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Livermore
Livermore
ZHEN

Hudson Value Partners, LLC

SEC CIK
0001840501
Latest filing
Jul 10, 2026

Holdings in Q2 2024

Holdings as of Jun 30, 2024, filed Jul 29, 2024. Long positions only; changes compare share counts with Q1 2024.

Institution overview
Positions
91
−3 vs. Q1 2024
Portfolio value
$236.5M
+$1.13M (+0.5%) vs. Q1 2024
Filed
Jul 29, 2024
SEC
Holdings of Hudson Value Partners, LLC in Q2 2024
SecurityClassSharesValue% of portfolioShare changeActionHistory
BRK.BBerkshire Hathaway IncStock38,881$15.8M6.7%−522−1.3%ReducedHistory
AAPLApple Inc.Stock67,469$14.2M6.0%+4,012+6.3%AddedHistory
MSFTMicrosoft CorpStock27,128$12.1M5.1%+2,165+8.7%AddedHistory
GOOGLAlphabet Inc.Stock56,099$10.2M4.3%−364−0.6%ReducedHistory
BLDRBuilders FirstSource, Inc.Stock57,439$7.95M3.4%+1,785+3.2%AddedHistory
COSTCostco Wholesale CorpStock7,478$6.36M2.7%−31−0.4%ReducedHistory
QCOMQualcomm IncStock31,882$6.35M2.7%+456+1.5%AddedHistory
GOOGAlphabet Inc.Stock32,480$5.96M2.5%−750−2.3%ReducedHistory
DHRDanaher CorpStock23,128$5.78M2.4%+219+1.0%AddedHistory
CVXChevron CorpStock36,679$5.74M2.4%+285+0.8%AddedHistory
JNJJohnson & JohnsonStock39,164$5.72M2.4%−224−0.6%ReducedHistory
MRKMerck & Co., Inc.Stock44,261$5.48M2.3%−175−0.4%ReducedHistory
VVisa Inc.Stock20,641$5.42M2.3%−88−0.4%ReducedHistory
MDUMdu Resources Group IncStock205,523$5.16M2.2%−5,285−2.5%ReducedHistory
AMGNAmgen IncStock14,799$4.62M2.0%+189+1.3%AddedHistory
ZBRAZebra Technologies CorpCL A14,961$4.62M2.0%+677+4.7%AddedHistory
MKLMarkel Group Inc.COM2,872$4.53M1.9%−52−1.8%ReducedHistory
FNFFidelity National Financial, Inc.COM SHS91,309$4.51M1.9%+2,561+2.9%AddedHistory
CPCanadian Pacific Kansas City LtdCOM54,537$4.29M1.8%+570+1.1%AddedHistory
NVDANVIDIA CorpStock34,675$4.28M1.8%−1,985−5.4%ReducedConverted for a 10-for-1 splitHistory
ESABESAB CorpCOM44,422$4.19M1.8%−1,398−3.1%ReducedHistory
GLWCorning IncCOM106,853$4.15M1.8%+1,168+1.1%AddedHistory
KNFKnife River CorpStock50,894$3.57M1.5%+2,572+5.3%AddedHistory
FNVFranco Nevada CorpStock29,950$3.55M1.5%+3,570+13.5%AddedHistory
Vanguard Morningstar Total Stock Market ETF922908769ETF12,765$3.41M1.4%−1,435−10.1%Reduced–
MCDMcDonalds CorpStock13,355$3.40M1.4%+456+3.5%AddedHistory
AMZNAmazon Com IncStock17,146$3.31M1.4%−520−2.9%ReducedHistory
HDHome Depot, Inc.Stock9,325$3.21M1.4%−211−2.2%ReducedHistory
JPMJPMorgan Chase & CoStock14,956$3.03M1.3%−1,513−9.2%ReducedHistory
WMTWalmart Inc.Stock42,890$2.90M1.2%−475−1.1%ReducedHistory
AZTAAzenta, Inc.COM54,061$2.84M1.2%+1,214+2.3%AddedHistory
MKSIMKS IncCOM21,732$2.84M1.2%+5,825+36.6%AddedHistory
State Street Technology Select Sector SPDR ETF81369Y803ETF10,447$2.36M1.0%+451+4.5%Added–
Paramount Global92556H206CL B226,658$2.35M1.0%+226,658New–
DEDeere & CoStock5,893$2.20M0.9%−2,257−27.7%ReducedHistory
LNGCheniere Energy, Inc.COM NEW11,776$2.06M0.9%−8,057−40.6%ReducedHistory
AMDAdvanced Micro Devices IncStock12,475$2.02M0.9%−1,972−13.6%ReducedHistory
FDXFedEx CorpStock5,770$1.73M0.7%+1,029+21.7%AddedHistory
DISWalt Disney CoStock16,499$1.64M0.7%+60+0.4%AddedHistory
CRWDCrowdStrike Holdings, Inc.Stock4,265$1.63M0.7%−13−0.3%ReducedHistory
NFLXNetflix IncStock2,421$1.63M0.7%−255−9.5%ReducedHistory
UBERUber Technologies, IncStock22,475$1.63M0.7%−65−0.3%ReducedHistory
URIUnited Rentals, Inc.COM2,453$1.59M0.7%+95+4.0%AddedHistory
MLMMartin Marietta Materials IncCOM2,820$1.53M0.6%−5−0.2%ReducedHistory
BKNGBooking Holdings Inc.Stock366$1.45M0.6%−25−6.4%ReducedHistory
KOCoca Cola CoStock20,881$1.33M0.6%−275−1.3%ReducedHistory
Vanguard Health Care ETF92204A504ETF4,970$1.32M0.6%+207+4.3%Added–
EMREmerson Electric CoStock11,820$1.30M0.6%00.0%UnchangedHistory
SPYSPDR S&P 500 ETF TrustETF2,315$1.26M0.5%−25−1.1%ReducedHistory
LLYEli Lilly & CoStock1,387$1.26M0.5%−28−2.0%ReducedHistory
MARMarriott International IncStock5,175$1.25M0.5%00.0%UnchangedHistory
Goldman Sachs ETF Tr381430545HEDGE IND ETF11,235$1.24M0.5%+519+4.8%Added–
LHXL3HARRIS Technologies, Inc.Stock5,450$1.22M0.5%00.0%UnchangedHistory
ABTAbbott LaboratoriesStock11,324$1.18M0.5%+750+7.1%AddedHistory
SPDR Series Trust78468R556SP O&G EXPL PRO8,010$1.17M0.5%+8,010New–
NOWServiceNow, Inc.Stock1,455$1.14M0.5%+1,455NewHistory
VanEck Morningstar Wide Moat ETF92189F643ETF12,801$1.11M0.5%+819+6.8%Added–
Vanguard Morningstar Small-Cap Value ETF922908611ETF6,036$1.10M0.5%+349+6.1%Added–
DXCMDexcom IncCOM9,560$1.08M0.5%00.0%UnchangedHistory
NVTnVent Electric plcSHS14,010$1.07M0.5%+14,010NewHistory
PEPPepsiCo IncStock6,075$1.00M0.4%−150−2.4%ReducedHistory
Vanguard S&P 500 ETF922908363ETF1,637$818.7K0.3%−23−1.4%Reduced–
Invesco QQQ Trust Series I46090E103ETF1,706$817.4K0.3%+87+5.4%Added–
BABoeing CoStock4,335$789.0K0.3%−325−7.0%ReducedHistory
XOMExxonMobil Holdings CorpCOM6,595$759.2K0.3%00.0%UnchangedHistory
State Street Energy Select Sector SPDR ETF81369Y506ETF8,050$733.8K0.3%00.0%Unchanged–
State Street Communication Services Select Sector SPDR ETF81369Y852ETF7,190$615.9K0.3%+412+6.1%Added–
iShares Tr46434V886HDG MSCI JAPAN13,948$608.7K0.3%+13,948New–
State Street Industrial Select Sector SPDR ETF81369Y704ETF4,968$605.5K0.3%+246+5.2%Added–
ADPAutomatic Data Processing IncStock2,500$596.7K0.3%00.0%UnchangedHistory
HONHoneywell International IncCOM2,655$566.9K0.2%+625+30.8%AddedHistory
CMCSAComcast CorpStock14,137$553.6K0.2%00.0%UnchangedHistory
UNHUnitedHealth Group IncStock987$502.6K0.2%−114−10.4%ReducedHistory
AVGOBroadcom Inc.Stock307$492.9K0.2%−1−0.3%ReducedHistory
ZSZscaler, Inc.Stock2,487$478.0K0.2%00.0%UnchangedHistory
NOCNorthrop Grumman CorpStock1,075$468.6K0.2%00.0%UnchangedHistory
ELEstee Lauder Companies IncCL A4,215$448.5K0.2%−705−14.3%ReducedHistory
EPDEnterprise Products Partners L.P.Stock15,373$445.5K0.2%+2,349+18.0%AddedHistory
Invesco Exchange Traded FD T46137V357S&P500 EQL WGT2,477$406.9K0.2%−20−0.8%Reduced–
WTMWhite Mountains Insurance Group LtdCOM206$374.4K0.2%00.0%UnchangedHistory
PPGPPG Industries IncStock2,884$363.1K0.2%00.0%UnchangedHistory
SLBSLB LimitedStock7,210$340.2K0.1%−1,600−18.2%ReducedHistory
ALLAllstate CorpStock1,864$297.6K0.1%00.0%UnchangedHistory
PFEPfizer IncStock10,201$285.4K0.1%00.0%UnchangedHistory
STWDStarwood Property Trust, Inc.COM14,725$278.9K0.1%00.0%UnchangedHistory
AMATApplied Materials IncStock1,120$264.3K0.1%00.0%UnchangedHistory
DUKDuke Energy CORPStock2,525$253.1K0.1%00.0%UnchangedHistory
PGProcter & Gamble CoStock1,516$250.0K0.1%+60+4.1%AddedHistory
Renaissance Cap Greenwich FD759937204IPO ETF5,835$235.2K0.1%−200−3.3%Reduced–
iShares Inc46434G764MSCI EMRG CHN3,800$225.0K0.1%+3,800New–
PHParker-Hannifin CorpStock430$217.5K0.1%00.0%UnchangedHistory

Sold out since Q1 2024 (9)

Positions held at the end of Q1 2024 that are gone from this filing.

Positions of Hudson Value Partners, LLC sold out since Q1 2024
SecurityClassShares in Q1 2024Value in Q1 2024% of portfolio in Q1 2024History
SSNCSS&C Technologies Holdings IncCOM39,056$2.51M1.1%History
WDAYWorkday, Inc.CL A5,160$1.41M0.6%History
TSLATesla, Inc.Stock3,930$690.9K0.3%History
iShares Tr46435U374MSCI JP VALUE16,978$564.2K0.2%–
iShares Inc464286749MSCI SWITZERLAND11,233$534.7K0.2%–
TGTTarget CorpStock1,309$232.0K0.1%History
SMCISuper Micro Computer, Inc.COM225$227.3K0.1%History
NSCNorfolk Southern CorpStock850$216.6K0.1%History
Vanguard Morningstar Mid-Cap ETF922908629ETF822$205.4K0.1%–