13F HOLDINGS REPORT
Hudson Value Partners, LLC
Quarter ended Q1 2025 · Filed April 22, 2025 · Accession 0001840501-25-000005
Total Value
$266.1M
Positions
100
Other Managers
0
Confidential Omitted
No
Holdings (100)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | BERKSHIRE HATHAWAY INC DEL CL B NEW | BRK-A | 42,416 | $22.6M | 8.49% |
| 2 | APPLE INC COM | AAPL | 69,639 | $15.5M | 5.81% |
| 3 | MICROSOFT CORP COM | MSFT | 32,390 | $12.2M | 4.57% |
| 4 | ALPHABET INC CAP STK CL A | GOOG | 74,229 | $11.5M | 4.31% |
| 5 | COSTCO WHSL CORP NEW COM | 22160K105 | 9,257 | $8.8M | 3.29% |
| 6 | VISA INC COM CL A | V | 23,123 | $8.1M | 3.05% |
| 7 | MERCK & CO INC COM | MRK | 83,311 | $7.5M | 2.81% |
| 8 | BUILDERS FIRSTSOURCE INC COM | BLDR | 59,031 | $7.4M | 2.77% |
| 9 | VANGUARD TOTAL STOCK MARKET ETF | 922908769 | 24,326 | $6.7M | 2.51% |
| 10 | JOHNSON & JOHNSON COM | JNJ | 38,324 | $6.4M | 2.39% |
| 11 | MARKEL GROUP INC COM | MKL | 3,288 | $6.1M | 2.31% |
| 12 | MDU RES GROUP INC COM | 552690109 | 343,429 | $5.8M | 2.18% |
| 13 | FIDELITY NATIONAL FINANCIAL IN FNF GROUP COM | FNF | 89,064 | $5.8M | 2.18% |
| 14 | ESAB CORPORATION COM | ESAB | 44,704 | $5.2M | 1.96% |
| 15 | QUALCOMM INC COM | QCOM | 33,318 | $5.1M | 1.92% |
| 16 | ALPHABET INC CAP STK CL C | GOOG | 32,653 | $5.1M | 1.92% |
| 17 | NVIDIA CORPORATION COM | NVDA | 45,953 | $5.0M | 1.87% |
| 18 | CORNING INC COM | GLW | 108,544 | $5.0M | 1.87% |
| 19 | FRANCO NEV CORP COM | FNV | 31,518 | $5.0M | 1.87% |
| 20 | AMGEN INC COM | AMGN | 15,772 | $4.9M | 1.85% |
| 21 | KNIFE RIVER CORP COMMON STOCK | KNF | 52,689 | $4.8M | 1.79% |
| 22 | DELL TECHNOLOGIES INC CL C | DELL | 44,869 | $4.1M | 1.54% |
| 23 | MCDONALDS CORP COM | MCD | 12,737 | $4.0M | 1.50% |
| 24 | ATLANTA BRAVES HLDGS INC COM SER A | BATRB | 87,305 | $3.8M | 1.44% |
| 25 | ZEBRA TECHNOLOGIES CORPORATION CL A | ZBRA | 13,340 | $3.8M | 1.42% |
| 26 | JPMORGAN CHASE & CO. COM | VYLD | 15,347 | $3.8M | 1.41% |
| 27 | ASML HOLDING N V N Y REGISTRY SHS | ASMLF | 5,623 | $3.7M | 1.40% |
| 28 | AMENTUM HOLDINGS INC COM | AMTM | 188,283 | $3.4M | 1.29% |
| 29 | AMAZON COM INC COM | AMZN | 17,953 | $3.4M | 1.28% |
| 30 | WALMART INC COM | WMT | 37,780 | $3.3M | 1.25% |
| 31 | DEERE & CO COM | DE | 6,557 | $3.1M | 1.16% |
| 32 | EVERUS CONSTR GROUP COM | EVEX-WT | 79,014 | $2.9M | 1.10% |
| 33 | CANADIAN PACIFIC KANSAS CITY COM | CP | 41,561 | $2.9M | 1.10% |
| 34 | HOME DEPOT INC COM | HD | 7,711 | $2.8M | 1.06% |
| 35 | TECHNOLOGY SELECT SECTOR SPDR FUND | 81369Y803 | 13,562 | $2.8M | 1.05% |
| 36 | ELI LILLY & CO COM | LLY | 2,474 | $2.0M | 0.77% |
| 37 | CROWDSTRIKE HLDGS INC CL A | CRWD | 5,520 | $1.9M | 0.73% |
| 38 | UBER TECHNOLOGIES INC COM | UBER | 26,585 | $1.9M | 0.73% |
| 39 | NETFLIX INC COM | NFLX | 1,971 | $1.8M | 0.69% |
| 40 | VANGUARD SMALL CAP VALUE ETF | 922908611 | 9,672 | $1.8M | 0.68% |
| 41 | META PLATFORMS INC CL A | META | 2,639 | $1.5M | 0.57% |
| 42 | ABBOTT LABS COM | ABLZF | 10,789 | $1.4M | 0.54% |
| 43 | SPDR S&P 500 ETF TRUST | SPY | 2,540 | $1.4M | 0.53% |
| 44 | UNITED RENTALS INC COM | URI | 2,228 | $1.4M | 0.52% |
| 45 | VANGUARD HEALTH CARE ETF | 92204A504 | 5,054 | $1.3M | 0.50% |
| 46 | COCA COLA CO COM | KO | 18,466 | $1.3M | 0.50% |
| 47 | BOOKING HOLDINGS INC COM | BKNG | 281 | $1.3M | 0.49% |
| 48 | RIO TINTO PLC SPONSORED ADR | RTNTF | 20,884 | $1.3M | 0.47% |
| 49 | GOLDMAN SACHS HEDGE INDUSTRY VIP ETF | NVGLF | 10,439 | $1.2M | 0.46% |
| 50 | ENERGY TRANSFER L P COM UT LTD PTN | ET-PI | 64,775 | $1.2M | 0.45% |
| 51 | EMERSON ELEC CO COM | EMR | 10,865 | $1.2M | 0.45% |
| 52 | COMMUNICATION SERVICES SELECT SECTOR SPDR FUND | 81369Y852 | 12,140 | $1.2M | 0.44% |
| 53 | ADVANCED MICRO DEVICES INC COM | AMD | 11,215 | $1.2M | 0.43% |
| 54 | MARTIN MARIETTA MATLS INC COM | 573284106 | 2,385 | $1.1M | 0.43% |
| 55 | FEDEX CORP COM | FDX | 4,481 | $1.1M | 0.41% |
| 56 | SERVICENOW INC COM | NOW | 1,355 | $1.1M | 0.41% |
| 57 | MARRIOTT INTL INC NEW CL A | 571903202 | 4,425 | $1.1M | 0.40% |
| 58 | DANAHER CORPORATION COM | 235851102 | 4,977 | $1.0M | 0.38% |
| 59 | CHART INDS INC COM | 16115Q308 | 6,740 | $972,986 | 0.37% |
| 60 | AUTOMATIC DATA PROCESSING INC COM | ADP | 3,050 | $931,867 | 0.35% |
| 61 | DISNEY WALT CO COM | 254687106 | 9,290 | $916,923 | 0.34% |
| 62 | KKR & CO INC COM | KKRT | 7,835 | $905,804 | 0.34% |
| 63 | PEPSICO INC COM | PEP | 5,470 | $820,172 | 0.31% |
| 64 | INDUSTRIAL SELECT SECTOR SPDR FUND | 81369Y704 | 6,030 | $790,361 | 0.30% |
| 65 | VANGUARD S&P 500 ETF | 922908363 | 1,537 | $789,880 | 0.30% |
| 66 | INVESCO QQQ TRUST SERIES I | IVZ | 1,647 | $772,311 | 0.29% |
| 67 | EXXON MOBIL CORP COM | XOM | 6,395 | $760,557 | 0.29% |
| 68 | CHEVRON CORP NEW COM | CVX | 4,493 | $751,634 | 0.28% |
| 69 | NUVEEN CHURCHILL DIRECT LENDIN COM SHS | 67090S108 | 42,954 | $729,359 | 0.27% |
| 70 | CANADIAN IMPERIAL BK COMM COM | CNDIF | 12,582 | $708,367 | 0.27% |
| 71 | NVENT ELECTRIC PLC SHS | NVT | 13,175 | $690,634 | 0.26% |
| 72 | VANECK SEMICONDUCTOR ETF | 92189F676 | 3,184 | $673,357 | 0.25% |
| 73 | DEXCOM INC COM | DXCM | 9,520 | $650,121 | 0.24% |
| 74 | TESLA INC COM | TSLA | 2,475 | $641,565 | 0.24% |
| 75 | INVESCO S&P 500 EQUAL WEIGHT ETF | IVZ | 3,668 | $635,408 | 0.24% |
| 76 | ISHARES U.S. BROKER-DEALERS & SECURITIES EXCHANGES ETF | 464288794 | 4,490 | $629,143 | 0.24% |
| 77 | DUKE ENERGY CORP NEW COM NEW | DUKB | 5,040 | $614,729 | 0.23% |
| 78 | ENERGY SELECT SECTOR SPDR FUND | 81369Y506 | 5,980 | $558,831 | 0.21% |
| 79 | BITWISE BITCOIN ETF TRUST | BITB | 12,280 | $551,144 | 0.21% |
| 80 | BROADCOM INC COM | AVGO | 3,070 | $514,010 | 0.19% |
| 81 | BOEING CO COM | BA-PA | 2,820 | $480,951 | 0.18% |
| 82 | ZSCALER INC COM | ZS | 2,412 | $478,589 | 0.18% |
| 83 | VANECK GOLD MINERS ETF | 92189F106 | 10,406 | $478,377 | 0.18% |
| 84 | PROCTER AND GAMBLE CO COM | 742718109 | 2,550 | $434,571 | 0.16% |
| 85 | WHITE MTNS INS GROUP LTD COM | G9618E107 | 206 | $396,717 | 0.15% |
| 86 | AZENTA INC COM | AZTA | 9,730 | $337,047 | 0.13% |
| 87 | ENTERPRISE PRODS PARTNERS L P COM | 293792107 | 9,433 | $322,043 | 0.12% |
| 88 | PPG INDS INC COM | 693506107 | 2,884 | $315,365 | 0.12% |
| 89 | INTERNATIONAL BUSINESS MACHS COM | INTR | 1,186 | $294,911 | 0.11% |
| 90 | INTERACTIVE BROKERS GROUP INC COM CL A | 45841N107 | 1,779 | $294,585 | 0.11% |
| 91 | DT MIDSTREAM INC COMMON STOCK | DTM | 2,901 | $279,888 | 0.11% |
| 92 | AMPLIFY CYBERSECURITY ETF | 032108664 | 3,800 | $272,840 | 0.10% |
| 93 | PARKER-HANNIFIN CORP COM | PH | 431 | $261,983 | 0.10% |
| 94 | TJX COS INC NEW COM | 872540109 | 1,932 | $235,318 | 0.09% |
| 95 | ABBVIE INC COM | ABBV | 1,012 | $212,034 | 0.08% |
| 96 | SRH TOTAL RETURN FUND INC COM | STEW | 12,208 | $210,588 | 0.08% |
| 97 | SNAP INC CL A | SNAP | 24,169 | $210,512 | 0.08% |
| 98 | ISHARES MSCI EMERGING MARKETS EX CHINA ETF | 46434G764 | 3,800 | $209,342 | 0.08% |
| 99 | BLACKSTONE SECD LENDING FD COMMON STOCK | BX | 6,386 | $206,651 | 0.08% |
| 100 | NORFOLK SOUTHN CORP COM | 655844108 | 850 | $201,323 | 0.08% |