Skip to main content
Livermore
Livermore
ZHEN

Hudock, Inc.

SEC CIK
0001543536
Latest filing
Jul 31, 2026

The latest 13F from Hudock, Inc. covers Q2 2026 (filed Jul 31, 2026): 217 long positions worth $781.1M. The top 10 holdings make up 52.7% of the portfolio, and the largest is iShares Core S&P 500 ETF at 12.2%. Livermore has 22 filings on Form 13F from this institution, going back to Q1 2021.

What changed in Q2 2026

Share counts compared with Q1 2026: how many positions were new, added to, reduced or sold out, and the biggest buys and sells. Dollar amounts are estimated at the quarter-end prices implied by the filing.

Full comparison
New
27
Est. +$11.1M
Added
111
Est. +$12.3M
Reduced
52
Est. −$7.08M
Sold out
10
Est. −$2.45M

Top 5 holdings

Share of this quarter's portfolio value

  1. iShares Core S&P 500 ETF464287200
    12.2%$95.0M
  2. iShares Core S&P Mid-Cap ETF464287507
    5.3%$41.4M
  3. Vanguard Intermediate-Term Corporate Bond ETF92206C870
    5.3%$41.1M
  4. iShares Core S&P Small Cap ETF464287804
    5.1%$39.9M
  5. Invesco Nasdaq 100 ETF46138G649
    4.7%$36.8M

Biggest buys

New and added positions, by estimated amount bought

  1. CZFSCitizens Financial Services Inc
    +$2.70MAddedHistory
  2. BlackRock ETF Trust09290C756
    +$2.15MNew
  3. CHMGChemung Financial Corp
    +$1.63MNewHistory
  4. GLWCorning Inc
    +$1.30MAddedHistory
  5. Vanguard Intermediate-Term Corporate Bond ETF92206C870
    +$1.10MAdded

Largest weight increases

New and added positions, by percentage points of the portfolio gained

  1. VanEck Semiconductor ETF92189F676
    +0.56 pp1.1% → 1.7%
  2. Invesco QQQ Trust Series I46090E103
    +0.51 pp3.9% → 4.4%
  3. CZFSCitizens Financial Services Inc
    +0.36 pp0.4% → 0.7%History
  4. GLWCorning Inc
    +0.30 pp0.2% → 0.5%History
  5. BlackRock ETF Trust09290C756
    +0.28 pp0.0% → 0.3%

Biggest sells

Reduced and sold-out positions, by estimated amount sold

  1. iShares Core S&P Small Cap ETF464287804
    −$1.12MReduced
  2. MRVLMarvell Technology, Inc.
    −$626.9KReducedHistory
  3. HONHoneywell International Inc
    −$487.4KSold outHistory
  4. MUMicron Technology Inc
    −$483.2KReducedHistory
  5. JPMorgan Ultra-Short Income ETF46641Q837
    −$475.2KReduced

Largest weight decreases

Reduced and sold-out positions, by percentage points of the portfolio lost

  1. JPMorgan Ultra-Short Income ETF46641Q837
    −0.23 pp1.3% → 1.1%
  2. Vanguard Ftse Emerging Markets ETF922042858
    −0.19 pp4.8% → 4.6%
  3. JPMJPMorgan Chase & Co
    −0.08 pp1.0% → 0.9%History
  4. iShares Core S&P 500 ETF464287200
    −0.08 pp12.2% → 12.2%
  5. Schwab US Dividend Equity ETF808524797
    −0.08 pp0.6% → 0.5%

Metrics

13F metrics for Q2 2026, computed only from the numbers in the filings. Definitions below.

Portfolio value
$781.1M
+$101.4M (+14.9%) vs. prior quarter
Positions
217
+17 vs. prior quarter
Top 10 concentration
52.7%
Top 10 as share of value
Turnover
1.3%
Q2 2026, one quarter
Average holding period
17.5 quarters
Weighted by value

How these are calculated

  • Portfolio value: the market value of all long positions in the 13F, as reported at quarter end, excluding options.
  • Top 10 concentration: the combined value of the 10 largest positions as a share of portfolio value.
  • Turnover: the smaller of this quarter's estimated purchases and estimated sales, divided by the average of this and last quarter's portfolio value. Estimates multiply the change in shares by the quarter-end price implied by the filing (market value divided by shares); new positions use this quarter's value and sold-out positions last quarter's. Only positions reported in shares count, and it is not calculated when the previous quarter was not filed.
  • Average holding period: how many consecutive quarters each current position has been held (including this one; a quarter without the position or without a filing starts the count over), weighted by this quarter's value. Counting starts with the first 13F in Livermore (Q1 2021), so positions held before then are understated.

13F filings by quarter

22 quarters, going back to Q1 2021. Bars show each quarter's 13F portfolio value; quarters without a filing are left blank.

Peak $781.1M (Q2 2026)

Q1 2021: $319.4MQ2 2021: $336.3MQ3 2021: $332.0MQ4 2021: $355.2MQ1 2022: $360.2MQ2 2022: $299.2MQ3 2022: $296.1MQ4 2022: $292.6MQ1 2023: $407.3MQ2 2023: $422.2MQ3 2023: $419.1MQ4 2023: $466.4MQ1 2024: $454.0MQ2 2024: $536.3MQ3 2024: $578.9MQ4 2024: $572.6MQ1 2025: $571.8MQ2 2025: $622.0MQ3 2025: $658.4MQ4 2025: $678.7MQ1 2026: $679.7MQ2 2026: $781.1M
Q1 2021Q2 2026
13F filings of Hudock, Inc. by quarter
QuarterFiledPositionsValueTop 3 holdingsChangesFiling
Q2 2026Jul 31, 2026217$781.1MiShares Core S&P 500 ETFiShares Core S&P Mid-Cap ETFVanguard Intermediate-Term Corporate Bond ETFvs. Q1 2026SEC
Q1 2026May 13, 2026200$679.7MiShares Core S&P 500 ETFVanguard Intermediate-Term Corporate Bond ETFiShares Core S&P Mid-Cap ETFvs. Q4 2025SEC
Q4 2025Feb 12, 2026194$678.7MiShares Core S&P 500 ETFVanguard Intermediate-Term Corporate Bond ETFiShares Core S&P Mid-Cap ETFvs. Q3 2025SEC
Q3 2025Oct 24, 2025199$658.4MiShares Core S&P 500 ETFVanguard Intermediate-Term Corporate Bond ETFiShares Core S&P Mid-Cap ETFvs. Q2 2025SEC
Q2 2025Aug 8, 2025183$622.0MiShares Core S&P 500 ETFVanguard Intermediate-Term Corporate Bond ETFiShares Core S&P Mid-Cap ETFvs. Q1 2025SEC
Q1 2025May 2, 2025177$571.8MiShares Core S&P 500 ETFVanguard Intermediate-Term Corporate Bond ETFiShares Core S&P Mid-Cap ETFvs. Q4 2024SEC
Q4 2024Jan 29, 2025175$572.6MiShares Core S&P 500 ETFVanguard Intermediate-Term Corporate Bond ETFiShares Core S&P Mid-Cap ETFvs. Q3 2024SEC
Q3 2024Oct 23, 2024167$578.9MiShares Core S&P 500 ETFVanguard Intermediate-Term Corporate Bond ETFiShares Core S&P Mid-Cap ETFvs. Q2 2024SEC
Q2 2024Aug 2, 2024166$536.3MiShares Core S&P 500 ETFVanguard Intermediate-Term Corporate Bond ETFiShares Core S&P Mid-Cap ETFvs. Q1 2024SEC
Q1 2024May 2, 2024139$454.0MiShares Core S&P 500 ETFiShares Core S&P Mid-Cap ETFVanguard Intermediate-Term Corporate Bond ETFvs. Q4 2023SEC
Q4 2023Jan 22, 2024153$466.4MiShares Core S&P 500 ETFVanguard Intermediate-Term Corporate Bond ETFiShares Core S&P Small Cap ETFvs. Q3 2023SEC
Q3 2023Nov 6, 2023153$419.1MiShares Core S&P 500 ETFVanguard Intermediate-Term Corporate Bond ETFiShares Core S&P Mid-Cap ETFvs. Q2 2023SEC
Q2 2023Jul 31, 2023153$422.2MiShares Core S&P 500 ETFVanguard Intermediate-Term Corporate Bond ETFiShares Core S&P Mid-Cap ETFvs. Q1 2023SEC
Q1 2023May 8, 2023151$407.3MiShares Core S&P 500 ETFVanguard Intermediate-Term Corporate Bond ETFiShares Core S&P Mid-Cap ETFvs. Q4 2022SEC
Q4 2022Feb 8, 2023144$292.6MiShares Core S&P 500 ETFiShares Core S&P Mid-Cap ETFiShares Core S&P Small Cap ETFvs. Q3 2022SEC
Q3 2022Nov 2, 2022815$296.1MiShares Core S&P 500 ETFiShares Core S&P Mid-Cap ETFiShares Core S&P Small Cap ETFvs. Q2 2022SEC
Q2 2022Aug 2, 2022818$299.2MiShares Core S&P 500 ETFiShares Core S&P Mid-Cap ETFiShares Core S&P Small Cap ETFvs. Q1 2022SEC
Q1 2022May 2, 2022803$360.2MiShares Core S&P 500 ETFiShares Core S&P Mid-Cap ETFiShares Core S&P Small Cap ETFvs. Q4 2021SEC
Q4 2021Jan 19, 2022806$355.2MiShares Core S&P 500 ETFVanguard Ftse Emerging Markets ETFInvesco QQQ Trust Series Ivs. Q3 2021SEC
Q3 2021Nov 9, 2021877$332.0MiShares Core S&P 500 ETFVanguard Ftse Emerging Markets ETFInvesco QQQ Trust Series Ivs. Q2 2021SEC
Q2 2021Aug 9, 2021845$336.3MiShares Core S&P 500 ETFVanguard Ftse Emerging Markets ETFSGOLvs. Q1 2021SEC
Q1 2021Apr 26, 2021846$319.4MiShares Core S&P 500 ETFVanguard Ftse Emerging Markets ETFSGOL–SEC