Hudson Canyon Capital Management
Hudson Canyon Capital Management reported 50 holdings worth US$187M as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Jul 28, 2026
Hudson Canyon Capital Management reported 50 holdings worth US$187M as of Jun 30, 2026. Largest: Nvidia Corporation, Apple Inc and Alphabet Inc (google) Class C. Filed Jul 28, 2026 (Form 13F).
- Holdings
- 50
- Value as reported
- US$187M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|
| Nvidia Corporation | 69,856 | US$14M | 7.5% |
| Apple Inc | 38,613 | US$11.2M | 6.0% |
| Alphabet Inc (google) Class C | 28,262 | US$10.1M | 5.4% |
| Applied Materials, Inc. | 13,203 | US$9.55M | 5.1% |
| Dell Technologies Inc. | 19,820 | US$8.55M | 4.6% |
| Microsoft Corp. | 19,022 | US$7.1M | 3.8% |
| Broadcom Inc. | 15,129 | US$5.71M | 3.1% |
| Amazon.com, Inc. | 23,225 | US$5.54M | 3.0% |
| Advanced Micro Devices Inc | 9,226 | US$5.36M | 2.9% |
| Micron Technology, Inc. | 4,550 | US$5.25M | 2.8% |
| Ge Aerospace | 10,995 | US$4.11M | 2.2% |
| Eli Lilly And Company | 3,316 | US$3.98M | 2.1% |
| Marathon Petroleum Corporation | 14,922 | US$3.82M | 2.0% |
| Morgan Stanley | 17,694 | US$3.7M | 2.0% |
| Meta Platforms, Inc. | 6,544 | US$3.69M | 2.0% |
| Western Digital Corporation | 5,600 | US$3.58M | 1.9% |
| Jp Morgan Chase & Co. | 10,870 | US$3.56M | 1.9% |
| Citigroup, Inc. | 21,275 | US$2.98M | 1.6% |
| Netflix, Inc. | 41,320 | US$2.95M | 1.6% |
| Amgen Inc. | 8,144 | US$2.95M | 1.6% |
| Simon Property Group, Inc. | 12,985 | US$2.9M | 1.6% |
| Tjx Companies, Inc. (the) | 18,767 | US$2.84M | 1.5% |
| Rtx Corporation | 14,877 | US$2.82M | 1.5% |
| Tesla, Inc. | 6,696 | US$2.82M | 1.5% |
| Caterpillar, Inc. | 2,625 | US$2.8M | 1.5% |
| Abbvie Inc. | 10,959 | US$2.76M | 1.5% |
| Capital One Financial Corporation | 13,417 | US$2.69M | 1.4% |
| Costco Wholesale Corporation | 2,789 | US$2.61M | 1.4% |
| Charles Schwab Corporation (the) | 27,139 | US$2.5M | 1.3% |
| Fox Corporation | 47,058 | US$2.45M | 1.3% |
| Visa Inc. | 7,120 | US$2.44M | 1.3% |
| D.r. Horton, Inc. | 14,677 | US$2.39M | 1.3% |
| The Cigna Group | 8,534 | US$2.35M | 1.3% |
| Berkshire Hathaway Inc. | 4,669 | US$2.34M | 1.2% |
| Hca Healthcare, Inc. | 5,876 | US$2.29M | 1.2% |
| Coca-cola Company (the) | 27,722 | US$2.25M | 1.2% |
| Oracle Corporation | 14,750 | US$2.16M | 1.2% |
| Dollar General Corporation | 18,567 | US$2.14M | 1.1% |
| Vistra Corp. | 13,165 | US$2.09M | 1.1% |
| Constellation Energy Corporation | 8,362 | US$2.08M | 1.1% |
| Blackrock, Inc. | 2,099 | US$2.02M | 1.1% |
| Conocophillips | 18,947 | US$1.97M | 1.1% |
| Waste Management, Inc. | 8,622 | US$1.92M | 1.0% |
| Newmont Corporation | 20,300 | US$1.9M | 1.0% |
| Lowe's Companies, Inc. | 8,163 | US$1.8M | 0.96% |
| Uber Technologies, Inc. | 24,215 | US$1.75M | 0.93% |
| Autozone, Inc. | 536 | US$1.71M | 0.92% |
| Zoetis Inc. | 23,000 | US$1.65M | 0.88% |
| Nike, Inc. | 35,674 | US$1.46M | 0.78% |
| Regeneron Pharmaceuticals, Inc. | 0 | US$0 | 0.00% |
| Salesforce, Inc. | 0 | US$0 | 0.00% |
| Amphenol Corporation | 0 | US$0 | 0.00% |
| Bank Of America Corporation | 0 | US$0 | 0.00% |
| Deere & Company | 0 | US$0 | 0.00% |
Source
View original at SEC
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