Holdings
Hudson Portfolio Management LLC
As of Jun 30, 2026, Hudson Portfolio Management LLC reported 71 positions worth US$77.2M. Largest: Alphabet Inc (google) Class C, Taiwan Semiconductor Manufacturing Co., Ltd. and Mckesson Corporation. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Alphabet Inc (google) Class C | 22,914 | US$8.19M | −1,563 | Jun 30, 2026 |
| Taiwan Semiconductor Manufacturing Co., Ltd. | 16,894 | US$8.07M | −87 | Jun 30, 2026 |
| Mckesson Corporation | 5,391 | US$4.07M | −17 | Jun 30, 2026 |
| The Bank Of New York Mellon Corporation | 21,708 | US$3.14M | −250 | Jun 30, 2026 |
| Allstate Corporation (the) | 12,642 | US$3.01M | −95 | Jun 30, 2026 |
| Apple Inc | 9,289 | US$2.69M | +696 | Jun 30, 2026 |
| Cvs Health Corporation | 25,873 | US$2.68M | −80 | Jun 30, 2026 |
| Toronto-dominion Bank | 18,158 | US$2.2M | −495 | Jun 30, 2026 |
| Cna Financial Corporation | 39,930 | US$1.94M | −200 | Jun 30, 2026 |
| Old Republic International Corporation | 40,235 | US$1.65M | −100 | Jun 30, 2026 |