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13F-HR filed by Hudson Portfolio Management LLC

Hudson Portfolio Management LLC filed this 13F-HR for the quarter ended 2025-09-30, filed 2025-11-14, with 110 holding rows worth $112,872,007.

Accession
0001172661-25-004898
Filed
2025-11-14
Accepted by EDGAR
acceptance time not in the bulk data set
Ingested
Source
SEC quarterly data set

Original filing

13F report for Q3 2025

A holdings report, 110 entries on the cover page, a total value of $112,872,007 stated on the cover page (in dollars after the unit check, H1), rows summing to $112,872,007 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 C02079K107COM27,408$6,675,218dollars as filed
TAIWAN SEMICONDUCTOR MFG874039100SPONSORED ADS17,687$4,939,802dollars as filed
MCKESSON CORP COM58155Q103Stock5,541$4,280,644dollars as filed
iShares 0-5 Year TIPS Bond ETF46429B747SHS34,276$3,542,767dollars as filed
iShares Floating Rate Bond ETF46429B655SHS61,497$3,141,596dollars as filed
ALLSTATE CORP COM020002101Stock12,737$2,733,997dollars as filed
SPDR SER TR78464A359BBG CONV SEC ETF26,586$2,406,037dollars as filed
BANK OF NY MELLON CORP COM064058100Stock21,958$2,392,544dollars as filed
ISHARES 1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF464288646ETF43,506$2,307,123dollars as filed
iShares MSCI Japan ETF46434G822SHS28,614$2,295,129dollars as filed
ISHARES INC MSCI EURZONE ETF464286608MSCI EURZONE ETF35,732$2,213,240dollars as filed
Apple Inc037833100COM8,593$2,188,036dollars as filed
INFOSYS LTD SPONSORED ADR456788108ADR134,465$2,187,746dollars as filed
Oracle Corporation68389X105COM7,679$2,159,642dollars as filed
CVS Health Corporation126650100COM25,953$1,956,597dollars as filed
OLD REP INTL CORP COM680223104Stock43,810$1,860,611dollars as filed
CNA FINL CORP126117100COM39,680$1,843,533dollars as filed
SPY78462F103SHS2,667$1,776,702dollars as filed
Verizon Communications Inc92343V104COM39,263$1,725,609dollars as filed
TORONTO DOMINION BK ONT COM NEW891160509Stock21,538$1,721,963dollars as filed
PIMCO ETF TR72201R2051-5 US TIP IDX31,686$1,716,687dollars as filed
PIMCO ETF TR72201R833ENHAN SHRT MA AC16,927$1,704,400dollars as filed
J P MORGAN EXCHANGE TRADED F46641Q225BETA CDA ETF NEW17,535$1,529,578dollars as filed
KINDER MORGAN INC DEL COM49456B101Stock53,006$1,500,600dollars as filed
HONDA MOTOR CO LTD ADR ECH CNV IN 3438128308ADR47,640$1,467,312dollars as filed
ISHARES MSCI EAFE SMALL-CAP ETF464288273ETF19,065$1,462,667dollars as filed
Comcast Corp20030N101COM43,964$1,381,349dollars as filed
SPDR Bloomberg Investment Grade Floating Rate ETF78468R200SHS44,560$1,375,122dollars as filed
TOTALENERGIES SE89151E109SPONSORED ADS22,938$1,369,169dollars as filed
ISHARES TR464287465MSCI EAFE ETF14,499$1,353,772dollars as filed
iShares U.S. Technology ETF464287721SHS6,435$1,260,359dollars as filed
RESTAURANT BRANDS INTL INC COM76131D103Stock18,942$1,214,940dollars as filed
Johnson & Johnson478160104COM6,363$1,179,827dollars as filed
Microsoft Corp594918104COM2,131$1,103,751dollars as filed
ALKERMES PLCG01767105SHS36,455$1,093,650dollars as filed
Amgen Inc.031162100COM3,793$1,070,385dollars as filed
Raytheon Technologies Corporation75513E101COM6,344$1,061,542dollars as filed
TOYOTA MOTOR CORP ADS892331307ADR5,405$1,032,841dollars as filed
NEXSTAR MEDIA GROUP INC COMMON STOCK65336K103Stock5,177$1,023,700dollars as filed
UNITED THERAPEUTICS CORP DEL COM91307C102Stock2,190$918,070dollars as filed
GSK PLC SPONSORED ADR37733W204ADR20,437$882,061dollars as filed
MERCADOLIBREINC58733R102STOK362$845,972dollars as filed
C H ROBINSON WORLDWIDE IN COM NEW12541W209Stock6,340$839,416dollars as filed
Honeywell Technologies438516106COM3,975$836,738dollars as filed
Medtronic PlcG5960L103COM8,760$834,302dollars as filed
AT&T Inc00206R102COM29,253$826,105dollars as filed
SHELL PLC SPON ADS780259305ADR11,472$820,592dollars as filed
ALLY FINL INC COM02005N100Stock19,589$767,889dollars as filed
Mexico Fund Inc/The592835102COM36,039$709,968dollars as filed
ISHARES TR464288638ISHS 5-10YR INVT13,090$708,038dollars as filed
OMNICOM GROUP INC COM681919106Stock8,680$707,680dollars as filed
POPULAR INC733174700COM NEW5,495$697,920dollars as filed
PAYPALHLDGSINC70450Y103STOK10,259$687,969dollars as filed
ISHARES TR464287234MSCI EMG MKT ETF12,730$679,782dollars as filed
iShares Russell 2000 ETF464287655SHS2,731$660,793dollars as filed
ISHARES TR4642886613 7 YR TREAS BD5,506$658,022dollars as filed
CARDINAL HEALTH INC14149Y108COM4,101$643,693dollars as filed
ALIBABA GROUP HLDG LTD01609W102SPONSORED ADS3,445$615,725dollars as filed
TC ENERGY CORP87807B107COM11,016$599,381dollars as filed
PHOTRONICS INC719405102COM26,110$599,225dollars as filed
Amazon.com, Inc023135106COM2,689$590,424dollars as filed
iShares iBoxx Inv Grade Corporate Bond ETF464287242SHS5,207$580,424dollars as filed
ILLINOIS TOOL WKS INC452308109COM2,174$566,892dollars as filed
UNIVERSAL HLTH SVCS INC CL B913903100Stock2,720$556,077dollars as filed
WP CAREY INC COM92936U109REIT8,167$551,844dollars as filed
JAPAN SMALLER CAPITALIZATION47109U104COM50,781$535,232dollars as filed
JAZZ PHARMACEUTICALS PLC SHS USDG50871105Stock4,050$533,790dollars as filed
PERRIGO CO PLC SHSG97822103Stock23,909$532,453dollars as filed
SANOFI SA SPONSORED ADR80105N105ADR11,225$529,820dollars as filed
COGNIZANT TECHNOLOGY SOLUTIONS CL A192446102Stock7,505$503,360dollars as filed
DELUXE CORP MEDIUM TERM NTS COM248019101Stock25,290$489,614dollars as filed
iShares Short Treasury Bond ETF464288679SHS4,400$486,156dollars as filed
LCI INDS50189K103COM4,971$463,049dollars as filed
TRAVELERS COMPANIES INC COM89417E109Stock1,617$451,499dollars as filed
Taiwan Fund Inc/The/Md874036106COM8,320$450,278dollars as filed
SPDR SERIES TRUST78464a201ST STR SP600GRWO4,700$443,257dollars as filed
Financial Select Sector SPDR Fund81369Y605SHS8,189$441,141dollars as filed
INVESCO QQQ TR46090E103COM710$426,263dollars as filed
FIRST AMERN FINL CORP31847R102COM6,352$408,052dollars as filed
Cigna Corporation125523100COM1,412$407,009dollars as filed
QORVO INC COM74736K101Stock4,384$399,295dollars as filed
PETROLEO BRASILEIRO S A71654V408SPONSORED ADR31,250$395,625dollars as filed
EURONET WORLDWIDE INC COM298736109Stock4,480$393,389dollars as filed
OLIN CORP680665205COM PAR $115,295$382,222dollars as filed
ISHARES INC46434G830MSCI ITALY ETF7,300$379,235dollars as filed
NEW GERMANY FD INC644465106COM32,690$377,896dollars as filed
AbbVie,Inc.00287Y109COM1,560$361,202dollars as filed
ALLIANCEBERNSTEIN HLDG L P01881G106UNIT LTD PARTN9,450$361,179dollars as filed
VODAFONE GROUP PLC SPONSORED ADR92857W308ADR28,857$334,741dollars as filed
NOVO-NORDISK A S ADR670100205ADR5,415$300,478dollars as filed
Lockheed Martin Corporation539830109COM596$297,529dollars as filed
VISTRA CORP COM92840M102Stock1,475$288,982dollars as filed
RIO TINTO PLC SPONSORED ADR767204100ADR4,300$283,843dollars as filed
FIDELITY NATIONAL FINANCIAL31620R303FNF GROUP COM4,573$276,621dollars as filed
WINNEBAGO INDS INC974637100COM7,745$258,993dollars as filed
FORD MTR CO COM345370860Stock20,350$243,386dollars as filed
FEDEX CORP COM31428X106Stock1,010$238,168dollars as filed
Starbucks Corporation855244109COM2,775$234,765dollars as filed
SALLY BEAUTY HLDGS INC79546E104COM14,400$234,432dollars as filed
Merck & Co.,Inc.58933Y105COM2,791$234,249dollars as filed
ISHARES TR LATN AMER 40 ETF464287390LATN AMER 40 ETF8,105$234,153dollars as filed
Alphabet Inc. Reg. Shares A02079K305COM960$233,376dollars as filed
M & T BK CORP COM55261F104Stock1,176$232,401dollars as filed
SPDR SER TR78464A821S&P 400 MDCP GRW2,511$229,983dollars as filed
Lowes Companies,Inc.548661107COM890$223,666dollars as filed
ISHARES MSCI EAFE GROWTH ETF464288885ETF1,840$209,539dollars as filed
DXC TECHNOLOGY CO COM23355L106Stock14,655$199,748dollars as filed
ABERDEEN INDIA FD INC454089103COM10,823$158,557dollars as filed
TELEFONICA S A SPONSORED ADR879382208ADR15,694$79,726dollars as filed
NOKIA CORP654902204SPONSORED ADR12,155$58,466dollars as filed

Amendment chain

FilingRoleFiledAcceptedIngested
13F-HR 0001172661-25-004898this filing2025-11-14acceptance time not in the bulk data set