StockDriftsStockDriftsTop 50 Hudson Portfolio Management LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| GOOG | ALPHABET INC | 5.7% | 23.6K | $6.8M | -2.80%(-678) | $98.48(+303.31%) | 2026-03-31 | |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | 4.83% | 17.0K | $5.7M | -3.92%(-692) | $106.44(+292.43%) | 2026-03-31 | |
| MCK | MCKESSON CORP | 3.94% | 5.4K | $4.7M | -0.92%(-50) | $185.14(+303.61%) | 2026-03-31 | |
| STIP | ISHARES TR | 3.05% | 35.0K | $3.6M | +2.04%(+700) | $104.37(-0.73%) | 2026-03-31 | |
| EWJ | ISHARES INC | 2.83% | 39.8K | $3.4M | +10.28%(+3.71K) | $69.75(+31.99%) | 2026-03-31 | |
| IGSB | ISHARES TR | 2.66% | 60.0K | $3.2M | +11.45%(+6.17K) | $53.00(-1.22%) | 2026-03-31 | |
| CWB | SPDR SERIES TRUST | 2.29% | 29.6K | $2.7M | +5.20%(+1.47K) | $82.52(+29.15%) | 2026-03-31 | |
| ALL | ALLSTATE CORP | 2.22% | 12.7K | $2.6M | +0.00%(+0) | $112.56(+92.29%) | 2026-03-31 | |
| BK | BANK NEW YORK MELLON CORP | 2.19% | 22.0K | $2.6M | +0.00%(+0) | $45.80(+196.89%) | 2026-03-31 | |
| EZU | ISHARES INC | 1.88% | 35.6K | $2.2M | +0.21%(+75) | $46.76(+43.92%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +12.77% | +43.43% |
| Top 20 Holdings Unweighted | +11.30% | +37.88% |
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