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Hudson Canyon Capital Management

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13F filer, CIK 1978883, NEW YORK, NY

Hudson Canyon Capital Management reported $174,127,178 across 51 holdings for the quarter ended 2025-09-30, in a 13F-HR filed 2025-11-05. Its ten largest share positions make up 42.2% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001214659-25-015950

Period
2025-09-30
Reported value
$174M
Holdings
51
Top 10 weight
42.2%
New
1
Sold out
2

Largest buys vs the previous quarter

SecurityShares changeApprox. value
APHnew+14,575$2.06M
PANWadded+1,120$246K
ZTSadded+1,700$245K
REGNadded+356$229K
CRMadded+686$179K

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
UPSexited-13,900-$1.4M
TMOexited-3,440-$1.39M
NVDAreduced-5,667-$1.17M
GOOGLreduced-1,470-$417K
AAPLreduced-1,353-$364K

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, Q3 2025

Share positions as resolved from 13F-HR 0001214659-25-015950, largest first. % of portfolio is the value over $174,127,178, 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 105,500 shares; 2024Q4: 94,250 shares; 2025Q1: 81,500 shares; 2025Q2: 79,350 shares; 2025Q3: 73,683 shares 73,683$15.2M8.75%-5,667Timeline
AAPLAPPLE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 42,380 shares; 2024Q4: 42,380 shares; 2025Q1: 42,380 shares; 2025Q2: 41,488 shares; 2025Q3: 40,135 shares 40,135$10.8M6.2%-1,353Timeline
MSFTMICROSOFT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,345 shares; 2024Q4: 20,345 shares; 2025Q1: 20,345 shares; 2025Q2: 20,437 shares; 2025Q3: 19,770 shares 19,770$10.2M5.87%-667Timeline
GOOGLALPHABET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,331 shares; 2024Q4: 32,331 shares; 2025Q1: 32,331 shares; 2025Q2: 31,670 shares; 2025Q3: 30,200 shares 30,200$8.57M4.92%-1,470Timeline
AVGOBROADCOM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,310 shares; 2024Q4: 19,250 shares; 2025Q1: 18,750 shares; 2025Q2: 18,349 shares; 2025Q3: 17,746 shares 17,746$6.43M3.69%-603Timeline
AMZNAMAZON COM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,265 shares; 2024Q4: 25,265 shares; 2025Q1: 25,265 shares; 2025Q2: 24,715 shares; 2025Q3: 23,905 shares 23,905$6.07M3.49%-810Timeline
NFLXNETFLIX INC.Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,509 shares; 2024Q4: 4,509 shares; 2025Q1: 4,509 shares; 2025Q2: 4,247 shares; 2025Q3: 4,107 shares 4,107$4.52M2.59%-140Timeline
METAMETA PLATFORMS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,746 shares; 2024Q4: 7,746 shares; 2025Q1: 7,490 shares; 2025Q2: 7,334 shares; 2025Q3: 6,805 shares 6,805$4.34M2.49%-529Timeline
GEGE AEROSPACEQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,500 shares; 2024Q4: 12,350 shares; 2025Q1: 12,350 shares; 2025Q2: 12,462 shares; 2025Q3: 11,841 shares 11,841$3.65M2.1%-621Timeline
DELLDELL TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,450 shares; 2024Q4: 22,250 shares; 2025Q1: 23,200 shares; 2025Q2: 22,678 shares; 2025Q3: 22,678 shares 22,678$3.63M2.09%0Timeline
JPMJPMORGAN CHASE & COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,207 shares; 2024Q4: 14,038 shares; 2025Q1: 12,750 shares; 2025Q2: 12,484 shares; 2025Q3: 11,722 shares 11,722$3.63M2.08%-762Timeline
AMATAPPLIED MATLS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,384 shares; 2024Q4: 15,384 shares; 2025Q1: 15,384 shares; 2025Q2: 15,068 shares; 2025Q3: 15,068 shares 15,068$3.58M2.06%0Timeline
LLYELI LILLY & COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,683 shares; 2024Q4: 4,683 shares; 2025Q1: 3,925 shares; 2025Q2: 3,846 shares; 2025Q3: 3,723 shares 3,723$3.34M1.92%-123Timeline
TSLATESLA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,180 shares; 2024Q4: 7,450 shares; 2025Q1: 7,350 shares; 2025Q2: 7,196 shares; 2025Q3: 6,960 shares 6,960$3.26M1.87%-236Timeline
ETNEATON CORP PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,145 shares; 2024Q4: 9,145 shares; 2025Q1: 9,005 shares; 2025Q2: 8,810 shares; 2025Q3: 8,423 shares 8,423$3.26M1.87%-387Timeline
MPCMARATHON PETE CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,112 shares; 2024Q4: 19,112 shares; 2025Q1: 17,827 shares; 2025Q2: 17,093 shares; 2025Q3: 16,240 shares 16,240$3.18M1.83%-853Timeline
COFCAPITAL ONE FINL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,000 shares; 2024Q4: 15,000 shares; 2025Q1: 15,000 shares; 2025Q2: 14,684 shares; 2025Q3: 13,956 shares 13,956$3.09M1.78%-728Timeline
MSMORGAN STANLEYQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,979 shares; 2024Q4: 18,979 shares; 2025Q1: 18,979 shares; 2025Q2: 18,999 shares; 2025Q3: 18,385 shares 18,385$3.01M1.73%-614Timeline
CEGCONSTELLATION ENERGY CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 7,425 shares; 2025Q1: 8,375 shares; 2025Q2: 8,188 shares; 2025Q3: 7,910 shares 7,910$2.99M1.72%-278Timeline
ORCLORACLE CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,650 shares; 2025Q2: 11,559 shares; 2025Q3: 11,559 shares 11,559$2.98M1.71%0Timeline
HCAHCA HEALTHCARE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,558 shares; 2024Q4: 6,558 shares; 2025Q1: 6,441 shares; 2025Q2: 6,307 shares; 2025Q3: 6,103 shares 6,103$2.82M1.62%-204Timeline
BACBANK OF AMER CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 50,735 shares; 2024Q4: 50,735 shares; 2025Q1: 52,961 shares; 2025Q2: 53,279 shares; 2025Q3: 51,521 shares 51,521$2.76M1.58%-1,758Timeline
RTXRTX CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,598 shares; 2024Q4: 16,598 shares; 2025Q1: 16,300 shares; 2025Q2: 15,970 shares; 2025Q3: 15,454 shares 15,454$2.74M1.57%-516Timeline
TJXTJX COS INC NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,850 shares; 2024Q4: 20,850 shares; 2025Q1: 20,600 shares; 2025Q2: 20,160 shares; 2025Q3: 19,203 shares 19,203$2.7M1.55%-957Timeline
COSTCOSTCO WHOLESALE CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,353 shares; 2024Q4: 3,353 shares; 2025Q1: 3,125 shares; 2025Q2: 3,014 shares; 2025Q3: 2,894 shares 2,894$2.69M1.54%-120Timeline
SCHWCHARLES SCHWAB CORP (THE)Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,050 shares; 2024Q4: 30,050 shares; 2025Q1: 30,050 shares; 2025Q2: 29,418 shares; 2025Q3: 28,215 shares 28,215$2.63M1.51%-1,203Timeline
PANWPALO ALTO NETWORKS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 10,200 shares; 2025Q1: 10,500 shares; 2025Q2: 10,658 shares; 2025Q3: 11,778 shares 11,778$2.58M1.48%+1,120Timeline
VVISA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,163 shares; 2024Q4: 8,163 shares; 2025Q1: 7,800 shares; 2025Q2: 7,641 shares; 2025Q3: 7,395 shares 7,395$2.49M1.43%-246Timeline
VSTVISTRA CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 13,364 shares; 2025Q3: 12,444 shares 12,444$2.4M1.38%-920Timeline
UBERUBER TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 24,800 shares; 2025Q2: 24,823 shares; 2025Q3: 23,994 shares 23,994$2.39M1.37%-829Timeline
SPGSIMON PPTY GROUP INC NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 13,500 shares; 2025Q2: 13,698 shares; 2025Q3: 13,245 shares 13,245$2.34M1.34%-453Timeline
BLKBLACKROCK INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,295 shares; 2025Q1: 2,295 shares; 2025Q2: 2,249 shares; 2025Q3: 2,179 shares 2,179$2.33M1.34%-70Timeline
BRK-BBERKSHIRE HATHAWAY INC DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,136 shares; 2024Q4: 5,136 shares; 2025Q1: 5,136 shares; 2025Q2: 5,024 shares; 2025Q3: 4,857 shares 4,857$2.31M1.33%-167Timeline
MLMMARTIN MARIETTA MATLS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,797 shares; 2024Q4: 3,797 shares; 2025Q1: 3,797 shares; 2025Q2: 3,720 shares; 2025Q3: 3,603 shares 3,603$2.23M1.28%-117Timeline
DHID R HORTON INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,804 shares; 2024Q4: 15,654 shares; 2025Q1: 15,654 shares; 2025Q2: 15,758 shares; 2025Q3: 15,249 shares 15,249$2.21M1.27%-509Timeline
AMGNAMGEN INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,200 shares; 2025Q2: 6,500 shares; 2025Q3: 7,025 shares 7,025$2.08M1.2%+525Timeline
APHAMPHENOL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 14,575 shares 14,575$2.06M1.18%newTimeline
FOXAFOX CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 31,950 shares; 2025Q2: 32,350 shares; 2025Q3: 32,350 shares 32,350$2.06M1.18%0Timeline
CRMSALESFORCE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 7,325 shares; 2025Q1: 7,325 shares; 2025Q2: 7,169 shares; 2025Q3: 7,855 shares 7,855$2.05M1.18%+686Timeline
LOWLOWES COS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,195 shares; 2024Q4: 8,195 shares; 2025Q1: 8,195 shares; 2025Q2: 8,195 shares; 2025Q3: 8,487 shares 8,487$2M1.15%+292Timeline
ABBVABBVIE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,650 shares; 2024Q4: 9,800 shares; 2025Q1: 9,550 shares; 2025Q2: 9,730 shares; 2025Q3: 9,407 shares 9,407$1.99M1.15%-323Timeline
AZOAUTOZONE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 583 shares; 2024Q4: 583 shares; 2025Q1: 583 shares; 2025Q2: 572 shares; 2025Q3: 555 shares 555$1.98M1.14%-17Timeline
DEDEERE & COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,473 shares; 2024Q4: 4,473 shares; 2025Q1: 4,473 shares; 2025Q2: 4,384 shares; 2025Q3: 4,245 shares 4,245$1.96M1.13%-139Timeline
NKENIKE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,850 shares; 2024Q4: 20,850 shares; 2025Q1: 24,200 shares; 2025Q2: 29,600 shares; 2025Q3: 30,875 shares 30,875$1.93M1.11%+1,275Timeline
ZTSZOETIS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,580 shares; 2024Q4: 9,580 shares; 2025Q1: 10,900 shares; 2025Q2: 11,550 shares; 2025Q3: 13,250 shares 13,250$1.91M1.1%+1,700Timeline
KOCOCA COLA COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 26,823 shares; 2025Q3: 28,135 shares 28,135$1.91M1.1%+1,312Timeline
DGDOLLAR GEN CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 17,721 shares; 2025Q3: 18,471 shares 18,471$1.83M1.05%+750Timeline
EOGEOG RES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,931 shares; 2024Q4: 16,931 shares; 2025Q1: 16,718 shares; 2025Q2: 17,117 shares; 2025Q3: 17,117 shares 17,117$1.81M1.04%0Timeline
REGNREGENERON PHARMACEUTICALSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,319 shares; 2024Q4: 2,319 shares; 2025Q1: 2,418 shares; 2025Q2: 2,418 shares; 2025Q3: 2,774 shares 2,774$1.78M1.02%+356Timeline
WMWASTE MGMT INC DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,668 shares; 2024Q4: 9,668 shares; 2025Q1: 9,227 shares; 2025Q2: 9,029 shares; 2025Q3: 8,731 shares 8,731$1.72M0.99%-298Timeline
CITHE CIGNA GROUPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,704 shares; 2025Q3: 6,290 shares 6,290$1.63M0.93%+586Timeline

Sold out in Q3 2025

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

SecurityShares beforeValue beforeType
UPSUNITED PARCEL SVCS INC13,900$1.4Mshares
TMOTHERMO FISHER SCIENTIFIC INC3,440$1.39Mshares

How Q3 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 0001214659-25-015950 base2025-11-05acceptance time not in the bulk data set