Portfolio (Quarterly)
Guide ↗
Hudson Portfolio Management LLC
· CIK 0001847700| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 21 | BABA | ALIBABA GROUP HLDG LTD | Consumer Cyclical | 2,460.0 | $309K | 0.26% | -660.0 | -21.1% | $125.46 | -10.9% |
| 22 | RIO | RIO TINTO PLC | Basic Materials | 3,285.0 | $306K | 0.26% | -1K | -23.6% | $93.29 | +10.2% |
| 23 | SLYG | SPDR SERIES TRUST | — | 2,325.0 | $225K | 0.19% | -2K | -45.6% | $96.62 | +17.5% |
| 24 | NOK | NOKIA CORP | Technology | 10,155.0 | $82K | 0.07% | -2K | -12.9% | $8.04 | +21.5% |
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%