Hudson Value Partners, LLC Top Holdings and 13F Report (2024) About Hudson Value Partners, LLCInvestment ActivityHudson Value Partners, LLC has $257.39 million in total holdings as of September 30, 2024.Hudson Value Partners, LLC owns shares of 97 different stocks, but just 35 companies or ETFs make up 80% of its holdings.Approximately 7.00% of the portfolio was purchased this quarter.About 3.65% of the portfolio was sold this quarter.This quarter, Hudson Value Partners, LLC has purchased 91 new stocks and bought additional shares in 48 stocks.Hudson Value Partners, LLC sold shares of 27 stocks and completely divested from 6 stocks this quarter.Largest Holdings Berkshire Hathaway $18,383,121Apple $16,420,887Microsoft $12,978,278Builders FirstSource $11,494,347Alphabet $9,904,230 Largest New Holdings this Quarter Energy Transfer $1,023,589 HoldingVanEck Gold Miners ETF $852,906 HoldingMeta Platforms $780,236 HoldingASML $389,128 HoldingNUVEEN CHURCHILL DIRECT LENDIN COM SHS $376,429 Holding Largest Purchases this Quarter Microsoft 3,033 shares (about $1.31M)Vanguard Total Stock Market ETF 4,417 shares (about $1.25M)Energy Transfer 63,775 shares (about $1.02M)VanEck Gold Miners ETF 21,419 shares (about $852.91K)Meta Platforms 1,363 shares (about $780.24K) Largest Sales this Quarter Azenta 39,671 shares (about $1.92M)FedEx 1,289 shares (about $352.77K)Walmart 2,410 shares (about $194.61K)Advanced Micro Devices 960 shares (about $157.52K)Amazon.com 807 shares (about $150.37K) Sector Allocation Over TimeMap of 500 Largest Holdings ofHudson Value Partners, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorBRK.BBerkshire Hathaway$18,383,121$487,872 ▲2.7%39,9417.1%FinanceAAPLApple$16,420,887$700,630 ▲4.5%70,4766.4%Computer and TechnologyMSFTMicrosoft$12,978,278$1,305,100 ▲11.2%30,1615.0%Computer and TechnologyBLDRBuilders FirstSource$11,494,347$359,223 ▲3.2%59,2924.5%Retail/WholesaleGOOGLAlphabet$9,904,230$600,211 ▲6.5%59,7183.8%Computer and TechnologyCOSTCostco Wholesale$7,132,940$503,543 ▲7.6%8,0462.8%Retail/WholesaleJNJJohnson & Johnson$6,544,145$197,227 ▲3.1%40,3812.5%MedicalDHRDanaher$6,527,076$97,029 ▲1.5%23,4772.5%Multi-Sector ConglomeratesVVisa$5,956,792$281,549 ▲5.0%21,6652.3%Business ServicesMDUMDU Resources Group$5,833,259$199,874 ▲3.5%212,8152.3%UtilitiesGOOGAlphabet$5,705,024$274,693 ▲5.1%34,1232.2%Computer and TechnologyFNFFidelity National Financial$5,675,946$9,309 ▲0.2%91,4592.2%FinanceZBRAZebra Technologies$5,549,245$8,888 ▲0.2%14,9852.2%Industrial ProductsCVXChevron$5,528,958$127,241 ▲2.4%37,5432.1%Oils/EnergyMRKMerck & Co., Inc.$5,521,741$495,462 ▲9.9%48,6242.1%MedicalQCOMQUALCOMM$5,509,960$88,426 ▲1.6%32,4022.1%Computer and TechnologyESABESAB$5,145,510$423,007 ▲9.0%48,4012.0%Industrial ProductsGLWCorning$5,081,723$257,310 ▲5.3%112,5522.0%Computer and TechnologyMKLMarkel Group$4,997,496$492,534 ▲10.9%3,1861.9%Multi-Sector ConglomeratesVTIVanguard Total Stock Market ETF$4,865,353$1,250,743 ▲34.6%17,1821.9%ETFCPCanadian Pacific Kansas City$4,777,773$107,807 ▲2.3%55,7961.9%TransportationAMGNAmgen$4,763,875$4,511 ▼-0.1%14,7851.9%MedicalNVDANVIDIA$4,706,750$495,837 ▲11.8%38,7581.8%Computer and TechnologyKNFKnife River$4,644,883$95,469 ▲2.1%51,9621.8%ConstructionMCDMcDonald's$4,218,073$151,341 ▲3.7%13,8521.6%Retail/WholesaleHDHome Depot$3,904,912$126,422 ▲3.3%9,6371.5%Retail/WholesaleFNVFranco-Nevada$3,788,258$66,971 ▲1.8%30,4891.5%Basic MaterialsWMTWalmart$3,268,760$194,608 ▼-5.6%40,4801.3%Retail/WholesaleJPMJPMorgan Chase & Co.$3,160,370$6,748 ▲0.2%14,9881.2%FinanceAMZNAmazon.com$3,044,446$150,368 ▼-4.7%16,3391.2%Retail/WholesaleXLKTechnology Select Sector SPDR Fund$2,857,752$499,170 ▲21.2%12,6581.1%ETFDEDeere & Company$2,720,992$261,666 ▲10.6%6,5201.1%Industrial ProductsMKSIMKS Instruments$2,529,790$167,305 ▲7.1%23,2711.0%Computer and TechnologyCHENIERE ENERGY INC COM NEW$2,114,559$3,237 ▼-0.2%11,7580.8%StockURIUnited Rentals$1,913,392$72,876 ▼-3.7%2,3630.7%ConstructionAMDAdvanced Micro Devices$1,889,381$157,517 ▼-7.7%11,5150.7%Computer and TechnologyVBRVanguard Small-Cap Value ETF$1,651,369$439,495 ▲36.3%8,2250.6%ETFCRWDCrowdStrike$1,597,277$401,072 ▲33.5%5,6950.6%Computer and TechnologyNFLXNetflix$1,589,474$127,669 ▼-7.4%2,2410.6%Consumer DiscretionaryUBERUber Technologies$1,574,602$114,619 ▼-6.8%20,9500.6%Computer and TechnologyDISWalt Disney$1,544,138$42,901 ▼-2.7%16,0530.6%Consumer DiscretionarySPYSPDR S&P 500 ETF Trust$1,508,989$180,734 ▲13.6%2,6300.6%FinanceVHTVanguard Health Care ETF$1,454,927$52,486 ▲3.7%5,1560.6%ETFKOCoca-Cola$1,443,021$57,488 ▼-3.8%20,0810.6%Consumer StaplesMLMMartin Marietta Materials$1,412,906$104,959 ▼-6.9%2,6250.5%ConstructionGVIPGoldman Sachs Hedge Industry VIP ETF$1,408,230$64,467 ▲4.8%11,7740.5%ETFABTAbbott Laboratories$1,403,805$112,756 ▲8.7%12,3130.5%MedicalBKNGBooking$1,402,636$139,000 ▼-9.0%3330.5%Retail/WholesaleMOATVanEck Morningstar Wide Moat ETF$1,319,432$78,338 ▲6.3%13,6090.5%ETFFDXFedEx$1,226,360$352,773 ▼-22.3%4,4810.5%TransportationLLYEli Lilly and Company$1,215,510$13,289 ▼-1.1%1,3720.5%MedicalNOWServiceNow$1,211,898$89,439 ▼-6.9%1,3550.5%Computer and TechnologyEMREmerson Electric$1,188,305$104,448 ▼-8.1%10,8650.5%Industrial ProductsMARMarriott International$1,174,635$111,870 ▼-8.7%4,7250.5%Consumer DiscretionaryPEPPepsiCo$1,091,721$58,667 ▲5.7%6,4200.4%Consumer StaplesXOPSPDR S&P Oil & Gas Exploration & Production ETF$1,053,4750.0%8,0100.4%ETFETEnergy Transfer$1,023,589$1,023,589 ▲New Holding63,7750.4%Oils/EnergyQQQInvesco QQQ$983,461$150,814 ▲18.1%2,0150.4%FinanceNVTnVent Electric$925,676$58,667 ▼-6.0%13,1750.4%Computer and TechnologyVOOVanguard S&P 500 ETF$863,7960.0%1,6370.3%ETFGDXVanEck Gold Miners ETF$852,906$852,906 ▲New Holding21,4190.3%ETFADPAutomatic Data Processing$844,027$152,202 ▲22.0%3,0500.3%Business ServicesMETAMeta Platforms$780,236$780,236 ▲New Holding1,3630.3%Computer and TechnologyXLIIndustrial Select Sector SPDR Fund$727,982$55,123 ▲8.2%5,3750.3%ETFXOMExxon Mobil$702,734$70,332 ▼-9.1%5,9950.3%Oils/EnergyAZTAAzenta$697,052$1,921,664 ▼-73.4%14,3900.3%MedicalXLCCommunication Services Select Sector SPDR Fund$687,400$37,426 ▲5.8%7,6040.3%ETFRSPInvesco S&P 500 Equal Weight ETF$640,855$197,076 ▲44.4%3,5770.2%ETFDXCMDexCom$638,221$2,682 ▼-0.4%9,5200.2%MedicalUNHUnitedHealth Group$625,023$47,944 ▲8.3%1,0690.2%MedicalXLEEnergy Select Sector SPDR Fund$614,600$92,190 ▼-13.0%7,0000.2%ETFBABoeing$607,400$51,694 ▼-7.8%3,9950.2%AerospaceDUKDuke Energy$605,325$314,193 ▲107.9%5,2500.2%UtilitiesCMCSAComcast$590,5020.0%14,1370.2%Consumer DiscretionaryNOCNorthrop Grumman$567,6750.0%1,0750.2%AerospaceAVGOBroadcom$529,575$476,618 ▲900.0%3,0700.2%Computer and TechnologyHONHoneywell International$473,986$74,829 ▼-13.6%2,2930.2%Multi-Sector ConglomeratesZSZscaler$446,495$21,367 ▲5.0%2,6120.2%Computer and TechnologyEPDEnterprise Products Partners$403,843$43,665 ▼-9.8%13,8730.2%Oils/EnergyASMLASML$389,128$389,128 ▲New Holding4670.2%Computer and TechnologyPPGPPG Industries$382,0150.0%2,8840.1%Basic MaterialsNUVEEN CHURCHILL DIRECT LENDIN COM SHS$376,429$376,429 ▲New Holding21,6090.1%CEFALLAllstate$353,5080.0%1,8640.1%FinanceWTMWhite Mountains Insurance Group$349,4170.0%2060.1%FinancePGProcter & Gamble$312,799$50,228 ▲19.1%1,8060.1%Consumer StaplesPFEPfizer$288,908$6,309 ▼-2.1%9,9830.1%MedicalPHParker-Hannifin$271,6830.0%4300.1%Industrial ProductsSTWDStarwood Property Trust$269,016$31,080 ▼-10.4%13,2000.1%FinanceAMPLIFY CYBERSECURITY ETF$259,464$259,464 ▲New Holding3,8000.1%ETFTJXTJX Companies$252,711$252,711 ▲New Holding2,1500.1%Retail/WholesaleADBEAdobe$244,392$244,392 ▲New Holding4720.1%Computer and TechnologyEMXCiShares MSCI Emerging Markets ex China ETF$232,2180.0%3,8000.1%ManufacturingAMATApplied Materials$226,2960.0%1,1200.1%Computer and TechnologyCLColgate-Palmolive$211,772$211,772 ▲New Holding2,0400.1%Consumer StaplesNSCNorfolk Southern$211,225$211,225 ▲New Holding8500.1%TransportationTGTTarget$204,021$204,021 ▲New Holding1,3090.1%Retail/WholesaleSTEWSRH Total Return Fund$192,886$192,886 ▲New Holding12,2080.1%FinancePARAParamount Global$0$2,354,977 ▼-100.0%00.0%Consumer DiscretionaryLHXL3Harris Technologies$0$1,223,961 ▼-100.0%00.0%AerospaceHEWJiShares Currency Hedged MSCI Japan ETF$0$608,710 ▼-100.0%00.0%ETFShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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