Hudson Value Partners, LLC Top Holdings and 13F Report (2025) About Hudson Value Partners, LLCInvestment ActivityHudson Value Partners, LLC has $266.10 million in total holdings as of March 31, 2025.Hudson Value Partners, LLC owns shares of 100 different stocks, but just 36 companies or ETFs make up 80% of its holdings.Approximately 98.96% of the portfolio was purchased this quarter.This quarter, Hudson Value Partners, LLC has purchased 1 new stock and bought additional shares in 1 stock.Hudson Value Partners, LLC sold shares of 0 stocks and completely divested from 0 stocks this quarter.Largest Holdings Berkshire Hathaway $22,589,687Apple $15,469,110Microsoft $12,158,882Alphabet $11,478,773Costco Wholesale $8,755,085 Largest New Holdings this Quarter 084670702 - Berkshire Hathaway $22,589,687 Holding037833100 - Apple $15,469,110 Holding594918104 - Microsoft $12,158,882 Holding02079K305 - Alphabet $11,478,773 Holding22160K105 - Costco Wholesale $8,755,085 Holding Largest Purchases this Quarter Berkshire Hathaway 42,416 shares (about $22.59M)Apple 69,639 shares (about $15.47M)Microsoft 32,390 shares (about $12.16M)Alphabet 74,229 shares (about $11.48M)Costco Wholesale 9,257 shares (about $8.76M) 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$22,589,687$22,589,687 ▲New Holding42,4168.5%FinanceAAPLApple$15,469,110$15,469,110 ▲New Holding69,6395.8%Computer and TechnologyMSFTMicrosoft$12,158,882$12,158,882 ▲New Holding32,3904.6%Computer and TechnologyGOOGLAlphabet$11,478,773$11,478,773 ▲New Holding74,2294.3%Computer and TechnologyCOSTCostco Wholesale$8,755,085$8,755,085 ▲New Holding9,2573.3%Retail/WholesaleVVisa$8,103,687$8,103,687 ▲New Holding23,1233.0%Business ServicesMRKMerck & Co., Inc.$7,477,995$7,477,995 ▲New Holding83,3112.8%MedicalBLDRBuilders FirstSource$7,375,333$7,375,333 ▲New Holding59,0312.8%Retail/WholesaleVTIVanguard Total Stock Market ETF$6,685,936$6,685,936 ▲New Holding24,3262.5%ETFJNJJohnson & Johnson$6,355,652$6,355,652 ▲New Holding38,3242.4%MedicalMKLMarkel Group$6,147,557$6,147,557 ▲New Holding3,2882.3%Multi-Sector ConglomeratesMDUMDU Resources Group$5,807,384$5,807,384 ▲New Holding343,4292.2%UtilitiesFNFFidelity National Financial$5,796,285$5,796,285 ▲New Holding89,0642.2%FinanceESABESAB$5,208,016$5,208,016 ▲New Holding44,7042.0%IndustrialsQCOMQUALCOMM$5,117,978$5,117,978 ▲New Holding33,3181.9%Computer and TechnologyGOOGAlphabet$5,101,378$5,101,378 ▲New Holding32,6531.9%Computer and TechnologyNVDANVIDIA$4,980,419$4,980,419 ▲New Holding45,9531.9%Computer and TechnologyGLWCorning$4,969,144$4,969,144 ▲New Holding108,5441.9%Computer and TechnologyFNVFranco-Nevada$4,965,976$4,965,976 ▲New Holding31,5181.9%Basic MaterialsAMGNAmgen$4,913,767$4,913,767 ▲New Holding15,7721.8%MedicalKNFKnife River$4,753,075$4,753,075 ▲New Holding52,6891.8%ConstructionDELLDell Technologies$4,089,814$4,089,814 ▲New Holding44,8691.5%Computer and TechnologyMCDMcDonald's$3,978,657$3,978,657 ▲New Holding12,7371.5%Retail/WholesaleBATRAAtlanta Braves$3,830,070$3,830,070 ▲New Holding87,3051.4%Multi-Sector ConglomeratesZBRAZebra Technologies$3,769,350$3,769,350 ▲New Holding13,3401.4%IndustrialsJPMJPMorgan Chase & Co.$3,764,619$3,764,619 ▲New Holding15,3471.4%FinanceASMLASML$3,725,968$3,725,968 ▲New Holding5,6231.4%Computer and TechnologyAMENTUM HOLDINGS INC COM$3,426,751$3,426,751 ▲New Holding188,2831.3%StockAMZNAmazon.com$3,415,738$3,415,738 ▲New Holding17,9531.3%Retail/WholesaleWMTWalmart$3,316,706$3,316,706 ▲New Holding37,7801.2%Retail/WholesaleDEDeere & Company$3,077,528$3,077,528 ▲New Holding6,5571.2%IndustrialsEVERUS CONSTR GROUP COM$2,930,639$151,995 ▲5.5%79,0141.1%StockCPCanadian Pacific Kansas City$2,916,609$2,916,609 ▲New Holding41,5611.1%TransportationHDHome Depot$2,826,004$2,826,004 ▲New Holding7,7111.1%Retail/WholesaleXLKTechnology Select Sector SPDR Fund$2,800,433$2,800,433 ▲New Holding13,5621.1%ETFLLYEli Lilly and Company$2,043,301$2,043,301 ▲New Holding2,4740.8%MedicalCRWDCrowdStrike$1,946,242$1,946,242 ▲New Holding5,5200.7%Computer and TechnologyUBERUber Technologies$1,936,983$1,936,983 ▲New Holding26,5850.7%Computer and TechnologyNFLXNetflix$1,838,017$1,838,017 ▲New Holding1,9710.7%Consumer DiscretionaryVBRVanguard Small-Cap Value ETF$1,801,872$1,801,872 ▲New Holding9,6720.7%ETFMETAMeta Platforms$1,521,014$1,521,014 ▲New Holding2,6390.6%Computer and TechnologyABTAbbott Laboratories$1,431,161$1,431,161 ▲New Holding10,7890.5%MedicalSPYSPDR S&P 500 ETF Trust$1,420,851$1,420,851 ▲New Holding2,5400.5%FinanceURIUnited Rentals$1,396,288$1,396,288 ▲New Holding2,2280.5%ConstructionVHTVanguard Health Care ETF$1,338,151$1,338,151 ▲New Holding5,0540.5%ETFKOCoca-Cola$1,322,535$1,322,535 ▲New Holding18,4660.5%Consumer StaplesBKNGBooking$1,294,542$1,294,542 ▲New Holding2810.5%Retail/WholesaleRIORio Tinto Group$1,254,711$1,254,711 ▲New Holding20,8840.5%Basic MaterialsGVIPGoldman Sachs Hedge Industry VIP ETF$1,230,566$1,230,566 ▲New Holding10,4390.5%ETFETEnergy Transfer$1,204,167$1,204,167 ▲New Holding64,7750.5%EnergyEMREmerson Electric$1,191,239$1,191,239 ▲New Holding10,8650.4%IndustrialsXLCCommunication Services Select Sector SPDR Fund$1,170,996$1,170,996 ▲New Holding12,1400.4%ETFAMDAdvanced Micro Devices$1,152,229$1,152,229 ▲New Holding11,2150.4%Computer and TechnologyMLMMartin Marietta Materials$1,140,340$1,140,340 ▲New Holding2,3850.4%ConstructionFDXFedEx$1,092,378$1,092,378 ▲New Holding4,4810.4%TransportationNOWServiceNow$1,078,770$1,078,770 ▲New Holding1,3550.4%Computer and TechnologyMARMarriott International$1,054,035$1,054,035 ▲New Holding4,4250.4%Consumer DiscretionaryDHRDanaher$1,020,285$1,020,285 ▲New Holding4,9770.4%MedicalGTLSChart Industries$972,986$972,986 ▲New Holding6,7400.4%IndustrialsADPAutomatic Data Processing$931,867$931,867 ▲New Holding3,0500.4%Business ServicesDISWalt Disney$916,923$916,923 ▲New Holding9,2900.3%Consumer DiscretionaryKKRKKR & Co. Inc.$905,804$905,804 ▲New Holding7,8350.3%FinancePEPPepsiCo$820,172$820,172 ▲New Holding5,4700.3%Consumer StaplesXLIIndustrial Select Sector SPDR Fund$790,361$790,361 ▲New Holding6,0300.3%ETFVOOVanguard S&P 500 ETF$789,880$789,880 ▲New Holding1,5370.3%ETFQQQInvesco QQQ$772,311$772,311 ▲New Holding1,6470.3%FinanceXOMExxon Mobil$760,557$760,557 ▲New Holding6,3950.3%EnergyCVXChevron$751,634$751,634 ▲New Holding4,4930.3%EnergyNUVEEN CHURCHILL DIRECT LENDIN COM SHS$729,359$729,359 ▲New Holding42,9540.3%CEFCMCanadian Imperial Bank of Commerce$708,367$708,367 ▲New Holding12,5820.3%FinanceNVTnVent Electric$690,634$690,634 ▲New Holding13,1750.3%Computer and TechnologySMHVanEck Semiconductor ETF$673,357$673,357 ▲New Holding3,1840.3%ManufacturingDXCMDexCom$650,121$650,121 ▲New Holding9,5200.2%MedicalTSLATesla$641,565$641,565 ▲New Holding2,4750.2%Auto/Tires/TrucksRSPInvesco S&P 500 Equal Weight ETF$635,408$635,408 ▲New Holding3,6680.2%ETFIAIiShares U.S. Broker-Dealers & Securities Exchanges ETF$629,143$629,143 ▲New Holding4,4900.2%ETFDUKDuke Energy$614,729$614,729 ▲New Holding5,0400.2%UtilitiesXLEEnergy Select Sector SPDR Fund$558,831$558,831 ▲New Holding5,9800.2%ETFBITWISE BITCOIN ETF TRUST$551,144$551,144 ▲New Holding12,2800.2%ETFAVGOBroadcom$514,010$514,010 ▲New Holding3,0700.2%Computer and TechnologyBABoeing$480,951$480,951 ▲New Holding2,8200.2%AerospaceZSZscaler$478,589$478,589 ▲New Holding2,4120.2%Computer and TechnologyGDXVanEck Gold Miners ETF$478,377$478,377 ▲New Holding10,4060.2%ETFPGProcter & Gamble$434,571$434,571 ▲New Holding2,5500.2%Consumer StaplesWTMWhite Mountains Insurance Group$396,717$396,717 ▲New Holding2060.1%FinanceAZTAAzenta$337,047$337,047 ▲New Holding9,7300.1%MedicalEPDEnterprise Products Partners$322,043$322,043 ▲New Holding9,4330.1%EnergyPPGPPG Industries$315,365$315,365 ▲New Holding2,8840.1%Basic MaterialsIBMInternational Business Machines$294,911$294,911 ▲New Holding1,1860.1%Computer and TechnologyIBKRInteractive Brokers Group$294,585$294,585 ▲New Holding1,7790.1%FinanceDTMDT Midstream$279,888$279,888 ▲New Holding2,9010.1%EnergyAMPLIFY CYBERSECURITY ETF$272,840$272,840 ▲New Holding3,8000.1%ETFPHParker-Hannifin$261,983$261,983 ▲New Holding4310.1%IndustrialsTJXTJX Companies$235,318$235,318 ▲New Holding1,9320.1%Retail/WholesaleABBVAbbVie$212,034$212,034 ▲New Holding1,0120.1%MedicalSTEWSRH Total Return Fund$210,588$210,588 ▲New Holding12,2080.1%FinanceSNAPSnap$210,512$210,512 ▲New Holding24,1690.1%Computer and TechnologyEMXCiShares MSCI Emerging Markets ex China ETF$209,342$209,342 ▲New Holding3,8000.1%ManufacturingBXSLBlackstone Secured Lending Fund$206,651$206,651 ▲New Holding6,3860.1%FinanceNSCNorfolk Southern$201,323$201,323 ▲New Holding8500.1%TransportationShowing 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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