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, GLW, and represent 25.19% of Hudson Value Partners's stock portfolio.
- Added to shares of these 10 stocks: DFSV, OKE, LDOS, MSFT, TMO, VHT, AMD, NOW, BRK.B, ESAB.
- Started 6 new stock positions in Nvidia Corp, LDOS, VBIL, AKRE, DFSV, VHT.
- Reduced shares in these 10 stocks: , , GOOG, ASML, IAI, BITB, NVDA, , GDX, COST.
- Sold out of its positions in BITB, GTLS, C, DUK, IDXX, IAI, MET, Nvidia Corp option, PPG, PG. GLD, DIA, VTWO.
- Hudson Value Partners was a net buyer of stock by $3.3M.
- Hudson Value Partners has $335M in assets under management (AUM), dropping by -0.06%.
- Central Index Key (CIK): 0001840501
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Portfolio Holdings for Hudson Value Partners
Hudson Value Partners holds 101 positions in its portfolio as reported in the March 2026 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 | +3% | 46k | 479.20 |
|
| Alphabet Inc Cap Stk Cl A Stock (GOOGL) | 6.3 | $21M | 74k | 287.56 |
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| Apple Stock (AAPL) | 4.8 | $16M | 63k | 253.79 |
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| Microsoft Corp Stock (MSFT) | 3.9 | $13M | +11% | 36k | 370.17 |
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| Corning Stock (GLW) | 3.6 | $12M | 88k | 135.97 |
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| Everus Constr Group Stock (ECG) | 2.7 | $9.1M | -3% | 77k | 118.06 |
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| Asml Hldg Nv N Y Registry Adr (ASML) | 2.7 | $8.9M | -12% | 6.8k | 1320.78 |
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| Johnson & Johnson Stock (JNJ) | 2.6 | $8.7M | 36k | 244.44 |
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| Franco Nev Corp Stock (FNV) | 2.5 | $8.4M | +5% | 34k | 247.05 |
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| Nvidia Corporation Stock (NVDA) | 2.3 | $7.7M | -7% | 44k | 174.40 |
|
| Alphabet Inc Cap Stk Cl C Stock (GOOG) | 2.3 | $7.7M | -14% | 27k | 286.86 |
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| Dell Technologies Inc Cl C Stock (DELL) | 2.2 | $7.3M | 45k | 164.13 |
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| Vanguard Total Stock Market Etf Etf (VTI) | 2.2 | $7.3M | +2% | 23k | 320.80 |
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| Mdu Res Group Stock (MDU) | 2.2 | $7.3M | +2% | 351k | 20.72 |
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| Visa Inc Com Cl A Stock (V) | 2.1 | $7.2M | +2% | 24k | 302.24 |
|
| Amgen Stock (AMGN) | 2.1 | $7.2M | 20k | 351.86 |
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| Merck & Co Stock (MRK) | 2.1 | $7.1M | 59k | 120.29 |
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| Costco Wholesale Corporation Stock (COST) | 2.1 | $7.0M | -5% | 7.0k | 996.43 |
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| Markel Group Stock (MKL) | 2.0 | $6.8M | 3.6k | 1913.89 |
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| Thermo Fisher Scientific Stock (TMO) | 2.0 | $6.6M | +25% | 13k | 491.52 |
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| Oneok Stock (OKE) | 1.7 | $5.8M | +55% | 65k | 90.39 |
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| Amentum Holdings Stock (AMTM) | 1.6 | $5.3M | +8% | 204k | 26.08 |
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| Esab Corporation Stock (ESAB) | 1.6 | $5.3M | +9% | 55k | 96.66 |
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| Fidelity Natl Finl Stock (FNF) | 1.4 | $4.8M | -2% | 103k | 46.38 |
|
| Jpmorgan Chase & Co Stock (JPM) | 1.4 | $4.7M | +6% | 16k | 294.16 |
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| Deere & Co Stock (DE) | 1.4 | $4.7M | 8.4k | 563.28 |
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| Builders Firstsource Stock (BLDR) | 1.4 | $4.6M | -7% | 55k | 82.33 |
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| Knife River Corp Stock (KNF) | 1.4 | $4.5M | +2% | 56k | 81.65 |
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| Atlanta Braves Hldgs Inc Com Ser A Stock (BATRA) | 1.3 | $4.3M | 90k | 47.15 |
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| Qualcomm Stock (QCOM) | 1.3 | $4.2M | 33k | 128.78 |
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| Mcdonalds Corp Stock (MCD) | 1.2 | $4.0M | 13k | 310.79 |
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| Meta Platforms Inc Cl A Stock (META) | 1.2 | $4.0M | +12% | 7.0k | 572.13 |
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| Walmart Stock (WMT) | 1.2 | $4.0M | -3% | 32k | 124.28 |
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| Canadian Pacific Kansas City Stock (CP) | 1.1 | $3.8M | 48k | 78.46 |
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| Amazon Stock (AMZN) | 1.1 | $3.7M | -2% | 18k | 208.27 |
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| Advanced Micro Devices Stock (AMD) | 0.9 | $3.1M | +48% | 15k | 203.43 |
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| State Street Technology Select Sector Spdr Etf Etf (XLK) | 0.9 | $3.1M | -11% | 23k | 132.90 |
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| Alibaba Group Hldg Adr (BABA) | 0.9 | $3.0M | 24k | 125.46 |
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| State Street Communication Services Select Sector Spdr Etf Etf (XLC) | 0.9 | $2.9M | +12% | 26k | 110.86 |
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| Eli Lilly & Co Stock (LLY) | 0.7 | $2.4M | -6% | 2.6k | 919.77 |
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| Goldman Sachs Hedge Industry Vip Etf Etf (GVIP) | 0.7 | $2.4M | +3% | 16k | 145.73 |
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| Dimensional Us Small Cap Value Etf Etf (DFSV) | 0.7 | $2.3M | NEW | 67k | 35.04 |
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| Qxo Stock (QXO) | 0.7 | $2.2M | +15% | 115k | 19.42 |
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| Uber Technologies Stock (UBER) | 0.6 | $2.0M | +6% | 28k | 71.93 |
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| Crowdstrike Hldgs Inc Cl A Stock (CRWD) | 0.6 | $2.0M | +6% | 5.0k | 390.41 |
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| Netflix Stock (NFLX) | 0.5 | $1.7M | 18k | 96.15 |
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| Servicenow Stock (NOW) | 0.5 | $1.7M | +142% | 16k | 104.55 |
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| Fedex Corp Stock (FDX) | 0.5 | $1.6M | 4.4k | 356.18 |
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| State Street Spdr S&p 500 Etf Etf (SPY) | 0.4 | $1.4M | 2.2k | 650.34 |
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| Marriott Intl Inc New Cl A Stock (MAR) | 0.4 | $1.4M | 4.4k | 327.07 |
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| Emerson Elec Stock (EMR) | 0.4 | $1.4M | 11k | 131.02 |
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| United Rentals Stock (URI) | 0.4 | $1.4M | -9% | 1.9k | 728.56 |
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| Leidos Holdings Stock (LDOS) | 0.4 | $1.4M | NEW | 9.0k | 155.52 |
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| Nvent Elec Stock (NVT) | 0.4 | $1.4M | 12k | 118.28 |
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| Coca Cola Stock (KO) | 0.4 | $1.4M | 18k | 76.05 |
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| Martin Marietta Matls Stock (MLM) | 0.4 | $1.3M | -3% | 2.3k | 588.68 |
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| Energy Transfer L P Com Ut Ltd Ptn Stock (ET) | 0.4 | $1.3M | +5% | 68k | 19.30 |
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| Ishares Msci Brazil Etf Etf (EWZ) | 0.4 | $1.2M | -10% | 32k | 38.39 |
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| Canadian Imperial Bank Of Comm Stock (CM) | 0.4 | $1.2M | 13k | 94.75 |
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| Kraneshares Csi China Internet Etf Etf (KWEB) | 0.3 | $1.2M | +30% | 41k | 28.43 |
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| State Street Industrial Select Sector Spdr Etf Etf (XLI) | 0.3 | $1.2M | +4% | 7.1k | 161.73 |
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| Vanguard Health Care Etf Etf (VHT) | 0.3 | $1.1M | NEW | 4.1k | 272.33 |
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| Danaher Corp Del Stock (DHR) | 0.3 | $960k | -4% | 5.1k | 189.60 |
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| Abbott Laboratories Stock (ABT) | 0.3 | $919k | -17% | 9.0k | 102.67 |
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| Kkr & Co Stock (KKR) | 0.3 | $854k | +17% | 9.2k | 92.50 |
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| Exxon Mobil Corp Stock (XOM) | 0.2 | $797k | -26% | 4.7k | 169.66 |
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| Disney Walt Stock (DIS) | 0.2 | $792k | -7% | 8.2k | 96.38 |
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| Invesco Qqq Trust Series I Etf (QQQ) | 0.2 | $789k | -9% | 1.4k | 577.18 |
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| Vaneck Gold Miners Etf Etf (GDX) | 0.2 | $753k | -41% | 8.2k | 91.77 |
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| Pepsico Stock (PEP) | 0.2 | $749k | 4.8k | 155.29 |
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| State Street Energy Select Sector Spdr Etf Etf (XLE) | 0.2 | $715k | 12k | 61.26 |
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| Home Depot Stock (HD) | 0.2 | $705k | -34% | 2.1k | 328.89 |
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| Chevron Corporation Stock (CVX) | 0.2 | $698k | -5% | 3.4k | 206.90 |
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| Broadcom Stock (AVGO) | 0.2 | $696k | 2.3k | 309.51 |
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| Invesco S&p 500 Equal Weight Etf Etf (RSP) | 0.2 | $693k | 3.6k | 191.92 |
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| Jpmorgan Income Etf Etf (JPIE) | 0.2 | $674k | +84% | 15k | 46.07 |
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| Automatic Data Processing Stock (ADP) | 0.2 | $620k | 3.1k | 203.18 |
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| Boeing Stock (BA) | 0.2 | $561k | 2.8k | 199.03 |
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| Airbnb Inc Com Cl A Stock (ABNB) | 0.2 | $533k | +30% | 4.2k | 126.28 |
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| Ishares Russell Midcap Etf Etf (IWR) | 0.2 | $513k | 5.3k | 97.23 |
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| Nuveen Churchill Direct Lendin Cef (NCDL) | 0.1 | $480k | 38k | 12.72 |
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| Vanguard S&p 500 Etf Etf (VOO) | 0.1 | $473k | 792.00 | 597.55 |
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| White Mtns Ins Group Stock (WTM) | 0.1 | $453k | 206.00 | 2196.96 |
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| Regeneron Pharmaceuticals Stock (REGN) | 0.1 | $423k | -15% | 547.00 | 772.64 |
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| Zscaler Stock (ZS) | 0.1 | $391k | +15% | 2.8k | 140.29 |
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| Applied Matls Stock (AMAT) | 0.1 | $383k | 1.1k | 341.79 |
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| Akre Focus Etf Etf (AKRE) | 0.1 | $378k | NEW | 7.1k | 52.85 |
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| Dt Midstream Stock (DTM) | 0.1 | $357k | 2.7k | 134.67 |
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| Caterpillar Stock (CAT) | 0.1 | $354k | 500.00 | 708.46 |
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| Tjx Cos Stock (TJX) | 0.1 | $345k | 2.2k | 159.70 |
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| Parker-hannifin Corp Stock (PH) | 0.1 | $345k | -13% | 385.00 | 895.24 |
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| Enterprise Prods Partners Stock (EPD) | 0.1 | $339k | -5% | 9.0k | 37.84 |
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| Tesla Stock (TSLA) | 0.1 | $302k | -24% | 813.00 | 371.55 |
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| Ishares Msci Emerging Markets Ex China Etf Etf (EMXC) | 0.1 | $299k | 3.8k | 78.66 |
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| Amplify Cybersecurity Etf Etf (HACK) | 0.1 | $285k | 3.8k | 75.09 |
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| International Business Machs Stock (IBM) | 0.1 | $285k | -4% | 1.2k | 242.39 |
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| Cisco Sys Stock (CSCO) | 0.1 | $259k | 3.3k | 77.59 |
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| Vanguard 0-3 Month Treasury Bill Etf Etf (VBIL) | 0.1 | $254k | NEW | 3.4k | 75.65 |
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| Travelers Companies Stock (TRV) | 0.1 | $250k | 856.00 | 291.68 |
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| Norfolk Southn Corp Stock (NSC) | 0.1 | $244k | 850.00 | 287.00 |
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| Nvidia Corp Option Call Option | 0.1 | $174k | NEW | 1.0k | 174.40 |
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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 2026 Q1 filed April 14, 2026
- Hudson Value Partners 2025 Q4 filed Jan. 28, 2026
- 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