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Portfolio (Quarterly) Guide ↗

Hudson Capital Management LLC

· CIK 0001727342
13F Portfolio $414M AUM 74 positions Filed Jul 14, 2026 EDGAR ↗ ← All Funds
Q2 2026 · All 74 New
Page 3 of 4  ·  74 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 CTSH COGNIZANT TECHNOLOGY SOLUTIO Technology 89,427.0 $3.5M 0.84% NEW $38.73 +60.3%
42 IVW ISHARES TR 22,754.0 $3.1M 0.76% NEW $137.53 +0.8%
43 ADP AUTOMATIC DATA PROCESSING IN Industrials 9,900.0 $2.2M 0.54% NEW $223.94 +25.7%
44 GLD SPDR GOLD TR Financial Services 4,568.0 $1.7M 0.41% NEW $368.38 +14.4%
45 NVDA NVIDIA CORPORATION Technology 6,796.0 $1.4M 0.33% NEW $200.09 +4.8%
46 VTI VANGUARD INDEX FDS 2,868.0 $1.1M 0.26% NEW $370.10 +2.2%
47 IVV ISHARES TR 1,402.0 $1.1M 0.25% NEW $749.10 +2.7%
48 IWF ISHARES TR 6,108.0 $758K 0.18% NEW $124.17 -1.9%
49 IEMG ISHARES INC 5,576.0 $462K 0.11% NEW $82.84 -1.2%
50 GS GOLDMAN SACHS GROUP INC Financial Services 453.0 $458K 0.11% NEW $1011.37 +2.9%
51 IBM INTERNATIONAL BUSINESS MACHS Technology 1,626.0 $457K 0.11% NEW $281.21 -18.3%
52 TOTL SSGA ACTIVE ETF TR 11,415.0 $451K 0.11% NEW $39.47 -1.4%
53 GOOG ALPHABET INC 1,158.0 $409K 0.10% NEW $353.33
54 META META PLATFORMS INC Communication Services 725.0 $408K 0.10% NEW $563.14 +2.3%
55 QQQ INVESCO QQQ TR Financial Services 512.0 $377K 0.09% NEW $736.40 -3.4%
56 XOM EXXON MOBIL CORP Energy 2,707.0 $370K 0.09% NEW $136.72 +15.7%
57 MSFT MICROSOFT CORP Technology 960.0 $358K 0.09% NEW $372.83 +33.1%
58 AMZN AMAZON COM INC Consumer Cyclical 1,500.0 $358K 0.09% NEW $238.34 +9.2%
59 PEG PUBLIC SVC ENTERPRISE GROUP Utilities 4,127.0 $335K 0.08% NEW $81.15 -8.8%
60 MU MICRON TECHNOLOGY INC Technology 282.0 $326K 0.08% NEW $1154.29 -18.7%
Page 3 of 4  ·  74 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
Technology 24.5%
Financial Services 15.6%
Healthcare 12.1%
Consumer Cyclical 10.8%
Industrials 9.7%
Communication Services 6.9%
Consumer Defensive 6.2%
Energy 4.2%
Basic Materials 3.9%
Utilities 3.1%