13F HOLDINGS REPORT
Hudson Value Partners, LLC
Quarter ended Q2 2025 · Filed July 18, 2025 · Accession 0001840501-25-000006
Total Value
$289.8M
Positions
110
Other Managers
0
Confidential Omitted
No
Holdings (110)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | BERKSHIRE HATHAWAY INC DEL CL B NEW | BRK-A | 43,260 | $21.0M | 7.25% |
| 2 | MICROSOFT CORP COM | MSFT | 30,736 | $15.3M | 5.27% |
| 3 | APPLE INC COM | AAPL | 67,378 | $13.8M | 4.77% |
| 4 | ALPHABET INC CAP STK CL A | GOOG | 75,230 | $13.3M | 4.57% |
| 5 | VISA INC COM CL A | V | 23,344 | $8.3M | 2.86% |
| 6 | COSTCO WHSL CORP NEW COM | 22160K105 | 8,109 | $8.0M | 2.77% |
| 7 | NVIDIA CORPORATION COM | NVDA | 49,969 | $7.9M | 2.72% |
| 8 | BUILDERS FIRSTSOURCE INC COM | BLDR | 60,386 | $7.0M | 2.43% |
| 9 | MARKEL GROUP INC COM | MKL | 3,476 | $6.9M | 2.40% |
| 10 | ASML HOLDING N V N Y REGISTRY SHS | ASMLF | 7,569 | $6.1M | 2.09% |
| 11 | MDU RES GROUP INC COM | 552690109 | 349,122 | $5.8M | 2.01% |
| 12 | CORNING INC COM | GLW | 109,209 | $5.7M | 1.98% |
| 13 | ALPHABET INC CAP STK CL C | GOOG | 32,311 | $5.7M | 1.98% |
| 14 | AMGEN INC COM | AMGN | 19,799 | $5.5M | 1.91% |
| 15 | ESAB CORPORATION COM | ESAB | 45,737 | $5.5M | 1.90% |
| 16 | DELL TECHNOLOGIES INC CL C | DELL | 44,200 | $5.4M | 1.87% |
| 17 | VANGUARD TOTAL STOCK MARKET ETF | 922908769 | 17,730 | $5.4M | 1.86% |
| 18 | QUALCOMM INC COM | QCOM | 32,446 | $5.2M | 1.78% |
| 19 | JOHNSON & JOHNSON COM | JNJ | 33,722 | $5.2M | 1.78% |
| 20 | EVERUS CONSTR GROUP COM | EVEX-WT | 80,361 | $5.1M | 1.76% |
| 21 | JPMORGAN CHASE & CO. COM | VYLD | 17,557 | $5.1M | 1.76% |
| 22 | FIDELITY NATIONAL FINANCIAL IN COM SHS | FNF | 90,430 | $5.1M | 1.75% |
| 23 | FRANCO NEV CORP COM | FNV | 30,732 | $5.0M | 1.74% |
| 24 | MERCK & CO INC COM | MRK | 61,683 | $4.9M | 1.68% |
| 25 | AMENTUM HOLDINGS INC COM | AMTM | 185,701 | $4.4M | 1.51% |
| 26 | ATLANTA BRAVES HLDGS INC COM SER A | BATRB | 87,901 | $4.3M | 1.49% |
| 27 | KNIFE RIVER CORP COMMON STOCK | KNF | 52,943 | $4.3M | 1.49% |
| 28 | ZEBRA TECHNOLOGIES CORPORATION CL A | ZBRA | 13,831 | $4.3M | 1.47% |
| 29 | AMAZON COM INC COM | AMZN | 18,469 | $4.1M | 1.40% |
| 30 | MCDONALDS CORP COM | MCD | 12,936 | $3.8M | 1.30% |
| 31 | THERMO FISHER SCIENTIFIC INC COM | TMO | 9,258 | $3.8M | 1.30% |
| 32 | CANADIAN PACIFIC KANSAS CITY COM | CP | 47,116 | $3.7M | 1.29% |
| 33 | DEERE & CO COM | DE | 6,800 | $3.5M | 1.19% |
| 34 | WALMART INC COM | WMT | 33,644 | $3.3M | 1.14% |
| 35 | TECHNOLOGY SELECT SECTOR SPDR FUND | 81369Y803 | 12,287 | $3.1M | 1.07% |
| 36 | CROWDSTRIKE HLDGS INC CL A | CRWD | 4,995 | $2.5M | 0.88% |
| 37 | UBER TECHNOLOGIES INC COM | UBER | 26,983 | $2.5M | 0.87% |
| 38 | NETFLIX INC COM | NFLX | 1,843 | $2.5M | 0.85% |
| 39 | META PLATFORMS INC CL A | META | 3,343 | $2.5M | 0.85% |
| 40 | COMMUNICATION SERVICES SELECT SECTOR SPDR FUND | 81369Y852 | 19,847 | $2.2M | 0.74% |
| 41 | HOME DEPOT INC COM | HD | 5,535 | $2.0M | 0.70% |
| 42 | ELI LILLY & CO COM | LLY | 2,449 | $1.9M | 0.66% |
| 43 | GOLDMAN SACHS HEDGE INDUSTRY VIP ETF | NVGLF | 13,264 | $1.8M | 0.63% |
| 44 | UNITED RENTALS INC COM | URI | 2,228 | $1.7M | 0.58% |
| 45 | QXO INC COM NEW | QXO-PB | 75,560 | $1.6M | 0.56% |
| 46 | SPDR S&P 500 ETF TRUST | SPY | 2,585 | $1.6M | 0.55% |
| 47 | ADVANCED MICRO DEVICES INC COM | AMD | 11,215 | $1.6M | 0.55% |
| 48 | BOOKING HOLDINGS INC COM | BKNG | 266 | $1.5M | 0.53% |
| 49 | ABBOTT LABS COM | ABLZF | 10,789 | $1.5M | 0.51% |
| 50 | EMERSON ELEC CO COM | EMR | 10,865 | $1.4M | 0.50% |
| 51 | SERVICENOW INC COM | NOW | 1,355 | $1.4M | 0.48% |
| 52 | MARTIN MARIETTA MATLS INC COM | 573284106 | 2,380 | $1.3M | 0.45% |
| 53 | COCA COLA CO COM | KO | 18,191 | $1.3M | 0.44% |
| 54 | MARRIOTT INTL INC NEW CL A | 571903202 | 4,425 | $1.2M | 0.42% |
| 55 | VANGUARD HEALTH CARE ETF | 92204A504 | 4,786 | $1.2M | 0.41% |
| 56 | ENERGY TRANSFER L P COM UT LTD PTN | ET-PI | 64,775 | $1.2M | 0.41% |
| 57 | CHART INDS INC COM | 16115Q308 | 6,740 | $1.1M | 0.38% |
| 58 | KKR & CO INC COM | KKRT | 7,835 | $1.0M | 0.36% |
| 59 | FEDEX CORP COM | FDX | 4,481 | $1.0M | 0.35% |
| 60 | DISNEY WALT CO COM | 254687106 | 8,042 | $997,288 | 0.34% |
| 61 | AUTOMATIC DATA PROCESSING INC COM | ADP | 3,050 | $940,620 | 0.32% |
| 62 | INVESCO QQQ TRUST SERIES I | IVZ | 1,676 | $924,549 | 0.32% |
| 63 | CANADIAN IMPERIAL BK COMM COM | CNDIF | 12,582 | $891,183 | 0.31% |
| 64 | VANECK SEMICONDUCTOR ETF | 92189F676 | 3,082 | $859,581 | 0.30% |
| 65 | NVENT ELECTRIC PLC SHS | NVT | 11,675 | $855,194 | 0.30% |
| 66 | ISHARES MSCI BRAZIL ETF | 464286400 | 29,528 | $851,878 | 0.29% |
| 67 | INDUSTRIAL SELECT SECTOR SPDR FUND | 81369Y704 | 5,724 | $844,402 | 0.29% |
| 68 | BROADCOM INC COM | AVGO | 3,050 | $840,733 | 0.29% |
| 69 | ZSCALER INC COM | ZS | 2,424 | $760,991 | 0.26% |
| 70 | ISHARES U.S. BROKER-DEALERS & SECURITIES EXCHANGES ETF | 464288794 | 4,446 | $751,962 | 0.26% |
| 71 | DANAHER CORPORATION COM | 235851102 | 3,635 | $718,058 | 0.25% |
| 72 | BITWISE BITCOIN ETF TRUST | BITB | 11,893 | $696,818 | 0.24% |
| 73 | DEXCOM INC COM | DXCM | 7,980 | $696,574 | 0.24% |
| 74 | NUVEEN CHURCHILL DIRECT LENDIN COM SHS | 67090S108 | 42,954 | $695,425 | 0.24% |
| 75 | MICRON TECHNOLOGY INC COM | MU | 5,595 | $689,584 | 0.24% |
| 76 | EXXON MOBIL CORP COM | XOM | 6,395 | $689,381 | 0.24% |
| 77 | VANECK GOLD MINERS ETF | 92189F106 | 13,001 | $676,823 | 0.23% |
| 78 | INVESCO S&P 500 EQUAL WEIGHT ETF | IVZ | 3,670 | $666,986 | 0.23% |
| 79 | PEPSICO INC COM | PEP | 4,820 | $636,433 | 0.22% |
| 80 | DUKE ENERGY CORP NEW COM NEW | DUKB | 5,040 | $594,720 | 0.21% |
| 81 | BOEING CO COM | BA-PA | 2,820 | $590,875 | 0.20% |
| 82 | CHEVRON CORP NEW COM | CVX | 3,565 | $510,472 | 0.18% |
| 83 | AIRBNB INC COM CL A | ABNB | 3,711 | $491,114 | 0.17% |
| 84 | ENERGY SELECT SECTOR SPDR FUND | 81369Y506 | 5,735 | $486,385 | 0.17% |
| 85 | SNAP INC CL A | SNAP | 52,956 | $460,188 | 0.16% |
| 86 | VANGUARD S&P 500 ETF | 922908363 | 796 | $452,152 | 0.16% |
| 87 | CORE NATURAL RESOURCES INC COM SHS | CNR | 6,434 | $448,707 | 0.15% |
| 88 | PROCTER AND GAMBLE CO COM | 742718109 | 2,550 | $406,266 | 0.14% |
| 89 | REGENERON PHARMACEUTICALS COM | REGN | 759 | $398,475 | 0.14% |
| 90 | WHITE MTNS INS GROUP LTD COM | G9618E107 | 206 | $369,918 | 0.13% |
| 91 | INTERNATIONAL BUSINESS MACHS COM | INTR | 1,185 | $349,314 | 0.12% |
| 92 | AMPLIFY CYBERSECURITY ETF | 032108664 | 3,800 | $328,206 | 0.11% |
| 93 | PPG INDS INC COM | 693506107 | 2,814 | $320,093 | 0.11% |
| 94 | PARKER-HANNIFIN CORP COM | PH | 431 | $301,041 | 0.10% |
| 95 | ENTERPRISE PRODS PARTNERS L P COM | 293792107 | 9,433 | $292,517 | 0.10% |
| 96 | AZENTA INC COM | AZTA | 7,870 | $242,239 | 0.08% |
| 97 | ISHARES MSCI EMERGING MARKETS EX CHINA ETF | 46434G764 | 3,800 | $239,932 | 0.08% |
| 98 | TESLA INC COM | TSLA | 753 | $239,057 | 0.08% |
| 99 | TJX COS INC NEW COM | 872540109 | 1,932 | $238,583 | 0.08% |
| 100 | CISCO SYS INC COM | CSCO | 3,213 | $222,918 | 0.08% |
| 101 | ORACLE CORP COM | ORCL-PD | 1,015 | $221,909 | 0.08% |
| 102 | JPMORGAN INCOME ETF | 46641Q159 | 4,750 | $220,020 | 0.08% |
| 103 | NORFOLK SOUTHN CORP COM | 655844108 | 850 | $217,575 | 0.08% |
| 104 | SPDR GOLD SHARES | GLD | 700 | $213,381 | 0.07% |
| 105 | METLIFE INC COM | MET-PF | 2,600 | $209,092 | 0.07% |
| 106 | DT MIDSTREAM INC COMMON STOCK | DTM | 1,901 | $208,939 | 0.07% |
| 107 | APPLIED MATLS INC COM | 038222105 | 1,120 | $205,038 | 0.07% |
| 108 | NVIDIA CORPORATION COM | NVDA | 1,000 | $157,990 | 0.05% |
| 109 | NVIDIA CORPORATION COM | NVDA | 500 | $78,995 | 0.03% |
| 110 | ALPHABET INC CL A | GOOG | 300 | $52,869 | 0.02% |