13F HOLDINGS REPORT
Hudson Canyon Capital Management
Quarter ended Q1 2025 · Filed May 12, 2025 · Accession 0001214659-25-007349
Total Value
$142.0M
Positions
53
Other Managers
0
Confidential Omitted
No
Holdings (53)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | APPLE INC | AAPL | 42,380 | $9.4M | 6.63% |
| 2 | NVIDIA CORPORATION | NVDA | 81,500 | $8.8M | 6.22% |
| 3 | MICROSOFT CORP | MSFT | 20,345 | $7.6M | 5.38% |
| 4 | ALPHABET INC | GOOG | 32,331 | $5.0M | 3.52% |
| 5 | AMAZON COM INC | AMZN | 25,265 | $4.8M | 3.38% |
| 6 | META PLATFORMS INC | META | 7,490 | $4.3M | 3.04% |
| 7 | NETFLIX INC | NFLX | 4,509 | $4.2M | 2.96% |
| 8 | ELI LILLY & CO | LLY | 3,925 | $3.2M | 2.28% |
| 9 | BROADCOM INC | AVGO | 18,750 | $3.1M | 2.21% |
| 10 | JPMORGAN CHASE & CO. | VYLD | 12,750 | $3.1M | 2.20% |
| 11 | COSTCO WHSL CORP NEW | 22160K105 | 3,125 | $3.0M | 2.08% |
| 12 | BERKSHIRE HATHAWAY INC DEL | BRK-A | 5,136 | $2.7M | 1.93% |
| 13 | VISA INC | V | 7,800 | $2.7M | 1.92% |
| 14 | CAPITAL ONE FINL CORP | 14040H105 | 15,000 | $2.7M | 1.89% |
| 15 | MARATHON PETE CORP | MARA | 17,827 | $2.6M | 1.83% |
| 16 | TJX COS INC NEW | 872540109 | 20,600 | $2.5M | 1.77% |
| 17 | GE AEROSPACE | 369604301 | 12,350 | $2.5M | 1.74% |
| 18 | EATON CORP PLC | ETN | 9,005 | $2.4M | 1.72% |
| 19 | SCHWAB CHARLES CORP | SCHW-PJ | 30,050 | $2.4M | 1.66% |
| 20 | SIMON PPTY GROUP INC NEW | 828806109 | 13,500 | $2.2M | 1.58% |
| 21 | APPLIED MATLS INC | 038222105 | 15,384 | $2.2M | 1.57% |
| 22 | HCA HEALTHCARE INC | HCA | 6,441 | $2.2M | 1.57% |
| 23 | AUTOZONE INC | AZO | 583 | $2.2M | 1.57% |
| 24 | MORGAN STANLEY | MS-PQ | 18,979 | $2.2M | 1.56% |
| 25 | BANK AMERICA CORP | 060505104 | 52,961 | $2.2M | 1.56% |
| 26 | BLACKROCK INC | BLK | 2,295 | $2.2M | 1.53% |
| 27 | RTX CORPORATION | RTX | 16,300 | $2.2M | 1.52% |
| 28 | EOG RES INC | EOG | 16,718 | $2.1M | 1.51% |
| 29 | WASTE MGMT INC DEL | 94106L109 | 9,227 | $2.1M | 1.50% |
| 30 | DELL TECHNOLOGIES INC | DELL | 23,200 | $2.1M | 1.49% |
| 31 | DEERE & CO | DE | 4,473 | $2.1M | 1.48% |
| 32 | PEPSICO INC | PEP | 13,550 | $2.0M | 1.43% |
| 33 | ADVANCED MICRO DEVICES INC | AMD | 19,519 | $2.0M | 1.41% |
| 34 | ABBVIE INC | ABBV | 9,550 | $2.0M | 1.41% |
| 35 | D R HORTON INC | 23331A109 | 15,654 | $2.0M | 1.40% |
| 36 | SALESFORCE INC | CRM | 7,325 | $2.0M | 1.38% |
| 37 | LOWES COS INC | 548661107 | 8,195 | $1.9M | 1.35% |
| 38 | TESLA INC | TSLA | 7,350 | $1.9M | 1.34% |
| 39 | UNITEDHEALTH GROUP INC | UNH | 3,518 | $1.8M | 1.30% |
| 40 | MARTIN MARIETTA MATLS INC | 573284106 | 3,797 | $1.8M | 1.28% |
| 41 | FOX CORP | FOX | 31,950 | $1.8M | 1.27% |
| 42 | UBER TECHNOLOGIES INC | UBER | 24,800 | $1.8M | 1.27% |
| 43 | ZOETIS INC | ZTS | 10,900 | $1.8M | 1.26% |
| 44 | PALO ALTO NETWORKS INC | PANW | 10,500 | $1.8M | 1.26% |
| 45 | CONSTELLATION ENERGY CORP | CEG | 8,375 | $1.7M | 1.19% |
| 46 | CHIPOTLE MEXICAN GRILL INC | CMG | 32,800 | $1.6M | 1.16% |
| 47 | AMGEN INC | AMGN | 5,200 | $1.6M | 1.14% |
| 48 | THERMO FISHER SCIENTIFIC INC | TMO | 3,097 | $1.5M | 1.09% |
| 49 | NIKE INC | NKE | 24,200 | $1.5M | 1.08% |
| 50 | REGENERON PHARMACEUTICALS | REGN | 2,418 | $1.5M | 1.08% |
| 51 | UNITED PARCEL SERVICE INC | UPS | 13,900 | $1.5M | 1.08% |
| 52 | ORACLE CORP | ORCL-PD | 10,650 | $1.5M | 1.05% |
| 53 | TARGET CORP | TGT | 13,200 | $1.4M | 0.97% |