Hudock 13F annual report
Hudock is an investment fund managing more than $516 billion ran by Michael Jr.. There are currently 135 companies in Mr. Jr.’s portfolio. The largest investments include Ishares Tr and Vanguard Scottsdale Fds, together worth $241 billion.
$516 billion Assets Under Management (AUM)
As of 26th July 2024, Hudock’s top holding is 1,733,632 shares of Ishares Tr currently worth over $205 billion and making up 39.8% of the portfolio value.
In addition, the fund holds 441,856 shares of Vanguard Scottsdale Fds worth $35.3 billion.
The third-largest holding is Schwab Strategic Tr worth $29.3 billion and the next is Vanguard Intl Equity Index F worth $24.8 billion, with 557,868 shares owned.
Currently, Hudock's portfolio is worth at least $516 billion. The total portfolio value may be much higher due to cash
assets that are not publicly disclosed such as fixed income, real estate, or cash equivalents.
Careers at Hudock
The Hudock office and employees reside in Williamsport, Pennsylvania. According to the last 13-F report filed with the SEC, Michael Jr. serves as the President at Hudock.
Recent trades
In the most recent 13F filing, Hudock revealed that it had opened a new position in
J P Morgan Exchange Traded F and bought 274,202 shares worth $13.9 billion.
The investment fund also strengthened its position in Ishares Tr by buying
538,422 additional shares.
This makes their stake in Ishares Tr total 1,733,632 shares worth $205 billion.
On the other hand, there are companies that Hudock is getting rid of from its portfolio.
Hudock closed its position in Ishares Tr on 2nd August 2024.
It sold the previously owned 3,296 shares for $943 million.
Michael Jr. also disclosed a decreased stake in Invesco Exch Traded Fd Tr Ii by approximately 0.1%.
This leaves the value of the investment at $18.4 billion and 94,624 shares.
One of the average hedge funds
The two most similar investment funds to Hudock are Sjs Investment Consulting and Rhino Investment Partners, Inc. They manage $516 billion and $516 billion respectively.
Michael Jr. investment strategy
Hudock’s portfolio is diversified across 13 sectors.
Currently, their heaviest sector is Finance — making up 4.5% of
the total portfolio value.
The fund focuses on investments in the United States as
49.6% of the portfolio companies
are based in the United States.
The majority of the companies in the fund’s portfolio are large-cap stocks.
Stocks with a size of more than $10 billion in market cap make up
45% of the total holdings value.
On the other hand, small-cap stocks make up only 5.9% of the portfolio.
The average market cap of the portfolio companies is close to $202 billion.
The complete list of Hudock trades based on 13F SEC filings
These positions were updated on August 2nd based on the fund’s latest 13F filing. Quickly find out what the most recently closed or increased positions are.
| Security | Shares Owned | Value | Allocation |
|---|---|---|---|
| Ishares Tr |
45.05%
1,733,632
|
$205,237,805,000 | 39.77% |
| Vanguard Scottsdale Fds |
14.20%
441,856
|
$35,317,551,000 | 6.84% |
| Schwab Strategic Tr |
3.56%
379,194
|
$29,312,384,000 | 5.68% |
| Vanguard Intl Equity Index F |
2.91%
557,868
|
$24,796,319,000 | 4.81% |
| Vanguard Tax-managed Fds |
0.77%
373,886
|
$18,477,460,000 | 3.58% |
| Invesco Exch Traded Fd Tr Ii |
5.89%
94,624
|
$18,429,574,000 | 3.57% |
| Pacer Fds Tr |
6.44%
314,647
|
$16,647,056,000 | 3.23% |
| J P Morgan Exchange Traded F |
Opened
274,202
|
$13,866,425,000 | 2.69% |
| Select Sector Spdr Tr |
Opened
305,872
|
$12,251,105,000 | 2.37% |
| Berkshire Hathaway Inc. |
4.60%
24,881
|
$10,121,836,000 | 1.96% |
| Apple Inc |
1.29%
34,357
|
$7,236,409,000 | 1.40% |
| Vanguard Index Fds |
84.66%
26,792
|
$8,492,926,000 | 1.65% |
| Microsoft Corporation |
0.82%
12,555
|
$5,611,854,000 | 1.09% |
| JPMorgan Chase & Co. |
19.21%
22,713
|
$4,594,098,000 | 0.89% |
| VanEck ETF Trust |
23.23%
15,046
|
$3,922,687,000 | 0.76% |
| Merck & Co Inc |
10.74%
26,829
|
$3,321,431,000 | 0.64% |
| Caterpillar Inc. |
1.84%
9,947
|
$3,313,535,000 | 0.64% |
| Wisdomtree Tr |
0.10%
63,566
|
$3,180,063,000 | 0.62% |
| Chevron Corp. |
6.71%
19,418
|
$3,037,399,000 | 0.59% |
| Exxon Mobil Corp. |
8.81%
26,293
|
$3,026,928,000 | 0.59% |
| Invesco Exchange Traded Fd T |
3.82%
33,962
|
$3,573,416,000 | 0.69% |
| NVIDIA Corp |
882.13%
23,198
|
$2,865,994,000 | 0.56% |
| Spdr Dow Jones Indl Average |
2.13%
7,128
|
$2,788,142,000 | 0.54% |
| Eli Lilly & Co |
4.51%
2,774
|
$2,512,213,000 | 0.49% |
| Vanguard Index Fds |
Opened
15,324
|
$2,458,270,000 | 0.48% |
| Blackstone Inc |
8.80%
19,587
|
$2,424,898,000 | 0.47% |
| Procter And Gamble Co |
14.03%
13,545
|
$2,233,889,000 | 0.43% |
| International Business Machs |
3.21%
12,450
|
$2,153,396,000 | 0.42% |
| AMGEN Inc. |
6.70%
6,429
|
$2,008,954,000 | 0.39% |
| Johnson & Johnson |
52.05%
13,637
|
$1,993,261,000 | 0.39% |
| Citizens Finl Svcs Inc |
1.55%
41,028
|
$1,843,810,000 | 0.36% |
| Penns Woods Bancorp, Inc. |
0.23%
86,843
|
$1,784,629,000 | 0.35% |
| Sprott Physical Silver Tr |
No change
179,435
|
$1,781,790,000 | 0.35% |
| Coca-Cola Co |
68.74%
27,032
|
$1,720,620,000 | 0.33% |
| Verizon Communications Inc |
10.21%
41,559
|
$1,713,920,000 | 0.33% |
| M & T Bk Corp |
13.62%
10,055
|
$1,521,995,000 | 0.29% |
| Select Sector Spdr Tr |
7.76%
31,435
|
$3,254,424,000 | 0.63% |
| Amazon.com Inc. |
2.42%
7,194
|
$1,390,241,000 | 0.27% |
| Cisco Sys Inc |
7.84%
29,184
|
$1,386,558,000 | 0.27% |
| Pfizer Inc. |
6.31%
48,819
|
$1,365,973,000 | 0.26% |
| Pepsico Inc |
3.00%
7,443
|
$1,227,659,000 | 0.24% |
| Goldman Sachs Group, Inc. |
146.59%
2,678
|
$1,211,652,000 | 0.23% |
| Dow Inc |
6.41%
22,416
|
$1,189,206,000 | 0.23% |
| Ishares Tr |
Closed
3,296
|
$943,482,000 | |
| Vanguard World Fd |
1.48%
8,806
|
$1,516,373,000 | 0.29% |
| 3M Co. |
23.90%
8,906
|
$910,113,000 | 0.18% |
| Walmart Inc |
207.79%
12,881
|
$872,185,000 | 0.17% |
| Alphabet Inc |
11.19%
8,457
|
$1,545,581,000 | 0.30% |
| Lockheed Martin Corp. |
1.67%
1,767
|
$825,670,000 | 0.16% |
| Home Depot, Inc. |
2.66%
2,278
|
$784,506,000 | 0.15% |
| NextEra Energy Inc |
20.34%
10,670
|
$755,555,000 | 0.15% |
| PPL Corp |
2.53%
26,944
|
$745,009,000 | 0.14% |
| Meta Platforms Inc |
13.50%
1,370
|
$690,789,000 | 0.13% |
| Spdr Gold Tr |
4.76%
3,063
|
$658,764,000 | 0.13% |
| AT&T Inc. |
1.63%
33,014
|
$630,909,000 | 0.12% |
| SoFi Technologies, Inc. |
111.52%
92,630
|
$612,284,000 | 0.12% |
| Citizens & Northn Corp |
10.85%
33,020
|
$590,736,000 | 0.11% |
| J P Morgan Exchange Traded F |
6.15%
12,343
|
$586,232,000 | 0.11% |
| Bank America Corp |
1.81%
14,246
|
$566,576,000 | 0.11% |
| Mcdonalds Corp |
14.64%
2,215
|
$564,542,000 | 0.11% |
| Honeywell International Inc |
0.78%
2,590
|
$553,187,000 | 0.11% |
| Walgreens Boots Alliance Inc |
Closed
20,867
|
$544,853,000 | |
| RTX Corp |
0.34%
5,265
|
$528,556,000 | 0.10% |
| Palo Alto Networks Inc |
32.79%
1,539
|
$521,736,000 | 0.10% |
| Wells Fargo Co New |
0.02%
8,761
|
$520,366,000 | 0.10% |
| Duke Energy Corp. |
12.07%
5,170
|
$518,223,000 | 0.10% |
| Advanced Micro Devices Inc. |
5.86%
3,131
|
$507,880,000 | 0.10% |
| Hershey Company |
0.84%
2,754
|
$506,368,000 | 0.10% |
| Aon plc. |
0.58%
1,721
|
$505,502,000 | 0.10% |
| Pimco Etf Tr |
5.66%
4,987
|
$501,985,000 | 0.10% |
| Ishares Silver Tr |
1.43%
18,803
|
$499,596,000 | 0.10% |
| Spdr S&p 500 Etf Tr |
2.01%
912
|
$496,453,000 | 0.10% |
| Waste Mgmt Inc Del |
0.13%
2,326
|
$496,316,000 | 0.10% |
| Visa Inc |
3.74%
1,881
|
$493,807,000 | 0.10% |
| Oracle Corp. |
0.09%
3,351
|
$473,200,000 | 0.09% |
| Applied Matls Inc |
1.16%
1,999
|
$471,857,000 | 0.09% |
| Novo-nordisk A S |
Opened
3,292
|
$469,944,000 | 0.09% |
| Vanguard Mun Bd Fds |
No change
9,352
|
$468,667,000 | 0.09% |
| Prudential Finl Inc |
11.34%
3,907
|
$457,883,000 | 0.09% |
| Intel Corp. |
61.17%
14,768
|
$457,380,000 | 0.09% |
| GE Aerospace |
1.07%
2,860
|
$454,676,000 | 0.09% |
| Datadog Inc |
70.25%
3,480
|
$451,321,000 | 0.09% |
| Texas Instrs Inc |
0.27%
2,252
|
$438,222,000 | 0.08% |
| EA Series Trust |
34.71%
13,686
|
$428,067,000 | 0.08% |
| Entergy Corp. |
0.28%
3,963
|
$424,108,000 | 0.08% |
| Morgan Stanley |
2.75%
4,341
|
$421,943,000 | 0.08% |
| Air Prods & Chems Inc |
No change
1,597
|
$412,209,000 | 0.08% |
| Union Pac Corp |
0.28%
1,785
|
$403,918,000 | 0.08% |
| Hecla Mng Co |
0.26%
81,526
|
$395,401,000 | 0.08% |
| WEC Energy Group Inc |
0.18%
4,985
|
$391,199,000 | 0.08% |
| Mastercard Incorporated |
0.23%
878
|
$387,368,000 | 0.08% |
| Abbvie Inc |
20.56%
2,225
|
$381,717,000 | 0.07% |
| Adobe Inc |
Opened
684
|
$379,989,000 | 0.07% |
| Arm Holdings Plc |
Opened
2,286
|
$374,035,000 | 0.07% |
| United Rentals, Inc. |
0.35%
567
|
$367,071,000 | 0.07% |
| Public Svc Enterprise Grp In |
0.20%
4,954
|
$365,167,000 | 0.07% |
| Fidelity Covington Trust |
No change
11,860
|
$362,916,000 | 0.07% |
| Abbott Labs |
0.37%
3,251
|
$337,825,000 | 0.07% |
| Pnc Finl Svcs Group Inc |
0.67%
2,119
|
$329,527,000 | 0.06% |
| Progressive Corp. |
0.69%
1,581
|
$328,403,000 | 0.06% |
| Dominion Energy Inc |
1.66%
6,422
|
$314,684,000 | 0.06% |
| Corning, Inc. |
4.79%
7,985
|
$310,231,000 | 0.06% |
| Illinois Tool Wks Inc |
8.29%
1,306
|
$309,637,000 | 0.06% |
| Colgate-Palmolive Co. |
0.16%
3,187
|
$309,326,000 | 0.06% |
| Broadcom Inc |
Opened
184
|
$296,245,000 | 0.06% |
| Boeing Co. |
Closed
1,104
|
$287,977,000 | |
| DraftKings Inc. |
Opened
7,415
|
$283,031,000 | 0.05% |
| Astrazeneca plc |
2.49%
3,603
|
$281,016,000 | 0.05% |
| Philip Morris International Inc |
0.40%
2,758
|
$279,560,000 | 0.05% |
| Evergy Inc |
0.10%
5,227
|
$276,915,000 | 0.05% |
| Conocophillips |
6.73%
2,412
|
$275,993,000 | 0.05% |
| Disney Walt Co |
2.55%
2,778
|
$275,842,000 | 0.05% |
| Vertiv Holdings Co |
Opened
3,176
|
$274,953,000 | 0.05% |
| Pimco Mun Income Fd |
3.40%
29,578
|
$271,239,000 | 0.05% |
| Thermo Fisher Scientific Inc. |
No change
487
|
$269,606,000 | 0.05% |
| Bank New York Mellon Corp |
10.62%
4,387
|
$262,737,000 | 0.05% |
| Welltower Inc. |
0.52%
2,519
|
$262,618,000 | 0.05% |
| American Express Co. |
No change
1,131
|
$261,883,000 | 0.05% |
| Lam Research Corp. |
Opened
243
|
$259,335,000 | 0.05% |
| Smith A O Corp |
0.78%
3,119
|
$255,146,000 | 0.05% |
| Rockwell Automation Inc |
0.22%
907
|
$249,939,000 | 0.05% |
| Tesla Inc |
Closed
1,005
|
$249,722,000 | |
| Bhp Group Ltd |
Closed
3,579
|
$244,491,000 | |
| Spdr Index Shs Fds |
8.29%
4,368
|
$243,974,000 | 0.05% |
| Laboratory Corp Amer Hldgs |
Closed
1,065
|
$242,065,000 | |
| EQT Corp |
20.52%
6,453
|
$238,662,000 | 0.05% |
| Constellation Energy Corp |
Opened
1,185
|
$237,409,000 | 0.05% |
| Marathon Pete Corp |
Opened
1,347
|
$233,710,000 | 0.05% |
| BILL Holdings Inc |
Opened
4,387
|
$230,844,000 | 0.04% |
| Cigna Group (The) |
0.58%
689
|
$227,816,000 | 0.04% |
| Alps Etf Tr |
No change
4,285
|
$226,427,000 | 0.04% |
| Bristol-Myers Squibb Co. |
12.57%
5,411
|
$224,753,000 | 0.04% |
| Shell Plc |
Opened
3,027
|
$218,538,000 | 0.04% |
| Alibaba Group Hldg Ltd |
6.65%
3,032
|
$218,349,000 | 0.04% |
| Vanguard Star Fds |
Opened
3,568
|
$215,153,000 | 0.04% |
| Brookfield Infrast Partners |
Closed
6,744
|
$212,391,000 | |
| Cleveland-Cliffs Inc |
9.91%
13,614
|
$209,528,000 | 0.04% |
| EA Series Trust |
Opened
3,532
|
$205,787,000 | 0.04% |
| Ishares Inc |
Opened
3,420
|
$202,477,000 | 0.04% |
| United Parcel Service, Inc. |
10.80%
1,477
|
$202,135,000 | 0.04% |
| Dnp Select Income Fd Inc |
No change
23,240
|
$191,033,000 | 0.04% |
| Petroleo Brasileiro Sa Petro |
Opened
11,156
|
$161,656,000 | 0.03% |
| No transactions found | |||
| Showing first 500 out of 142 holdings | |||
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