 | HERSHEY CO | HSY | 8,230 | $1.6M | 1.02% |