Javascript is disabled or is not supported by your browser. Please upgrade your browser or enable Javascript to navigate the interface properly.

Hudson Value Partners

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

Top 5 stock holdings are GOOGL, BRK.B, GLW, AAPL, MSFT, and represent 25.45% of Hudson Value Partners's stock portfolio.
Added to shares of these 10 stocks: GBIL, QXO, TMO, VBIL, VTI, GVIP, ESAB, MSFT, AMTM, ARW.
Started 17 new stock positions in GBIL, ARW, Qualcomm Inc option, Mcdonalds Corp option, DG, Dell Technologies Inc put, Corning Inc option, LRCX, ELV, THO. IPO, LEN, PPG, DIA, C, GM, MGA.
Reduced shares in these 10 stocks: DELL (-$6.3M), XLC, AMD, GLW, DHR, ABT, ASML, GOOGL, ABNB, UBER.
Sold out of its positions in ABT, ABNB, DHR, XLC, TSLA.
Hudson Value Partners was a net buyer of stock by $4.5M.
Hudson Value Partners has $399M in assets under management (AUM), dropping by 18.92%.
Central Index Key (CIK): 0001840501

Tip: Access up to 7 years of quarterly data

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

Download as csv

Download as Excel

Portfolio Holdings for Hudson Value Partners

Hudson Value Partners holds 113 positions in its portfolio as reported in the June 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Alphabet Inc Cap Stk Cl A Stock (GOOGL)	6.5	$26M	-2%	72k	357.37	View chart
Berkshire Hathaway Inc Del Cl B Stock (BRK.B)	5.9	$24M	+2%	47k	500.40	View chart
Corning Stock (GLW)	5.0	$20M	-10%	79k	255.43	View chart
Apple Stock (AAPL)	4.5	$18M	-2%	62k	289.36	View chart
Microsoft Corp Stock (MSFT)	3.6	$14M	+7%	38k	373.03	View chart
Dell Technologies Inc Cl C Stock (DELL)	3.3	$13M	-32%	30k	431.46	View chart
Asml Hldg Nv N Y Registry Adr (ASML)	3.2	$13M	-5%	6.4k	1989.62	View chart
Everus Constr Group Stock (ECG)	3.1	$12M	-2%	75k	165.95	View chart
Vanguard Total Stock Market Etf Etf (VTI)	2.5	$10M	+19%	27k	370.05	View chart
Johnson & Johnson Stock (JNJ)	2.5	$9.8M	+8%	39k	253.97	View chart
Nvidia Corporation Stock (NVDA)	2.5	$9.8M	+10%	49k	200.09	View chart
Alphabet Inc Cap Stk Cl C Stock (GOOG)	2.3	$9.0M	-4%	26k	353.33	View chart
Visa Inc Com Cl A Stock (V)	2.1	$8.5M	+4%	25k	343.10	View chart
Thermo Fisher Scientific Stock (TMO)	2.1	$8.3M	+24%	17k	501.37	View chart
Markel Group Stock (MKL)	1.9	$7.7M	+10%	3.9k	1953.04	View chart
Amgen Stock (AMGN)	1.9	$7.7M	+4%	21k	362.13	View chart
Mdu Res Group Stock (MDU)	1.9	$7.4M		348k	21.21	View chart
Merck & Co Stock (MRK)	1.9	$7.4M	-2%	57k	128.50	View chart
Franco Nev Corp Stock (FNV)	1.8	$7.0M		34k	208.44	View chart
Esab Corporation Stock (ESAB)	1.6	$6.5M	+19%	66k	98.63	View chart
Costco Wholesale Corporation Stock (COST)	1.6	$6.4M		6.9k	935.47	View chart
Qualcomm Stock (QCOM)	1.6	$6.4M	+5%	34k	184.79	View chart
Advanced Micro Devices Stock (AMD)	1.5	$6.2M	-31%	11k	580.91	View chart
Oneok Stock (OKE)	1.5	$5.9M	+5%	68k	86.94	View chart
Deere & Co Stock (DE)	1.5	$5.8M	+9%	9.1k	634.34	View chart
Jpmorgan Chase & Co Stock (JPM)	1.4	$5.7M	+8%	18k	327.33	View chart
Builders Firstsource Stock (BLDR)	1.4	$5.4M	+10%	61k	89.48	View chart
Atlanta Braves Hldgs Inc Com Ser A Stock (BATRA)	1.4	$5.4M	+7%	97k	56.31	View chart
Amentum Holdings Stock (AMTM)	1.3	$5.2M	+22%	250k	20.67	View chart
Fidelity Natl Finl Stock (FNF)	1.2	$4.7M	-2%	101k	47.16	View chart
Knife River Corp Stock (KNF)	1.2	$4.7M		56k	83.65	View chart
Goldman Sachs Hedge Industry Vip Etf Etf (GVIP)	1.1	$4.6M	+49%	24k	188.71	View chart
State Street Technology Select Sector Spdr Etf Etf (XLK)	1.1	$4.5M		24k	190.52	View chart
Canadian Pacific Kansas City Stock (CP)	1.1	$4.3M	+3%	50k	86.68	View chart
Mcdonalds Corp Stock (MCD)	1.1	$4.3M	+22%	16k	270.32	View chart
Amazon Stock (AMZN)	1.0	$4.0M	-5%	17k	238.34	View chart
Meta Platforms Inc Cl A Stock (META)	1.0	$3.8M	-2%	6.8k	563.29	View chart
Crowdstrike Hldgs Inc Cl A Stock (CRWD)	1.0	$3.8M		5.0k	763.14	View chart
Qxo Stock (QXO)	0.9	$3.7M	+87%	216k	17.28	View chart
Walmart Stock (WMT)	0.9	$3.6M		32k	113.26	View chart
Eli Lilly & Co Stock (LLY)	0.8	$3.1M		2.6k	1199.43	View chart
Alibaba Group Hldg Adr (BABA)	0.7	$2.8M	+24%	29k	95.98	View chart
Dimensional Us Small Cap Value Etf Etf (DFSV)	0.7	$2.6M		67k	38.79	View chart
United Rentals Stock (URI)	0.5	$2.2M		1.9k	1132.89	View chart
Access Treasury 0-1 Year Etf Etf (GBIL)	0.5	$2.0M	NEW	20k	100.16	View chart
Vanguard 0-3 Month Treasury Bill Etf Etf (VBIL)	0.5	$1.9M	+638%	25k	75.68	View chart
Fedex Corp Stock (FDX)	0.5	$1.8M	+32%	5.8k	313.13	View chart
Nvent Elec Stock (NVT)	0.4	$1.7M	-13%	10k	169.61	View chart
State Street Spdr S&p 500 Etf Etf (SPY)	0.4	$1.7M		2.2k	746.77	View chart
Servicenow Stock (NOW)	0.4	$1.6M		16k	99.28	View chart
Marriott Intl Inc New Cl A Stock (MAR)	0.4	$1.6M		4.4k	370.59	View chart
Emerson Elec Stock (EMR)	0.4	$1.5M		11k	143.15	View chart
Uber Technologies Stock (UBER)	0.4	$1.5M	-23%	21k	72.16	View chart
Canadian Imperial Bank Of Comm Stock (CM)	0.3	$1.4M	-5%	12k	115.00	View chart
State Street Industrial Select Sector Spdr Etf Etf (XLI)	0.3	$1.3M		7.2k	185.24	View chart
Martin Marietta Matls Stock (MLM)	0.3	$1.3M		2.3k	576.70	View chart
Energy Transfer L P Com Ut Ltd Ptn Stock (ET)	0.3	$1.3M		67k	19.12	View chart
Netflix Stock (NFLX)	0.3	$1.3M		18k	71.40	View chart
Coca Cola Stock (KO)	0.3	$1.3M	-13%	16k	81.27	View chart
Vanguard Health Care Etf Etf (VHT)	0.3	$1.2M		4.2k	299.02	View chart
Invesco S&p 500 Equal Weight Etf Etf (RSP)	0.3	$1.2M	+53%	5.5k	212.77	View chart
Chevron Corporation Stock (CVX)	0.3	$1.2M	+105%	6.9k	165.76	View chart
Ishares Msci Brazil Etf Etf (EWZ)	0.3	$1.1M	+2%	33k	34.50	View chart
Invesco Qqq Trust Series I Etf (QQQ)	0.3	$1.1M	+6%	1.5k	736.40	View chart
Kraneshares Csi China Internet Etf Etf (KWEB)	0.2	$955k	-4%	39k	24.47	View chart
Arrow Electrs Stock (ARW)	0.2	$947k	NEW	4.4k	213.41	View chart
Kkr & Co Stock (KKR)	0.2	$886k	+4%	9.7k	91.78	View chart
Broadcom Stock (AVGO)	0.2	$850k		2.3k	377.75	View chart
Applied Matls Stock (AMAT)	0.2	$788k	-2%	1.1k	723.00	View chart
Home Depot Stock (HD)	0.2	$734k	-2%	2.1k	352.68	View chart
Jpmorgan Income Etf Etf (JPIE)	0.2	$706k	+4%	15k	46.05	View chart
Disney Walt Stock (DIS)	0.2	$678k	-14%	7.0k	96.25	View chart
Vaneck Gold Miners Etf Etf (GDX)	0.2	$645k	+4%	8.5k	75.46	View chart
Pepsico Stock (PEP)	0.2	$644k		4.8k	135.40	View chart
Exxon Mobil Corp Stock (XOM)	0.2	$643k		4.7k	136.72	View chart
State Street Energy Select Sector Spdr Etf Etf (XLE)	0.2	$609k		12k	53.11	View chart
Magna Intl Stock (MGA)	0.2	$609k	NEW	9.3k	65.66	View chart
Boeing Stock (BA)	0.2	$608k		2.8k	216.47	View chart
Citigroup Stock (C)	0.2	$600k	NEW	4.3k	139.96	View chart
Ishares Russell Midcap Etf Etf (IWR)	0.1	$583k		5.3k	110.32	View chart
Automatic Data Processing Stock (ADP)	0.1	$560k	-18%	2.5k	223.95	View chart
Caterpillar Stock (CAT)	0.1	$536k		503.00	1064.90	View chart
Vanguard S&p 500 Etf Etf (VOO)	0.1	$523k	-3%	762.00	686.81	View chart
Nuveen Churchill Direct Lendin Cef (NCDL)	0.1	$469k		38k	12.42	View chart
Leidos Holdings Stock (LDOS)	0.1	$465k	-49%	4.5k	102.97	View chart
General Mtrs Stock (GM)	0.1	$442k	NEW	5.7k	77.08	View chart
White Mtns Ins Group Stock (WTM)	0.1	$427k		206.00	2073.39	View chart
Amplify Cybersecurity Etf Etf (HACK)	0.1	$399k		3.8k	104.93	View chart
Cisco Sys Stock (CSCO)	0.1	$394k		3.4k	117.46	View chart
Zscaler Stock (ZS)	0.1	$393k		2.8k	141.15	View chart
Dt Midstream Stock (DTM)	0.1	$389k		2.7k	146.74	View chart
Ishares Msci Emerging Markets Ex China Etf Etf (EMXC)	0.1	$389k		3.8k	102.30	View chart
Parker-hannifin Corp Stock (PH)	0.1	$377k		385.00	978.12	View chart
Akre Focus Etf Etf (AKRE)	0.1	$355k	-6%	6.7k	53.19	View chart
Regeneron Pharmaceuticals Stock (REGN)	0.1	$341k		547.00	623.54	View chart
International Business Machs Stock (IBM)	0.1	$330k		1.2k	281.21	View chart
Tjx Cos Stock (TJX)	0.1	$327k		2.2k	151.50	View chart
Enterprise Prods Partners Stock (EPD)	0.1	$302k	-8%	8.2k	36.76	View chart
Travelers Companies Stock (TRV)	0.1	$283k		856.00	330.12	View chart
Elevance Health Inc Formerly A Stock (ELV)	0.1	$280k	NEW	725.00	386.73	View chart
Norfolk Southn Corp Stock (NSC)	0.1	$267k		850.00	314.59	View chart
Lennar Corp Cl A Stock (LEN)	0.1	$249k	NEW	2.8k	90.49	View chart
Dollar Gen Corp Stock (DG)	0.1	$246k	NEW	2.1k	115.11	View chart
Thor Inds Stock (THO)	0.1	$239k	NEW	3.2k	75.16	View chart
Renaissance Ipo Etf Etf (IPO)	0.1	$232k	NEW	3.9k	59.42	View chart
Lam Research Corp Stock (LRCX)	0.1	$220k	NEW	508.00	433.33	View chart
State Street Spdr Dow Jones Industrial Average Etf Trust Etf (DIA)	0.1	$219k	NEW	420.00	522.39	View chart
Ppg Inds Stock (PPG)	0.1	$218k	NEW	1.8k	121.29	View chart
Nvidia Corp Com Exp 01-21-28@175.000 Option Call Option	0.1	$200k		1.0k	199.94	View chart
Corning Corp Com Exp 07-17-26 @170.000 Option Put Option	0.0	$77k	NEW	300.00	255.25	View chart
Dell Com Exp 07-17-26 @230.000 Option Put Option	0.0	$43k	NEW	100.00	431.46	View chart
Qualcomm 07-17-26 @175.000 Option Put Option	0.0	$37k	NEW	200.00	184.86	View chart
Mcdonalds 07-17-26 @285.000 Option Call Option	0.0	$27k	NEW	100.00	270.31	View chart

Past Filings by Hudson Value Partners

SEC 13F filings are viewable for Hudson Value Partners going back to 2020

Hudson Value Partners 2026 Q2 filed July 10, 2026
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

View all past filings

Disclaimers: stockzoa.com is not operated by a broker, a dealer, or a registered investment adviser. Under no circumstances does any information posted on stockzoa.com represent a recommendation to purchase or sell a stock. The information on this site is not intended to be, nor does it constitute, investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. In no event shall stockzoa.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content available on stockzoa.com, or relating to the use of, or inability to use, stockzoa.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance.

Fund Directory: 1-9 A B C D E F G H I J K L M N O P Q R S T U V W X-Z