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13F-HR filed by Hudson Portfolio Management LLC

Hudson Portfolio Management LLC filed this 13F-HR for the quarter ended 2026-03-31, filed 2026-05-14, with 111 holding rows worth $118,704,594.

Accession
0001172661-26-001950
Filed
2026-05-14
Accepted by EDGAR
acceptance time not in the bulk data set
Ingested
Source
SEC quarterly data set

Original filing

13F report for Q1 2026

A holdings report, 111 entries on the cover page, a total value of $118,704,594 stated on the cover page (in dollars after the unit check, H1), rows summing to $118,704,594 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 C02079K107COM23,574$6,762,438dollars as filed
TAIWAN SEMICONDUCTOR MFG874039100SPONSORED ADS16,981$5,738,729dollars as filed
MCKESSON CORP COM58155Q103Stock5,408$4,679,867dollars as filed
iShares 0-5 Year TIPS Bond ETF46429B747SHS35,033$3,623,463dollars as filed
iShares MSCI Japan ETF46434G822SHS39,793$3,360,121dollars as filed
ISHARES 1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF464288646ETF60,046$3,156,018dollars as filed
SPDR SER TR78464A359BBG CONV SEC ETF29,642$2,712,845dollars as filed
ALLSTATE CORP COM020002101Stock12,737$2,640,890dollars as filed
BANK OF NY MELLON CORP COM064058100Stock21,958$2,604,878dollars as filed
ISHARES INC MSCI EURZONE ETF464286608MSCI EURZONE ETF35,643$2,232,678dollars as filed
Apple Inc037833100COM8,593$2,180,817dollars as filed
iShares Floating Rate Bond ETF46429B655SHS41,137$2,095,930dollars as filed
iShares Short Treasury Bond ETF464288679SHS18,360$2,026,760dollars as filed
Verizon Communications Inc92343V104COM37,953$1,905,241dollars as filed
CVS Health Corporation126650100COM25,953$1,863,944dollars as filed
PIMCO ETF TR72201R2051-5 US TIP IDX34,248$1,853,043dollars as filed
INFOSYS LTD SPONSORED ADR456788108ADR136,990$1,850,735dollars as filed
J P MORGAN EXCHANGE TRADED F46641Q225BETA CDA ETF NEW19,662$1,849,408dollars as filed
CNA FINL CORP126117100COM40,130$1,842,770dollars as filed
SPY78462F103SHS2,695$1,752,666dollars as filed
TORONTO DOMINION BK ONT COM NEW891160509Stock18,653$1,740,511dollars as filed
PIMCO ETF TR72201R833ENHAN SHRT MA AC16,302$1,639,551dollars as filed
OLD REP INTL CORP COM680223104Stock40,335$1,609,367dollars as filed
ISHARES MSCI EAFE SMALL-CAP ETF464288273ETF19,065$1,494,887dollars as filed
KINDER MORGAN INC DEL COM49456B101Stock44,181$1,481,389dollars as filed
Johnson & Johnson478160104COM6,018$1,471,040dollars as filed
ISHARES TR464287465MSCI EAFE ETF14,594$1,417,515dollars as filed
RESTAURANT BRANDS INTL INC COM76131D103Stock18,902$1,396,858dollars as filed
SPDR Bloomberg Investment Grade Floating Rate ETF78468R200SHS43,445$1,337,237dollars as filed
Amgen Inc.031162100COM3,793$1,334,567dollars as filed
HONDA MOTOR CO LTD ADR ECH CNV IN 3438128308ADR47,640$1,158,128dollars as filed
ALKERMES PLCG01767105SHS32,235$1,139,830dollars as filed
Comcast Corp20030N101COM39,605$1,137,060dollars as filed
Oracle Corporation68389X105COM7,679$1,129,658dollars as filed
Microsoft Corp594918104COM3,044$1,126,797dollars as filed
Raytheon Technologies Corporation75513E101COM5,781$1,115,155dollars as filed
TOYOTA MOTOR CORP ADS892331307ADR5,405$1,113,916dollars as filed
iShares U.S. Technology ETF464287721SHS6,100$1,106,662dollars as filed
SHELL PLC SPON ADS780259305ADR11,472$1,066,896dollars as filed
UNITED THERAPEUTICS CORP DEL COM91307C102Stock1,795$1,064,399dollars as filed
PHOTRONICS INC719405102COM25,910$1,047,023dollars as filed
ISHARES TR4642886613 7 YR TREAS BD8,331$988,057dollars as filed
ISHARES TR464287234MSCI EMG MKT ETF17,270$980,763dollars as filed
GSK PLC SPONSORED ADR37733W204ADR17,234$951,144dollars as filed
J P MORGAN EXCHANGE TRADED F46654Q575MORTGAGE BACKED18,425$939,675dollars as filed
NEXSTAR MEDIA GROUP INC COMMON STOCK65336K103Stock5,032$909,937dollars as filed
Honeywell Technologies438516106COM3,975$898,469dollars as filed
AT&T Inc00206R102COM29,253$848,044dollars as filed
PETROLEO BRASILEIRO S A71654V408SPONSORED ADR39,850$826,888dollars as filed
DELUXE CORP MEDIUM TERM NTS COM248019101Stock29,160$803,066dollars as filed
Medtronic PlcG5960L103COM8,855$767,286dollars as filed
ALLY FINL INC COM02005N100Stock19,539$766,515dollars as filed
CARDINAL HEALTH INC14149Y108COM3,626$766,210dollars as filed
Mexico Fund Inc/The592835102COM36,039$754,296dollars as filed
POPULAR INC733174700COM NEW5,495$737,264dollars as filed
JAZZ PHARMACEUTICALS PLC SHS USDG50871105Stock3,851$728,032dollars as filed
OMNICOM GROUP INC COM681919106Stock9,470$713,186dollars as filed
ISHARES TR464288638ISHS 5-10YR INVT13,090$696,650dollars as filed
TC ENERGY CORP87807B107COM11,016$689,602dollars as filed
COGNIZANT TECHNOLOGY SOLUTIONS CL A192446102Stock11,145$683,746dollars as filed
iShares Russell 2000 ETF464287655SHS2,665$660,920dollars as filed
iShares iBoxx Inv Grade Corporate Bond ETF464287242SHS5,827$635,085dollars as filed
MERCADOLIBREINC58733R102STOK362$625,905dollars as filed
Cigna Corporation125523100COM2,312$616,726dollars as filed
LCI INDS50189K103COM4,936$607,029dollars as filed
ISHARES TR LATN AMER 40 ETF464287390LATN AMER 40 ETF16,975$602,952dollars as filed
C H ROBINSON WORLDWIDE IN COM NEW12541W209Stock3,545$588,718dollars as filed
ILLINOIS TOOL WKS INC452308109COM2,174$565,870dollars as filed
Amazon.com, Inc023135106COM2,689$560,038dollars as filed
JAPAN SMALLER CAPITALIZATION47109U104COM50,781$553,513dollars as filed
Taiwan Fund Inc/The/Md874036106COM8,320$546,957dollars as filed
SANOFI SA SPONSORED ADR80105N105ADR11,225$540,821dollars as filed
WP CAREY INC COM92936U109REIT7,867$534,641dollars as filed
UNIVERSAL HLTH SVCS INC CL B913903100Stock2,720$486,798dollars as filed
GLOBAL X FDS37954Y632ARTIFICIAL ETF10,176$474,914dollars as filed
TRAVELERS COMPANIES INC COM89417E109Stock1,617$471,647dollars as filed
VODAFONE GROUP PLC SPONSORED ADR92857W308ADR28,857$433,432dollars as filed
SONOCO PRODS CO835495102COM7,805$422,172dollars as filed
OLIN CORP680665205COM PAR $113,930$414,139dollars as filed
Financial Select Sector SPDR Fund81369Y605SHS8,189$404,291dollars as filed
ISHARES INC46434G830MSCI ITALY ETF7,300$389,966dollars as filed
INVESCO QQQ TR46090E103COM664$383,248dollars as filed
FIRST AMERN FINL CORP31847R102COM6,350$382,842dollars as filed
FLEXSHARES TR33939L803M STAR DEV MKT4,067$382,248dollars as filed
FEDEX CORP COM31428X106Stock1,010$359,742dollars as filed
Merck & Co.,Inc.58933Y105COM2,961$356,179dollars as filed
ALLIANCEBERNSTEIN HLDG L P01881G106UNIT LTD PARTN9,450$353,808dollars as filed
Lockheed Martin Corporation539830109COM584$352,964dollars as filed
AbbVie,Inc.00287Y109COM1,560$339,284dollars as filed
QORVO INC COM74736K101Stock4,344$336,226dollars as filed
NEW GERMANY FD INC644465106COM32,690$334,092dollars as filed
PAYPALHLDGSINC70450Y103STOK7,125$322,264dollars as filed
ALIBABA GROUP HLDG LTD01609W102SPONSORED ADS2,460$308,632dollars as filed
RIO TINTO PLC SPONSORED ADR767204100ADR3,285$306,458dollars as filed
CHURCHILL DOWNS INC171484108COM3,380$303,625dollars as filed
EURONET WORLDWIDE INC COM298736109Stock4,455$295,678dollars as filed
Alphabet Inc. Reg. Shares A02079K305COM960$276,058dollars as filed
SPDR SER TR78464A821S&P 400 MDCP GRW2,539$243,722dollars as filed
M & T BK CORP COM55261F104Stock1,176$243,103dollars as filed
NETAPP INC COM64110D104Stock2,345$240,105dollars as filed
WINNEBAGO INDS INC974637100COM7,745$240,018dollars as filed
FORD MTR CO COM345370860Stock20,350$234,839dollars as filed
Accenture Plc Class AG1151C101COM1,171$232,198dollars as filed
SPDR SERIES TRUST78464a201ST STR SP600GRWO2,325$224,642dollars as filed
FIDELITY NATIONAL FINANCIAL31620R303FNF GROUP COM4,573$212,096dollars as filed
Lowes Companies,Inc.548661107COM890$210,289dollars as filed
ISHARES MSCI EAFE GROWTH ETF464288885ETF1,840$204,921dollars as filed
SALLY BEAUTY HLDGS INC79546E104COM14,400$199,440dollars as filed
DXC TECHNOLOGY CO COM23355L106Stock13,895$174,660dollars as filed
ABERDEEN INDIA FD INC454089103COM10,823$122,516dollars as filed
NOKIA CORP654902204SPONSORED ADR10,155$81,646dollars as filed

Amendment chain

FilingRoleFiledAcceptedIngested
13F-HR 0001172661-26-001950this filing2026-05-14acceptance time not in the bulk data set