Hudson Value Partners

Hudson Value Partners as of March 31, 2026

Portfolio Holdings for Hudson Value Partners

Hudson Value Partners holds 101 positions in its portfolio as reported in the March 2026 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 46k 479.20
Alphabet Inc Cap Stk Cl A Stock (GOOGL) 6.3 $21M 74k 287.56
Apple Stock (AAPL) 4.8 $16M 63k 253.79
Microsoft Corp Stock (MSFT) 3.9 $13M 36k 370.17
Corning Stock (GLW) 3.6 $12M 88k 135.97
Everus Constr Group Stock (ECG) 2.7 $9.1M 77k 118.06
Asml Hldg Nv N Y Registry Adr (ASML) 2.7 $8.9M 6.8k 1320.78
Johnson & Johnson Stock (JNJ) 2.6 $8.7M 36k 244.44
Franco Nev Corp Stock (FNV) 2.5 $8.4M 34k 247.05
Nvidia Corporation Stock (NVDA) 2.3 $7.7M 44k 174.40
Alphabet Inc Cap Stk Cl C Stock (GOOG) 2.3 $7.7M 27k 286.86
Dell Technologies Inc Cl C Stock (DELL) 2.2 $7.3M 45k 164.13
Vanguard Total Stock Market Etf Etf (VTI) 2.2 $7.3M 23k 320.80
Mdu Res Group Stock (MDU) 2.2 $7.3M 351k 20.72
Visa Inc Com Cl A Stock (V) 2.1 $7.2M 24k 302.24
Amgen Stock (AMGN) 2.1 $7.2M 20k 351.86
Merck & Co Stock (MRK) 2.1 $7.1M 59k 120.29
Costco Wholesale Corporation Stock (COST) 2.1 $7.0M 7.0k 996.43
Markel Group Stock (MKL) 2.0 $6.8M 3.6k 1913.89
Thermo Fisher Scientific Stock (TMO) 2.0 $6.6M 13k 491.52
Oneok Stock (OKE) 1.7 $5.8M 65k 90.39
Amentum Holdings Stock (AMTM) 1.6 $5.3M 204k 26.08
Esab Corporation Stock (ESAB) 1.6 $5.3M 55k 96.66
Fidelity Natl Finl Stock (FNF) 1.4 $4.8M 103k 46.38
Jpmorgan Chase & Co Stock (JPM) 1.4 $4.7M 16k 294.16
Deere & Co Stock (DE) 1.4 $4.7M 8.4k 563.28
Builders Firstsource Stock (BLDR) 1.4 $4.6M 55k 82.33
Knife River Corp Stock (KNF) 1.4 $4.5M 56k 81.65
Atlanta Braves Hldgs Inc Com Ser A Stock (BATRA) 1.3 $4.3M 90k 47.15
Qualcomm Stock (QCOM) 1.3 $4.2M 33k 128.78
Mcdonalds Corp Stock (MCD) 1.2 $4.0M 13k 310.79
Meta Platforms Inc Cl A Stock (META) 1.2 $4.0M 7.0k 572.13
Walmart Stock (WMT) 1.2 $4.0M 32k 124.28
Canadian Pacific Kansas City Stock (CP) 1.1 $3.8M 48k 78.46
Amazon Stock (AMZN) 1.1 $3.7M 18k 208.27
Advanced Micro Devices Stock (AMD) 0.9 $3.1M 15k 203.43
State Street Technology Select Sector Spdr Etf Etf (XLK) 0.9 $3.1M 23k 132.90
Alibaba Group Hldg Adr (BABA) 0.9 $3.0M 24k 125.46
State Street Communication Services Select Sector Spdr Etf Etf (XLC) 0.9 $2.9M 26k 110.86
Eli Lilly & Co Stock (LLY) 0.7 $2.4M 2.6k 919.77
Goldman Sachs Hedge Industry Vip Etf Etf (GVIP) 0.7 $2.4M 16k 145.73
Dimensional Us Small Cap Value Etf Etf (DFSV) 0.7 $2.3M 67k 35.04
Qxo Stock (QXO) 0.7 $2.2M 115k 19.42
Uber Technologies Stock (UBER) 0.6 $2.0M 28k 71.93
Crowdstrike Hldgs Inc Cl A Stock (CRWD) 0.6 $2.0M 5.0k 390.41
Netflix Stock (NFLX) 0.5 $1.7M 18k 96.15
Servicenow Stock (NOW) 0.5 $1.7M 16k 104.55
Fedex Corp Stock (FDX) 0.5 $1.6M 4.4k 356.18
State Street Spdr S&p 500 Etf Etf (SPY) 0.4 $1.4M 2.2k 650.34
Marriott Intl Inc New Cl A Stock (MAR) 0.4 $1.4M 4.4k 327.07
Emerson Elec Stock (EMR) 0.4 $1.4M 11k 131.02
United Rentals Stock (URI) 0.4 $1.4M 1.9k 728.56
Leidos Holdings Stock (LDOS) 0.4 $1.4M 9.0k 155.52
Nvent Elec Stock (NVT) 0.4 $1.4M 12k 118.28
Coca Cola Stock (KO) 0.4 $1.4M 18k 76.05
Martin Marietta Matls Stock (MLM) 0.4 $1.3M 2.3k 588.68
Energy Transfer L P Com Ut Ltd Ptn Stock (ET) 0.4 $1.3M 68k 19.30
Ishares Msci Brazil Etf Etf (EWZ) 0.4 $1.2M 32k 38.39
Canadian Imperial Bank Of Comm Stock (CM) 0.4 $1.2M 13k 94.75
Kraneshares Csi China Internet Etf Etf (KWEB) 0.3 $1.2M 41k 28.43
State Street Industrial Select Sector Spdr Etf Etf (XLI) 0.3 $1.2M 7.1k 161.73
Vanguard Health Care Etf Etf (VHT) 0.3 $1.1M 4.1k 272.33
Danaher Corp Del Stock (DHR) 0.3 $960k 5.1k 189.60
Abbott Laboratories Stock (ABT) 0.3 $919k 9.0k 102.67
Kkr & Co Stock (KKR) 0.3 $854k 9.2k 92.50
Exxon Mobil Corp Stock (XOM) 0.2 $797k 4.7k 169.66
Disney Walt Stock (DIS) 0.2 $792k 8.2k 96.38
Invesco Qqq Trust Series I Etf (QQQ) 0.2 $789k 1.4k 577.18
Vaneck Gold Miners Etf Etf (GDX) 0.2 $753k 8.2k 91.77
Pepsico Stock (PEP) 0.2 $749k 4.8k 155.29
State Street Energy Select Sector Spdr Etf Etf (XLE) 0.2 $715k 12k 61.26
Home Depot Stock (HD) 0.2 $705k 2.1k 328.89
Chevron Corporation Stock (CVX) 0.2 $698k 3.4k 206.90
Broadcom Stock (AVGO) 0.2 $696k 2.3k 309.51
Invesco S&p 500 Equal Weight Etf Etf (RSP) 0.2 $693k 3.6k 191.92
Jpmorgan Income Etf Etf (JPIE) 0.2 $674k 15k 46.07
Automatic Data Processing Stock (ADP) 0.2 $620k 3.1k 203.18
Boeing Stock (BA) 0.2 $561k 2.8k 199.03
Airbnb Inc Com Cl A Stock (ABNB) 0.2 $533k 4.2k 126.28
Ishares Russell Midcap Etf Etf (IWR) 0.2 $513k 5.3k 97.23
Nuveen Churchill Direct Lendin Cef (NCDL) 0.1 $480k 38k 12.72
Vanguard S&p 500 Etf Etf (VOO) 0.1 $473k 792.00 597.55
White Mtns Ins Group Stock (WTM) 0.1 $453k 206.00 2196.96
Regeneron Pharmaceuticals Stock (REGN) 0.1 $423k 547.00 772.64
Zscaler Stock (ZS) 0.1 $391k 2.8k 140.29
Applied Matls Stock (AMAT) 0.1 $383k 1.1k 341.79
Akre Focus Etf Etf (AKRE) 0.1 $378k 7.1k 52.85
Dt Midstream Stock (DTM) 0.1 $357k 2.7k 134.67
Caterpillar Stock (CAT) 0.1 $354k 500.00 708.46
Tjx Cos Stock (TJX) 0.1 $345k 2.2k 159.70
Parker-hannifin Corp Stock (PH) 0.1 $345k 385.00 895.24
Enterprise Prods Partners Stock (EPD) 0.1 $339k 9.0k 37.84
Tesla Stock (TSLA) 0.1 $302k 813.00 371.55
Ishares Msci Emerging Markets Ex China Etf Etf (EMXC) 0.1 $299k 3.8k 78.66
Amplify Cybersecurity Etf Etf (HACK) 0.1 $285k 3.8k 75.09
International Business Machs Stock (IBM) 0.1 $285k 1.2k 242.39
Cisco Sys Stock (CSCO) 0.1 $259k 3.3k 77.59
Vanguard 0-3 Month Treasury Bill Etf Etf (VBIL) 0.1 $254k 3.4k 75.65
Travelers Companies Stock (TRV) 0.1 $250k 856.00 291.68
Norfolk Southn Corp Stock (NSC) 0.1 $244k 850.00 287.00
Nvidia Corp Option Call Option 0.1 $174k 1.0k 174.40