Hudson Portfolio Management LLC
Hudson Portfolio Management LLC is an independent registered investment adviser headquartered in Garrison, New York. Founded around 2011, the firm manages investment portfolios primarily for individuals, both high net worth and non-high net worth, as well as a small number of charitable organizations. The firm has 6 employees, all of whom are investment professionals, and provides portfolio management services. Hudson Portfolio Management manages over $145 million in assets and offers its services within the United States. The firm is led by experienced professionals including Certified Financial Planners and serves clients seeking personalized investment management.
Investment Strategy
Hudson Portfolio Management LLC primarily delivers personalized portfolio management for individuals and a small set of institutional clients. The firm builds diversified portfolios comprised mainly of publicly traded equities and exchange-traded funds, with allocations to government agency bonds, investment companies, and small amounts of cash equivalents. Their approach emphasizes tailored asset allocation to match client objectives and risk profiles, frequent rebalancing, and long-term wealth preservation with a focus on risk mitigation. The firm does not utilize leverage or derivatives in significant amounts and invests predominantly in U.S.-based assets.
Top Holdings
Equity Positions (112)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
G GOOG | ALPHABET INC | 4.68% | $5.0M | 28,216 | $167.19 | $177.39 | +$526.0K |
T TSM | TAIWAN SEMICONDUCTOR MFG LTD | 3.88% | $4.1M | 18,321 | $174.86 | $226.49 | +$1.2M |
M MCK | MCKESSON CORP | 3.85% | $4.1M | 5,626 | $494.42 | $732.78 | +$110.3K |
F FLOT | ISHARES TR | 3.09% | $3.3M | 64,827 | $51.04 | $51.02 | +$65.2K |
S STIP | ISHARES TR | 2.54% | $2.7M | 26,360 | $101.48 | $102.91 | +$42.7K |