Portfolio (Quarterly)
Guide ↗
Hudson Portfolio Management LLC
· CIK 0001847700| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | SON | SONOCO PRODS CO | Consumer Cyclical | 7,805.0 | $422K | 0.36% | NEW | — | $54.09 | -2.6% |
| 2 | TLTD | FLEXSHARES TR | — | 4,067.0 | $382K | 0.32% | NEW | — | $93.99 | +12.1% |
| 3 | CHDN | CHURCHILL DOWNS INC | Consumer Cyclical | 3,380.0 | $304K | 0.26% | NEW | — | $89.83 | +0.5% |
| 4 | NTAP | NETAPP INC | Technology | 2,345.0 | $240K | 0.20% | NEW | — | $102.39 | +81.1% |
| 5 | ACN | ACCENTURE PLC IRELAND | Technology | 1,171.0 | $232K | 0.20% | NEW | — | $198.29 | -2.6% |
① 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
24.8%
Healthcare
23.1%
Technology
20.4%
Consumer Cyclical
9.9%
Communication Services
9.5%
Energy
5.5%
Industrials
5.2%
Basic Materials
1.0%
Real Estate
0.7%