Stock Taper

HUDSON PORTFOLIO MANAGEMENT LLC

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
Merck & Co., Inc.MRK2.96K$380.49K
Jazz Pharmaceuticals plcJAZZ3.12K$752.07K
Accenture plcACN3.19K$397.09K
C.H. Robinson Worldwide, Inc.CHRW3.54K$667.66K
Cardinal Health, Inc.CAH3.61K$856.64K
Microsoft CorporationMSFT3.79K$1.41M
Amgen Inc.AMGN3.79K$1.37M
Qorvo, Inc.QRVO4.34K$405.17K
Euronet Worldwide, Inc.EEFT4.46K$326.06K
Churchill Downs IncorporatedCHDN4.49K$402.04K
Fidelity National Financial, Inc.FNF4.57K$215.66K
Popular, Inc.BPOP4.63K$760.97K
LCI IndustriesLCII4.92K$520.51K
Nexstar Media Group, Inc.NXST5.03K$898.66K
Toyota Motor CorporationTM5.39K$907.45K
McKesson CorporationMCK5.39K$4.07M
Novo Nordisk A/SNVO5.42K$259.6K
RTX CorporationRTX5.76K$1.09M
Johnson & JohnsonJNJ6.01K$1.53M
First American Financial CorporationFAF6.35K$435.55K