Hudson Value Partners
Latest statistics and disclosures from Hudson Value Partners's latest quarterly 13F-HR filing:
- Top 5 stock holdings are BRK.B, AAPL, MSFT, GOOGL, BLDR, and represent 27.30% of Hudson Value Partners's stock portfolio.
- Added to shares of these 10 stocks: Everus Constr Group, VTI, ASML, GOOGL, MSFT, NVDA, GTLS, BRK.B, SMH, META.
- Started 7 new stock positions in PLTR, Everus Constr Group, IAI, BITB, SMH, TSLA, GTLS.
- Reduced shares in these 10 stocks: MKSI, CP, MOAT, XOP, DIS, , NOC, ALL, GDX, VHT.
- Sold out of its positions in ADBE, ALL, AMAT, CL, CMCSA, NSC, NOC, PFE, XOP, STWD. TGT, MOAT.
- Hudson Value Partners was a net buyer of stock by $13M.
- Hudson Value Partners has $269M in assets under management (AUM), dropping by 4.40%.
- Central Index Key (CIK): 0001840501
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Portfolio Holdings for Hudson Value Partners
Hudson Value Partners holds 92 positions in its portfolio as reported in the December 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Berkshire Hathaway Inc Del Cl B Stock (BRK.B) | 7.1 | $19M | +5% | 42k | 453.27 |
|
| Apple Stock (AAPL) | 6.5 | $18M | 70k | 250.42 |
|
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| Microsoft Corp Stock (MSFT) | 5.3 | $14M | +12% | 34k | 421.51 |
|
| Alphabet Inc Cap Stk Cl A Stock (GOOGL) | 5.2 | $14M | +22% | 73k | 189.31 |
|
| Builders Firstsource Stock (BLDR) | 3.2 | $8.6M | 60k | 142.93 |
|
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| Vanguard Total Stock Market Etf Etf (VTI) | 3.1 | $8.4M | +68% | 29k | 289.99 |
|
| Costco Whsl Corp Stock (COST) | 2.9 | $7.8M | +5% | 8.5k | 916.28 |
|
| Visa Inc Com Cl A Stock (V) | 2.7 | $7.3M | +6% | 23k | 316.04 |
|
| Nvidia Corporation Stock (NVDA) | 2.5 | $6.8M | +30% | 51k | 134.32 |
|
| Alphabet Inc Cap Stk Cl C Stock (GOOG) | 2.3 | $6.2M | -4% | 32k | 190.44 |
|
| Markel Group Stock (MKL) | 2.1 | $5.8M | +4% | 3.3k | 1726.23 |
|
| Zebra Technologies Corporation Cl A Stock (ZBRA) | 2.1 | $5.8M | 15k | 386.22 |
|
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| Esab Corporation Stock (ESAB) | 2.1 | $5.7M | 48k | 119.94 |
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| Johnson & Johnson Stock (JNJ) | 2.1 | $5.6M | +2% | 41k | 136.41 |
|
| Knife River Corp Stock (KNF) | 2.0 | $5.5M | +3% | 54k | 101.64 |
|
| Chevron Corp Stock (CVX) | 2.0 | $5.4M | 37k | 144.84 |
|
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| Corning Stock (GLW) | 2.0 | $5.3M | 111k | 47.52 |
|
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| Danaher Corporation Stock (DHR) | 1.9 | $5.2M | -3% | 23k | 229.55 |
|
| Qualcomm Stock (QCOM) | 1.9 | $5.1M | +3% | 33k | 153.62 |
|
| Fidelity National Financial In Fnf Group Stock (FNF) | 1.9 | $5.1M | 91k | 56.14 |
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| Everus Constr Group | 1.8 | $4.9M | NEW | 75k | 65.75 |
|
| Merck & Co Stock (MRK) | 1.7 | $4.6M | -5% | 46k | 99.48 |
|
| Mcdonalds Corp Stock (MCD) | 1.6 | $4.3M | +7% | 15k | 289.89 |
|
| Amgen Stock (AMGN) | 1.5 | $4.1M | +7% | 16k | 260.64 |
|
| Amazon Stock (AMZN) | 1.5 | $4.1M | +13% | 19k | 219.39 |
|
| Mdu Res Group Stock (MDU) | 1.4 | $3.8M | 213k | 18.02 |
|
|
| Franco Nev Corp Stock (FNV) | 1.4 | $3.8M | +5% | 32k | 117.59 |
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| Jpmorgan Chase & Co Stock (JPM) | 1.4 | $3.7M | +3% | 16k | 239.71 |
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| Home Depot Stock (HD) | 1.3 | $3.6M | -3% | 9.3k | 388.99 |
|
| Walmart Stock (WMT) | 1.3 | $3.6M | -2% | 39k | 90.35 |
|
| Asml Holding N V N Y Registry Adr (ASML) | 1.3 | $3.5M | +994% | 5.1k | 693.08 |
|
| Technology Select Sector Spdr Fund Etf (XLK) | 1.2 | $3.1M | +5% | 13k | 233.13 |
|
| Deere & Co Stock (DE) | 1.1 | $2.8M | +2% | 6.7k | 423.70 |
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| Cheniere Energy Stock (LNG) | 1.0 | $2.7M | +5% | 12k | 214.87 |
|
| Canadian Pacific Kansas City Stock (CP) | 0.9 | $2.3M | -41% | 32k | 72.38 |
|
| Crowdstrike Hldgs Inc Cl A Stock (CRWD) | 0.7 | $1.9M | 5.6k | 342.16 |
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| Netflix Stock (NFLX) | 0.7 | $1.9M | -6% | 2.1k | 891.32 |
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| Vanguard Small Cap Value Etf Etf (VBR) | 0.6 | $1.7M | +6% | 8.8k | 198.01 |
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| United Rentals Stock (URI) | 0.6 | $1.6M | -5% | 2.2k | 704.44 |
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| Spdr S&p 500 Etf Trust Etf (SPY) | 0.6 | $1.6M | 2.7k | 586.35 |
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| Servicenow Stock (NOW) | 0.5 | $1.5M | +2% | 1.4k | 1060.12 |
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| Meta Platforms Inc Cl A Stock (META) | 0.5 | $1.4M | +79% | 2.4k | 585.58 |
|
| Booking Holdings Stock (BKNG) | 0.5 | $1.4M | -14% | 286.00 | 4968.42 |
|
| Advanced Micro Devices Stock (AMD) | 0.5 | $1.4M | -2% | 11k | 120.79 |
|
| Emerson Elec Stock (EMR) | 0.5 | $1.3M | 11k | 123.93 |
|
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| Martin Marietta Matls Stock (MLM) | 0.5 | $1.3M | -3% | 2.5k | 516.50 |
|
| Abbott Labs Stock (ABT) | 0.5 | $1.3M | -6% | 12k | 113.11 |
|
| Chart Inds Stock (GTLS) | 0.5 | $1.3M | NEW | 6.7k | 190.84 |
|
| Uber Technologies Stock (UBER) | 0.5 | $1.3M | 21k | 60.32 |
|
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| Energy Transfer L P Com Ut Ltd Ptn Stock (ET) | 0.5 | $1.3M | 65k | 19.59 |
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| Marriott Intl Inc New Cl A Stock (MAR) | 0.5 | $1.3M | -4% | 4.5k | 278.94 |
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| Fedex Corp Stock (FDX) | 0.5 | $1.3M | 4.5k | 281.33 |
|
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| Goldman Sachs Hedge Industry Vip Etf Etf (GVIP) | 0.4 | $1.2M | -21% | 9.3k | 124.37 |
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| Coca Cola Stock (KO) | 0.4 | $1.1M | -8% | 19k | 62.26 |
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| Disney Walt Stock (DIS) | 0.4 | $1.1M | -36% | 10k | 111.35 |
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| Eli Lilly & Co Stock (LLY) | 0.4 | $1.1M | 1.4k | 772.00 |
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| Vanguard Health Care Etf Etf (VHT) | 0.4 | $978k | -25% | 3.9k | 253.44 |
|
| Invesco Qqq Trust Series I Etf (QQQ) | 0.4 | $975k | -5% | 1.9k | 511.23 |
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| Pepsico Stock (PEP) | 0.4 | $942k | -3% | 6.2k | 152.06 |
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| Nvent Electric Stock (NVT) | 0.3 | $898k | 13k | 68.16 |
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| Automatic Data Processing Stock (ADP) | 0.3 | $893k | 3.1k | 292.73 |
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| Vanguard S&p 500 Etf Etf (VOO) | 0.3 | $828k | -6% | 1.5k | 538.81 |
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| Communication Services Select Sector Spdr Fund Etf (XLC) | 0.3 | $784k | +6% | 8.1k | 96.92 |
|
| Industrial Select Sector Spdr Fund Etf (XLI) | 0.3 | $753k | +6% | 5.7k | 131.81 |
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| Dexcom Stock (DXCM) | 0.3 | $740k | 9.5k | 77.77 |
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| Unitedhealth Group Stock (UNH) | 0.3 | $732k | +35% | 1.4k | 505.88 |
|
| Vaneck Semiconductor Etf Etf (SMH) | 0.3 | $721k | NEW | 3.0k | 243.06 |
|
| Nuveen Churchill Direct Lendin Cef (NCDL) | 0.3 | $721k | +98% | 43k | 16.78 |
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| Broadcom Stock (AVGO) | 0.3 | $707k | 3.1k | 231.84 |
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| Exxon Mobil Corp Stock (XOM) | 0.3 | $688k | +6% | 6.4k | 107.57 |
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| Azenta Stock (AZTA) | 0.2 | $650k | -9% | 13k | 50.00 |
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| Honeywell Intl Stock (HON) | 0.2 | $645k | +24% | 2.9k | 225.90 |
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| Invesco S&p 500 Equal Weight Etf Etf (RSP) | 0.2 | $629k | 3.6k | 175.23 |
|
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| Ishares U.s. Broker-dealers & Securities Exchanges Etf Etf (IAI) | 0.2 | $558k | NEW | 3.9k | 144.21 |
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| Duke Energy Corp Stock (DUK) | 0.2 | $543k | -4% | 5.0k | 107.74 |
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| Boeing Stock (BA) | 0.2 | $499k | -29% | 2.8k | 177.00 |
|
| Zscaler Stock (ZS) | 0.2 | $471k | 2.6k | 180.41 |
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| Energy Select Sector Spdr Fund Etf (XLE) | 0.2 | $471k | -21% | 5.5k | 85.66 |
|
| Mks Instrs Stock (MKSI) | 0.2 | $435k | -82% | 4.2k | 104.39 |
|
| Procter And Gamble Stock (PG) | 0.2 | $428k | +41% | 2.6k | 167.65 |
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| White Mtns Ins Group Stock (WTM) | 0.1 | $401k | 206.00 | 1945.06 |
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| Vaneck Gold Miners Etf Etf (GDX) | 0.1 | $391k | -46% | 12k | 33.87 |
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| Bitwise Bitcoin Etf Trust Etf (BITB) | 0.1 | $370k | NEW | 7.3k | 51.02 |
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| Ppg Inds Stock (PPG) | 0.1 | $345k | 2.9k | 119.45 |
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| Amplify Cybersecurity Etf Etf (HACK) | 0.1 | $317k | +11% | 4.3k | 74.49 |
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| Parker-hannifin Corp Stock (PH) | 0.1 | $312k | +14% | 491.00 | 636.03 |
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| Tjx Cos Stock (TJX) | 0.1 | $294k | +13% | 2.4k | 120.81 |
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| Tesla Stock (TSLA) | 0.1 | $236k | NEW | 583.00 | 403.91 |
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| Palantir Technologies Inc Cl A Stock (PLTR) | 0.1 | $219k | NEW | 2.9k | 75.64 |
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| Ishares Msci Emerging Markets Ex China Etf Etf (EMXC) | 0.1 | $211k | 3.8k | 55.45 |
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| Enterprise Prods Partners Stock (EPD) | 0.1 | $208k | -52% | 6.6k | 31.36 |
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| Srh Total Return Fund Cef (STEW) | 0.1 | $196k | 12k | 16.02 |
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Past Filings by Hudson Value Partners
SEC 13F filings are viewable for Hudson Value Partners going back to 2020
- Hudson Value Partners 2024 Q4 amended filed Feb. 18, 2025
- Hudson Value Partners 2024 Q4 filed Feb. 3, 2025
- Hudson Value Partners 2024 Q3 filed Oct. 31, 2024
- Hudson Value Partners 2024 Q2 filed July 29, 2024
- Hudson Value Partners 2024 Q1 filed May 8, 2024
- Hudson Value Partners 2023 Q4 filed Feb. 12, 2024
- Hudson Value Partners 2023 Q3 filed Nov. 2, 2023
- Hudson Value Partners 2023 Q2 filed Aug. 2, 2023
- Hudson Value Partners 2023 Q1 filed May 9, 2023
- Hudson Value Partners 2022 Q4 filed Jan. 30, 2023
- Hudson Value Partners 2022 Q3 filed Nov. 8, 2022
- Hudson Value Partners 2022 Q2 filed July 29, 2022
- Hudson Value Partners 2022 Q1 filed April 14, 2022
- Hudson Value Partners 2021 Q4 filed Jan. 19, 2022
- Hudson Value Partners 2021 Q3 filed Oct. 29, 2021
- Hudson Value Partners 2021 Q2 filed July 9, 2021