Hudson Canyon Capital Management

Est. AUM

$163.4M

13F long equity, this entity only

Positions

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	NVIDIA CORPORATION	COM	$12.8M	73273	7.82%	SOLE
2	APPLE INC	COM	$10.1M	39911	6.20%	SOLE
3	ALPHABET INC	CAP STK CL A	$8.4M	29196	5.14%	SOLE
4	MICROSOFT CORP	COM	$7.3M	19658	4.45%	SOLE
5	AMAZON COM INC	COM	$5.0M	23785	3.03%	SOLE
6	BROADCOM INC	COM	$4.8M	15650	2.97%	SOLE
7	APPLIED MATLS INC	COM	$4.7M	13650	2.86%	SOLE
8	NETFLIX INC.	COM	$3.9M	40670	2.39%	SOLE
9	META PLATFORMS INC	CL A	$3.9M	6767	2.37%	SOLE
10	MARATHON PETE CORP	COM	$3.9M	15786	2.36%	SOLE
11	DELL TECHNOLOGIES INC	CL C	$3.5M	21350	2.14%	SOLE
12	JPMORGAN CHASE & CO	COM	$3.3M	11240	2.02%	SOLE
13	ELI LILLY & CO	COM	$3.3M	3580	2.02%	SOLE
14	GE AEROSPACE	COM NEW	$3.2M	11388	1.98%	SOLE
15	TJX COS INC NEW	COM	$3.0M	19099	1.87%	SOLE
16	MORGAN STANLEY	COM NEW	$3.0M	18284	1.84%	SOLE
17	EATON CORP PLC	SHS	$3.0M	8380	1.83%	SOLE
18	RTX CORPORATION	COM	$3.0M	15369	1.82%	SOLE
19	HCA HEALTHCARE INC	COM	$2.9M	6069	1.76%	SOLE
20	COSTCO WHOLESALE CORPORATION	COM	$2.9M	2879	1.76%	SOLE
21	SCHWAB CHARLES CORP	COM	$2.6M	28052	1.61%	SOLE
22	CONOCOPHILLIPS	COM	$2.6M	19600	1.58%	SOLE
23	TESLA INC	COM	$2.6M	6921	1.58%	SOLE
24	CAPITAL ONE FINL CORP	COM	$2.5M	13875	1.55%	SOLE
25	AMGEN INC	COM	$2.5M	7137	1.54%	SOLE
26	SIMON PPTY GROUP INC NEW	COM	$2.5M	13421	1.53%	SOLE
27	BANK AMERICA CORP	COM	$2.5M	51224	1.53%	SOLE
28	CONSTELLATION ENERGY CORP	COM	$2.4M	8650	1.48%	SOLE
29	DEERE & CO	COM	$2.4M	4222	1.46%	SOLE
30	BERKSHIRE HATHAWAY INC DEL	CL B NEW	$2.3M	4830	1.42%	SOLE
31	DOLLAR GEN CORP	COM	$2.3M	19250	1.40%	SOLE
32	VISA INC	COM CL A	$2.2M	7354	1.36%	SOLE
33	NEWMONT CORP	COM	$2.2M	20300	1.34%	SOLE
34	COCA COLA CO	COM	$2.2M	28673	1.34%	SOLE
35	REGENERON PHARMACEUTICALS	COM	$2.1M	2759	1.31%	SOLE
36	BLACKROCK INC	COM	$2.1M	2167	1.28%	SOLE
37	D R HORTON INC	COM	$2.1M	15164	1.27%	SOLE
38	WASTE MGMT INC DEL	COM	$2.0M	8907	1.25%	SOLE
39	VISTRA CORP	COM	$2.0M	13601	1.25%	SOLE
40	ABBVIE INC	COM	$2.0M	9356	1.25%	SOLE
41	AMPHENOL CORP	CL A	$2.0M	16100	1.25%	SOLE
42	LOWES COS INC	COM	$2.0M	8440	1.22%	SOLE
43	ADVANCED MICRO DEVICES INC	COM	$1.9M	9550	1.19%	SOLE
44	FOX CORP	CL A COM	$1.9M	32658	1.17%	SOLE
45	AUTOZONE INC	COM	$1.9M	552	1.14%	SOLE
46	ZOETIS INC	CL A	$1.8M	15393	1.11%	SOLE
47	THE CIGNA GROUP	COM	$1.8M	6754	1.10%	SOLE
48	UBER TECHNOLOGIES INC	COM	$1.7M	24321	1.07%	SOLE
49	SALESFORCE INC	COM	$1.7M	9150	1.05%	SOLE
50	NIKE INC	CL B	$1.7M	32224	1.04%	SOLE

1–50 of 52

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.