13F HOLDINGS REPORT
Hudson Canyon Capital Management
Quarter ended Q4 2024 · Filed January 31, 2025 · Accession 0001214659-25-001620
Total Value
$153.3M
Positions
53
Other Managers
0
Confidential Omitted
No
Holdings (53)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | NVIDIA CORPORATION | NVDA | 94,250 | $12.7M | 8.25% |
| 2 | APPLE INC | AAPL | 42,380 | $10.6M | 6.92% |
| 3 | MICROSOFT CORP | MSFT | 20,345 | $8.6M | 5.59% |
| 4 | ALPHABET INC | GOOG | 32,331 | $6.1M | 3.99% |
| 5 | AMAZON COM INC | AMZN | 25,265 | $5.5M | 3.61% |
| 6 | META PLATFORMS INC | META | 7,746 | $4.5M | 2.96% |
| 7 | BROADCOM INC | AVGO | 19,250 | $4.5M | 2.91% |
| 8 | NETFLIX INC | NFLX | 4,509 | $4.0M | 2.62% |
| 9 | ELI LILLY & CO | LLY | 4,683 | $3.6M | 2.36% |
| 10 | JPMORGAN CHASE & CO. | VYLD | 14,038 | $3.4M | 2.19% |
| 11 | COSTCO WHSL CORP NEW | 22160K105 | 3,353 | $3.1M | 2.00% |
| 12 | EATON CORP PLC | ETN | 9,145 | $3.0M | 1.98% |
| 13 | TESLA INC | TSLA | 7,450 | $3.0M | 1.96% |
| 14 | CAPITAL ONE FINL CORP | 14040H105 | 15,000 | $2.7M | 1.74% |
| 15 | MARATHON PETE CORP | MARA | 19,112 | $2.7M | 1.74% |
| 16 | VISA INC | V | 8,163 | $2.6M | 1.68% |
| 17 | DELL TECHNOLOGIES INC | DELL | 22,250 | $2.6M | 1.67% |
| 18 | TJX COS INC NEW | 872540109 | 20,850 | $2.5M | 1.64% |
| 19 | APPLIED MATLS INC | 038222105 | 15,384 | $2.5M | 1.63% |
| 20 | SALESFORCE INC | CRM | 7,325 | $2.4M | 1.60% |
| 21 | MORGAN STANLEY | MS-PQ | 18,979 | $2.4M | 1.56% |
| 22 | ADVANCED MICRO DEVICES INC | AMD | 19,519 | $2.4M | 1.54% |
| 23 | BLACKROCK INC | BLK | 2,295 | $2.4M | 1.53% |
| 24 | BERKSHIRE HATHAWAY INC DEL | BRK-A | 5,136 | $2.3M | 1.52% |
| 25 | BANK AMERICA CORP | 060505104 | 50,735 | $2.2M | 1.45% |
| 26 | SCHWAB CHARLES CORP | SCHW-PJ | 30,050 | $2.2M | 1.45% |
| 27 | D R HORTON INC | 23331A109 | 15,654 | $2.2M | 1.43% |
| 28 | EOG RES INC | EOG | 16,931 | $2.1M | 1.35% |
| 29 | PEPSICO INC | PEP | 13,550 | $2.1M | 1.34% |
| 30 | GE AEROSPACE | 369604301 | 12,350 | $2.1M | 1.34% |
| 31 | LOWES COS INC | 548661107 | 8,195 | $2.0M | 1.32% |
| 32 | CHIPOTLE MEXICAN GRILL INC | CMG | 32,800 | $2.0M | 1.29% |
| 33 | HCA HEALTHCARE INC | HCA | 6,558 | $2.0M | 1.28% |
| 34 | MARTIN MARIETTA MATLS INC | 573284106 | 3,797 | $2.0M | 1.28% |
| 35 | WASTE MGMT INC DEL | 94106L109 | 9,668 | $2.0M | 1.27% |
| 36 | RTX CORPORATION | RTX | 16,598 | $1.9M | 1.25% |
| 37 | DEERE & CO | DE | 4,473 | $1.9M | 1.24% |
| 38 | AUTOZONE INC | AZO | 583 | $1.9M | 1.22% |
| 39 | DISNEY WALT CO | 254687106 | 16,699 | $1.9M | 1.21% |
| 40 | PALO ALTO NETWORKS INC | PANW | 10,200 | $1.9M | 1.21% |
| 41 | UNITEDHEALTH GROUP INC | UNH | 3,518 | $1.8M | 1.16% |
| 42 | ABBVIE INC | ABBV | 9,800 | $1.7M | 1.14% |
| 43 | UNITED PARCEL SERVICE INC | UPS | 13,650 | $1.7M | 1.12% |
| 44 | CONSTELLATION ENERGY CORP | CEG | 7,425 | $1.7M | 1.08% |
| 45 | REGENERON PHARMACEUTICALS | REGN | 2,319 | $1.7M | 1.08% |
| 46 | NEXTERA ENERGY INC | NEE-PW | 22,633 | $1.6M | 1.06% |
| 47 | THERMO FISHER SCIENTIFIC INC | TMO | 3,097 | $1.6M | 1.05% |
| 48 | TARGET CORP | TGT | 11,797 | $1.6M | 1.04% |
| 49 | NIKE INC | NKE | 20,850 | $1.6M | 1.03% |
| 50 | CSX CORP | CSX | 48,879 | $1.6M | 1.03% |
| 51 | PROLOGIS INC. | PLDGP | 14,865 | $1.6M | 1.02% |
| 52 | ZOETIS INC | ZTS | 9,580 | $1.6M | 1.02% |
| 53 | MERCK & CO INC | MRK | 15,500 | $1.5M | 1.01% |