13F HOLDINGS REPORT
Hudson Value Partners, LLC
Quarter ended Q3 2025 · Filed October 30, 2025 · Accession 0001840501-25-000009
Total Value
$323.0M
Positions
113
Other Managers
0
Confidential Omitted
No
Holdings (113)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | BERKSHIRE HATHAWAY INC DEL CL B NEW | BRK-A | 43,015 | $21.6M | 6.70% |
| 2 | ALPHABET INC CAP STK CL A | GOOG | 74,974 | $18.2M | 5.64% |
| 3 | APPLE INC COM | AAPL | 66,389 | $16.9M | 5.23% |
| 4 | MICROSOFT CORP COM | MSFT | 31,181 | $16.2M | 5.00% |
| 5 | NVIDIA CORPORATION COM | NVDA | 51,219 | $9.6M | 2.96% |
| 6 | VISA INC COM CL A | V | 23,238 | $7.9M | 2.46% |
| 7 | ALPHABET INC CAP STK CL C | GOOG | 32,311 | $7.9M | 2.44% |
| 8 | COSTCO WHSL CORP NEW COM | 22160K105 | 8,212 | $7.6M | 2.35% |
| 9 | ASML HOLDING N V N Y REGISTRY SHS | ASMLF | 7,638 | $7.4M | 2.29% |
| 10 | CORNING INC COM | GLW | 88,548 | $7.3M | 2.25% |
| 11 | BUILDERS FIRSTSOURCE INC COM | BLDR | 59,148 | $7.2M | 2.22% |
| 12 | FRANCO NEV CORP COM | FNV | 31,984 | $7.1M | 2.21% |
| 13 | EVERUS CONSTR GROUP COM | EVEX-WT | 79,101 | $6.8M | 2.10% |
| 14 | VANGUARD TOTAL STOCK MARKET ETF | 922908769 | 20,585 | $6.8M | 2.09% |
| 15 | MARKEL GROUP INC COM | MKL | 3,508 | $6.7M | 2.08% |
| 16 | JOHNSON & JOHNSON COM | JNJ | 34,887 | $6.5M | 2.00% |
| 17 | FIDELITY NATIONAL FINANCIAL IN COM SHS | FNF | 104,306 | $6.3M | 1.95% |
| 18 | DELL TECHNOLOGIES INC CL C | DELL | 44,065 | $6.2M | 1.93% |
| 19 | MDU RES GROUP INC COM | 552690109 | 339,021 | $6.0M | 1.87% |
| 20 | AMGEN INC COM | AMGN | 19,968 | $5.6M | 1.74% |
| 21 | ESAB CORPORATION COM | ESAB | 48,770 | $5.4M | 1.69% |
| 22 | QUALCOMM INC COM | QCOM | 32,333 | $5.4M | 1.67% |
| 23 | THERMO FISHER SCIENTIFIC INC COM | TMO | 10,614 | $5.1M | 1.59% |
| 24 | MERCK & CO INC COM | MRK | 58,831 | $4.9M | 1.53% |
| 25 | JPMORGAN CHASE & CO. COM | VYLD | 15,409 | $4.9M | 1.50% |
| 26 | AMENTUM HOLDINGS INC COM | AMTM | 185,825 | $4.5M | 1.38% |
| 27 | KNIFE RIVER CORP COMMON STOCK | KNF | 53,927 | $4.1M | 1.28% |
| 28 | AMAZON COM INC COM | AMZN | 18,306 | $4.0M | 1.24% |
| 29 | ATLANTA BRAVES HLDGS INC COM SER A | BATRB | 87,888 | $4.0M | 1.24% |
| 30 | MCDONALDS CORP COM | MCD | 12,666 | $3.8M | 1.19% |
| 31 | TECHNOLOGY SELECT SECTOR SPDR FUND | 81369Y803 | 13,055 | $3.7M | 1.14% |
| 32 | DEERE & CO COM | DE | 8,043 | $3.7M | 1.14% |
| 33 | CANADIAN PACIFIC KANSAS CITY COM | CP | 46,264 | $3.4M | 1.07% |
| 34 | WALMART INC COM | WMT | 32,644 | $3.4M | 1.04% |
| 35 | ZEBRA TECHNOLOGIES CORPORATION CL A | ZBRA | 11,296 | $3.4M | 1.04% |
| 36 | VANGUARD TOTAL STOCK MARKET ETF | 922908909 | 1,000 | $3.3M | 1.02% |
| 37 | META PLATFORMS INC CL A | META | 3,723 | $2.7M | 0.85% |
| 38 | COMMUNICATION SERVICES SELECT SECTOR SPDR FUND | 81369Y852 | 22,981 | $2.7M | 0.84% |
| 39 | UBER TECHNOLOGIES INC COM | UBER | 26,983 | $2.6M | 0.82% |
| 40 | ALIBABA GROUP HLDG LTD SPONSORED ADS | BBAAY | 14,709 | $2.6M | 0.81% |
| 41 | CROWDSTRIKE HLDGS INC CL A | CRWD | 4,995 | $2.4M | 0.76% |
| 42 | GOLDMAN SACHS HEDGE INDUSTRY VIP ETF | NVGLF | 15,401 | $2.4M | 0.73% |
| 43 | NETFLIX INC COM | NFLX | 1,831 | $2.2M | 0.68% |
| 44 | UNITED RENTALS INC COM | URI | 2,228 | $2.1M | 0.66% |
| 45 | ELI LILLY & CO COM | LLY | 2,770 | $2.1M | 0.65% |
| 46 | QXO INC COM NEW | QXO-PB | 100,092 | $1.9M | 0.59% |
| 47 | SPDR S&P 500 ETF TRUST | SPY | 2,480 | $1.7M | 0.51% |
| 48 | ADVANCED MICRO DEVICES INC COM | AMD | 10,050 | $1.6M | 0.50% |
| 49 | MARTIN MARIETTA MATLS INC COM | 573284106 | 2,350 | $1.5M | 0.46% |
| 50 | ABBOTT LABS COM | ABLZF | 10,789 | $1.4M | 0.45% |
| 51 | EMERSON ELEC CO COM | EMR | 10,865 | $1.4M | 0.44% |
| 52 | CHART INDS INC COM | 16115Q308 | 6,740 | $1.3M | 0.42% |
| 53 | HOME DEPOT INC COM | HD | 3,305 | $1.3M | 0.41% |
| 54 | VANGUARD RUSSELL 2000 ETF | 92206C664 | 13,446 | $1.3M | 0.41% |
| 55 | SERVICENOW INC COM | NOW | 1,355 | $1.2M | 0.39% |
| 56 | COCA COLA CO COM | KO | 18,191 | $1.2M | 0.37% |
| 57 | MARRIOTT INTL INC NEW CL A | 571903202 | 4,425 | $1.2M | 0.36% |
| 58 | NVENT ELECTRIC PLC SHS | NVT | 11,675 | $1.2M | 0.36% |
| 59 | ENERGY TRANSFER L P COM UT LTD PTN | ET-PI | 64,775 | $1.1M | 0.34% |
| 60 | ISHARES MSCI BRAZIL ETF | 464286400 | 35,503 | $1.1M | 0.34% |
| 61 | TESLA INC COM | TSLA | 2,426 | $1.1M | 0.33% |
| 62 | VANECK GOLD MINERS ETF | 92189F106 | 14,087 | $1.1M | 0.33% |
| 63 | FEDEX CORP COM | FDX | 4,481 | $1.1M | 0.33% |
| 64 | INDUSTRIAL SELECT SECTOR SPDR FUND | 81369Y704 | 6,727 | $1.0M | 0.32% |
| 65 | DANAHER CORPORATION COM | 235851102 | 5,210 | $1.0M | 0.32% |
| 66 | KKR & CO INC COM | KKRT | 7,835 | $1.0M | 0.32% |
| 67 | CANADIAN IMPERIAL BANK OF COMM COM | CNDIF | 12,582 | $1.0M | 0.31% |
| 68 | INVESCO QQQ TRUST SERIES I | IVZ | 1,625 | $975,601 | 0.30% |
| 69 | ISHARES U.S. BROKER-DEALERS & SECURITIES EXCHANGES ETF | 464288794 | 5,349 | $946,148 | 0.29% |
| 70 | DISNEY WALT CO COM | 254687106 | 8,042 | $920,809 | 0.29% |
| 71 | AUTOMATIC DATA PROCESSING INC COM | ADP | 3,050 | $895,175 | 0.28% |
| 72 | KRANESHARES CSI CHINA INTERNET ETF | 500767306 | 20,560 | $863,737 | 0.27% |
| 73 | BITWISE BITCOIN ETF TRUST | BITB | 13,186 | $820,472 | 0.25% |
| 74 | BROADCOM INC COM | AVGO | 2,250 | $742,298 | 0.23% |
| 75 | EXXON MOBIL CORP COM | XOM | 6,425 | $724,419 | 0.22% |
| 76 | ZSCALER INC COM | ZS | 2,412 | $722,780 | 0.22% |
| 77 | INVESCO S&P 500 EQUAL WEIGHT ETF | IVZ | 3,606 | $684,058 | 0.21% |
| 78 | PEPSICO INC COM | PEP | 4,820 | $676,921 | 0.21% |
| 79 | BOEING CO COM | BA-PA | 2,820 | $608,641 | 0.19% |
| 80 | DUKE ENERGY CORP NEW COM NEW | DUKB | 4,625 | $572,344 | 0.18% |
| 81 | CHEVRON CORP NEW COM | CVX | 3,565 | $553,609 | 0.17% |
| 82 | ENERGY SELECT SECTOR SPDR FUND | 81369Y506 | 5,835 | $521,299 | 0.16% |
| 83 | NUVEEN CHURCHILL DIRECT LENDIN COM SHS | 67090S108 | 37,720 | $520,536 | 0.16% |
| 84 | VANGUARD S&P 500 ETF | 922908363 | 796 | $487,454 | 0.15% |
| 85 | AIRBNB INC COM CL A | ABNB | 3,711 | $450,590 | 0.14% |
| 86 | IPATH SERIES B S&P 500 VIX SHORT-TERM FUTURES ETN | VXZ | 13,207 | $437,944 | 0.14% |
| 87 | REGENERON PHARMACEUTICALS COM | REGN | 759 | $426,763 | 0.13% |
| 88 | DEXCOM INC COM | DXCM | 5,980 | $402,394 | 0.12% |
| 89 | VANGUARD TOTAL STOCK MARKET ETF | 922908909 | 1,200 | $393,804 | 0.12% |
| 90 | PROCTER AND GAMBLE CO COM | 742718109 | 2,550 | $391,808 | 0.12% |
| 91 | JPMORGAN INCOME ETF | 46641Q159 | 7,931 | $368,113 | 0.11% |
| 92 | WHITE MTNS INS GROUP LTD COM | G9618E107 | 206 | $344,333 | 0.11% |
| 93 | INTERNATIONAL BUSINESS MACHS COM | INTR | 1,175 | $331,538 | 0.10% |
| 94 | AMPLIFY CYBERSECURITY ETF | 032108664 | 3,800 | $329,840 | 0.10% |
| 95 | PARKER-HANNIFIN CORP COM | PH | 397 | $300,986 | 0.09% |
| 96 | DT MIDSTREAM INC COMMON STOCK | DTM | 2,651 | $299,722 | 0.09% |
| 97 | PPG INDS INC COM | 693506107 | 2,814 | $295,780 | 0.09% |
| 98 | ENTERPRISE PRODS PARTNERS L P COM | 293792107 | 9,433 | $294,970 | 0.09% |
| 99 | TJX COS INC NEW COM | 872540109 | 1,896 | $274,048 | 0.08% |
| 100 | ORACLE CORP COM | ORCL-PD | 955 | $268,584 | 0.08% |
| 101 | ISHARES MSCI EMERGING MARKETS EX CHINA ETF | 46434G764 | 3,800 | $256,538 | 0.08% |
| 102 | NORFOLK SOUTHN CORP COM | 655844108 | 850 | $255,349 | 0.08% |
| 103 | SPDR GOLD SHARES | GLD | 700 | $248,829 | 0.08% |
| 104 | CATERPILLAR INC COM | CAT | 500 | $238,575 | 0.07% |
| 105 | APPLIED MATLS INC COM | 038222105 | 1,120 | $229,309 | 0.07% |
| 106 | IDEXX LABS INC COM | 45168D104 | 350 | $223,612 | 0.07% |
| 107 | METLIFE INC COM | MET-PF | 2,600 | $214,162 | 0.07% |
| 108 | CITIGROUP INC COM NEW | C-PR | 1,980 | $200,970 | 0.06% |
| 109 | NVIDIA CORPORATION COM | NVDA | 1,000 | $186,580 | 0.06% |
| 110 | NVIDIA CORPORATION COM | NVDA | 1,000 | $186,580 | 0.06% |
| 111 | NVIDIA CORPORATION COM | NVDA | 800 | $149,264 | 0.05% |
| 112 | APPLE INC COM | AAPL | 300 | $76,389 | 0.02% |
| 113 | KRANESHARES CSI CHINA INTERNET ETF | 500767906 | 1,000 | $42,010 | 0.01% |