Hudock, Inc. — 13F Holdings & Portfolio
CIK 1543536 · latest 13F-HR filed 2026-07-31
Hudock, Inc. manages $781.1M in 13F-reported U.S. long-equity assets across 217 reported positions as of its 2026-06-30 13F-HR filing. Its largest disclosed positions are IVV (12.16%), IJH (5.30%), VCIT (5.26%). Quarter over quarter (versus its 2026-03-31 filing) the fund opened 27 new positions, exited 10, added to 113, and trimmed 26.
AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.
SUITE 200
WILLIAMSPORT, PA 17701
$781.1M
Long-equity book
217
Distinct positions
2026-06-30
Filed 2026-07-31
+27 / −10 / ↑113 / ↓26
vs 2026-03-31
| Name | Title / Status | Ownership | Type |
|---|
Top Adds (vs prior quarter)
- ISHARES TR$11.8M +14.2%
- INVESCO QQQ TR$7.9M +29.8%
- INVESCO EXCH TRADED FD TR II$7.9M +27.3%
- VANECK ETF TRUST$5.6M +71.4%
- ISHARES TR$5.5M +16.0%
Top Trims
- J P MORGAN EXCHANGE TRADED F-$482.3K -5.4%
- CHEVRON CORPORATION-$420.0K -11.2%
- VERIZON COMMUNICATIONS INC-$308.6K -15.3%
- ISHARES SILVER TR-$272.9K -21.3%
- HECLA MINING COMPANY-$262.4K -17.2%
New Positions
- BLACKROCK ETF TRUST$2.1M
- CHEMUNG FINL CORP$1.6M
- SANDISK CORP$513.9K
- NOVO-NORDISK A S$489.7K
- ADVANCED MICRO DEVICES INC$463.6K
Exited Positions
- HONEYWELL INTL INC$487.4K
- PALANTIR TECHNOLOGIES INC$241.5K
- EQT CORP$237.3K
- KRATOS DEFENSE & SEC SOLUTIO$227.4K
- BLOOM ENERGY CORP$225.6K
Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).
| # | Issuer | Symbol | CUSIP | Value | Weight | Shares | Type |
|---|---|---|---|---|---|---|---|
| 1 | ISHARES TR | IVV | 464287200 | $95.0M | 12.16% | 126,814 | SH |
| 2 | ISHARES TR | IJH | 464287507 | $41.4M | 5.30% | 536,816 | SH |
| 3 | VANGUARD SCOTTSDALE FDS | VCIT | 92206C870 | $41.1M | 5.26% | 496,838 | SH |
| 4 | ISHARES TR | IJR | 464287804 | $39.9M | 5.10% | 268,825 | SH |
| 5 | INVESCO EXCH TRADED FD TR II | QQQM | 46138G649 | $36.8M | 4.71% | 121,336 | SH |
| 6 | DIMENSIONAL ETF TRUST | DFIV | 25434V807 | $36.4M | 4.66% | 673,584 | SH |
| 7 | VANGUARD INTL EQUITY INDEX F | VWO | 922042858 | $36.0M | 4.60% | 602,481 | SH |
| 8 | INVESCO QQQ TR | QQQ | 46090E103 | $34.7M | 4.44% | 47,072 | SH |
| 9 | VANGUARD TAX-MANAGED FDS | VEA | 921943858 | $26.6M | 3.40% | 372,797 | SH |
| 10 | ISHARES TR | IUSG | 464287671 | $24.1M | 3.08% | 128,030 | SH |
| 11 | ISHARES TR | AGG | 464287226 | $21.0M | 2.69% | 212,568 | SH |
| 12 | SELECT SECTOR SPDR TR | XLRE | 81369Y860 | $14.8M | 1.89% | 335,466 | SH |
| 13 | BERKSHIRE HATHAWAY INC DEL | BRK.B | 084670702 | $14.5M | 1.86% | 28,997 | SH |
| 14 | ISHARES TR | IOO | 464287572 | $14.5M | 1.85% | 106,044 | SH |
| 15 | VICTORY PORTFOLIOS II | VFLO | 92647X830 | $13.9M | 1.78% | 304,086 | SH |
| 16 | VANECK ETF TRUST | SMH | 92189F676 | $13.3M | 1.71% | 20,322 | SH |
| 17 | ISHARES TR | IEF | 464287440 | $11.1M | 1.42% | 117,395 | SH |
| 18 | APPLE INC | AAPL | 037833100 | $10.1M | 1.30% | 34,988 | SH |
| 19 | NEW YORK LIFE INVTS ACTIVE E | MMIT | 45409F827 | $10.1M | 1.29% | 413,499 | SH |
| 20 | VANGUARD INDEX FDS | VOO | 922908363 | $9.1M | 1.16% | 13,232 | SH |
| 21 | CATERPILLAR INC | CAT | 149123101 | $8.6M | 1.11% | 8,106 | SH |
| 22 | J P MORGAN EXCHANGE TRADED F | JPST | 46641Q837 | $8.5M | 1.08% | 167,347 | SH |
| 23 | ISHARES TR | ITOT | 464287150 | $7.6M | 0.97% | 46,120 | SH |
| 24 | JPMORGAN CHASE & CO | JPM | 46625H100 | $6.8M | 0.87% | 20,732 | SH |
| 25 | ISHARES TR | SHYG | 46434V407 | $6.7M | 0.86% | 157,723 | SH |
| 26 | INVESCO EXCHANGE TRADED FD T | PKW | 46137V308 | $5.8M | 0.74% | 40,910 | SH |
| 27 | CITIZENS FINL SVCS INC | CZFS | 174615104 | $5.7M | 0.72% | 78,092 | SH |
| 28 | NVIDIA CORPORATION | NVDA | 67066G104 | $5.3M | 0.68% | 26,456 | SH |
| 29 | MICROSOFT CORP | MSFT | 594918104 | $4.7M | 0.60% | 12,548 | SH |
| 30 | INVESCO EXCHANGE TRADED FD T | SPGP | 46137V431 | $4.4M | 0.57% | 36,350 | SH |
| 31 | SCHWAB STRATEGIC TR | SCHD | 808524797 | $4.2M | 0.54% | 133,884 | SH |
| 32 | EXXON MOBIL CORP | XOM | 30231G102 | $4.2M | 0.54% | 30,632 | SH |
| 33 | MERCK & CO INC | MRK | 58933Y105 | $4.0M | 0.51% | 31,152 | SH |
| 34 | CORNING INC | GLW | 219350105 | $3.9M | 0.50% | 15,266 | SH |
| 35 | WISDOMTREE TR | DEW | 97717W877 | $3.7M | 0.47% | 53,588 | SH |
| 36 | ELI LILLY & CO | LLY | 532457108 | $3.6M | 0.46% | 3,005 | SH |
| 37 | ISHARES TR | SHY | 464287457 | $3.6M | 0.46% | 43,860 | SH |
| 38 | JOHNSON & JOHNSON | JNJ | 478160104 | $3.3M | 0.43% | 13,164 | SH |
| 39 | CHEVRON CORPORATION | CVX | 166764100 | $3.3M | 0.43% | 20,050 | SH |
| 40 | M & T BK CORP | MTB | 55261F104 | $3.3M | 0.42% | 13,829 | SH |
| 41 | ISHARES TR | IGV | 464287515 | $3.3M | 0.42% | 36,216 | SH |
| 42 | PROCTER & GAMBLE CO | PG | 742718109 | $2.9M | 0.37% | 19,445 | SH |
| 43 | STATE STR SPDR DOW JONES IND | DIA | 78467X109 | $2.8M | 0.36% | 5,443 | SH |
| 44 | SELECT SECTOR SPDR TR | XLU | 81369Y886 | $2.8M | 0.35% | 60,661 | SH |
| 45 | BLACKSTONE INC | BX | 09260D107 | $2.6M | 0.34% | 22,369 | SH |
| 46 | NORTHWEST BANCSHARES INC | NWBI | 667340103 | $2.6M | 0.33% | 171,573 | SH |
| 47 | AMAZON COM INC | AMZN | 023135106 | $2.4M | 0.31% | 10,242 | SH |
| 48 | ALPHABET INC | GOOG | 02079K107 | $2.3M | 0.30% | 6,621 | SH |
| 49 | COCA COLA CO | KO | 191216100 | $2.3M | 0.30% | 28,453 | SH |
| 50 | INTERNATIONAL BUSINESS MACHS | IBM | 459200101 | $2.3M | 0.29% | 8,190 | SH |
| Period | Filed | AUM | Holdings | Accession |
|---|---|---|---|---|
| 2026-06-30 | 2026-07-31 | $781.1M | 217 | 0001172661-26-002963 |
| 2026-03-31 | 2026-05-13 | $679.7M | 200 | 0001172661-26-001770 |
| 2025-12-31 | 2026-02-12 | $678.7M | 194 | 0001172661-26-000648 |
| 2025-09-30 | 2025-10-24 | $658.4M | 199 | 0001172661-25-004414 |