Hudson Value Partners

Hudson Value Partners as of Dec. 31, 2024

Portfolio Holdings for Hudson Value Partners

Hudson Value Partners holds 91 positions in its portfolio as reported in the December 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) 7.2 $19M 42k 453.27
Apple Stock (AAPL) 6.6 $18M 70k 250.42
Microsoft Corp Stock (MSFT) 5.4 $14M 34k 421.51
Alphabet Inc Cap Stk Cl A Stock (GOOGL) 5.3 $14M 73k 189.31
Builders Firstsource Stock (BLDR) 3.3 $8.6M 60k 142.93
Vanguard Total Stock Market Etf Etf (VTI) 3.2 $8.4M 29k 289.99
Costco Whsl Corp Stock (COST) 3.0 $7.8M 8.5k 916.28
Visa Inc Com Cl A Stock (V) 2.8 $7.3M 23k 316.04
Nvidia Corporation Stock (NVDA) 2.6 $6.8M 51k 134.32
Alphabet Inc Cap Stk Cl C Stock (GOOG) 2.3 $6.2M 32k 190.44
Markel Group Stock (MKL) 2.2 $5.8M 3.3k 1726.23
Zebra Technologies Corporation Cl A Stock (ZBRA) 2.2 $5.8M 15k 386.22
Esab Corporation Stock (ESAB) 2.2 $5.7M 48k 119.94
Johnson & Johnson Stock (JNJ) 2.1 $5.6M 41k 136.41
Knife River Corp Stock (KNF) 2.1 $5.5M 54k 101.64
Chevron Corp Stock (CVX) 2.0 $5.4M 37k 144.84
Corning Stock (GLW) 2.0 $5.3M 111k 47.52
Danaher Corporation Stock (DHR) 2.0 $5.2M 23k 229.55
Qualcomm Stock (QCOM) 1.9 $5.1M 33k 153.62
Fidelity National Financial In Fnf Group Stock (FNF) 1.9 $5.1M 91k 56.14
Merck & Co Stock (MRK) 1.7 $4.6M 46k 99.48
Mcdonalds Corp Stock (MCD) 1.6 $4.3M 15k 289.89
Amgen Stock (AMGN) 1.6 $4.1M 16k 260.64
Amazon Stock (AMZN) 1.5 $4.1M 19k 219.39
Mdu Res Group Stock (MDU) 1.5 $3.8M 213k 18.02
Franco Nev Corp Stock (FNV) 1.4 $3.8M 32k 117.59
Jpmorgan Chase & Co Stock (JPM) 1.4 $3.7M 16k 239.71
Home Depot Stock (HD) 1.4 $3.6M 9.3k 388.99
Walmart Stock (WMT) 1.3 $3.6M 39k 90.35
Asml Holding N V N Y Registry Adr (ASML) 1.3 $3.5M 5.1k 693.08
Technology Select Sector Spdr Fund Etf (XLK) 1.2 $3.1M 13k 233.13
Deere & Co Stock (DE) 1.1 $2.8M 6.7k 423.70
Cheniere Energy Stock (LNG) 1.0 $2.7M 12k 214.87
Canadian Pacific Kansas City Stock (CP) 0.9 $2.3M 32k 72.38
Crowdstrike Hldgs Inc Cl A Stock (CRWD) 0.7 $1.9M 5.6k 342.16
Netflix Stock (NFLX) 0.7 $1.9M 2.1k 891.32
Vanguard Small Cap Value Etf Etf (VBR) 0.7 $1.7M 8.8k 198.01
United Rentals Stock (URI) 0.6 $1.6M 2.2k 704.44
Spdr S&p 500 Etf Trust Etf (SPY) 0.6 $1.6M 2.7k 586.35
Servicenow Stock (NOW) 0.6 $1.5M 1.4k 1060.12
Meta Platforms Inc Cl A Stock (META) 0.5 $1.4M 2.4k 585.58
Booking Holdings Stock (BKNG) 0.5 $1.4M 286.00 4968.42
Advanced Micro Devices Stock (AMD) 0.5 $1.4M 11k 120.79
Emerson Elec Stock (EMR) 0.5 $1.3M 11k 123.93
Martin Marietta Matls Stock (MLM) 0.5 $1.3M 2.5k 516.50
Abbott Labs Stock (ABT) 0.5 $1.3M 12k 113.11
Chart Inds Stock (GTLS) 0.5 $1.3M 6.7k 190.84
Uber Technologies Stock (UBER) 0.5 $1.3M 21k 60.32
Energy Transfer L P Com Ut Ltd Ptn Stock (ET) 0.5 $1.3M 65k 19.59
Marriott Intl Inc New Cl A Stock (MAR) 0.5 $1.3M 4.5k 278.94
Fedex Corp Stock (FDX) 0.5 $1.3M 4.5k 281.33
Goldman Sachs Hedge Industry Vip Etf Etf (GVIP) 0.4 $1.2M 9.3k 124.37
Coca Cola Stock (KO) 0.4 $1.1M 19k 62.26
Disney Walt Stock (DIS) 0.4 $1.1M 10k 111.35
Eli Lilly & Co Stock (LLY) 0.4 $1.1M 1.4k 772.00
Vanguard Health Care Etf Etf (VHT) 0.4 $978k 3.9k 253.44
Invesco Qqq Trust Series I Etf (QQQ) 0.4 $975k 1.9k 511.23
Pepsico Stock (PEP) 0.4 $942k 6.2k 152.06
Nvent Electric Stock (NVT) 0.3 $898k 13k 68.16
Automatic Data Processing Stock (ADP) 0.3 $893k 3.1k 292.73
Vanguard S&p 500 Etf Etf (VOO) 0.3 $828k 1.5k 538.81
Communication Services Select Sector Spdr Fund Etf (XLC) 0.3 $784k 8.1k 96.92
Industrial Select Sector Spdr Fund Etf (XLI) 0.3 $753k 5.7k 131.81
Dexcom Stock (DXCM) 0.3 $740k 9.5k 77.77
Unitedhealth Group Stock (UNH) 0.3 $732k 1.4k 505.88
Vaneck Semiconductor Etf Etf (SMH) 0.3 $721k 3.0k 243.06
Nuveen Churchill Direct Lendin Cef (NCDL) 0.3 $721k 43k 16.78
Broadcom Stock (AVGO) 0.3 $707k 3.1k 231.84
Exxon Mobil Corp Stock (XOM) 0.3 $688k 6.4k 107.57
Azenta Stock (AZTA) 0.2 $650k 13k 50.00
Honeywell Intl Stock (HON) 0.2 $645k 2.9k 225.90
Invesco S&p 500 Equal Weight Etf Etf (RSP) 0.2 $629k 3.6k 175.23
Ishares U.s. Broker-dealers & Securities Exchanges Etf Etf (IAI) 0.2 $558k 3.9k 144.21
Duke Energy Corp Stock (DUK) 0.2 $543k 5.0k 107.74
Boeing Stock (BA) 0.2 $499k 2.8k 177.00
Zscaler Stock (ZS) 0.2 $471k 2.6k 180.41
Energy Select Sector Spdr Fund Etf (XLE) 0.2 $471k 5.5k 85.66
Mks Instrs Stock (MKSI) 0.2 $435k 4.2k 104.39
Procter And Gamble Stock (PG) 0.2 $428k 2.6k 167.65
White Mtns Ins Group Stock (WTM) 0.2 $401k 206.00 1945.06
Vaneck Gold Miners Etf Etf (GDX) 0.1 $391k 12k 33.87
Bitwise Bitcoin Etf Trust Etf (BITB) 0.1 $370k 7.3k 51.02
Ppg Inds Stock (PPG) 0.1 $345k 2.9k 119.45
Amplify Cybersecurity Etf Etf (HACK) 0.1 $317k 4.3k 74.49
Parker-hannifin Corp Stock (PH) 0.1 $312k 491.00 636.03
Tjx Cos Stock (TJX) 0.1 $294k 2.4k 120.81
Tesla Stock (TSLA) 0.1 $236k 583.00 403.91
Palantir Technologies Inc Cl A Stock (PLTR) 0.1 $219k 2.9k 75.64
Ishares Msci Emerging Markets Ex China Etf Etf (EMXC) 0.1 $211k 3.8k 55.45
Enterprise Prods Partners Stock (EPD) 0.1 $208k 6.6k 31.36
Srh Total Return Fund Cef (STEW) 0.1 $196k 12k 16.02