Hudson Value Partners, Llc Portfolio Stock Holdings
According to the SEC 13F filed on July 10, 2026, Hudson Value Partners, Llc disclosed 106 stock positions valued at approximately $398.12M as of quarter-end June 30, 2026. The largest holdings include ALPHABET INC CAP STK CL A, BERKSHIRE HATHAWAY INC DEL CL B NEW, and CORNING INC COM.
- Report Period
- June 30, 2026
- No. of Stocks
- 106
- Portfolio Value
- $398.12M
Holdings by Sector
Hudson Value Partners, Llc Portfolio Holdings in Q2 2026
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| ALPHABET INC CAP STK CL A | GOOGL | Communication Services | 6.46% | 71,952 | -1,970 | -2.66% | $25,713,840 |
| BERKSHIRE HATHAWAY INC DEL CL B NEW | BRK-B | Financial Services | 5.90% | 46,971 | +1,098 | +2.39% | $23,504,181 |
| CORNING INC COM | GLW | Technology | 5.05% | 78,634 | -9,331 | -10.61% | $20,085,490 |
| APPLE INC COM | AAPL | Technology | 4.49% | 61,779 | -1,588 | -2.51% | $17,876,439 |
| MICROSOFT CORP COM | MSFT | Technology | 3.58% | 38,209 | +2,722 | +7.67% | $14,252,929 |
| DELL TECHNOLOGIES INC CL C | DELL | Technology | 3.26% | 30,104 | -14,605 | -32.67% | $12,988,672 |
| ASML HLDG NV N Y REGISTRY SHS | ASML | Other | 3.18% | 6,367 | -398 | -5.88% | $12,667,891 |
| EVERUS CONSTR GROUP COM | ECG | Other | 3.11% | 74,538 | -2,277 | -2.96% | $12,369,734 |
| VANGUARD TOTAL STOCK MARKET ETF | VTI | Other | 2.52% | 27,116 | +4,374 | +19.23% | $10,034,363 |
| JOHNSON & JOHNSON COM | JNJ | Healthcare | 2.47% | 38,698 | +3,045 | +8.54% | $9,828,175 |
| NVIDIA CORPORATION COM | NVDA | Technology | 2.46% | 49,009 | +4,579 | +10.31% | $9,806,399 |
| ALPHABET INC CAP STK CL C | GOOG | Communication Services | 2.26% | 25,451 | -1,317 | -4.92% | $8,992,602 |
| VISA INC COM CL A | V | Financial Services | 2.15% | 24,902 | +1,081 | +4.54% | $8,543,963 |
| THERMO FISHER SCIENTIFIC INC COM | TMO | Healthcare | 2.10% | 16,653 | +3,317 | +24.87% | $8,349,386 |
| MARKEL GROUP INC COM | MKL | Financial Services | 1.93% | 3,940 | +378 | +10.61% | $7,694,963 |
| AMGEN INC COM | AMGN | Healthcare | 1.93% | 21,171 | +849 | +4.18% | $7,666,613 |
| MDU RES GROUP INC COM | MDU | Industrials | 1.85% | 348,073 | -2,640 | -0.75% | $7,382,641 |
| MERCK & CO INC COM | MRK | Healthcare | 1.85% | 57,439 | -1,758 | -2.97% | $7,380,943 |
| FRANCO NEV CORP COM | FNV | Basic Materials | 1.76% | 33,589 | -289 | -0.85% | $7,001,368 |
| ESAB CORPORATION COM | ESAB | Industrials | 1.63% | 65,729 | +10,915 | +19.91% | $6,482,913 |
| COSTCO WHOLESALE CORPORATION COM | COST | Consumer Defensive | 1.61% | 6,866 | -112 | -1.61% | $6,422,937 |
| QUALCOMM INC COM | QCOM | Technology | 1.60% | 34,418 | +1,864 | +5.73% | $6,360,125 |
| ADVANCED MICRO DEVICES INC COM | AMD | Technology | 1.55% | 10,591 | -4,802 | -31.20% | $6,152,418 |
| ONEOK INC NEW COM | OKE | Energy | 1.48% | 67,843 | +3,292 | +5.10% | $5,898,275 |
| DEERE & CO COM | DE | Industrials | 1.45% | 9,130 | +773 | +9.25% | $5,791,556 |
| JPMORGAN CHASE & CO COM | JPM | Financial Services | 1.44% | 17,496 | +1,413 | +8.79% | $5,726,966 |
| BUILDERS FIRSTSOURCE INC COM | BLDR | Industrials | 1.37% | 60,904 | +5,620 | +10.17% | $5,449,712 |
| ATLANTA BRAVES HLDGS INC COM SER A | BATRA | Communication Services | 1.37% | 96,702 | +6,525 | +7.24% | $5,445,340 |
| AMENTUM HOLDINGS INC COM | AMTM | Other | 1.30% | 250,185 | +46,275 | +22.69% | $5,171,326 |
| FIDELITY NATL FINL INC COM SHS | FNF | Financial Services | 1.19% | 100,489 | -2,849 | -2.76% | $4,739,066 |
Showing 30 of 106 holdings in the latest reporting period.