Hudson Value Partners, LLC Top Holdings and 13F Report (2026) About Hudson Value Partners, LLCInvestment ActivityHudson Value Partners, LLC has $398.50 million in total holdings as of June 30, 2026.Hudson Value Partners, LLC owns shares of 113 different stocks, but just 36 companies or ETFs make up 80% of its holdings.Approximately 6.83% of the portfolio was purchased this quarter.About 5.71% of the portfolio was sold this quarter.This quarter, Hudson Value Partners, LLC has purchased 101 new stocks and bought additional shares in 39 stocks.Hudson Value Partners, LLC sold shares of 40 stocks and completely divested from 5 stocks this quarter.Largest Holdings Alphabet $25,713,840Berkshire Hathaway $23,504,181Corning $20,085,490Apple $17,876,439Microsoft $14,252,929 Largest New Holdings this Quarter 381430529 - Goldman Sachs Access Treasury 0-1 Year ETF $2,005,504 Holding042735100 - Arrow Electronics $946,900 Holding559222401 - Magna International $608,865 Holding172967424 - Citigroup $599,729 Holding37045V100 - General Motors $441,977 Holding Largest Purchases this Quarter Goldman Sachs Access Treasury 0-1 Year ETF 20,023 shares (about $2.01M)QXO INC COM NEW 100,856 shares (about $1.74M)Thermo Fisher Scientific 3,317 shares (about $1.66M)VANGUARD 0-3 MONTH TREASURY BILL ETF 21,426 shares (about $1.62M)Vanguard Total Stock Market ETF 4,374 shares (about $1.62M) Largest Sales this Quarter Dell Technologies 14,605 shares (about $6.30M)Advanced Micro Devices 4,802 shares (about $2.79M)Corning 9,331 shares (about $2.38M)ASML 398 shares (about $791.87K)Alphabet 1,970 shares (about $704.03K) 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 PortfolioSectorGOOGLAlphabet$25,713,840$704,029 â–¼-2.7%71,9526.5%Computer and TechnologyBRK.BBerkshire Hathaway$23,504,181$549,437 â–²2.4%46,9715.9%FinanceGLWCorning$20,085,490$2,383,418 â–¼-10.6%78,6345.0%Computer and TechnologyAAPLApple$17,876,439$459,505 â–¼-2.5%61,7794.5%Computer and TechnologyMSFTMicrosoft$14,252,929$1,015,375 â–²7.7%38,2093.6%Computer and TechnologyDELLDell Technologies$12,988,672$6,301,473 â–¼-32.7%30,1043.3%Computer and TechnologyASMLASML$12,667,891$791,868 â–¼-5.9%6,3673.2%Computer and TechnologyEVERUS CONSTR GROUP COM$12,369,734$377,873 â–¼-3.0%74,5383.1%StockVTIVanguard Total Stock Market ETF$10,034,363$1,618,613 â–²19.2%27,1162.5%ETFJNJJohnson & Johnson$9,828,175$773,342 â–²8.5%38,6982.5%MedicalNVDANVIDIA$9,806,399$916,230 â–²10.3%49,0092.5%Computer and TechnologyGOOGAlphabet$8,992,602$465,336 â–¼-4.9%25,4512.3%Computer and TechnologyVVisa$8,543,963$370,895 â–²4.5%24,9022.1%Business ServicesTMOThermo Fisher Scientific$8,349,386$1,663,059 â–²24.9%16,6532.1%MedicalMKLMarkel Group$7,694,963$738,248 â–²10.6%3,9401.9%Multi-Sector ConglomeratesAMGNAmgen$7,666,613$307,447 â–²4.2%21,1711.9%MedicalMDUMDU Resources Group$7,382,641$55,994 â–¼-0.8%348,0731.9%UtilitiesMRKMerck & Co., Inc.$7,380,943$225,904 â–¼-3.0%57,4391.9%MedicalFNVFranco-Nevada$7,001,368$60,240 â–¼-0.9%33,5891.8%Basic MaterialsESABESAB$6,482,913$1,076,557 â–²19.9%65,7291.6%IndustrialsCOSTCostco Wholesale$6,422,937$104,773 â–¼-1.6%6,8661.6%Retail/WholesaleQCOMQualcomm$6,360,125$344,450 â–²5.7%34,4181.6%Computer and TechnologyAMDAdvanced Micro Devices$6,152,418$2,789,530 â–¼-31.2%10,5911.5%Computer and TechnologyOKEONEOK$5,898,275$286,207 â–²5.1%67,8431.5%EnergyDEDeere & Company$5,791,556$490,348 â–²9.2%9,1301.5%IndustrialsJPMJPMorgan Chase & Co.$5,726,966$462,517 â–²8.8%17,4961.4%FinanceBLDRBuilders FirstSource$5,449,712$502,880 â–²10.2%60,9041.4%Retail/WholesaleBATRAAtlanta Braves$5,445,340$367,426 â–²7.2%96,7021.4%Consumer DiscretionaryAMENTUM HOLDINGS INC COM$5,171,326$956,505 â–²22.7%250,1851.3%StockFNFFidelity National Financial$4,739,066$134,359 â–¼-2.8%100,4891.2%FinanceKNFKnife River$4,652,526$7,863 â–²0.2%55,6181.2%ConstructionGVIPGoldman Sachs Hedge Industry VIP ETF$4,559,722$1,511,919 â–²49.6%24,1631.1%ETFXLKTechnology Select Sector SPDR Fund$4,469,666$20,958 â–²0.5%23,4601.1%ETFCPCanadian Pacific Kansas City$4,336,347$142,063 â–²3.4%50,0291.1%TransportationMCDMcDonald's$4,268,301$773,646 â–²22.1%15,7901.1%Retail/WholesaleAMZNAmazon.com$3,985,521$211,169 â–¼-5.0%16,7221.0%Retail/WholesaleMETAMeta Platforms$3,846,707$89,000 â–¼-2.3%6,8291.0%Computer and TechnologyCRWDCrowdStrike$3,815,700$15,263 â–¼-0.4%5,0001.0%Computer and TechnologyQXO INC COM NEW$3,732,447$1,742,792 â–²87.6%215,9980.9%StockWALMART INC COM$3,595,439$25,484 â–¼-0.7%31,7450.9%StockLLYEli Lilly and Company$3,102,925$16,792 â–¼-0.5%2,5870.8%MedicalBABAAlibaba Group$2,816,498$550,073 â–²24.3%29,3440.7%Retail/WholesaleDFSVDimensional US Small Cap Value ETF$2,614,735$24,709 â–²1.0%67,4070.7%ETFURIUnited Rentals$2,189,876$11,329 â–¼-0.5%1,9330.5%ConstructionGBILGoldman Sachs Access Treasury 0-1 Year ETF$2,005,504$2,005,504 â–²New Holding20,0230.5%ETFVANGUARD 0-3 MONTH TREASURY BILL ETF$1,875,614$1,621,551 â–²638.2%24,7830.5%ETFFDXFedEx$1,808,639$445,271 â–²32.7%5,7760.5%TransportationNVTnVent Electric$1,707,973$255,263 â–¼-13.0%10,0700.4%Computer and TechnologySPYSPDR S&P 500 ETF Trust$1,672,018$11,202 â–²0.7%2,2390.4%FinanceNOWServiceNow$1,630,1780.0%16,4200.4%Computer and TechnologyMARMarriott International$1,615,772$14,824 â–¼-0.9%4,3600.4%Consumer DiscretionaryEMREmerson Electric$1,545,304$7,157 â–¼-0.5%10,7950.4%IndustrialsUBERUber Technologies$1,527,266$477,771 â–¼-23.8%21,1650.4%Computer and TechnologyCMCanadian Imperial Bank of Commerce$1,368,500$78,430 â–¼-5.4%11,9000.3%FinanceXLIIndustrial Select Sector SPDR Fund$1,337,777$16,671 â–²1.3%7,2220.3%ETFMLMMartin Marietta Materials$1,309,109$2,884 â–¼-0.2%2,2700.3%ConstructionETEnergy Transfer$1,286,298$19,120 â–¼-1.5%67,2750.3%EnergyNFLXNetflix$1,271,634$17,850 â–¼-1.4%17,8100.3%Consumer DiscretionaryKOCocaCola$1,256,841$202,200 â–¼-13.9%15,4650.3%Consumer StaplesVHTVanguard Health Care ETF$1,241,538$24,221 â–²2.0%4,1520.3%ETFRSPInvesco S&P 500 Equal Weight ETF$1,179,597$411,710 â–²53.6%5,5440.3%ETFCVXChevron$1,150,374$590,934 â–²105.6%6,9400.3%EnergyEWZiShares MSCI Brazil ETF$1,135,185$31,120 â–²2.8%32,9030.3%ETFQQQInvesco QQQ$1,070,726$64,067 â–²6.4%1,4540.3%FinanceKWEBKraneShares CSI China Internet ETF$955,035$50,189 â–¼-5.0%39,0280.2%ManufacturingARWArrow Electronics$946,900$946,900 â–²New Holding4,4370.2%Computer and TechnologyKKRKKR & Co. Inc.$886,136$39,007 â–²4.6%9,6550.2%FinanceAVGOBroadcom$849,9380.0%2,2500.2%Computer and TechnologyAMATApplied Materials$788,070$21,690 â–¼-2.7%1,0900.2%Computer and TechnologyHDHome Depot$734,280$21,866 â–¼-2.9%2,0820.2%Retail/WholesaleJPIEJPMorgan Income ETF$705,706$31,730 â–²4.7%15,3240.2%ETFDISWalt Disney$677,504$113,094 â–¼-14.3%7,0390.2%Consumer DiscretionaryGDXVanEck Gold Miners ETF$645,015$25,958 â–²4.2%8,5480.2%ETFPEPPepsiCo$643,827$8,801 â–¼-1.3%4,7550.2%Consumer StaplesXOMExxonMobil$642,5840.0%4,7000.2%EnergyXLEEnergy Select Sector SPDR Fund$609,172$10,622 â–¼-1.7%11,4700.2%ETFMGAMagna International$608,865$608,865 â–²New Holding9,2730.2%Auto/Tires/TrucksBABoeing$608,281$2,165 â–¼-0.4%2,8100.2%AerospaceCCitigroup$599,729$599,729 â–²New Holding4,2850.2%Financial ServicesIWRiShares Russell Mid-Cap ETF$582,4900.0%5,2800.1%ETFADPAutomatic Data Processing$559,875$123,173 â–¼-18.0%2,5000.1%Computer and TechnologyCATCaterpillar$535,645$3,195 â–²0.6%5030.1%IndustrialsVOOVanguard S&P 500 ETF$523,349$20,604 â–¼-3.8%7620.1%ETFNUVEEN CHURCHILL DIRECT LENDIN COM SHS$468,4820.0%37,7200.1%CEFLDOSLeidos$464,910$464,395 â–¼-50.0%4,5150.1%Computer and TechnologyGMGeneral Motors$441,977$441,977 â–²New Holding5,7340.1%Auto/Tires/TrucksWTMWhite Mountains Insurance Group$427,1180.0%2060.1%FinanceAMPLIFY CYBERSECURITY ETF$398,7340.0%3,8000.1%ETFCSCOCisco Systems$393,726$2,232 â–²0.6%3,3520.1%Computer and TechnologyZSZscaler$393,3850.0%2,7870.1%Computer and TechnologyDTMDT Midstream$389,0080.0%2,6510.1%EnergyEMXCiShares MSCI Emerging Markets ex China ETF$388,7400.0%3,8000.1%ManufacturingPHParker-Hannifin$376,5760.0%3850.1%IndustrialsAKRE FOCUS ETF$355,050$24,893 â–¼-6.6%6,6750.1%ETFREGNRegeneron Pharmaceuticals$341,0760.0%5470.1%MedicalIBMInternational Business Machines$330,4220.0%1,1750.1%Computer and TechnologyTJXTJX Companies$327,2400.0%2,1600.1%Retail/WholesaleEPDEnterprise Products Partners$301,542$27,570 â–¼-8.4%8,2030.1%EnergyTRVTravelers Companies$282,5830.0%8560.1%FinanceELVElevance Health$280,379$280,379 â–²New Holding7250.1%MedicalShowing largest 100 holdings. 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