Hudson Value Partners, LLC Top Holdings and 13F Report (2026)

About Hudson Value Partners, LLC

Investment Activity

Hudson Value Partners, LLC has $335.09 million in total holdings as of March 31, 2026.
Hudson Value Partners, LLC owns shares of 101 different stocks, but just 36 companies or ETFs make up 80% of its holdings.
Approximately 5.45% of the portfolio was purchased this quarter.
About 4.56% of the portfolio was sold this quarter.
This quarter, Hudson Value Partners, LLC has purchased 108 new stocks and bought additional shares in 35 stocks.
Hudson Value Partners, LLC sold shares of 41 stocks and completely divested from 13 stocks this quarter.

Largest Holdings

Berkshire Hathaway: $21,982,288
Alphabet: $21,257,007
Apple: $16,081,896
Microsoft: $13,136,056
Corning: $11,960,533

Largest New Holdings this Quarter

25434V815 - Dimensional US Small Cap Value ETF: $2,339,618 Holding
525327102 - Leidos: $1,403,568 Holding
92204A504 - Vanguard Health Care ETF: $1,108,655 Holding
74316P579 - AKRE FOCUS ETF: $377,514 Holding
922040845 - VANGUARD 0-3 MONTH TREASURY BILL ETF: $253,966 Holding

Largest Purchases this Quarter

Dimensional US Small Cap Value ETF: 66,770 shares (about $2.34M)
ONEOK: 23,035 shares (about $2.08M)
Leidos: 9,025 shares (about $1.40M)
Microsoft: 3,729 shares (about $1.38M)
Thermo Fisher Scientific: 2,713 shares (about $1.33M)

Largest Sales this Quarter

Alphabet: 4,380 shares (about $1.26M)
ASML: 936 shares (about $1.24M)
NVIDIA: 3,459 shares (about $603.25K)
VanEck Gold Miners ETF: 5,904 shares (about $541.80K)
Costco Wholesale: 429 shares (about $427.47K)

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	$21,982,288	$755,217 ▲	3.6%	45,873	6.6%	Finance
GOOGL Alphabet	$21,257,007	$31,632 ▲	0.1%	73,922	6.3%	Computer and Technology
AAPL Apple	$16,081,896	$246,937 ▼	-1.5%	63,367	4.8%	Computer and Technology
MSFT Microsoft	$13,136,056	$1,380,346 ▲	11.7%	35,487	3.9%	Computer and Technology
GLW Corning	$11,960,533	$193,212 ▼	-1.6%	87,965	3.6%	Computer and Technology
EVERUS CONSTR GROUP COM	$9,068,729	$347,213 ▼	-3.7%	76,815	2.7%	Stock
ASML ASML	$8,935,102	$1,236,254 ▼	-12.2%	6,765	2.7%	Computer and Technology
JNJ Johnson & Johnson	$8,715,106	$95,088 ▼	-1.1%	35,653	2.6%	Medical
FNV Franco-Nevada	$8,369,577	$413,315 ▲	5.2%	33,878	2.5%	Basic Materials
NVDA NVIDIA	$7,748,582	$603,249 ▼	-7.2%	44,430	2.3%	Computer and Technology
GOOG Alphabet	$7,678,668	$1,256,447 ▼	-14.1%	26,768	2.3%	Computer and Technology
DELL Dell Technologies	$7,338,103	$64,503 ▲	0.9%	44,709	2.2%	Computer and Technology
VTI Vanguard Total Stock Market ETF	$7,295,744	$152,382 ▲	2.1%	22,742	2.2%	ETF
MDU MDU Resources Group	$7,266,765	$200,300 ▲	2.8%	350,713	2.2%	Utilities
V Visa	$7,199,576	$198,569 ▲	2.8%	23,821	2.1%	Business Services
AMGN Amgen	$7,150,413	$61,575 ▲	0.9%	20,322	2.1%	Medical
MRK Merck & Co., Inc.	$7,120,782	$103,449 ▲	1.5%	59,197	2.1%	Medical
COST Costco Wholesale	$6,953,089	$427,468 ▼	-5.8%	6,978	2.1%	Retail/Wholesale
MKL Markel Group	$6,817,279	$86,125 ▲	1.3%	3,562	2.0%	Multi-Sector Conglomerates
TMO Thermo Fisher Scientific	$6,554,884	$1,333,488 ▲	25.5%	13,336	2.0%	Medical
OKE ONEOK	$5,834,764	$2,082,133 ▲	55.5%	64,551	1.7%	Energy
AMENTUM HOLDINGS INC COM	$5,317,975	$415,116 ▲	8.5%	203,910	1.6%	Stock
ESAB ESAB	$5,298,321	$458,942 ▲	9.5%	54,814	1.6%	Industrials
FNF Fidelity National Financial	$4,792,821	$98,789 ▼	-2.0%	103,338	1.4%	Finance
JPM JPMorgan Chase & Co.	$4,730,975	$305,044 ▲	6.9%	16,083	1.4%	Finance
DE Deere & Company	$4,707,364	$1,127 ▼	0.0%	8,357	1.4%	Industrials
BLDR Builders FirstSource	$4,551,522	$360,193 ▼	-7.3%	55,284	1.4%	Retail/Wholesale
KNF Knife River	$4,533,545	$97,490 ▲	2.2%	55,524	1.4%	Construction
BATRA Atlanta Braves	$4,251,841	$14,522 ▼	-0.3%	90,177	1.3%	Consumer Discretionary
QCOM Qualcomm	$4,192,318	$42,498 ▼	-1.0%	32,554	1.3%	Computer and Technology
MCD McDonald's	$4,017,928	$5,905 ▲	0.1%	12,928	1.2%	Retail/Wholesale
META Meta Platforms	$3,997,472	$447,406 ▲	12.6%	6,987	1.2%	Computer and Technology
WALMART INC COM	$3,973,232	$155,847 ▼	-3.8%	31,970	1.2%	Stock
CP Canadian Pacific Kansas City	$3,796,767	$6,512 ▲	0.2%	48,390	1.1%	Transportation
AMZN Amazon.com	$3,667,218	$106,009 ▼	-2.8%	17,608	1.1%	Retail/Wholesale
AMD Advanced Micro Devices	$3,131,398	$1,020,405 ▲	48.3%	15,393	0.9%	Computer and Technology
XLK Technology Select Sector SPDR Fund	$3,103,178	$390,190 ▼	-11.2%	23,350	0.9%	ETF
BABA Alibaba Group	$2,962,533	$34,377 ▲	1.2%	23,613	0.9%	Retail/Wholesale
XLC Communication Services Select Sector SPDR Fund	$2,858,348	$317,286 ▲	12.5%	25,783	0.9%	ETF
LLY Eli Lilly and Company	$2,392,322	$166,478 ▼	-6.5%	2,601	0.7%	Medical
GVIP Goldman Sachs Hedge Industry VIP ETF	$2,353,636	$75,632 ▲	3.3%	16,151	0.7%	ETF
DFSV Dimensional US Small Cap Value ETF	$2,339,618	$2,339,618 ▲	New Holding	66,770	0.7%	ETF
QXO INC COM NEW	$2,236,059	$299,495 ▲	15.5%	115,142	0.7%	Stock
UBER Uber Technologies	$1,998,647	$121,849 ▲	6.5%	27,786	0.6%	Computer and Technology
CRWD CrowdStrike	$1,959,858	$117,123 ▲	6.4%	5,020	0.6%	Computer and Technology
NFLX Netflix	$1,736,469		0.0%	18,060	0.5%	Consumer Discretionary
NOW ServiceNow	$1,716,711	$1,008,385 ▲	142.4%	16,420	0.5%	Computer and Technology
FDX FedEx	$1,550,808	$9,617 ▼	-0.6%	4,354	0.5%	Transportation
SPY SPDR S&P 500 ETF Trust	$1,446,356	$7,154 ▼	-0.5%	2,224	0.4%	Finance
MAR Marriott International	$1,439,108	$8,177 ▼	-0.6%	4,400	0.4%	Consumer Discretionary
EMR Emerson Electric	$1,420,912	$2,620 ▼	-0.2%	10,845	0.4%	Industrials
URI United Rentals	$1,415,592	$156,640 ▼	-10.0%	1,943	0.4%	Construction
LDOS Leidos	$1,403,568	$1,403,568 ▲	New Holding	9,025	0.4%	Computer and Technology
NVT nVent Electric	$1,369,091	$11,828 ▼	-0.9%	11,575	0.4%	Computer and Technology
KO CocaCola	$1,365,326	$18,100 ▼	-1.3%	17,953	0.4%	Consumer Staples
MLM Martin Marietta Materials	$1,339,247	$44,151 ▼	-3.2%	2,275	0.4%	Construction
ET Energy Transfer	$1,317,708	$67,550 ▲	5.4%	68,275	0.4%	Energy
EWZ iShares MSCI Brazil ETF	$1,228,509	$143,731 ▼	-10.5%	32,001	0.4%	ETF
CM Canadian Imperial Bank of Commerce	$1,192,145		0.0%	12,582	0.4%	Finance
KWEB KraneShares CSI China Internet ETF	$1,167,878	$272,019 ▲	30.4%	41,079	0.3%	Manufacturing
XLI Industrial Select Sector SPDR Fund	$1,153,475	$53,695 ▲	4.9%	7,132	0.3%	ETF
VHT Vanguard Health Care ETF	$1,108,655	$1,108,655 ▲	New Holding	4,071	0.3%	ETF
DHR Danaher	$959,945	$42,660 ▼	-4.3%	5,063	0.3%	Medical
ABT Abbott Laboratories	$918,897	$188,810 ▼	-17.0%	8,950	0.3%	Medical
KKR KKR & Co. Inc.	$853,775	$129,038 ▲	17.8%	9,230	0.3%	Finance
XOM ExxonMobil	$797,402	$292,664 ▼	-26.8%	4,700	0.2%	Energy
DIS Walt Disney	$791,665	$65,538 ▼	-7.6%	8,214	0.2%	Consumer Discretionary
QQQ Invesco QQQ	$789,005	$81,382 ▼	-9.4%	1,367	0.2%	Finance
GDX VanEck Gold Miners ETF	$752,867	$541,800 ▼	-41.8%	8,204	0.2%	ETF
PEP PepsiCo	$748,498		0.0%	4,820	0.2%	Consumer Staples
XLE Energy Select Sector SPDR Fund	$714,904		0.0%	11,670	0.2%	ETF
HD Home Depot	$705,140	$374,277 ▼	-34.7%	2,144	0.2%	Retail/Wholesale
CVX Chevron	$698,288	$39,311 ▼	-5.3%	3,375	0.2%	Energy
AVGO Broadcom	$696,398		0.0%	2,250	0.2%	Computer and Technology
RSP Invesco S&P 500 Equal Weight ETF	$692,639		0.0%	3,609	0.2%	ETF
JPIE JPMorgan Income ETF	$674,225	$308,987 ▲	84.6%	14,635	0.2%	ETF
ADP Automatic Data Processing	$619,699		0.0%	3,050	0.2%	Computer and Technology
BA Boeing	$561,265		0.0%	2,820	0.2%	Aerospace
ABNB Airbnb	$533,154	$124,386 ▲	30.4%	4,222	0.2%	Consumer Discretionary
IWR iShares Russell Mid-Cap ETF	$513,374		0.0%	5,280	0.2%	ETF
NUVEEN CHURCHILL DIRECT LENDIN COM SHS	$479,798		0.0%	37,720	0.1%	CEF
VOO Vanguard S&P 500 ETF	$473,260	$2,390 ▼	-0.5%	792	0.1%	ETF
WTM White Mountains Insurance Group	$452,574		0.0%	206	0.1%	Finance
REGN Regeneron Pharmaceuticals	$422,634	$77,264 ▼	-15.5%	547	0.1%	Medical
ZS Zscaler	$390,988	$52,609 ▲	15.5%	2,787	0.1%	Computer and Technology
AMAT Applied Materials	$382,805		0.0%	1,120	0.1%	Computer and Technology
AKRE FOCUS ETF	$377,514	$377,514 ▲	New Holding	7,143	0.1%	ETF
DTM DT Midstream	$357,010		0.0%	2,651	0.1%	Energy
CAT Caterpillar	$354,230	$3,542 ▼	-1.0%	500	0.1%	Industrials
TJX TJX Companies	$344,952		0.0%	2,160	0.1%	Retail/Wholesale
PH Parker-Hannifin	$344,667	$53,714 ▼	-13.5%	385	0.1%	Industrials
EPD Enterprise Products Partners	$338,782	$18,163 ▼	-5.1%	8,953	0.1%	Energy
TSLA Tesla	$302,068	$98,089 ▼	-24.5%	813	0.1%	Auto/Tires/Trucks
EMXC iShares MSCI Emerging Markets ex China ETF	$298,908		0.0%	3,800	0.1%	Manufacturing
AMPLIFY CYBERSECURITY ETF	$285,342		0.0%	3,800	0.1%	ETF
IBM International Business Machines	$284,808	$12,119 ▼	-4.1%	1,175	0.1%	Computer and Technology
CSCO Cisco Systems	$258,607		0.0%	3,333	0.1%	Computer and Technology
VANGUARD 0-3 MONTH TREASURY BILL ETF	$253,966	$253,966 ▲	New Holding	3,357	0.1%	ETF
TRV Travelers Companies	$249,678		0.0%	856	0.1%	Finance
NSC Norfolk Southern	$243,950		0.0%	850	0.1%	Transportation

Showing largest 100 holdings. View all holdings.

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Hudson Value Partners, LLC Top Holdings and 13F Report (2026)

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 (2026)

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