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Latest Hudock, Inc. Stock Portfolio

Hudock, Inc. Performance:
2024 Q3: 3.89%YTD: 3.76%2023: 8.04%
Performance for 2024 Q3 is 3.89%, and YTD is 3.76%, and 2023 is 8.04%.

About Hudock, Inc. and 13F Hedge Fund Stock Holdings

Hudock, Inc. is a hedge fund based in WILLIAMSPORT, PA. On 23-May-2023, the fund reported that it had an AUM (Regulated Assets under Management) of $633.4 Millions. In it's latest 13F Holdings report, Hudock, Inc. reported an equity portfolio of $578.9 Millions as of 30 Sep, 2024.

The top stock holdings of Hudock, Inc. are IJR, BNDW, IJR. The fund has invested 12.5% of it's portfolio in ISHARES TR and 6.6% of portfolio in VANGUARD SCOTTSDALE FDS.

The fund managers got completely rid off INTERNATIONAL BUSINESS MACHS (IBM), PACER FDS TR (AFTY) and EVERGY INC (EVRG) stocks. They significantly reduced their stock positions in ISHARES TR (IJR), ALIBABA GROUP HLDG LTD (BABA) and SOFI TECHNOLOGIES INC (SOFI). Hudock, Inc. opened new stock positions in TESLA INC (TSLA), TRANE TECHNOLOGIES PLC (TT) and ALLSTATE CORP (ALL). The fund showed a lot of confidence in some stocks as they added substantially to APPLIED MATLS INC (AMAT), J P MORGAN EXCHANGE TRADED F (BBAX) and BROADCOM INC (AVGO).

Hudock, Inc. Annual Return Estimates Vs S&P 500

Our best estimate is that Hudock, Inc. made a return of 3.89% in the last quarter. In trailing 12 months, it's portfolio return was 10.4%.

New Buys

Ticker$ Bought
tesla inc247,240
trane technologies plc233,238
allstate corp221,632
cummins inc221,257
medtronic plc217,221
etfs gold tr215,816
brookfield infrast partners206,759
New stocks bought by Hudock, Inc.

Additions

Ticker% Inc.
applied matls inc70.39
j p morgan exchange traded f67.49
broadcom inc19.51
bristol-myers squibb co7.54
marathon pete corp7.5
lam research corp6.58
spdr gold tr6.53
wisdomtree tr5.9
Additions to existing portfolio by Hudock, Inc.

Reductions

Ticker% Reduced
ishares tr-37.49
alibaba group hldg ltd-32.75
sofi technologies inc-26.19
invesco exchange traded fd t-23.55
novo-nordisk a s-22.08
ea series trust-21.89
bank new york mellon corp-19.67
eqt corp-15.37
Hudock, Inc. reduced stake in above stock

Sold off

Ticker$ Sold
pacer fds tr-501,606
international business machs-2,153,400
evergy inc-276,915
bill holdings inc-230,844
ishares inc-202,477
united parcel service inc-202,135
Hudock, Inc. got rid off the above stocks

Sector Distribution

Hudock, Inc. has about 83% of it's holdings in Others sector.

Sector%
Others83
Technology4
Financial Services3.7
Healthcare2.2
Industrials1.8
Consumer Defensive1.4
Energy1.2

Market Cap. Distribution

Hudock, Inc. has about 16% of it's portfolio invested in the large-cap and mega-cap stocks.

Category%
UNALLOCATED83
MEGA-CAP8.8
LARGE-CAP7.2

Stocks belong to which Index?

About 15.7% of the stocks held by Hudock, Inc. either belong to S&P 500 or RUSSELL 2000 index.

Index%
Others83.3
S&P 50015.7
Top 5 Winners (%)%
HL
hecla mng co
37.5 %
MMM
3m co
33.8 %
CZFS
citizens finl svcs inc
30.7 %
CEG
constellation energy corp
29.8 %
URI
united rentals inc
25.2 %
Top 5 Winners ($)$
IJR
ishares tr
3.7 M
IJR
ishares tr
2.8 M
IJR
ishares tr
2.1 M
XLB
select sector spdr tr
1.8 M
IJR
ishares tr
0.9 M
Top 5 Losers (%)%
LRCX
lam research corp
-45.9 %
INTC
intel corp
-24.3 %
CLF
cleveland-cliffs inc new
-16.7 %
DDOG
datadog inc
-11.0 %
AMAT
applied matls inc
-9.1 %
Top 5 Losers ($)$
MRK
merck & co inc
-0.3 M
MSFT
microsoft corp
-0.2 M
LRCX
lam research corp
-0.2 M
CVX
chevron corp new
-0.2 M
INTC
intel corp
-0.1 M

Hudock, Inc. Holdings Map

This heatmap illustrates the top 50 positions within the fund's portfolio.

Current Stock Holdings of Hudock, Inc.

Hudock, Inc. has 167 stocks in it's portfolio. About 55.1% of the portfolio is in top 10 stocks. MRK proved to be the most loss making stock for the portfolio. IJR was the most profitable stock for Hudock, Inc. last quarter.

Last Reported on: 23 Oct, 2024
TickerNamesorted ascending% PortfolioShares Held$ ValueType% ChangeOptions