Stock Taper

HUDSON PORTFOLIO MANAGEMENT LLC

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
Taiwan Semiconductor Manufacturing Company LimitedTSM16.89K$8.07M
Photronics, Inc.PLAB15.37K$499.99K
Sally Beauty Holdings, Inc.SBH14.4K$203.62K
The Allstate CorporationALL12.64K$3.01M
Shell plcSHEL11.37K$881.78K
SanofiSNY11.22K$478.86K
Cognizant Technology Solutions CorporationCTSH11.1K$429.71K
TC Energy CorporationTRP10.92K$723.62K
Aberdeen India Fund, Inc.IFN10.82K$127.17K
Olin CorporationOLN10.19K$201.87K
AllianceBernstein Holding L.P.AB9.45K$332.83K
Omnicom Group Inc.OMC9.41K$685.33K
Apple Inc.AAPL9.29K$2.69M
Medtronic plcMDT8.86K$692.73K
Sonoco Products CompanySON8.3K$467.99K
W. P. Carey Inc.WPC7.81K$558.2K
Winnebago Industries, Inc.WGO7.75K$241.95K
Oracle CorporationORCL7.68K$1.13M
PayPal Holdings, Inc.PYPL6.89K$297.51K
First American Financial CorporationFAF6.35K$435.55K