Hudson Value Partners

Hudson Value Partners as of Dec. 31, 2022

Portfolio Holdings for Hudson Value Partners

Hudson Value Partners holds 102 positions in its portfolio as reported in the December 2022 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) 6.8 $11M 36k 308.90
Apple Stock (AAPL) 4.2 $6.8M 53k 129.93
Johnson & Johnson Stock (JNJ) 3.6 $5.8M 33k 176.65
Microsoft Corp Stock (MSFT) 3.2 $5.2M 22k 239.82
Merck & Co Stock (MRK) 2.8 $4.6M 41k 110.95
Alphabet Inc Cap Stk Cl A Stock (GOOGL) 2.8 $4.5M 51k 88.23
Builders Firstsource Stock (BLDR) 2.7 $4.4M 67k 64.88
Chevron Corp Stock (CVX) 2.6 $4.2M 24k 179.49
Jackson Financial Inc Com Cl A Stock (JXN) 2.6 $4.2M 120k 34.79
Abb Adr (ABBNY) 2.5 $4.0M 132k 30.46
Visa Inc Com Cl A Stock (V) 2.4 $3.8M 19k 207.76
Cvs Health Corp Stock (CVS) 2.3 $3.7M 40k 93.19
Qualcomm Stock (QCOM) 2.2 $3.6M 33k 109.94
Air Prods & Chems Stock (APD) 2.1 $3.4M 11k 308.26
Costco Whsl Corp Stock (COST) 2.0 $3.3M 7.2k 456.50
Jpmorgan Chase & Co Stock (JPM) 2.0 $3.2M 24k 134.10
Zebra Technologies Corporation Cl A Stock (ZBRA) 2.0 $3.2M 13k 256.41
Azenta Stock (AZTA) 1.9 $3.1M 53k 58.22
Alphabet Inc Cap Stk Cl C Stock (GOOG) 1.8 $2.9M 33k 88.73
Corning Stock (GLW) 1.8 $2.9M 90k 31.94
Home Depot Stock (HD) 1.8 $2.9M 9.1k 315.86
Esab Corporation Stock (ESAB) 1.7 $2.7M 58k 46.92
Firstenergy Corp Stock (FE) 1.6 $2.7M 64k 41.94
Vanguard Total Stock Market Etf Etf (VTI) 1.5 $2.4M 13k 191.19
Exelon Corp Stock (EXC) 1.4 $2.2M 51k 43.23
Walmart Stock (WMT) 1.3 $2.2M 15k 141.79
Tyson Foods Inc Cl A Stock (TSN) 1.3 $2.1M 34k 62.25
Fidelity National Financial In Fnf Group Stock (FNF) 1.3 $2.1M 55k 37.62
L3harris Technologies Stock (LHX) 1.2 $2.0M 9.6k 208.21
Dollar Tree Stock (DLTR) 1.1 $1.8M 13k 141.44
Cme Group Stock (CME) 1.1 $1.8M 11k 168.16
Amazon Stock (AMZN) 1.1 $1.8M 22k 84.00
Ss&c Technologies Hldgs Stock (SSNC) 1.0 $1.6M 31k 52.06
Rio Tinto Adr (RIO) 0.9 $1.4M 20k 71.20
Pepsico Stock (PEP) 0.9 $1.4M 7.7k 180.66
Disney Walt Stock (DIS) 0.8 $1.4M 16k 86.88
Coca Cola Stock (KO) 0.8 $1.3M 21k 63.61
United Rentals Stock (URI) 0.8 $1.3M 3.8k 355.42
Mcdonalds Corp Stock (MCD) 0.8 $1.3M 4.8k 263.53
Deere & Co Stock (DE) 0.8 $1.3M 2.9k 428.76
Netflix Stock (NFLX) 0.7 $1.2M 4.0k 294.88
Martin Marietta Matls Stock (MLM) 0.7 $1.2M 3.5k 337.97
Advanced Micro Devices Stock (AMD) 0.7 $1.1M 17k 64.77
Abbott Labs Stock (ABT) 0.7 $1.1M 10k 109.79
Booking Holdings Stock (BKNG) 0.7 $1.1M 533.00 2015.28
Vanguard Health Care Etf Etf (VHT) 0.7 $1.1M 4.3k 248.05
Cheniere Energy Stock (LNG) 0.7 $1.1M 7.1k 149.96
Boeing Stock (BA) 0.6 $1.0M 5.4k 190.49
Mks Instrs Stock (MKSI) 0.6 $1.0M 12k 84.73
Jpmorgan Ultra-short Municipal Income Etf Etf (JMST) 0.6 $1.0M 20k 50.53
Danaher Corporation Stock (DHR) 0.6 $993k 3.7k 265.42
Zimmer Biomet Holdings Stock (ZBH) 0.6 $947k 7.4k 127.50
Spdr S&p 500 Etf Trust Etf (SPY) 0.6 $904k 2.4k 382.43
Paypal Hldgs Stock (PYPL) 0.6 $903k 13k 71.22
Workday Inc Cl A Stock (WDAY) 0.5 $885k 5.3k 167.33
Pfizer Stock (PFE) 0.5 $883k 17k 51.24
Marriott Intl Inc New Cl A Stock (MAR) 0.5 $867k 5.8k 148.89
Fedex Corp Stock (FDX) 0.5 $840k 4.9k 173.20
Fairlead Tactical Sector Etf Etf (TACK) 0.5 $809k 35k 23.38
Technology Select Sector Spdr Fund Etf (XLK) 0.5 $778k 6.3k 124.44
Uber Technologies Stock (UBER) 0.5 $747k 30k 24.73
Bhp Group Adr (BHP) 0.4 $730k 12k 62.05
Nxp Semiconductors N V Stock (NXPI) 0.4 $678k 4.3k 158.03
Invesco S&p 500 Equal Weight Etf Etf (RSP) 0.4 $641k 4.5k 141.25
Energy Select Sector Spdr Fund Etf (XLE) 0.4 $639k 7.3k 87.47
Delta Air Lines Inc Del Stock (DAL) 0.4 $637k 19k 32.86
Canadian Pac Ry Stock 0.4 $625k 8.4k 74.59
Automatic Data Processing Stock (ADP) 0.4 $597k 2.5k 238.86
Northrop Grumman Corp Stock (NOC) 0.4 $587k 1.1k 545.61
Lilly Eli & Co Stock (LLY) 0.4 $584k 1.6k 365.84
Financial Select Sector Spdr Fund Etf (XLF) 0.3 $540k 16k 34.20
Ball Corp Stock (BALL) 0.3 $533k 10k 51.14
Comcast Corp New Cl A Stock (CMCSA) 0.3 $507k 15k 34.97
Exxon Mobil Corp Stock (XOM) 0.3 $505k 4.6k 110.30
Markel Corp Stock (MKL) 0.3 $488k 370.00 1317.49
Invesco Dynamic Building & Construction Etf Etf (PKB) 0.3 $478k 12k 40.81
Enterprise Prods Partners Stock (EPD) 0.3 $452k 19k 24.12
Crown Castle Reit (CCI) 0.3 $411k 3.0k 135.64
Dow Stock (DOW) 0.3 $408k 8.1k 50.39
Goldman Sachs Access Treasury 0-1 Year Etf Etf (GBIL) 0.2 $404k 4.1k 99.71
Vanguard Small Cap Value Etf Etf (VBR) 0.2 $395k 2.5k 158.80
Vanguard S&p 500 Etf Etf (VOO) 0.2 $385k 1.1k 351.34
Ppg Inds Stock (PPG) 0.2 $379k 3.0k 125.74
Celanese Corp Del Stock (CE) 0.2 $369k 3.6k 102.24
Lockheed Martin Corp Stock (LMT) 0.2 $351k 722.00 486.49
Norfolk Southn Corp Stock (NSC) 0.2 $351k 1.4k 246.42
Guardant Health Stock (GH) 0.2 $349k 13k 27.20
White Mtns Ins Group Stock (WTM) 0.2 $318k 225.00 1414.33
Verizon Communications Stock (VZ) 0.2 $292k 7.4k 39.40
Zscaler Stock (ZS) 0.2 $292k 2.6k 111.90
Vanguard Mid-cap Etf Etf (VO) 0.2 $290k 1.4k 203.81
Renaissance Ipo Etf Etf (IPO) 0.2 $281k 11k 24.72
Ishares Msci Emerging Markets Asia Etf Etf (EEMA) 0.2 $281k 4.4k 63.32
Starwood Ppty Tr Reit (STWD) 0.2 $277k 15k 18.33
Flexshares Morningstar Global Upstream Natural Resources Index Fund Etf (GUNR) 0.2 $271k 6.2k 43.47
Vanguard Dividend Appreciation Etf Etf (VIG) 0.2 $270k 1.8k 151.85
Duke Energy Corp Stock (DUK) 0.2 $260k 2.5k 102.99
Allstate Corp Stock (ALL) 0.2 $253k 1.9k 135.60
Brookfield Infrast Partners Lp Lp Int Unit Stock (BIP) 0.1 $229k 7.4k 30.99
Procter And Gamble Stock (PG) 0.1 $225k 1.5k 151.56
Target Corp Stock (TGT) 0.1 $225k 1.5k 149.04
Sba Communications Corp New Cl A Reit (SBAC) 0.1 $223k 797.00 280.31