Institutional Manager · CIK 0001847700

Hudson Portfolio Management LLC

Garrison, NY · File #028-21203

Latest AUM

$116.1M

Positions

108

Top-10 Concentration

40.5%

Filings

Portfolio Value Over Time

2023-12

2024-09

2024-12

2025-03

2025-06

2025-09

2025-12

Biggest QoQ Changes

Ranked by conviction flow (share change × current price) so mark-to-market moves don't dominate. Price effect column shows how much of the $ change was just the stock moving.

Action	Issuer	Ticker / CUSIP	Δ Shares	Flow ($)	Price Effect
EXITED	TOTALENERGIES SE	89151E109	-22,938	-$1.4M	$0
REDUCE	ALPHABET INC	GOOG	-3,156	-$990,353	+$1.9M
ADD	ISHARES TR	464288679	+8,620	+$949,493	-$1,496
REDUCE	ISHARES TR	46429B655	-16,435	-$835,884	-$13,859
ADD	ISHARES INC	46434G822	+7,471	+$603,209	+$15,165
ADD	ISHARES TR	464288646	+10,370	+$548,366	-$6,526
NEW	J P MORGAN EXCHANGE TRADED F	46654Q575	+10,715	+$547,108	$0
EXITED	PERRIGO CO PLC	G97822103	-23,909	-$532,453	$0
ADD	ISHARES TR	464288661	+2,825	+$337,164	-$881
EXITED	VISTRA CORP	92840M102	-1,475	-$288,982	$0

Sector Allocation

Healthcare

12.1%$14.0M

Technology

7.1%$8.2M

Communication Services

3.0%$3.5M

Industrials

2.7%$3.1M

Energy

1.6%$1.8M

Financials

1.5%$1.7M

Consumer Discretionary

1.3%$1.6M

Materials

0.2%$290,162

Filing History

Feb 13, 202613F HOLDINGS REPORTQ/E Dec 2025108 pos · $116.1M
Nov 14, 202513F HOLDINGS REPORTQ/E Sep 2025110 pos · $112.9M
Aug 13, 202513F HOLDINGS REPORTQ/E Jun 2025112 pos · $107.0M
May 14, 202513F HOLDINGS REPORTQ/E Mar 2025113 pos · $104.1M
Feb 13, 202513F HOLDINGS REPORTQ/E Dec 2024113 pos · $102.0M
Nov 13, 202413F HOLDINGS REPORTQ/E Sep 2024110 pos · $101.8M
Nov 14, 202313F HOLDINGS REPORTQ/E Dec 2023102 pos · $87.8M

Top 20 Holdings — Dec 2025

#	Issuer	Ticker	Shares	Value	% of Portfolio
1	ALPHABET INC	GOOG	24,252	$7.6M	8.35%
2	TAIWAN SEMICONDUCTOR MFG LTD	874039100	17,673	$5.4M	5.89%
3	MCKESSON CORP	MCK	5,458	$4.5M	4.91%
4	ISHARES TR	46429B747	34,333	$3.5M	3.86%
5	ISHARES INC	46434G822	36,085	$2.9M	3.20%
6	ISHARES TR	464288646	53,876	$2.8M	3.13%
7	ALLSTATE CORP	ALL-PJ	12,737	$2.7M	2.91%
8	BANK NEW YORK MELLON CORP	064058100	21,958	$2.5M	2.80%
9	SPDR SERIES TRUST	78464A359	28,177	$2.5M	2.76%
10	INFOSYS LTD	INFY	137,035	$2.4M	2.68%
11	APPLE INC	AAPL	8,593	$2.3M	2.56%
12	ISHARES TR	46429B655	45,062	$2.3M	2.52%
13	ISHARES INC	464286608	35,568	$2.3M	2.50%
14	CVS HEALTH CORP	CVS	25,953	$2.1M	2.26%
15	CNA FINL CORP	126117100	39,980	$1.9M	2.09%
16	SPDR S&P 500 ETF TR	SPY	2,722	$1.9M	2.04%
17	OLD REP INTL CORP	680223104	40,335	$1.8M	2.02%
18	PIMCO ETF TR	72201R205	34,211	$1.8M	2.01%
19	TORONTO DOMINION BK ONT	TORO	19,208	$1.8M	1.99%
20	J P MORGAN EXCHANGE TRADED F	46641Q225	18,860	$1.8M	1.92%