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 24.29% of Hudson Value Partners's stock portfolio.
- Added to shares of these 10 stocks: AMGN, DHR, CVX, DXCM, LNG, MCD, MDU, KNF, FDX, VHT.
- Started 5 new stock positions in DXCM, SBAC, TSLA, NSC, HACK.
- Reduced shares in these 10 stocks: FE, DLTR, ESAB, JMST, RSP, VTI, UBER, SPY, , JNJ.
- Sold out of its positions in BALL, CCI, DLTR, FE, FNV, GH, JMST, VIG, VO, BIP.
- Hudson Value Partners was a net buyer of stock by $3.2M.
- Hudson Value Partners has $215M in assets under management (AUM), dropping by 12.92%.
- Central Index Key (CIK): 0001840501
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Hudson Value Partners holds 94 positions in its portfolio as reported in the December 2023 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
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Berkshire Hathaway Inc Del Cl B Stock (BRK.B) | 6.5 | $14M | 39k | 356.66 |
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Apple Stock (AAPL) | 5.7 | $12M | 63k | 192.53 |
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Microsoft Corp Stock (MSFT) | 4.3 | $9.3M | +2% | 25k | 376.04 |
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Builders Firstsource Stock (BLDR) | 4.3 | $9.3M | 56k | 166.94 |
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Alphabet Inc Cap Stk Cl A Stock (GOOGL) | 3.4 | $7.4M | 53k | 139.69 |
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Johnson & Johnson Stock (JNJ) | 2.5 | $5.5M | -5% | 35k | 156.74 |
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Chevron Corp Stock (CVX) | 2.5 | $5.4M | +40% | 36k | 149.16 |
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Visa Inc Com Cl A Stock (V) | 2.5 | $5.4M | 21k | 260.35 |
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Danaher Corporation Stock (DHR) | 2.4 | $5.2M | +44% | 23k | 231.34 |
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Costco Whsl Corp Stock (COST) | 2.3 | $4.9M | 7.5k | 660.08 |
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Merck & Co Stock (MRK) | 2.3 | $4.9M | +4% | 45k | 109.02 |
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Qualcomm Stock (QCOM) | 2.2 | $4.8M | 33k | 144.63 |
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Alphabet Inc Cap Stk Cl C Stock (GOOG) | 2.2 | $4.7M | 33k | 140.93 |
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Fidelity National Financial In Fnf Group Stock (FNF) | 2.1 | $4.5M | 89k | 51.02 |
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Mdu Res Group Stock (MDU) | 1.9 | $4.2M | +27% | 210k | 19.80 |
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Markel Group Stock (MKL) | 1.9 | $4.1M | +5% | 2.9k | 1419.90 |
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Esab Corporation Stock (ESAB) | 1.8 | $3.9M | -23% | 46k | 86.62 |
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Amgen Stock (AMGN) | 1.8 | $3.8M | +176% | 13k | 288.02 |
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Celanese Corp Del Stock (CE) | 1.7 | $3.6M | 23k | 155.37 |
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Azenta Stock (AZTA) | 1.6 | $3.5M | 54k | 65.14 |
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Zebra Technologies Corporation Cl A Stock (ZBRA) | 1.6 | $3.5M | -4% | 13k | 273.33 |
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Air Prods & Chems Stock (APD) | 1.5 | $3.3M | 12k | 273.80 |
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Home Depot Stock (HD) | 1.5 | $3.2M | 9.3k | 346.55 |
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Knife River Corp Stock (KNF) | 1.5 | $3.2M | +24% | 48k | 66.18 |
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Deere & Co Stock (DE) | 1.5 | $3.2M | -3% | 7.9k | 399.87 |
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Amazon Stock (AMZN) | 1.4 | $3.1M | -2% | 20k | 151.94 |
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Cvs Health Corp Stock (CVS) | 1.4 | $3.0M | -3% | 39k | 78.96 |
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Corning Stock (GLW) | 1.4 | $2.9M | 96k | 30.45 |
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L3harris Technologies Stock (LHX) | 1.3 | $2.7M | 13k | 210.62 |
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Cheniere Energy Stock (LNG) | 1.2 | $2.7M | +67% | 16k | 170.71 |
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Vanguard Total Stock Market Etf Etf (VTI) | 1.2 | $2.6M | -13% | 11k | 237.22 |
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Mcdonalds Corp Stock (MCD) | 1.2 | $2.6M | +68% | 8.8k | 296.51 |
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Jpmorgan Chase & Co Stock (JPM) | 1.2 | $2.5M | 15k | 170.10 |
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Walmart Stock (WMT) | 1.1 | $2.4M | +2% | 15k | 157.65 |
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Ss&c Technologies Hldgs Stock (SSNC) | 1.1 | $2.4M | -2% | 39k | 61.11 |
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Cme Group Stock (CME) | 1.1 | $2.4M | 11k | 210.60 |
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Advanced Micro Devices Stock (AMD) | 0.9 | $2.0M | +4% | 14k | 147.41 |
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Technology Select Sector Spdr Fund Etf (XLK) | 0.8 | $1.8M | +15% | 9.3k | 192.48 |
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Nvidia Corporation Stock (NVDA) | 0.8 | $1.7M | 3.5k | 495.22 |
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United Rentals Stock (URI) | 0.8 | $1.7M | -4% | 3.0k | 573.42 |
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Mks Instrs Stock (MKSI) | 0.8 | $1.6M | -2% | 16k | 102.87 |
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Martin Marietta Matls Stock (MLM) | 0.7 | $1.5M | 3.0k | 498.91 |
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Disney Walt Stock (DIS) | 0.7 | $1.5M | -2% | 16k | 90.29 |
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Fedex Corp Stock (FDX) | 0.7 | $1.5M | +22% | 5.8k | 252.97 |
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Netflix Stock (NFLX) | 0.7 | $1.4M | 3.0k | 486.88 |
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Booking Holdings Stock (BKNG) | 0.7 | $1.4M | 405.00 | 3547.22 |
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Vanguard Health Care Etf Etf (VHT) | 0.7 | $1.4M | +21% | 5.7k | 250.70 |
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Workday Inc Cl A Stock (WDAY) | 0.7 | $1.4M | 5.1k | 276.06 |
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Uber Technologies Stock (UBER) | 0.7 | $1.4M | -21% | 23k | 61.57 |
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Spdr S&p 500 Etf Trust Etf (SPY) | 0.6 | $1.3M | -23% | 2.7k | 475.31 |
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Marriott Intl Inc New Cl A Stock (MAR) | 0.6 | $1.3M | 5.6k | 225.51 |
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Coca Cola Stock (KO) | 0.6 | $1.2M | 21k | 58.93 |
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Pepsico Stock (PEP) | 0.6 | $1.2M | 7.3k | 169.84 |
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Boeing Stock (BA) | 0.6 | $1.2M | -7% | 4.7k | 260.66 |
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Dexcom Stock (DXCM) | 0.6 | $1.2M | NEW | 9.6k | 124.09 |
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Abbott Labs Stock (ABT) | 0.5 | $1.2M | 11k | 110.07 |
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Canadian Pacific Kansas City Stock (CP) | 0.5 | $1.1M | +17% | 15k | 79.49 |
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Nxp Semiconductors N V Stock (NXPI) | 0.5 | $970k | 4.2k | 229.68 |
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Goldman Sachs Hedge Industry Vip Etf Etf (GVIP) | 0.4 | $934k | +6% | 9.7k | 95.84 |
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Vanguard Small Cap Value Etf Etf (VBR) | 0.4 | $923k | +7% | 5.1k | 179.97 |
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Vaneck Morningstar Wide Moat Etf Etf (MOAT) | 0.4 | $908k | +5% | 11k | 84.87 |
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Eli Lilly & Co Stock (LLY) | 0.4 | $838k | -2% | 1.4k | 582.92 |
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Lauder Estee Cos Inc Cl A Stock (EL) | 0.4 | $756k | -18% | 5.2k | 146.25 |
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Invesco Qqq Trust Series I Etf (QQQ) | 0.3 | $729k | +46% | 1.8k | 409.52 |
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Vanguard S&p 500 Etf Etf (VOO) | 0.3 | $728k | +4% | 1.7k | 436.80 |
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Energy Select Sector Spdr Fund Etf (XLE) | 0.3 | $674k | -10% | 8.0k | 83.84 |
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Flexshares Morningstar Global Upstream Natural Resources Index Fund Etf (GUNR) | 0.3 | $662k | +11% | 16k | 40.95 |
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Comcast Corp New Cl A Stock (CMCSA) | 0.3 | $620k | -2% | 14k | 43.85 |
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Exxon Mobil Corp Stock (XOM) | 0.3 | $619k | +22% | 6.2k | 99.98 |
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Crowdstrike Hldgs Inc Cl A Stock (CRWD) | 0.3 | $606k | 2.4k | 255.32 |
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Schlumberger Ltd Com Stk Stock (SLB) | 0.3 | $595k | +25% | 11k | 52.04 |
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Automatic Data Processing Stock (ADP) | 0.3 | $582k | 2.5k | 232.97 |
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Zscaler Stock (ZS) | 0.3 | $544k | 2.5k | 221.56 |
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Unitedhealth Group Stock (UNH) | 0.2 | $508k | +12% | 965.00 | 526.47 |
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Northrop Grumman Corp Stock (NOC) | 0.2 | $503k | 1.1k | 468.14 |
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Industrial Select Sector Spdr Fund Etf (XLI) | 0.2 | $494k | +9% | 4.3k | 113.99 |
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Ishares Msci Switzerland Etf Etf (EWL) | 0.2 | $456k | +11% | 9.4k | 48.27 |
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Ppg Inds Stock (PPG) | 0.2 | $431k | -4% | 2.9k | 149.55 |
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Enterprise Prods Partners Stock (EPD) | 0.2 | $414k | -16% | 16k | 26.35 |
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Honeywell Intl Stock (HON) | 0.2 | $350k | +14% | 1.7k | 209.71 |
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Pfizer Stock (PFE) | 0.2 | $341k | -33% | 12k | 28.79 |
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Broadcom Stock (AVGO) | 0.2 | $335k | -15% | 300.00 | 1116.25 |
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White Mtns Ins Group Stock (WTM) | 0.1 | $310k | -10% | 206.00 | 1505.01 |
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Starwood Ppty Tr Reit (STWD) | 0.1 | $310k | 15k | 21.02 |
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Invesco S&p 500 Equal Weight Etf Etf (RSP) | 0.1 | $309k | -60% | 2.0k | 157.80 |
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Allstate Corp Stock (ALL) | 0.1 | $265k | 1.9k | 139.98 |
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Tesla Stock (TSLA) | 0.1 | $245k | NEW | 987.00 | 248.48 |
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Duke Energy Corp Stock (DUK) | 0.1 | $245k | 2.5k | 97.04 |
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Etfmg Prime Cyber Security Etfmg Prime Cyber Security Fund Etf (HACK) | 0.1 | $230k | NEW | 3.8k | 60.41 |
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Renaissance Ipo Etf Etf (IPO) | 0.1 | $228k | -42% | 6.0k | 37.71 |
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Procter And Gamble Stock (PG) | 0.1 | $213k | 1.5k | 146.54 |
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Paypal Hldgs Stock (PYPL) | 0.1 | $204k | -47% | 3.3k | 61.41 |
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Sba Communications Corp New Cl A Reit (SBAC) | 0.1 | $202k | NEW | 797.00 | 253.69 |
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Norfolk Southn Corp Stock (NSC) | 0.1 | $201k | NEW | 850.00 | 236.38 |
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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 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