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HUDSON CAPITAL MANAGEMENT LLC

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RAMSEY NJ Investment Advisor Hedge Fund
13F Summary

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WhaleScore 2.0 ?

85

S&P 500
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WhaleScore 1.0 ?

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)

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

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

Portfolio Performance