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Hudson Canyon Capital Management

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13F filer, CIK 1978883, NEW YORK, NY

Hudson Canyon Capital Management reported $160,737,490 across 52 holdings for the quarter ended 2025-06-30, in a 13F-HR filed 2025-08-11. Its ten largest share positions make up 40.56% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001214659-25-011785

Period
2025-06-30
Reported value
$161M
Holdings
52
Top 10 weight
40.56%
New
4
Sold out
5

Largest buys vs the previous quarter

SecurityShares changeApprox. value
VSTnew+13,364$2.59M
DGnew+17,721$2.03M
KOnew+26,823$1.9M
CInew+5,704$1.89M
NKEadded+5,400$384K

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

SecurityShares changeApprox. value
PEPexited-13,550-$2.03M
AMDexited-19,519-$2.01M
UNHexited-3,518-$1.84M
CMGexited-32,800-$1.65M
TGTexited-13,200-$1.38M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Holdings, Q2 2025

Share positions as resolved from 13F-HR 0001214659-25-011785, largest first. % of portfolio is the value over $160,737,490, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
NVDANVIDIA CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 105,500 shares; 2024Q4: 94,250 shares; 2025Q1: 81,500 shares; 2025Q2: 79,350 shares 79,350$12.5M7.8%-2,150Timeline
MSFTMICROSOFT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,345 shares; 2024Q4: 20,345 shares; 2025Q1: 20,345 shares; 2025Q2: 20,437 shares 20,437$10.2M6.32%+92Timeline
AAPLAPPLE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 42,380 shares; 2024Q4: 42,380 shares; 2025Q1: 42,380 shares; 2025Q2: 41,488 shares 41,488$8.51M5.3%-892Timeline
NFLXNETFLIX INC.Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,509 shares; 2024Q4: 4,509 shares; 2025Q1: 4,509 shares; 2025Q2: 4,247 shares 4,247$5.69M3.54%-262Timeline
GOOGLALPHABET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,331 shares; 2024Q4: 32,331 shares; 2025Q1: 32,331 shares; 2025Q2: 31,670 shares 31,670$5.58M3.47%-661Timeline
AMZNAMAZON COM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,265 shares; 2024Q4: 25,265 shares; 2025Q1: 25,265 shares; 2025Q2: 24,715 shares 24,715$5.42M3.37%-550Timeline
METAMETA PLATFORMS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,746 shares; 2024Q4: 7,746 shares; 2025Q1: 7,490 shares; 2025Q2: 7,334 shares 7,334$5.41M3.37%-156Timeline
AVGOBROADCOM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,310 shares; 2024Q4: 19,250 shares; 2025Q1: 18,750 shares; 2025Q2: 18,349 shares 18,349$5.06M3.15%-401Timeline
JPMJPMORGAN CHASE & COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,207 shares; 2024Q4: 14,038 shares; 2025Q1: 12,750 shares; 2025Q2: 12,484 shares 12,484$3.62M2.25%-266Timeline
GEGE AEROSPACEQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,500 shares; 2024Q4: 12,350 shares; 2025Q1: 12,350 shares; 2025Q2: 12,462 shares 12,462$3.21M2%+112Timeline
ETNEATON CORP PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,145 shares; 2024Q4: 9,145 shares; 2025Q1: 9,005 shares; 2025Q2: 8,810 shares 8,810$3.15M1.96%-195Timeline
COFCAPITAL ONE FINL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,000 shares; 2024Q4: 15,000 shares; 2025Q1: 15,000 shares; 2025Q2: 14,684 shares 14,684$3.12M1.94%-316Timeline
LLYELI LILLY & COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,683 shares; 2024Q4: 4,683 shares; 2025Q1: 3,925 shares; 2025Q2: 3,846 shares 3,846$3M1.87%-79Timeline
COSTCOSTCO WHOLESALE CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,353 shares; 2024Q4: 3,353 shares; 2025Q1: 3,125 shares; 2025Q2: 3,014 shares 3,014$2.98M1.86%-111Timeline
MPCMARATHON PETE CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,112 shares; 2024Q4: 19,112 shares; 2025Q1: 17,827 shares; 2025Q2: 17,093 shares 17,093$2.84M1.77%-734Timeline
DELLDELL TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,450 shares; 2024Q4: 22,250 shares; 2025Q1: 23,200 shares; 2025Q2: 22,678 shares 22,678$2.78M1.73%-522Timeline
AMATAPPLIED MATLS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,384 shares; 2024Q4: 15,384 shares; 2025Q1: 15,384 shares; 2025Q2: 15,068 shares 15,068$2.76M1.72%-316Timeline
VVISA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,163 shares; 2024Q4: 8,163 shares; 2025Q1: 7,800 shares; 2025Q2: 7,641 shares 7,641$2.71M1.69%-159Timeline
SCHWCHARLES SCHWAB CORP (THE)Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,050 shares; 2024Q4: 30,050 shares; 2025Q1: 30,050 shares; 2025Q2: 29,418 shares 29,418$2.68M1.67%-632Timeline
MSMORGAN STANLEYQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,979 shares; 2024Q4: 18,979 shares; 2025Q1: 18,979 shares; 2025Q2: 18,999 shares 18,999$2.68M1.66%+20Timeline
CEGCONSTELLATION ENERGY CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 7,425 shares; 2025Q1: 8,375 shares; 2025Q2: 8,188 shares 8,188$2.64M1.64%-187Timeline
VSTVISTRA CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 13,364 shares 13,364$2.59M1.61%newTimeline
ORCLORACLE CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,650 shares; 2025Q2: 11,559 shares 11,559$2.53M1.57%+909Timeline
BACBANK OF AMER CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 50,735 shares; 2024Q4: 50,735 shares; 2025Q1: 52,961 shares; 2025Q2: 53,279 shares 53,279$2.52M1.57%+318Timeline
TJXTJX COS INC NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,850 shares; 2024Q4: 20,850 shares; 2025Q1: 20,600 shares; 2025Q2: 20,160 shares 20,160$2.49M1.55%-440Timeline
BRK-BBERKSHIRE HATHAWAY INC DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,136 shares; 2024Q4: 5,136 shares; 2025Q1: 5,136 shares; 2025Q2: 5,024 shares 5,024$2.44M1.52%-112Timeline
HCAHCA HEALTHCARE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,558 shares; 2024Q4: 6,558 shares; 2025Q1: 6,441 shares; 2025Q2: 6,307 shares 6,307$2.42M1.5%-134Timeline
BLKBLACKROCK INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,295 shares; 2025Q1: 2,295 shares; 2025Q2: 2,249 shares 2,249$2.36M1.47%-46Timeline
RTXRTX CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,598 shares; 2024Q4: 16,598 shares; 2025Q1: 16,300 shares; 2025Q2: 15,970 shares 15,970$2.33M1.45%-330Timeline
UBERUBER TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 24,800 shares; 2025Q2: 24,823 shares 24,823$2.32M1.44%+23Timeline
TSLATESLA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,180 shares; 2024Q4: 7,450 shares; 2025Q1: 7,350 shares; 2025Q2: 7,196 shares 7,196$2.29M1.42%-154Timeline
DEDEERE & COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,473 shares; 2024Q4: 4,473 shares; 2025Q1: 4,473 shares; 2025Q2: 4,384 shares 4,384$2.23M1.39%-89Timeline
SPGSIMON PPTY GROUP INC NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 13,500 shares; 2025Q2: 13,698 shares 13,698$2.2M1.37%+198Timeline
PANWPALO ALTO NETWORKS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 10,200 shares; 2025Q1: 10,500 shares; 2025Q2: 10,658 shares 10,658$2.18M1.36%+158Timeline
AZOAUTOZONE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 583 shares; 2024Q4: 583 shares; 2025Q1: 583 shares; 2025Q2: 572 shares 572$2.12M1.32%-11Timeline
NKENIKE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,850 shares; 2024Q4: 20,850 shares; 2025Q1: 24,200 shares; 2025Q2: 29,600 shares 29,600$2.1M1.31%+5,400Timeline
WMWASTE MGMT INC DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,668 shares; 2024Q4: 9,668 shares; 2025Q1: 9,227 shares; 2025Q2: 9,029 shares 9,029$2.07M1.29%-198Timeline
EOGEOG RES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,931 shares; 2024Q4: 16,931 shares; 2025Q1: 16,718 shares; 2025Q2: 17,117 shares 17,117$2.05M1.27%+399Timeline
MLMMARTIN MARIETTA MATLS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,797 shares; 2024Q4: 3,797 shares; 2025Q1: 3,797 shares; 2025Q2: 3,720 shares 3,720$2.04M1.27%-77Timeline
DHID R HORTON INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,804 shares; 2024Q4: 15,654 shares; 2025Q1: 15,654 shares; 2025Q2: 15,758 shares 15,758$2.03M1.26%+104Timeline
DGDOLLAR GEN CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 17,721 shares 17,721$2.03M1.26%newTimeline
CRMSALESFORCE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 7,325 shares; 2025Q1: 7,325 shares; 2025Q2: 7,169 shares 7,169$1.95M1.22%-156Timeline
KOCOCA COLA COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 26,823 shares 26,823$1.9M1.18%newTimeline
CITHE CIGNA GROUPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,704 shares 5,704$1.89M1.17%newTimeline
LOWLOWES COS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,195 shares; 2024Q4: 8,195 shares; 2025Q1: 8,195 shares; 2025Q2: 8,195 shares 8,195$1.82M1.13%0Timeline
AMGNAMGEN INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,200 shares; 2025Q2: 6,500 shares 6,500$1.81M1.13%+1,300Timeline
FOXAFOX CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 31,950 shares; 2025Q2: 32,350 shares 32,350$1.81M1.13%+400Timeline
ABBVABBVIE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,650 shares; 2024Q4: 9,800 shares; 2025Q1: 9,550 shares; 2025Q2: 9,730 shares 9,730$1.81M1.12%+180Timeline
ZTSZOETIS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,580 shares; 2024Q4: 9,580 shares; 2025Q1: 10,900 shares; 2025Q2: 11,550 shares 11,550$1.8M1.12%+650Timeline
UPSUNITED PARCEL SVCS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,300 shares; 2024Q4: 13,650 shares; 2025Q1: 13,900 shares; 2025Q2: 13,900 shares 13,900$1.4M0.87%0Timeline
TMOTHERMO FISHER SCIENTIFIC INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,097 shares; 2024Q4: 3,097 shares; 2025Q1: 3,097 shares; 2025Q2: 3,440 shares 3,440$1.39M0.87%+343Timeline
REGNREGENERON PHARMACEUTICALSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,319 shares; 2024Q4: 2,319 shares; 2025Q1: 2,418 shares; 2025Q2: 2,418 shares 2,418$1.27M0.79%0Timeline

Sold out in Q2 2025

Positions in the previous quarter's report that this quarter's report no longer lists.

SecurityShares beforeValue beforeType
PEPPEPSICO INC13,550$2.03Mshares
AMDADVANCED MICRO DEVICES INC19,519$2.01Mshares
UNHUNITEDHEALTH GROUP INC3,518$1.84Mshares
CMGCHIPOTLE MEXICAN GRILL INC32,800$1.65Mshares
TGTTARGET CORP13,200$1.38Mshares

How Q2 2025 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

FilingRoleAmendmentFiledAcceptedIngested
13F-HR 0001214659-25-011785 base2025-08-11acceptance time not in the bulk data set