Hudson Value Partners, LLC Top Holdings and 13F Report (2024) → Must-See: Elon’s New Invention is Absolutely Insane (From InvestorPlace) (Ad) About Hudson Value Partners, LLCInvestment ActivityHudson Value Partners, LLC has $235.41 million in total holdings as of March 31, 2024.Hudson Value Partners, LLC owns shares of 94 different stocks, but just 37 companies or ETFs make up 80% of its holdings.Approximately 8.58% of the portfolio was purchased this quarter.About 8.18% of the portfolio was sold this quarter.This quarter, Hudson Value Partners, LLC has purchased 94 new stocks and bought additional shares in 43 stocks.Hudson Value Partners, LLC sold shares of 29 stocks and completely divested from 9 stocks this quarter.Largest Holdings Berkshire Hathaway $16,569,753Builders FirstSource $11,606,642Apple $10,881,524Microsoft $10,502,433Alphabet $8,521,961 Largest New Holdings this Quarter Franco-Nevada $3,143,441 HoldingEmerson Electric $1,340,624 HoldingiShares MSCI Japan Value ETF $564,191 HoldingCommunication Services Select Sector SPDR Fund $553,472 HoldingParker-Hannifin $238,990 Holding Largest Purchases this Quarter Canadian Pacific Kansas City 39,516 shares (about $3.49M)Franco-Nevada 26,380 shares (about $3.14M)Walmart 28,073 shares (about $1.69M)Emerson Electric 11,820 shares (about $1.34M)McDonald's 4,149 shares (about $1.17M) Largest Sales this Quarter L3Harris Technologies 7,431 shares (about $1.58M)Amazon.com 2,615 shares (about $471.69K)United Rentals 592 shares (about $426.90K)FedEx 1,044 shares (about $302.49K)QUALCOMM 1,492 shares (about $252.60K) 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$16,569,753$10,513 ▼-0.1%39,4037.0%FinanceBLDRBuilders FirstSource$11,606,642$11,679 ▲0.1%55,6544.9%Retail/WholesaleAAPLApple$10,881,524$23,321 ▲0.2%63,4574.6%Computer and TechnologyMSFTMicrosoft$10,502,433$70,681 ▲0.7%24,9634.5%Computer and TechnologyGOOGLAlphabet$8,521,961$547,423 ▲6.9%56,4633.6%Computer and TechnologyJNJJohnson & Johnson$6,230,788$696,511 ▲12.6%39,3882.6%MedicalMRKMerck & Co., Inc.$5,863,330$6,993 ▼-0.1%44,4362.5%MedicalVVisa$5,785,049$20,373 ▲0.4%20,7292.5%Business ServicesCVXChevron$5,740,790$14,985 ▲0.3%36,3942.4%Oils/EnergyDHRDanaher$5,720,835$59,933 ▲1.1%22,9092.4%Multi-Sector ConglomeratesCOSTCostco Wholesale$5,501,319$21,246 ▲0.4%7,5092.3%Retail/WholesaleQCOMQUALCOMM$5,320,422$252,596 ▼-4.5%31,4262.3%Computer and TechnologyMDUMDU Resources Group$5,312,362$19,706 ▲0.4%210,8082.3%UtilitiesESABESAB$5,066,317$30,960 ▲0.6%45,8202.2%Industrial ProductsGOOGAlphabet$5,059,600$27,407 ▼-0.5%33,2302.1%Computer and TechnologyCPCanadian Pacific Kansas City$4,763,258$3,487,778 ▲273.4%53,9672.0%TransportationFNFFidelity National Financial$4,712,519$14,072 ▼-0.3%88,7482.0%FinanceMKLMarkel Group$4,448,808$62,381 ▲1.4%2,9241.9%Multi-Sector ConglomeratesZBRAZebra Technologies$4,305,769$473,261 ▲12.3%14,2841.8%Industrial ProductsAMGNAmgen$4,153,915$363,930 ▲9.6%14,6101.8%MedicalKNFKnife River$3,917,948$29,189 ▲0.8%48,3221.7%ConstructionVTIVanguard Total Stock Market ETF$3,690,666$805,189 ▲27.9%14,2001.6%ETFHDHome Depot$3,658,010$79,789 ▲2.2%9,5361.6%Retail/WholesaleMCDMcDonald's$3,636,873$1,169,811 ▲47.4%12,8991.5%Retail/WholesaleGLWCorning$3,483,378$326,073 ▲10.3%105,6851.5%Computer and TechnologyDEDeere & Company$3,347,531$90,363 ▲2.8%8,1501.4%Industrial ProductsNVDANVIDIA$3,312,451$126,498 ▲4.0%3,6661.4%Computer and TechnologyJPMJPMorgan Chase & Co.$3,298,741$372,558 ▲12.7%16,4691.4%FinanceCHENIERE ENERGY INC COM NEW$3,198,666$690,762 ▲27.5%19,8331.4%StockAMZNAmazon.com$3,186,593$471,694 ▼-12.9%17,6661.4%Consumer CyclicalAZTAAzenta$3,185,617$48,525 ▼-1.5%52,8471.4%MedicalFNVFranco-Nevada$3,143,441$3,143,441 ▲New Holding26,3801.3%Basic MaterialsWMTWalmart$2,609,272$1,689,152 ▲183.6%43,3651.1%Retail/WholesaleAMDAdvanced Micro Devices$2,607,539$151,070 ▲6.1%14,4471.1%Computer and TechnologySSNCSS&C Technologies$2,514,035$12,874 ▼-0.5%39,0561.1%Computer and TechnologyMKSIMKS Instruments$2,115,631$1,330 ▼-0.1%15,9070.9%Computer and TechnologyXLKTechnology Select Sector SPDR Fund$2,081,859$136,208 ▲7.0%9,9960.9%ETFDISWalt Disney$2,011,4760.0%16,4390.9%Consumer DiscretionaryUBERUber Technologies$1,735,355$33,491 ▼-1.9%22,5400.7%Computer and TechnologyMLMMartin Marietta Materials$1,734,381$131,997 ▼-7.1%2,8250.7%ConstructionURIUnited Rentals$1,700,377$426,897 ▼-20.1%2,3580.7%ConstructionNFLXNetflix$1,625,215$170,052 ▼-9.5%2,6760.7%Consumer DiscretionaryBKNGBooking$1,418,501$50,790 ▼-3.5%3910.6%Retail/WholesaleWDAYWorkday$1,407,390$6,819 ▲0.5%5,1600.6%Computer and TechnologyFDXFedEx$1,373,657$302,488 ▼-18.0%4,7410.6%TransportationCRWDCrowdStrike$1,371,484$610,083 ▲80.1%4,2780.6%Computer and TechnologyEMREmerson Electric$1,340,624$1,340,624 ▲New Holding11,8200.6%Industrial ProductsDXCMDexCom$1,325,972$1,387 ▲0.1%9,5600.6%MedicalMARMarriott International$1,305,704$94,616 ▼-6.8%5,1750.6%Consumer DiscretionaryKOCoca-Cola$1,294,3240.0%21,1560.5%Consumer StaplesVHTVanguard Health Care ETF$1,288,462$248,062 ▼-16.1%4,7630.5%ETFSPYSPDR S&P 500 ETF Trust$1,223,984$180,459 ▼-12.8%2,3400.5%FinanceABTAbbott Laboratories$1,201,8410.0%10,5740.5%MedicalGVIPGoldman Sachs Hedge Industry VIP ETF$1,170,930$106,319 ▲10.0%10,7160.5%ETFLHXL3Harris Technologies$1,161,395$1,583,546 ▼-57.7%5,4500.5%AerospaceLLYEli Lilly and Company$1,100,813$17,893 ▼-1.6%1,4150.5%MedicalVBRVanguard Small-Cap Value ETF$1,091,289$106,884 ▲10.9%5,6870.5%ETFPEPPepsiCo$1,089,437$194,961 ▼-15.2%6,2250.5%Consumer StaplesMOATVanEck Morningstar Wide Moat ETF$1,077,188$115,792 ▲12.0%11,9820.5%ETFBABoeing$899,333$1,930 ▼-0.2%4,6600.4%AerospaceVOOVanguard S&P 500 ETF$797,962$3,365 ▼-0.4%1,6600.3%ETFXOMExxon Mobil$766,603$46,496 ▲6.5%6,5950.3%Oils/EnergyXLEEnergy Select Sector SPDR Fund$760,001$944 ▲0.1%8,0500.3%ETFELEstée Lauder Companies$758,418$38,538 ▼-4.8%4,9200.3%Consumer StaplesQQQInvesco QQQ$718,852$71,042 ▼-9.0%1,6190.3%FinanceTSLATesla$690,855$517,350 ▲298.2%3,9300.3%Auto/Tires/TrucksADPAutomatic Data Processing$624,3500.0%2,5000.3%Business ServicesCMCSAComcast$612,8390.0%14,1370.3%Communication ServicesXLIIndustrial Select Sector SPDR Fund$594,815$49,379 ▲9.1%4,7220.3%ETFEWJViShares MSCI Japan Value ETF$564,191$564,191 ▲New Holding16,9780.2%ManufacturingXLCCommunication Services Select Sector SPDR Fund$553,472$553,472 ▲New Holding6,7780.2%ETFUNHUnitedHealth Group$544,665$67,279 ▲14.1%1,1010.2%MedicalEWLiShares MSCI Switzerland ETF$534,681$85,536 ▲19.0%11,2330.2%ETFNOCNorthrop Grumman$514,5600.0%1,0750.2%AerospaceSLBSchlumberger$482,876$143,383 ▼-22.9%8,8100.2%Oils/EnergyZSZscaler$479,071$6,164 ▲1.3%2,4870.2%Computer and TechnologyRSPInvesco S&P 500 Equal Weight ETF$422,917$90,952 ▲27.4%2,4970.2%ETFPPGPPG Industries$417,8920.0%2,8840.2%Basic MaterialsHONHoneywell International$416,658$73,890 ▲21.6%2,0300.2%Multi-Sector ConglomeratesAVGOBroadcom$408,226$10,603 ▲2.7%3080.2%Computer and TechnologyEPDEnterprise Products Partners$380,040$78,786 ▼-17.2%13,0240.2%EnergyWTMWhite Mountains Insurance Group$369,6260.0%2060.2%FinanceALLAllstate$322,491$5,190 ▼-1.6%1,8640.1%FinanceSTWDStarwood Property Trust$299,3590.0%14,7250.1%FinancePFEPfizer$283,078$45,926 ▼-14.0%10,2010.1%MedicalIPORenaissance IPO ETF$250,5730.0%6,0350.1%ETFDUKDuke Energy$244,1930.0%2,5250.1%UtilitiesPHParker-Hannifin$238,990$238,990 ▲New Holding4300.1%Industrial ProductsPGProcter & Gamble$236,2360.0%1,4560.1%Consumer StaplesTGTTarget$231,968$231,968 ▲New Holding1,3090.1%Retail/WholesaleAMATApplied Materials$230,978$230,978 ▲New Holding1,1200.1%Computer and TechnologySMCISuper Micro Computer$227,257$227,257 ▲New Holding2250.1%Computer and TechnologyNSCNorfolk Southern$216,6400.0%8500.1%TransportationVOVanguard Mid-Cap ETF$205,385$205,385 ▲New Holding8220.1%ETFCECelanese$0$3,583,609 ▼-100.0%00.0%Basic MaterialsAPDAir Products and Chemicals$0$3,324,753 ▼-100.0%00.0%Basic MaterialsCVSCVS Health$0$3,044,066 ▼-100.0%00.0%Retail/WholesaleCMECME Group$0$2,376,200 ▼-100.0%00.0%FinanceNXPINXP Semiconductors$0$970,398 ▼-100.0%00.0%Computer and TechnologyGUNRFlexShares Global Upstream Natural Resources Index Fund$0$661,711 ▼-100.0%00.0%ETFShowing largest 100 holdings. 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