account_balance
Investment manager · 13F filer · SEC CIK 1847700
Hudson Portfolio Management LLC
Reported value$131Mas of Sep 30, 2026
Positions120 8 new, 5 sold out
Top 10 weight32.4%TSM alone is 6%
FiledNov 1041 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
TSMTaiwan Semiconductor Manufacturing Co Ltd
5.8%
GOOGAlphabet Inc.
5.8%
MCKMcKesson Corp
3.5%
EWJiShares Inc
3.4%Added +6%
STIPiShares Tr
2.7%Trimmed −5%
AAPLApple Inc.
2.3%
CWBSPDR Series Trust
2.3%Trimmed −2%
BNYBank of New York Mellon Corp
2.2%Trimmed −6%
IGSBiShares Tr
2.2%Trimmed −10%
ALLAllstate Corp
2.1%
EZUiShares Inc
1.8%
CVSCVS Health Corp
1.7%
TSMTaiwan Semiconductor Manufacturing Co Ltd
5.8%
GOOGAlphabet Inc.
5.8%
MCKMcKesson Corp
3.5%
EWJiShares Inc
3.4%+6%
STIPiShares Tr
2.7%−5%
AAPLApple Inc.
2.3%
CWBSPDR Series Trust
2.3%
BNYBank of New York Mellon Corp
2.2%
IGSBiShares Tr
2.2%
EZU1.8%
CVS1.7%Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
TSM Taiwan Semiconductor Manufacturing Co Ltd 5.8% HeldGOOG Alphabet Inc. 5.8% HeldMCK McKesson Corp 3.5% Held
EWJ iShares Inc 3.4% Added +6%
STIP iShares Tr 2.7% Trimmed −5%
AAPL Apple Inc. 2.3% HeldCWB SPDR Series Trust 2.3% Trimmed −2%
BNY Bank of New York Mellon Corp 2.2% Trimmed −6%IGSB iShares Tr 2.2% Trimmed −10%
ALL Allstate Corp 2.1% HeldEZU iShares Inc 1.8% Held
CVS CVS Health Corp 1.7% HeldWhat changed
Biggest moves since Jun 30, 2026
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