Hudson Value Partners
Latest statistics and disclosures from Hudson Value Partners's latest quarterly 13F-HR filing:
- Top 5 stock holdings are BRK.B, BLDR, AAPL, MSFT, GOOGL, and represent 24.67% of Hudson Value Partners's stock portfolio.
- Added to shares of these 10 stocks: CP, FNV, WMT, EMR, MCD, VTI, JNJ, LNG, CRWD, EWJV.
- Started 9 new stock positions in PH, TGT, FNV, VO, EMR, XLC, EWJV, SMCI, AMAT.
- Reduced shares in these 10 stocks: CE, APD, CVS, , LHX, , , AMZN, URI, FDX.
- Sold out of its positions in APD, CME, CVS, CE, Etf Managers Tr purefunds ise cy, GUNR, PYPL, SBAC, NXPI.
- Hudson Value Partners was a net buyer of stock by $938k.
- Hudson Value Partners has $235M in assets under management (AUM), dropping by 9.46%.
- Central Index Key (CIK): 0001840501
Tip: Access up to 7 years of quarterly data
Positions held by Hudson Value Partners consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Portfolio Holdings for Hudson Value Partners
Hudson Value Partners holds 94 positions in its portfolio as reported in the March 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Berkshire Hathaway Inc Del Cl B Stock (BRK.B) | 7.0 | $17M | 39k | 420.52 |
|
|
| Builders Firstsource Stock (BLDR) | 4.9 | $12M | 56k | 208.55 |
|
|
| Apple Stock (AAPL) | 4.6 | $11M | 64k | 171.48 |
|
|
| Microsoft Corp Stock (MSFT) | 4.5 | $11M | 25k | 420.72 |
|
|
| Alphabet Inc Cap Stk Cl A Stock (GOOGL) | 3.6 | $8.5M | +6% | 57k | 150.93 |
|
| Johnson & Johnson Stock (JNJ) | 2.6 | $6.2M | +12% | 39k | 158.19 |
|
| Merck & Co Stock (MRK) | 2.5 | $5.9M | 44k | 131.95 |
|
|
| Visa Inc Com Cl A Stock (V) | 2.5 | $5.8M | 21k | 279.08 |
|
|
| Chevron Corp Stock (CVX) | 2.4 | $5.7M | 36k | 157.74 |
|
|
| Danaher Corporation Stock (DHR) | 2.4 | $5.7M | 23k | 249.72 |
|
|
| Costco Whsl Corp Stock (COST) | 2.3 | $5.5M | 7.5k | 732.63 |
|
|
| Qualcomm Stock (QCOM) | 2.3 | $5.3M | -4% | 31k | 169.30 |
|
| Mdu Res Group Stock (MDU) | 2.3 | $5.3M | 211k | 25.20 |
|
|
| Esab Corporation Stock (ESAB) | 2.2 | $5.1M | 46k | 110.57 |
|
|
| Alphabet Inc Cap Stk Cl C Stock (GOOG) | 2.1 | $5.1M | 33k | 152.26 |
|
|
| Canadian Pacific Kansas City Stock (CP) | 2.0 | $4.8M | +273% | 54k | 88.26 |
|
| Fidelity National Financial In Fnf Group Stock (FNF) | 2.0 | $4.7M | 89k | 53.10 |
|
|
| Markel Group Stock (MKL) | 1.9 | $4.4M | 2.9k | 1521.48 |
|
|
| Zebra Technologies Corporation Cl A Stock (ZBRA) | 1.8 | $4.3M | +12% | 14k | 301.44 |
|
| Amgen Stock (AMGN) | 1.8 | $4.2M | +9% | 15k | 284.32 |
|
| Knife River Corp Stock (KNF) | 1.7 | $3.9M | 48k | 81.08 |
|
|
| Vanguard Total Stock Market Etf Etf (VTI) | 1.6 | $3.7M | +27% | 14k | 259.91 |
|
| Home Depot Stock (HD) | 1.6 | $3.7M | +2% | 9.5k | 383.60 |
|
| Mcdonalds Corp Stock (MCD) | 1.5 | $3.6M | +47% | 13k | 281.95 |
|
| Corning Stock (GLW) | 1.5 | $3.5M | +10% | 106k | 32.96 |
|
| Deere & Co Stock (DE) | 1.4 | $3.3M | +2% | 8.2k | 410.74 |
|
| Nvidia Corporation Stock (NVDA) | 1.4 | $3.3M | +3% | 3.7k | 903.56 |
|
| Jpmorgan Chase & Co Stock (JPM) | 1.4 | $3.3M | +12% | 17k | 200.30 |
|
| Cheniere Energy Stock (LNG) | 1.4 | $3.2M | +27% | 20k | 161.28 |
|
| Amazon Stock (AMZN) | 1.4 | $3.2M | -12% | 18k | 180.38 |
|
| Azenta Stock (AZTA) | 1.4 | $3.2M | 53k | 60.28 |
|
|
| Franco Nev Corp Stock (FNV) | 1.3 | $3.1M | NEW | 26k | 119.16 |
|
| Walmart Stock (WMT) | 1.1 | $2.6M | +183% | 43k | 60.17 |
|
| Advanced Micro Devices Stock (AMD) | 1.1 | $2.6M | +6% | 14k | 180.49 |
|
| Ss&c Technologies Hldgs Stock (SSNC) | 1.1 | $2.5M | 39k | 64.37 |
|
|
| Mks Instrs Stock (MKSI) | 0.9 | $2.1M | 16k | 133.00 |
|
|
| Technology Select Sector Spdr Fund Etf (XLK) | 0.9 | $2.1M | +7% | 10k | 208.27 |
|
| Disney Walt Stock (DIS) | 0.9 | $2.0M | 16k | 122.36 |
|
|
| Uber Technologies Stock (UBER) | 0.7 | $1.7M | 23k | 76.99 |
|
|
| Martin Marietta Matls Stock (MLM) | 0.7 | $1.7M | -7% | 2.8k | 613.94 |
|
| United Rentals Stock (URI) | 0.7 | $1.7M | -20% | 2.4k | 721.11 |
|
| Netflix Stock (NFLX) | 0.7 | $1.6M | -9% | 2.7k | 607.33 |
|
| Booking Holdings Stock (BKNG) | 0.6 | $1.4M | -3% | 391.00 | 3627.88 |
|
| Workday Inc Cl A Stock (WDAY) | 0.6 | $1.4M | 5.2k | 272.75 |
|
|
| Fedex Corp Stock (FDX) | 0.6 | $1.4M | -18% | 4.7k | 289.74 |
|
| Crowdstrike Hldgs Inc Cl A Stock (CRWD) | 0.6 | $1.4M | +80% | 4.3k | 320.59 |
|
| Emerson Elec Stock (EMR) | 0.6 | $1.3M | NEW | 12k | 113.42 |
|
| Dexcom Stock (DXCM) | 0.6 | $1.3M | 9.6k | 138.70 |
|
|
| Marriott Intl Inc New Cl A Stock (MAR) | 0.6 | $1.3M | -6% | 5.2k | 252.31 |
|
| Coca Cola Stock (KO) | 0.5 | $1.3M | 21k | 61.18 |
|
|
| Vanguard Health Care Etf Etf (VHT) | 0.5 | $1.3M | -16% | 4.8k | 270.51 |
|
| Spdr S&p 500 Etf Trust Etf (SPY) | 0.5 | $1.2M | -12% | 2.3k | 523.07 |
|
| Abbott Labs Stock (ABT) | 0.5 | $1.2M | 11k | 113.66 |
|
|
| Goldman Sachs Hedge Industry Vip Etf Etf (GVIP) | 0.5 | $1.2M | +9% | 11k | 109.27 |
|
| L3harris Technologies Stock (LHX) | 0.5 | $1.2M | -57% | 5.5k | 213.10 |
|
| Eli Lilly & Co Stock (LLY) | 0.5 | $1.1M | 1.4k | 777.96 |
|
|
| Vanguard Small Cap Value Etf Etf (VBR) | 0.5 | $1.1M | +10% | 5.7k | 191.89 |
|
| Pepsico Stock (PEP) | 0.5 | $1.1M | -15% | 6.2k | 175.01 |
|
| Vaneck Morningstar Wide Moat Etf Etf (MOAT) | 0.5 | $1.1M | +12% | 12k | 89.90 |
|
| Boeing Stock (BA) | 0.4 | $899k | 4.7k | 192.99 |
|
|
| Vanguard S&p 500 Etf Etf (VOO) | 0.3 | $798k | 1.7k | 480.70 |
|
|
| Exxon Mobil Corp Stock (XOM) | 0.3 | $767k | +6% | 6.6k | 116.24 |
|
| Energy Select Sector Spdr Fund Etf (XLE) | 0.3 | $760k | 8.1k | 94.41 |
|
|
| Lauder Estee Cos Inc Cl A Stock (EL) | 0.3 | $758k | -4% | 4.9k | 154.15 |
|
| Invesco Qqq Trust Series I Etf (QQQ) | 0.3 | $719k | -8% | 1.6k | 444.01 |
|
| Tesla Stock (TSLA) | 0.3 | $691k | +298% | 3.9k | 175.79 |
|
| Automatic Data Processing Stock (ADP) | 0.3 | $624k | 2.5k | 249.74 |
|
|
| Comcast Corp New Cl A Stock (CMCSA) | 0.3 | $613k | 14k | 43.35 |
|
|
| Industrial Select Sector Spdr Fund Etf (XLI) | 0.3 | $595k | +9% | 4.7k | 125.97 |
|
| Ishares Msci Japan Value Etf Etf (EWJV) | 0.2 | $564k | NEW | 17k | 33.23 |
|
| Communication Services Select Sector Spdr Fund Etf (XLC) | 0.2 | $554k | NEW | 6.8k | 81.66 |
|
| Unitedhealth Group Stock (UNH) | 0.2 | $545k | +14% | 1.1k | 494.70 |
|
| Ishares Msci Switzerland Etf Etf (EWL) | 0.2 | $535k | +19% | 11k | 47.60 |
|
| Northrop Grumman Corp Stock (NOC) | 0.2 | $515k | 1.1k | 478.66 |
|
|
| Schlumberger Ltd Com Stk Stock (SLB) | 0.2 | $483k | -22% | 8.8k | 54.81 |
|
| Zscaler Stock (ZS) | 0.2 | $479k | 2.5k | 192.63 |
|
|
| Invesco S&p 500 Equal Weight Etf Etf (RSP) | 0.2 | $423k | +27% | 2.5k | 169.37 |
|
| Ppg Inds Stock (PPG) | 0.2 | $418k | 2.9k | 144.90 |
|
|
| Honeywell Intl Stock (HON) | 0.2 | $417k | +21% | 2.0k | 205.25 |
|
| Broadcom Stock (AVGO) | 0.2 | $408k | +2% | 308.00 | 1325.41 |
|
| Enterprise Prods Partners Stock (EPD) | 0.2 | $380k | -17% | 13k | 29.18 |
|
| White Mtns Ins Group Stock (WTM) | 0.2 | $370k | 206.00 | 1794.30 |
|
|
| Allstate Corp Stock (ALL) | 0.1 | $323k | 1.9k | 173.01 |
|
|
| Starwood Ppty Tr Reit (STWD) | 0.1 | $299k | 15k | 20.33 |
|
|
| Pfizer Stock (PFE) | 0.1 | $283k | -13% | 10k | 27.75 |
|
| Renaissance Ipo Etf Etf (IPO) | 0.1 | $251k | 6.0k | 41.52 |
|
|
| Duke Energy Corp Stock (DUK) | 0.1 | $244k | 2.5k | 96.71 |
|
|
| Parker-hannifin Corp Stock (PH) | 0.1 | $239k | NEW | 430.00 | 555.79 |
|
| Procter And Gamble Stock (PG) | 0.1 | $236k | 1.5k | 162.25 |
|
|
| Target Corp Stock (TGT) | 0.1 | $232k | NEW | 1.3k | 177.21 |
|
| Applied Matls Stock (AMAT) | 0.1 | $231k | NEW | 1.1k | 206.23 |
|
| Super Micro Computer Stock (SMCI) | 0.1 | $227k | NEW | 225.00 | 1010.03 |
|
| Norfolk Southn Corp Stock (NSC) | 0.1 | $217k | 850.00 | 254.87 |
|
|
| Vanguard Mid-cap Etf Etf (VO) | 0.1 | $205k | NEW | 822.00 | 249.86 |
|
Past Filings by Hudson Value Partners
SEC 13F filings are viewable for Hudson Value Partners going back to 2020
- Hudson Value Partners 2024 Q1 filed May 8, 2024
- Hudson Value Partners 2023 Q4 filed Feb. 12, 2024
- Hudson Value Partners 2023 Q3 filed Nov. 2, 2023
- Hudson Value Partners 2023 Q2 filed Aug. 2, 2023
- Hudson Value Partners 2023 Q1 filed May 9, 2023
- Hudson Value Partners 2022 Q4 filed Jan. 30, 2023
- Hudson Value Partners 2022 Q3 filed Nov. 8, 2022
- Hudson Value Partners 2022 Q2 filed July 29, 2022
- Hudson Value Partners 2022 Q1 filed April 14, 2022
- Hudson Value Partners 2021 Q4 filed Jan. 19, 2022
- Hudson Value Partners 2021 Q3 filed Oct. 29, 2021
- Hudson Value Partners 2021 Q2 filed July 9, 2021
- Hudson Value Partners 2021 Q1 filed April 19, 2021
- Hudson Value Partners 2020 Q4 filed Feb. 18, 2021