Hudson Value Partners

Hudson Value Partners as of March 31, 2025

Portfolio Holdings for Hudson Value Partners

Hudson Value Partners holds 100 positions in its portfolio as reported in the March 2025 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) 8.5 $23M 42k 532.57
Apple Stock (AAPL) 5.8 $16M 70k 222.13
Microsoft Corp Stock (MSFT) 4.6 $12M 32k 375.39
Alphabet Inc Cap Stk Cl A Stock (GOOGL) 4.3 $12M 74k 154.64
Costco Whsl Corp Stock (COST) 3.3 $8.8M 9.3k 945.78
Visa Inc Com Cl A Stock (V) 3.0 $8.1M 23k 350.46
Merck & Co Stock (MRK) 2.8 $7.5M 83k 89.76
Builders Firstsource Stock (BLDR) 2.8 $7.4M 59k 124.94
Vanguard Total Stock Market Etf Etf (VTI) 2.5 $6.7M 24k 274.85
Johnson & Johnson Stock (JNJ) 2.4 $6.4M 38k 165.84
Markel Group Stock (MKL) 2.3 $6.1M 3.3k 1869.69
Mdu Res Group Stock (MDU) 2.2 $5.8M 343k 16.91
Fidelity National Financial In Fnf Group Stock (FNF) 2.2 $5.8M 89k 65.08
Esab Corporation Stock (ESAB) 2.0 $5.2M 45k 116.50
Qualcomm Stock (QCOM) 1.9 $5.1M 33k 153.61
Alphabet Inc Cap Stk Cl C Stock (GOOG) 1.9 $5.1M 33k 156.23
Nvidia Corporation Stock (NVDA) 1.9 $5.0M 46k 108.38
Corning Stock (GLW) 1.9 $5.0M 109k 45.78
Franco Nev Corp Stock (FNV) 1.9 $5.0M 32k 157.56
Amgen Stock (AMGN) 1.8 $4.9M 16k 311.55
Knife River Corp Stock (KNF) 1.8 $4.8M 53k 90.21
Dell Technologies Inc Cl C Stock (DELL) 1.5 $4.1M 45k 91.15
Mcdonalds Corp Stock (MCD) 1.5 $4.0M 13k 312.37
Atlanta Braves Hldgs Inc Com Ser A Stock (BATRA) 1.4 $3.8M 87k 43.87
Zebra Technologies Corporation Cl A Stock (ZBRA) 1.4 $3.8M 13k 282.56
Jpmorgan Chase & Co Stock (JPM) 1.4 $3.8M 15k 245.30
Asml Holding N V N Y Registry Adr (ASML) 1.4 $3.7M 5.6k 662.63
Amentum Holdings Stock (AMTM) 1.3 $3.4M 188k 18.20
Amazon Stock (AMZN) 1.3 $3.4M 18k 190.26
Walmart Stock (WMT) 1.2 $3.3M 38k 87.79
Deere & Co Stock (DE) 1.2 $3.1M 6.6k 469.35
Everus Constr Group Stock (ECG) 1.1 $2.9M 79k 37.09
Canadian Pacific Kansas City Stock (CP) 1.1 $2.9M 42k 70.18
Home Depot Stock (HD) 1.1 $2.8M 7.7k 366.49
Technology Select Sector Spdr Fund Etf (XLK) 1.1 $2.8M 14k 206.49
Eli Lilly & Co Stock (LLY) 0.8 $2.0M 2.5k 825.91
Crowdstrike Hldgs Inc Cl A Stock (CRWD) 0.7 $1.9M 5.5k 352.58
Uber Technologies Stock (UBER) 0.7 $1.9M 27k 72.86
Netflix Stock (NFLX) 0.7 $1.8M 2.0k 932.53
Vanguard Small Cap Value Etf Etf (VBR) 0.7 $1.8M 9.7k 186.30
Meta Platforms Inc Cl A Stock (META) 0.6 $1.5M 2.6k 576.36
Abbott Labs Stock (ABT) 0.5 $1.4M 11k 132.65
Spdr S&p 500 Etf Trust Etf (SPY) 0.5 $1.4M 2.5k 559.39
United Rentals Stock (URI) 0.5 $1.4M 2.2k 626.70
Vanguard Health Care Etf Etf (VHT) 0.5 $1.3M 5.1k 264.77
Coca Cola Stock (KO) 0.5 $1.3M 19k 71.62
Booking Holdings Stock (BKNG) 0.5 $1.3M 281.00 4606.91
Rio Tinto Adr (RIO) 0.5 $1.3M 21k 60.08
Goldman Sachs Hedge Industry Vip Etf Etf (GVIP) 0.5 $1.2M 10k 117.88
Energy Transfer L P Com Ut Ltd Ptn Stock (ET) 0.5 $1.2M 65k 18.59
Emerson Elec Stock (EMR) 0.4 $1.2M 11k 109.64
Communication Services Select Sector Spdr Fund Etf (XLC) 0.4 $1.2M 12k 96.46
Advanced Micro Devices Stock (AMD) 0.4 $1.2M 11k 102.74
Martin Marietta Matls Stock (MLM) 0.4 $1.1M 2.4k 478.13
Fedex Corp Stock (FDX) 0.4 $1.1M 4.5k 243.78
Servicenow Stock (NOW) 0.4 $1.1M 1.4k 796.14
Marriott Intl Inc New Cl A Stock (MAR) 0.4 $1.1M 4.4k 238.20
Danaher Corporation Stock (DHR) 0.4 $1.0M 5.0k 205.00
Chart Inds Stock (GTLS) 0.4 $973k 6.7k 144.36
Automatic Data Processing Stock (ADP) 0.4 $932k 3.1k 305.53
Disney Walt Stock (DIS) 0.3 $917k 9.3k 98.70
Kkr & Co Stock (KKR) 0.3 $906k 7.8k 115.61
Pepsico Stock (PEP) 0.3 $820k 5.5k 149.94
Industrial Select Sector Spdr Fund Etf (XLI) 0.3 $790k 6.0k 131.07
Vanguard S&p 500 Etf Etf (VOO) 0.3 $790k 1.5k 513.91
Invesco Qqq Trust Series I Etf (QQQ) 0.3 $772k 1.6k 468.92
Exxon Mobil Corp Stock (XOM) 0.3 $761k 6.4k 118.93
Chevron Corp Stock (CVX) 0.3 $752k 4.5k 167.29
Nuveen Churchill Direct Lendin Cef (NCDL) 0.3 $729k 43k 16.98
Canadian Imperial Bk Comm Stock (CM) 0.3 $708k 13k 56.30
Nvent Electric Stock (NVT) 0.3 $691k 13k 52.42
Vaneck Semiconductor Etf Etf (SMH) 0.3 $673k 3.2k 211.48
Dexcom Stock (DXCM) 0.2 $650k 9.5k 68.29
Tesla Stock (TSLA) 0.2 $642k 2.5k 259.22
Invesco S&p 500 Equal Weight Etf Etf (RSP) 0.2 $635k 3.7k 173.23
Ishares U.s. Broker-dealers & Securities Exchanges Etf Etf (IAI) 0.2 $629k 4.5k 140.12
Duke Energy Corp Stock (DUK) 0.2 $615k 5.0k 121.97
Energy Select Sector Spdr Fund Etf (XLE) 0.2 $559k 6.0k 93.45
Bitwise Bitcoin Etf Trust Etf (BITB) 0.2 $551k 12k 44.88
Broadcom Stock (AVGO) 0.2 $514k 3.1k 167.43
Boeing Stock (BA) 0.2 $481k 2.8k 170.55
Zscaler Stock (ZS) 0.2 $479k 2.4k 198.42
Vaneck Gold Miners Etf Etf (GDX) 0.2 $478k 10k 45.97
Procter And Gamble Stock (PG) 0.2 $435k 2.6k 170.42
White Mtns Ins Group Stock (WTM) 0.1 $397k 206.00 1925.81
Azenta Stock (AZTA) 0.1 $337k 9.7k 34.64
Enterprise Prods Partners Stock (EPD) 0.1 $322k 9.4k 34.14
Ppg Inds Stock (PPG) 0.1 $315k 2.9k 109.35
International Business Machs Stock (IBM) 0.1 $295k 1.2k 248.66
Interactive Brokers Group Inc Com Cl A Stock (IBKR) 0.1 $295k 1.8k 165.59
Dt Midstream Stock (DTM) 0.1 $280k 2.9k 96.48
Amplify Cybersecurity Etf Etf (HACK) 0.1 $273k 3.8k 71.80
Parker-hannifin Corp Stock (PH) 0.1 $262k 431.00 607.85
Tjx Cos Stock (TJX) 0.1 $235k 1.9k 121.80
Abbvie Stock (ABBV) 0.1 $212k 1.0k 209.52
Srh Total Return Fund Cef (STEW) 0.1 $211k 12k 17.25
Snap Inc Cl A Stock (SNAP) 0.1 $211k 24k 8.71
Ishares Msci Emerging Markets Ex China Etf Etf (EMXC) 0.1 $209k 3.8k 55.09
Blackstone Secd Lending Cef (BXSL) 0.1 $207k 6.4k 32.36
Norfolk Southn Corp Stock (NSC) 0.1 $201k 850.00 236.85