Hudock, Inc.

CIK 1543536 · View on SEC EDGAR ↗

Portfolio value QoQ: +14.9% 13F does not disclose cash

Top 10 holdings weight52.71%

Top 25 holdings weight74.55%

Positions above 1%22

Effective number of positions26.4

Based on 13F long-equity holdings only (cash, bonds, shorts not disclosed)

Turnover Q2 2026: 1.31% Est. buys $24,456,141 · sells $9,538,640

Median holding: 6.0 quarters Tracked Q1 2025–Q2 2026 · 87.5% still held

New positions27

Increased113

Decreased52

Closed10

Portfolio value $781.1M #2,941 of 9,337 by 13F value · top 31.5%

Positions 217

As of June 30, 2026 Data as of Q2 2026

Sector breakdown

Financials 6.2%

Technology 5.1%

Industrials 2.8%

Healthcare 2.3%

Consumer Discretionary 2.0%

Communication Services 1.4%

Energy 1.2%

Retail 0.7%

Utilities 0.7%

Consumer Staples 0.6%

Consumer products 0.4%

Materials 0.3%

Real Estate 0.1%

Other/Unmapped 76.2%

Full portfolio 217 positions

Search positions by ticker or company name

					Streak
IVV iShares Trust	$94,969,834	12.16%	126,814	$11,786,525	Down ×1
IJH iShares Trust	$41,393,958	5.30%	536,816	$4,968,610	Down ×1
VCIT Vanguard Intermediate-Term Corporate Bond ETF	$41,063,683	5.26%	496,838	$1,052,483	Up ×2
IJR iShares Trust	$39,869,534	5.10%	268,825	$5,508,884	Down ×1
QQQM Invesco NASDAQ 100 ETF	$36,761,243	4.71%	121,336	$7,879,170	Down ×1
DFIV Dimensional ETF Trust	$36,387,041	4.66%	673,584	$1,373,788	Up ×3
VWO VANGUARD INTERNATIONAL EQUITY INDEX FUNDS	$35,962,146	4.60%	602,481	$3,391,836	Down ×2
QQQ Invesco QQQ Trust, Series 1	$34,664,370	4.44%	47,072	$7,948,381	Up ×2
VEA VANGUARD TAX-MANAGED FUNDS	$26,561,820	3.40%	372,797	$2,722,820	Up ×1
IUSG iShares Core S&P U.S. Growth ETF	$24,081,183	3.08%	128,030	$4,009,925	Down ×2
AGG iShares Trust	$21,040,032	2.69%	212,568	$170,358	Up ×2
XLRE XLRE	$14,770,605	1.89%	335,466	$1,124,932	Up ×4
BRK-B (filed as BRKB) Berkshire Hathaway Inc. Class B	$14,509,954	1.86%	28,997	$875,458	Up ×6
IOO iShares Trust	$14,485,611	1.85%	106,044	$1,992,834	Up ×1
VFLO VictoryShares Free Cash Flow ETF	$13,911,947	1.78%	304,086	$2,001,079	Up ×3
SMH SMH	$13,329,094	1.71%	20,322	$5,554,466	Up ×1
IEF iShares 7-10 Year Treasury Bond ETF	$11,102,118	1.42%	117,395	$192,214	Up ×4
AAPL Apple Inc. - Common Stock	$10,124,232	1.30%	34,988	$1,248,336	Up ×1
MMIT New York Life Investments Active ETF Trust	$10,068,724	1.29%	413,499	$124,218	Up ×3
VOO VANGUARD INDEX FUNDS	$9,088,298	1.16%	13,232	$1,246,444	Up ×1
CAT Caterpillar, Inc. Common Stock	$8,632,703	1.11%	8,106	$2,766,746	Down ×1
JPST J.P. Morgan Exchange-Traded Fund Trust	$8,462,774	1.08%	167,347	$-482,273	Down ×2
ITOT iShares Trust	$7,576,152	0.97%	46,120	$1,024,737	Up ×2
JPM JP Morgan Chase & Co. Common Stock	$6,786,399	0.87%	20,732	$316,501	Down ×1
SHYG iShares Trust	$6,689,046	0.86%	157,723	$243,856	Up ×6
PKW Invesco BuyBack Achievers ETF	$5,795,414	0.74%	40,910	$263,014	Down ×1
CZFS Citizens Financial Services, Inc. - Common Stock	$5,657,005	0.72%	78,092	$3,162,843	Up ×2
NVDA NVIDIA Corporation - Common Stock	$5,293,735	0.68%	26,456	$619,097	Down ×1
MSFT Microsoft Corporation - Common Stock	$4,680,970	0.60%	12,548	$45,454	Up ×2
SPGP Invesco Exchange-Traded Fund Trust	$4,445,336	0.57%	36,350	$595,887	Up ×1
SCHD SCHWAB STRATEGIC TRUST	$4,245,481	0.54%	133,884	$30,587	Down ×6
XOM Exxon Mobil Corporation Common Stock	$4,188,091	0.54%	30,632	$12,715	Up ×3
MRK Merck & Company, Inc. Common Stock (new)	$4,003,129	0.51%	31,152	$254,919	Down ×1
GLW Corning Incorporated Common Stock	$3,899,508	0.50%	15,266	$2,517,522	Up ×6
DEW WisdomTree Trust	$3,681,126	0.47%	53,588	$131,546	Up ×1
LLY Eli Lilly and Company Common Stock	$3,604,988	0.46%	3,005	$856,667	Up ×1
SHY iShares 1-3 Year Treasury Bond ETF	$3,601,419	0.46%	43,860	$1,644	Up ×3
JNJ Johnson & Johnson Common Stock	$3,343,328	0.43%	13,164	$140,413	Up ×1
CVX Chevron Corporation Common Stock	$3,323,512	0.43%	20,050	$-420,013	Up ×1
MTB M&T Bank Corporation Common Stock	$3,291,487	0.42%	13,829	$855,404	Up ×2
IGV iShares Trust	$3,281,235	0.42%	36,216	$595,878	Up ×1
PG Procter & Gamble Company (The) Common Stock	$2,851,463	0.37%	19,445	$44,146	Up ×3
DIA State Street SPDR Dow Jones Industrial Average ETF Trust	$2,843,578	0.36%	5,443	$308,601	Down ×1
XLU XLU	$2,750,370	0.35%	60,661	$-22,502	Up ×4
BX Blackstone Inc. Common Stock	$2,632,191	0.34%	22,369	$68,806	Up ×2
NWBI Northwest Bancshares, Inc. - Common Stock	$2,601,052	0.33%	171,573	$418,921	Down ×2
AMZN Amazon.com, Inc. - Common Stock	$2,441,178	0.31%	10,242	$220,933	Down ×1
GOOG Alphabet Inc. - Class C Capital Stock	$2,339,442	0.30%	6,621	$395,060	Down ×5
KO Coca-Cola Company (The) Common Stock	$2,312,421	0.30%	28,453	$173,658	Up ×2
IBM International Business Machines Corporation Common Stock	$2,303,331	0.29%	8,190	$291,483	Down ×3
PMMF iShares Prime Money Market ETF	$2,149,768	0.28%	21,431		Up ×1
ARTY iShares Trust	$2,148,507	0.28%	28,210	$739,579	Down ×1
AMGN Amgen Inc. - Common Stock	$2,076,114	0.27%	5,733	$81,935	Up ×1
AMAT Applied Materials, Inc. - Common Stock	$2,043,177	0.26%	2,825	$1,071,978	Down ×2
VXUS Vanguard Total International Stock ETF	$1,938,378	0.25%	22,673	$367,531	Up ×6
CSCO Cisco Systems, Inc. - Common Stock	$1,916,108	0.25%	16,312	$651,327	Up ×1
GOOGL Alphabet Inc. - Class A Common Stock	$1,843,001	0.24%	5,157	$265,023	Down ×1
COWZ Pacer Funds Trust	$1,795,132	0.23%	28,860	$-99,095	Down ×6
VZ Verizon Communications Inc. Common Stock	$1,706,064	0.22%	40,294	$-308,588	Up ×2
MUB iShares Trust	$1,658,491	0.21%	15,410	$20,746	Down ×5
CHMG Chemung Financial Corp - Common Stock	$1,634,346	0.21%	21,914		Up ×1
INTC Intel Corporation - Common Stock	$1,626,715	0.21%	11,650	$1,109,944	Down ×4
XLV SELECT SECTOR SPDR TRUST	$1,546,998	0.20%	9,750	$138,888	Up ×3
HD Home Depot, Inc. (The) Common Stock	$1,541,361	0.20%	4,370	$-13,667	Down ×1
VTI VANGUARD INDEX FUNDS	$1,523,308	0.20%	4,116	$193,349	Down ×1
SOFI SoFi Technologies, Inc. - Common Stock	$1,507,447	0.19%	84,074	$413,474	Up ×3
GS Goldman Sachs Group, Inc. (The) Common Stock	$1,432,901	0.18%	1,416	$236,169	Up ×1
VRT Vertiv Holdings, LLC Class A Common Stock	$1,410,806	0.18%	4,213	$128,722	Down ×2
WMT Walmart Inc. - Common Stock	$1,391,996	0.18%	12,290	$-131,271	Up ×1
VTV VANGUARD INDEX FUNDS	$1,285,392	0.16%	5,898	$132,822	Up ×5
HL Hecla Mining Company Common Stock	$1,267,303	0.16%	82,132	$-262,442	Up ×6
CZNC Citizens & Northern Corp - Common Stock	$1,184,212	0.15%	50,802	$220,191	Up ×1
UNH UnitedHealth Group Incorporated Common Stock (DE)	$1,182,220	0.15%	2,844	$420,110	Up ×1
CRDO Credo Technology Group Holding Ltd - Ordinary Shares	$1,141,646	0.15%	4,198	$591,192	Down ×1
LRCX Lam Research Corporation - Common Stock	$1,111,441	0.14%	2,564	$512,883	Down ×3
GLD SPDR Gold Shares	$1,110,067	0.14%	3,013	$-183,116	Up ×1
MGV VANGUARD WORLD FUND	$1,107,770	0.14%	6,777	$96,278	Down ×1
ORCL Oracle Corporation Common Stock	$1,104,739	0.14%	7,538	$182,817	Up ×6
MRVL Marvell Technology, Inc. - Common Stock	$1,102,960	0.14%	3,702	$527,846	Down ×4
META Meta Platforms, Inc. - Class A Common Stock	$1,091,558	0.14%	1,937	$73,497	Up ×6
GE GE Aerospace Common Stock	$1,077,722	0.14%	2,883	$259,536
MS Morgan Stanley Common Stock	$1,064,903	0.14%	5,094	$325,093	Up ×4
RTX RTX Corporation Common Stock	$1,014,474	0.13%	5,346	$-11,910	Up ×2
AVGO Broadcom Inc. - Common Stock	$1,013,548	0.13%	2,683	$74,411	Down ×1
SLV iShares Silver Trust	$1,007,268	0.13%	18,838	$-272,946	Up ×1
PEP PepsiCo, Inc. - Common Stock	$1,006,737	0.13%	7,435	$-146,989	Up ×2
NEE NextEra Energy, Inc. Common Stock	$973,529	0.12%	11,091	$-43,294	Up ×3
SCHB SCHWAB STRATEGIC TRUST	$932,418	0.12%	32,196	$124,834	Up ×2
LMT Lockheed Martin Corporation Common Stock	$928,995	0.12%	1,823	$-169,452	Up ×2
VGT VANGUARD WORLD FUND	$921,543	0.12%	7,710	$249,413	Up ×1
VTEB VANGUARD MUNICIPAL BOND FUNDS	$906,858	0.12%	17,929	$17,599	Up ×2
SPY SPY	$879,652	0.11%	1,177	$114,780	Up ×6
ETR Entergy Corporation Common Stock	$879,238	0.11%	7,654	$19,670	Up ×3
DDOG Datadog, Inc. - Class A Common Stock	$866,999	0.11%	3,330	$280,290	Down ×1
ITA iShares Trust	$835,800	0.11%	3,447	$81,868	Up ×1
PANW Palo Alto Networks, Inc. - Common Stock	$825,202	0.11%	2,419	$437,259
PPL PPL Corporation Common Stock	$815,252	0.10%	22,427	$-57,060	Down ×1
PFE Pfizer, Inc. Common Stock	$796,261	0.10%	33,067	$-144,171	Down ×6
VNQ VANGUARD SPECIALIZED FUNDS	$778,567	0.10%	8,073	$62,367	Down ×3
ARM Arm Holdings plc - American Depositary Shares	$737,860	0.09%	2,081	$423,046
No matches

Conviction holdings

Positions increased for 3+ consecutive quarters.

Share counts are as reported in 13F filings (not split-adjusted)

Security	Value	% of portfolio	Streak
DFIV	$36,387,041	4.66%	up ×3
XLRE	$14,770,605	1.89%	up ×4
BRK-B (filed as BRKB)	$14,509,954	1.86%	up ×6
VFLO	$13,911,947	1.78%	up ×3
IEF	$11,102,118	1.42%	up ×4
MMIT	$10,068,724	1.29%	up ×3
SHYG	$6,689,046	0.86%	up ×6
XOM	$4,188,091	0.54%	up ×3
GLW	$3,899,508	0.50%	up ×6
SHY	$3,601,419	0.46%	up ×3
PG	$2,851,463	0.37%	up ×3
XLU	$2,750,370	0.35%	up ×4
VXUS	$1,938,378	0.25%	up ×6
XLV	$1,546,998	0.20%	up ×3
SOFI	$1,507,447	0.19%	up ×3

Biggest new bets

New positions opened this quarter, largest first.

Security	Value	Shares	% of portfolio
PMMF	$2,149,768	21,431	0.28%
CHMG	$1,634,346	21,914	0.21%
SNDK	$513,863	226	0.07%
NVO	$489,659	10,214	0.06%
AMD	$463,566	798	0.06%
AXON	$418,215	746	0.05%
DFAT	$364,904	5,220	0.05%
SITM	$354,141	475	0.05%
AZN	$344,567	1,838	0.04%
NVS	$336,856	2,149	0.04%
ZS	$310,671	2,201	0.04%
MLPA	$310,101	5,842	0.04%
STX	$288,411	298	0.04%
RVMD	$275,302	1,470	0.04%
TSM	$266,083	557	0.03%

Top movers (QoQ)

Security	Action	Shares Δ	Value Δ
IVV	Trimmed	-531	+$11.8M
QQQ	Bought more	+785	+$7.9M
QQQM	Trimmed	-211	+$7.9M
SMH	Bought more	+44	+$5.6M
IJR	Trimmed	-8K	+$5.5M
IJH	Trimmed	-3K	+$5.0M
IUSG	Trimmed	-1K	+$4.0M
VWO	Trimmed	-114	+$3.4M
CZFS	Bought more	+37K	+$3.2M
CAT	Trimmed	-173	+$2.8M

Exited positions

Includes corporate events (mergers, delistings) — not all exits are sells

Closed positions reflect 13F reporting changes; for index managers these are often mechanical (delisting, M&A, index rebalancing), not active decisions.

Security	Quarter	Shares before	Value before	Price since exit
PSLV	March 31, 2026	179,435	$4,243,638
IBB	June 30, 2025	20,538	$2,626,840	62.3%
PWOD	Sept. 30, 2025	75,653	$2,296,830	No longer tracked
VIGI	Sept. 30, 2025	24,489	$2,207,025
XLP	March 31, 2026	13,750	$1,068,112	No longer tracked
ICE	March 31, 2026	3,325	$538,631	-4.5%
NVO	Sept. 30, 2025	7,590	$523,886	-32.7%
HYD	March 31, 2026	10,141	$518,442	-4.1%
HON	June 30, 2026	2,156	$487,384	-4.4%
TEAM	Dec. 31, 2025	2,284	$364,755	15.9%
NOW	March 31, 2026	2,315	$354,635	28.5%
AZN	March 31, 2026	3,682	$338,577	-20.4%
DKNG	Dec. 31, 2025	8,136	$304,286	-46.1%
DOW	Sept. 30, 2025	9,721	$257,428	22.0%
DLR	Dec. 31, 2025	1,474	$254,857	15.4%
RSP	Dec. 31, 2025	1,311	$248,826	10.2%
ETN	Dec. 31, 2025	654	$245,083	36.9%
PLTR	June 30, 2026	1,651	$241,508	61.8%
EQT	June 30, 2026	3,728	$237,296	-5.6%
CI	Sept. 30, 2025	689	$227,823	-6.1%
KTOS	June 30, 2026	3,225	$227,395	-13.6%
BE	June 30, 2026	1,665	$225,591	-4.5%
PODD	March 31, 2026	785	$223,128	-37.2%
BABA	Dec. 31, 2025	1,244	$222,424	-27.8%
COP	June 30, 2025	2,100	$220,645	41.2%
IBB	March 31, 2026	1,278	$215,750	21.6%
SHEL	June 30, 2026	2,290	$212,984	24.1%
EQT	Sept. 30, 2025	3,628	$211,641	-7.8%
ALB	June 30, 2026	1,163	$208,793	-22.5%
BLK	March 31, 2026	194	$208,374	10.2%
IHI	June 30, 2026	3,891	$207,629	4.4%
TLN	Dec. 31, 2025	479	$203,757	-14.4%
DOW	June 30, 2026	4,883	$203,396	2.2%
NEM	June 30, 2026	1,874	$202,954	23.7%
UNH	Dec. 31, 2025	585	$202,068	12.7%
TMUS	June 30, 2025	750	$200,033	-31.3%
PMF	Sept. 30, 2025	24,292	$193,850	No longer tracked
PBR	March 31, 2026	15,498	$183,656	4.3%
CLF	Dec. 31, 2025	10,000	$122,010	-14.8%