Portfolio (Quarterly)
Guide ↗
Hudson Portfolio Management LLC
· CIK 0001847700| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 101 | MDYG | SPDR SERIES TRUST | — | 2,546.0 | $235K | 0.20% | NEW | — | $92.46 | +17.1% |
| 102 | LOW | LOWES COS INC | Consumer Cyclical | 890.0 | $215K | 0.18% | NEW | — | $241.16 | -15.1% |
| 103 | EFG | ISHARES TR | — | 1,840.0 | $210K | 0.18% | NEW | — | $113.92 | +9.2% |
| 104 | SBH | SALLY BEAUTY HLDGS INC | Consumer Cyclical | 14,400.0 | $205K | 0.18% | NEW | — | $14.26 | +16.9% |
| 105 | DXC | DXC TECHNOLOGY CO | Technology | 13,895.0 | $204K | 0.17% | NEW | — | $14.65 | -19.9% |
| 106 | IFN | INDIA FD INC | Financial Services | 10,823.0 | $148K | 0.13% | NEW | — | $13.71 | -16.2% |
| 107 | NOK | NOKIA CORP | Technology | 11,655.0 | $75K | 0.07% | NEW | — | $6.47 | +54.9% |
| 108 | VIV | TELEFONICA BRASIL SA | Communication Services | 15,694.0 | $64K | 0.06% | NEW | — | $4.05 | +189.8% |
① Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.
Sector Allocation
Financial Services
26.1%
Healthcare
23.0%
Technology
20.6%
Consumer Cyclical
9.9%
Communication Services
9.1%
Industrials
5.2%
Energy
4.6%
Basic Materials
0.9%
Real Estate
0.7%