13F HOLDINGS REPORT
Hudson Canyon Capital Management
Quarter ended Q2 2025 · Filed August 11, 2025 · Accession 0001214659-25-011785
Total Value
$160.7M
Positions
52
Other Managers
0
Confidential Omitted
No
Holdings (52)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | NVIDIA CORPORATION | NVDA | 79,350 | $12.5M | 7.80% |
| 2 | MICROSOFT CORP | MSFT | 20,437 | $10.2M | 6.32% |
| 3 | APPLE INC | AAPL | 41,488 | $8.5M | 5.30% |
| 4 | NETFLIX INC | NFLX | 4,247 | $5.7M | 3.54% |
| 5 | ALPHABET INC | GOOG | 31,670 | $5.6M | 3.47% |
| 6 | AMAZON COM INC | AMZN | 24,715 | $5.4M | 3.37% |
| 7 | META PLATFORMS INC | META | 7,334 | $5.4M | 3.37% |
| 8 | BROADCOM INC | AVGO | 18,349 | $5.1M | 3.15% |
| 9 | JPMORGAN CHASE & CO. | VYLD | 12,484 | $3.6M | 2.25% |
| 10 | GE AEROSPACE | 369604301 | 12,462 | $3.2M | 2.00% |
| 11 | EATON CORP PLC | ETN | 8,810 | $3.1M | 1.96% |
| 12 | CAPITAL ONE FINL CORP | 14040H105 | 14,684 | $3.1M | 1.94% |
| 13 | ELI LILLY & CO | LLY | 3,846 | $3.0M | 1.87% |
| 14 | COSTCO WHSL CORP NEW | 22160K105 | 3,014 | $3.0M | 1.86% |
| 15 | MARATHON PETE CORP | MARA | 17,093 | $2.8M | 1.77% |
| 16 | DELL TECHNOLOGIES INC | DELL | 22,678 | $2.8M | 1.73% |
| 17 | APPLIED MATLS INC | 038222105 | 15,068 | $2.8M | 1.72% |
| 18 | VISA INC | V | 7,641 | $2.7M | 1.69% |
| 19 | SCHWAB CHARLES CORP | SCHW-PJ | 29,418 | $2.7M | 1.67% |
| 20 | MORGAN STANLEY | MS-PQ | 18,999 | $2.7M | 1.66% |
| 21 | CONSTELLATION ENERGY CORP | CEG | 8,188 | $2.6M | 1.64% |
| 22 | VISTRA CORP | VST | 13,364 | $2.6M | 1.61% |
| 23 | ORACLE CORP | ORCL-PD | 11,559 | $2.5M | 1.57% |
| 24 | BANK AMERICA CORP | 060505104 | 53,279 | $2.5M | 1.57% |
| 25 | TJX COS INC NEW | 872540109 | 20,160 | $2.5M | 1.55% |
| 26 | BERKSHIRE HATHAWAY INC DEL | BRK-A | 5,024 | $2.4M | 1.52% |
| 27 | HCA HEALTHCARE INC | HCA | 6,307 | $2.4M | 1.50% |
| 28 | BLACKROCK INC | BLK | 2,249 | $2.4M | 1.47% |
| 29 | RTX CORPORATION | RTX | 15,970 | $2.3M | 1.45% |
| 30 | UBER TECHNOLOGIES INC | UBER | 24,823 | $2.3M | 1.44% |
| 31 | TESLA INC | TSLA | 7,196 | $2.3M | 1.42% |
| 32 | DEERE & CO | DE | 4,384 | $2.2M | 1.39% |
| 33 | SIMON PPTY GROUP INC NEW | 828806109 | 13,698 | $2.2M | 1.37% |
| 34 | PALO ALTO NETWORKS INC | PANW | 10,658 | $2.2M | 1.36% |
| 35 | AUTOZONE INC | AZO | 572 | $2.1M | 1.32% |
| 36 | NIKE INC | NKE | 29,600 | $2.1M | 1.31% |
| 37 | WASTE MGMT INC DEL | 94106L109 | 9,029 | $2.1M | 1.29% |
| 38 | EOG RES INC | EOG | 17,117 | $2.0M | 1.27% |
| 39 | MARTIN MARIETTA MATLS INC | 573284106 | 3,720 | $2.0M | 1.27% |
| 40 | D R HORTON INC | 23331A109 | 15,758 | $2.0M | 1.26% |
| 41 | DOLLAR GEN CORP NEW | 256677105 | 17,721 | $2.0M | 1.26% |
| 42 | SALESFORCE INC | CRM | 7,169 | $2.0M | 1.22% |
| 43 | COCA COLA CO | KO | 26,823 | $1.9M | 1.18% |
| 44 | THE CIGNA GROUP | 125523100 | 5,704 | $1.9M | 1.17% |
| 45 | LOWES COS INC | 548661107 | 8,195 | $1.8M | 1.13% |
| 46 | AMGEN INC | AMGN | 6,500 | $1.8M | 1.13% |
| 47 | FOX CORP | FOX | 32,350 | $1.8M | 1.13% |
| 48 | ABBVIE INC | ABBV | 9,730 | $1.8M | 1.12% |
| 49 | ZOETIS INC | ZTS | 11,550 | $1.8M | 1.12% |
| 50 | UNITED PARCEL SERVICE INC | UPS | 13,900 | $1.4M | 0.87% |
| 51 | THERMO FISHER SCIENTIFIC INC | TMO | 3,440 | $1.4M | 0.87% |
| 52 | REGENERON PHARMACEUTICALS | REGN | 2,418 | $1.3M | 0.79% |