Hudson Value Partners

Latest statistics and disclosures from Hudson Value Partners's latest quarterly 13F-HR filing:

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Positions held by Hudson Value Partners consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Hudson Value Partners

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
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