Long-term investor
Hudson Portfolio Management LLC @hudsonportfoliomanagemen
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001847700).
Record
- Tracked since 2025-06-30 (454 days), 70 trades recorded
- Returns: week n/a · month n/a · 90 days n/a · 6 months n/a · 1 year n/a · all +18.9%
- Max drawdown n/a · data quality High
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- TSM · 6.1% · long · since 2025-06-30
- 02079K107 · 5.9% · long · since 2025-06-30
- 46434G822 · 3.1% · long · since 2025-06-30
- MCK · 3.1% · long · since 2025-06-30
- 46429B747 · 2.9% · long · since 2025-06-30
- 464288646 · 2.5% · long · since 2025-06-30
- 78464A359 · 2.4% · long · since 2025-06-30
- 064058100 · 2.4% · long · since 2025-06-30
- 464288679 · 2.4% · long · since 2025-06-30
- ALL · 2.3% · long · since 2025-06-30
- AAPL · 2.0% · long · since 2025-06-30
- CVS · 2.0% · long · since 2025-06-30