Hudson Portfolio Management LLC
SEC Form 13F institutional filer · CIK 0001847700
13F-HR · 47 reported holdings · 2026-03-31
Reported long-US-equity value
$0.05B
Top-10 concentration
54.6%
Hudson Portfolio Management LLC — $54.1M AUM allocation strategy
Hudson Portfolio Management LLC files SEC Form 13F and reports $54.1M of long US equity value across 47 reported holdings for 2026-03-31.
Its largest sector bet is Financials 22.5%, followed by Communication Services 18.1% and Health Care 17.3%.
The top 10 holdings account for 55% of reported value — a conviction-weighted book concentrated in its best ideas. The sector and industry splits below are of the same reported value. Track quarter-over-quarter adds, trims, new positions and exits below — sourced from SEC 13F filings, public domain.
Hudson Portfolio Management LLC — latest SEC 13F insights
Reported long-US-equity value (13F AUM)
$54.1M
total across 47 reported holdings · 2026-03-31 · excludes shorts, cash, non-US
Top-10 concentration
55% of value
higher = narrower conviction; lower = spread / hedging
Biggest adds (shares)
+$BLK +4.44K sh · +$165K+$CTSH +2.97K sh · +$5.22K+$MSFT +973 sh · +$125K
Biggest trims (shares)
−$KMI −8.82K sh · +$24.3K−$PYPL −2.85K sh · −$260K−$CHRW −1.69K sh · −$252K
Exited to nil (held last quarter, gone now)
None this quarter
Sector allocation (share of reported value)
each slice is a share of the reported long-US-equity value — smaller sectors and the rest of the book roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Industry allocation (share of reported value)
- Interactive Media & Services12.5%—
- Asset Management & Custody Banks10.7%—
- Health Care Distributors8.6%—
- Property & Casualty Insurance4.9%—
- Technology Hardware, Storage & Peripherals4.0%—
- Integrated Telecommunication Services3.5%—
- Health Care Services3.4%—
- Diversified Banks3.4%—
- Other holdings48.8%—
the finer GICS cut of the same book — same denominator — smaller industries roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Top S&P 500 holdings
10 of 10 rows · sorted by Value ↓
| Ticker | Holding | Shares | Value | Δ QoQ | Weight |
|---|---|---|---|---|---|
| $GOOGL | Alphabet Inc | 23.6K | $6.76M | -678 | 12.5% |
| $MCK | McKesson Corporation | 5.41K | $4.68M | -50 | 8.7% |
| $BLK | BlackRock Inc | 59.9K | $3.23M | +4.44K | 6.0% |
| $ALL | Allstate Corporation | 12.7K | $2.64M | +0 | 4.9% |
| $BNY | The Bank of New York Mellon Corporation | 22K | $2.6M | +0 | 4.8% |
| $AAPL | Apple Inc | 8.59K | $2.18M | +0 | 4.0% |
| $VZ | Verizon Communications Inc | 38K | $1.91M | -1.31K | 3.5% |
| $CVS | CVS Health Corporation | 26K | $1.86M | +0 | 3.4% |
| $JPM | JP Morgan Chase & Co | 19.7K | $1.85M | +802 | 3.4% |
| $L | Loews Corporation | 40.1K | $1.84M | +150 | 3.4% |
…and 37 more holdings in the full 13F filing (top positions only shown).
SEC Form 13F data sets · public domain · 45-day filing lag · >$100M AUM managers · as reported
← All 13F filers·← QuantOrb.pro
How to read Δ QoQ — the five insight categories, and the caveats
The categories. Analysts, quants and retail traders look past total portfolio value to isolate actionable signals. Five categories matter.
Conviction & concentration shifts
New positions vs complete exits — a brand-new stock signals high conviction; a full liquidation suggests a broken thesis or tax-loss harvesting. Aggressive sizing — look at share count, not dollars: a 20% share increase during a drawdown is strong dip-buying. Concentration — a narrowing top-5/10 means conviction; spreading capital across more names means hedging.
Sector & macro allocation rotations
Aggregating Δ QoQ moves across sectors shows where smart money is leaning in or sneaking out — rotating out of growth into defensives or energy, for example. The fund's total long equity exposure quarter-over-quarter is a proxy for overall institutional risk appetite.
Crowding & smart-money consensus
When several managers initiate or expand the same stock in the same quarter, that is institutional consensus. Contrarian reads: top pickers buying hard into a beaten-down name the market is selling.
Derivative & option overlays
Reported call/put changes indicate whether managers are adding downside hedges or leveraging upside exposure. Note: a long increase may be half of a market-neutral pair trade.
Who reads this
| Retail "cloners" | High-conviction ideas to replicate ~45 days after quarter-end. |
| Corporate IR | Which funds bought or dumped the stock, before the next call. |
| Quant / algo traders | Cross-sectional factor inputs: flow, momentum, ownership. |
Four caveats before you trade on it
- 45-day lag — holdings are quarter-end; positions may already be closed.
- Long-only — 13Fs miss shorts, pair trades and cash.
- No non-US / fixed income — the picture is US equities plus options.
- Corporate actions — splits and spinoffs distort raw share deltas.
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