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Livermore
Livermore
ZHEN

Hudson Value Partners, LLC

SEC CIK
0001840501
Latest filing
Jul 10, 2026

Holdings in Q2 2023

Holdings as of Jun 30, 2023, filed Aug 2, 2023. Long positions only; changes compare share counts with Q1 2023.

Institution overview
Positions
105
0 vs. Q1 2023
Portfolio value
$195.7M
+$19.9M (+11.3%) vs. Q1 2023
Filed
Aug 2, 2023
SEC
Holdings of Hudson Value Partners, LLC in Q2 2023
SecurityClassSharesValue% of portfolioShare changeActionHistory
BRK.BBerkshire Hathaway IncStock38,651$13.2M6.7%+1,971+5.4%AddedHistory
AAPLApple Inc.Stock63,896$12.4M6.3%+3,894+6.5%AddedHistory
MSFTMicrosoft CorpStock23,199$7.90M4.0%+879+3.9%AddedHistory
BLDRBuilders FirstSource, Inc.Stock57,513$7.82M4.0%−2,575−4.3%ReducedHistory
GOOGLAlphabet Inc.Stock52,612$6.30M3.2%+831+1.6%AddedHistory
JNJJohnson & JohnsonStock36,146$5.98M3.1%+1,345+3.9%AddedHistory
ABBNYABB LtdSPONSORED ADR135,203$5.30M2.7%+3,236+2.5%AddedHistory
MRKMerck & Co., Inc.Stock42,344$4.88M2.5%+1,248+3.0%AddedHistory
VVisa Inc.Stock19,318$4.58M2.3%+892+4.8%AddedHistory
COSTCostco Wholesale CorpStock7,441$4.01M2.0%+124+1.7%AddedHistory
ESABESAB CorpCOM60,025$3.99M2.0%+1,743+3.0%AddedHistory
GOOGAlphabet Inc.Stock32,900$3.98M2.0%−680−2.0%ReducedHistory
QCOMQualcomm IncStock33,337$3.97M2.0%+237+0.7%AddedHistory
CVXChevron CorpStock24,534$3.86M2.0%+776+3.3%AddedHistory
ZBRAZebra Technologies CorpCL A13,060$3.86M2.0%+497+4.0%AddedHistory
APDAir Products & Chemicals, Inc.Stock11,995$3.59M1.8%+581+5.1%AddedHistory
JXNJackson Financial Inc.COM CL A114,790$3.51M1.8%+2,235+2.0%AddedHistory
AMZNAmazon Com IncStock25,735$3.35M1.7%+1,405+5.8%AddedHistory
GLWCorning IncCOM93,504$3.28M1.7%+3,213+3.6%AddedHistory
MKLMarkel Group Inc.COM2,322$3.21M1.6%+1,952+527.6%AddedHistory
Vanguard Morningstar Total Stock Market ETF922908769ETF14,361$3.16M1.6%+1,845+14.7%Added–
DEDeere & CoStock7,792$3.16M1.6%+675+9.5%AddedHistory
HDHome Depot, Inc.Stock9,534$2.96M1.5%+61+0.6%AddedHistory
CECelanese CorpStock23,325$2.70M1.4%+14,727+171.3%AddedHistory
CVSCVS Health CorpStock37,453$2.59M1.3%−2,654−6.6%ReducedHistory
AZTAAzenta, Inc.COM54,688$2.55M1.3%+1,880+3.6%AddedHistory
FEFirstenergy CorpCOM65,114$2.53M1.3%+2,668+4.3%AddedHistory
WMTWalmart Inc.Stock15,001$2.36M1.2%−469−3.0%ReducedHistory
SSNCSS&C Technologies Holdings IncCOM38,116$2.31M1.2%+6,928+22.2%AddedHistory
FNFFidelity National Financial, Inc.COM SHS62,215$2.24M1.1%+7,410+13.5%AddedHistory
CMECME Group Inc.COM11,509$2.13M1.1%+644+5.9%AddedHistory
MDUMdu Resources Group IncStock100,456$2.10M1.1%+100,456NewHistory
JPMJPMorgan Chase & CoStock14,188$2.06M1.1%−10,275−42.0%ReducedHistory
DLTRDollar Tree, Inc.COM13,590$1.95M1.0%+450+3.4%AddedHistory
MKSIMKS IncCOM15,795$1.71M0.9%+3,795+31.6%AddedHistory
LHXL3HARRIS Technologies, Inc.Stock8,195$1.60M0.8%+177+2.2%AddedHistory
NVDANVIDIA CorpStock3,587$1.52M0.8%+1,226+51.9%AddedHistory
MCDMcDonalds CorpStock5,010$1.49M0.8%+178+3.7%AddedHistory
MLMMartin Marietta Materials IncCOM3,131$1.44M0.7%−300−8.7%ReducedHistory
DISWalt Disney CoStock16,174$1.44M0.7%+142+0.9%AddedHistory
URIUnited Rentals, Inc.COM3,190$1.42M0.7%+135+4.4%AddedHistory
PEPPepsiCo IncStock7,439$1.38M0.7%−225−2.9%ReducedHistory
AMDAdvanced Micro Devices IncStock11,800$1.34M0.7%−2,630−18.2%ReducedHistory
State Street Technology Select Sector SPDR ETF81369Y803ETF7,731$1.34M0.7%+1,480+23.7%Added–
NFLXNetflix IncStock2,991$1.32M0.7%−403−11.9%ReducedHistory
UBERUber Technologies, IncStock29,650$1.28M0.7%−1,025−3.3%ReducedHistory
KOCoca Cola CoStock21,156$1.27M0.7%00.0%UnchangedHistory
LNGCheniere Energy, Inc.COM NEW7,967$1.21M0.6%+609+8.3%AddedHistory
FDXFedEx CorpStock4,801$1.19M0.6%−75−1.5%ReducedHistory
Vanguard Health Care ETF92204A504ETF4,829$1.18M0.6%+507+11.7%Added–
ABTAbbott LaboratoriesStock10,574$1.15M0.6%+350+3.4%AddedHistory
SPYSPDR S&P 500 ETF TrustETF2,601$1.15M0.6%−81−3.0%ReducedHistory
WDAYWorkday, Inc.CL A5,045$1.14M0.6%−200−3.8%ReducedHistory
BKNGBooking Holdings Inc.Stock419$1.13M0.6%−5−1.2%ReducedHistory
BABoeing CoStock5,095$1.08M0.6%−480−8.6%ReducedHistory
DHRDanaher CorpStock4,355$1.04M0.5%+640+17.2%AddedHistory
Capitol Ser Tr14064D550FAIRLEAD TACTICA43,884$1.04M0.5%+9,094+26.1%Added–
MARMarriott International IncStock5,650$1.04M0.5%00.0%UnchangedHistory
CPCanadian Pacific Kansas City LtdCOM11,614$937.1K0.5%+1,114+10.6%AddedHistory
DALDelta Air Lines, Inc.COM NEW19,685$933.4K0.5%00.0%UnchangedHistory
NXPINXP Semiconductors N.V.COM4,290$878.1K0.4%00.0%UnchangedHistory
KNFKnife River CorpStock19,180$834.3K0.4%+19,180NewHistory
Vanguard Morningstar Small-Cap Value ETF922908611ETF4,353$718.9K0.4%+1,879+75.9%Added–
J P Morgan Exchange Traded F46641Q654ULTRA SHT MUNCPL14,000$709.1K0.4%−3,500−20.0%Reduced–
LLYEli Lilly & CoStock1,475$691.7K0.4%−160−9.8%ReducedHistory
Invesco Exchange Traded FD T46137V357S&P500 EQL WGT4,570$683.9K0.3%00.0%Unchanged–
State Street Energy Select Sector SPDR ETF81369Y506ETF8,420$682.7K0.3%+808+10.6%Added–
PFEPfizer IncStock17,834$653.6K0.3%−103−0.6%ReducedHistory
Vanguard S&P 500 ETF922908363ETF1,547$630.1K0.3%+393+34.1%Added–
CMCSAComcast CorpStock14,503$602.6K0.3%00.0%UnchangedHistory
ADPAutomatic Data Processing IncStock2,500$549.5K0.3%00.0%UnchangedHistory
XOMExxonMobil Holdings CorpCOM5,025$538.6K0.3%+450+9.8%AddedHistory
Flexshares Tr33939L407MORNSTAR UPSTR13,156$525.8K0.3%+6,877+109.5%Added–
EPDEnterprise Products Partners L.P.Stock18,724$493.4K0.3%00.0%UnchangedHistory
NOCNorthrop Grumman CorpStock1,075$490.0K0.3%00.0%UnchangedHistory
PYPLPayPal Holdings, Inc.Stock7,005$467.4K0.2%−7,194−50.7%ReducedHistory
PPGPPG Industries IncStock3,014$447.0K0.2%00.0%UnchangedHistory
Invesco QQQ Trust Series I46090E103ETF1,209$446.6K0.2%+440+57.2%Added–
ZSZscaler, Inc.Stock2,810$409.4K0.2%00.0%UnchangedHistory
Goldman Sachs ETF Tr381430529ACCES TREASURY4,050$405.3K0.2%00.0%Unchanged–
BIPBrookfield Infrastructure Partners L.P.LP INT UNIT10,194$372.1K0.2%+2,807+38.0%AddedHistory
State Street Industrial Select Sector SPDR ETF81369Y704ETF3,391$362.7K0.2%+3,391New–
iShares Inc464286749MSCI SWITZERLAND7,715$354.6K0.2%+7,715New–
AMGNAmgen IncStock1,595$353.8K0.2%−46−2.8%ReducedHistory
CCICrown Castle Inc.REIT3,055$348.2K0.2%−425−12.2%ReducedHistory
CRWDCrowdStrike Holdings, Inc.Stock2,375$346.8K0.2%−17−0.7%ReducedHistory
GHGuardant Health, Inc.COM9,675$346.4K0.2%−2,575−21.0%ReducedHistory
Renaissance Cap Greenwich FD759937204IPO ETF10,460$341.2K0.2%00.0%Unchanged–
LMTLockheed Martin CorpStock722$332.4K0.2%00.0%UnchangedHistory
WTMWhite Mountains Insurance Group LtdCOM229$318.1K0.2%+4+1.8%AddedHistory
Vanguard Morningstar Mid-Cap ETF922908629ETF1,422$313.1K0.2%00.0%Unchanged–
AVGOBroadcom Inc.Stock354$307.1K0.2%+354NewHistory
STWDStarwood Property Trust, Inc.COM15,225$293.9K0.2%+100+0.7%AddedHistory
Vanguard Dividend Appreciation ETF921908844ETF1,775$288.3K0.1%−22−1.2%Reduced–
VZVerizon Communications IncStock7,645$284.3K0.1%+225+3.0%AddedHistory
BALLBALL CorpCOM4,870$283.5K0.1%−1,200−19.8%ReducedHistory
UNHUnitedHealth Group IncStock545$261.9K0.1%+545NewHistory
HONHoneywell International IncCOM1,250$259.4K0.1%+1,250NewHistory
SLBSLB LimitedStock5,042$247.7K0.1%+5,042NewHistory
METAMeta Platforms, Inc.Stock818$234.8K0.1%+818NewHistory

Sold out since Q1 2023 (11)

Positions held at the end of Q1 2023 that are gone from this filing.

Positions of Hudson Value Partners, LLC sold out since Q1 2023
SecurityClassShares in Q1 2023Value in Q1 2023% of portfolio in Q1 2023History
EXCExelon CorpStock51,352$2.15M1.2%History
TSNTyson Foods, Inc.Stock34,262$2.03M1.2%History
RIORio Tinto PLCADR19,914$1.37M0.8%History
BHPBHP Group LtdADR11,760$745.7K0.4%History
State Street Financial Select Sector SPDR ETF81369Y605ETF16,622$534.4K0.3%–
NSCNorfolk Southern CorpStock1,425$302.1K0.2%History
iShares Inc464286426MSCI EM ASIA ETF4,447$295.5K0.2%–
TGTTarget CorpStock1,524$252.4K0.1%History
KKRKKR & Co. Inc.COM4,015$210.9K0.1%History
SBACSba Communications CorpCL A797$208.1K0.1%History
OLEDUniversal Display CorpCOM1,310$203.2K0.1%History