13F HOLDINGS REPORT
Hudson Canyon Capital Management
Quarter ended Q4 2025 · Filed February 6, 2026 · Accession 0001214659-26-001274
Total Value
$171.1M
Positions
51
Other Managers
0
Confidential Omitted
No
Holdings (51)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | NVIDIA CORPORATION | NVDA | 73,683 | $13.7M | 8.03% |
| 2 | APPLE INC | AAPL | 40,135 | $10.9M | 6.38% |
| 3 | MICROSOFT CORP | MSFT | 19,770 | $9.6M | 5.59% |
| 4 | ALPHABET INC | GOOG | 29,350 | $9.2M | 5.37% |
| 5 | BROADCOM INC | AVGO | 16,750 | $5.8M | 3.39% |
| 6 | AMAZON COM INC | AMZN | 23,905 | $5.5M | 3.22% |
| 7 | META PLATFORMS INC | META | 6,805 | $4.5M | 2.63% |
| 8 | APPLIED MATLS INC | 038222105 | 15,068 | $3.9M | 2.26% |
| 9 | ELI LILLY & CO | LLY | 3,600 | $3.9M | 2.26% |
| 10 | NETFLIX INC | NFLX | 41,070 | $3.9M | 2.25% |
| 11 | JPMORGAN CHASE & CO. | VYLD | 11,300 | $3.6M | 2.13% |
| 12 | GE AEROSPACE | 369604301 | 11,600 | $3.6M | 2.09% |
| 13 | CAPITAL ONE FINL CORP | 14040H105 | 13,956 | $3.4M | 1.98% |
| 14 | MORGAN STANLEY | MS-PQ | 18,385 | $3.3M | 1.91% |
| 15 | TESLA INC | TSLA | 6,960 | $3.1M | 1.83% |
| 16 | TJX COS INC NEW | 872540109 | 19,203 | $2.9M | 1.72% |
| 17 | DELL TECHNOLOGIES INC | DELL | 22,678 | $2.9M | 1.67% |
| 18 | HCA HEALTHCARE INC | HCA | 6,103 | $2.8M | 1.67% |
| 19 | RTX CORPORATION | RTX | 15,454 | $2.8M | 1.66% |
| 20 | BANK AMERICA CORP | 060505104 | 51,521 | $2.8M | 1.66% |
| 21 | SCHWAB CHARLES CORP | SCHW-PJ | 28,215 | $2.8M | 1.65% |
| 22 | CONSTELLATION ENERGY CORP | CEG | 7,910 | $2.8M | 1.63% |
| 23 | EATON CORP PLC | ETN | 8,423 | $2.7M | 1.57% |
| 24 | MARATHON PETE CORP | MARA | 16,240 | $2.6M | 1.54% |
| 25 | VISA INC | V | 7,395 | $2.6M | 1.52% |
| 26 | SIMON PPTY GROUP INC NEW | 828806109 | 13,495 | $2.5M | 1.46% |
| 27 | COSTCO WHSL CORP NEW | 22160K105 | 2,894 | $2.5M | 1.46% |
| 28 | DOLLAR GEN CORP NEW | 256677105 | 18,471 | $2.5M | 1.43% |
| 29 | BERKSHIRE HATHAWAY INC DEL | BRK-A | 4,857 | $2.4M | 1.43% |
| 30 | FOX CORP | FOX | 32,350 | $2.4M | 1.38% |
| 31 | BLACKROCK INC | BLK | 2,179 | $2.3M | 1.36% |
| 32 | AMGEN INC | AMGN | 7,025 | $2.3M | 1.34% |
| 33 | ORACLE CORP | ORCL-PD | 11,559 | $2.3M | 1.32% |
| 34 | MARTIN MARIETTA MATLS INC | 573284106 | 3,603 | $2.2M | 1.31% |
| 35 | D R HORTON INC | 23331A109 | 15,249 | $2.2M | 1.28% |
| 36 | PALO ALTO NETWORKS INC | PANW | 11,778 | $2.2M | 1.27% |
| 37 | ABBVIE INC | ABBV | 9,407 | $2.1M | 1.26% |
| 38 | REGENERON PHARMACEUTICALS | REGN | 2,774 | $2.1M | 1.25% |
| 39 | SALESFORCE INC | CRM | 7,855 | $2.1M | 1.22% |
| 40 | VISTRA CORP | VST | 12,744 | $2.1M | 1.20% |
| 41 | LOWES COS INC | 548661107 | 8,487 | $2.0M | 1.20% |
| 42 | NIKE INC | NKE | 31,750 | $2.0M | 1.18% |
| 43 | COCA COLA CO | KO | 28,835 | $2.0M | 1.18% |
| 44 | DEERE & CO | DE | 4,245 | $2.0M | 1.16% |
| 45 | AMPHENOL CORP NEW | 032095101 | 14,575 | $2.0M | 1.15% |
| 46 | UBER TECHNOLOGIES INC | UBER | 23,994 | $2.0M | 1.15% |
| 47 | WASTE MGMT INC DEL | 94106L109 | 8,731 | $1.9M | 1.12% |
| 48 | AUTOZONE INC | AZO | 555 | $1.9M | 1.10% |
| 49 | ZOETIS INC | ZTS | 14,800 | $1.9M | 1.09% |
| 50 | THE CIGNA GROUP | 125523100 | 6,665 | $1.8M | 1.07% |
| 51 | EOG RES INC | EOG | 17,117 | $1.8M | 1.05% |