Hudson Value Partners

Hudson Value Partners as of June 30, 2025

Portfolio Holdings for Hudson Value Partners

Hudson Value Partners holds 109 positions in its portfolio as reported in the June 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) 7.3 $21M 43k 485.77
Microsoft Corp Stock (MSFT) 5.3 $15M 31k 497.41
Apple Stock (AAPL) 4.8 $14M 67k 205.17
Alphabet Inc Cap Stk Cl A Stock (GOOGL) 4.6 $13M 75k 176.23
Visa Inc Com Cl A Stock (V) 2.9 $8.3M 23k 355.05
Costco Whsl Corp Stock (COST) 2.8 $8.0M 8.1k 989.94
Nvidia Corporation Stock (NVDA) 2.7 $7.9M 50k 157.99
Builders Firstsource Stock (BLDR) 2.4 $7.0M 60k 116.69
Markel Group Stock (MKL) 2.4 $6.9M 3.5k 1997.45
Asml Holding N V N Y Registry Adr (ASML) 2.1 $6.1M 7.6k 801.39
Mdu Res Group Stock (MDU) 2.0 $5.8M 349k 16.67
Corning Stock (GLW) 2.0 $5.7M 109k 52.59
Alphabet Inc Cap Stk Cl C Stock (GOOG) 2.0 $5.7M 32k 177.39
Amgen Stock (AMGN) 1.9 $5.5M 20k 279.21
Esab Corporation Stock (ESAB) 1.9 $5.5M 46k 120.55
Dell Technologies Inc Cl C Stock (DELL) 1.9 $5.4M 44k 122.60
Vanguard Total Stock Market Etf Etf (VTI) 1.9 $5.4M 18k 303.93
Qualcomm Stock (QCOM) 1.8 $5.2M 32k 159.26
Johnson & Johnson Stock (JNJ) 1.8 $5.2M 34k 152.75
Everus Constr Group Stock (ECG) 1.8 $5.1M 80k 63.53
Jpmorgan Chase & Co Stock (JPM) 1.8 $5.1M 18k 289.91
Fidelity National Financial In Stock (FNF) 1.7 $5.1M 90k 56.06
Franco Nev Corp Stock (FNV) 1.7 $5.0M 31k 163.92
Merck & Co Stock (MRK) 1.7 $4.9M 62k 79.16
Amentum Holdings Stock (AMTM) 1.5 $4.4M 186k 23.61
Atlanta Braves Hldgs Inc Com Ser A Stock (BATRA) 1.5 $4.3M 88k 49.21
Knife River Corp Stock (KNF) 1.5 $4.3M 53k 81.64
Zebra Technologies Corporation Cl A Stock (ZBRA) 1.5 $4.3M 14k 308.36
Amazon Stock (AMZN) 1.4 $4.1M 19k 219.39
Mcdonalds Corp Stock (MCD) 1.3 $3.8M 13k 292.17
Thermo Fisher Scientific Stock (TMO) 1.3 $3.8M 9.3k 405.46
Canadian Pacific Kansas City Stock (CP) 1.3 $3.7M 47k 79.29
Deere & Co Stock (DE) 1.2 $3.5M 6.8k 508.49
Walmart Stock (WMT) 1.1 $3.3M 34k 97.78
Technology Select Sector Spdr Fund Etf (XLK) 1.1 $3.1M 12k 253.23
Crowdstrike Hldgs Inc Cl A Stock (CRWD) 0.9 $2.5M 5.0k 509.31
Uber Technologies Stock (UBER) 0.9 $2.5M 27k 93.30
Netflix Stock (NFLX) 0.9 $2.5M 1.8k 1339.13
Meta Platforms Inc Cl A Stock (META) 0.9 $2.5M 3.3k 738.09
Communication Services Select Sector Spdr Fund Etf (XLC) 0.7 $2.2M 20k 108.53
Home Depot Stock (HD) 0.7 $2.0M 5.5k 366.64
Eli Lilly & Co Stock (LLY) 0.7 $1.9M 2.4k 779.53
Goldman Sachs Hedge Industry Vip Etf Etf (GVIP) 0.6 $1.8M 13k 138.37
United Rentals Stock (URI) 0.6 $1.7M 2.2k 753.40
Qxo Stock (QXO) 0.6 $1.6M 76k 21.54
Spdr S&p 500 Etf Trust Etf (SPY) 0.6 $1.6M 2.6k 617.85
Advanced Micro Devices Stock (AMD) 0.5 $1.6M 11k 141.90
Booking Holdings Stock (BKNG) 0.5 $1.5M 266.00 5789.24
Abbott Labs Stock (ABT) 0.5 $1.5M 11k 136.01
Emerson Elec Stock (EMR) 0.5 $1.4M 11k 133.33
Servicenow Stock (NOW) 0.5 $1.4M 1.4k 1028.08
Martin Marietta Matls Stock (MLM) 0.5 $1.3M 2.4k 548.96
Coca Cola Stock (KO) 0.4 $1.3M 18k 70.75
Marriott Intl Inc New Cl A Stock (MAR) 0.4 $1.2M 4.4k 273.21
Vanguard Health Care Etf Etf (VHT) 0.4 $1.2M 4.8k 248.36
Energy Transfer L P Com Ut Ltd Ptn Stock (ET) 0.4 $1.2M 65k 18.13
Chart Inds Stock (GTLS) 0.4 $1.1M 6.7k 164.65
Kkr & Co Stock (KKR) 0.4 $1.0M 7.8k 133.03
Fedex Corp Stock (FDX) 0.4 $1.0M 4.5k 227.31
Disney Walt Stock (DIS) 0.3 $997k 8.0k 124.01
Automatic Data Processing Stock (ADP) 0.3 $941k 3.1k 308.40
Invesco Qqq Trust Series I Etf (QQQ) 0.3 $925k 1.7k 551.64
Canadian Imperial Bk Comm Stock (CM) 0.3 $891k 13k 70.83
Vaneck Semiconductor Etf Etf (SMH) 0.3 $860k 3.1k 278.90
Nvent Electric Stock (NVT) 0.3 $855k 12k 73.25
Ishares Msci Brazil Etf Etf (EWZ) 0.3 $852k 30k 28.85
Industrial Select Sector Spdr Fund Etf (XLI) 0.3 $844k 5.7k 147.52
Broadcom Stock (AVGO) 0.3 $841k 3.1k 275.65
Zscaler Stock (ZS) 0.3 $761k 2.4k 313.94
Ishares U.s. Broker-dealers & Securities Exchanges Etf Etf (IAI) 0.3 $752k 4.4k 169.13
Danaher Corporation Stock (DHR) 0.2 $718k 3.6k 197.54
Bitwise Bitcoin Etf Trust Etf (BITB) 0.2 $697k 12k 58.59
Dexcom Stock (DXCM) 0.2 $697k 8.0k 87.29
Nuveen Churchill Direct Lendin Cef (NCDL) 0.2 $695k 43k 16.19
Micron Technology Stock (MU) 0.2 $690k 5.6k 123.25
Exxon Mobil Corp Stock (XOM) 0.2 $689k 6.4k 107.80
Vaneck Gold Miners Etf Etf (GDX) 0.2 $677k 13k 52.06
Invesco S&p 500 Equal Weight Etf Etf (RSP) 0.2 $667k 3.7k 181.74
Pepsico Stock (PEP) 0.2 $636k 4.8k 132.04
Duke Energy Corp Stock (DUK) 0.2 $595k 5.0k 118.00
Boeing Stock (BA) 0.2 $591k 2.8k 209.53
Chevron Corp Stock (CVX) 0.2 $511k 3.6k 143.19
Airbnb Inc Com Cl A Stock (ABNB) 0.2 $491k 3.7k 132.34
Energy Select Sector Spdr Fund Etf (XLE) 0.2 $486k 5.7k 84.81
Snap Inc Cl A Stock (SNAP) 0.2 $460k 53k 8.69
Vanguard S&p 500 Etf Etf (VOO) 0.2 $452k 796.00 568.03
Core Natural Resources Stock (CNR) 0.2 $449k 6.4k 69.74
Procter And Gamble Stock (PG) 0.1 $406k 2.6k 159.32
Regeneron Pharmaceuticals Stock (REGN) 0.1 $399k 759.00 525.00
White Mtns Ins Group Stock (WTM) 0.1 $370k 206.00 1795.72
International Business Machs Stock (IBM) 0.1 $349k 1.2k 294.78
Amplify Cybersecurity Etf Etf (HACK) 0.1 $328k 3.8k 86.37
Ppg Inds Stock (PPG) 0.1 $320k 2.8k 113.75
Parker-hannifin Corp Stock (PH) 0.1 $301k 431.00 698.47
Enterprise Prods Partners Stock (EPD) 0.1 $293k 9.4k 31.01
Azenta Stock (AZTA) 0.1 $242k 7.9k 30.78
Ishares Msci Emerging Markets Ex China Etf Etf (EMXC) 0.1 $240k 3.8k 63.14
Tesla Stock (TSLA) 0.1 $239k 753.00 317.47
Tjx Cos Stock (TJX) 0.1 $239k 1.9k 123.49
Nvidia Corporation Option Call Option 0.1 $237k 1.5k 157.99
Cisco Sys Stock (CSCO) 0.1 $223k 3.2k 69.38
Oracle Corp Stock (ORCL) 0.1 $222k 1.0k 218.63
Jpmorgan Income Etf Etf (JPIE) 0.1 $220k 4.8k 46.32
Norfolk Southn Corp Stock (NSC) 0.1 $218k 850.00 255.97
Spdr Gold Shares Etf (GLD) 0.1 $213k 700.00 304.83
Metlife Stock (MET) 0.1 $209k 2.6k 80.42
Dt Midstream Stock (DTM) 0.1 $209k 1.9k 109.91
Applied Matls Stock (AMAT) 0.1 $205k 1.1k 183.07
Alphabet Inc Cl A Option Call Option 0.0 $53k 300.00 176.23