Hudson Value Partners, LLC - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on January 28, 2026, for the 2025 Q4 period, Hudson Value Partners, LLC held in its portfolio 109 assets valued at $335,833,661 (i.e. $335.83M).
The most valuable assets in the portfolio included: ALPHABET INC CAP STK CL A ($23.15M), BERKSHIRE HATHAWAY INC DEL CL B NEW ($22.30M), and APPLE INC COM ($17.55M).
The chart below shows the top 10 valuable assets, and the table below shows the top 109 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
Hudson Value Partners, LLC - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| ALPHABET INC CAP STK CL A | 73812 | 23152216 | Stock |
| BERKSHIRE HATHAWAY INC DEL CL B NEW | 44297 | 22301265 | Stock |
| APPLE INC COM | 64340 | 17548417 | Stock |
| MICROSOFT CORP COM | 31758 | 15444461 | Stock |
| ALPHABET INC CAP STK CL C | 31148 | 9795414 | Stock |
| NVIDIA CORPORATION COM | 47889 | 8939196 | Stock |
| ASML HOLDING N V N Y REGISTRY SHS | 7701 | 8254072 | ADR |
| VISA INC COM CL A | 23164 | 8176547 | Stock |
| CORNING INC COM | 89386 | 7932920 | Stock |
| MARKEL GROUP INC COM | 3517 | 7629889 | Stock |
| VANGUARD TOTAL STOCK MARKET ETF | 22267 | 7472271 | ETF |
| JOHNSON & JOHNSON COM | 36042 | 7457715 | Stock |
| EVERUS CONSTR GROUP COM | 79756 | 6976423 | Stock |
| MDU RES GROUP INC COM | 341046 | 6722546 | Stock |
| FRANCO NEV CORP COM | 32205 | 6702988 | Stock |
| AMGEN INC COM | 20147 | 6618081 | Stock |
| COSTCO WHSL CORP NEW COM | 7407 | 6407739 | Stock |
| THERMO FISHER SCIENTIFIC INC COM | 10623 | 6192201 | Stock |
| MERCK & CO INC COM | 58337 | 6180007 | Stock |
| BUILDERS FIRSTSOURCE INC COM | 59659 | 6153290 | Stock |
| FIDELITY NATIONAL FINANCIAL IN COM SHS | 105468 | 5823546 | Stock |
| QUALCOMM INC COM | 32884 | 5705541 | Stock |
| ESAB CORPORATION COM | 50066 | 5663959 | Stock |
| DELL TECHNOLOGIES INC CL C | 44316 | 5652815 | Stock |
| AMENTUM HOLDINGS INC COM | 187993 | 5504149 | Stock |
| JPMORGAN CHASE & CO. COM | 15046 | 4856172 | Stock |
| AMAZON COM INC COM | 18117 | 4206460 | Stock |
| META PLATFORMS INC CL A | 6205 | 4100207 | Stock |
| MCDONALDS CORP COM | 12909 | 3973508 | Stock |
| DEERE & CO COM | 8359 | 3923946 | Stock |
| KNIFE RIVER CORP COMMON STOCK | 54330 | 3882169 | Stock |
| ATLANTA BRAVES HLDGS INC COM SER A | 90485 | 3854662 | Stock |
| STATE STREET TECHNOLOGY SELECT SECTOR SPDR ETF | 26286 | 3786087 | ETF |
| WALMART INC COM | 33224 | 3709447 | Stock |
| CANADIAN PACIFIC KANSAS CITY COM | 48307 | 3589443 | Stock |
| ALIBABA GROUP HLDG LTD SPONSORED ADS | 23339 | 3437948 | ADR |
| ONEOK INC NEW COM | 41516 | 3063213 | Stock |
| ELI LILLY & CO COM | 2782 | 2998364 | Stock |
| STATE STREET COMMUNICATION SERVICES SELECT SECTOR SPDR ETF | 22921 | 2698310 | ETF |
| GOLDMAN SACHS HEDGE INDUSTRY VIP ETF | 15632 | 2421979 | ETF |
| CROWDSTRIKE HLDGS INC CL A | 4720 | 2233123 | Stock |
| ADVANCED MICRO DEVICES INC COM | 10377 | 2230076 | Stock |
| UBER TECHNOLOGIES INC COM | 26092 | 2139480 | Stock |
| QXO INC COM NEW | 99720 | 2057306 | Stock |
| UNITED RENTALS INC COM | 2158 | 1760533 | Stock |
| NETFLIX INC COM | 18060 | 1693612 | Stock |
| SPDR S&P 500 ETF TRUST | 2235 | 1526254 | ETF |
| MARTIN MARIETTA MATLS INC COM | 2350 | 1482523 | Stock |
| EMERSON ELEC CO COM | 10865 | 1460931 | Stock |
| MARRIOTT INTL INC NEW CL A | 4425 | 1383080 | Stock |
| CHART INDS INC COM | 6690 | 1380164 | Stock |
| VANGUARD RUSSELL 2000 ETF | 13722 | 1365693 | ETF |
| ABBOTT LABS COM | 10789 | 1356568 | Stock |
| COCA COLA CO COM | 18191 | 1273795 | Stock |
| FEDEX CORP COM | 4381 | 1270236 | Stock |
| DANAHER CORPORATION COM | 5288 | 1216677 | Stock |
| VANECK GOLD MINERS ETF | 14108 | 1210151 | ETF |
| NVENT ELECTRIC PLC SHS | 11675 | 1199782 | Stock |
| CANADIAN IMPERIAL BANK OF COMM COM | 12582 | 1140055 | Stock |
| ISHARES MSCI BRAZIL ETF | 35745 | 1135676 | ETF |
| HOME DEPOT INC COM | 3282 | 1133771 | Stock |
| KRANESHARES CSI CHINA INTERNET ETF | 31511 | 1073826 | ETF |
| ENERGY TRANSFER L P COM UT LTD PTN | 64775 | 1071254 | Stock |
| STATE STREET INDUSTRIAL SELECT SECTOR SPDR ETF | 6800 | 1054924 | ETF |
| SERVICENOW INC COM | 6775 | 1044674 | Stock |
| DISNEY WALT CO COM | 8894 | 1017928 | Stock |
| KKR & CO INC COM | 7835 | 1006966 | Stock |
| ISHARES U.S. BROKER-DEALERS & SECURITIES EXCHANGES ETF | 5416 | 971539 | ETF |
| INVESCO QQQ TRUST SERIES I | 1508 | 929656 | ETF |
| AUTOMATIC DATA PROCESSING INC COM | 3050 | 791567 | Stock |
| BROADCOM INC COM | 2250 | 787163 | Stock |
| EXXON MOBIL CORP COM | 6425 | 776613 | Stock |
| INVESCO S&P 500 EQUAL WEIGHT ETF | 3609 | 694888 | ETF |
| PEPSICO INC COM | 4820 | 694022 | Stock |
| NVIDIA CORPORATION COM | 3500 | 652872 | CALL |
| BOEING CO COM | 2820 | 614549 | Stock |
| BITWISE BITCOIN ETF TRUST | 12754 | 606619 | ETF |
| ZSCALER INC COM | 2412 | 548162 | Stock |
| DUKE ENERGY CORP NEW COM NEW | 4625 | 544270 | Stock |
| CHEVRON CORP NEW COM | 3565 | 543198 | Stock |
| STATE STREET ENERGY SELECT SECTOR SPDR ETF | 11670 | 523036 | ETF |
| ISHARES RUSSELL MIDCAP ETF | 5280 | 513533 | ETF |
| NUVEEN CHURCHILL DIRECT LENDIN COM SHS | 37720 | 503185 | CEF |
| VANGUARD S&P 500 ETF | 796 | 502234 | ETF |
| REGENERON PHARMACEUTICALS COM | 647 | 499400 | Stock |
| TESLA INC COM | 1077 | 486073 | Stock |
| AIRBNB INC COM CL A | 3237 | 439326 | Stock |
| WHITE MTNS INS GROUP LTD COM | 206 | 428192 | Stock |
| PARKER-HANNIFIN CORP COM | 445 | 395525 | Stock |
| PROCTER AND GAMBLE CO COM | 2634 | 379383 | Stock |
| JPMORGAN INCOME ETF | 7928 | 367260 | ETF |
| INTERNATIONAL BUSINESS MACHS COM | 1225 | 366215 | Stock |
| TJX COS INC NEW COM | 2160 | 335271 | Stock |
| DT MIDSTREAM INC COMMON STOCK | 2651 | 319282 | Stock |
| AMPLIFY CYBERSECURITY ETF | 3800 | 308718 | ETF |
| ENTERPRISE PRODS PARTNERS L P COM | 9433 | 302624 | Stock |
| CATERPILLAR INC COM | 505 | 291559 | Stock |
| APPLIED MATLS INC COM | 1120 | 291166 | Stock |
| SPDR GOLD SHARES | 700 | 277933 | ETF |
| ISHARES MSCI EMERGING MARKETS EX CHINA ETF | 3800 | 276355 | ETF |
| CISCO SYS INC COM | 3333 | 257319 | Stock |
| TRAVELERS COMPANIES INC COM | 856 | 248291 | Stock |
| NORFOLK SOUTHN CORP COM | 850 | 245412 | Stock |
| PPG INDS INC COM | 2282 | 236598 | Stock |
| CITIGROUP INC COM NEW | 1980 | 231046 | Stock |
| F&G ANNUITIES & LIFE INC COM | 6823 | 210490 | STOCK |
| METLIFE INC COM | 2600 | 206672 | Stock |
| IDEXX LABS INC COM | 300 | 204696 | Stock |
| SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST | 420 | 203108 | ETF |