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, BLDR, GOOGL, and represent 26.88% of Hudson Value Partners's stock portfolio.
- Added to shares of these 10 stocks: MSFT, VTI, ET, GDX, META, AAPL, GOOGL, COST, XLK, NVDA.
- Started 12 new stock positions in TJX, STEW, META, ADBE, ET, GDX, NSC, CL, ASML, HACK. TGT, NCDL.
- Reduced shares in these 10 stocks: PARA, AZTA, LHX, HEWJ, EL, FDX, SLB, IPO, WMT, AMD.
- Sold out of its positions in HEWJ, LHX, EL, IPO, SLB, PARA.
- Hudson Value Partners was a net buyer of stock by $8.6M.
- Hudson Value Partners has $257M in assets under management (AUM), dropping by 8.82%.
- Central Index Key (CIK): 0001840501
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Portfolio Holdings for Hudson Value Partners
Hudson Value Partners holds 97 positions in its portfolio as reported in the September 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 | $18M | +2% | 40k | 460.26 |
|
| Apple Stock (AAPL) | 6.4 | $16M | +4% | 71k | 233.00 |
|
| Microsoft Corp Stock (MSFT) | 5.0 | $13M | +11% | 30k | 430.30 |
|
| Builders Firstsource Stock (BLDR) | 4.5 | $12M | +3% | 59k | 193.86 |
|
| Alphabet Inc Cap Stk Cl A Stock (GOOGL) | 3.8 | $9.9M | +6% | 60k | 165.85 |
|
| Costco Whsl Corp Stock (COST) | 2.8 | $7.1M | +7% | 8.0k | 886.52 |
|
| Johnson & Johnson Stock (JNJ) | 2.5 | $6.5M | +3% | 40k | 162.06 |
|
| Danaher Corporation Stock (DHR) | 2.5 | $6.5M | 24k | 278.02 |
|
|
| Visa Inc Com Cl A Stock (V) | 2.3 | $6.0M | +4% | 22k | 274.95 |
|
| Mdu Res Group Stock (MDU) | 2.3 | $5.8M | +3% | 213k | 27.41 |
|
| Alphabet Inc Cap Stk Cl C Stock (GOOG) | 2.2 | $5.7M | +5% | 34k | 167.19 |
|
| Fidelity National Financial In Fnf Group Stock (FNF) | 2.2 | $5.7M | 92k | 62.06 |
|
|
| Zebra Technologies Corporation Cl A Stock (ZBRA) | 2.2 | $5.5M | 15k | 370.32 |
|
|
| Chevron Corp Stock (CVX) | 2.1 | $5.5M | +2% | 38k | 147.27 |
|
| Merck & Co Stock (MRK) | 2.1 | $5.5M | +9% | 49k | 113.56 |
|
| Qualcomm Stock (QCOM) | 2.1 | $5.5M | 32k | 170.05 |
|
|
| Esab Corporation Stock (ESAB) | 2.0 | $5.1M | +8% | 48k | 106.31 |
|
| Corning Stock (GLW) | 2.0 | $5.1M | +5% | 113k | 45.15 |
|
| Markel Group Stock (MKL) | 1.9 | $5.0M | +10% | 3.2k | 1568.58 |
|
| Vanguard Total Stock Market Etf Etf (VTI) | 1.9 | $4.9M | +34% | 17k | 283.17 |
|
| Canadian Pacific Kansas City Stock (CP) | 1.9 | $4.8M | +2% | 56k | 85.63 |
|
| Amgen Stock (AMGN) | 1.9 | $4.8M | 15k | 322.21 |
|
|
| Nvidia Corporation Stock (NVDA) | 1.8 | $4.7M | +11% | 39k | 121.44 |
|
| Knife River Corp Stock (KNF) | 1.8 | $4.6M | +2% | 52k | 89.39 |
|
| Mcdonalds Corp Stock (MCD) | 1.6 | $4.2M | +3% | 14k | 304.51 |
|
| Home Depot Stock (HD) | 1.5 | $3.9M | +3% | 9.6k | 405.20 |
|
| Franco Nev Corp Stock (FNV) | 1.5 | $3.8M | 31k | 124.25 |
|
|
| Walmart Stock (WMT) | 1.3 | $3.3M | -5% | 41k | 80.75 |
|
| Jpmorgan Chase & Co Stock (JPM) | 1.2 | $3.2M | 15k | 210.86 |
|
|
| Amazon Stock (AMZN) | 1.2 | $3.0M | -4% | 16k | 186.33 |
|
| Technology Select Sector Spdr Fund Etf (XLK) | 1.1 | $2.9M | +21% | 13k | 225.77 |
|
| Deere & Co Stock (DE) | 1.1 | $2.7M | +10% | 6.5k | 417.33 |
|
| Mks Instrs Stock (MKSI) | 1.0 | $2.5M | +7% | 23k | 108.71 |
|
| Cheniere Energy Stock (LNG) | 0.8 | $2.1M | 12k | 179.84 |
|
|
| United Rentals Stock (URI) | 0.7 | $1.9M | -3% | 2.4k | 809.73 |
|
| Advanced Micro Devices Stock (AMD) | 0.7 | $1.9M | -7% | 12k | 164.08 |
|
| Vanguard Small Cap Value Etf Etf (VBR) | 0.6 | $1.7M | +36% | 8.2k | 200.77 |
|
| Crowdstrike Hldgs Inc Cl A Stock (CRWD) | 0.6 | $1.6M | +33% | 5.7k | 280.47 |
|
| Netflix Stock (NFLX) | 0.6 | $1.6M | -7% | 2.2k | 709.27 |
|
| Uber Technologies Stock (UBER) | 0.6 | $1.6M | -6% | 21k | 75.16 |
|
| Disney Walt Stock (DIS) | 0.6 | $1.5M | -2% | 16k | 96.19 |
|
| Spdr S&p 500 Etf Trust Etf (SPY) | 0.6 | $1.5M | +13% | 2.6k | 573.76 |
|
| Vanguard Health Care Etf Etf (VHT) | 0.6 | $1.5M | +3% | 5.2k | 282.18 |
|
| Coca Cola Stock (KO) | 0.6 | $1.4M | -3% | 20k | 71.86 |
|
| Martin Marietta Matls Stock (MLM) | 0.5 | $1.4M | -6% | 2.6k | 538.25 |
|
| Goldman Sachs Hedge Industry Vip Etf Etf (GVIP) | 0.5 | $1.4M | +4% | 12k | 119.61 |
|
| Abbott Labs Stock (ABT) | 0.5 | $1.4M | +8% | 12k | 114.01 |
|
| Booking Holdings Stock (BKNG) | 0.5 | $1.4M | -9% | 333.00 | 4212.12 |
|
| Vaneck Morningstar Wide Moat Etf Etf (MOAT) | 0.5 | $1.3M | +6% | 14k | 96.95 |
|
| Fedex Corp Stock (FDX) | 0.5 | $1.2M | -22% | 4.5k | 273.68 |
|
| Eli Lilly & Co Stock (LLY) | 0.5 | $1.2M | 1.4k | 885.94 |
|
|
| Servicenow Stock (NOW) | 0.5 | $1.2M | -6% | 1.4k | 894.39 |
|
| Emerson Elec Stock (EMR) | 0.5 | $1.2M | -8% | 11k | 109.37 |
|
| Marriott Intl Inc New Cl A Stock (MAR) | 0.5 | $1.2M | -8% | 4.7k | 248.60 |
|
| Pepsico Stock (PEP) | 0.4 | $1.1M | +5% | 6.4k | 170.05 |
|
| Spdr S&p Oil & Gas Exploration & Production Etf Etf (XOP) | 0.4 | $1.1M | 8.0k | 131.52 |
|
|
| Energy Transfer L P Com Ut Ltd Ptn Stock (ET) | 0.4 | $1.0M | NEW | 64k | 16.05 |
|
| Invesco Qqq Trust Series I Etf (QQQ) | 0.4 | $984k | +18% | 2.0k | 488.07 |
|
| Nvent Electric Stock (NVT) | 0.4 | $926k | -5% | 13k | 70.26 |
|
| Vanguard S&p 500 Etf Etf (VOO) | 0.3 | $864k | 1.6k | 527.67 |
|
|
| Vaneck Gold Miners Etf Etf (GDX) | 0.3 | $853k | NEW | 21k | 39.82 |
|
| Automatic Data Processing Stock (ADP) | 0.3 | $844k | +22% | 3.1k | 276.73 |
|
| Meta Platforms Inc Cl A Stock (META) | 0.3 | $780k | NEW | 1.4k | 572.44 |
|
| Industrial Select Sector Spdr Fund Etf (XLI) | 0.3 | $728k | +8% | 5.4k | 135.44 |
|
| Exxon Mobil Corp Stock (XOM) | 0.3 | $703k | -9% | 6.0k | 117.22 |
|
| Azenta Stock (AZTA) | 0.3 | $697k | -73% | 14k | 48.44 |
|
| Communication Services Select Sector Spdr Fund Etf (XLC) | 0.3 | $687k | +5% | 7.6k | 90.40 |
|
| Invesco S&p 500 Equal Weight Etf Etf (RSP) | 0.2 | $641k | +44% | 3.6k | 179.16 |
|
| Dexcom Stock (DXCM) | 0.2 | $638k | 9.5k | 67.04 |
|
|
| Unitedhealth Group Stock (UNH) | 0.2 | $625k | +8% | 1.1k | 584.68 |
|
| Energy Select Sector Spdr Fund Etf (XLE) | 0.2 | $615k | -13% | 7.0k | 87.80 |
|
| Boeing Stock (BA) | 0.2 | $607k | -7% | 4.0k | 152.04 |
|
| Duke Energy Corp Stock (DUK) | 0.2 | $605k | +107% | 5.3k | 115.30 |
|
| Comcast Corp New Cl A Stock (CMCSA) | 0.2 | $591k | 14k | 41.77 |
|
|
| Northrop Grumman Corp Stock (NOC) | 0.2 | $568k | 1.1k | 528.07 |
|
|
| Broadcom Stock (AVGO) | 0.2 | $530k | +900% | 3.1k | 172.50 |
|
| Honeywell Intl Stock (HON) | 0.2 | $474k | -13% | 2.3k | 206.71 |
|
| Zscaler Stock (ZS) | 0.2 | $447k | +5% | 2.6k | 170.94 |
|
| Enterprise Prods Partners Stock (EPD) | 0.2 | $404k | -9% | 14k | 29.11 |
|
| Asml Holding N V N Y Registry Adr (ASML) | 0.2 | $389k | NEW | 467.00 | 833.25 |
|
| Ppg Inds Stock (PPG) | 0.1 | $382k | 2.9k | 132.46 |
|
|
| Nuveen Churchill Direct Lendin Cef (NCDL) | 0.1 | $376k | NEW | 22k | 17.42 |
|
| Allstate Corp Stock (ALL) | 0.1 | $354k | 1.9k | 189.65 |
|
|
| White Mtns Ins Group Stock (WTM) | 0.1 | $349k | 206.00 | 1696.20 |
|
|
| Procter And Gamble Stock (PG) | 0.1 | $313k | +19% | 1.8k | 173.20 |
|
| Pfizer Stock (PFE) | 0.1 | $289k | -2% | 10k | 28.94 |
|
| Parker-hannifin Corp Stock (PH) | 0.1 | $272k | 430.00 | 631.82 |
|
|
| Starwood Ppty Tr Reit (STWD) | 0.1 | $269k | -10% | 13k | 20.38 |
|
| Amplify Cybersecurity Etf Etf (HACK) | 0.1 | $260k | NEW | 3.8k | 68.28 |
|
| Tjx Cos Stock (TJX) | 0.1 | $253k | NEW | 2.2k | 117.54 |
|
| Adobe Stock (ADBE) | 0.1 | $244k | NEW | 472.00 | 517.78 |
|
| Ishares Msci Emerging Markets Ex China Etf Etf (EMXC) | 0.1 | $232k | 3.8k | 61.11 |
|
|
| Applied Matls Stock (AMAT) | 0.1 | $226k | 1.1k | 202.05 |
|
|
| Colgate Palmolive Stock (CL) | 0.1 | $212k | NEW | 2.0k | 103.81 |
|
| Norfolk Southn Corp Stock (NSC) | 0.1 | $211k | NEW | 850.00 | 248.50 |
|
| Target Corp Stock (TGT) | 0.1 | $204k | NEW | 1.3k | 155.86 |
|
| Srh Total Return Fund Cef (STEW) | 0.1 | $193k | NEW | 12k | 15.80 |
|
Past Filings by Hudson Value Partners
SEC 13F filings are viewable for Hudson Value Partners going back to 2020
- 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
- Hudson Value Partners 2021 Q1 filed April 19, 2021
- Hudson Value Partners 2020 Q4 filed Feb. 18, 2021