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Livermore
Livermore
ZHEN

Hudson Value Partners, LLC

SEC CIK
0001840501
Latest filing
Jul 10, 2026

Holdings in Q4 2021

Holdings as of Dec 31, 2021, filed Jan 19, 2022. Long positions only; changes compare share counts with Q3 2021.

Institution overview
Positions
115
+4 vs. Q3 2021
Portfolio value
$206.2M
+$24.5M (+13.5%) vs. Q3 2021
Filed
Jan 19, 2022
SEC
Holdings of Hudson Value Partners, LLC in Q4 2021
SecurityClassSharesValue% of portfolioShare changeActionHistory
BRK.BBerkshire Hathaway IncStock33,195$9.93M4.8%+414+1.3%AddedHistory
AAPLApple Inc.Stock49,061$8.71M4.2%−2,082−4.1%ReducedHistory
MSFTMicrosoft CorpStock21,770$7.32M3.6%+245+1.1%AddedHistory
GOOGLAlphabet Inc.Stock2,436$7.06M3.4%−10.0%ReducedHistory
ZBRAZebra Technologies CorpCL A11,380$6.77M3.3%+82+0.7%AddedHistory
AZTAAzenta, Inc.COM61,013$6.29M3.1%−2,758−4.3%ReducedHistory
QCOMQualcomm IncStock33,188$6.07M2.9%−175−0.5%ReducedHistory
BLDRBuilders FirstSource, Inc.Stock68,485$5.86M2.8%+35+0.1%AddedHistory
JXNJackson Financial Inc.COM CL A121,570$5.08M2.5%+121,570NewHistory
ABBNYABB LtdSPONSORED ADR128,654$4.91M2.4%+1,658+1.3%AddedHistory
GOOGAlphabet Inc.Stock1,589$4.60M2.2%−10−0.6%ReducedHistory
JNJJohnson & JohnsonStock26,887$4.60M2.2%+2,891+12.0%AddedHistory
COSTCostco Wholesale CorpStock7,537$4.28M2.1%−15−0.2%ReducedHistory
FNFFidelity National Financial, Inc.COM SHS74,943$3.91M1.9%+1,446+2.0%AddedHistory
VVisa Inc.Stock17,436$3.78M1.8%+466+2.7%AddedHistory
JPMJPMorgan Chase & CoStock23,538$3.73M1.8%−705−2.9%ReducedHistory
AMZNAmazon Com IncStock1,097$3.66M1.8%+18+1.7%AddedHistory
APDAir Products & Chemicals, Inc.Stock11,248$3.42M1.7%+207+1.9%AddedHistory
TSNTyson Foods, Inc.Stock37,855$3.30M1.6%+485+1.3%AddedHistory
HDHome Depot, Inc.Stock7,916$3.29M1.6%−29−0.4%ReducedHistory
AESAES CorpStock133,393$3.24M1.6%+3,518+2.7%AddedHistory
LHXL3HARRIS Technologies, Inc.Stock14,672$3.13M1.5%−168−1.1%ReducedHistory
FEFirstenergy CorpCOM75,085$3.12M1.5%+4,604+6.5%AddedHistory
GLWCorning IncCOM83,819$3.12M1.5%+2,150+2.6%AddedHistory
CVSCVS Health CorpStock29,011$2.99M1.5%+233+0.8%AddedHistory
Vanguard Morningstar Total Stock Market ETF922908769ETF12,104$2.92M1.4%+546+4.7%Added–
CMECME Group Inc.COM12,572$2.87M1.4%+852+7.3%AddedHistory
AMDAdvanced Micro Devices IncStock17,250$2.48M1.2%+266+1.6%AddedHistory
DISWalt Disney CoStock15,949$2.47M1.2%+550+3.6%AddedHistory
MRKMerck & Co., Inc.Stock30,903$2.37M1.1%+3,163+11.4%AddedHistory
WMTWalmart Inc.Stock16,035$2.32M1.1%00.0%UnchangedHistory
SBUXStarbucks CorpStock18,882$2.21M1.1%−1,970−9.4%ReducedHistory
SSNCSS&C Technologies Holdings IncCOM25,995$2.13M1.0%+1,370+5.6%AddedHistory
CVXChevron CorpStock17,642$2.07M1.0%00.0%UnchangedHistory
MLMMartin Marietta Materials IncCOM4,535$2.00M1.0%+10+0.2%AddedHistory
MDTMedtronic plcStock16,752$1.73M0.8%+497+3.1%AddedHistory
PEPPepsiCo IncStock9,594$1.67M0.8%+100+1.1%AddedHistory
KOCoca Cola CoStock27,957$1.65M0.8%00.0%UnchangedHistory
RIORio Tinto PLCADR24,249$1.62M0.8%+2,677+12.4%AddedHistory
MKSIMKS IncCOM9,280$1.62M0.8%+9,280NewHistory
MCDMcDonalds CorpStock5,473$1.47M0.7%00.0%UnchangedHistory
BALLBALL CorpCOM14,945$1.44M0.7%+100+0.7%AddedHistory
EWEdwards Lifesciences CorpStock11,005$1.43M0.7%00.0%UnchangedHistory
WDAYWorkday, Inc.CL A5,205$1.42M0.7%−40−0.8%ReducedHistory
BABoeing CoStock6,931$1.40M0.7%+133+2.0%AddedHistory
SBACSba Communications CorpCL A3,497$1.36M0.7%−76−2.1%ReducedHistory
Vanguard Health Care ETF92204A504ETF5,082$1.35M0.7%+150+3.0%Added–
ABTAbbott LaboratoriesStock9,529$1.34M0.7%00.0%UnchangedHistory
NFLXNetflix IncStock2,206$1.33M0.6%−50−2.2%ReducedHistory
State Street Technology Select Sector SPDR ETF81369Y803ETF7,625$1.33M0.6%+115+1.5%Added–
FDXFedEx CorpStock4,962$1.28M0.6%+60+1.2%AddedHistory
Invesco Exchange Traded FD T46137V779BLDG CONSTR ETF22,717$1.24M0.6%−131−0.6%Reduced–
ZBHZimmer Biomet Holdings, Inc.Stock9,680$1.23M0.6%+2,670+38.1%AddedHistory
MCMoelis & CoCL A18,570$1.16M0.6%−200−1.1%ReducedHistory
PFEPfizer IncStock19,481$1.15M0.6%00.0%UnchangedHistory
DOWDow Inc.Stock19,864$1.13M0.5%−6,185−23.7%ReducedHistory
J P Morgan Exchange Traded F46641Q654ULTRA SHT MUNCPL20,940$1.07M0.5%00.0%Unchanged–
NXPINXP Semiconductors N.V.COM4,390$1.00M0.5%00.0%UnchangedHistory
CMCSAComcast CorpStock19,553$984.0K0.5%−297−1.5%ReducedHistory
MARMarriott International IncStock5,825$963.0K0.5%00.0%UnchangedHistory
URIUnited Rentals, Inc.COM2,865$952.0K0.5%00.0%UnchangedHistory
GHGuardant Health, Inc.COM9,290$929.0K0.5%−930−9.1%ReducedHistory
Renaissance Cap Greenwich FD759937204IPO ETF15,531$899.0K0.4%+384+2.5%Added–
ARK ETF Tr00214Q302GENOMIC REV ETF14,605$894.0K0.4%+1,520+11.6%Added–
SPYSPDR S&P 500 ETF TrustETF1,770$841.0K0.4%+125+7.6%AddedHistory
HONHoneywell International IncCOM3,878$809.0K0.4%00.0%UnchangedHistory
PYPLPayPal Holdings, Inc.Stock4,136$780.0K0.4%+235+6.0%AddedHistory
SWKStanley Black & Decker, Inc.COM4,117$776.0K0.4%−75−1.8%ReducedHistory
CCICrown Castle Inc.REIT3,700$772.0K0.4%−150−3.9%ReducedHistory
DALDelta Air Lines, Inc.COM NEW19,385$758.0K0.4%−100−0.5%ReducedHistory
PGProcter & Gamble CoStock4,633$757.0K0.4%−55−1.2%ReducedHistory
ZSZscaler, Inc.Stock2,235$718.0K0.3%+60+2.8%AddedHistory
Invesco Exchange Traded FD T46137V357S&P500 EQL WGT4,360$710.0K0.3%+115+2.7%Added–
VZVerizon Communications IncStock13,477$700.0K0.3%−4,375−24.5%ReducedHistory
DOCUDocuSign, Inc.Stock4,060$618.0K0.3%+50+1.2%AddedHistory
State Street Financial Select Sector SPDR ETF81369Y605ETF15,382$601.0K0.3%+15,382New–
Vanguard S&P 500 ETF922908363ETF1,345$587.0K0.3%00.0%Unchanged–
ALLAllstate CorpStock4,963$584.0K0.3%00.0%UnchangedHistory
DTMDT Midstream, Inc.COMMON STOCK11,856$569.0K0.3%+11,856NewHistory
LLYEli Lilly & CoStock1,934$534.0K0.3%+300+18.4%AddedHistory
Goldman Sachs ETF Tr381430529ACCES TREASURY5,250$525.0K0.3%00.0%Unchanged–
PPGPPG Industries IncStock3,014$520.0K0.3%00.0%UnchangedHistory
SONOSonos IncCOM16,650$496.0K0.2%+16,650NewHistory
UBERUber Technologies, IncStock11,625$488.0K0.2%+11,625NewHistory
MKLMarkel Group Inc.COM395$487.0K0.2%00.0%UnchangedHistory
TGTTarget CorpStock2,009$465.0K0.2%00.0%UnchangedHistory
First Tr Exchange-Traded FD33734X846NASDAQ CYB ETF8,384$443.0K0.2%+152+1.8%Added–
State Street Energy Select Sector SPDR ETF81369Y506ETF7,865$436.0K0.2%+450+6.1%Added–
NSCNorfolk Southern CorpStock1,425$424.0K0.2%00.0%UnchangedHistory
NOCNorthrop Grumman CorpStock1,075$416.0K0.2%00.0%UnchangedHistory
EPDEnterprise Products Partners L.P.Stock18,724$411.0K0.2%00.0%UnchangedHistory
Vanguard Morningstar Mid-Cap ETF922908629ETF1,506$384.0K0.2%+125+9.1%Added–
SEISolaris Energy Infrastructure, Inc.COM CL A56,345$369.0K0.2%−5,875−9.4%ReducedHistory
OLEDUniversal Display CorpCOM2,120$350.0K0.2%−1,150−35.2%ReducedHistory
FSSFederal Signal CorpCOM7,810$338.0K0.2%+75+1.0%AddedHistory
BACBank of America CorpStock7,537$335.0K0.2%00.0%UnchangedHistory
ZGZillow Group, Inc.CL A5,350$333.0K0.2%−575−9.7%ReducedHistory
NEENextera Energy IncStock3,500$327.0K0.2%00.0%UnchangedHistory
BXMTBlackstone Mortgage Trust, Inc.COM CL A10,635$326.0K0.2%−170−1.6%ReducedHistory
Invesco QQQ Trust Series I46090E103ETF810$322.0K0.2%+95+13.3%Added–

Sold out since Q3 2021 (5)

Positions held at the end of Q3 2021 that are gone from this filing.

Positions of Hudson Value Partners, LLC sold out since Q3 2021
SecurityClassShares in Q3 2021Value in Q3 2021% of portfolio in Q3 2021History
CPLGCorePoint Lodging Inc.COM110,442$1.71M0.9%History
SHWSherwin Williams CoCOM3,840$1.07M0.6%History
SDGRSchrodinger, Inc.COM14,335$784.0K0.4%History
iShares Inc464286749MSCI SWITZERLAND11,125$518.0K0.3%–
AMATApplied Materials IncStock1,640$211.0K0.1%History