Filed: 5/5/2026ACC: 0001214659-26-005556
๐ What this filing means
HUDSON CANYON CAPITAL MANAGEMENT filed this quarterly 13FโHR report disclosing 52 equity positions with a total reported market value of $163.36M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
52
Positions
$163.36M
Total AUM (reported)
845.94K
Total Shares
Allocation by class
COM$126.35M77.3%
CAP STK CL A$8.40M5.1%
CL A$7.73M4.7%
COM NEW$6.24M3.8%
CL C$3.50M2.1%
SHS$3.00M1.8%
CL B NEW$2.31M1.4%
Portfolio Concentration
Top 3$31.30M19.2%
4โ10$33.38M20.4%
11โ25$43.94M26.9%
Rest$54.74M33.5%
Top 3 weight
19.2%
Top 10 weight
39.6%
Voting Authority Distribution
Total shares with voting rights: 845.94K
Sole
Full voting authority
0.00
shares
% of voting shares0.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
845.94K
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole52
Shared0
Other0
Dominant voting typeNone ยท 100.0% of voting shares
Institutional Holdings52
Rows:
NVIDIA CORPORATION
SOLEShares73.27K
TypeSH
Market value$12.78M
7.82%
Sole
0.00
Shared
0.00
None
73.27K
APPLE INC
SOLEShares39.91K
TypeSH
Market value$10.13M
6.20%
Sole
0.00
Shared
0.00
None
39.91K
ALPHABET INC
SOLEShares29.20K
TypeSH
Market value$8.40M
5.14%
Sole
0.00
Shared
0.00
None
29.20K
MICROSOFT CORP
SOLEShares19.66K
TypeSH
Market value$7.28M
4.45%
Sole
0.00
Shared
0.00
None
19.66K
AMAZON COM INC
SOLEShares23.79K
TypeSH
Market value$4.95M
3.03%
Sole
0.00
Shared
0.00
None
23.79K
BROADCOM INC
SOLEShares15.65K
TypeSH
Market value$4.84M
2.97%
Sole
0.00
Shared
0.00
None
15.65K
APPLIED MATLS INC
SOLEShares13.65K
TypeSH
Market value$4.67M
2.86%
Sole
0.00
Shared
0.00
None
13.65K
NETFLIX INC.
SOLEShares40.67K
TypeSH
Market value$3.91M
2.39%
Sole
0.00
Shared
0.00
None
40.67K
META PLATFORMS INC
SOLEShares6.77K
TypeSH
Market value$3.87M
2.37%
Sole
0.00
Shared
0.00
None
6.77K
MARATHON PETE CORP
SOLEShares15.79K
TypeSH
Market value$3.85M
2.36%
Sole
0.00
Shared
0.00
None
15.79K
DELL TECHNOLOGIES INC
SOLEShares21.35K
TypeSH
Market value$3.50M
2.15%
Sole
0.00
Shared
0.00
None
21.35K
JPMORGAN CHASE & CO
SOLEShares11.24K
TypeSH
Market value$3.31M
2.02%
Sole
0.00
Shared
0.00
None
11.24K
ELI LILLY & CO
SOLEShares3.58K
TypeSH
Market value$3.29M
2.02%
Sole
0.00
Shared
0.00
None
3.58K
GE AEROSPACE
SOLEShares11.39K
TypeSH
Market value$3.23M
1.98%
Sole
0.00
Shared
0.00
None
11.39K
TJX COS INC NEW
SOLEShares19.10K
TypeSH
Market value$3.05M
1.87%
Sole
0.00
Shared
0.00
None
19.10K
MORGAN STANLEY
SOLEShares18.28K
TypeSH
Market value$3.01M
1.84%
Sole
0.00
Shared
0.00
None
18.28K
EATON CORP PLC
SOLEShares8.38K
TypeSH
Market value$3.00M
1.83%
Sole
0.00
Shared
0.00
None
8.38K
RTX CORPORATION
SOLEShares15.37K
TypeSH
Market value$2.96M
1.81%
Sole
0.00
Shared
0.00
None
15.37K
HCA HEALTHCARE INC
SOLEShares6.07K
TypeSH
Market value$2.87M
1.76%
Sole
0.00
Shared
0.00
None
6.07K
COSTCO WHOLESALE CORPORATION
SOLEShares2.88K
TypeSH
Market value$2.87M
1.76%
Sole
0.00
Shared
0.00
None
2.88K
SCHWAB CHARLES CORP
SOLEShares28.05K
TypeSH
Market value$2.64M
1.61%
Sole
0.00
Shared
0.00
None
28.05K
CONOCOPHILLIPS
SOLEShares19.60K
TypeSH
Market value$2.59M
1.58%
Sole
0.00
Shared
0.00
None
19.60K
TESLA INC
SOLEShares6.92K
TypeSH
Market value$2.57M
1.58%
Sole
0.00
Shared
0.00
None
6.92K
CAPITAL ONE FINL CORP
SOLEShares13.88K
TypeSH
Market value$2.53M
1.55%
Sole
0.00
Shared
0.00
None
13.88K
AMGEN INC
SOLEShares7.14K
TypeSH
Market value$2.51M
1.54%
Sole
0.00
Shared
0.00
None
7.14K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting โ Sole | Shared | None |
|---|---|---|---|---|---|---|---|
NVIDIA CORPORATIONSOLE | COM | 73.27K | SH | $12.78M 7.82% | 0.00 | 0.00 | 73.27K |
APPLE INCSOLE | COM | 39.91K | SH | $10.13M 6.20% | 0.00 | 0.00 | 39.91K |
ALPHABET INCSOLE | CAP STK CL A | 29.20K | SH | $8.40M 5.14% | 0.00 | 0.00 | 29.20K |
MICROSOFT CORPSOLE | COM | 19.66K | SH | $7.28M 4.45% | 0.00 | 0.00 | 19.66K |
AMAZON COM INCSOLE | COM | 23.79K | SH | $4.95M 3.03% | 0.00 | 0.00 | 23.79K |
BROADCOM INCSOLE | COM | 15.65K | SH | $4.84M 2.97% | 0.00 | 0.00 | 15.65K |
APPLIED MATLS INCSOLE | COM | 13.65K | SH | $4.67M 2.86% | 0.00 | 0.00 | 13.65K |
NETFLIX INC.SOLE | COM | 40.67K | SH | $3.91M 2.39% | 0.00 | 0.00 | 40.67K |
META PLATFORMS INCSOLE | CL A | 6.77K | SH | $3.87M 2.37% | 0.00 | 0.00 | 6.77K |
MARATHON PETE CORPSOLE | COM | 15.79K | SH | $3.85M 2.36% | 0.00 | 0.00 | 15.79K |
DELL TECHNOLOGIES INCSOLE | CL C | 21.35K | SH | $3.50M 2.15% | 0.00 | 0.00 | 21.35K |
JPMORGAN CHASE & COSOLE | COM | 11.24K | SH | $3.31M 2.02% | 0.00 | 0.00 | 11.24K |
ELI LILLY & COSOLE | COM | 3.58K | SH | $3.29M 2.02% | 0.00 | 0.00 | 3.58K |
GE AEROSPACESOLE | COM NEW | 11.39K | SH | $3.23M 1.98% | 0.00 | 0.00 | 11.39K |
TJX COS INC NEWSOLE | COM | 19.10K | SH | $3.05M 1.87% | 0.00 | 0.00 | 19.10K |
MORGAN STANLEYSOLE | COM NEW | 18.28K | SH | $3.01M 1.84% | 0.00 | 0.00 | 18.28K |
EATON CORP PLCSOLE | SHS | 8.38K | SH | $3.00M 1.83% | 0.00 | 0.00 | 8.38K |
RTX CORPORATIONSOLE | COM | 15.37K | SH | $2.96M 1.81% | 0.00 | 0.00 | 15.37K |
HCA HEALTHCARE INCSOLE | COM | 6.07K | SH | $2.87M 1.76% | 0.00 | 0.00 | 6.07K |
COSTCO WHOLESALE CORPORATIONSOLE | COM | 2.88K | SH | $2.87M 1.76% | 0.00 | 0.00 | 2.88K |
SCHWAB CHARLES CORPSOLE | COM | 28.05K | SH | $2.64M 1.61% | 0.00 | 0.00 | 28.05K |
CONOCOPHILLIPSSOLE | COM | 19.60K | SH | $2.59M 1.58% | 0.00 | 0.00 | 19.60K |
TESLA INCSOLE | COM | 6.92K | SH | $2.57M 1.58% | 0.00 | 0.00 | 6.92K |
CAPITAL ONE FINL CORPSOLE | COM | 13.88K | SH | $2.53M 1.55% | 0.00 | 0.00 | 13.88K |
AMGEN INCSOLE | COM | 7.14K | SH | $2.51M 1.54% | 0.00 | 0.00 | 7.14K |
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