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| Hudson Portfolio Management LLC
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| CRD # | 130021 |
| SEC # | 801-62646 |
| CIK # | 0001847700 |
| AUM | 185.9 M (2026-03-30) |
| Employees | 5 (100% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| Phone | 845-424-4567 |
| Address | 27 Garrisons Landing Garrison, NY 10524-0344 |
| Source | [IAPD] [EDGAR] |
| Total AUM ($M) |
|---|
| In the News | |
|---|---|
| Thu, 03 Sep 2026 | Hudson Portfolio Management LLC Invests $1.78 Million in TotalEnergies SE Sponsored ADR $TTE — marketbeat.com |
| Thu, 03 Sep 2026 | Hudson Portfolio Management LLC Invests $3.14 Million in Bank of New York Mellon Corporation $BNY — marketbeat.com |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Alphabet Inc | 6.8 | ||
| Taiwan Semiconductor Manufacturing Co Ltd | 5.7 | ||
| McKesson Corp | 4.7 | ||
| Allstate Corp | 2.6 | ||
| Apple Inc | 2.2 | ||
| Verizon Communications Inc | 1.9 | ||
| CVS Caremark Corp | 1.9 | ||
| Infosys Ltd | 1.9 | ||
| CNA Financial Corp | 1.8 | ||
| Toronto Dominion Bank | 1.7 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 39 | 15.4 |
| (b) Individuals (high net worth individuals) | 44 | 160.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 10.5 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 85 | 185.9 |
| By Discretionary | ||
| Discretionary | 85 | 185.9 |
| Non-Discretionary | 0 | 0.0 |
| Total | 85 | 185.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 6.9 | |
| United States Persons | 179.0 | |
| Total | 85 | 185.9 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001847700] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Clients | 1 (4 non-US) |
| Serves | Retail |
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|---|---|---|
|
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|
Hoffman Capital Advisors LLC
✚
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