Hudson Value Partners

Hudson Value Partners as of Sept. 30, 2025

Portfolio Holdings for Hudson Value Partners

Hudson Value Partners holds 110 positions in its portfolio as reported in the September 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) 6.6 $22M 43k 502.74
Alphabet Inc Cap Stk Cl A Stock (GOOGL) 5.6 $18M 75k 243.10
Apple Stock (AAPL) 5.2 $17M 66k 254.63
Microsoft Corp Stock (MSFT) 4.9 $16M 31k 517.95
Nvidia Corporation Stock (NVDA) 2.9 $9.6M 51k 186.58
Visa Inc Com Cl A Stock (V) 2.4 $7.9M 23k 341.38
Alphabet Inc Cap Stk Cl C Stock (GOOG) 2.4 $7.9M 32k 243.55
Costco Whsl Corp Stock (COST) 2.3 $7.6M 8.2k 925.63
Asml Holding N V N Y Registry Adr (ASML) 2.3 $7.4M 7.6k 968.09
Corning Stock (GLW) 2.2 $7.3M 89k 82.03
Vanguard Total Stock Market Etf Call Call Option 2.2 $7.2M 2.2k 3281.70
Builders Firstsource Stock (BLDR) 2.2 $7.2M 59k 121.25
Franco Nev Corp Stock (FNV) 2.2 $7.1M 32k 222.91
Everus Constr Group Stock (ECG) 2.1 $6.8M 79k 85.75
Vanguard Total Stock Market Etf Etf (VTI) 2.1 $6.8M 21k 328.17
Markel Group Stock (MKL) 2.1 $6.7M 3.5k 1911.44
Johnson & Johnson Stock (JNJ) 2.0 $6.5M 35k 185.42
Fidelity National Financial In Stock (FNF) 1.9 $6.3M 104k 60.49
Dell Technologies Inc Cl C Stock (DELL) 1.9 $6.2M 44k 141.77
Mdu Res Group Stock (MDU) 1.8 $6.0M 339k 17.81
Amgen Stock (AMGN) 1.7 $5.6M 20k 282.20
Esab Corporation Stock (ESAB) 1.7 $5.4M 49k 111.74
Qualcomm Stock (QCOM) 1.6 $5.4M 32k 166.36
Thermo Fisher Scientific Stock (TMO) 1.6 $5.1M 11k 485.02
Merck & Co Stock (MRK) 1.5 $4.9M 59k 83.93
Jpmorgan Chase & Co Stock (JPM) 1.5 $4.9M 15k 315.43
Amentum Holdings Stock (AMTM) 1.4 $4.5M 186k 23.95
Knife River Corp Stock (KNF) 1.3 $4.1M 54k 76.87
Amazon Stock (AMZN) 1.2 $4.0M 18k 219.57
Atlanta Braves Hldgs Inc Com Ser A Stock (BATRA) 1.2 $4.0M 88k 45.47
Mcdonalds Corp Stock (MCD) 1.2 $3.8M 13k 303.89
Technology Select Sector Spdr Fund Etf (XLK) 1.1 $3.7M 13k 281.86
Deere & Co Stock (DE) 1.1 $3.7M 8.0k 457.26
Canadian Pacific Kansas City Stock (CP) 1.1 $3.4M 46k 74.50
Walmart Stock (WMT) 1.0 $3.4M 33k 103.06
Zebra Technologies Corporation Cl A Stock (ZBRA) 1.0 $3.4M 11k 297.16
Meta Platforms Inc Cl A Stock (META) 0.8 $2.7M 3.7k 734.38
Communication Services Select Sector Spdr Fund Etf (XLC) 0.8 $2.7M 23k 118.37
Uber Technologies Stock (UBER) 0.8 $2.6M 27k 97.97
Alibaba Group Hldg Adr (BABA) 0.8 $2.6M 15k 178.73
Crowdstrike Hldgs Inc Cl A Stock (CRWD) 0.8 $2.4M 5.0k 490.38
Goldman Sachs Hedge Industry Vip Etf Etf (GVIP) 0.7 $2.4M 15k 153.26
Netflix Stock (NFLX) 0.7 $2.2M 1.8k 1198.92
United Rentals Stock (URI) 0.7 $2.1M 2.2k 954.66
Eli Lilly & Co Stock (LLY) 0.6 $2.1M 2.8k 763.00
Qxo Stock (QXO) 0.6 $1.9M 100k 19.06
Spdr S&p 500 Etf Trust Etf (SPY) 0.5 $1.7M 2.5k 666.18
Advanced Micro Devices Stock (AMD) 0.5 $1.6M 10k 161.79
Martin Marietta Matls Stock (MLM) 0.5 $1.5M 2.4k 630.28
Abbott Labs Stock (ABT) 0.4 $1.4M 11k 133.94
Emerson Elec Stock (EMR) 0.4 $1.4M 11k 131.18
Chart Inds Stock (GTLS) 0.4 $1.3M 6.7k 200.15
Home Depot Stock (HD) 0.4 $1.3M 3.3k 405.19
Vanguard Russell 2000 Etf Etf (VTWO) 0.4 $1.3M 13k 97.82
Servicenow Stock (NOW) 0.4 $1.2M 1.4k 920.28
Coca Cola Stock (KO) 0.4 $1.2M 18k 66.32
Marriott Intl Inc New Cl A Stock (MAR) 0.4 $1.2M 4.4k 260.44
Nvent Electric Stock (NVT) 0.4 $1.2M 12k 98.64
Energy Transfer L P Com Ut Ltd Ptn Stock (ET) 0.3 $1.1M 65k 17.16
Ishares Msci Brazil Etf Etf (EWZ) 0.3 $1.1M 36k 31.00
Tesla Stock (TSLA) 0.3 $1.1M 2.4k 444.82
Vaneck Gold Miners Etf Etf (GDX) 0.3 $1.1M 14k 76.40
Fedex Corp Stock (FDX) 0.3 $1.1M 4.5k 235.81
Industrial Select Sector Spdr Fund Etf (XLI) 0.3 $1.0M 6.7k 154.24
Danaher Corporation Stock (DHR) 0.3 $1.0M 5.2k 198.26
Kkr & Co Stock (KKR) 0.3 $1.0M 7.8k 129.95
Canadian Imperial Bank Of Comm Stock (CM) 0.3 $1.0M 13k 79.89
Invesco Qqq Trust Series I Etf (QQQ) 0.3 $976k 1.6k 600.37
Ishares U.s. Broker-dealers & Securities Exchanges Etf Etf (IAI) 0.3 $946k 5.3k 176.88
Disney Walt Stock (DIS) 0.3 $921k 8.0k 114.50
Automatic Data Processing Stock (ADP) 0.3 $895k 3.1k 293.50
Kraneshares Csi China Internet Etf Etf (KWEB) 0.3 $864k 21k 42.01
Bitwise Bitcoin Etf Trust Etf (BITB) 0.3 $821k 13k 62.22
Broadcom Stock (AVGO) 0.2 $742k 2.3k 329.91
Exxon Mobil Corp Stock (XOM) 0.2 $724k 6.4k 112.75
Zscaler Stock (ZS) 0.2 $723k 2.4k 299.66
Invesco S&p 500 Equal Weight Etf Etf (RSP) 0.2 $684k 3.6k 189.70
Pepsico Stock (PEP) 0.2 $677k 4.8k 140.44
Boeing Stock (BA) 0.2 $609k 2.8k 215.83
Duke Energy Corp Stock (DUK) 0.2 $572k 4.6k 123.75
Chevron Corp Stock (CVX) 0.2 $554k 3.6k 155.29
Nvidia Corporation Call Call Option 0.2 $522k 2.8k 186.58
Energy Select Sector Spdr Fund Etf (XLE) 0.2 $521k 5.8k 89.34
Nuveen Churchill Direct Lendin Cef (NCDL) 0.2 $521k 38k 13.80
Vanguard S&p 500 Etf Etf (VOO) 0.1 $488k 796.00 612.38
Airbnb Inc Com Cl A Stock (ABNB) 0.1 $451k 3.7k 121.42
Ipath Series B S&p 500 Vix Short-term Futures Etn Etf (VXX) 0.1 $438k 13k 33.16
Regeneron Pharmaceuticals Stock (REGN) 0.1 $427k 759.00 562.27
Dexcom Stock (DXCM) 0.1 $402k 6.0k 67.29
Procter And Gamble Stock (PG) 0.1 $392k 2.6k 153.65
Jpmorgan Income Etf Etf (JPIE) 0.1 $368k 7.9k 46.41
White Mtns Ins Group Stock (WTM) 0.1 $344k 206.00 1671.52
International Business Machs Stock (IBM) 0.1 $332k 1.2k 282.16
Amplify Cybersecurity Etf Etf (HACK) 0.1 $330k 3.8k 86.80
Parker-hannifin Corp Stock (PH) 0.1 $301k 397.00 758.15
Dt Midstream Stock (DTM) 0.1 $300k 2.7k 113.06
Ppg Inds Stock (PPG) 0.1 $296k 2.8k 105.11
Enterprise Prods Partners Stock (EPD) 0.1 $295k 9.4k 31.27
Tjx Cos Stock (TJX) 0.1 $274k 1.9k 144.54
Oracle Corp Stock (ORCL) 0.1 $269k 955.00 281.24
Ishares Msci Emerging Markets Ex China Etf Etf (EMXC) 0.1 $257k 3.8k 67.51
Norfolk Southn Corp Stock (NSC) 0.1 $255k 850.00 300.41
Spdr Gold Shares Etf (GLD) 0.1 $249k 700.00 355.47
Caterpillar Stock (CAT) 0.1 $239k 500.00 477.15
Applied Matls Stock (AMAT) 0.1 $229k 1.1k 204.74
Idexx Labs Stock (IDXX) 0.1 $224k 350.00 638.89
Metlife Stock (MET) 0.1 $214k 2.6k 82.37
Citigroup Stock (C) 0.1 $201k 2.0k 101.50
Apple Call Call Option 0.0 $76k 300.00 254.63
Kraneshares Csi China Internet Etf Call Call Option 0.0 $42k 1.0k 42.01