1y return+21.7%S&P 500 +20.9%
3y return+49.8%S&P 500 +68.5%
5y return+39.3%S&P 500 +74.5%
10y return+107.2%S&P 500 +256.5%
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
$100 invested in its stock picks
Since June 30, 2016: $207 against $357 in the S&P 500.2
Hudock, Inc.S&P 500 (SPY)
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| IVVIshares Tr | $95.0M | 12.2% | |
| IJHIshares Tr | $41.4M | 5.3% | |
| VCITVanguard Scottsdale Fds | $41.1M | 5.3% | +2.8% |
| IJRIshares Tr | $39.9M | 5.1% | −2.7% |
| QQQMInvesco Exch Traded Fd Tr II | $36.8M | 4.7% | |
| DFIVDimensional Etf Trust | $36.4M | 4.7% | +1.5% |
| VWOVanguard Intl Equity Index F | $36.0M | 4.6% | |
| QQQInvesco Qqq Tr | $34.7M | 4.4% | +1.7% |
| VEAVanguard Tax-managed Fds | $26.6M | 3.4% | |
| IUSGIshares Tr | $24.1M | 3.1% | −1.1% |
| AGGIshares Tr | $21.0M | 2.7% | +1.1% |
| XLRESelect Sector Spdr Tr | $14.8M | 1.9% | |
| BRK/BBerkshire Hathaway Inc Del | $14.5M | 1.9% | +1.9% |
| IOOIshares Tr | $14.5M | 1.9% | +2.7% |
| VFLOVictory Portfolios II | $13.9M | 1.8% | |
| SMHVaneck Etf Trust | $13.3M | 1.7% | |
| IEFIshares Tr | $11.1M | 1.4% | +2.7% |
| AAPLApple Inc | $10.1M | 1.3% | |
| MMITNew York Life Invts Active E | $10.1M | 1.3% | |
| VOOVanguard Index Fds | $9.1M | 1.2% | |
| CATCaterpillar Inc | $8.6M | 1.1% | −2.1% |
| JPSTJ P Morgan Exchange Traded F | $8.5M | 1.1% | −5.3% |
| ITOTIshares Tr | $7.6M | 1.0% | |
| JPMJpmorgan Chase & Co | $6.8M | 0.9% | −5.7% |
| SHYGIshares Tr | $6.7M | 0.9% | +3.5% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| NVDANvidia Corporation | June 30, 2020 | +2006.7% | $5.3M |
| CATCaterpillar Inc | June 30, 2020 | +741.8% | $8.6M |
| LLYEli Lilly & Co | June 30, 2020 | +630.6% | $3.6M |
| GLWCorning Inc | June 30, 2023 | +629.0% | $3.9M |
| SMHVaneck Etf Trust | March 31, 2023 | +398.4% | $13.3M |
| JPMJpmorgan Chase & Co | June 30, 2020 | +248.0% | $6.8M |
| AAPLApple Inc | June 30, 2020 | +217.3% | $10.1M |
| Exxon Mobil CorpCUSIP 30231G102 | June 30, 2020 | +205.7% | $4.2M |
| QQQInvesco Qqq Tr | June 30, 2020 | +197.4% | $34.7M |
| BRK/BBerkshire Hathaway Inc Del | June 30, 2020 | +180.3% | $14.5M |
Sold off last quarter
- Honeywell Intl IncCUSIP 438516106 was $487K
- PLTRPalantir Technologies Inc was $242K
- EQTEqt Corp was $237K
- KTOSKratos Defense & Sec Solutio was $227K
- BEBloom Energy Corp was $226K
- SHELShell PLC was $213K
- ALBAlbemarle Corp was $209K
- IHIIshares Tr was $208K
- DOWDow Hldgs Inc was $203K
- NEMNewmont Corp was $203K
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +12.4% | +14.8% |
| March 31, 2026 | −0.7% | −4.6% |
| December 31, 2025 | +2.4% | +2.4% |
| September 30, 2025 | +6.6% | +7.8% |
| June 30, 2025 | +6.3% | +10.5% |
| March 31, 2025 | −1.9% | −4.6% |
| December 31, 2024 | −1.2% | +2.1% |
| September 30, 2024 | +6.3% | +5.4% |
| June 30, 2024 | +0.7% | +4.0% |
| March 31, 2024 | +5.9% | +10.0% |
| December 31, 2023 | +9.5% | +11.2% |
| September 30, 2023 | −3.9% | −3.6% |
| June 30, 2023 | +4.0% | +8.3% |
| March 31, 2023 | +3.1% | +7.0% |
| December 31, 2022 | +8.6% | +7.1% |
| September 30, 2022 | −6.5% | −5.3% |
| June 30, 2022 | −14.0% | −16.5% |
| March 31, 2022 | −4.1% | −4.9% |
| December 31, 2021 | +5.7% | +10.7% |
| September 30, 2021 | −2.0% | +0.3% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Hudock, Inc. Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1543536&type=13F-HR&dateb=&owner=include&count=40CIK 1543536
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/1543536/000117266126002963/Filed July 31, 2026 · accession 0001172661-26-002963