Hudson-Portfolio-Management

AI_NATIVE detailed information: This accession holds the following tickers:[
  "ALKS",
  "JAZZ",
  "QRVO",
  null,
  "QSR",
  "PLAB",
  "ABBV",
  "BABA",
  "ALL",
  "GOOGL",
  "T",
  "LOW",
  "LCII",
  "MLCO",
  "SBH",
  "HMC",
  "ITW",
  null,
  "IFN",
  null,
  null,
  null,
  "MXF",
  "JOF",
  "KMI",
  "MDT",
  "MSFT",
  "DXC",
  "GF",
  "OMC",
  "EFG",
  "ORCL",
  "EEM",
  "PYPL",
  null,
  null,
  null,
  "PBR",
  null,
  "AAPL",
  "SPY",
  null,
  "INTC",
  "LMT",
  "VZ",
  "AMGN",
  null,
  null,
  "RIO",
  "SHEL",
  "RTX",
  "SBUX",
  "VIV",
  "CI",
  "TD",
  "TM",
  "TRV",
  "UTHR",
  "AB",
  "TTE",
  "TWN",
  "WGO",
  "SNY",
  "TSM",
  "GSK",
  "PRGO",
  "IP",
  "F",
  "CAH",
  null,
  "EEFT",
  "AMZN",
  "OLN",
  "SIRI",
  "FAF",
  "BBCA",
  null,
  "VST",
  "WPP",
  "WPC",
  "NXST",
  "FNF",
  "MTB",
  "NOK",
  "INFY",
  "TRP",
  "BPOP",
  null,
  "ORI",
  null,
  null,
  "UHS",
  "MELI",
  "MCK",
  null,
  "FDX",
  "ALLY",
  "BK",
  "CHRW",
  "CBOE",
  "CLVT",
  "CNA",
  "CMCSA",
  "CTSH",
  "CVS",
  "DLX",
  "EWJ",
  "EFA",
  "VOD",
  "QQQ",
  "IWM",
  "GOOG",
  "JNJ"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-05-14
Total Holdings: 113
Total Value: 104148356
Accession Number: 0001172661-25-001830
Form Type: 13F-HR
CIK: hudson-portfolio-management
Manager Name: Hudson-Portfolio-Management

Data Enrichment

84% identified

95 identified18 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

113 positions • $104.1M total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

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RTX Corp

RTX|75513E101

Shares:7.0K

Value:$929.7K

% of Portfolio:0.9% ($929.7K/$104.1M)

TOYOTA MOTOR CORP/

TM|892331307

Shares:5.2K

Value:$922.4K

% of Portfolio:0.9% ($922.4K/$104.1M)

Shell plc

SHEL|780259305

Shares:11.8K

Value:$862.7K

% of Portfolio:0.8% ($862.7K/$104.1M)

AT&T INC.

T|00206R102

Shares:29.8K

Value:$843.9K

% of Portfolio:0.8% ($843.9K/$104.1M)

GSK plc

GSK|37733W204

Shares:21.0K

Value:$812.1K

% of Portfolio:0.8% ($812.1K/$104.1M)

INTEL CORP

INTC|458140100

Shares:34.9K

Value:$791.7K

% of Portfolio:0.8% ($791.7K/$104.1M)

Ally Financial Inc.

ALLY|02005N100

Shares:21.2K

Value:$774.6K

% of Portfolio:0.7% ($774.6K/$104.1M)

OMNICOM GROUP INC.

OMC|681919106

Shares:8.7K

Value:$721.3K

% of Portfolio:0.7% ($721.3K/$104.1M)

MERCADOLIBRE INC

MELI|58733R102

Shares:367

Value:$716.0K

% of Portfolio:0.7% ($716.0K/$104.1M)

PayPal Holdings, Inc.

PYPL|70450Y103

Shares:10.7K

Value:$697.1K

% of Portfolio:0.7% ($697.1K/$104.1M)

UNITED THERAPEUTICS Corp

UTHR|91307C102

Shares:2.2K

Value:$692.1K

% of Portfolio:0.7% ($692.1K/$104.1M)

Medtronic plc

MDT|G5960L103

Shares:7.7K

Value:$689.2K

% of Portfolio:0.7% ($689.2K/$104.1M)

C. H. ROBINSON WORLDWIDE, INC.

CHRW|12541W209

Shares:6.6K

Value:$678.4K

% of Portfolio:0.7% ($678.4K/$104.1M)

MICROSOFT CORP

MSFT|594918104

Shares:1.8K

Value:$675.7K

% of Portfolio:0.6% ($675.7K/$104.1M)

Sanofi

SNY|80105N105

Shares:11.7K

Value:$650.3K

% of Portfolio:0.6% ($650.3K/$104.1M)

464287655

IWM|464287655

Shares:3.0K

Value:$604.1K

% of Portfolio:0.6% ($604.1K/$104.1M)

464288679

Shares:5.3K

Value:$591.0K

% of Portfolio:0.6% ($591.0K/$104.1M)

TC ENERGY CORP

TRP|87807B107

Shares:11.6K

Value:$548.4K

% of Portfolio:0.5% ($548.4K/$104.1M)

PHOTRONICS INC

PLAB|719405102

Shares:26.1K

Value:$542.0K

% of Portfolio:0.5% ($542.0K/$104.1M)

ILLINOIS TOOL WORKS INC

ITW|452308109

Shares:2.2K

Value:$541.7K

% of Portfolio:0.5% ($541.7K/$104.1M)

Instrument	Shares		Other Manager	Value	% of Portfolio
RTX Corp(RTXcusip75513E101)	7.0K	QoQ -1.88% (-135) YoY-	All Managers (Combined)	$929.7K	0.9% ($929.7K/$104.1M)	QoQ +12.30% (-$101.9K) YoY-
TOYOTA MOTOR CORP/(TMcusip892331307)	5.2K	QoQ +10.23% (-485) YoY-	All Managers (Combined)	$922.4K	0.9% ($922.4K/$104.1M)	QoQ 0.00% (-$82) YoY-
Shell plc(SHELcusip780259305)	11.8K	QoQ -2.30% (-278) YoY-	All Managers (Combined)	$862.7K	0.8% ($862.7K/$104.1M)	QoQ +14.26% (-$107.7K) YoY-
AT&T INC.(Tcusip00206R102)	29.8K	QoQ -3.82% (-1.2K) YoY-	All Managers (Combined)	$843.9K	0.8% ($843.9K/$104.1M)	QoQ +19.44% (-$137.4K) YoY-
GSK plc(GSKcusip37733W204)	21.0K	QoQ -0.75% (-160) YoY-	All Managers (Combined)	$812.1K	0.8% ($812.1K/$104.1M)	QoQ +13.67% (-$97.7K) YoY-
INTEL CORP(INTCcusip458140100)	34.9K	QoQ -14.26% (-5.8K) YoY-	All Managers (Combined)	$791.7K	0.8% ($791.7K/$104.1M)	QoQ -2.89% (-$23.6K) YoY-
Ally Financial Inc.(ALLYcusip02005N100)	21.2K	QoQ -2.07% (-450) YoY-	All Managers (Combined)	$774.6K	0.7% ($774.6K/$104.1M)	QoQ -0.82% (-$6.4K) YoY-
OMNICOM GROUP INC.(OMCcusip681919106)	8.7K	QoQ 0.00% (-0) YoY-	All Managers (Combined)	$721.3K	0.7% ($721.3K/$104.1M)	QoQ -3.63% (-$27.2K) YoY-
MERCADOLIBRE INC(MELIcusip58733R102)	367	QoQ 0.00% (+0) YoY-	All Managers (Combined)	$716.0K	0.7% ($716.0K/$104.1M)	QoQ +14.72% (+$91.9K) YoY-
PayPal Holdings, Inc.(PYPLcusip70450Y103)	10.7K	QoQ -0.92% (-100) YoY-	All Managers (Combined)	$697.1K	0.7% ($697.1K/$104.1M)	QoQ -24.25% (-$223.3K) YoY-
UNITED THERAPEUTICS Corp(UTHRcusip91307C102)	2.2K	QoQ -1.23% (-28) YoY-	All Managers (Combined)	$692.1K	0.7% ($692.1K/$104.1M)	QoQ -13.70% (-$109.9K) YoY-
Medtronic plc(MDTcusipG5960L103)	7.7K	QoQ +26.98% (+1.6K) YoY-	All Managers (Combined)	$689.2K	0.7% ($689.2K/$104.1M)	QoQ +42.85% (+$206.8K) YoY-
C. H. ROBINSON WORLDWIDE, INC.(CHRWcusip12541W209)	6.6K	QoQ -1.34% (-90) YoY-	All Managers (Combined)	$678.4K	0.7% ($678.4K/$104.1M)	QoQ -2.21% (-$15.4K) YoY-
MICROSOFT CORP(MSFTcusip594918104)	1.8K	QoQ +222.58% (+1.2K) YoY-	All Managers (Combined)	$675.7K	0.6% ($675.7K/$104.1M)	QoQ +187.29% (+$440.5K) YoY-
Sanofi(SNYcusip80105N105)	11.7K	QoQ -2.49% (-300) YoY-	All Managers (Combined)	$650.3K	0.6% ($650.3K/$104.1M)	QoQ +12.12% (-$70.3K) YoY-
(IWMcusip464287655)	3.0K	QoQ -3.81% (-120) YoY-	All Managers (Combined)	$604.1K	0.6% ($604.1K/$104.1M)	QoQ -13.15% (-$91.5K) YoY-
(cusip464288679)✕	5.3K	QoQ -6.95% (-400) YoY-	All Managers (Combined)	$591.0K	0.6% ($591.0K/$104.1M)	QoQ -6.66% (-$42.2K) YoY-
TC ENERGY CORP(TRPcusip87807B107)	11.6K	QoQ -2.72% (-325) YoY-	All Managers (Combined)	$548.4K	0.5% ($548.4K/$104.1M)	QoQ -1.30% (-$7.2K) YoY-
PHOTRONICS INC(PLABcusip719405102)	26.1K	QoQ -0.76% (-200) YoY-	All Managers (Combined)	$542.0K	0.5% ($542.0K/$104.1M)	QoQ -12.55% (-$77.8K) YoY-
ILLINOIS TOOL WORKS INC(ITWcusip452308109)	2.2K	QoQ NEW(+2.2K) YoY-	All Managers (Combined)	$541.7K	0.5% ($541.7K/$104.1M)	QoQ NEW(+$541.7K) YoY-