Hudson Value Partners
Latest statistics and disclosures from Hudson Value Partners's latest quarterly 13F-HR filing:
- Top 5 stock holdings are BRK.B, GOOGL, AAPL, MSFT, NVDA, and represent 25.26% of Hudson Value Partners's stock portfolio.
- Added to shares of these 10 stocks: Vanguard Us Total Stock Mkt call (+$7.2M), BABA, VTWO, VTI, KWEB, FNF, TSLA, TMO, DE, QXO.
- Started 10 new stock positions in VTWO, VXX, Ishares Tr call, Vanguard Us Total Stock Mkt call, C, KWEB, Apple Inc option, IDXX, BABA, CAT.
- Reduced shares in these 10 stocks: GLW, BKNG, , HD, SMH, ZBRA, MU, JPM, SNAP, CNR.
- Sold out of its positions in Alphabet Inc call, BKNG, AZTA, CSCO, CNR, MU, SNAP, SMH, VHT.
- Hudson Value Partners was a net buyer of stock by $9.9M.
- Hudson Value Partners has $327M in assets under management (AUM), dropping by 12.65%.
- Central Index Key (CIK): 0001840501
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Portfolio Holdings for Hudson Value Partners
Hudson Value Partners holds 110 positions in its portfolio as reported in the September 2025 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) | 6.6 | $22M | 43k | 502.74 |
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| Alphabet Inc Cap Stk Cl A Stock (GOOGL) | 5.6 | $18M | 75k | 243.10 |
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| Apple Stock (AAPL) | 5.2 | $17M | 66k | 254.63 |
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| Microsoft Corp Stock (MSFT) | 4.9 | $16M | 31k | 517.95 |
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| Nvidia Corporation Stock (NVDA) | 2.9 | $9.6M | +2% | 51k | 186.58 |
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| Visa Inc Com Cl A Stock (V) | 2.4 | $7.9M | 23k | 341.38 |
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| Alphabet Inc Cap Stk Cl C Stock (GOOG) | 2.4 | $7.9M | 32k | 243.55 |
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| Costco Whsl Corp Stock (COST) | 2.3 | $7.6M | 8.2k | 925.63 |
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| Asml Holding N V N Y Registry Adr (ASML) | 2.3 | $7.4M | 7.6k | 968.09 |
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| Corning Stock (GLW) | 2.2 | $7.3M | -18% | 89k | 82.03 |
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| Vanguard Total Stock Market Etf Call Call Option | 2.2 | $7.2M | NEW | 2.2k | 3281.70 |
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| Builders Firstsource Stock (BLDR) | 2.2 | $7.2M | -2% | 59k | 121.25 |
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| Franco Nev Corp Stock (FNV) | 2.2 | $7.1M | +4% | 32k | 222.91 |
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| Everus Constr Group Stock (ECG) | 2.1 | $6.8M | 79k | 85.75 |
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| Vanguard Total Stock Market Etf Etf (VTI) | 2.1 | $6.8M | +16% | 21k | 328.17 |
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| Markel Group Stock (MKL) | 2.1 | $6.7M | 3.5k | 1911.44 |
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| Johnson & Johnson Stock (JNJ) | 2.0 | $6.5M | +3% | 35k | 185.42 |
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| Fidelity National Financial In Stock (FNF) | 1.9 | $6.3M | +15% | 104k | 60.49 |
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| Dell Technologies Inc Cl C Stock (DELL) | 1.9 | $6.2M | 44k | 141.77 |
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| Mdu Res Group Stock (MDU) | 1.8 | $6.0M | -2% | 339k | 17.81 |
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| Amgen Stock (AMGN) | 1.7 | $5.6M | 20k | 282.20 |
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| Esab Corporation Stock (ESAB) | 1.7 | $5.4M | +6% | 49k | 111.74 |
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| Qualcomm Stock (QCOM) | 1.6 | $5.4M | 32k | 166.36 |
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| Thermo Fisher Scientific Stock (TMO) | 1.6 | $5.1M | +14% | 11k | 485.02 |
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| Merck & Co Stock (MRK) | 1.5 | $4.9M | -4% | 59k | 83.93 |
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| Jpmorgan Chase & Co Stock (JPM) | 1.5 | $4.9M | -12% | 15k | 315.43 |
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| Amentum Holdings Stock (AMTM) | 1.4 | $4.5M | 186k | 23.95 |
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| Knife River Corp Stock (KNF) | 1.3 | $4.1M | 54k | 76.87 |
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| Amazon Stock (AMZN) | 1.2 | $4.0M | 18k | 219.57 |
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| Atlanta Braves Hldgs Inc Com Ser A Stock (BATRA) | 1.2 | $4.0M | 88k | 45.47 |
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| Mcdonalds Corp Stock (MCD) | 1.2 | $3.8M | -2% | 13k | 303.89 |
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| Technology Select Sector Spdr Fund Etf (XLK) | 1.1 | $3.7M | +6% | 13k | 281.86 |
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| Deere & Co Stock (DE) | 1.1 | $3.7M | +18% | 8.0k | 457.26 |
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| Canadian Pacific Kansas City Stock (CP) | 1.1 | $3.4M | 46k | 74.50 |
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| Walmart Stock (WMT) | 1.0 | $3.4M | -2% | 33k | 103.06 |
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| Zebra Technologies Corporation Cl A Stock (ZBRA) | 1.0 | $3.4M | -18% | 11k | 297.16 |
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| Meta Platforms Inc Cl A Stock (META) | 0.8 | $2.7M | +11% | 3.7k | 734.38 |
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| Communication Services Select Sector Spdr Fund Etf (XLC) | 0.8 | $2.7M | +15% | 23k | 118.37 |
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| Uber Technologies Stock (UBER) | 0.8 | $2.6M | 27k | 97.97 |
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| Alibaba Group Hldg Adr (BABA) | 0.8 | $2.6M | NEW | 15k | 178.73 |
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| Crowdstrike Hldgs Inc Cl A Stock (CRWD) | 0.8 | $2.4M | 5.0k | 490.38 |
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| Goldman Sachs Hedge Industry Vip Etf Etf (GVIP) | 0.7 | $2.4M | +16% | 15k | 153.26 |
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| Netflix Stock (NFLX) | 0.7 | $2.2M | 1.8k | 1198.92 |
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| United Rentals Stock (URI) | 0.7 | $2.1M | 2.2k | 954.66 |
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| Eli Lilly & Co Stock (LLY) | 0.6 | $2.1M | +13% | 2.8k | 763.00 |
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| Qxo Stock (QXO) | 0.6 | $1.9M | +32% | 100k | 19.06 |
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| Spdr S&p 500 Etf Trust Etf (SPY) | 0.5 | $1.7M | -4% | 2.5k | 666.18 |
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| Advanced Micro Devices Stock (AMD) | 0.5 | $1.6M | -10% | 10k | 161.79 |
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| Martin Marietta Matls Stock (MLM) | 0.5 | $1.5M | 2.4k | 630.28 |
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| Abbott Labs Stock (ABT) | 0.4 | $1.4M | 11k | 133.94 |
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| Emerson Elec Stock (EMR) | 0.4 | $1.4M | 11k | 131.18 |
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| Chart Inds Stock (GTLS) | 0.4 | $1.3M | 6.7k | 200.15 |
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| Home Depot Stock (HD) | 0.4 | $1.3M | -40% | 3.3k | 405.19 |
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| Vanguard Russell 2000 Etf Etf (VTWO) | 0.4 | $1.3M | NEW | 13k | 97.82 |
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| Servicenow Stock (NOW) | 0.4 | $1.2M | 1.4k | 920.28 |
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| Coca Cola Stock (KO) | 0.4 | $1.2M | 18k | 66.32 |
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| Marriott Intl Inc New Cl A Stock (MAR) | 0.4 | $1.2M | 4.4k | 260.44 |
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| Nvent Electric Stock (NVT) | 0.4 | $1.2M | 12k | 98.64 |
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| Energy Transfer L P Com Ut Ltd Ptn Stock (ET) | 0.3 | $1.1M | 65k | 17.16 |
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| Ishares Msci Brazil Etf Etf (EWZ) | 0.3 | $1.1M | +20% | 36k | 31.00 |
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| Tesla Stock (TSLA) | 0.3 | $1.1M | +222% | 2.4k | 444.82 |
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| Vaneck Gold Miners Etf Etf (GDX) | 0.3 | $1.1M | +8% | 14k | 76.40 |
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| Fedex Corp Stock (FDX) | 0.3 | $1.1M | 4.5k | 235.81 |
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| Industrial Select Sector Spdr Fund Etf (XLI) | 0.3 | $1.0M | +17% | 6.7k | 154.24 |
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| Danaher Corporation Stock (DHR) | 0.3 | $1.0M | +43% | 5.2k | 198.26 |
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| Kkr & Co Stock (KKR) | 0.3 | $1.0M | 7.8k | 129.95 |
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| Canadian Imperial Bank Of Comm Stock (CM) | 0.3 | $1.0M | 13k | 79.89 |
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| Invesco Qqq Trust Series I Etf (QQQ) | 0.3 | $976k | -3% | 1.6k | 600.37 |
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| Ishares U.s. Broker-dealers & Securities Exchanges Etf Etf (IAI) | 0.3 | $946k | +20% | 5.3k | 176.88 |
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| Disney Walt Stock (DIS) | 0.3 | $921k | 8.0k | 114.50 |
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| Automatic Data Processing Stock (ADP) | 0.3 | $895k | 3.1k | 293.50 |
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| Kraneshares Csi China Internet Etf Etf (KWEB) | 0.3 | $864k | NEW | 21k | 42.01 |
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| Bitwise Bitcoin Etf Trust Etf (BITB) | 0.3 | $821k | +10% | 13k | 62.22 |
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| Broadcom Stock (AVGO) | 0.2 | $742k | -26% | 2.3k | 329.91 |
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| Exxon Mobil Corp Stock (XOM) | 0.2 | $724k | 6.4k | 112.75 |
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| Zscaler Stock (ZS) | 0.2 | $723k | 2.4k | 299.66 |
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| Invesco S&p 500 Equal Weight Etf Etf (RSP) | 0.2 | $684k | 3.6k | 189.70 |
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| Pepsico Stock (PEP) | 0.2 | $677k | 4.8k | 140.44 |
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| Boeing Stock (BA) | 0.2 | $609k | 2.8k | 215.83 |
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| Duke Energy Corp Stock (DUK) | 0.2 | $572k | -8% | 4.6k | 123.75 |
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| Chevron Corp Stock (CVX) | 0.2 | $554k | 3.6k | 155.29 |
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| Nvidia Corporation Call Call Option | 0.2 | $522k | +86% | 2.8k | 186.58 |
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| Energy Select Sector Spdr Fund Etf (XLE) | 0.2 | $521k | 5.8k | 89.34 |
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| Nuveen Churchill Direct Lendin Cef (NCDL) | 0.2 | $521k | -12% | 38k | 13.80 |
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| Vanguard S&p 500 Etf Etf (VOO) | 0.1 | $488k | 796.00 | 612.38 |
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| Airbnb Inc Com Cl A Stock (ABNB) | 0.1 | $451k | 3.7k | 121.42 |
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| Ipath Series B S&p 500 Vix Short-term Futures Etn Etf (VXX) | 0.1 | $438k | NEW | 13k | 33.16 |
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| Regeneron Pharmaceuticals Stock (REGN) | 0.1 | $427k | 759.00 | 562.27 |
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| Dexcom Stock (DXCM) | 0.1 | $402k | -25% | 6.0k | 67.29 |
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| Procter And Gamble Stock (PG) | 0.1 | $392k | 2.6k | 153.65 |
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| Jpmorgan Income Etf Etf (JPIE) | 0.1 | $368k | +66% | 7.9k | 46.41 |
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| White Mtns Ins Group Stock (WTM) | 0.1 | $344k | 206.00 | 1671.52 |
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| International Business Machs Stock (IBM) | 0.1 | $332k | 1.2k | 282.16 |
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| Amplify Cybersecurity Etf Etf (HACK) | 0.1 | $330k | 3.8k | 86.80 |
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| Parker-hannifin Corp Stock (PH) | 0.1 | $301k | -7% | 397.00 | 758.15 |
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| Dt Midstream Stock (DTM) | 0.1 | $300k | +39% | 2.7k | 113.06 |
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| Ppg Inds Stock (PPG) | 0.1 | $296k | 2.8k | 105.11 |
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| Enterprise Prods Partners Stock (EPD) | 0.1 | $295k | 9.4k | 31.27 |
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| Tjx Cos Stock (TJX) | 0.1 | $274k | 1.9k | 144.54 |
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| Oracle Corp Stock (ORCL) | 0.1 | $269k | -5% | 955.00 | 281.24 |
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| Ishares Msci Emerging Markets Ex China Etf Etf (EMXC) | 0.1 | $257k | 3.8k | 67.51 |
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| Norfolk Southn Corp Stock (NSC) | 0.1 | $255k | 850.00 | 300.41 |
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| Spdr Gold Shares Etf (GLD) | 0.1 | $249k | 700.00 | 355.47 |
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| Caterpillar Stock (CAT) | 0.1 | $239k | NEW | 500.00 | 477.15 |
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| Applied Matls Stock (AMAT) | 0.1 | $229k | 1.1k | 204.74 |
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| Idexx Labs Stock (IDXX) | 0.1 | $224k | NEW | 350.00 | 638.89 |
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| Metlife Stock (MET) | 0.1 | $214k | 2.6k | 82.37 |
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| Citigroup Stock (C) | 0.1 | $201k | NEW | 2.0k | 101.50 |
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| Apple Call Call Option | 0.0 | $76k | NEW | 300.00 | 254.63 |
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| Kraneshares Csi China Internet Etf Call Call Option | 0.0 | $42k | NEW | 1.0k | 42.01 |
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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 2025 Q3 filed Oct. 30, 2025
- Hudson Value Partners 2025 Q2 filed July 18, 2025
- Hudson Value Partners 2025 Q1 filed April 22, 2025
- 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