CIK 1840501
Hudson Value Partners, LLC
Institutional 13F holdings & portfolio
Holdings
108
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
5
Holdings
13F filings as of Dec 31, 2025 · Showing 1–50 of 108
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| GOOGL | ALPHABET INC CAP STK CL A | 74K | $1M+ | SH |
| BRK.B | BERKSHIRE HATHAWAY INC DEL CL B NEW | 44K | $1M+ | SH |
| AAPL | APPLE INC COM | 64K | $1M+ | SH |
| MSFT | MICROSOFT CORP COM | 32K | $1M+ | SH |
| GOOG | ALPHABET INC CAP STK CL C | 31K | $1M+ | SH |
| NVDA | NVIDIA CORPORATION COM | 48K | $1M+ | SH |
| ASML | ASML HOLDING N V N Y REGISTRY SHS | 8K | $1M+ | SH |
| V | VISA INC COM CL A | 23K | $1M+ | SH |
| GLW | CORNING INC COM | 89K | $1M+ | SH |
| MKL | MARKEL GROUP INC COM | 4K | $1M+ | SH |
| VTI | VANGUARD TOTAL STOCK MARKET ETF | 22K | $1M+ | SH |
| JNJ | JOHNSON & JOHNSON COM | 36K | $1M+ | SH |
| ECG | EVERUS CONSTR GROUP COM | 80K | $1M+ | SH |
| MDU | MDU RES GROUP INC COM | 341K | $1M+ | SH |
| FNV | FRANCO NEV CORP COM | 32K | $1M+ | SH |
| AMGN | AMGEN INC COM | 20K | $1M+ | SH |
| COST | COSTCO WHSL CORP NEW COM | 7K | $1M+ | SH |
| TMO | THERMO FISHER SCIENTIFIC INC COM | 11K | $1M+ | SH |
| MRK | MERCK & CO INC COM | 58K | $1M+ | SH |
| BLDR | BUILDERS FIRSTSOURCE INC COM | 60K | $1M+ | SH |
| FNF | FIDELITY NATIONAL FINANCIAL IN COM SHS | 105K | $1M+ | SH |
| QCOM | QUALCOMM INC COM | 33K | $1M+ | SH |
| ESAB | ESAB CORPORATION COM | 50K | $1M+ | SH |
| DELL | DELL TECHNOLOGIES INC CL C | 44K | $1M+ | SH |
| AMTM | AMENTUM HOLDINGS INC COM | 188K | $1M+ | SH |
| JPM | JPMORGAN CHASE & CO. COM | 15K | $1M+ | SH |
| AMZN | AMAZON COM INC COM | 18K | $1M+ | SH |
| META | META PLATFORMS INC CL A | 6K | $1M+ | SH |
| MCD | MCDONALDS CORP COM | 13K | $1M+ | SH |
| DE | DEERE & CO COM | 8K | $1M+ | SH |
| KNF | KNIFE RIVER CORP COMMON STOCK | 54K | $1M+ | SH |
| BATRA | ATLANTA BRAVES HLDGS INC COM SER A | 90K | $1M+ | SH |
| XLK | STATE STREET TECHNOLOGY SELECT SECTOR SPDR ETF | 26K | $1M+ | SH |
| WMT | WALMART INC COM | 33K | $1M+ | SH |
| CP | CANADIAN PACIFIC KANSAS CITY COM | 48K | $1M+ | SH |
| BABA | ALIBABA GROUP HLDG LTD SPONSORED ADS | 23K | $1M+ | SH |
| OKE | ONEOK INC NEW COM | 42K | $1M+ | SH |
| LLY | ELI LILLY & CO COM | 3K | $1M+ | SH |
| XLC | STATE STREET COMMUNICATION SERVICES SELECT SECTOR SPDR ETF | 23K | $1M+ | SH |
| GVIP | GOLDMAN SACHS HEDGE INDUSTRY VIP ETF | 16K | $1M+ | SH |
| CRWD | CROWDSTRIKE HLDGS INC CL A | 5K | $1M+ | SH |
| AMD | ADVANCED MICRO DEVICES INC COM | 10K | $1M+ | SH |
| UBER | UBER TECHNOLOGIES INC COM | 26K | $1M+ | SH |
| QXO | QXO INC COM NEW | 100K | $1M+ | SH |
| URI | UNITED RENTALS INC COM | 2K | $1M+ | SH |
| NFLX | NETFLIX INC COM | 18K | $1M+ | SH |
| SPY | SPDR S&P 500 ETF TRUST | 2K | $1M+ | SH |
| MLM | MARTIN MARIETTA MATLS INC COM | 2K | $1M+ | SH |
| EMR | EMERSON ELEC CO COM | 11K | $1M+ | SH |
| MAR | MARRIOTT INTL INC NEW CL A | 4K | $1M+ | SH |