13F HOLDINGS REPORT
Hudson Value Partners, LLC
Quarter ended Q4 2024 · Filed February 3, 2025 · Accession 0001840501-25-000001
Total Value
$263.8M
Positions
91
Other Managers
0
Confidential Omitted
No
Holdings (91)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | BERKSHIRE HATHAWAY INC DEL CL B NEW | BRK-A | 41,968 | $19.0M | 7.21% |
| 2 | APPLE INC COM | AAPL | 69,796 | $17.5M | 6.63% |
| 3 | MICROSOFT CORP COM | MSFT | 34,054 | $14.4M | 5.44% |
| 4 | ALPHABET INC CAP STK CL A | GOOG | 73,282 | $13.9M | 5.26% |
| 5 | BUILDERS FIRSTSOURCE INC COM | BLDR | 60,325 | $8.6M | 3.27% |
| 6 | VANGUARD TOTAL STOCK MARKET ETF | 922908769 | 29,025 | $8.4M | 3.19% |
| 7 | COSTCO WHSL CORP NEW COM | 22160K105 | 8,501 | $7.8M | 2.95% |
| 8 | VISA INC COM CL A | V | 23,023 | $7.3M | 2.76% |
| 9 | NVIDIA CORPORATION COM | NVDA | 50,658 | $6.8M | 2.58% |
| 10 | ALPHABET INC CAP STK CL C | GOOG | 32,446 | $6.2M | 2.34% |
| 11 | MARKEL GROUP INC COM | MKL | 3,339 | $5.8M | 2.18% |
| 12 | ZEBRA TECHNOLOGIES CORPORATION CL A | ZBRA | 14,889 | $5.8M | 2.18% |
| 13 | ESAB CORPORATION COM | ESAB | 47,678 | $5.7M | 2.17% |
| 14 | JOHNSON & JOHNSON COM | JNJ | 41,403 | $5.6M | 2.14% |
| 15 | KNIFE RIVER CORP COMMON STOCK | KNF | 54,004 | $5.5M | 2.08% |
| 16 | CHEVRON CORP NEW COM | CVX | 36,948 | $5.4M | 2.03% |
| 17 | CORNING INC COM | GLW | 111,192 | $5.3M | 2.00% |
| 18 | DANAHER CORPORATION COM | 235851102 | 22,695 | $5.2M | 1.97% |
| 19 | QUALCOMM INC COM | QCOM | 33,419 | $5.1M | 1.95% |
| 20 | FIDELITY NATIONAL FINANCIAL IN FNF GROUP COM | FNF | 91,340 | $5.1M | 1.94% |
| 21 | MERCK & CO INC COM | MRK | 45,964 | $4.6M | 1.73% |
| 22 | MCDONALDS CORP COM | MCD | 14,954 | $4.3M | 1.64% |
| 23 | AMGEN INC COM | AMGN | 15,856 | $4.1M | 1.57% |
| 24 | AMAZON COM INC COM | AMZN | 18,604 | $4.1M | 1.55% |
| 25 | MDU RES GROUP INC COM | 552690109 | 212,950 | $3.8M | 1.45% |
| 26 | FRANCO NEV CORP COM | FNV | 32,279 | $3.8M | 1.44% |
| 27 | JPMORGAN CHASE & CO. COM | VYLD | 15,565 | $3.7M | 1.41% |
| 28 | HOME DEPOT INC COM | HD | 9,326 | $3.6M | 1.38% |
| 29 | WALMART INC COM | WMT | 39,360 | $3.6M | 1.35% |
| 30 | ASML HOLDING N V N Y REGISTRY SHS | ASMLF | 5,112 | $3.5M | 1.34% |
| 31 | TECHNOLOGY SELECT SECTOR SPDR FUND | 81369Y803 | 13,382 | $3.1M | 1.18% |
| 32 | DEERE & CO COM | DE | 6,670 | $2.8M | 1.07% |
| 33 | CHENIERE ENERGY INC COM NEW | LNG | 12,386 | $2.7M | 1.01% |
| 34 | CANADIAN PACIFIC KANSAS CITY COM | CP | 32,374 | $2.3M | 0.89% |
| 35 | CROWDSTRIKE HLDGS INC CL A | CRWD | 5,620 | $1.9M | 0.73% |
| 36 | NETFLIX INC COM | NFLX | 2,105 | $1.9M | 0.71% |
| 37 | VANGUARD SMALL CAP VALUE ETF | 922908611 | 8,794 | $1.7M | 0.66% |
| 38 | UNITED RENTALS INC COM | URI | 2,238 | $1.6M | 0.60% |
| 39 | SPDR S&P 500 ETF TRUST | SPY | 2,667 | $1.6M | 0.59% |
| 40 | SERVICENOW INC COM | NOW | 1,393 | $1.5M | 0.56% |
| 41 | META PLATFORMS INC CL A | META | 2,445 | $1.4M | 0.54% |
| 42 | BOOKING HOLDINGS INC COM | BKNG | 286 | $1.4M | 0.54% |
| 43 | ADVANCED MICRO DEVICES INC COM | AMD | 11,215 | $1.4M | 0.51% |
| 44 | EMERSON ELEC CO COM | EMR | 10,865 | $1.3M | 0.51% |
| 45 | MARTIN MARIETTA MATLS INC COM | 573284106 | 2,525 | $1.3M | 0.49% |
| 46 | ABBOTT LABS COM | ABLZF | 11,514 | $1.3M | 0.49% |
| 47 | CHART INDS INC COM | 16115Q308 | 6,740 | $1.3M | 0.49% |
| 48 | UBER TECHNOLOGIES INC COM | UBER | 21,175 | $1.3M | 0.48% |
| 49 | ENERGY TRANSFER L P COM UT LTD PTN | ET-PI | 64,775 | $1.3M | 0.48% |
| 50 | MARRIOTT INTL INC NEW CL A | 571903202 | 4,525 | $1.3M | 0.48% |
| 51 | FEDEX CORP COM | FDX | 4,481 | $1.3M | 0.48% |
| 52 | GOLDMAN SACHS HEDGE INDUSTRY VIP ETF | NVGLF | 9,274 | $1.2M | 0.44% |
| 53 | COCA COLA CO COM | KO | 18,466 | $1.1M | 0.44% |
| 54 | DISNEY WALT CO COM | 254687106 | 10,115 | $1.1M | 0.43% |
| 55 | ELI LILLY & CO COM | LLY | 1,372 | $1.1M | 0.40% |
| 56 | VANGUARD HEALTH CARE ETF | 92204A504 | 3,859 | $978,007 | 0.37% |
| 57 | INVESCO QQQ TRUST SERIES I | IVZ | 1,908 | $975,427 | 0.37% |
| 58 | PEPSICO INC COM | PEP | 6,195 | $942,012 | 0.36% |
| 59 | NVENT ELECTRIC PLC SHS | NVT | 13,175 | $898,008 | 0.34% |
| 60 | AUTOMATIC DATA PROCESSING INC COM | ADP | 3,050 | $892,827 | 0.34% |
| 61 | VANGUARD S&P 500 ETF | 922908363 | 1,537 | $828,151 | 0.31% |
| 62 | COMMUNICATION SERVICES SELECT SECTOR SPDR FUND | 81369Y852 | 8,086 | $783,703 | 0.30% |
| 63 | INDUSTRIAL SELECT SECTOR SPDR FUND | 81369Y704 | 5,711 | $752,765 | 0.29% |
| 64 | DEXCOM INC COM | DXCM | 9,520 | $740,370 | 0.28% |
| 65 | UNITEDHEALTH GROUP INC COM | UNH | 1,446 | $731,503 | 0.28% |
| 66 | VANECK SEMICONDUCTOR ETF | 92189F676 | 2,968 | $721,400 | 0.27% |
| 67 | NUVEEN CHURCHILL DIRECT LENDIN COM SHS | 67090S108 | 42,954 | $720,768 | 0.27% |
| 68 | BROADCOM INC COM | AVGO | 3,050 | $707,112 | 0.27% |
| 69 | EXXON MOBIL CORP COM | XOM | 6,395 | $687,910 | 0.26% |
| 70 | AZENTA INC COM | AZTA | 12,990 | $649,500 | 0.25% |
| 71 | HONEYWELL INTL INC COM | 438516106 | 2,857 | $645,382 | 0.24% |
| 72 | INVESCO S&P 500 EQUAL WEIGHT ETF | IVZ | 3,587 | $628,550 | 0.24% |
| 73 | ISHARES U.S. BROKER-DEALERS & SECURITIES EXCHANGES ETF | 464288794 | 3,869 | $557,938 | 0.21% |
| 74 | DUKE ENERGY CORP NEW COM NEW | DUKB | 5,040 | $543,010 | 0.21% |
| 75 | BOEING CO COM | BA-PA | 2,820 | $499,140 | 0.19% |
| 76 | ZSCALER INC COM | ZS | 2,612 | $471,231 | 0.18% |
| 77 | ENERGY SELECT SECTOR SPDR FUND | 81369Y506 | 5,500 | $471,130 | 0.18% |
| 78 | MKS INSTRS INC COM | MKSI | 4,169 | $435,202 | 0.16% |
| 79 | PROCTER AND GAMBLE CO COM | 742718109 | 2,550 | $427,508 | 0.16% |
| 80 | WHITE MTNS INS GROUP LTD COM | G9618E107 | 206 | $400,682 | 0.15% |
| 81 | VANECK GOLD MINERS ETF | 92189F106 | 11,548 | $391,088 | 0.15% |
| 82 | BITWISE BITCOIN ETF TRUST | BITB | 7,257 | $370,258 | 0.14% |
| 83 | PPG INDS INC COM | 693506107 | 2,884 | $344,494 | 0.13% |
| 84 | AMPLIFY CYBERSECURITY ETF | 032108664 | 4,250 | $316,583 | 0.12% |
| 85 | PARKER-HANNIFIN CORP COM | PH | 491 | $312,291 | 0.12% |
| 86 | TJX COS INC NEW COM | 872540109 | 2,432 | $293,810 | 0.11% |
| 87 | TESLA INC COM | TSLA | 583 | $235,479 | 0.09% |
| 88 | PALANTIR TECHNOLOGIES INC CL A | PLTR | 2,889 | $218,523 | 0.08% |
| 89 | ISHARES MSCI EMERGING MARKETS EX CHINA ETF | 46434G764 | 3,800 | $210,710 | 0.08% |
| 90 | ENTERPRISE PRODS PARTNERS L P COM | 293792107 | 6,633 | $208,011 | 0.08% |
| 91 | SRH TOTAL RETURN FUND INC COM | STEW | 12,208 | $195,572 | 0.07% |