Fund Universe

Hudson Portfolio Management LLC

CIK 0001847700 · holdings for 2026Q2 (change vs 2026Q1) · in signal universe
Quality Q
0.159
AUM ($M)
132
Positions
117
Turnover
0.10
Top-10 wt
33%
Herfindahl
0.019
History (qtrs)
6
Excess Return
not eligible

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Holdings · 123 positions · portfolio value $132M

TickerNameActivitySecurity Type WeightΔ Weight Value ($M)SharesΔ Shares Qtrs HeldExcess Return
TSM funds › TAIWAN SEMICONDUCTOR MANUFAC TRIM 6.1% +1.3% 8.1 16,894 -87 5
GOOG funds › ALPHABET INC TRIM 5.9% +0.2% 7.8 22,215 -1,359 5
EWJ funds › ISHARES INC ADD 3.1% +0.3% 4.1 43,973 +4,180 5
MCK funds › MCKESSON CORP TRIM 3.1% -0.9% 4.1 5,391 -17 5
STIP funds › ISHARES TR ADD 2.9% -0.2% 3.8 37,523 +2,490 5
IGSB funds › ISHARES TR ADD 2.5% -0.1% 3.3 63,361 +3,315 5
CWB funds › SPDR SERIES TRUST ADD 2.4% +0.2% 3.2 29,967 +325 5
BNY funds › BANK OF NY MELLON CORP TRIM 2.4% +0.2% 3.1 21,708 -250 5
SHV funds › ISHARES TR ADD 2.4% +0.7% 3.1 28,310 +9,950 5
ALL funds › ALLSTATE CORP TRIM 2.3% +0.0% 3.0 12,642 -95 5
AAPL funds › APPLE INC ADD 2.0% +0.2% 2.7 9,289 +696 5
CVS funds › CVS HEALTH CORP TRIM 2.0% +0.5% 2.7 25,873 -80 5
EZU funds › ISHARES INC TRIM 1.9% -0.0% 2.5 35,503 -140 5
TD funds › TORONTO DOMINION BK ONT TRIM 1.7% +0.2% 2.2 18,158 -495 5
FLOT funds › ISHARES TR ADD 1.6% -0.1% 2.2 42,587 +1,450 5
BBCA funds › J P MORGAN EXCHANGE TRADED F ADD 1.5% -0.0% 2.0 20,322 +660 5
SPY funds › STATE STR SPDR S&P 500 ETF T TRIM 1.5% +0.0% 2.0 2,663 -32 5
CNA funds › CNA FINL CORP TRIM 1.5% -0.1% 1.9 39,930 -200 5
TTE funds › TOTALENERGIES SE NEW 1.3% +1.3% 1.8 22,888 +22,888 1
STPZ funds › PIMCO ETF TR TRIM 1.3% -0.2% 1.8 33,098 -1,150 5
ORI funds › OLD REP INTL CORP TRIM 1.2% -0.1% 1.6 40,235 -100 5
JMTG funds › J P MORGAN EXCHANGE TRADED F ADD 1.2% +0.4% 1.6 31,925 +13,500 3
VZ funds › VERIZON COMMUNICATIONS INC TRIM 1.2% -0.4% 1.6 37,693 -260 5
SCZ funds › ISHARES TR TRIM 1.2% -0.1% 1.6 18,870 -195 5
MINT funds › PIMCO ETF TR TRIM 1.2% -0.2% 1.5 15,173 -1,129 5
JNJ funds › JOHNSON & JOHNSON TRIM 1.2% -0.1% 1.5 6,008 -10 5
EFA funds › ISHARES TR TRIM 1.1% -0.1% 1.5 14,539 -55 5
INFY funds › INFOSYS LTD TRIM 1.1% -0.5% 1.4 136,465 -525 5
EEM funds › ISHARES TR ADD 1.1% +0.2% 1.4 20,763 +3,493 5
MSFT funds › MICROSOFT CORP ADD 1.1% +0.1% 1.4 3,789 +745 5
IYW funds › ISHARES TR TRIM 1.1% +0.1% 1.4 5,575 -525 5
AMGN funds › AMGEN INC HOLD 1.0% -0.1% 1.4 3,793 +0 5
QSR funds › RESTAURANT BRANDS INTL INC HOLD 1.0% -0.1% 1.4 18,902 +0 5
ALKS funds › ALKERMES PLC TRIM 1.0% +0.1% 1.4 25,930 -6,305 5
KMI funds › KINDER MORGAN INC DEL TRIM 1.0% -0.2% 1.4 42,440 -1,741 5
FLRN funds › SPDR SERIES TRUST ADD 1.0% -0.1% 1.3 43,745 +300 5
HMC funds › HONDA MOTOR CO LTD TRIM 1.0% -0.0% 1.3 47,440 -200 5
ORCL funds › ORACLE CORP HOLD 0.9% -0.1% 1.1 7,679 +0 5
ILF funds › ISHARES TR ADD 0.8% +0.3% 1.1 33,100 +16,125 5
GIB funds › CGI INC NEW 0.8% +0.8% 1.1 17,159 +17,159 1
RTX funds › RTX CORPORATION TRIM 0.8% -0.1% 1.1 5,756 -25 5
CMCSA funds › COMCAST CORP NEW ADD 0.8% -0.2% 1.0 40,605 +1,000 5
IEI funds › ISHARES TR TRIM 0.7% -0.1% 0.9 7,781 -550 5
TM funds › TOYOTA MOTOR CORP TRIM 0.7% -0.3% 0.9 5,388 -17 5
NXST funds › NEXSTAR MEDIA GROUP INC HOLD 0.7% -0.1% 0.9 5,032 +0 5
ALLY funds › ALLY FINL INC TRIM 0.7% +0.0% 0.9 19,414 -125 5
GSK funds › GSK PLC TRIM 0.7% -0.1% 0.9 16,964 -270 5
SHEL funds › SHELL PLC TRIM 0.7% -0.2% 0.9 11,372 -100 5
CAH funds › CARDINAL HEALTH INC TRIM 0.6% +0.0% 0.9 3,606 -20 5
IWM funds › ISHARES TR TRIM 0.6% +0.0% 0.8 2,640 -25 5
MXF funds › MEXICO FD INC TRIM 0.6% -0.0% 0.8 35,868 -171 5
BPOP funds › POPULAR INC TRIM 0.6% -0.0% 0.8 4,635 -860 5
JAZZ funds › JAZZ PHARMACEUTICALS PLC TRIM 0.6% -0.0% 0.8 3,121 -730 5
UTHR funds › UNITED THERAPEUTICS CORP DEL TRIM 0.6% -0.3% 0.7 1,365 -430 5
LQD funds › ISHARES TR ADD 0.6% +0.0% 0.7 6,756 +929 5
TRP funds › TC ENERGY CORP TRIM 0.5% -0.0% 0.7 10,916 -100 5
DLX funds › DELUXE CORP MEDIUM TERM NTS HOLD 0.5% -0.1% 0.7 29,160 +0 5
IGIB funds › ISHARES TR HOLD 0.5% -0.1% 0.7 13,090 +0 5
AIQ funds › GLOBAL X FDS ADD 0.5% +0.1% 0.7 10,576 +400 3
MDT funds › MEDTRONIC PLC HOLD 0.5% -0.1% 0.7 8,855 +0 5
OMC funds › OMNICOM GROUP INC TRIM 0.5% -0.1% 0.7 9,410 -60 5
CHRW funds › C H ROBINSON WORLDWIDE IN HOLD 0.5% +0.0% 0.7 3,545 +0 5
PBR funds › PETROLEO BRASILEIRO S A HOLD 0.5% -0.2% 0.6 39,850 +0 5
AMZN funds › AMAZON COM INC HOLD 0.5% +0.0% 0.6 2,689 +0 5
CI funds › THE CIGNA GROUP HOLD 0.5% -0.0% 0.6 2,312 +0 5
TWN funds › TAIWAN FD INC TRIM 0.5% +0.0% 0.6 6,494 -1,826 5
MELI funds › MERCADOLIBRE INC HOLD 0.5% -0.1% 0.6 362 +0 5
T funds › AT&T INC TRIM 0.5% -0.3% 0.6 29,181 -72 5
ITW funds › ILLINOIS TOOL WKS INC TRIM 0.4% -0.0% 0.6 2,164 -10 5
WPC funds › WP CAREY INC TRIM 0.4% -0.0% 0.6 7,807 -60 5
TRV funds › TRAVELERS COMPANIES INC TRIM 0.4% +0.0% 0.5 1,607 -10 5
LCII funds › LCI INDS TRIM 0.4% -0.1% 0.5 4,916 -20 5
PLAB funds › PHOTRONICS INC TRIM 0.4% -0.5% 0.5 15,370 -10,540 5
SNY funds › SANOFI SA HOLD 0.4% -0.1% 0.5 11,225 +0 5
SON funds › SONOCO PRODS CO ADD 0.4% -0.0% 0.5 8,305 +500 2
QQQ funds › INVESCO QQQ TR TRIM 0.3% +0.0% 0.5 619 -45 5
HON funds › HONEYWELL INTL INC NEW 0.3% +0.3% 0.4 1,987 +1,987 1
HONA funds › HONEYWELL AEROSPACE INC NEW 0.3% +0.3% 0.4 1,987 +1,987 1
XLF funds › SELECT SECTOR SPDR TR HOLD 0.3% -0.0% 0.4 8,189 +0 5
FAF funds › FIRST AMERN FINL CORP HOLD 0.3% +0.0% 0.4 6,350 +0 5
TMO funds › THERMO FISHER SCIENTIFIC INC NEW 0.3% +0.3% 0.4 863 +863 1
EWI funds › ISHARES INC HOLD 0.3% -0.0% 0.4 7,300 +0 5
CTSH funds › COGNIZANT TECHNOLOGY SOLUTIO TRIM 0.3% -0.3% 0.4 11,095 -50 5
TLTD funds › FLEXSHARES TR ADD 0.3% -0.0% 0.4 4,267 +200 2
QRVO funds › QORVO INC HOLD 0.3% +0.0% 0.4 4,344 +0 5
UHS funds › UNIVERSAL HLTH SVCS INC HOLD 0.3% -0.1% 0.4 2,720 +0 5
CHDN funds › CHURCHILL DOWNS INC ADD 0.3% +0.0% 0.4 4,485 +1,105 2
ACN funds › ACCENTURE PLC IRELAND ADD 0.3% +0.1% 0.4 3,191 +2,020 2
ABBV funds › ABBVIE INC HOLD 0.3% +0.0% 0.4 1,560 +0 5
MRK funds › MERCK & CO INC HOLD 0.3% -0.0% 0.4 2,961 +0 4
VOD funds › VODAFONE GROUP PLC TRIM 0.3% -0.1% 0.4 28,707 -150 5
CUSIP:644465106 funds › NEW GERMANY FD INC HOLD 0.3% +0.0% 0.4 32,690 +0 5
NTAP funds › NETAPP INC HOLD 0.3% +0.1% 0.4 2,345 +0 2
GOOGL funds › ALPHABET INC TRIM 0.3% +0.0% 0.3 950 -10 5
AB funds › ALLIANCEBERNSTEIN HLDG L P HOLD 0.3% -0.0% 0.3 9,450 +0 5
EEFT funds › EURONET WORLDWIDE INC HOLD 0.2% -0.0% 0.3 4,455 +0 5
FDX funds › FEDEX CORP HOLD 0.2% -0.1% 0.3 1,010 +0 5
PYPL funds › PAYPAL HLDGS INC TRIM 0.2% -0.0% 0.3 6,890 -235 5
FDS funds › FACTSET RESH SYS INC NEW 0.2% +0.2% 0.3 1,275 +1,275 1
LMT funds › LOCKHEED MARTIN CORP TRIM 0.2% -0.1% 0.3 574 -10 5
F funds › FORD MTR CO HOLD 0.2% +0.0% 0.3 20,350 +0 5
MTB funds › M & T BK CORP HOLD 0.2% +0.0% 0.3 1,176 +0 5
MDYG funds › SPDR SERIES TRUST TRIM 0.2% +0.0% 0.3 2,490 -49 5
MRSH funds › MARSH & MCLENNAN COS INC NEW 0.2% +0.2% 0.3 1,657 +1,657 1
NVO funds › NOVO-NORDISK A S NEW 0.2% +0.2% 0.3 5,415 +5,415 1
CRM funds › SALESFORCE INC NEW 0.2% +0.2% 0.3 1,625 +1,625 1
WGO funds › WINNEBAGO INDS INC HOLD 0.2% -0.0% 0.2 7,745 +0 5
BABA funds › ALIBABA GROUP HLDG LTD HOLD 0.2% -0.1% 0.2 2,460 +0 5
EFG funds › ISHARES TR TRIM 0.2% -0.0% 0.2 1,750 -90 5
STRA funds › STRATEGIC ED INC NEW 0.2% +0.2% 0.2 2,827 +2,827 1
FNF funds › FIDELITY NATL FINL INC HOLD 0.2% -0.0% 0.2 4,573 +0 5
SPYG funds › SPDR SERIES TRUST NEW 0.2% +0.2% 0.2 1,777 +1,777 1
KF funds › KOREA FD INC NEW 0.2% +0.2% 0.2 2,783 +2,783 1
SLYG funds › SPDR SERIES TRUST TRIM 0.2% -0.0% 0.2 1,720 -605 5
SBH funds › SALLY BEAUTY HLDGS INC HOLD 0.2% -0.0% 0.2 14,400 +0 5
OLN funds › OLIN CORP TRIM 0.2% -0.2% 0.2 10,185 -3,745 5
IFN funds › ABERDEEN INDIA FD INC HOLD 0.1% -0.0% 0.1 10,823 +0 5
CUSIP:438516106 funds › HONEYWELL INTL INC EXIT 0.0% -0.8% 0.0 0 -3,975 0
RIO funds › RIO TINTO PLC EXIT 0.0% -0.3% 0.0 0 -3,285 0
DXC funds › DXC TECHNOLOGY CO EXIT 0.0% -0.1% 0.0 0 -13,895 0
LOW funds › LOWES COS INC EXIT 0.0% -0.2% 0.0 0 -890 0
NOK funds › NOKIA CORP EXIT 0.0% -0.1% 0.0 0 -10,155 0
JOF funds › JAPAN SMALLER CAPITALIZATION EXIT 0.0% -0.5% 0.0 0 -50,781 0

Point-in-time history

Each row is this fund as of that period, not as of today — what the scoring for that quarter actually saw.
PeriodAUM ($M)Positions TurnoverTop-10 wtHerfindahl Quality Q Skill Universe
2026Q2 132 117 0.10 33% 0.019 0.159 in
2026Q1 119 111 0.06 32% 0.018 0.199 in
2025Q4 116 108 0.06 32% 0.019 0.161 in
2025Q3 113 110 0.07 31% 0.018 0.150 in
2025Q2 107 112 0.06 29% 0.017 0.178 entered
2025Q1 104 113 0.00 28% 0.016 0.000 out
Long US-equity 13F disclosures only · up to 45-day reporting lag · sells = reduce/avoid, not short. JSON: /api/signals · /api/funds · /api/status