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

About Hudson Value Partners, LLC

Investment Activity

Hudson Value Partners, LLC has $289.83 million in total holdings as of June 30, 2025.
Hudson Value Partners, LLC owns shares of 109 different stocks, but just 38 companies or ETFs make up 80% of its holdings.
Approximately 6.41% of the portfolio was purchased this quarter.
About 5.39% of the portfolio was sold this quarter.
This quarter, Hudson Value Partners, LLC has purchased 100 new stocks and bought additional shares in 31 stocks.
Hudson Value Partners, LLC sold shares of 39 stocks and completely divested from 6 stocks this quarter.

Largest Holdings

Berkshire Hathaway: $21,014,318
Microsoft: $15,288,394
Apple: $13,823,963
Alphabet: $13,257,783
Visa: $8,288,287

Largest New Holdings this Quarter

883556102 - Thermo Fisher Scientific: $3,753,749 Holding
82846H405 - QXO INC COM NEW: $1,627,562 Holding
464286400 - iShares MSCI Brazil ETF: $851,878 Holding
595112103 - Micron Technology: $689,584 Holding
009066101 - Airbnb: $491,114 Holding

Largest Purchases this Quarter

Thermo Fisher Scientific: 9,258 shares (about $3.75M)
QXO INC COM NEW: 75,560 shares (about $1.63M)
ASML: 1,946 shares (about $1.56M)
Amgen: 4,027 shares (about $1.12M)
iShares MSCI Brazil ETF: 29,528 shares (about $851.88K)

Largest Sales this Quarter

Vanguard Total Stock Market ETF: 6,596 shares (about $2.00M)
Merck & Co., Inc.: 21,628 shares (about $1.71M)
Costco Wholesale: 1,148 shares (about $1.14M)
Microsoft: 1,654 shares (about $822.72K)
Home Depot: 2,176 shares (about $797.81K)

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
BRK.B Berkshire Hathaway	$21,014,318	$409,988 ▲	2.0%	43,260	7.3%	Finance
MSFT Microsoft	$15,288,394	$822,716 ▼	-5.1%	30,736	5.3%	Computer and Technology
AAPL Apple	$13,823,963	$463,890 ▼	-3.2%	67,378	4.8%	Computer and Technology
GOOGL Alphabet	$13,257,783	$176,406 ▲	1.3%	75,230	4.6%	Computer and Technology
V Visa	$8,288,287	$78,466 ▲	1.0%	23,344	2.9%	Business Services
COST Costco Wholesale	$8,027,423	$1,136,451 ▼	-12.4%	8,109	2.8%	Retail/Wholesale
NVDA NVIDIA	$7,894,644	$634,491 ▲	8.7%	49,969	2.7%	Computer and Technology
BLDR Builders FirstSource	$7,046,442	$158,115 ▲	2.3%	60,386	2.4%	Retail/Wholesale
MKL Markel Group	$6,943,122	$375,520 ▲	5.7%	3,476	2.4%	Multi-Sector Conglomerates
ASML ASML	$6,065,721	$1,559,505 ▲	34.6%	7,569	2.1%	Computer and Technology
MDU MDU Resources Group	$5,819,864	$94,902 ▲	1.7%	349,122	2.0%	Utilities
GLW Corning	$5,743,301	$34,972 ▲	0.6%	109,209	2.0%	Computer and Technology
GOOG Alphabet	$5,731,648	$60,667 ▼	-1.0%	32,311	2.0%	Computer and Technology
AMGN Amgen	$5,528,079	$1,124,379 ▲	25.5%	19,799	1.9%	Medical
ESAB ESAB	$5,513,595	$124,528 ▲	2.3%	45,737	1.9%	Industrials
DELL Dell Technologies	$5,418,920	$82,019 ▼	-1.5%	44,200	1.9%	Computer and Technology
VTI Vanguard Total Stock Market ETF	$5,388,590	$2,004,689 ▼	-27.1%	17,730	1.9%	ETF
QCOM QUALCOMM	$5,167,350	$138,875 ▼	-2.6%	32,446	1.8%	Computer and Technology
JNJ Johnson & Johnson	$5,151,036	$702,956 ▼	-12.0%	33,722	1.8%	Medical
EVERUS CONSTR GROUP COM	$5,105,361	$85,575 ▲	1.7%	80,361	1.8%	Stock
JPM JPMorgan Chase & Co.	$5,089,950	$640,701 ▲	14.4%	17,557	1.8%	Finance
FNF Fidelity National Financial	$5,069,506	$76,578 ▲	1.5%	90,430	1.7%	Finance
FNV Franco-Nevada	$5,037,589	$128,841 ▼	-2.5%	30,732	1.7%	Basic Materials
MRK Merck & Co., Inc.	$4,882,826	$1,712,072 ▼	-26.0%	61,683	1.7%	Medical
AMENTUM HOLDINGS INC COM	$4,384,395	$60,961 ▼	-1.4%	185,701	1.5%	Stock
BATRA Atlanta Braves	$4,325,608	$29,329 ▲	0.7%	87,901	1.5%	Consumer Discretionary
KNF Knife River	$4,322,267	$20,737 ▲	0.5%	52,943	1.5%	Construction
ZBRA Zebra Technologies	$4,264,927	$151,405 ▲	3.7%	13,831	1.5%	Industrials
AMZN Amazon.com	$4,051,914	$113,205 ▲	2.9%	18,469	1.4%	Retail/Wholesale
MCD McDonald's	$3,779,511	$58,142 ▲	1.6%	12,936	1.3%	Retail/Wholesale
TMO Thermo Fisher Scientific	$3,753,749	$3,753,749 ▲	New Holding	9,258	1.3%	Medical
CP Canadian Pacific Kansas City	$3,735,957	$440,471 ▲	13.4%	47,116	1.3%	Transportation
DE Deere & Company	$3,457,732	$123,563 ▲	3.7%	6,800	1.2%	Industrials
WMT Walmart	$3,289,710	$404,418 ▼	-10.9%	33,644	1.1%	Retail/Wholesale
XLK Technology Select Sector SPDR Fund	$3,111,454	$322,870 ▼	-9.4%	12,287	1.1%	ETF
CRWD CrowdStrike	$2,544,003	$267,388 ▼	-9.5%	4,995	0.9%	Computer and Technology
UBER Uber Technologies	$2,517,514	$37,133 ▲	1.5%	26,983	0.9%	Computer and Technology
NFLX Netflix	$2,468,017	$171,409 ▼	-6.5%	1,843	0.9%	Consumer Discretionary
META Meta Platforms	$2,467,435	$519,615 ▲	26.7%	3,343	0.9%	Computer and Technology
XLC Communication Services Select Sector SPDR Fund	$2,154,012	$836,447 ▲	63.5%	19,847	0.7%	ETF
HD Home Depot	$2,029,352	$797,808 ▼	-28.2%	5,535	0.7%	Retail/Wholesale
LLY Eli Lilly and Company	$1,909,069	$19,488 ▼	-1.0%	2,449	0.7%	Medical
GVIP Goldman Sachs Hedge Industry VIP ETF	$1,835,361	$390,900 ▲	27.1%	13,264	0.6%	ETF
URI United Rentals	$1,678,575		0.0%	2,228	0.6%	Construction
QXO INC COM NEW	$1,627,562	$1,627,562 ▲	New Holding	75,560	0.6%	Stock
SPY SPDR S&P 500 ETF Trust	$1,597,142	$27,803 ▲	1.8%	2,585	0.6%	Finance
AMD Advanced Micro Devices	$1,591,409		0.0%	11,215	0.5%	Computer and Technology
BKNG Booking	$1,539,938	$86,839 ▼	-5.3%	266	0.5%	Retail/Wholesale
ABT Abbott Laboratories	$1,467,412		0.0%	10,789	0.5%	Medical
EMR Emerson Electric	$1,448,630		0.0%	10,865	0.5%	Industrials
NOW ServiceNow	$1,393,048		0.0%	1,355	0.5%	Computer and Technology
MLM Martin Marietta Materials	$1,306,525	$2,745 ▼	-0.2%	2,380	0.5%	Construction
KO CocaCola	$1,287,013	$19,456 ▼	-1.5%	18,191	0.4%	Consumer Staples
MAR Marriott International	$1,208,954		0.0%	4,425	0.4%	Consumer Discretionary
VHT Vanguard Health Care ETF	$1,188,632	$66,559 ▼	-5.3%	4,786	0.4%	ETF
ET Energy Transfer	$1,174,371		0.0%	64,775	0.4%	Energy
GTLS Chart Industries	$1,109,741		0.0%	6,740	0.4%	Industrials
KKR KKR & Co. Inc.	$1,042,290		0.0%	7,835	0.4%	Finance
FDX FedEx	$1,018,576		0.0%	4,481	0.4%	Transportation
DIS Walt Disney	$997,288	$154,764 ▼	-13.4%	8,042	0.3%	Consumer Discretionary
ADP Automatic Data Processing	$940,620		0.0%	3,050	0.3%	Computer and Technology
QQQ Invesco QQQ	$924,549	$15,998 ▲	1.8%	1,676	0.3%	Finance
CM Canadian Imperial Bank of Commerce	$891,183		0.0%	12,582	0.3%	Finance
SMH VanEck Semiconductor ETF	$859,581	$28,448 ▼	-3.2%	3,082	0.3%	Manufacturing
NVT nVent Electric	$855,194	$109,875 ▼	-11.4%	11,675	0.3%	Computer and Technology
EWZ iShares MSCI Brazil ETF	$851,878	$851,878 ▲	New Holding	29,528	0.3%	ETF
XLI Industrial Select Sector SPDR Fund	$844,402	$45,141 ▼	-5.1%	5,724	0.3%	ETF
AVGO Broadcom	$840,733	$5,513 ▼	-0.7%	3,050	0.3%	Computer and Technology
ZS Zscaler	$760,991	$3,767 ▲	0.5%	2,424	0.3%	Computer and Technology
IAI iShares U.S. Broker-Dealers & Securities Exchanges ETF	$751,962	$7,442 ▼	-1.0%	4,446	0.3%	ETF
DHR Danaher	$718,058	$265,099 ▼	-27.0%	3,635	0.2%	Medical
BITWISE BITCOIN ETF TRUST	$696,818	$22,675 ▼	-3.2%	11,893	0.2%	ETF
DXCM DexCom	$696,574	$134,427 ▼	-16.2%	7,980	0.2%	Medical
NUVEEN CHURCHILL DIRECT LENDIN COM SHS	$695,425		0.0%	42,954	0.2%	CEF
MU Micron Technology	$689,584	$689,584 ▲	New Holding	5,595	0.2%	Computer and Technology
XOM Exxon Mobil	$689,381		0.0%	6,395	0.2%	Energy
GDX VanEck Gold Miners ETF	$676,823	$135,094 ▲	24.9%	13,001	0.2%	ETF
RSP Invesco S&P 500 Equal Weight ETF	$666,986	$363 ▲	0.1%	3,670	0.2%	ETF
PEP PepsiCo	$636,433	$85,826 ▼	-11.9%	4,820	0.2%	Consumer Staples
DUK Duke Energy	$594,720		0.0%	5,040	0.2%	Utilities
BA Boeing	$590,875		0.0%	2,820	0.2%	Aerospace
CVX Chevron	$510,472	$132,880 ▼	-20.7%	3,565	0.2%	Energy
ABNB Airbnb	$491,114	$491,114 ▲	New Holding	3,711	0.2%	Consumer Discretionary
XLE Energy Select Sector SPDR Fund	$486,385	$20,778 ▼	-4.1%	5,735	0.2%	ETF
SNAP Snap	$460,188	$250,159 ▲	119.1%	52,956	0.2%	Computer and Technology
VOO Vanguard S&P 500 ETF	$452,152	$420,910 ▼	-48.2%	796	0.2%	ETF
CORE NATURAL RESOURCES INC COM SHS	$448,707	$448,707 ▲	New Holding	6,434	0.2%	Stock
PG Procter & Gamble	$406,266		0.0%	2,550	0.1%	Consumer Staples
REGN Regeneron Pharmaceuticals	$398,475	$398,475 ▲	New Holding	759	0.1%	Medical
WTM White Mountains Insurance Group	$369,918		0.0%	206	0.1%	Finance
IBM International Business Machines	$349,314	$295 ▼	-0.1%	1,185	0.1%	Computer and Technology
AMPLIFY CYBERSECURITY ETF	$328,206		0.0%	3,800	0.1%	ETF
PPG PPG Industries	$320,093	$7,963 ▼	-2.4%	2,814	0.1%	Basic Materials
PH Parker-Hannifin	$301,041		0.0%	431	0.1%	Industrials
EPD Enterprise Products Partners	$292,517		0.0%	9,433	0.1%	Energy
AZTA Azenta	$242,239	$57,251 ▼	-19.1%	7,870	0.1%	Medical
EMXC iShares MSCI Emerging Markets ex China ETF	$239,932		0.0%	3,800	0.1%	Manufacturing
TSLA Tesla	$239,057	$546,688 ▼	-69.6%	753	0.1%	Auto/Tires/Trucks
TJX TJX Companies	$238,583		0.0%	1,932	0.1%	Retail/Wholesale
NVIDIA CORPORATION COM	$236,985	$236,985 ▲	New Holding	1,500	0.1%	Option

Showing largest 100 holdings. View all holdings.

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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

Largest Sales 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

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools

About MarketBeat

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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

Largest Sales 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