13F HOLDINGS REPORT
Hudson Value Partners, LLC
Quarter ended Q4 2025 · Filed January 28, 2026 · Accession 0001840501-26-000001
Total Value
$335.8M
Positions
111
Other Managers
0
Confidential Omitted
No
Holdings (111)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | ALPHABET INC CAP STK CL A | GOOG | 73,812 | $23.2M | 6.89% |
| 2 | BERKSHIRE HATHAWAY INC DEL CL B NEW | BRK-A | 44,297 | $22.3M | 6.64% |
| 3 | APPLE INC COM | AAPL | 64,340 | $17.5M | 5.23% |
| 4 | MICROSOFT CORP COM | MSFT | 31,758 | $15.4M | 4.60% |
| 5 | ALPHABET INC CAP STK CL C | GOOG | 31,148 | $9.8M | 2.92% |
| 6 | NVIDIA CORPORATION COM | NVDA | 47,889 | $8.9M | 2.66% |
| 7 | ASML HOLDING N V N Y REGISTRY SHS | ASMLF | 7,701 | $8.3M | 2.46% |
| 8 | VISA INC COM CL A | V | 23,164 | $8.2M | 2.43% |
| 9 | CORNING INC COM | GLW | 89,386 | $7.9M | 2.36% |
| 10 | MARKEL GROUP INC COM | MKL | 3,517 | $7.6M | 2.27% |
| 11 | VANGUARD TOTAL STOCK MARKET ETF | 922908769 | 22,267 | $7.5M | 2.22% |
| 12 | JOHNSON & JOHNSON COM | JNJ | 36,042 | $7.5M | 2.22% |
| 13 | EVERUS CONSTR GROUP COM | EVEX-WT | 79,756 | $7.0M | 2.08% |
| 14 | MDU RES GROUP INC COM | 552690109 | 341,046 | $6.7M | 2.00% |
| 15 | FRANCO NEV CORP COM | FNV | 32,205 | $6.7M | 2.00% |
| 16 | AMGEN INC COM | AMGN | 20,147 | $6.6M | 1.97% |
| 17 | COSTCO WHSL CORP NEW COM | 22160K105 | 7,407 | $6.4M | 1.91% |
| 18 | THERMO FISHER SCIENTIFIC INC COM | TMO | 10,623 | $6.2M | 1.84% |
| 19 | MERCK & CO INC COM | MRK | 58,337 | $6.2M | 1.84% |
| 20 | BUILDERS FIRSTSOURCE INC COM | BLDR | 59,659 | $6.2M | 1.83% |
| 21 | FIDELITY NATIONAL FINANCIAL IN COM SHS | FNF | 105,468 | $5.8M | 1.73% |
| 22 | QUALCOMM INC COM | QCOM | 32,884 | $5.7M | 1.70% |
| 23 | ESAB CORPORATION COM | ESAB | 50,066 | $5.7M | 1.69% |
| 24 | DELL TECHNOLOGIES INC CL C | DELL | 44,316 | $5.7M | 1.68% |
| 25 | AMENTUM HOLDINGS INC COM | AMTM | 187,993 | $5.5M | 1.64% |
| 26 | JPMORGAN CHASE & CO. COM | VYLD | 15,046 | $4.9M | 1.45% |
| 27 | AMAZON COM INC COM | AMZN | 18,117 | $4.2M | 1.25% |
| 28 | META PLATFORMS INC CL A | META | 6,205 | $4.1M | 1.22% |
| 29 | MCDONALDS CORP COM | MCD | 12,909 | $4.0M | 1.18% |
| 30 | DEERE & CO COM | DE | 8,359 | $3.9M | 1.17% |
| 31 | KNIFE RIVER CORP COMMON STOCK | KNF | 54,330 | $3.9M | 1.16% |
| 32 | ATLANTA BRAVES HLDGS INC COM SER A | BATRB | 90,485 | $3.9M | 1.15% |
| 33 | STATE STREET TECHNOLOGY SELECT SECTOR SPDR ETF | 81369Y803 | 26,286 | $3.8M | 1.13% |
| 34 | WALMART INC COM | WMT | 33,224 | $3.7M | 1.10% |
| 35 | CANADIAN PACIFIC KANSAS CITY COM | CP | 48,307 | $3.6M | 1.07% |
| 36 | ALIBABA GROUP HLDG LTD SPONSORED ADS | BBAAY | 23,339 | $3.4M | 1.02% |
| 37 | ONEOK INC NEW COM | OKE | 41,516 | $3.1M | 0.91% |
| 38 | ELI LILLY & CO COM | LLY | 2,782 | $3.0M | 0.89% |
| 39 | STATE STREET COMMUNICATION SERVICES SELECT SECTOR SPDR ETF | 81369Y852 | 22,921 | $2.7M | 0.80% |
| 40 | GOLDMAN SACHS HEDGE INDUSTRY VIP ETF | NVGLF | 15,632 | $2.4M | 0.72% |
| 41 | CROWDSTRIKE HLDGS INC CL A | CRWD | 4,720 | $2.2M | 0.66% |
| 42 | ADVANCED MICRO DEVICES INC COM | AMD | 10,377 | $2.2M | 0.66% |
| 43 | UBER TECHNOLOGIES INC COM | UBER | 26,092 | $2.1M | 0.64% |
| 44 | QXO INC COM NEW | QXO-PB | 99,720 | $2.1M | 0.61% |
| 45 | UNITED RENTALS INC COM | URI | 2,158 | $1.8M | 0.52% |
| 46 | NETFLIX INC COM | NFLX | 18,060 | $1.7M | 0.50% |
| 47 | SPDR S&P 500 ETF TRUST | SPY | 2,235 | $1.5M | 0.45% |
| 48 | MARTIN MARIETTA MATLS INC COM | 573284106 | 2,350 | $1.5M | 0.44% |
| 49 | EMERSON ELEC CO COM | EMR | 10,865 | $1.5M | 0.44% |
| 50 | MARRIOTT INTL INC NEW CL A | 571903202 | 4,425 | $1.4M | 0.41% |
| 51 | CHART INDS INC COM | 16115Q308 | 6,690 | $1.4M | 0.41% |
| 52 | VANGUARD RUSSELL 2000 ETF | 92206C664 | 13,722 | $1.4M | 0.41% |
| 53 | ABBOTT LABS COM | ABLZF | 10,789 | $1.4M | 0.40% |
| 54 | COCA COLA CO COM | KO | 18,191 | $1.3M | 0.38% |
| 55 | FEDEX CORP COM | FDX | 4,381 | $1.3M | 0.38% |
| 56 | DANAHER CORPORATION COM | 235851102 | 5,288 | $1.2M | 0.36% |
| 57 | VANECK GOLD MINERS ETF | 92189F106 | 14,108 | $1.2M | 0.36% |
| 58 | NVENT ELECTRIC PLC SHS | NVT | 11,675 | $1.2M | 0.36% |
| 59 | CANADIAN IMPERIAL BANK OF COMM COM | CNDIF | 12,582 | $1.1M | 0.34% |
| 60 | ISHARES MSCI BRAZIL ETF | 464286400 | 35,745 | $1.1M | 0.34% |
| 61 | HOME DEPOT INC COM | HD | 3,282 | $1.1M | 0.34% |
| 62 | KRANESHARES CSI CHINA INTERNET ETF | 500767306 | 31,511 | $1.1M | 0.32% |
| 63 | ENERGY TRANSFER L P COM UT LTD PTN | ET-PI | 64,775 | $1.1M | 0.32% |
| 64 | STATE STREET INDUSTRIAL SELECT SECTOR SPDR ETF | 81369Y704 | 6,800 | $1.1M | 0.31% |
| 65 | SERVICENOW INC COM | NOW | 6,775 | $1.0M | 0.31% |
| 66 | DISNEY WALT CO COM | 254687106 | 8,894 | $1.0M | 0.30% |
| 67 | KKR & CO INC COM | KKRT | 7,835 | $1.0M | 0.30% |
| 68 | ISHARES U.S. BROKER-DEALERS & SECURITIES EXCHANGES ETF | 464288794 | 5,416 | $971,539 | 0.29% |
| 69 | INVESCO QQQ TRUST SERIES I | IVZ | 1,508 | $929,656 | 0.28% |
| 70 | AUTOMATIC DATA PROCESSING INC COM | ADP | 3,050 | $791,567 | 0.24% |
| 71 | BROADCOM INC COM | AVGO | 2,250 | $787,163 | 0.23% |
| 72 | EXXON MOBIL CORP COM | XOM | 6,425 | $776,613 | 0.23% |
| 73 | INVESCO S&P 500 EQUAL WEIGHT ETF | IVZ | 3,609 | $694,888 | 0.21% |
| 74 | PEPSICO INC COM | PEP | 4,820 | $694,022 | 0.21% |
| 75 | BOEING CO COM | BA-PA | 2,820 | $614,549 | 0.18% |
| 76 | BITWISE BITCOIN ETF TRUST | BITB | 12,754 | $606,619 | 0.18% |
| 77 | ZSCALER INC COM | ZS | 2,412 | $548,162 | 0.16% |
| 78 | DUKE ENERGY CORP NEW COM NEW | DUKB | 4,625 | $544,270 | 0.16% |
| 79 | CHEVRON CORP NEW COM | CVX | 3,565 | $543,198 | 0.16% |
| 80 | STATE STREET ENERGY SELECT SECTOR SPDR ETF | 81369Y506 | 11,670 | $523,036 | 0.16% |
| 81 | ISHARES RUSSELL MIDCAP ETF | 464287499 | 5,280 | $513,533 | 0.15% |
| 82 | NUVEEN CHURCHILL DIRECT LENDIN COM SHS | 67090S108 | 37,720 | $503,185 | 0.15% |
| 83 | VANGUARD S&P 500 ETF | 922908363 | 796 | $502,234 | 0.15% |
| 84 | REGENERON PHARMACEUTICALS COM | REGN | 647 | $499,400 | 0.15% |
| 85 | TESLA INC COM | TSLA | 1,077 | $486,073 | 0.14% |
| 86 | AIRBNB INC COM CL A | ABNB | 3,237 | $439,326 | 0.13% |
| 87 | WHITE MTNS INS GROUP LTD COM | G9618E107 | 206 | $428,192 | 0.13% |
| 88 | PARKER-HANNIFIN CORP COM | PH | 445 | $395,525 | 0.12% |
| 89 | PROCTER AND GAMBLE CO COM | 742718109 | 2,634 | $379,383 | 0.11% |
| 90 | JPMORGAN INCOME ETF | 46641Q159 | 7,928 | $367,260 | 0.11% |
| 91 | INTERNATIONAL BUSINESS MACHS COM | INTR | 1,225 | $366,215 | 0.11% |
| 92 | TJX COS INC NEW COM | 872540109 | 2,160 | $335,271 | 0.10% |
| 93 | DT MIDSTREAM INC COMMON STOCK | DTM | 2,651 | $319,282 | 0.10% |
| 94 | AMPLIFY CYBERSECURITY ETF | 032108664 | 3,800 | $308,718 | 0.09% |
| 95 | ENTERPRISE PRODS PARTNERS L P COM | 293792107 | 9,433 | $302,624 | 0.09% |
| 96 | CATERPILLAR INC COM | CAT | 505 | $291,559 | 0.09% |
| 97 | APPLIED MATLS INC COM | 038222105 | 1,120 | $291,166 | 0.09% |
| 98 | NVIDIA CORPORATION COM | NVDA | 1,500 | $279,802 | 0.08% |
| 99 | SPDR GOLD SHARES | GLD | 700 | $277,933 | 0.08% |
| 100 | ISHARES MSCI EMERGING MARKETS EX CHINA ETF | 46434G764 | 3,800 | $276,355 | 0.08% |
| 101 | CISCO SYS INC COM | CSCO | 3,333 | $257,319 | 0.08% |
| 102 | TRAVELERS COMPANIES INC COM | TRV | 856 | $248,291 | 0.07% |
| 103 | NORFOLK SOUTHN CORP COM | 655844108 | 850 | $245,412 | 0.07% |
| 104 | PPG INDS INC COM | 693506107 | 2,282 | $236,598 | 0.07% |
| 105 | CITIGROUP INC COM NEW | C-PR | 1,980 | $231,046 | 0.07% |
| 106 | F&G ANNUITIES & LIFE INC COM | NVDA | 6,823 | $210,490 | 0.06% |
| 107 | METLIFE INC COM | MET-PF | 2,600 | $206,672 | 0.06% |
| 108 | IDEXX LABS INC COM | 45168D104 | 300 | $204,696 | 0.06% |
| 109 | SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST | 78467X109 | 420 | $203,108 | 0.06% |
| 110 | NVIDIA CORPORATION COM | NVDA | 1,000 | $186,535 | 0.06% |
| 111 | NVIDIA CORPORATION COM | NVDA | 1,000 | $186,535 | 0.06% |