Hudson Value Partners, LLC Top Holdings and 13F Report (2025)

About Hudson Value Partners, LLC

Investment Activity

Hudson Value Partners, LLC has $4.93 million in total holdings as of December 31, 2024.
Hudson Value Partners, LLC owns shares of 1 different stock, but just 1 company or ETF makes up 80% of its holdings.
Approximately 100.00% of the portfolio was purchased this quarter.
About 5,225.48% of the portfolio was sold this quarter.
This quarter, Hudson Value Partners, LLC has purchased 97 new stocks and bought additional shares in 0 stocks.
Hudson Value Partners, LLC sold shares of 0 stocks and completely divested from 97 stocks this quarter.

Largest Holdings

EVERUS CONSTR GROUP: $4,925,727

Largest New Holdings this Quarter

EVERUS CONSTR GROUP: $4,925,727 Holding

Largest Purchases this Quarter

EVERUS CONSTR GROUP: 74,916 shares (about $4.93M)

Sector Allocation Over Time

Selling

Neutral

Buying

Latest 13F Holdings and Changes Since Previous Quarterly Filing

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
EVERUS CONSTR GROUP	$4,925,727	$4,925,727 ▲	New Holding	74,916	100.0%	COM
BRK.B Berkshire Hathaway	$0	$18,383,121 ▼	-100.0%	0	0.0%	Finance
AAPL Apple	$0	$16,420,887 ▼	-100.0%	0	0.0%	Computer and Technology
MSFT Microsoft	$0	$12,978,278 ▼	-100.0%	0	0.0%	Computer and Technology
BLDR Builders FirstSource	$0	$11,494,347 ▼	-100.0%	0	0.0%	Retail/Wholesale
GOOGL Alphabet	$0	$9,904,230 ▼	-100.0%	0	0.0%	Computer and Technology
COST Costco Wholesale	$0	$7,132,940 ▼	-100.0%	0	0.0%	Retail/Wholesale
JNJ Johnson & Johnson	$0	$6,544,145 ▼	-100.0%	0	0.0%	Medical
DHR Danaher	$0	$6,527,076 ▼	-100.0%	0	0.0%	Medical
V Visa	$0	$5,956,792 ▼	-100.0%	0	0.0%	Business Services
MDU MDU Resources Group	$0	$5,833,259 ▼	-100.0%	0	0.0%	Utilities
GOOG Alphabet	$0	$5,705,024 ▼	-100.0%	0	0.0%	Computer and Technology
FNF Fidelity National Financial	$0	$5,675,946 ▼	-100.0%	0	0.0%	Finance
ZBRA Zebra Technologies	$0	$5,549,245 ▼	-100.0%	0	0.0%	Industrial Products
CVX Chevron	$0	$5,528,958 ▼	-100.0%	0	0.0%	Oils/Energy
MRK Merck & Co., Inc.	$0	$5,521,741 ▼	-100.0%	0	0.0%	Medical
QCOM QUALCOMM	$0	$5,509,960 ▼	-100.0%	0	0.0%	Computer and Technology
ESAB ESAB	$0	$5,145,510 ▼	-100.0%	0	0.0%	Industrial Products
GLW Corning	$0	$5,081,723 ▼	-100.0%	0	0.0%	Computer and Technology
MKL Markel Group	$0	$4,997,496 ▼	-100.0%	0	0.0%	Multi-Sector Conglomerates
VTI Vanguard Total Stock Market ETF	$0	$4,865,353 ▼	-100.0%	0	0.0%	ETF
CP Canadian Pacific Kansas City	$0	$4,777,773 ▼	-100.0%	0	0.0%	Transportation
AMGN Amgen	$0	$4,763,875 ▼	-100.0%	0	0.0%	Medical
NVDA NVIDIA	$0	$4,706,750 ▼	-100.0%	0	0.0%	Computer and Technology
KNF Knife River	$0	$4,644,883 ▼	-100.0%	0	0.0%	Construction
MCD McDonald's	$0	$4,218,073 ▼	-100.0%	0	0.0%	Retail/Wholesale
HD Home Depot	$0	$3,904,912 ▼	-100.0%	0	0.0%	Retail/Wholesale
FNV Franco-Nevada	$0	$3,788,258 ▼	-100.0%	0	0.0%	Basic Materials
WMT Walmart	$0	$3,268,760 ▼	-100.0%	0	0.0%	Retail/Wholesale
JPM JPMorgan Chase & Co.	$0	$3,160,370 ▼	-100.0%	0	0.0%	Finance
AMZN Amazon.com	$0	$3,044,446 ▼	-100.0%	0	0.0%	Retail/Wholesale
XLK Technology Select Sector SPDR Fund	$0	$2,857,752 ▼	-100.0%	0	0.0%	ETF
DE Deere & Company	$0	$2,720,992 ▼	-100.0%	0	0.0%	Industrial Products
MKSI MKS Instruments	$0	$2,529,790 ▼	-100.0%	0	0.0%	Computer and Technology
CHENIERE ENERGY INC COM NEW	$0	$2,114,559 ▼	-100.0%	0	0.0%	Stock
URI United Rentals	$0	$1,913,392 ▼	-100.0%	0	0.0%	Construction
AMD Advanced Micro Devices	$0	$1,889,381 ▼	-100.0%	0	0.0%	Computer and Technology
VBR Vanguard Small-Cap Value ETF	$0	$1,651,369 ▼	-100.0%	0	0.0%	ETF
CRWD CrowdStrike	$0	$1,597,277 ▼	-100.0%	0	0.0%	Computer and Technology
NFLX Netflix	$0	$1,589,474 ▼	-100.0%	0	0.0%	Consumer Discretionary
UBER Uber Technologies	$0	$1,574,602 ▼	-100.0%	0	0.0%	Computer and Technology
DIS Walt Disney	$0	$1,544,138 ▼	-100.0%	0	0.0%	Consumer Discretionary
SPY SPDR S&P 500 ETF Trust	$0	$1,508,989 ▼	-100.0%	0	0.0%	Finance
VHT Vanguard Health Care ETF	$0	$1,454,927 ▼	-100.0%	0	0.0%	ETF
KO Coca-Cola	$0	$1,443,021 ▼	-100.0%	0	0.0%	Consumer Staples
MLM Martin Marietta Materials	$0	$1,412,906 ▼	-100.0%	0	0.0%	Construction
GVIP Goldman Sachs Hedge Industry VIP ETF	$0	$1,408,230 ▼	-100.0%	0	0.0%	ETF
ABT Abbott Laboratories	$0	$1,403,805 ▼	-100.0%	0	0.0%	Medical
BKNG Booking	$0	$1,402,636 ▼	-100.0%	0	0.0%	Retail/Wholesale
MOAT VanEck Morningstar Wide Moat ETF	$0	$1,319,432 ▼	-100.0%	0	0.0%	ETF
FDX FedEx	$0	$1,226,360 ▼	-100.0%	0	0.0%	Transportation
LLY Eli Lilly and Company	$0	$1,215,510 ▼	-100.0%	0	0.0%	Medical
NOW ServiceNow	$0	$1,211,898 ▼	-100.0%	0	0.0%	Computer and Technology
EMR Emerson Electric	$0	$1,188,305 ▼	-100.0%	0	0.0%	Industrial Products
MAR Marriott International	$0	$1,174,635 ▼	-100.0%	0	0.0%	Consumer Discretionary
PEP PepsiCo	$0	$1,091,721 ▼	-100.0%	0	0.0%	Consumer Staples
XOP SPDR S&P Oil & Gas Exploration & Production ETF	$0	$1,053,475 ▼	-100.0%	0	0.0%	ETF
ET Energy Transfer	$0	$1,023,589 ▼	-100.0%	0	0.0%	Oils/Energy
QQQ Invesco QQQ	$0	$983,461 ▼	-100.0%	0	0.0%	Finance
NVT nVent Electric	$0	$925,676 ▼	-100.0%	0	0.0%	Computer and Technology
VOO Vanguard S&P 500 ETF	$0	$863,796 ▼	-100.0%	0	0.0%	ETF
GDX VanEck Gold Miners ETF	$0	$852,906 ▼	-100.0%	0	0.0%	ETF
ADP Automatic Data Processing	$0	$844,027 ▼	-100.0%	0	0.0%	Business Services
META Meta Platforms	$0	$780,236 ▼	-100.0%	0	0.0%	Computer and Technology
XLI Industrial Select Sector SPDR Fund	$0	$727,982 ▼	-100.0%	0	0.0%	ETF
XOM Exxon Mobil	$0	$702,734 ▼	-100.0%	0	0.0%	Oils/Energy
AZTA Azenta	$0	$697,052 ▼	-100.0%	0	0.0%	Medical
XLC Communication Services Select Sector SPDR Fund	$0	$687,400 ▼	-100.0%	0	0.0%	ETF
RSP Invesco S&P 500 Equal Weight ETF	$0	$640,855 ▼	-100.0%	0	0.0%	ETF
DXCM DexCom	$0	$638,221 ▼	-100.0%	0	0.0%	Medical
UNH UnitedHealth Group	$0	$625,023 ▼	-100.0%	0	0.0%	Medical
XLE Energy Select Sector SPDR Fund	$0	$614,600 ▼	-100.0%	0	0.0%	ETF
BA Boeing	$0	$607,400 ▼	-100.0%	0	0.0%	Aerospace
DUK Duke Energy	$0	$605,325 ▼	-100.0%	0	0.0%	Utilities
CMCSA Comcast	$0	$590,502 ▼	-100.0%	0	0.0%	Consumer Discretionary
NOC Northrop Grumman	$0	$567,675 ▼	-100.0%	0	0.0%	Aerospace
AVGO Broadcom	$0	$529,575 ▼	-100.0%	0	0.0%	Computer and Technology
HON Honeywell International	$0	$473,986 ▼	-100.0%	0	0.0%	Multi-Sector Conglomerates
ZS Zscaler	$0	$446,495 ▼	-100.0%	0	0.0%	Computer and Technology
EPD Enterprise Products Partners	$0	$403,843 ▼	-100.0%	0	0.0%	Oils/Energy
ASML ASML	$0	$389,128 ▼	-100.0%	0	0.0%	Computer and Technology
PPG PPG Industries	$0	$382,015 ▼	-100.0%	0	0.0%	Basic Materials
NUVEEN CHURCHILL DIRECT LENDIN COM SHS	$0	$376,429 ▼	-100.0%	0	0.0%	CEF
ALL Allstate	$0	$353,508 ▼	-100.0%	0	0.0%	Finance
WTM White Mountains Insurance Group	$0	$349,417 ▼	-100.0%	0	0.0%	Finance
PG Procter & Gamble	$0	$312,799 ▼	-100.0%	0	0.0%	Consumer Staples
PFE Pfizer	$0	$288,908 ▼	-100.0%	0	0.0%	Medical
PH Parker-Hannifin	$0	$271,683 ▼	-100.0%	0	0.0%	Industrial Products
STWD Starwood Property Trust	$0	$269,016 ▼	-100.0%	0	0.0%	Finance
AMPLIFY CYBERSECURITY ETF	$0	$259,464 ▼	-100.0%	0	0.0%	ETF
TJX TJX Companies	$0	$252,711 ▼	-100.0%	0	0.0%	Retail/Wholesale
ADBE Adobe	$0	$244,392 ▼	-100.0%	0	0.0%	Computer and Technology
EMXC iShares MSCI Emerging Markets ex China ETF	$0	$232,218 ▼	-100.0%	0	0.0%	Manufacturing
AMAT Applied Materials	$0	$226,296 ▼	-100.0%	0	0.0%	Computer and Technology
CL Colgate-Palmolive	$0	$211,772 ▼	-100.0%	0	0.0%	Consumer Staples
NSC Norfolk Southern	$0	$211,225 ▼	-100.0%	0	0.0%	Transportation
TGT Target	$0	$204,021 ▼	-100.0%	0	0.0%	Retail/Wholesale
STEW SRH Total Return Fund	$0	$192,886 ▼	-100.0%	0	0.0%	Finance

Showing largest 100 holdings. View all holdings.

More Institutional Buying and Selling Information

SEC Filings and Trading Data

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Hudson Value Partners, LLC Top Holdings and 13F Report (2025)

About Hudson Value Partners, LLC

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Sector Allocation Over Time

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

Best-in-Class Portfolio Monitoring

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Hudson Value Partners, LLC Top Holdings and 13F Report (2025)

About Hudson Value Partners, LLC

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Sector Allocation Over Time

Map of 500 Largest Holdings ofHudson Value Partners, LLC

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

MarketBeat All Access Features

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools