Hudson Canyon Capital Management 13F Holdings
CIK 0001978883 · NEW YORK, NY
As of Sep 30, 2025, Hudson Canyon Capital Management reported 51 positions worth
CIK 0001978883 · NEW YORK, NY
As of Sep 30, 2025, Hudson Canyon Capital Management reported 51 positions worth
| Security | Ticker | Sector | Shares | Value | % of portfolio |
|---|---|---|---|---|---|
| NVIDIA CORP | NVDA | Technology | 73,683 | 5.2M | 8.75% |
| APPLE INC | AAPL | Technology | 40,135 | 0.8M | 6.20% |
| MICROSOFT CORP | MSFT | Technology | 19,770 | 0.2M | 5.87% |
| ALPHABET INC | GOOGL | Equity | 30,200 | $8.6M | 4.92% |
| BROADCOM INC | AVGO | Technology | 17,746 | $6.4M | 3.69% |
| AMAZON.COM INC | AMZN | Equity | 23,905 | $6.1M | 3.49% |
| NETFLIX INC | NFLX | Communication Services | 4,107 | $4.5M | 2.59% |
| META PLATFORMS INC | META | Communication Services | 6,805 | $4.3M | 2.49% |
| GE AEROSPACE | GE | Industrials | 11,841 | $3.7M | 2.10% |
| DELL TECHNOLOGIES INC | DELL | Technology | 22,678 | $3.6M | 2.09% |
| JPMORGAN CHASE & CO | JPM | Financial Services | 11,722 | $3.6M | 2.08% |
| APPLIED MATERIALS INC | AMAT | Technology | 15,068 | $3.6M | 2.06% |
| ELI LILLY & CO | LLY | Healthcare | 3,723 | $3.3M | 1.92% |
| TESLA INC | TSLA | Consumer Cyclical | 6,960 | $3.3M | 1.87% |
| EATON CORP PLC | ETN | Industrials | 8,423 | $3.3M | 1.87% |
| MARATHON PETROLEUM CORP | MPC | Energy | 16,240 | $3.2M | 1.83% |
| CAPITAL ONE FINANCIAL CORP | COF | Financial Services | 13,956 | $3.1M | 1.78% |
| MORGAN STANLEY | MS | Financial Services | 18,385 | $3.0M | 1.73% |
| CONSTELLATION ENERGY CORP | CEG | Utilities | 7,910 | $3.0M | 1.72% |
| ORACLE CORP | ORCL | Technology | 11,559 | $3.0M | 1.71% |
| HCA HEALTHCARE INC | HCA | Healthcare | 6,103 | $2.8M | 1.62% |
| BANK OF AMERICA CORP | BAC | Financial Services | 51,521 | $2.8M | 1.58% |
| RTX CORP | RTX | Equity | 15,454 | $2.7M | 1.57% |
| TJX COMPANIES INC | TJX | Consumer Cyclical | 19,203 | $2.7M | 1.55% |
| COSTCO WHOLESALE CORP | COST | Consumer Defensive | 2,894 | $2.7M | 1.54% |