Filed: 8/13/2025ACC: 0001172661-25-003128
📋 What this filing means
HUDSON PORTFOLIO MANAGEMENT LLC filed this quarterly 13F‑HR report disclosing 112 equity positions with a total reported market value of $106.97M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
112
Positions
$106.97M
Total AUM (reported)
1.83M
Total Shares
Allocation by class
COM$43.44M40.6%
SPONSORED ADS$6.07M5.7%
CAP STK CL C$5.01M4.7%
SPONSORED ADR$4.75M4.4%
FLTG RATE NT ETF$3.31M3.1%
COM NEW$2.92M2.7%
SHS$2.92M2.7%
Portfolio Concentration
Top 3$13.28M12.4%
4–10$17.77M16.6%
11–25$26.85M25.1%
Rest$49.07M45.9%
Top 3 weight
12.4%
Top 10 weight
29.0%
Voting Authority Distribution
Total shares with voting rights: 1.83M
Sole
Full voting authority
1.83M
shares
% of voting shares100.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole112
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings112
Rows:
ALPHABET INC
SOLEShares28.22K
TypeSH
Market value$5.01M
4.68%
Sole
28.22K
Shared
0.00
None
0.00
TAIWAN SEMICONDUCTOR MFG LTD
SOLEShares18.32K
TypeSH
Market value$4.15M
3.88%
Sole
18.32K
Shared
0.00
None
0.00
MCKESSON CORP
SOLEShares5.63K
TypeSH
Market value$4.12M
3.85%
Sole
5.63K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares64.83K
TypeSH
Market value$3.31M
3.09%
Sole
64.83K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares26.36K
TypeSH
Market value$2.71M
2.54%
Sole
26.36K
Shared
0.00
None
0.00
ALLSTATE CORP
SOLEShares13.25K
TypeSH
Market value$2.67M
2.49%
Sole
13.25K
Shared
0.00
None
0.00
INFOSYS LTD
SOLEShares136.76K
TypeSH
Market value$2.53M
2.37%
Sole
136.76K
Shared
0.00
None
0.00
SPDR SERIES TRUST
SOLEShares26.72K
TypeSH
Market value$2.21M
2.06%
Sole
26.72K
Shared
0.00
None
0.00
ISHARES INC
SOLEShares29.09K
TypeSH
Market value$2.18M
2.04%
Sole
29.09K
Shared
0.00
None
0.00
ISHARES INC
SOLEShares36.38K
TypeSH
Market value$2.16M
2.02%
Sole
36.38K
Shared
0.00
None
0.00
ORACLE CORP
SOLEShares9.59K
TypeSH
Market value$2.10M
1.96%
Sole
9.59K
Shared
0.00
None
0.00
BANK NEW YORK MELLON CORP
SOLEShares22.14K
TypeSH
Market value$2.02M
1.89%
Sole
22.14K
Shared
0.00
None
0.00
PIMCO ETF TR
SOLEShares20.01K
TypeSH
Market value$2.01M
1.88%
Sole
20.01K
Shared
0.00
None
0.00
SPDR SERIES TRUST
SOLEShares64.69K
TypeSH
Market value$1.99M
1.86%
Sole
64.69K
Shared
0.00
None
0.00
CNA FINL CORP
SOLEShares40.51K
TypeSH
Market value$1.88M
1.76%
Sole
40.51K
Shared
0.00
None
0.00
CVS HEALTH CORP
SOLEShares26.50K
TypeSH
Market value$1.83M
1.71%
Sole
26.50K
Shared
0.00
None
0.00
APPLE INC
SOLEShares8.88K
TypeSH
Market value$1.82M
1.70%
Sole
8.88K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares33.63K
TypeSH
Market value$1.77M
1.66%
Sole
33.63K
Shared
0.00
None
0.00
VERIZON COMMUNICATIONS INC
SOLEShares39.64K
TypeSH
Market value$1.72M
1.60%
Sole
39.64K
Shared
0.00
None
0.00
OLD REP INTL CORP
SOLEShares44.30K
TypeSH
Market value$1.70M
1.59%
Sole
44.30K
Shared
0.00
None
0.00
TORONTO DOMINION BK ONT
SOLEShares23.07K
TypeSH
Market value$1.69M
1.58%
Sole
23.07K
Shared
0.00
None
0.00
SPDR S&P 500 ETF TR
SOLEShares2.67K
TypeSH
Market value$1.65M
1.54%
Sole
2.67K
Shared
0.00
None
0.00
PIMCO ETF TR
SOLEShares30.04K
TypeSH
Market value$1.62M
1.51%
Sole
30.04K
Shared
0.00
None
0.00
KINDER MORGAN INC DEL
SOLEShares53.26K
TypeSH
Market value$1.57M
1.46%
Sole
53.26K
Shared
0.00
None
0.00
COMCAST CORP NEW
SOLEShares41.31K
TypeSH
Market value$1.47M
1.38%
Sole
41.31K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
ALPHABET INCSOLE | CAP STK CL C | 28.22K | SH | $5.01M 4.68% | 28.22K | 0.00 | 0.00 |
TAIWAN SEMICONDUCTOR MFG LTDSOLE | SPONSORED ADS | 18.32K | SH | $4.15M 3.88% | 18.32K | 0.00 | 0.00 |
MCKESSON CORPSOLE | COM | 5.63K | SH | $4.12M 3.85% | 5.63K | 0.00 | 0.00 |
ISHARES TRSOLE | FLTG RATE NT ETF | 64.83K | SH | $3.31M 3.09% | 64.83K | 0.00 | 0.00 |
ISHARES TRSOLE | 0-5 YR TIPS ETF | 26.36K | SH | $2.71M 2.54% | 26.36K | 0.00 | 0.00 |
ALLSTATE CORPSOLE | COM | 13.25K | SH | $2.67M 2.49% | 13.25K | 0.00 | 0.00 |
INFOSYS LTDSOLE | SPONSORED ADR | 136.76K | SH | $2.53M 2.37% | 136.76K | 0.00 | 0.00 |
SPDR SERIES TRUSTSOLE | BBG CONV SEC ETF | 26.72K | SH | $2.21M 2.06% | 26.72K | 0.00 | 0.00 |
ISHARES INCSOLE | MSCI JPN ETF NEW | 29.09K | SH | $2.18M 2.04% | 29.09K | 0.00 | 0.00 |
ISHARES INCSOLE | MSCI EURZONE ETF | 36.38K | SH | $2.16M 2.02% | 36.38K | 0.00 | 0.00 |
ORACLE CORPSOLE | COM | 9.59K | SH | $2.10M 1.96% | 9.59K | 0.00 | 0.00 |
BANK NEW YORK MELLON CORPSOLE | COM | 22.14K | SH | $2.02M 1.89% | 22.14K | 0.00 | 0.00 |
PIMCO ETF TRSOLE | ENHAN SHRT MA AC | 20.01K | SH | $2.01M 1.88% | 20.01K | 0.00 | 0.00 |
SPDR SERIES TRUSTSOLE | BLOOMBERG INVT | 64.69K | SH | $1.99M 1.86% | 64.69K | 0.00 | 0.00 |
CNA FINL CORPSOLE | COM | 40.51K | SH | $1.88M 1.76% | 40.51K | 0.00 | 0.00 |
CVS HEALTH CORPSOLE | COM | 26.50K | SH | $1.83M 1.71% | 26.50K | 0.00 | 0.00 |
APPLE INCSOLE | COM | 8.88K | SH | $1.82M 1.70% | 8.88K | 0.00 | 0.00 |
ISHARES TRSOLE | ISHS 1-5YR INVS | 33.63K | SH | $1.77M 1.66% | 33.63K | 0.00 | 0.00 |
VERIZON COMMUNICATIONS INCSOLE | COM | 39.64K | SH | $1.72M 1.60% | 39.64K | 0.00 | 0.00 |
OLD REP INTL CORPSOLE | COM | 44.30K | SH | $1.70M 1.59% | 44.30K | 0.00 | 0.00 |
TORONTO DOMINION BK ONTSOLE | COM NEW | 23.07K | SH | $1.69M 1.58% | 23.07K | 0.00 | 0.00 |
SPDR S&P 500 ETF TRSOLE | TR UNIT | 2.67K | SH | $1.65M 1.54% | 2.67K | 0.00 | 0.00 |
PIMCO ETF TRSOLE | 1-5 US TIP IDX | 30.04K | SH | $1.62M 1.51% | 30.04K | 0.00 | 0.00 |
KINDER MORGAN INC DELSOLE | COM | 53.26K | SH | $1.57M 1.46% | 53.26K | 0.00 | 0.00 |
COMCAST CORP NEWSOLE | CL A | 41.31K | SH | $1.47M 1.38% | 41.31K | 0.00 | 0.00 |
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