Hudson Portfolio Management LLC — 13F holdings

Hudson Portfolio Management LLC reported 117 holdings worth $132M in its 13F filing for Q2 2026, filed August 12, 2026.

Largest positions

1. TSM TAIWAN SEMICONDUCTOR MFG LTD — $8.07M (6.1%)
2. GOOG ALPHABET INC — $7.85M (5.9%)
3. EWJ ISHARES INC — $4.10M (3.1%)
4. MCK MCKESSON CORP — $4.07M (3.1%)
5. STIP ISHARES TR — $3.83M (2.9%)
6. IGSB ISHARES TR — $3.32M (2.5%)
7. CWB SPDR SERIES TRUST — $3.23M (2.4%)
8. BNY BANK NEW YORK MELLON CORP — $3.14M (2.4%)
9. SHV ISHARES TR — $3.12M (2.4%)
10. ALL ALLSTATE CORP — $3.01M (2.3%)