HUDSON PORTFOLIO MANAGEMENT LLC
Latest 13F filing data - Q4 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | CNA | 40K | $1.91M |
 | PBR | 40K | $469.85K |
 | VZ | 39K | $1.60M |
 | ALKS | 34K | $937.47K |
 | VOD | 29K | $381.20K |
 | DLX | 27K | $593.75K |
 | PLAB | 26K | $835.52K |
 | CVS | 26K | $2.06M |
 | GOOG | 24K | $7.61M |
 | BK | 22K | $2.55M |
 | TD | 19K | $1.81M |
 | QSR | 19K | $1.29M |
 | TSM | 18K | $5.37M |
 | VIV | 16K | $63.56K |
 | ALL | 13K | $2.65M |
 | NOK | 12K | $75.41K |
 | OMC | 9K | $764.70K |
 | AB | 9K | $363.64K |
 | AAPL | 9K | $2.34M |
 | CTSH | 8K | $678.52K |
CNA Financial Corporation
CNA
Shares Held
40K
Value
$1.91M
Petróleo Brasileiro S.A. - Petrobras
PBR
Shares Held
40K
Value
$469.85K
Verizon Communications Inc.
VZ
Shares Held
39K
Value
$1.60M
Alkermes plc
ALKS
Shares Held
34K
Value
$937.47K
Vodafone Group Public Limited Company
VOD
Shares Held
29K
Value
$381.20K
Deluxe Corporation
DLX
Shares Held
27K
Value
$593.75K
Photronics, Inc.
PLAB
Shares Held
26K
Value
$835.52K
CVS Health Corporation
CVS
Shares Held
26K
Value
$2.06M
Alphabet Inc.
GOOG
Shares Held
24K
Value
$7.61M
The Bank of New York Mellon Corporation
BK
Shares Held
22K
Value
$2.55M
The Toronto-Dominion Bank
TD
Shares Held
19K
Value
$1.81M
Restaurant Brands International Inc.
QSR
Shares Held
19K
Value
$1.29M
Taiwan Semiconductor Manufacturing Company Limited
TSM
Shares Held
18K
Value
$5.37M
Telefônica Brasil S.A.
VIV
Shares Held
16K
Value
$63.56K
The Allstate Corporation
ALL
Shares Held
13K
Value
$2.65M
Nokia Oyj
NOK
Shares Held
12K
Value
$75.41K
Omnicom Group Inc.
OMC
Shares Held
9K
Value
$764.70K
AllianceBernstein Holding L.P.
AB
Shares Held
9K
Value
$363.64K
Apple Inc.
AAPL
Shares Held
9K
Value
$2.34M
Cognizant Technology Solutions Corporation
CTSH
Shares Held
8K
Value
$678.52K