Hudson Portfolio Management LLC: 13F holdings
CIK 18477002026Q2
| Positions | 117 |
|---|
| Reported value | $132.3m |
|---|
| Filed | 2026-08-12 |
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Change since last quarter
| Positions | 117 (+6 vs prior quarter) |
|---|
| Reported value | $132.3m (+11.4%) |
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Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| TSM TAIWAN SEMICONDUCTOR MANUFAC | 16,894 | $8.1m | 6.1% |
| GOOG ALPHABET INC | 22,215 | $7.8m | 5.9% |
| EWJ ISHARES INC | 43,973 | $4.1m | 3.1% |
| MCK MCKESSON CORP | 5,391 | $4.1m | 3.1% |
| STIP ISHARES TR | 37,523 | $3.8m | 2.9% |
| IGSB ISHARES TR | 63,361 | $3.3m | 2.5% |
| CWB SPDR SERIES TRUST | 29,967 | $3.2m | 2.4% |
| BNY BANK OF NY MELLON CORP | 21,708 | $3.1m | 2.4% |
| SHV ISHARES TR | 28,310 | $3.1m | 2.4% |
| ALL ALLSTATE CORP | 12,642 | $3.0m | 2.3% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1847700")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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