Hudson Value Partners

Hudson Value Partners as of June 30, 2024

Portfolio Holdings for Hudson Value Partners

Hudson Value Partners holds 91 positions in its portfolio as reported in the June 2024 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) 6.7 $16M 39k 406.80
Apple Stock (AAPL) 6.0 $14M 68k 210.62
Microsoft Corp Stock (MSFT) 5.1 $12M 27k 446.95
Alphabet Inc Cap Stk Cl A Stock (GOOGL) 4.3 $10M 56k 182.15
Builders Firstsource Stock (BLDR) 3.4 $8.0M 57k 138.41
Costco Whsl Corp Stock (COST) 2.7 $6.4M 7.5k 849.99
Qualcomm Stock (QCOM) 2.7 $6.4M 32k 199.18
Alphabet Inc Cap Stk Cl C Stock (GOOG) 2.5 $6.0M 33k 183.42
Danaher Corporation Stock (DHR) 2.4 $5.8M 23k 249.85
Chevron Corp Stock (CVX) 2.4 $5.7M 37k 156.42
Johnson & Johnson Stock (JNJ) 2.4 $5.7M 39k 146.16
Merck & Co Stock (MRK) 2.3 $5.5M 44k 123.80
Visa Inc Com Cl A Stock (V) 2.3 $5.4M 21k 262.47
Mdu Res Group Stock (MDU) 2.2 $5.2M 206k 25.10
Amgen Stock (AMGN) 2.0 $4.6M 15k 312.45
Zebra Technologies Corporation Cl A Stock (ZBRA) 2.0 $4.6M 15k 308.93
Markel Group Stock (MKL) 1.9 $4.5M 2.9k 1575.66
Fidelity National Financial In Fnf Group Stock (FNF) 1.9 $4.5M 91k 49.42
Canadian Pacific Kansas City Stock (CP) 1.8 $4.3M 55k 78.75
Nvidia Corporation Stock (NVDA) 1.8 $4.3M 35k 123.54
Esab Corporation Stock (ESAB) 1.8 $4.2M 44k 94.43
Corning Stock (GLW) 1.8 $4.2M 107k 38.85
Knife River Corp Stock (KNF) 1.5 $3.6M 51k 70.14
Franco Nev Corp Stock (FNV) 1.5 $3.5M 30k 118.52
Vanguard Total Stock Market Etf Etf (VTI) 1.4 $3.4M 13k 267.50
Mcdonalds Corp Stock (MCD) 1.4 $3.4M 13k 254.84
Amazon Stock (AMZN) 1.4 $3.3M 17k 193.25
Home Depot Stock (HD) 1.4 $3.2M 9.3k 344.24
Jpmorgan Chase & Co Stock (JPM) 1.3 $3.0M 15k 202.26
Walmart Stock (WMT) 1.2 $2.9M 43k 67.71
Azenta Stock (AZTA) 1.2 $2.8M 54k 52.62
Mks Instrs Stock (MKSI) 1.2 $2.8M 22k 130.58
Technology Select Sector Spdr Fund Etf (XLK) 1.0 $2.4M 10k 226.22
Paramount Global Class B Stock (PARA) 1.0 $2.4M 227k 10.39
Deere & Co Stock (DE) 0.9 $2.2M 5.9k 373.63
Cheniere Energy Stock (LNG) 0.9 $2.1M 12k 174.83
Advanced Micro Devices Stock (AMD) 0.9 $2.0M 13k 162.21
Fedex Corp Stock (FDX) 0.7 $1.7M 5.8k 299.84
Disney Walt Stock (DIS) 0.7 $1.6M 17k 99.29
Crowdstrike Hldgs Inc Cl A Stock (CRWD) 0.7 $1.6M 4.3k 383.19
Netflix Stock (NFLX) 0.7 $1.6M 2.4k 674.88
Uber Technologies Stock (UBER) 0.7 $1.6M 23k 72.68
United Rentals Stock (URI) 0.7 $1.6M 2.5k 646.73
Martin Marietta Matls Stock (MLM) 0.6 $1.5M 2.8k 541.80
Booking Holdings Stock (BKNG) 0.6 $1.4M 366.00 3961.50
Coca Cola Stock (KO) 0.6 $1.3M 21k 63.65
Vanguard Health Care Etf Etf (VHT) 0.6 $1.3M 5.0k 266.02
Emerson Elec Stock (EMR) 0.6 $1.3M 12k 110.16
Spdr S&p 500 Etf Trust Etf (SPY) 0.5 $1.3M 2.3k 544.22
Eli Lilly & Co Stock (LLY) 0.5 $1.3M 1.4k 905.38
Marriott Intl Inc New Cl A Stock (MAR) 0.5 $1.3M 5.2k 241.77
Goldman Sachs Hedge Industry Vip Etf Etf (GVIP) 0.5 $1.2M 11k 110.56
L3harris Technologies Stock (LHX) 0.5 $1.2M 5.5k 224.58
Abbott Labs Stock (ABT) 0.5 $1.2M 11k 103.91
Spdr S&p Oil & Gas Exploration & Production Etf Etf (XOP) 0.5 $1.2M 8.0k 145.47
Servicenow Stock (NOW) 0.5 $1.1M 1.5k 786.67
Vaneck Morningstar Wide Moat Etf Etf (MOAT) 0.5 $1.1M 13k 86.61
Vanguard Small Cap Value Etf Etf (VBR) 0.5 $1.1M 6.0k 182.53
Dexcom Stock (DXCM) 0.5 $1.1M 9.6k 113.38
Nvent Electric Stock (NVT) 0.5 $1.1M 14k 76.61
Pepsico Stock (PEP) 0.4 $1.0M 6.1k 164.93
Vanguard S&p 500 Etf Etf (VOO) 0.3 $819k 1.6k 500.13
Invesco Qqq Trust Series I Etf (QQQ) 0.3 $817k 1.7k 479.11
Boeing Stock (BA) 0.3 $789k 4.3k 182.01
Exxon Mobil Corp Stock (XOM) 0.3 $759k 6.6k 115.12
Energy Select Sector Spdr Fund Etf (XLE) 0.3 $734k 8.1k 91.15
Communication Services Select Sector Spdr Fund Etf (XLC) 0.3 $616k 7.2k 85.66
Ishares Currency Hedged Msci Japan Etf Etf (HEWJ) 0.3 $609k 14k 43.64
Industrial Select Sector Spdr Fund Etf (XLI) 0.3 $606k 5.0k 121.88
Automatic Data Processing Stock (ADP) 0.3 $597k 2.5k 238.69
Honeywell Intl Stock (HON) 0.2 $567k 2.7k 213.54
Comcast Corp New Cl A Stock (CMCSA) 0.2 $554k 14k 39.16
Unitedhealth Group Stock (UNH) 0.2 $503k 987.00 509.26
Broadcom Stock (AVGO) 0.2 $493k 307.00 1605.53
Zscaler Stock (ZS) 0.2 $478k 2.5k 192.19
Northrop Grumman Corp Stock (NOC) 0.2 $469k 1.1k 435.95
Lauder Estee Cos Inc Cl A Stock (EL) 0.2 $449k 4.2k 106.40
Enterprise Prods Partners Stock (EPD) 0.2 $446k 15k 28.98
Invesco S&p 500 Equal Weight Etf Etf (RSP) 0.2 $407k 2.5k 164.28
White Mtns Ins Group Stock (WTM) 0.2 $374k 206.00 1817.45
Ppg Inds Stock (PPG) 0.2 $363k 2.9k 125.89
Schlumberger Ltd Com Stk Stock (SLB) 0.1 $340k 7.2k 47.18
Allstate Corp Stock (ALL) 0.1 $298k 1.9k 159.66
Pfizer Stock (PFE) 0.1 $285k 10k 27.98
Starwood Ppty Tr Reit (STWD) 0.1 $279k 15k 18.94
Applied Matls Stock (AMAT) 0.1 $264k 1.1k 235.99
Duke Energy Corp Stock (DUK) 0.1 $253k 2.5k 100.23
Procter And Gamble Stock (PG) 0.1 $250k 1.5k 164.92
Renaissance Ipo Etf Etf (IPO) 0.1 $235k 5.8k 40.31
Ishares Msci Emerging Markets Ex China Etf Etf (EMXC) 0.1 $225k 3.8k 59.20
Parker-hannifin Corp Stock (PH) 0.1 $218k 430.00 505.81