Hudson Value Partners

Hudson Value Partners as of June 30, 2026

Portfolio Holdings for Hudson Value Partners

Hudson Value Partners holds 113 positions in its portfolio as reported in the June 2026 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Alphabet Inc Cap Stk Cl A Stock (GOOGL) 6.5 $26M 72k 357.37
Berkshire Hathaway Inc Del Cl B Stock (BRK.B) 5.9 $24M 47k 500.40
Corning Stock (GLW) 5.0 $20M 79k 255.43
Apple Stock (AAPL) 4.5 $18M 62k 289.36
Microsoft Corp Stock (MSFT) 3.6 $14M 38k 373.03
Dell Technologies Inc Cl C Stock (DELL) 3.3 $13M 30k 431.46
Asml Hldg Nv N Y Registry Adr (ASML) 3.2 $13M 6.4k 1989.62
Everus Constr Group Stock (ECG) 3.1 $12M 75k 165.95
Vanguard Total Stock Market Etf Etf (VTI) 2.5 $10M 27k 370.05
Johnson & Johnson Stock (JNJ) 2.5 $9.8M 39k 253.97
Nvidia Corporation Stock (NVDA) 2.5 $9.8M 49k 200.09
Alphabet Inc Cap Stk Cl C Stock (GOOG) 2.3 $9.0M 26k 353.33
Visa Inc Com Cl A Stock (V) 2.1 $8.5M 25k 343.10
Thermo Fisher Scientific Stock (TMO) 2.1 $8.3M 17k 501.37
Markel Group Stock (MKL) 1.9 $7.7M 3.9k 1953.04
Amgen Stock (AMGN) 1.9 $7.7M 21k 362.13
Mdu Res Group Stock (MDU) 1.9 $7.4M 348k 21.21
Merck & Co Stock (MRK) 1.9 $7.4M 57k 128.50
Franco Nev Corp Stock (FNV) 1.8 $7.0M 34k 208.44
Esab Corporation Stock (ESAB) 1.6 $6.5M 66k 98.63
Costco Wholesale Corporation Stock (COST) 1.6 $6.4M 6.9k 935.47
Qualcomm Stock (QCOM) 1.6 $6.4M 34k 184.79
Advanced Micro Devices Stock (AMD) 1.5 $6.2M 11k 580.91
Oneok Stock (OKE) 1.5 $5.9M 68k 86.94
Deere & Co Stock (DE) 1.5 $5.8M 9.1k 634.34
Jpmorgan Chase & Co Stock (JPM) 1.4 $5.7M 18k 327.33
Builders Firstsource Stock (BLDR) 1.4 $5.4M 61k 89.48
Atlanta Braves Hldgs Inc Com Ser A Stock (BATRA) 1.4 $5.4M 97k 56.31
Amentum Holdings Stock (AMTM) 1.3 $5.2M 250k 20.67
Fidelity Natl Finl Stock (FNF) 1.2 $4.7M 101k 47.16
Knife River Corp Stock (KNF) 1.2 $4.7M 56k 83.65
Goldman Sachs Hedge Industry Vip Etf Etf (GVIP) 1.1 $4.6M 24k 188.71
State Street Technology Select Sector Spdr Etf Etf (XLK) 1.1 $4.5M 24k 190.52
Canadian Pacific Kansas City Stock (CP) 1.1 $4.3M 50k 86.68
Mcdonalds Corp Stock (MCD) 1.1 $4.3M 16k 270.32
Amazon Stock (AMZN) 1.0 $4.0M 17k 238.34
Meta Platforms Inc Cl A Stock (META) 1.0 $3.8M 6.8k 563.29
Crowdstrike Hldgs Inc Cl A Stock (CRWD) 1.0 $3.8M 5.0k 763.14
Qxo Stock (QXO) 0.9 $3.7M 216k 17.28
Walmart Stock (WMT) 0.9 $3.6M 32k 113.26
Eli Lilly & Co Stock (LLY) 0.8 $3.1M 2.6k 1199.43
Alibaba Group Hldg Adr (BABA) 0.7 $2.8M 29k 95.98
Dimensional Us Small Cap Value Etf Etf (DFSV) 0.7 $2.6M 67k 38.79
United Rentals Stock (URI) 0.5 $2.2M 1.9k 1132.89
Access Treasury 0-1 Year Etf Etf (GBIL) 0.5 $2.0M 20k 100.16
Vanguard 0-3 Month Treasury Bill Etf Etf (VBIL) 0.5 $1.9M 25k 75.68
Fedex Corp Stock (FDX) 0.5 $1.8M 5.8k 313.13
Nvent Elec Stock (NVT) 0.4 $1.7M 10k 169.61
State Street Spdr S&p 500 Etf Etf (SPY) 0.4 $1.7M 2.2k 746.77
Servicenow Stock (NOW) 0.4 $1.6M 16k 99.28
Marriott Intl Inc New Cl A Stock (MAR) 0.4 $1.6M 4.4k 370.59
Emerson Elec Stock (EMR) 0.4 $1.5M 11k 143.15
Uber Technologies Stock (UBER) 0.4 $1.5M 21k 72.16
Canadian Imperial Bank Of Comm Stock (CM) 0.3 $1.4M 12k 115.00
State Street Industrial Select Sector Spdr Etf Etf (XLI) 0.3 $1.3M 7.2k 185.24
Martin Marietta Matls Stock (MLM) 0.3 $1.3M 2.3k 576.70
Energy Transfer L P Com Ut Ltd Ptn Stock (ET) 0.3 $1.3M 67k 19.12
Netflix Stock (NFLX) 0.3 $1.3M 18k 71.40
Coca Cola Stock (KO) 0.3 $1.3M 16k 81.27
Vanguard Health Care Etf Etf (VHT) 0.3 $1.2M 4.2k 299.02
Invesco S&p 500 Equal Weight Etf Etf (RSP) 0.3 $1.2M 5.5k 212.77
Chevron Corporation Stock (CVX) 0.3 $1.2M 6.9k 165.76
Ishares Msci Brazil Etf Etf (EWZ) 0.3 $1.1M 33k 34.50
Invesco Qqq Trust Series I Etf (QQQ) 0.3 $1.1M 1.5k 736.40
Kraneshares Csi China Internet Etf Etf (KWEB) 0.2 $955k 39k 24.47
Arrow Electrs Stock (ARW) 0.2 $947k 4.4k 213.41
Kkr & Co Stock (KKR) 0.2 $886k 9.7k 91.78
Broadcom Stock (AVGO) 0.2 $850k 2.3k 377.75
Applied Matls Stock (AMAT) 0.2 $788k 1.1k 723.00
Home Depot Stock (HD) 0.2 $734k 2.1k 352.68
Jpmorgan Income Etf Etf (JPIE) 0.2 $706k 15k 46.05
Disney Walt Stock (DIS) 0.2 $678k 7.0k 96.25
Vaneck Gold Miners Etf Etf (GDX) 0.2 $645k 8.5k 75.46
Pepsico Stock (PEP) 0.2 $644k 4.8k 135.40
Exxon Mobil Corp Stock (XOM) 0.2 $643k 4.7k 136.72
State Street Energy Select Sector Spdr Etf Etf (XLE) 0.2 $609k 12k 53.11
Magna Intl Stock (MGA) 0.2 $609k 9.3k 65.66
Boeing Stock (BA) 0.2 $608k 2.8k 216.47
Citigroup Stock (C) 0.2 $600k 4.3k 139.96
Ishares Russell Midcap Etf Etf (IWR) 0.1 $583k 5.3k 110.32
Automatic Data Processing Stock (ADP) 0.1 $560k 2.5k 223.95
Caterpillar Stock (CAT) 0.1 $536k 503.00 1064.90
Vanguard S&p 500 Etf Etf (VOO) 0.1 $523k 762.00 686.81
Nuveen Churchill Direct Lendin Cef (NCDL) 0.1 $469k 38k 12.42
Leidos Holdings Stock (LDOS) 0.1 $465k 4.5k 102.97
General Mtrs Stock (GM) 0.1 $442k 5.7k 77.08
White Mtns Ins Group Stock (WTM) 0.1 $427k 206.00 2073.39
Amplify Cybersecurity Etf Etf (HACK) 0.1 $399k 3.8k 104.93
Cisco Sys Stock (CSCO) 0.1 $394k 3.4k 117.46
Zscaler Stock (ZS) 0.1 $393k 2.8k 141.15
Dt Midstream Stock (DTM) 0.1 $389k 2.7k 146.74
Ishares Msci Emerging Markets Ex China Etf Etf (EMXC) 0.1 $389k 3.8k 102.30
Parker-hannifin Corp Stock (PH) 0.1 $377k 385.00 978.12
Akre Focus Etf Etf (AKRE) 0.1 $355k 6.7k 53.19
Regeneron Pharmaceuticals Stock (REGN) 0.1 $341k 547.00 623.54
International Business Machs Stock (IBM) 0.1 $330k 1.2k 281.21
Tjx Cos Stock (TJX) 0.1 $327k 2.2k 151.50
Enterprise Prods Partners Stock (EPD) 0.1 $302k 8.2k 36.76
Travelers Companies Stock (TRV) 0.1 $283k 856.00 330.12
Elevance Health Inc Formerly A Stock (ELV) 0.1 $280k 725.00 386.73
Norfolk Southn Corp Stock (NSC) 0.1 $267k 850.00 314.59
Lennar Corp Cl A Stock (LEN) 0.1 $249k 2.8k 90.49
Dollar Gen Corp Stock (DG) 0.1 $246k 2.1k 115.11
Thor Inds Stock (THO) 0.1 $239k 3.2k 75.16
Renaissance Ipo Etf Etf (IPO) 0.1 $232k 3.9k 59.42
Lam Research Corp Stock (LRCX) 0.1 $220k 508.00 433.33
State Street Spdr Dow Jones Industrial Average Etf Trust Etf (DIA) 0.1 $219k 420.00 522.39
Ppg Inds Stock (PPG) 0.1 $218k 1.8k 121.29
Nvidia Corp Com Exp 01-21-28@175.000 Option Call Option 0.1 $200k 1.0k 199.94
Corning Corp Com Exp 07-17-26 @170.000 Option Put Option 0.0 $77k 300.00 255.25
Dell Com Exp 07-17-26 @230.000 Option Put Option 0.0 $43k 100.00 431.46
Qualcomm 07-17-26 @175.000 Option Put Option 0.0 $37k 200.00 184.86
Mcdonalds 07-17-26 @285.000 Option Call Option 0.0 $27k 100.00 270.31