Hudson Value Partners, LLC
- SEC CIK
- 0001840501
- Latest filing
- Jul 10, 2026
Holdings in Q4 2024
Holdings as of Dec 31, 2024, filed Feb 18, 2025. Long positions only; changes compare share counts with Q3 2024.
- Positions
- 92
- −5 vs. Q3 2024
- Portfolio value
- $268.7M
- +$11.3M (+4.4%) vs. Q3 2024
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| BRK.BBerkshire Hathaway Inc | Stock | 41,968 | $19.0M | 7.1% | +2,027+5.1% | Added | History |
| AAPLApple Inc. | Stock | 69,796 | $17.5M | 6.5% | −680−1.0% | Reduced | History |
| MSFTMicrosoft Corp | Stock | 34,054 | $14.4M | 5.3% | +3,893+12.9% | Added | History |
| GOOGLAlphabet Inc. | Stock | 73,282 | $13.9M | 5.2% | +13,564+22.7% | Added | History |
| BLDRBuilders FirstSource, Inc. | Stock | 60,325 | $8.62M | 3.2% | +1,033+1.7% | Added | History |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 29,025 | $8.42M | 3.1% | +11,843+68.9% | Added | – |
| COSTCostco Wholesale Corp | Stock | 8,501 | $7.79M | 2.9% | +455+5.7% | Added | History |
| VVisa Inc. | Stock | 23,023 | $7.28M | 2.7% | +1,358+6.3% | Added | History |
| NVDANVIDIA Corp | Stock | 50,658 | $6.80M | 2.5% | +11,900+30.7% | Added | History |
| GOOGAlphabet Inc. | Stock | 32,446 | $6.18M | 2.3% | −1,677−4.9% | Reduced | History |
| MKLMarkel Group Inc. | COM | 3,339 | $5.76M | 2.1% | +153+4.8% | Added | History |
| ZBRAZebra Technologies Corp | CL A | 14,889 | $5.75M | 2.1% | −96−0.6% | Reduced | History |
| ESABESAB Corp | COM | 47,678 | $5.72M | 2.1% | −723−1.5% | Reduced | History |
| JNJJohnson & Johnson | Stock | 41,403 | $5.65M | 2.1% | +1,022+2.5% | Added | History |
| KNFKnife River Corp | Stock | 54,004 | $5.49M | 2.0% | +2,042+3.9% | Added | History |
| CVXChevron Corp | Stock | 36,948 | $5.35M | 2.0% | −595−1.6% | Reduced | History |
| GLWCorning Inc | COM | 111,192 | $5.28M | 2.0% | −1,360−1.2% | Reduced | History |
| DHRDanaher Corp | Stock | 22,695 | $5.21M | 1.9% | −782−3.3% | Reduced | History |
| QCOMQualcomm Inc | Stock | 33,419 | $5.13M | 1.9% | +1,017+3.1% | Added | History |
| FNFFidelity National Financial, Inc. | COM SHS | 91,340 | $5.13M | 1.9% | −119−0.1% | Reduced | History |
| ECGEverus Construction Group, Inc. | Stock | 74,916 | $4.93M | 1.8% | +74,916 | New | History |
| MRKMerck & Co., Inc. | Stock | 45,964 | $4.57M | 1.7% | −2,660−5.5% | Reduced | History |
| MCDMcDonalds Corp | Stock | 14,954 | $4.34M | 1.6% | +1,102+8.0% | Added | History |
| AMGNAmgen Inc | Stock | 15,856 | $4.13M | 1.5% | +1,071+7.2% | Added | History |
| AMZNAmazon Com Inc | Stock | 18,604 | $4.08M | 1.5% | +2,265+13.9% | Added | History |
| MDUMdu Resources Group Inc | Stock | 212,950 | $3.84M | 1.4% | +135+0.1% | Added | History |
| FNVFranco Nevada Corp | Stock | 32,279 | $3.80M | 1.4% | +1,790+5.9% | Added | History |
| JPMJPMorgan Chase & Co | Stock | 15,565 | $3.73M | 1.4% | +577+3.8% | Added | History |
| HDHome Depot, Inc. | Stock | 9,326 | $3.63M | 1.3% | −311−3.2% | Reduced | History |
| WMTWalmart Inc. | Stock | 39,360 | $3.56M | 1.3% | −1,120−2.8% | Reduced | History |
| ASMLASML Holding NV | ADR | 5,112 | $3.54M | 1.3% | +4,645+994.6% | Added | History |
| State Street Technology Select Sector SPDR ETF81369Y803 | ETF | 13,382 | $3.12M | 1.2% | +724+5.7% | Added | – |
| DEDeere & Co | Stock | 6,670 | $2.83M | 1.1% | +150+2.3% | Added | History |
| LNGCheniere Energy, Inc. | COM NEW | 12,386 | $2.66M | 1.0% | +628+5.3% | Added | History |
| CPCanadian Pacific Kansas City Ltd | COM | 32,374 | $2.34M | 0.9% | −23,422−42.0% | Reduced | History |
| CRWDCrowdStrike Holdings, Inc. | Stock | 5,620 | $1.92M | 0.7% | −75−1.3% | Reduced | History |
| NFLXNetflix Inc | Stock | 2,105 | $1.88M | 0.7% | −136−6.1% | Reduced | History |
| Vanguard Morningstar Small-Cap Value ETF922908611 | ETF | 8,794 | $1.74M | 0.6% | +569+6.9% | Added | – |
| URIUnited Rentals, Inc. | COM | 2,238 | $1.58M | 0.6% | −125−5.3% | Reduced | History |
| SPYSPDR S&P 500 ETF Trust | ETF | 2,667 | $1.56M | 0.6% | +37+1.4% | Added | History |
| NOWServiceNow, Inc. | Stock | 1,393 | $1.48M | 0.5% | +38+2.8% | Added | History |
| METAMeta Platforms, Inc. | Stock | 2,445 | $1.43M | 0.5% | +1,082+79.4% | Added | History |
| BKNGBooking Holdings Inc. | Stock | 286 | $1.42M | 0.5% | −47−14.1% | Reduced | History |
| AMDAdvanced Micro Devices Inc | Stock | 11,215 | $1.35M | 0.5% | −300−2.6% | Reduced | History |
| EMREmerson Electric Co | Stock | 10,865 | $1.35M | 0.5% | 00.0% | Unchanged | History |
| MLMMartin Marietta Materials Inc | COM | 2,525 | $1.30M | 0.5% | −100−3.8% | Reduced | History |
| ABTAbbott Laboratories | Stock | 11,514 | $1.30M | 0.5% | −799−6.5% | Reduced | History |
| GTLSChart Industries Inc | COM | 6,740 | $1.29M | 0.5% | +6,740 | New | History |
| UBERUber Technologies, Inc | Stock | 21,175 | $1.28M | 0.5% | +225+1.1% | Added | History |
| ETEnergy Transfer LP | COM UT LTD PTN | 64,775 | $1.27M | 0.5% | +1,000+1.6% | Added | History |
| MARMarriott International Inc | Stock | 4,525 | $1.26M | 0.5% | −200−4.2% | Reduced | History |
| FDXFedEx Corp | Stock | 4,481 | $1.26M | 0.5% | 00.0% | Unchanged | History |
| Goldman Sachs ETF Tr381430545 | HEDGE IND ETF | 9,274 | $1.15M | 0.4% | −2,500−21.2% | Reduced | – |
| KOCoca Cola Co | Stock | 18,466 | $1.15M | 0.4% | −1,615−8.0% | Reduced | History |
| DISWalt Disney Co | Stock | 10,115 | $1.13M | 0.4% | −5,938−37.0% | Reduced | History |
| LLYEli Lilly & Co | Stock | 1,372 | $1.06M | 0.4% | 00.0% | Unchanged | History |
| Vanguard Health Care ETF92204A504 | ETF | 3,859 | $978.0K | 0.4% | −1,297−25.2% | Reduced | – |
| Invesco QQQ Trust Series I46090E103 | ETF | 1,908 | $975.4K | 0.4% | −107−5.3% | Reduced | – |
| PEPPepsiCo Inc | Stock | 6,195 | $942.0K | 0.4% | −225−3.5% | Reduced | History |
| NVTnVent Electric plc | SHS | 13,175 | $898.0K | 0.3% | 00.0% | Unchanged | History |
| ADPAutomatic Data Processing Inc | Stock | 3,050 | $892.8K | 0.3% | 00.0% | Unchanged | History |
| Vanguard S&P 500 ETF922908363 | ETF | 1,537 | $828.2K | 0.3% | −100−6.1% | Reduced | – |
| State Street Communication Services Select Sector SPDR ETF81369Y852 | ETF | 8,086 | $783.7K | 0.3% | +482+6.3% | Added | – |
| State Street Industrial Select Sector SPDR ETF81369Y704 | ETF | 5,711 | $752.8K | 0.3% | +336+6.3% | Added | – |
| DXCMDexcom Inc | COM | 9,520 | $740.4K | 0.3% | 00.0% | Unchanged | History |
| UNHUnitedHealth Group Inc | Stock | 1,446 | $731.5K | 0.3% | +377+35.3% | Added | History |
| VanEck Semiconductor ETF92189F676 | ETF | 2,968 | $721.4K | 0.3% | +2,968 | New | – |
| NCDLNuveen Churchill Direct Lending Corp. | COM SHS | 42,954 | $720.8K | 0.3% | +21,345+98.8% | Added | History |
| AVGOBroadcom Inc. | Stock | 3,050 | $707.1K | 0.3% | −20−0.7% | Reduced | History |
| XOMExxonMobil Holdings Corp | COM | 6,395 | $687.9K | 0.3% | +400+6.7% | Added | History |
| AZTAAzenta, Inc. | COM | 12,990 | $649.5K | 0.2% | −1,400−9.7% | Reduced | History |
| HONHoneywell International Inc | COM | 2,857 | $645.4K | 0.2% | +564+24.6% | Added | History |
| Invesco Exchange Traded FD T46137V357 | S&P500 EQL WGT | 3,587 | $628.5K | 0.2% | +10+0.3% | Added | – |
| iShares Tr464288794 | US BR DEL SE ETF | 3,869 | $557.9K | 0.2% | +3,869 | New | – |
| DUKDuke Energy CORP | Stock | 5,040 | $543.0K | 0.2% | −210−4.0% | Reduced | History |
| BABoeing Co | Stock | 2,820 | $499.1K | 0.2% | −1,175−29.4% | Reduced | History |
| ZSZscaler, Inc. | Stock | 2,612 | $471.2K | 0.2% | 00.0% | Unchanged | History |
| State Street Energy Select Sector SPDR ETF81369Y506 | ETF | 5,500 | $471.1K | 0.2% | −1,500−21.4% | Reduced | – |
| MKSIMKS Inc | COM | 4,169 | $435.2K | 0.2% | −19,102−82.1% | Reduced | History |
| PGProcter & Gamble Co | Stock | 2,550 | $427.5K | 0.2% | +744+41.2% | Added | History |
| WTMWhite Mountains Insurance Group Ltd | COM | 206 | $400.7K | 0.1% | 00.0% | Unchanged | History |
| VanEck ETF Trust92189F106 | GOLD MINERS ETF | 11,548 | $391.1K | 0.1% | −9,871−46.1% | Reduced | – |
| BITBBitwise Bitcoin ETF | SHS BEN INT | 7,257 | $370.3K | 0.1% | +7,257 | New | History |
| PPGPPG Industries Inc | Stock | 2,884 | $344.5K | 0.1% | 00.0% | Unchanged | History |
| Amplify ETF Tr032108664 | AMPLIFY CYBERSEC | 4,250 | $316.6K | 0.1% | +450+11.8% | Added | – |
| PHParker-Hannifin Corp | Stock | 491 | $312.3K | 0.1% | +61+14.2% | Added | History |
| TJXTJX Companies Inc | Stock | 2,432 | $293.8K | 0.1% | +282+13.1% | Added | History |
| TSLATesla, Inc. | Stock | 583 | $235.5K | 0.1% | +583 | New | History |
| PLTRPalantir Technologies Inc. | Stock | 2,889 | $218.5K | 0.1% | +2,889 | New | History |
| iShares Inc46434G764 | MSCI EMRG CHN | 3,800 | $210.7K | 0.1% | 00.0% | Unchanged | – |
| EPDEnterprise Products Partners L.P. | Stock | 6,633 | $208.0K | 0.1% | −7,240−52.2% | Reduced | History |
| STEWSRH Total Return Fund, Inc. | COM | 12,208 | $195.6K | 0.1% | 00.0% | Unchanged | History |
Sold out since Q3 2024 (12)
Positions held at the end of Q3 2024 that are gone from this filing.
| Security | Class | Shares in Q3 2024 | Value in Q3 2024 | % of portfolio in Q3 2024 | History |
|---|---|---|---|---|---|
| VanEck Morningstar Wide Moat ETF92189F643 | ETF | 13,609 | $1.32M | 0.5% | – |
| SPDR Series Trust78468R556 | SP O&G EXPL PRO | 8,010 | $1.05M | 0.4% | – |
| CMCSAComcast Corp | Stock | 14,137 | $590.5K | 0.2% | History |
| NOCNorthrop Grumman Corp | Stock | 1,075 | $567.7K | 0.2% | History |
| ALLAllstate Corp | Stock | 1,864 | $353.5K | 0.1% | History |
| PFEPfizer Inc | Stock | 9,983 | $288.9K | 0.1% | History |
| STWDStarwood Property Trust, Inc. | COM | 13,200 | $269.0K | 0.1% | History |
| ADBEAdobe Inc. | Stock | 472 | $244.4K | 0.1% | History |
| AMATApplied Materials Inc | Stock | 1,120 | $226.3K | 0.1% | History |
| CLColgate Palmolive Co | Stock | 2,040 | $211.8K | 0.1% | History |
| NSCNorfolk Southern Corp | Stock | 850 | $211.2K | 0.1% | History |
| TGTTarget Corp | Stock | 1,309 | $204.0K | 0.1% | History |