Hudson Value Partners

Hudson Value Partners as of March 31, 2024

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 57k 150.93
Johnson & Johnson Stock (JNJ) 2.6 $6.2M 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 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 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 14k 301.44
Amgen Stock (AMGN) 1.8 $4.2M 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 14k 259.91
Home Depot Stock (HD) 1.6 $3.7M 9.5k 383.60
Mcdonalds Corp Stock (MCD) 1.5 $3.6M 13k 281.95
Corning Stock (GLW) 1.5 $3.5M 106k 32.96
Deere & Co Stock (DE) 1.4 $3.3M 8.2k 410.74
Nvidia Corporation Stock (NVDA) 1.4 $3.3M 3.7k 903.56
Jpmorgan Chase & Co Stock (JPM) 1.4 $3.3M 17k 200.30
Cheniere Energy Stock (LNG) 1.4 $3.2M 20k 161.28
Amazon Stock (AMZN) 1.4 $3.2M 18k 180.38
Azenta Stock (AZTA) 1.4 $3.2M 53k 60.28
Franco Nev Corp Stock (FNV) 1.3 $3.1M 26k 119.16
Walmart Stock (WMT) 1.1 $2.6M 43k 60.17
Advanced Micro Devices Stock (AMD) 1.1 $2.6M 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 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 2.8k 613.94
United Rentals Stock (URI) 0.7 $1.7M 2.4k 721.11
Netflix Stock (NFLX) 0.7 $1.6M 2.7k 607.33
Booking Holdings Stock (BKNG) 0.6 $1.4M 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 4.7k 289.74
Crowdstrike Hldgs Inc Cl A Stock (CRWD) 0.6 $1.4M 4.3k 320.59
Emerson Elec Stock (EMR) 0.6 $1.3M 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 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 4.8k 270.51
Spdr S&p 500 Etf Trust Etf (SPY) 0.5 $1.2M 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 11k 109.27
L3harris Technologies Stock (LHX) 0.5 $1.2M 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 5.7k 191.89
Pepsico Stock (PEP) 0.5 $1.1M 6.2k 175.01
Vaneck Morningstar Wide Moat Etf Etf (MOAT) 0.5 $1.1M 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 6.6k 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 4.9k 154.15
Invesco Qqq Trust Series I Etf (QQQ) 0.3 $719k 1.6k 444.01
Tesla Stock (TSLA) 0.3 $691k 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 4.7k 125.97
Ishares Msci Japan Value Etf Etf (EWJV) 0.2 $564k 17k 33.23
Communication Services Select Sector Spdr Fund Etf (XLC) 0.2 $554k 6.8k 81.66
Unitedhealth Group Stock (UNH) 0.2 $545k 1.1k 494.70
Ishares Msci Switzerland Etf Etf (EWL) 0.2 $535k 11k 47.60
Northrop Grumman Corp Stock (NOC) 0.2 $515k 1.1k 478.66
Schlumberger Ltd Com Stk Stock (SLB) 0.2 $483k 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 2.5k 169.37
Ppg Inds Stock (PPG) 0.2 $418k 2.9k 144.90
Honeywell Intl Stock (HON) 0.2 $417k 2.0k 205.25
Broadcom Stock (AVGO) 0.2 $408k 308.00 1325.41
Enterprise Prods Partners Stock (EPD) 0.2 $380k 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 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 430.00 555.79
Procter And Gamble Stock (PG) 0.1 $236k 1.5k 162.25
Target Corp Stock (TGT) 0.1 $232k 1.3k 177.21
Applied Matls Stock (AMAT) 0.1 $231k 1.1k 206.23
Super Micro Computer Stock (SMCI) 0.1 $227k 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 822.00 249.86