Hudson Value Partners

Hudson Value Partners as of March 31, 2023

Portfolio Holdings for Hudson Value Partners

Hudson Value Partners holds 105 positions in its portfolio as reported in the March 2023 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) 6.4 $11M 37k 308.77
Apple Stock (AAPL) 5.6 $9.9M 60k 164.90
Microsoft Corp Stock (MSFT) 3.7 $6.4M 22k 288.30
Johnson & Johnson Stock (JNJ) 3.1 $5.4M 35k 155.00
Alphabet Inc Cap Stk Cl A Stock (GOOGL) 3.1 $5.4M 52k 103.73
Builders Firstsource Stock (BLDR) 3.0 $5.3M 60k 88.78
Abb Adr (ABBNY) 2.6 $4.5M 132k 34.30
Merck & Co Stock (MRK) 2.5 $4.4M 41k 106.39
Qualcomm Stock (QCOM) 2.4 $4.2M 33k 127.58
Jackson Financial Inc Com Cl A Stock (JXN) 2.4 $4.2M 113k 37.41
Visa Inc Com Cl A Stock (V) 2.4 $4.2M 18k 225.46
Zebra Technologies Corporation Cl A Stock (ZBRA) 2.3 $4.0M 13k 318.00
Chevron Corp Stock (CVX) 2.2 $3.9M 24k 163.16
Costco Whsl Corp Stock (COST) 2.1 $3.6M 7.3k 496.87
Alphabet Inc Cap Stk Cl C Stock (GOOG) 2.0 $3.5M 34k 104.00
Esab Corporation Stock (ESAB) 2.0 $3.4M 58k 59.07
Air Prods & Chems Stock (APD) 1.9 $3.3M 11k 287.21
Jpmorgan Chase & Co Stock (JPM) 1.8 $3.2M 25k 130.31
Corning Stock (GLW) 1.8 $3.2M 90k 35.28
Cvs Health Corp Stock (CVS) 1.7 $3.0M 40k 74.31
Deere & Co Stock (DE) 1.7 $2.9M 7.1k 412.88
Home Depot Stock (HD) 1.6 $2.8M 9.5k 295.12
Vanguard Total Stock Market Etf Etf (VTI) 1.5 $2.6M 13k 204.10
Amazon Stock (AMZN) 1.4 $2.5M 24k 103.29
Firstenergy Corp Stock (FE) 1.4 $2.5M 62k 40.06
Azenta Stock (AZTA) 1.3 $2.4M 53k 44.62
Walmart Stock (WMT) 1.3 $2.3M 16k 147.45
Exelon Corp Stock (EXC) 1.2 $2.2M 51k 41.89
Cme Group Stock (CME) 1.2 $2.1M 11k 191.52
Tyson Foods Inc Cl A Stock (TSN) 1.2 $2.0M 34k 59.32
Fidelity National Financial In Fnf Group Stock (FNF) 1.1 $1.9M 55k 34.93
Dollar Tree Stock (DLTR) 1.1 $1.9M 13k 143.55
Ss&c Technologies Hldgs Stock (SSNC) 1.0 $1.8M 31k 56.47
Disney Walt Stock (DIS) 0.9 $1.6M 16k 100.13
L3harris Technologies Stock (LHX) 0.9 $1.6M 8.0k 196.24
Advanced Micro Devices Stock (AMD) 0.8 $1.4M 14k 98.01
Pepsico Stock (PEP) 0.8 $1.4M 7.7k 182.30
Rio Tinto Adr (RIO) 0.8 $1.4M 20k 68.60
Mcdonalds Corp Stock (MCD) 0.8 $1.4M 4.8k 279.61
Coca Cola Stock (KO) 0.7 $1.3M 21k 62.03
Martin Marietta Matls Stock (MLM) 0.7 $1.2M 3.4k 355.06
United Rentals Stock (URI) 0.7 $1.2M 3.1k 395.76
Boeing Stock (BA) 0.7 $1.2M 5.6k 212.43
Netflix Stock (NFLX) 0.7 $1.2M 3.4k 345.48
Cheniere Energy Stock (LNG) 0.7 $1.2M 7.4k 157.60
Booking Holdings Stock (BKNG) 0.6 $1.1M 424.00 2652.41
Fedex Corp Stock (FDX) 0.6 $1.1M 4.9k 228.49
Spdr S&p 500 Etf Trust Etf (SPY) 0.6 $1.1M 2.7k 409.39
Workday Inc Cl A Stock (WDAY) 0.6 $1.1M 5.2k 206.54
Paypal Hldgs Stock (PYPL) 0.6 $1.1M 14k 75.94
Mks Instrs Stock (MKSI) 0.6 $1.1M 12k 88.62
Abbott Labs Stock (ABT) 0.6 $1.0M 10k 101.26
Vanguard Health Care Etf Etf (VHT) 0.6 $1.0M 4.3k 238.46
Uber Technologies Stock (UBER) 0.6 $972k 31k 31.70
Technology Select Sector Spdr Fund Etf (XLK) 0.5 $944k 6.3k 151.01
Marriott Intl Inc New Cl A Stock (MAR) 0.5 $938k 5.7k 166.04
Danaher Corporation Stock (DHR) 0.5 $936k 3.7k 252.04
Celanese Corp Del Stock (CE) 0.5 $936k 8.6k 108.89
Jpmorgan Ultra-short Municipal Income Etf Etf (JMST) 0.5 $889k 18k 50.79
Fairlead Tactical Sector Etf Etf (TACK) 0.5 $843k 35k 24.23
Canadian Pac Ry Stock 0.5 $808k 11k 76.94
Nxp Semiconductors N V Stock (NXPI) 0.5 $800k 4.3k 186.48
Bhp Group Adr (BHP) 0.4 $746k 12k 63.41
Pfizer Stock (PFE) 0.4 $732k 18k 40.80
Delta Air Lines Inc Del Stock (DAL) 0.4 $687k 20k 34.92
Invesco S&p 500 Equal Weight Etf Etf (RSP) 0.4 $661k 4.6k 144.62
Nvidia Corporation Stock (NVDA) 0.4 $656k 2.4k 277.77
Energy Select Sector Spdr Fund Etf (XLE) 0.4 $631k 7.6k 82.83
Lilly Eli & Co Stock (LLY) 0.3 $562k 1.6k 343.42
Automatic Data Processing Stock (ADP) 0.3 $557k 2.5k 222.63
Comcast Corp New Cl A Stock (CMCSA) 0.3 $550k 15k 37.91
Financial Select Sector Spdr Fund Etf (XLF) 0.3 $534k 17k 32.15
Exxon Mobil Corp Stock (XOM) 0.3 $502k 4.6k 109.66
Northrop Grumman Corp Stock (NOC) 0.3 $496k 1.1k 461.72
Enterprise Prods Partners Stock (EPD) 0.3 $485k 19k 25.90
Markel Corp Stock (MKL) 0.3 $473k 370.00 1277.41
Crown Castle Reit (CCI) 0.3 $466k 3.5k 133.84
Vanguard S&p 500 Etf Etf (VOO) 0.2 $434k 1.2k 376.07
Goldman Sachs Access Treasury 0-1 Year Etf Etf (GBIL) 0.2 $406k 4.1k 100.14
Ppg Inds Stock (PPG) 0.2 $403k 3.0k 133.58
Amgen Stock (AMGN) 0.2 $397k 1.6k 241.75
Vanguard Small Cap Value Etf Etf (VBR) 0.2 $393k 2.5k 158.76
Lockheed Martin Corp Stock (LMT) 0.2 $341k 722.00 472.73
Ball Corp Stock (BALL) 0.2 $335k 6.1k 55.11
Crowdstrike Hldgs Inc Cl A Stock (CRWD) 0.2 $328k 2.4k 137.26
Zscaler Stock (ZS) 0.2 $328k 2.8k 116.83
White Mtns Ins Group Stock (WTM) 0.2 $310k 225.00 1377.49
Renaissance Ipo Etf Etf (IPO) 0.2 $306k 11k 29.27
Norfolk Southn Corp Stock (NSC) 0.2 $302k 1.4k 212.00
Vanguard Mid-cap Etf Etf (VO) 0.2 $300k 1.4k 210.92
Ishares Msci Emerging Markets Asia Etf Etf (EEMA) 0.2 $296k 4.4k 66.45
Verizon Communications Stock (VZ) 0.2 $289k 7.4k 38.89
Guardant Health Stock (GH) 0.2 $287k 12k 23.44
Vanguard Dividend Appreciation Etf Etf (VIG) 0.2 $277k 1.8k 154.01
Starwood Ppty Tr Reit (STWD) 0.2 $268k 15k 17.69
Flexshares Morningstar Global Upstream Natural Resources Index Fund Etf (GUNR) 0.2 $266k 6.3k 42.29
Target Corp Stock (TGT) 0.1 $252k 1.5k 165.63
Brookfield Infrast Partners Lp Lp Int Unit Stock (BIP) 0.1 $250k 7.4k 33.77
Invesco Qqq Trust Etf (QQQ) 0.1 $247k 769.00 320.93
Duke Energy Corp Stock (DUK) 0.1 $244k 2.5k 96.47
Procter And Gamble Stock (PG) 0.1 $221k 1.5k 148.69
Kkr & Co Stock (KKR) 0.1 $211k 4.0k 52.52
Sba Communications Corp New Cl A Reit (SBAC) 0.1 $208k 797.00 261.07
Allstate Corp Stock (ALL) 0.1 $207k 1.9k 110.81
Universal Display Corp Stock (OLED) 0.1 $203k 1.3k 155.13