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Portfolio (Quarterly) Guide ↗

Hudock, Inc.

· CIK 0001543536
13F Portfolio $781M AUM 217 positions Filed Jul 31, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 27 New 60 Added 39 Reduced 10 Exited
Page 3 of 11  ·  217 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 IGV ISHARES TR 36,216.0 $3.3M 0.42% +3K +8.0% $90.60 +12.6%
42 PG PROCTER & GAMBLE CO Consumer Defensive 19,445.0 $2.9M 0.36% $146.64 -2.4%
43 DIA STATE STR SPDR DOW JONES IND Financial Services 5,443.0 $2.8M 0.36% -29.0 -0.5% $522.43 +1.0%
44 XLU SELECT SECTOR SPDR TR 60,661.0 $2.8M 0.35% $45.34 -3.1%
45 BX BLACKSTONE INC Financial Services 22,369.0 $2.6M 0.34% $117.67 +20.9%
46 NWBI NORTHWEST BANCSHARES INC Financial Services 171,573.0 $2.6M 0.33% $15.16 +1.1%
47 AMZN AMAZON COM INC Consumer Cyclical 10,242.0 $2.4M 0.31% -418.0 -3.9% $238.35 +9.5%
48 GOOG ALPHABET INC Communication Services 6,621.0 $2.3M 0.30% -157.0 -2.3% $353.34 -4.4%
49 KO COCA COLA CO Consumer Defensive 28,453.0 $2.3M 0.30% +330.0 +1.2% $81.27 +12.2%
50 IBM INTERNATIONAL BUSINESS MACHS Technology 8,190.0 $2.3M 0.29% -110.0 -1.3% $281.24 -16.5%
51 PMMF BLACKROCK ETF TRUST 21,431.0 $2.1M 0.28% NEW $100.31 -0.0%
52 ARTY ISHARES TR 28,210.0 $2.1M 0.28% -2K -6.8% $76.16 -3.2%
53 AMGN AMGEN INC Healthcare 5,733.0 $2.1M 0.27% +66.0 +1.2% $362.13 +19.7%
54 AMAT APPLIED MATLS INC Technology 2,825.0 $2.0M 0.26% -16.0 -0.6% $723.25 -32.4%
55 VXUS VANGUARD STAR FDS 22,673.0 $1.9M 0.25% +2K +11.3% $85.49 +1.6%
56 CSCO CISCO SYS INC Technology 16,312.0 $1.9M 0.24% $117.47 -6.8%
57 GOOGL ALPHABET INC Communication Services 5,157.0 $1.8M 0.24% -330.0 -6.0% $357.38 -4.8%
58 COWZ PACER FDS TR 28,860.0 $1.8M 0.23% -1K -4.7% $62.20 +14.8%
59 VZ VERIZON COMMUNICATIONS INC Communication Services 40,294.0 $1.7M 0.22% $42.34 +16.7%
60 MUB ISHARES TR 15,410.0 $1.7M 0.21% $107.62 -2.0%
Page 3 of 11  ·  217 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Financial Services 37.9%
Technology 23.2%
Healthcare 9.2%
Industrials 9.0%
Energy 4.8%
Consumer Defensive 4.6%
Communication Services 4.2%
Consumer Cyclical 3.4%
Utilities 2.5%
Basic Materials 1.1%