Equal-WT
WhaleScore 2.0
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Hudson Capital Management is based out of Ramsey. Hudson Capital Management is a registered investment advisory firm Their last reported 13F filing for Q4 2023 included $275,875,181 in managed 13F securities
and a top 10 holdings concentration of 45.36%. Hudson Capital Management's largest holding is PIMCO Active Bond Exchange-Traded Fund-PIMCO Active Bond Exchange-Traded Fund with shares held of 258,394. Whalewisdom has at least 25 13F filings
2023-12-31
Top Buys (13F)
Name | % Change |
---|---|
ZM Zoom Video Communica | 1.43% |
CRM Salesforce.com Inc. | 1.41% |
MBB iShares MBS ETF-iSha | 1.4% |
FPE First Trust Preferre | 1.01% |
AGG iShares Core U.S. Ag | 0.92% |
2023-12-31
Top Sells (13F)
Name | % Change |
---|---|
BBN BlackRock Taxable Mu | 1.45% |
RSPT Invesco S&P 500 Equa | 1.37% |
HPQ HP Inc | 1.17% |
WFCPRL Wells Fargo & Co. 7. | 0.6% |
BACPRL Bank of America, 7.2 | 0.5% |
2023-12-31
13F Holdings Summary
Name | $ Change |
---|---|
BOND PIMCO Active Bond Ex | 8.66% |
AGG iShares Core U.S. Ag | 7.36% |
IEFA iShares Core MSCI EA | 6.1% |
IJK iShares S&P Mid-Cap | 5.32% |
JEPI JPMorgan Equity Prem | 4.27% |
2023-12-31
13F Activity
Market Value | $276m, Prior: $251m |
New Purchases | 6 stocks |
Added To | 27 stocks |
Sold out of | 9 stocks |
Reduced holdings in | 24 stocks |
Top 10 Holdings % | 45.36% |
Turnover %[1] | 23.44% |
Turnover Alt %[2] | 6.06% |
Time Held Top 20 | 10.75 quarters |
Time Held Top 10 | 11 quarters |
Time Held All | 13.95 quarters |
[1]: Turnover is calculated by taking the # of new holdings (initial purchases) + the # of positions sold out of (not just reduced) divided by the total # of holdings for the quarter.
[2]: Alt Turnover is calculated by taking either the total MV of new purchases or the MV of securities sold, whichever is less, divided by the total MV of the fund.
2023-12-31
13F Sector Allocation Over Time
2023-12-31
Analysis
Top 20 equal-weighted holdings. Performance numbers calculated through 2023-12-31