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Disclosery

13F-HR filed by Hudson Portfolio Management LLC

Hudson Portfolio Management LLC filed this 13F-HR for the quarter ended 2025-06-30, filed 2025-08-13, with 112 holding rows worth $106,969,448.

Accession
0001172661-25-003128
Filer
CIK 1847700
Filed
2025-08-13
Accepted by EDGAR
acceptance time not in the bulk data set
Ingested
Source
SEC quarterly data set

Original filing

13F report for Q2 2025

A holdings report, 112 entries on the cover page, a total value of $106,969,448 stated on the cover page (in dollars after the unit check, H1), rows summing to $106,969,448 with VALUE read as dollars as filed, 13F file number 028-21203. The quarter's positions are built on this report. The resolved quarter.

The information table after summing rows of one CUSIP and put or call (H4), with the CUSIP and issuer name as filed. Values in dollars after the unit check (method).

Issuer as filedCUSIPClassAmountValueValue read asType
Alphabet Inc. Reg. Shares C02079K107COM28,216$5,005,236dollars as filed
TAIWAN SEMICONDUCTOR MFG874039100SPONSORED ADS18,321$4,149,523dollars as filed
MCKESSON CORP COM58155Q103Stock5,626$4,122,620dollars as filed
iShares Floating Rate Bond ETF46429B655SHS64,827$3,307,495dollars as filed
iShares 0-5 Year TIPS Bond ETF46429B747SHS26,360$2,712,708dollars as filed
ALLSTATE CORP COM020002101Stock13,247$2,666,754dollars as filed
INFOSYS LTD SPONSORED ADR456788108ADR136,765$2,534,255dollars as filed
SPDR SER TR78464A359BBG CONV SEC ETF26,720$2,208,679dollars as filed
iShares MSCI Japan ETF46434G822SHS29,089$2,180,802dollars as filed
ISHARES INC MSCI EURZONE ETF464286608MSCI EURZONE ETF36,382$2,162,910dollars as filed
Oracle Corporation68389X105COM9,593$2,097,318dollars as filed
BANK OF NY MELLON CORP COM064058100Stock22,145$2,017,631dollars as filed
PIMCO ETF TR72201R833ENHAN SHRT MA AC20,007$2,011,424dollars as filed
SPDR Bloomberg Investment Grade Floating Rate ETF78468R200SHS64,685$1,994,239dollars as filed
CNA FINL CORP126117100COM40,505$1,884,698dollars as filed
CVS Health Corporation126650100COM26,503$1,828,177dollars as filed
Apple Inc037833100COM8,883$1,822,525dollars as filed
ISHARES 1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF464288646ETF33,631$1,774,372dollars as filed
Verizon Communications Inc92343V104COM39,643$1,715,353dollars as filed
OLD REP INTL CORP COM680223104Stock44,305$1,703,084dollars as filed
TORONTO DOMINION BK ONT COM NEW891160509Stock23,068$1,694,345dollars as filed
SPY78462F103SHS2,667$1,647,806dollars as filed
PIMCO ETF TR72201R2051-5 US TIP IDX30,043$1,616,614dollars as filed
KINDER MORGAN INC DEL COM49456B101Stock53,256$1,565,726dollars as filed
Comcast Corp20030N101COM41,310$1,474,354dollars as filed
TOTALENERGIES SE89151E109SPONSORED ADS23,238$1,426,581dollars as filed
HONDA MOTOR CO LTD ADR ECH CNV IN 3438128308ADR48,765$1,405,895dollars as filed
ISHARES MSCI EAFE SMALL-CAP ETF464288273ETF19,320$1,404,178dollars as filed
RESTAURANT BRANDS INTL INC COM76131D103Stock19,042$1,262,294dollars as filed
ISHARES TR464287465MSCI EAFE ETF13,638$1,219,101dollars as filed
iShares U.S. Technology ETF464287721SHS6,730$1,166,107dollars as filed
ALKERMES PLCG01767105SHS37,775$1,080,743dollars as filed
Amgen Inc.031162100COM3,843$1,073,004dollars as filed
PERRIGO CO PLC SHSG97822103Stock40,124$1,072,113dollars as filed
J P MORGAN EXCHANGE TRADED F46641Q225BETA CDA ETF NEW13,208$1,065,886dollars as filed
Microsoft Corp594918104COM2,136$1,062,468dollars as filed
Raytheon Technologies Corporation75513E101COM6,889$1,005,932dollars as filed
NEXSTAR MEDIA GROUP INC COMMON STOCK65336K103Stock5,672$980,972dollars as filed
Johnson & Johnson478160104COM6,413$979,586dollars as filed
MERCADOLIBREINC58733R102STOK365$953,975dollars as filed
TOYOTA MOTOR CORP ADS892331307ADR5,455$939,678dollars as filed
ISHARES TR464288638ISHS 5-10YR INVT16,890$900,068dollars as filed
ISHARES TR4642886613 7 YR TREAS BD7,356$876,026dollars as filed
AT&T Inc00206R102COM29,417$851,328dollars as filed
SHELL PLC SPON ADS780259305ADR11,672$821,826dollars as filed
ALLY FINL INC COM02005N100Stock20,639$803,889dollars as filed
GSK PLC SPONSORED ADR37733W204ADR20,644$792,730dollars as filed
PAYPALHLDGSINC70450Y103STOK10,484$779,171dollars as filed
Medtronic PlcG5960L103COM8,760$763,609dollars as filed
iShares Short Treasury Bond ETF464288679SHS6,350$701,167dollars as filed
CARDINAL HEALTH INC14149Y108COM4,101$688,968dollars as filed
Intel Corp458140100COM29,946$670,790dollars as filed
Mexico Fund Inc/The592835102COM36,539$641,990dollars as filed
iShares Russell 2000 ETF464287655SHS2,961$638,954dollars as filed
UNITED THERAPEUTICS CORP DEL COM91307C102Stock2,210$635,044dollars as filed
OMNICOM GROUP INC COM681919106Stock8,700$625,878dollars as filed
C H ROBINSON WORLDWIDE IN COM NEW12541W209Stock6,440$617,918dollars as filed
POPULAR INC733174700COM NEW5,495$605,604dollars as filed
Amazon.com, Inc023135106COM2,709$594,328dollars as filed
ISHARES TR464287234MSCI EMG MKT ETF12,280$592,387dollars as filed
SANOFI SA SPONSORED ADR80105N105ADR11,525$556,773dollars as filed
TC ENERGY CORP87807B107COM11,341$553,327dollars as filed
ILLINOIS TOOL WKS INC452308109COM2,174$537,522dollars as filed
iShares iBoxx Inv Grade Corporate Bond ETF464287242SHS4,767$522,511dollars as filed
WP CAREY INC COM92936U109REIT8,167$509,457dollars as filed
VISTRA CORP COM92840M102Stock2,590$501,968dollars as filed
Cigna Corporation125523100COM1,512$499,837dollars as filed
UNIVERSAL HLTH SVCS INC CL B913903100Stock2,740$496,351dollars as filed
JAPAN SMALLER CAPITALIZATION47109U104COM51,481$496,277dollars as filed
COGNIZANT TECHNOLOGY SOLUTIONS CL A192446102Stock6,330$493,930dollars as filed
PHOTRONICS INC719405102COM26,110$491,651dollars as filed
LCI INDS50189K103COM5,021$457,865dollars as filed
SPDR SERIES TRUST78464a201ST STR SP600GRWO5,015$445,081dollars as filed
JAZZ PHARMACEUTICALS PLC SHS USDG50871105Stock4,100$435,092dollars as filed
Financial Select Sector SPDR Fund81369Y605SHS8,289$434,095dollars as filed
TRAVELERS COMPANIES INC COM89417E109Stock1,617$432,612dollars as filed
EURONET WORLDWIDE INC COM298736109Stock4,005$406,027dollars as filed
ALIBABA GROUP HLDG LTD01609W102SPONSORED ADS3,575$405,441dollars as filed
INVESCO QQQ TR46090E103COM710$391,664dollars as filed
NEW GERMANY FD INC644465106COM32,690$390,319dollars as filed
FIRST AMERN FINL CORP31847R102COM6,352$389,949dollars as filed
ALLIANCEBERNSTEIN HLDG L P01881G106UNIT LTD PARTN9,450$385,844dollars as filed
DELUXE CORP MEDIUM TERM NTS COM248019101Stock23,865$379,692dollars as filed
Taiwan Fund Inc/The/Md874036106COM8,420$377,300dollars as filed
QORVO INC COM74736K101Stock4,384$372,245dollars as filed
ISHARES INC46434G830MSCI ITALY ETF7,300$351,422dollars as filed
VODAFONE GROUP PLC SPONSORED ADR92857W308ADR29,957$319,342dollars as filed
OLIN CORP680665205COM PAR $115,370$308,783dollars as filed
WPP PLC NEW ADR92937A102ADR8,635$302,311dollars as filed
FIDELITY NATIONAL FINANCIAL31620R303FNF GROUP COM5,373$301,210dollars as filed
WINNEBAGO INDS INC974637100COM10,345$300,005dollars as filed
AbbVie,Inc.00287Y109COM1,560$289,567dollars as filed
Lockheed Martin Corporation539830109COM596$276,031dollars as filed
Starbucks Corporation855244109COM2,825$258,855dollars as filed
RIO TINTO PLC SPONSORED ADR767204100ADR4,300$250,819dollars as filed
PETROLEO BRASILEIRO S A71654V408SPONSORED ADR18,850$235,814dollars as filed
CBOE GLOBAL MKTS INC COM12503M108Stock1,010$235,542dollars as filed
DXC TECHNOLOGY CO COM23355L106Stock15,255$233,249dollars as filed
FEDEX CORP COM31428X106Stock1,010$229,583dollars as filed
M & T BK CORP COM55261F104Stock1,176$228,132dollars as filed
FORD MTR CO COM345370860Stock20,750$225,138dollars as filed
ISHARES MSCI EAFE GROWTH ETF464288885ETF1,950$218,400dollars as filed
SPDR SER TR78464A821S&P 400 MDCP GRW2,496$216,899dollars as filed
ISHARES TR LATN AMER 40 ETF464287390LATN AMER 40 ETF8,105$212,432dollars as filed
Alphabet Inc. Reg. Shares A02079K305COM1,140$200,902dollars as filed
Accenture Plc Class AG1151C101COM671$200,555dollars as filed
ABERDEEN INDIA FD INC454089103COM10,823$178,904dollars as filed
SALLY BEAUTY HLDGS INC79546E104COM14,400$133,344dollars as filed
TELEFONICA BRASIL SA87936R205SPONSORED ADS16,084$84,119dollars as filed
MELCO RESORTS & ENTERTAINMENT585464100ADR11,115$80,361dollars as filed
CLARIVATE PLCG21810109ORD SHS17,000$73,100dollars as filed
NOKIA CORP654902204SPONSORED ADR12,155$62,963dollars as filed

Amendment chain

FilingRoleFiledAcceptedIngested
13F-HR 0001172661-25-003128this filing2025-08-13acceptance time not in the bulk data set