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Hudson Canyon Capital Management

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13F filer, CIK 1978883, NEW YORK, NY

Hudson Canyon Capital Management reported $171,101,418 across 51 holdings for the quarter ended 2025-12-31, in a 13F-HR filed 2026-02-06. Its ten largest share positions make up 41.38% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001214659-26-001274

Period
2025-12-31
Reported value
$171M
Holdings
51
Top 10 weight
41.38%
New
0
Sold out
0

Largest buys vs the previous quarter

SecurityShares changeApprox. value
NFLXadded+36,963$3.47M
ZTSadded+1,550$195K
CIadded+375$103K
NKEadded+875$55.7K
KOadded+700$48.9K

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
AVGOreduced-996-$345K
GOOGLreduced-850-$266K
JPMreduced-422-$136K
LLYreduced-123-$132K
GEreduced-241-$74.2K

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, Q4 2025

Share positions as resolved from 13F-HR 0001214659-26-001274, largest first. % of portfolio is the value over $171,101,418, 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 105,500 shares; 2024Q4: 94,250 shares; 2025Q1: 81,500 shares; 2025Q2: 79,350 shares; 2025Q3: 73,683 shares; 2025Q4: 73,683 shares 73,683$13.7M8.03%0Timeline
AAPLAPPLE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 42,380 shares; 2024Q4: 42,380 shares; 2025Q1: 42,380 shares; 2025Q2: 41,488 shares; 2025Q3: 40,135 shares; 2025Q4: 40,135 shares 40,135$10.9M6.38%0Timeline
MSFTMICROSOFT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,345 shares; 2024Q4: 20,345 shares; 2025Q1: 20,345 shares; 2025Q2: 20,437 shares; 2025Q3: 19,770 shares; 2025Q4: 19,770 shares 19,770$9.56M5.59%0Timeline
GOOGLALPHABET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,331 shares; 2024Q4: 32,331 shares; 2025Q1: 32,331 shares; 2025Q2: 31,670 shares; 2025Q3: 30,200 shares; 2025Q4: 29,350 shares 29,350$9.19M5.37%-850Timeline
AVGOBROADCOM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,310 shares; 2024Q4: 19,250 shares; 2025Q1: 18,750 shares; 2025Q2: 18,349 shares; 2025Q3: 17,746 shares; 2025Q4: 16,750 shares 16,750$5.8M3.39%-996Timeline
AMZNAMAZON COM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,265 shares; 2024Q4: 25,265 shares; 2025Q1: 25,265 shares; 2025Q2: 24,715 shares; 2025Q3: 23,905 shares; 2025Q4: 23,905 shares 23,905$5.52M3.22%0Timeline
METAMETA PLATFORMS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,746 shares; 2024Q4: 7,746 shares; 2025Q1: 7,490 shares; 2025Q2: 7,334 shares; 2025Q3: 6,805 shares; 2025Q4: 6,805 shares 6,805$4.49M2.63%0Timeline
AMATAPPLIED MATLS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,384 shares; 2024Q4: 15,384 shares; 2025Q1: 15,384 shares; 2025Q2: 15,068 shares; 2025Q3: 15,068 shares; 2025Q4: 15,068 shares 15,068$3.87M2.26%0Timeline
LLYELI LILLY & COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,683 shares; 2024Q4: 4,683 shares; 2025Q1: 3,925 shares; 2025Q2: 3,846 shares; 2025Q3: 3,723 shares; 2025Q4: 3,600 shares 3,600$3.87M2.26%-123Timeline
NFLXNETFLIX INC.Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,509 shares; 2024Q4: 4,509 shares; 2025Q1: 4,509 shares; 2025Q2: 4,247 shares; 2025Q3: 4,107 shares; 2025Q4: 41,070 shares 41,070$3.85M2.25%+36,963Timeline
JPMJPMORGAN CHASE & COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,207 shares; 2024Q4: 14,038 shares; 2025Q1: 12,750 shares; 2025Q2: 12,484 shares; 2025Q3: 11,722 shares; 2025Q4: 11,300 shares 11,300$3.64M2.13%-422Timeline
GEGE AEROSPACEQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,500 shares; 2024Q4: 12,350 shares; 2025Q1: 12,350 shares; 2025Q2: 12,462 shares; 2025Q3: 11,841 shares; 2025Q4: 11,600 shares 11,600$3.57M2.09%-241Timeline
COFCAPITAL ONE FINL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,000 shares; 2024Q4: 15,000 shares; 2025Q1: 15,000 shares; 2025Q2: 14,684 shares; 2025Q3: 13,956 shares; 2025Q4: 13,956 shares 13,956$3.38M1.98%0Timeline
MSMORGAN STANLEYQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,979 shares; 2024Q4: 18,979 shares; 2025Q1: 18,979 shares; 2025Q2: 18,999 shares; 2025Q3: 18,385 shares; 2025Q4: 18,385 shares 18,385$3.26M1.91%0Timeline
TSLATESLA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,180 shares; 2024Q4: 7,450 shares; 2025Q1: 7,350 shares; 2025Q2: 7,196 shares; 2025Q3: 6,960 shares; 2025Q4: 6,960 shares 6,960$3.13M1.83%0Timeline
TJXTJX COS INC NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,850 shares; 2024Q4: 20,850 shares; 2025Q1: 20,600 shares; 2025Q2: 20,160 shares; 2025Q3: 19,203 shares; 2025Q4: 19,203 shares 19,203$2.95M1.72%0Timeline
DELLDELL TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,450 shares; 2024Q4: 22,250 shares; 2025Q1: 23,200 shares; 2025Q2: 22,678 shares; 2025Q3: 22,678 shares; 2025Q4: 22,678 shares 22,678$2.85M1.67%0Timeline
HCAHCA HEALTHCARE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,558 shares; 2024Q4: 6,558 shares; 2025Q1: 6,441 shares; 2025Q2: 6,307 shares; 2025Q3: 6,103 shares; 2025Q4: 6,103 shares 6,103$2.85M1.67%0Timeline
RTXRTX CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,598 shares; 2024Q4: 16,598 shares; 2025Q1: 16,300 shares; 2025Q2: 15,970 shares; 2025Q3: 15,454 shares; 2025Q4: 15,454 shares 15,454$2.83M1.66%0Timeline
BACBANK OF AMER CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 50,735 shares; 2024Q4: 50,735 shares; 2025Q1: 52,961 shares; 2025Q2: 53,279 shares; 2025Q3: 51,521 shares; 2025Q4: 51,521 shares 51,521$2.83M1.66%0Timeline
SCHWCHARLES SCHWAB CORP (THE)Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,050 shares; 2024Q4: 30,050 shares; 2025Q1: 30,050 shares; 2025Q2: 29,418 shares; 2025Q3: 28,215 shares; 2025Q4: 28,215 shares 28,215$2.82M1.65%0Timeline
CEGCONSTELLATION ENERGY CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 7,425 shares; 2025Q1: 8,375 shares; 2025Q2: 8,188 shares; 2025Q3: 7,910 shares; 2025Q4: 7,910 shares 7,910$2.79M1.63%0Timeline
ETNEATON CORP PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,145 shares; 2024Q4: 9,145 shares; 2025Q1: 9,005 shares; 2025Q2: 8,810 shares; 2025Q3: 8,423 shares; 2025Q4: 8,423 shares 8,423$2.68M1.57%0Timeline
MPCMARATHON PETE CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,112 shares; 2024Q4: 19,112 shares; 2025Q1: 17,827 shares; 2025Q2: 17,093 shares; 2025Q3: 16,240 shares; 2025Q4: 16,240 shares 16,240$2.64M1.54%0Timeline
VVISA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,163 shares; 2024Q4: 8,163 shares; 2025Q1: 7,800 shares; 2025Q2: 7,641 shares; 2025Q3: 7,395 shares; 2025Q4: 7,395 shares 7,395$2.59M1.52%0Timeline
SPGSIMON PPTY GROUP INC NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 13,500 shares; 2025Q2: 13,698 shares; 2025Q3: 13,245 shares; 2025Q4: 13,495 shares 13,495$2.5M1.46%+250Timeline
COSTCOSTCO WHOLESALE CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,353 shares; 2024Q4: 3,353 shares; 2025Q1: 3,125 shares; 2025Q2: 3,014 shares; 2025Q3: 2,894 shares; 2025Q4: 2,894 shares 2,894$2.5M1.46%0Timeline
DGDOLLAR GEN CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 17,721 shares; 2025Q3: 18,471 shares; 2025Q4: 18,471 shares 18,471$2.45M1.43%0Timeline
BRK-BBERKSHIRE HATHAWAY INC DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,136 shares; 2024Q4: 5,136 shares; 2025Q1: 5,136 shares; 2025Q2: 5,024 shares; 2025Q3: 4,857 shares; 2025Q4: 4,857 shares 4,857$2.44M1.43%0Timeline
FOXAFOX CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 31,950 shares; 2025Q2: 32,350 shares; 2025Q3: 32,350 shares; 2025Q4: 32,350 shares 32,350$2.36M1.38%0Timeline
BLKBLACKROCK INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,295 shares; 2025Q1: 2,295 shares; 2025Q2: 2,249 shares; 2025Q3: 2,179 shares; 2025Q4: 2,179 shares 2,179$2.33M1.36%0Timeline
AMGNAMGEN INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,200 shares; 2025Q2: 6,500 shares; 2025Q3: 7,025 shares; 2025Q4: 7,025 shares 7,025$2.3M1.34%0Timeline
ORCLORACLE CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,650 shares; 2025Q2: 11,559 shares; 2025Q3: 11,559 shares; 2025Q4: 11,559 shares 11,559$2.25M1.32%0Timeline
MLMMARTIN MARIETTA MATLS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,797 shares; 2024Q4: 3,797 shares; 2025Q1: 3,797 shares; 2025Q2: 3,720 shares; 2025Q3: 3,603 shares; 2025Q4: 3,603 shares 3,603$2.24M1.31%0Timeline
DHID R HORTON INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,804 shares; 2024Q4: 15,654 shares; 2025Q1: 15,654 shares; 2025Q2: 15,758 shares; 2025Q3: 15,249 shares; 2025Q4: 15,249 shares 15,249$2.2M1.28%0Timeline
PANWPALO ALTO NETWORKS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 10,200 shares; 2025Q1: 10,500 shares; 2025Q2: 10,658 shares; 2025Q3: 11,778 shares; 2025Q4: 11,778 shares 11,778$2.17M1.27%0Timeline
ABBVABBVIE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,650 shares; 2024Q4: 9,800 shares; 2025Q1: 9,550 shares; 2025Q2: 9,730 shares; 2025Q3: 9,407 shares; 2025Q4: 9,407 shares 9,407$2.15M1.26%0Timeline
REGNREGENERON PHARMACEUTICALSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,319 shares; 2024Q4: 2,319 shares; 2025Q1: 2,418 shares; 2025Q2: 2,418 shares; 2025Q3: 2,774 shares; 2025Q4: 2,774 shares 2,774$2.14M1.25%0Timeline
CRMSALESFORCE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 7,325 shares; 2025Q1: 7,325 shares; 2025Q2: 7,169 shares; 2025Q3: 7,855 shares; 2025Q4: 7,855 shares 7,855$2.08M1.22%0Timeline
VSTVISTRA CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 13,364 shares; 2025Q3: 12,444 shares; 2025Q4: 12,744 shares 12,744$2.06M1.2%+300Timeline
LOWLOWES COS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,195 shares; 2024Q4: 8,195 shares; 2025Q1: 8,195 shares; 2025Q2: 8,195 shares; 2025Q3: 8,487 shares; 2025Q4: 8,487 shares 8,487$2.05M1.2%0Timeline
NKENIKE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,850 shares; 2024Q4: 20,850 shares; 2025Q1: 24,200 shares; 2025Q2: 29,600 shares; 2025Q3: 30,875 shares; 2025Q4: 31,750 shares 31,750$2.02M1.18%+875Timeline
KOCOCA COLA COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 26,823 shares; 2025Q3: 28,135 shares; 2025Q4: 28,835 shares 28,835$2.02M1.18%+700Timeline
DEDEERE & COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,473 shares; 2024Q4: 4,473 shares; 2025Q1: 4,473 shares; 2025Q2: 4,384 shares; 2025Q3: 4,245 shares; 2025Q4: 4,245 shares 4,245$1.98M1.16%0Timeline
APHAMPHENOL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 14,575 shares; 2025Q4: 14,575 shares 14,575$1.97M1.15%0Timeline
UBERUBER TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 24,800 shares; 2025Q2: 24,823 shares; 2025Q3: 23,994 shares; 2025Q4: 23,994 shares 23,994$1.96M1.15%0Timeline
WMWASTE MGMT INC DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,668 shares; 2024Q4: 9,668 shares; 2025Q1: 9,227 shares; 2025Q2: 9,029 shares; 2025Q3: 8,731 shares; 2025Q4: 8,731 shares 8,731$1.92M1.12%0Timeline
AZOAUTOZONE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 583 shares; 2024Q4: 583 shares; 2025Q1: 583 shares; 2025Q2: 572 shares; 2025Q3: 555 shares; 2025Q4: 555 shares 555$1.88M1.1%0Timeline
ZTSZOETIS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,580 shares; 2024Q4: 9,580 shares; 2025Q1: 10,900 shares; 2025Q2: 11,550 shares; 2025Q3: 13,250 shares; 2025Q4: 14,800 shares 14,800$1.86M1.09%+1,550Timeline
CITHE CIGNA GROUPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,704 shares; 2025Q3: 6,290 shares; 2025Q4: 6,665 shares 6,665$1.83M1.07%+375Timeline
EOGEOG RES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,931 shares; 2024Q4: 16,931 shares; 2025Q1: 16,718 shares; 2025Q2: 17,117 shares; 2025Q3: 17,117 shares; 2025Q4: 17,117 shares 17,117$1.8M1.05%0Timeline

How Q4 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 0001214659-26-001274 base2026-02-06acceptance time not in the bulk data set