Hudson Value Partners, Llc
Institutional manager — quarterly 13F holdings, Q ending 2026-03-31
Reported value
$335.1M
Q ending 2026-03-31
Prior quarter
$335.8M
Q ending 2025-12-31
Change
-0.2% QoQ · +25.9% YoY
Positions
101
reported holdings
Largest positions
Top 100 of 101 reported positions by value, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
| Holding | Ticker | Type | Value ▼ | Shares |
|---|---|---|---|---|
| Berkshire Hathaway Inc Del Cl B Ne | BRK/B | Shares | $22.0M | 46K |
| Alphabet Inc Cap Stk Cl A | GOOGL | Shares | $21.3M | 74K |
| Apple Inc Com | AAPL | Shares | $16.1M | 63K |
| Microsoft Corp Com | MSFT | Shares | $13.1M | 35K |
| Corning Inc Com | GLW | Shares | $12.0M | 88K |
| Everus Constr Group Com | ECG | Shares | $9.1M | 77K |
| Asml Hldg Nv N Y Registry Shs | Shares | $8.9M | 7K | |
| Johnson & Johnson Com | JNJ | Shares | $8.7M | 36K |
| Franco Nev Corp Com | FNV | Shares | $8.4M | 34K |
| Nvidia Corporation Com | NVDA | Shares | $7.7M | 44K |
| Alphabet Inc Cap Stk Cl C | GOOG | Shares | $7.7M | 27K |
| Dell Technologies Inc Cl C | DELL | Shares | $7.3M | 45K |
| Vanguard Total Stock Market Etf | VTI | Shares | $7.3M | 23K |
| Mdu Res Group Inc Com | MDU | Shares | $7.3M | 351K |
| Visa Inc Com Cl A | V | Shares | $7.2M | 24K |
| Amgen Inc Com | AMGN | Shares | $7.2M | 20K |
| Merck & Co Inc Com | MRK | Shares | $7.1M | 59K |
| Costco Wholesale Corporation Com | COST | Shares | $7.0M | 7K |
| Markel Group Inc Com | MKL | Shares | $6.8M | 4K |
| Thermo Fisher Scientific Inc Com | TMO | Shares | $6.6M | 13K |
| Oneok Inc New Com | OKE | Shares | $5.8M | 65K |
| Amentum Holdings Inc Com | AMTM | Shares | $5.3M | 204K |
| Esab Corporation Com | ESAB | Shares | $5.3M | 55K |
| Fidelity Natl Finl Inc Com Shs | FNF | Shares | $4.8M | 103K |
| Jpmorgan Chase & Co Com | JPM | Shares | $4.7M | 16K |
| Deere & Co Com | DE | Shares | $4.7M | 8K |
| Builders Firstsource Inc Com | BLDR | Shares | $4.6M | 55K |
| Knife River Corp Common Stock | KNF | Shares | $4.5M | 56K |
| Atlanta Braves Hldgs Inc Com Ser A | BATRA | Shares | $4.3M | 90K |
| Qualcomm Inc Com | QCOM | Shares | $4.2M | 33K |
| Mcdonalds Corp Com | MCD | Shares | $4.0M | 13K |
| Meta Platforms Inc Cl A | META | Shares | $4.0M | 7K |
| Walmart Inc Com | WMT | Shares | $4.0M | 32K |
| Canadian Pacific Kansas City Com | CP | Shares | $3.8M | 48K |
| Amazon Com Inc Com | AMZN | Shares | $3.7M | 18K |
| Advanced Micro Devices Inc Com | AMD | Shares | $3.1M | 15K |
| State Street Technology Select Sec | XLK | Shares | $3.1M | 23K |
| Alibaba Group Hldg Ltd Sponsored A | BABA | Shares | $3.0M | 24K |
| State Street Communication Service | XLC | Shares | $2.9M | 26K |
| Eli Lilly & Co Com | LLY | Shares | $2.4M | 3K |
| Goldman Sachs Hedge Industry Vip E | GVIP | Shares | $2.4M | 16K |
| Dimensional Us Small Cap Value Etf | DFSV | Shares | $2.3M | 67K |
| Qxo Inc Com New | QXO | Shares | $2.2M | 115K |
| Uber Technologies Inc Com | UBER | Shares | $2.0M | 28K |
| Crowdstrike Hldgs Inc Cl A | CRWD | Shares | $2.0M | 5K |
| Netflix Inc. Com | NFLX | Shares | $1.7M | 18K |
| Servicenow Inc Com | NOW | Shares | $1.7M | 16K |
| Fedex Corp Com | FDX | Shares | $1.6M | 4K |
| State Street Spdr S&P 500 Etf | SPY | Shares | $1.4M | 2K |
| Marriott Intl Inc New Cl A | MAR | Shares | $1.4M | 4K |
| Emerson Elec Co Com | EMR | Shares | $1.4M | 11K |
| United Rentals Inc Com | URI | Shares | $1.4M | 2K |
| Leidos Holdings Inc Com | LDOS | Shares | $1.4M | 9K |
| Nvent Elec Plc Shs | Shares | $1.4M | 12K | |
| Coca Cola Co Com | KO | Shares | $1.4M | 18K |
| Martin Marietta Matls Inc Com | MLM | Shares | $1.3M | 2K |
| Energy Transfer L P Com Ut Ltd Ptn | ET | Shares | $1.3M | 68K |
| Ishares Msci Brazil Etf | EWZ | Shares | $1.2M | 32K |
| Canadian Imperial Bank Of Comm Com | CM | Shares | $1.2M | 13K |
| Kraneshares Csi China Internet Etf | KWEB | Shares | $1.2M | 41K |
| State Street Industrial Select Sec | XLI | Shares | $1.2M | 7K |
| Vanguard Health Care Etf | VHT | Shares | $1.1M | 4K |
| Danaher Corp Del Com | DHR | Shares | $960K | 5K |
| Abbott Laboratories Com | ABT | Shares | $919K | 9K |
| Kkr & Co Inc Com | KKR | Shares | $854K | 9K |
| Exxon Mobil Corp Com | XOM | Shares | $797K | 5K |
| Disney Walt Co Com | DIS | Shares | $792K | 8K |
| Invesco Qqq Trust Series I | QQQ | Shares | $789K | 1K |
| Vaneck Gold Miners Etf | GDX | Shares | $753K | 8K |
| Pepsico Inc Com | PEP | Shares | $748K | 5K |
| State Street Energy Select Sector | XLE | Shares | $715K | 12K |
| Home Depot Inc Com | HD | Shares | $705K | 2K |
| Chevron Corporation Com | CVX | Shares | $698K | 3K |
| Broadcom Inc Com | AVGO | Shares | $696K | 2K |
| Invesco S&P 500 Equal Weight Etf | RSP | Shares | $693K | 4K |
| Jpmorgan Income Etf | JPIE | Shares | $674K | 15K |
| Automatic Data Processing Inc Com | ADP | Shares | $620K | 3K |
| Boeing Co Com | BA | Shares | $561K | 3K |
| Airbnb Inc Com Cl A | ABNB | Shares | $533K | 4K |
| Ishares Russell Midcap Etf | IWR | Shares | $513K | 5K |
| Nuveen Churchill Direct Lendin Com | NCDL | Shares | $480K | 38K |
| Vanguard S&P 500 Etf | VOO | Shares | $473K | 792 |
| White Mtns Ins Group Ltd Com | Shares | $453K | 206 | |
| Regeneron Pharmaceuticals Com | REGN | Shares | $423K | 547 |
| Zscaler Inc Com | ZS | Shares | $391K | 3K |
| Applied Matls Inc Com | AMAT | Shares | $383K | 1K |
| Akre Focus Etf | AKRE | Shares | $378K | 7K |
| Dt Midstream Inc Common Stock | DTM | Shares | $357K | 3K |
| Caterpillar Inc Com | CAT | Shares | $354K | 500 |
| Tjx Cos Inc New Com | TJX | Shares | $345K | 2K |
| Parker-Hannifin Corp Com | PH | Shares | $345K | 385 |
| Enterprise Prods Partners L P Com | EPD | Shares | $339K | 9K |
| Tesla Inc Com | TSLA | Shares | $302K | 813 |
| Ishares Msci Emerging Markets Ex C | EMXC | Shares | $299K | 4K |
| Amplify Cybersecurity Etf | HACK | Shares | $285K | 4K |
| International Business Machs Com | IBM | Shares | $285K | 1K |
| Cisco Sys Inc Com | CSCO | Shares | $259K | 3K |
| Vanguard 0-3 Month Treasury Bill E | VBIL | Shares | $254K | 3K |
| Travelers Companies Inc Com | TRV | Shares | $250K | 856 |
| Norfolk Southn Corp Com | NSC | Shares | $244K | 850 |
Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.