Hudson Portfolio Management LLC has reported a total portfolio value exceeding $131 million in its latest 13F-HR filing with the SEC. This filing, dated November 10, 2026, provides insights into the firm’s investment strategy and its holdings as of September 30, 2026. Understanding these details is crucial for evaluating the firm's market position and investment trends.

Background

Hudson Portfolio Management LLC is an investment management firm based in Garrison, New York. The firm focuses on managing a diverse portfolio, as indicated by its recent filings, including the latest 13F-HR. The company has been active in reporting its holdings, with multiple filings throughout 2026, including a previous 13F-HR on August 12, 2026.

What the Filing Says

The 13F-HR filing reveals that Hudson Portfolio Management holds a total of 120 positions, with a reported total value of $131,195,678. The filing was signed by ToyKen Yee, a partner and portfolio manager at the firm, indicating the firm’s commitment to transparency in its investment activities.

Impact

This filing may influence various stakeholders, including investors and competitors in the investment management industry. By disclosing its holdings, Hudson Portfolio Management provides valuable insights into its investment strategies, which may prompt competitors to reassess their own portfolios and strategies in response to market trends.

What's Next

The filing does not specify what happens next. However, it is likely that Hudson Portfolio Management will continue to monitor its investments and may make adjustments in future filings based on market conditions and performance.