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Hudson Value Partners, LLC 13F holdings

Filed 2026-07-10 · Hudson Value Partners, LLC · 113 positions · $398.5M

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TickerCompanySharesValue% of portfolio
GOOGLALPHABET INC CAP STK CL A72.0K$25.7M6.5%
BRK-BBERKSHIRE HATHAWAY INC DEL CL B NEW47.0K$23.5M5.9%
GLWCORNING INC COM78.6K$20.1M5.0%
AAPLAPPLE INC COM61.8K$17.9M4.5%
MSFTMICROSOFT CORP COM38.2K$14.3M3.6%
DELLDELL TECHNOLOGIES INC CL C30.1K$13.0M3.3%
ASMLASML HLDG NV N Y REGISTRY SHS6.4K$12.7M3.2%
ECGEVERUS CONSTR GROUP COM74.5K$12.4M3.1%
VTIVANGUARD TOTAL STOCK MARKET ETF27.1K$10.0M2.5%
JNJJOHNSON & JOHNSON COM38.7K$9.8M2.5%
NVDANVIDIA CORPORATION COM49.0K$9.8M2.5%
GOOGALPHABET INC CAP STK CL C25.5K$9.0M2.3%
VVISA INC COM CL A24.9K$8.5M2.1%
TMOTHERMO FISHER SCIENTIFIC INC COM16.7K$8.3M2.1%
MKLMARKEL GROUP INC COM3.9K$7.7M1.9%
AMGNAMGEN INC COM21.2K$7.7M1.9%
MDUMDU RES GROUP INC COM348.1K$7.4M1.9%
MRKMERCK & CO INC COM57.4K$7.4M1.9%
FNVFRANCO NEV CORP COM33.6K$7.0M1.8%
ESABESAB CORPORATION COM65.7K$6.5M1.6%
COSTCOSTCO WHOLESALE CORPORATION COM6.9K$6.4M1.6%
QCOMQUALCOMM INC COM34.4K$6.4M1.6%
AMDADVANCED MICRO DEVICES INC COM10.6K$6.2M1.5%
OKEEURONEOK INC NEW COM67.8K$5.9M1.5%
DEDEERE & CO COM9.1K$5.8M1.5%
JPMJPMORGAN CHASE & CO COM17.5K$5.7M1.4%
BLDRBUILDERS FIRSTSOURCE INC COM60.9K$5.4M1.4%
BATRAATLANTA BRAVES HLDGS INC COM SER A96.7K$5.4M1.4%
AMTMAMENTUM HOLDINGS INC COM250.2K$5.2M1.3%
FNFFIDELITY NATL FINL INC COM SHS100.5K$4.7M1.2%
KNFKNIFE RIVER CORP COMMON STOCK55.6K$4.7M1.2%
GVIPGOLDMAN SACHS HEDGE INDUSTRY VIP ETF24.2K$4.6M1.1%
XLKSTATE STREET TECHNOLOGY SELECT SECTOR SPDR ETF23.5K$4.5M1.1%
CPCANADIAN PACIFIC KANSAS CITY COM50.0K$4.3M1.1%
MCDMCDONALDS CORP COM15.8K$4.3M1.1%
AMZNAMAZON COM INC COM16.7K$4.0M1.0%
METAMETA PLATFORMS INC CL A6.8K$3.8M1.0%
CRWDCROWDSTRIKE HLDGS INC CL A5.0K$3.8M1.0%
QXOQXO INC COM NEW216.0K$3.7M0.9%
WMTWALMART INC COM31.7K$3.6M0.9%
LLYELI LILLY & CO COM2.6K$3.1M0.8%
BABAALIBABA GROUP HLDG LTD SPONSORED ADS29.3K$2.8M0.7%
DFSVDIMENSIONAL US SMALL CAP VALUE ETF67.4K$2.6M0.7%
URIUNITED RENTALS INC COM1.9K$2.2M0.5%
GBILACCESS TREASURY 0-1 YEAR ETF20.0K$2.0M0.5%
VBILVANGUARD 0-3 MONTH TREASURY BILL ETF24.8K$1.9M0.5%
FDXFEDEX CORP COM5.8K$1.8M0.5%
—NVENT ELEC PLC SHS10.1K$1.7M0.4%
SPYSTATE STREET SPDR S&P 500 ETF2.2K$1.7M0.4%
NOWSERVICENOW INC COM16.4K$1.6M0.4%
MARMARRIOTT INTL INC NEW CL A4.4K$1.6M0.4%
EMREMERSON ELEC CO COM10.8K$1.5M0.4%
UBERUBER TECHNOLOGIES INC COM21.2K$1.5M0.4%
CMCANADIAN IMPERIAL BANK OF COMM COM11.9K$1.4M0.3%
XLISTATE STREET INDUSTRIAL SELECT SECTOR SPDR ETF7.2K$1.3M0.3%
MLMMARTIN MARIETTA MATLS INC COM2.3K$1.3M0.3%
ETENERGY TRANSFER L P COM UT LTD PTN67.3K$1.3M0.3%
NFLXNETFLIX INC. COM17.8K$1.3M0.3%
KOCOCA COLA CO COM15.5K$1.3M0.3%
VHTVANGUARD HEALTH CARE ETF4.2K$1.2M0.3%
Top Fund Holdings
13F
Top Fund Holdings

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13F data from SEC EDGAR. Quotes are delayed and not for trading. Not investment advice.
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