Hudson Value Partners

Hudson Value Partners as of Dec. 31, 2025

Portfolio Holdings for Hudson Value Partners

Hudson Value Partners holds 108 positions in its portfolio as reported in the December 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Alphabet Inc Cap Stk Cl A Stock (GOOGL) 6.9 $23M 74k 313.66
Berkshire Hathaway Inc Del Cl B Stock (BRK.B) 6.7 $22M 44k 503.45
Apple Stock (AAPL) 5.2 $18M 64k 272.75
Microsoft Corp Stock (MSFT) 4.6 $15M 32k 486.32
Alphabet Inc Cap Stk Cl C Stock (GOOG) 2.9 $9.8M 31k 314.48
Nvidia Corporation Stock (NVDA) 2.7 $8.9M 48k 186.66
Asml Holding N V N Y Registry Adr (ASML) 2.5 $8.3M 7.7k 1071.82
Visa Inc Com Cl A Stock (V) 2.4 $8.2M 23k 352.99
Corning Stock (GLW) 2.4 $7.9M 89k 88.75
Markel Group Stock (MKL) 2.3 $7.6M 3.5k 2169.43
Vanguard Total Stock Market Etf Etf (VTI) 2.2 $7.5M 22k 335.58
Johnson & Johnson Stock (JNJ) 2.2 $7.5M 36k 206.92
Everus Constr Group Stock (ECG) 2.1 $7.0M 80k 87.47
Mdu Res Group Stock (MDU) 2.0 $6.7M 341k 19.71
Franco Nev Corp Stock (FNV) 2.0 $6.7M 32k 208.13
Amgen Stock (AMGN) 2.0 $6.6M 20k 328.49
Costco Whsl Corp Stock (COST) 1.9 $6.4M 7.4k 865.09
Thermo Fisher Scientific Stock (TMO) 1.8 $6.2M 11k 582.91
Merck & Co Stock (MRK) 1.8 $6.2M 58k 105.94
Builders Firstsource Stock (BLDR) 1.8 $6.2M 60k 103.14
Fidelity National Financial In Stock (FNF) 1.7 $5.8M 106k 55.22
Qualcomm Stock (QCOM) 1.7 $5.7M 33k 173.51
Esab Corporation Stock (ESAB) 1.7 $5.7M 50k 113.13
Dell Technologies Inc Cl C Stock (DELL) 1.7 $5.7M 44k 127.56
Amentum Holdings Stock (AMTM) 1.6 $5.5M 188k 29.28
Jpmorgan Chase & Co Stock (JPM) 1.4 $4.9M 15k 322.75
Amazon Stock (AMZN) 1.3 $4.2M 18k 232.18
Meta Platforms Inc Cl A Stock (META) 1.2 $4.1M 6.2k 660.79
Mcdonalds Corp Stock (MCD) 1.2 $4.0M 13k 307.81
Deere & Co Stock (DE) 1.2 $3.9M 8.4k 469.43
Knife River Corp Stock (KNF) 1.2 $3.9M 54k 71.46
Atlanta Braves Hldgs Inc Com Ser A Stock (BATRA) 1.1 $3.9M 91k 42.60
State Street Technology Select Sector Spdr Etf Etf (XLK) 1.1 $3.8M 26k 144.03
Walmart Stock (WMT) 1.1 $3.7M 33k 111.65
Canadian Pacific Kansas City Stock (CP) 1.1 $3.6M 48k 74.30
Alibaba Group Hldg Adr (BABA) 1.0 $3.4M 23k 147.30
Oneok Stock (OKE) 0.9 $3.1M 42k 73.78
Eli Lilly & Co Stock (LLY) 0.9 $3.0M 2.8k 1077.77
State Street Communication Services Select Sector Spdr Etf Etf (XLC) 0.8 $2.7M 23k 117.72
Goldman Sachs Hedge Industry Vip Etf Etf (GVIP) 0.7 $2.4M 16k 154.94
Crowdstrike Hldgs Inc Cl A Stock (CRWD) 0.7 $2.2M 4.7k 473.12
Advanced Micro Devices Stock (AMD) 0.7 $2.2M 10k 214.91
Uber Technologies Stock (UBER) 0.6 $2.1M 26k 82.00
Qxo Stock (QXO) 0.6 $2.1M 100k 20.63
United Rentals Stock (URI) 0.5 $1.8M 2.2k 815.82
Netflix Stock (NFLX) 0.5 $1.7M 18k 93.78
Spdr S&p 500 Etf Trust Etf (SPY) 0.5 $1.5M 2.2k 682.89
Martin Marietta Matls Stock (MLM) 0.4 $1.5M 2.4k 630.86
Emerson Elec Stock (EMR) 0.4 $1.5M 11k 134.46
Marriott Intl Inc New Cl A Stock (MAR) 0.4 $1.4M 4.4k 312.56
Chart Inds Stock (GTLS) 0.4 $1.4M 6.7k 206.30
Vanguard Russell 2000 Etf Etf (VTWO) 0.4 $1.4M 14k 99.53
Abbott Labs Stock (ABT) 0.4 $1.4M 11k 125.74
Coca Cola Stock (KO) 0.4 $1.3M 18k 70.02
Fedex Corp Stock (FDX) 0.4 $1.3M 4.4k 289.94
Danaher Corporation Stock (DHR) 0.4 $1.2M 5.3k 230.08
Vaneck Gold Miners Etf Etf (GDX) 0.4 $1.2M 14k 85.78
Nvent Electric Stock (NVT) 0.4 $1.2M 12k 102.77
Canadian Imperial Bank Of Comm Stock (CM) 0.3 $1.1M 13k 90.61
Ishares Msci Brazil Etf Etf (EWZ) 0.3 $1.1M 36k 31.77
Home Depot Stock (HD) 0.3 $1.1M 3.3k 345.45
Kraneshares Csi China Internet Etf Etf (KWEB) 0.3 $1.1M 32k 34.08
Energy Transfer L P Com Ut Ltd Ptn Stock (ET) 0.3 $1.1M 65k 16.54
State Street Industrial Select Sector Spdr Etf Etf (XLI) 0.3 $1.1M 6.8k 155.14
Servicenow Stock (NOW) 0.3 $1.0M 6.8k 154.20
Disney Walt Stock (DIS) 0.3 $1.0M 8.9k 114.45
Kkr & Co Stock (KKR) 0.3 $1.0M 7.8k 128.52
Ishares U.s. Broker-dealers & Securities Exchanges Etf Etf (IAI) 0.3 $972k 5.4k 179.38
Invesco Qqq Trust Series I Etf (QQQ) 0.3 $930k 1.5k 616.48
Automatic Data Processing Stock (ADP) 0.2 $792k 3.1k 259.53
Broadcom Stock (AVGO) 0.2 $787k 2.3k 349.85
Exxon Mobil Corp Stock (XOM) 0.2 $777k 6.4k 120.87
Invesco S&p 500 Equal Weight Etf Etf (RSP) 0.2 $695k 3.6k 192.54
Pepsico Stock (PEP) 0.2 $694k 4.8k 143.99
Boeing Stock (BA) 0.2 $615k 2.8k 217.93
Bitwise Bitcoin Etf Trust Etf (BITB) 0.2 $607k 13k 47.56
Zscaler Stock (ZS) 0.2 $548k 2.4k 227.26
Duke Energy Corp Stock (DUK) 0.2 $544k 4.6k 117.68
Chevron Corp Stock (CVX) 0.2 $543k 3.6k 152.37
State Street Energy Select Sector Spdr Etf Etf (XLE) 0.2 $523k 12k 44.82
Ishares Russell Midcap Etf Etf (IWR) 0.2 $514k 5.3k 97.26
Nuveen Churchill Direct Lendin Cef (NCDL) 0.2 $503k 38k 13.34
Vanguard S&p 500 Etf Etf (VOO) 0.1 $502k 796.00 630.95
Regeneron Pharmaceuticals Stock (REGN) 0.1 $499k 647.00 771.87
Tesla Stock (TSLA) 0.1 $486k 1.1k 451.32
Airbnb Inc Com Cl A Stock (ABNB) 0.1 $439k 3.2k 135.72
White Mtns Ins Group Stock (WTM) 0.1 $428k 206.00 2078.60
Parker-hannifin Corp Stock (PH) 0.1 $396k 445.00 888.82
Procter And Gamble Stock (PG) 0.1 $379k 2.6k 144.03
Jpmorgan Income Etf Etf (JPIE) 0.1 $367k 7.9k 46.32
International Business Machs Stock (IBM) 0.1 $366k 1.2k 298.95
Tjx Cos Stock (TJX) 0.1 $335k 2.2k 155.22
Dt Midstream Stock (DTM) 0.1 $319k 2.7k 120.44
F&g Annuities & Life Stock 0.1 $319k 10k 30.85
Amplify Cybersecurity Etf Etf (HACK) 0.1 $309k 3.8k 81.24
Enterprise Prods Partners Stock (EPD) 0.1 $303k 9.4k 32.08
Caterpillar Stock (CAT) 0.1 $292k 505.00 577.34
Applied Matls Stock (AMAT) 0.1 $291k 1.1k 259.97
Spdr Gold Shares Etf (GLD) 0.1 $278k 700.00 397.05
Ishares Msci Emerging Markets Ex China Etf Etf (EMXC) 0.1 $276k 3.8k 72.72
Cisco Sys Stock (CSCO) 0.1 $257k 3.3k 77.20
Travelers Companies Stock (TRV) 0.1 $248k 856.00 290.06
Norfolk Southn Corp Stock (NSC) 0.1 $245k 850.00 288.72
Ppg Inds Stock (PPG) 0.1 $237k 2.3k 103.68
Citigroup Stock (C) 0.1 $231k 2.0k 116.69
Metlife Stock (MET) 0.1 $207k 2.6k 79.49
Idexx Labs Stock (IDXX) 0.1 $205k 300.00 682.32
Spdr Dow Jones Industrial Average Etf Trust Etf (DIA) 0.1 $203k 420.00 483.59