Filed: 11/14/2025ACC: 0001172661-25-004898
📋 What this filing means
HUDSON PORTFOLIO MANAGEMENT LLC filed this quarterly 13F‑HR report disclosing 110 equity positions with a total reported market value of $112.87M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
110
Positions
$112.87M
Total AUM (reported)
1.74M
Total Shares
Allocation by class
COM$45.71M40.5%
SPONSORED ADS$6.92M6.1%
CAP STK CL C$6.68M5.9%
SPONSORED ADR$4.75M4.2%
0-5 YR TIPS ETF$3.54M3.1%
COM NEW$3.26M2.9%
FLTG RATE NT ETF$3.14M2.8%
Portfolio Concentration
Top 3$15.90M14.1%
4–10$18.82M16.7%
11–25$27.55M24.4%
Rest$50.60M44.8%
Top 3 weight
14.1%
Top 10 weight
30.8%
Voting Authority Distribution
Total shares with voting rights: 1.74M
Sole
Full voting authority
1.74M
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)
Sole110
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings110
Rows:
ALPHABET INC
SOLEShares27.41K
TypeSH
Market value$6.68M
5.91%
Sole
27.41K
Shared
0.00
None
0.00
TAIWAN SEMICONDUCTOR MFG LTD
SOLEShares17.69K
TypeSH
Market value$4.94M
4.38%
Sole
17.69K
Shared
0.00
None
0.00
MCKESSON CORP
SOLEShares5.54K
TypeSH
Market value$4.28M
3.79%
Sole
5.54K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares34.28K
TypeSH
Market value$3.54M
3.14%
Sole
34.28K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares61.50K
TypeSH
Market value$3.14M
2.78%
Sole
61.50K
Shared
0.00
None
0.00
ALLSTATE CORP
SOLEShares12.74K
TypeSH
Market value$2.73M
2.42%
Sole
12.74K
Shared
0.00
None
0.00
SPDR SERIES TRUST
SOLEShares26.59K
TypeSH
Market value$2.41M
2.13%
Sole
26.59K
Shared
0.00
None
0.00
BANK NEW YORK MELLON CORP
SOLEShares21.96K
TypeSH
Market value$2.39M
2.12%
Sole
21.96K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares43.51K
TypeSH
Market value$2.31M
2.04%
Sole
43.51K
Shared
0.00
None
0.00
ISHARES INC
SOLEShares28.61K
TypeSH
Market value$2.30M
2.03%
Sole
28.61K
Shared
0.00
None
0.00
ISHARES INC
SOLEShares35.73K
TypeSH
Market value$2.21M
1.96%
Sole
35.73K
Shared
0.00
None
0.00
APPLE INC
SOLEShares8.59K
TypeSH
Market value$2.19M
1.94%
Sole
8.59K
Shared
0.00
None
0.00
INFOSYS LTD
SOLEShares134.47K
TypeSH
Market value$2.19M
1.94%
Sole
134.47K
Shared
0.00
None
0.00
ORACLE CORP
SOLEShares7.68K
TypeSH
Market value$2.16M
1.91%
Sole
7.68K
Shared
0.00
None
0.00
CVS HEALTH CORP
SOLEShares25.95K
TypeSH
Market value$1.96M
1.73%
Sole
25.95K
Shared
0.00
None
0.00
OLD REP INTL CORP
SOLEShares43.81K
TypeSH
Market value$1.86M
1.65%
Sole
43.81K
Shared
0.00
None
0.00
CNA FINL CORP
SOLEShares39.68K
TypeSH
Market value$1.84M
1.63%
Sole
39.68K
Shared
0.00
None
0.00
SPDR S&P 500 ETF TR
SOLEShares2.67K
TypeSH
Market value$1.78M
1.57%
Sole
2.67K
Shared
0.00
None
0.00
VERIZON COMMUNICATIONS INC
SOLEShares39.26K
TypeSH
Market value$1.73M
1.53%
Sole
39.26K
Shared
0.00
None
0.00
TORONTO DOMINION BK ONT
SOLEShares21.54K
TypeSH
Market value$1.72M
1.53%
Sole
21.54K
Shared
0.00
None
0.00
PIMCO ETF TR
SOLEShares31.69K
TypeSH
Market value$1.72M
1.52%
Sole
31.69K
Shared
0.00
None
0.00
PIMCO ETF TR
SOLEShares16.93K
TypeSH
Market value$1.70M
1.51%
Sole
16.93K
Shared
0.00
None
0.00
J P MORGAN EXCHANGE TRADED F
SOLEShares17.54K
TypeSH
Market value$1.53M
1.36%
Sole
17.54K
Shared
0.00
None
0.00
KINDER MORGAN INC DEL
SOLEShares53.01K
TypeSH
Market value$1.50M
1.33%
Sole
53.01K
Shared
0.00
None
0.00
HONDA MOTOR LTD
SOLEShares47.64K
TypeSH
Market value$1.47M
1.30%
Sole
47.64K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
ALPHABET INCSOLE | CAP STK CL C | 27.41K | SH | $6.68M 5.91% | 27.41K | 0.00 | 0.00 |
TAIWAN SEMICONDUCTOR MFG LTDSOLE | SPONSORED ADS | 17.69K | SH | $4.94M 4.38% | 17.69K | 0.00 | 0.00 |
MCKESSON CORPSOLE | COM | 5.54K | SH | $4.28M 3.79% | 5.54K | 0.00 | 0.00 |
ISHARES TRSOLE | 0-5 YR TIPS ETF | 34.28K | SH | $3.54M 3.14% | 34.28K | 0.00 | 0.00 |
ISHARES TRSOLE | FLTG RATE NT ETF | 61.50K | SH | $3.14M 2.78% | 61.50K | 0.00 | 0.00 |
ALLSTATE CORPSOLE | COM | 12.74K | SH | $2.73M 2.42% | 12.74K | 0.00 | 0.00 |
SPDR SERIES TRUSTSOLE | BBG CONV SEC ETF | 26.59K | SH | $2.41M 2.13% | 26.59K | 0.00 | 0.00 |
BANK NEW YORK MELLON CORPSOLE | COM | 21.96K | SH | $2.39M 2.12% | 21.96K | 0.00 | 0.00 |
ISHARES TRSOLE | ISHS 1-5YR INVS | 43.51K | SH | $2.31M 2.04% | 43.51K | 0.00 | 0.00 |
ISHARES INCSOLE | MSCI JPN ETF NEW | 28.61K | SH | $2.30M 2.03% | 28.61K | 0.00 | 0.00 |
ISHARES INCSOLE | MSCI EURZONE ETF | 35.73K | SH | $2.21M 1.96% | 35.73K | 0.00 | 0.00 |
APPLE INCSOLE | COM | 8.59K | SH | $2.19M 1.94% | 8.59K | 0.00 | 0.00 |
INFOSYS LTDSOLE | SPONSORED ADR | 134.47K | SH | $2.19M 1.94% | 134.47K | 0.00 | 0.00 |
ORACLE CORPSOLE | COM | 7.68K | SH | $2.16M 1.91% | 7.68K | 0.00 | 0.00 |
CVS HEALTH CORPSOLE | COM | 25.95K | SH | $1.96M 1.73% | 25.95K | 0.00 | 0.00 |
OLD REP INTL CORPSOLE | COM | 43.81K | SH | $1.86M 1.65% | 43.81K | 0.00 | 0.00 |
CNA FINL CORPSOLE | COM | 39.68K | SH | $1.84M 1.63% | 39.68K | 0.00 | 0.00 |
SPDR S&P 500 ETF TRSOLE | TR UNIT | 2.67K | SH | $1.78M 1.57% | 2.67K | 0.00 | 0.00 |
VERIZON COMMUNICATIONS INCSOLE | COM | 39.26K | SH | $1.73M 1.53% | 39.26K | 0.00 | 0.00 |
TORONTO DOMINION BK ONTSOLE | COM NEW | 21.54K | SH | $1.72M 1.53% | 21.54K | 0.00 | 0.00 |
PIMCO ETF TRSOLE | 1-5 US TIP IDX | 31.69K | SH | $1.72M 1.52% | 31.69K | 0.00 | 0.00 |
PIMCO ETF TRSOLE | ENHAN SHRT MA AC | 16.93K | SH | $1.70M 1.51% | 16.93K | 0.00 | 0.00 |
J P MORGAN EXCHANGE TRADED FSOLE | BETABUILDERS CDA | 17.54K | SH | $1.53M 1.36% | 17.54K | 0.00 | 0.00 |
KINDER MORGAN INC DELSOLE | COM | 53.01K | SH | $1.50M 1.33% | 53.01K | 0.00 | 0.00 |
HONDA MOTOR LTDSOLE | ADR ECH CNV IN 3 | 47.64K | SH | $1.47M 1.30% | 47.64K | 0.00 | 0.00 |
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