Hudson Value Partners

Hudson Value Partners as of Sept. 30, 2024

Portfolio Holdings for Hudson Value Partners

Hudson Value Partners holds 97 positions in its portfolio as reported in the September 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) 7.1 $18M 40k 460.26
Apple Stock (AAPL) 6.4 $16M 71k 233.00
Microsoft Corp Stock (MSFT) 5.0 $13M 30k 430.30
Builders Firstsource Stock (BLDR) 4.5 $12M 59k 193.86
Alphabet Inc Cap Stk Cl A Stock (GOOGL) 3.8 $9.9M 60k 165.85
Costco Whsl Corp Stock (COST) 2.8 $7.1M 8.0k 886.52
Johnson & Johnson Stock (JNJ) 2.5 $6.5M 40k 162.06
Danaher Corporation Stock (DHR) 2.5 $6.5M 24k 278.02
Visa Inc Com Cl A Stock (V) 2.3 $6.0M 22k 274.95
Mdu Res Group Stock (MDU) 2.3 $5.8M 213k 27.41
Alphabet Inc Cap Stk Cl C Stock (GOOG) 2.2 $5.7M 34k 167.19
Fidelity National Financial In Fnf Group Stock (FNF) 2.2 $5.7M 92k 62.06
Zebra Technologies Corporation Cl A Stock (ZBRA) 2.2 $5.5M 15k 370.32
Chevron Corp Stock (CVX) 2.1 $5.5M 38k 147.27
Merck & Co Stock (MRK) 2.1 $5.5M 49k 113.56
Qualcomm Stock (QCOM) 2.1 $5.5M 32k 170.05
Esab Corporation Stock (ESAB) 2.0 $5.1M 48k 106.31
Corning Stock (GLW) 2.0 $5.1M 113k 45.15
Markel Group Stock (MKL) 1.9 $5.0M 3.2k 1568.58
Vanguard Total Stock Market Etf Etf (VTI) 1.9 $4.9M 17k 283.17
Canadian Pacific Kansas City Stock (CP) 1.9 $4.8M 56k 85.63
Amgen Stock (AMGN) 1.9 $4.8M 15k 322.21
Nvidia Corporation Stock (NVDA) 1.8 $4.7M 39k 121.44
Knife River Corp Stock (KNF) 1.8 $4.6M 52k 89.39
Mcdonalds Corp Stock (MCD) 1.6 $4.2M 14k 304.51
Home Depot Stock (HD) 1.5 $3.9M 9.6k 405.20
Franco Nev Corp Stock (FNV) 1.5 $3.8M 31k 124.25
Walmart Stock (WMT) 1.3 $3.3M 41k 80.75
Jpmorgan Chase & Co Stock (JPM) 1.2 $3.2M 15k 210.86
Amazon Stock (AMZN) 1.2 $3.0M 16k 186.33
Technology Select Sector Spdr Fund Etf (XLK) 1.1 $2.9M 13k 225.77
Deere & Co Stock (DE) 1.1 $2.7M 6.5k 417.33
Mks Instrs Stock (MKSI) 1.0 $2.5M 23k 108.71
Cheniere Energy Stock (LNG) 0.8 $2.1M 12k 179.84
United Rentals Stock (URI) 0.7 $1.9M 2.4k 809.73
Advanced Micro Devices Stock (AMD) 0.7 $1.9M 12k 164.08
Vanguard Small Cap Value Etf Etf (VBR) 0.6 $1.7M 8.2k 200.77
Crowdstrike Hldgs Inc Cl A Stock (CRWD) 0.6 $1.6M 5.7k 280.47
Netflix Stock (NFLX) 0.6 $1.6M 2.2k 709.27
Uber Technologies Stock (UBER) 0.6 $1.6M 21k 75.16
Disney Walt Stock (DIS) 0.6 $1.5M 16k 96.19
Spdr S&p 500 Etf Trust Etf (SPY) 0.6 $1.5M 2.6k 573.76
Vanguard Health Care Etf Etf (VHT) 0.6 $1.5M 5.2k 282.18
Coca Cola Stock (KO) 0.6 $1.4M 20k 71.86
Martin Marietta Matls Stock (MLM) 0.5 $1.4M 2.6k 538.25
Goldman Sachs Hedge Industry Vip Etf Etf (GVIP) 0.5 $1.4M 12k 119.61
Abbott Labs Stock (ABT) 0.5 $1.4M 12k 114.01
Booking Holdings Stock (BKNG) 0.5 $1.4M 333.00 4212.12
Vaneck Morningstar Wide Moat Etf Etf (MOAT) 0.5 $1.3M 14k 96.95
Fedex Corp Stock (FDX) 0.5 $1.2M 4.5k 273.68
Eli Lilly & Co Stock (LLY) 0.5 $1.2M 1.4k 885.94
Servicenow Stock (NOW) 0.5 $1.2M 1.4k 894.39
Emerson Elec Stock (EMR) 0.5 $1.2M 11k 109.37
Marriott Intl Inc New Cl A Stock (MAR) 0.5 $1.2M 4.7k 248.60
Pepsico Stock (PEP) 0.4 $1.1M 6.4k 170.05
Spdr S&p Oil & Gas Exploration & Production Etf Etf (XOP) 0.4 $1.1M 8.0k 131.52
Energy Transfer L P Com Ut Ltd Ptn Stock (ET) 0.4 $1.0M 64k 16.05
Invesco Qqq Trust Series I Etf (QQQ) 0.4 $984k 2.0k 488.07
Nvent Electric Stock (NVT) 0.4 $926k 13k 70.26
Vanguard S&p 500 Etf Etf (VOO) 0.3 $864k 1.6k 527.67
Vaneck Gold Miners Etf Etf (GDX) 0.3 $853k 21k 39.82
Automatic Data Processing Stock (ADP) 0.3 $844k 3.1k 276.73
Meta Platforms Inc Cl A Stock (META) 0.3 $780k 1.4k 572.44
Industrial Select Sector Spdr Fund Etf (XLI) 0.3 $728k 5.4k 135.44
Exxon Mobil Corp Stock (XOM) 0.3 $703k 6.0k 117.22
Azenta Stock (AZTA) 0.3 $697k 14k 48.44
Communication Services Select Sector Spdr Fund Etf (XLC) 0.3 $687k 7.6k 90.40
Invesco S&p 500 Equal Weight Etf Etf (RSP) 0.2 $641k 3.6k 179.16
Dexcom Stock (DXCM) 0.2 $638k 9.5k 67.04
Unitedhealth Group Stock (UNH) 0.2 $625k 1.1k 584.68
Energy Select Sector Spdr Fund Etf (XLE) 0.2 $615k 7.0k 87.80
Boeing Stock (BA) 0.2 $607k 4.0k 152.04
Duke Energy Corp Stock (DUK) 0.2 $605k 5.3k 115.30
Comcast Corp New Cl A Stock (CMCSA) 0.2 $591k 14k 41.77
Northrop Grumman Corp Stock (NOC) 0.2 $568k 1.1k 528.07
Broadcom Stock (AVGO) 0.2 $530k 3.1k 172.50
Honeywell Intl Stock (HON) 0.2 $474k 2.3k 206.71
Zscaler Stock (ZS) 0.2 $447k 2.6k 170.94
Enterprise Prods Partners Stock (EPD) 0.2 $404k 14k 29.11
Asml Holding N V N Y Registry Adr (ASML) 0.2 $389k 467.00 833.25
Ppg Inds Stock (PPG) 0.1 $382k 2.9k 132.46
Nuveen Churchill Direct Lendin Cef (NCDL) 0.1 $376k 22k 17.42
Allstate Corp Stock (ALL) 0.1 $354k 1.9k 189.65
White Mtns Ins Group Stock (WTM) 0.1 $349k 206.00 1696.20
Procter And Gamble Stock (PG) 0.1 $313k 1.8k 173.20
Pfizer Stock (PFE) 0.1 $289k 10k 28.94
Parker-hannifin Corp Stock (PH) 0.1 $272k 430.00 631.82
Starwood Ppty Tr Reit (STWD) 0.1 $269k 13k 20.38
Amplify Cybersecurity Etf Etf (HACK) 0.1 $260k 3.8k 68.28
Tjx Cos Stock (TJX) 0.1 $253k 2.2k 117.54
Adobe Stock (ADBE) 0.1 $244k 472.00 517.78
Ishares Msci Emerging Markets Ex China Etf Etf (EMXC) 0.1 $232k 3.8k 61.11
Applied Matls Stock (AMAT) 0.1 $226k 1.1k 202.05
Colgate Palmolive Stock (CL) 0.1 $212k 2.0k 103.81
Norfolk Southn Corp Stock (NSC) 0.1 $211k 850.00 248.50
Target Corp Stock (TGT) 0.1 $204k 1.3k 155.86
Srh Total Return Fund Cef (STEW) 0.1 $193k 12k 15.80