Hudson Portfolio Management LLC has filed a Form 13F-HR disclosing its equity securities holdings as of the close of business on September 30, 2026. The filing reports that the firm held positions in 120 distinct equity securities.
The largest single position disclosed in the filing is in Taiwan Semiconductor Manufacturing Co. Sponsored ADS, where the firm holds 16,816 shares. Other notable individual stock holdings include Visa Inc. with 37,633 shares, Verizon Communications Inc. with 29,071 shares, and UnitedHealth Group Inc. Class B with 2,020 shares. The portfolio also includes significant positions in exchange-traded funds, with the iShares MSCI EAFE ETF holding 14,539 shares and the iShares MSCI Emerging Markets ETF holding 27,427 shares.
The filing lists ToyKen Yee as the Partner, Treasurer, and Portfolio Manager for Hudson Portfolio Management LLC, which is located at 27 Garrison's Landing in Garrison, New York.
