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.
Top Valuable Stocks in Hudson Value Partners, LLC Portfolio
ALPHABET INC CAP STK CL A
BERKSHIRE HATHAWAY INC DEL CL B NEW
APPLE INC COM
MICROSOFT CORP COM
ALPHABET INC CAP STK CL C
NVIDIA CORPORATION COM
ASML HOLDING N V N Y REGISTRY SHS
VISA INC COM CL A
CORNING INC COM
MARKEL GROUP INC COM
Hudson Value Partners, LLC - Stock Holdings in 13F Filings (SEC)
Items per page:
0 of 0
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