Hudson Value Partners, Llc Portfolio Stock Holdings
Hudson Value Partners, Llc disclosed 100 stock positions valued at approximately $334.9 million in its latest SEC 13F filing. The largest holdings include BERKSHIRE HATHAWAY INC DEL CL B NEW, ALPHABET INC CAP STK CL A, and APPLE INC COM. The filing reflects positions held as of March 31, 2026 and was filed on April 14, 2026.
- Report Period
- March 31, 2026
- No. of Stocks
- 100
- Portfolio Value
- $334.9M
Holdings by Sector
Hudson Value Partners, Llc Portfolio Holdings in Q1 2026
97 holdings in the latest reporting period.
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| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| BERKSHIRE HATHAWAY INC DEL CL B NEW | BRK-B | Financial Services | 6.56% | 45,873 | +1,576 | +3.56% | $21,982,288 |
| ALPHABET INC CAP STK CL A | GOOGL | Communication Services | 6.35% | 73,922 | +110 | +0.15% | $21,257,007 |
| APPLE INC COM | AAPL | Technology | 4.80% | 63,367 | -973 | -1.51% | $16,081,896 |
| MICROSOFT CORP COM | MSFT | Technology | 3.92% | 35,487 | +3,729 | +11.74% | $13,136,056 |
| CORNING INC COM | GLW | Technology | 3.57% | 87,965 | -1,421 | -1.59% | $11,960,533 |
| ASML HLDG NV N Y REGISTRY SHS | ASML | Other | 2.67% | 6,765 | -936 | -12.15% | $8,935,102 |
| JOHNSON & JOHNSON COM | JNJ | Healthcare | 2.60% | 35,653 | -389 | -1.08% | $8,715,106 |
| FRANCO NEV CORP COM | FNV | Basic Materials | 2.50% | 33,878 | +1,673 | +5.19% | $8,369,577 |
| NVIDIA CORPORATION COM | NVDA | Technology | 2.31% | 44,430 | -3,459 | -7.22% | $7,748,582 |
| ALPHABET INC CAP STK CL C | GOOG | Communication Services | 2.29% | 26,768 | -4,380 | -14.06% | $7,678,668 |
| DELL TECHNOLOGIES INC CL C | DELL | Technology | 2.19% | 44,709 | +393 | +0.89% | $7,338,103 |
| VANGUARD TOTAL STOCK MARKET ETF | VTI | Other | 2.18% | 22,742 | +475 | +2.13% | $7,295,744 |
| MDU RES GROUP INC COM | MDU | Industrials | 2.17% | 350,713 | +9,667 | +2.83% | $7,266,765 |
| VISA INC COM CL A | V | Financial Services | 2.15% | 23,821 | +657 | +2.84% | $7,199,576 |
| AMGEN INC COM | AMGN | Healthcare | 2.13% | 20,322 | +175 | +0.87% | $7,150,413 |
| MERCK & CO INC COM | MRK | Healthcare | 2.13% | 59,197 | +860 | +1.47% | $7,120,782 |
| COSTCO WHOLESALE CORPORATION COM | COST | Consumer Defensive | 2.08% | 6,978 | -429 | -5.79% | $6,953,089 |
| MARKEL GROUP INC COM | MKL | Financial Services | 2.04% | 3,562 | +45 | +1.28% | $6,817,279 |
| THERMO FISHER SCIENTIFIC INC COM | TMO | Healthcare | 1.96% | 13,336 | +2,713 | +25.54% | $6,554,884 |
| ONEOK INC NEW COM | OKE | Energy | 1.74% | 64,551 | +23,035 | +55.48% | $5,834,764 |
| AMENTUM HOLDINGS INC COM | AMTM | Other | 1.59% | 203,910 | +15,917 | +8.47% | $5,317,975 |
| ESAB CORPORATION COM | ESAB | Industrials | 1.58% | 54,814 | +4,748 | +9.48% | $5,298,321 |
| FIDELITY NATL FINL INC COM SHS | FNF | Financial Services | 1.43% | 103,338 | -2,130 | -2.02% | $4,792,821 |
| JPMORGAN CHASE & CO COM | JPM | Financial Services | 1.41% | 16,083 | +1,037 | +6.89% | $4,730,975 |
| DEERE & CO COM | DE | Industrials | 1.41% | 8,357 | -2 | -0.02% | $4,707,364 |
| BUILDERS FIRSTSOURCE INC COM | BLDR | Industrials | 1.36% | 55,284 | -4,375 | -7.33% | $4,551,522 |
| KNIFE RIVER CORP COMMON STOCK | KNF | Basic Materials | 1.35% | 55,524 | +1,194 | +2.20% | $4,533,545 |
| ATLANTA BRAVES HLDGS INC COM SER A | BATRA | Communication Services | 1.27% | 90,177 | -308 | -0.34% | $4,251,841 |
| QUALCOMM INC COM | QCOM | Technology | 1.25% | 32,554 | -330 | -1.00% | $4,192,318 |
| MCDONALDS CORP COM | MCD | Consumer Cyclical | 1.20% | 12,928 | +19 | +0.15% | $4,017,928 |
| META PLATFORMS INC CL A | META | Communication Services | 1.19% | 6,987 | +782 | +12.60% | $3,997,472 |
| WALMART INC COM | WMT | Consumer Defensive | 1.19% | 31,970 | -1,254 | -3.77% | $3,973,232 |
| CANADIAN PACIFIC KANSAS CITY COM | CP | Industrials | 1.13% | 48,390 | +83 | +0.17% | $3,796,767 |
| AMAZON COM INC COM | AMZN | Consumer Cyclical | 1.09% | 17,608 | -509 | -2.81% | $3,667,218 |
| ADVANCED MICRO DEVICES INC COM | AMD | Technology | 0.93% | 15,393 | +5,016 | +48.34% | $3,131,398 |
| STATE STREET TECHNOLOGY SELECT SECTOR SPDR ETF | XLK | Other | 0.93% | 23,350 | -2,936 | -11.17% | $3,103,178 |
| ALIBABA GROUP HLDG LTD SPONSORED ADS | BABA | Consumer Cyclical | 0.88% | 23,613 | +274 | +1.17% | $2,962,533 |
| STATE STREET COMMUNICATION SERVICES SELECT SECTOR SPDR ETF | XLC | Other | 0.85% | 25,783 | +2,862 | +12.49% | $2,858,348 |
| ELI LILLY & CO COM | LLY | Healthcare | 0.71% | 2,601 | -181 | -6.51% | $2,392,322 |
| GOLDMAN SACHS HEDGE INDUSTRY VIP ETF | GVIP | Other | 0.70% | 16,151 | +519 | +3.32% | $2,353,636 |
| DIMENSIONAL US SMALL CAP VALUE ETF | DFSV | Other | 0.70% | 66,770 | +66,770 | +100.00% | $2,339,618 |
| QXO INC COM NEW | QXO | Technology | 0.67% | 115,142 | +15,422 | +15.47% | $2,236,059 |
| UBER TECHNOLOGIES INC COM | UBER | Technology | 0.60% | 27,786 | +1,694 | +6.49% | $1,998,647 |
| CROWDSTRIKE HLDGS INC CL A | CRWD | Technology | 0.59% | 5,020 | +300 | +6.36% | $1,959,858 |
| NETFLIX INC. COM | NFLX | Communication Services | 0.52% | 18,060 | - | - | $1,736,469 |
| SERVICENOW INC COM | NOW | Technology | 0.51% | 16,420 | +9,645 | +142.36% | $1,716,711 |
| FEDEX CORP COM | FDX | Industrials | 0.46% | 4,354 | -27 | -0.62% | $1,550,808 |
| STATE STREET SPDR S&P 500 ETF | SPY | Other | 0.43% | 2,224 | -11 | -0.49% | $1,446,356 |
| MARRIOTT INTL INC NEW CL A | MAR | Consumer Cyclical | 0.43% | 4,400 | -25 | -0.56% | $1,439,108 |
| EMERSON ELEC CO COM | EMR | Industrials | 0.42% | 10,845 | -20 | -0.18% | $1,420,912 |
| UNITED RENTALS INC COM | URI | Industrials | 0.42% | 1,943 | -215 | -9.96% | $1,415,592 |
| LEIDOS HOLDINGS INC COM | LDOS | Technology | 0.42% | 9,025 | +9,025 | +100.00% | $1,403,568 |
| NVENT ELEC PLC SHS | NVT | Other | 0.41% | 11,575 | -100 | -0.86% | $1,369,091 |
| COCA COLA CO COM | KO | Consumer Defensive | 0.41% | 17,953 | -238 | -1.31% | $1,365,326 |
| MARTIN MARIETTA MATLS INC COM | MLM | Basic Materials | 0.40% | 2,275 | -75 | -3.19% | $1,339,247 |
| ENERGY TRANSFER L P COM UT LTD PTN | ET | Energy | 0.39% | 68,275 | +3,500 | +5.40% | $1,317,708 |
| ISHARES MSCI BRAZIL ETF | EWZ | Other | 0.37% | 32,001 | -3,744 | -10.47% | $1,228,509 |
| CANADIAN IMPERIAL BANK OF COMM COM | CM | Financial Services | 0.36% | 12,582 | - | - | $1,192,145 |
| KRANESHARES CSI CHINA INTERNET ETF | KWEB | Other | 0.35% | 41,079 | +9,568 | +30.36% | $1,167,878 |
| STATE STREET INDUSTRIAL SELECT SECTOR SPDR ETF | XLI | Other | 0.34% | 7,132 | +332 | +4.88% | $1,153,475 |
| VANGUARD HEALTH CARE ETF | VHT | Other | 0.33% | 4,071 | +4,071 | +100.00% | $1,108,655 |
| DANAHER CORP DEL COM | DHR | Healthcare | 0.29% | 5,063 | -225 | -4.25% | $959,945 |
| ABBOTT LABORATORIES COM | ABT | Healthcare | 0.27% | 8,950 | -1,839 | -17.05% | $918,897 |
| KKR & CO INC COM | KKR | Financial Services | 0.25% | 9,230 | +1,395 | +17.80% | $853,775 |
| EXXON MOBIL CORP COM | XOM | Energy | 0.24% | 4,700 | -1,725 | -26.85% | $797,402 |
| DISNEY WALT CO COM | DIS | Communication Services | 0.24% | 8,214 | -680 | -7.65% | $791,665 |
| INVESCO QQQ TRUST SERIES I | QQQ | Other | 0.24% | 1,367 | -141 | -9.35% | $789,005 |
| VANECK GOLD MINERS ETF | GDX | Other | 0.22% | 8,204 | -5,904 | -41.85% | $752,867 |
| PEPSICO INC COM | PEP | Consumer Defensive | 0.22% | 4,820 | - | - | $748,498 |
| STATE STREET ENERGY SELECT SECTOR SPDR ETF | XLE | Other | 0.21% | 11,670 | - | - | $714,904 |
| HOME DEPOT INC COM | HD | Consumer Cyclical | 0.21% | 2,144 | -1,138 | -34.67% | $705,140 |
| CHEVRON CORPORATION COM | CVX | Energy | 0.21% | 3,375 | -190 | -5.33% | $698,288 |
| BROADCOM INC COM | AVGO | Technology | 0.21% | 2,250 | - | - | $696,398 |
| INVESCO S&P 500 EQUAL WEIGHT ETF | RSP | Other | 0.21% | 3,609 | - | - | $692,639 |
| JPMORGAN INCOME ETF | JPIE | Other | 0.20% | 14,635 | +6,707 | +84.60% | $674,225 |
| AUTOMATIC DATA PROCESSING INC COM | ADP | Technology | 0.19% | 3,050 | - | - | $619,699 |
| BOEING CO COM | BA | Industrials | 0.17% | 2,820 | - | - | $561,265 |
| AIRBNB INC COM CL A | ABNB | Consumer Cyclical | 0.16% | 4,222 | +985 | +30.43% | $533,154 |
| ISHARES RUSSELL MIDCAP ETF | IWR | Other | 0.15% | 5,280 | - | - | $513,374 |
| NUVEEN CHURCHILL DIRECT LENDIN COM SHS | NCDL | Other | 0.14% | 37,720 | - | - | $479,798 |
| VANGUARD S&P 500 ETF | VOO | Other | 0.14% | 792 | -4 | -0.50% | $473,260 |
| WHITE MTNS INS GROUP LTD COM | G9618E107 | Other | 0.14% | 206 | - | - | $452,574 |
| REGENERON PHARMACEUTICALS COM | REGN | Healthcare | 0.13% | 547 | -100 | -15.46% | $422,634 |
| ZSCALER INC COM | ZS | Technology | 0.12% | 2,787 | +375 | +15.55% | $390,988 |
| APPLIED MATLS INC COM | AMAT | Technology | 0.11% | 1,120 | - | - | $382,805 |
| DT MIDSTREAM INC COMMON STOCK | DTM | Energy | 0.11% | 2,651 | - | - | $357,010 |
| CATERPILLAR INC COM | CAT | Industrials | 0.11% | 500 | -5 | -0.99% | $354,230 |
| TJX COS INC NEW COM | TJX | Consumer Cyclical | 0.10% | 2,160 | - | - | $344,952 |
| PARKER-HANNIFIN CORP COM | PH | Industrials | 0.10% | 385 | -60 | -13.48% | $344,667 |
| ENTERPRISE PRODS PARTNERS L P COM | EPD | Energy | 0.10% | 8,953 | -480 | -5.09% | $338,782 |
| TESLA INC COM | TSLA | Consumer Cyclical | 0.09% | 813 | -264 | -24.51% | $302,068 |
| ISHARES MSCI EMERGING MARKETS EX CHINA ETF | EMXC | Other | 0.09% | 3,800 | - | - | $298,908 |
| AMPLIFY CYBERSECURITY ETF | HACK | Other | 0.09% | 3,800 | - | - | $285,342 |
| INTERNATIONAL BUSINESS MACHS COM | IBM | Technology | 0.09% | 1,175 | -50 | -4.08% | $284,808 |
| CISCO SYS INC COM | CSCO | Technology | 0.08% | 3,333 | - | - | $258,607 |
| TRAVELERS COMPANIES INC COM | TRV | Financial Services | 0.07% | 856 | - | - | $249,678 |
| NORFOLK SOUTHN CORP COM | NSC | Industrials | 0.07% | 850 | - | - | $243,950 |