Hudson Value Partners, LLC
In its 13F for Q2 2026 (holdings as of June 30, 2026, filed July 10, 2026), Hudson Value Partners, LLC reported 108 stock positions worth $398.1 million. Its top holding was Alphabet Class A (GOOGL) at 6.5% of the portfolio, followed by Berkshire Hathaway Class B (BRK.B, 5.9%) and Corning (GLW, 5.0%). Compared with Q1 2026, it opened 13 new positions, sold out of 5, added to 39 and reduced 40. The biggest buy was a new position in Goldman Sachs Access Treasur (GBIL) and the biggest sale an exit from SS Comm Select Sector SPDR (XLC).
- Most Recent 13F
- Q2 2026
- Location
- PALM BEACH, FL
- CIK
- 0001840501
- Portfolio Value
- $398.1M (Q2 2026)
- SEC Filing
- 0001840501-26-000004 ↗ filed Jul 10, 2026
Holdings Value
Holdings 108 stocks · $398.1M
| GOOGL Alphabet Inc. Class A | 6.46% | 71,952 | $25.7M | Reduce -2.7% |
| BRK.B Berkshire Hathaway Inc. Class B | 5.90% | 46,971 | $23.5M | Add +2.4% |
| GLW Corning Inc. | 5.05% | 78,634 | $20.1M | Reduce -10.6% |
| AAPL Apple Inc. | 4.49% | 61,779 | $17.9M | Reduce -2.5% |
| MSFT Microsoft Corp. | 3.58% | 38,209 | $14.3M | Add +7.7% |
| DELL Dell Technologies -C | 3.26% | 30,104 | $13.0M | Reduce -32.7% |
| ASML ASML Holding NV-NY Reg SHS filed as ASML HLDG NV | 3.18% | 6,367 | $12.7M | Reduce -5.9% |
| ECG Everus Construction Group | 3.11% | 74,538 | $12.4M | Reduce -3.0% |
| VTI VG Morningstar TS MKT ETF-US | 2.52% | 27,116 | $10.0M | Add +19.2% |
| JNJ Johnson & Johnson | 2.47% | 38,698 | $9.8M | Add +8.5% |
| NVDA Nvidia Corp. | 2.46% | 49,009 | $9.8M | Add +10.3% |
| GOOG Alphabet Inc. Class C | 2.26% | 25,451 | $9.0M | Reduce -4.9% |
| V Visa Inc. Class A | 2.15% | 24,902 | $8.5M | Add +4.5% |
| TMO Thermo Fisher Scientific Inc. | 2.10% | 16,653 | $8.3M | Add +24.9% |
| MKL Markel Group Inc. | 1.93% | 3,940 | $7.7M | Add +10.6% |
| AMGN Amgen Inc. | 1.93% | 21,171 | $7.7M | Add +4.2% |
| MDU Mdu Resources Group Inc. | 1.85% | 348,073 | $7.4M | Reduce -0.8% |
| MRK Merck & Co. Inc. | 1.85% | 57,439 | $7.4M | Reduce -3.0% |
| FNV Franco-Nevada Corp. | 1.76% | 33,589 | $7.0M | Reduce -0.8% |
| ESAB Esab Corp. | 1.63% | 65,729 | $6.5M | Add +19.9% |
| COST Costco Wholesale Corp. | 1.61% | 6,866 | $6.4M | Reduce -1.6% |
| QCOM Qualcomm Inc. | 1.60% | 34,418 | $6.4M | Add +5.7% |
| AMD Advanced Micro Devices | 1.55% | 10,591 | $6.2M | Reduce -31.2% |
| OKE Oneok Inc. | 1.48% | 67,843 | $5.9M | Add +5.1% |
| DE Deere & Co. | 1.45% | 9,130 | $5.8M | Add +9.3% |
| JPM JPMorgan Chase & Co. | 1.44% | 17,496 | $5.7M | Add +8.8% |
| BLDR Builders Firstsource Inc. | 1.37% | 60,904 | $5.4M | Add +10.2% |
| BATRA Atlanta Braves Holdings in-A | 1.37% | 96,702 | $5.4M | Add +7.2% |
| AMTM Amentum Holdings Inc. | 1.30% | 250,185 | $5.2M | Add +22.7% |
| FNF Fidelity National Financial | 1.19% | 100,489 | $4.7M | Reduce -2.8% |
| KNF Knife River Corp. | 1.17% | 55,618 | $4.7M | Add +0.2% |
| GVIP Gold Sachs Hedge Ind Vip ETF | 1.15% | 24,163 | $4.6M | Add +49.6% |
| XLK SS Technology Select Sector | 1.12% | 23,460 | $4.5M | Add +0.5% |
| CP Canadian Pacific Kansas City | 1.09% | 50,029 | $4.3M | Add +3.4% |
| MCD McDonald's Corp. | 1.07% | 15,790 | $4.3M | Add +22.1% |
| AMZN Amazon.com Inc. | 1.00% | 16,722 | $4.0M | Reduce -5.0% |
| META Meta Platforms Inc. Class A | 0.97% | 6,829 | $3.8M | Reduce -2.3% |
| CRWD CrowdStrike Holdings Inc. Class A | 0.96% | 5,000 | $3.8M | Reduce -0.4% |
| QXO Qxo Inc. | 0.94% | 215,998 | $3.7M | Add +87.6% |
| WMT Walmart Inc. | 0.90% | 31,745 | $3.6M | Reduce -0.7% |
| LLY Eli Lilly & Co. | 0.78% | 2,587 | $3.1M | Reduce -0.5% |
| BABA Alibaba Group Holding-SP ADR | 0.71% | 29,344 | $2.8M | Add +24.3% |
| DFSV Dimensional US Small Cap Val | 0.66% | 67,407 | $2.6M | Add +0.9% |
| URI United Rentals Inc. | 0.55% | 1,933 | $2.2M | Reduce -0.5% |
| GBIL Goldman Sachs Access Treasur | 0.50% | 20,023 | $2.0M | New |
| VBIL Vanguard 0-3M T-Bill ETF | 0.47% | 24,783 | $1.9M | Add +638.3% |
| FDX FedEx Corp. | 0.45% | 5,776 | $1.8M | Add +32.7% |
| NVT Nvent Electric PLC | 0.43% | 10,070 | $1.7M | Reduce -13.0% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.42% | 2,239 | $1.7M | Add +0.7% |
| NOW ServiceNow Inc. | 0.41% | 16,420 | $1.6M | No change |
| MAR Marriott International Class A | 0.41% | 4,360 | $1.6M | Reduce -0.9% |
| EMR Emerson Electric Co. | 0.39% | 10,795 | $1.5M | Reduce -0.5% |
| UBER Uber Technologies Inc. | 0.38% | 21,165 | $1.5M | Reduce -23.8% |
| CM Can Imperial BK of Commerce filed as CANADIAN IMPERIAL BANK OF CO | 0.34% | 11,900 | $1.4M | Reduce -5.4% |
| XLI SS Industrial Select Sector | 0.34% | 7,222 | $1.3M | Add +1.3% |
| MLM Martin Marietta Materials | 0.33% | 2,270 | $1.3M | Reduce -0.2% |
| ET Energy Transfer LP | 0.32% | 67,275 | $1.3M | Reduce -1.5% |
| NFLX Netflix Inc. | 0.32% | 17,810 | $1.3M | Reduce -1.4% |
| KO The Coca-Cola Co. | 0.32% | 15,465 | $1.3M | Reduce -13.9% |
| VHT Vanguard Health Care ETF | 0.31% | 4,152 | $1.2M | Add +2.0% |
| RSP Invesco S&P 500 Equal Weight | 0.30% | 5,544 | $1.2M | Add +53.6% |
| CVX Chevron Corp. | 0.29% | 6,940 | $1.2M | Add +105.6% |
| EWZ iShares MSCI Brazil ETF | 0.29% | 32,903 | $1.1M | Add +2.8% |
| QQQ Invesco QQQ Trust Series 1 | 0.27% | 1,454 | $1.1M | Add +6.4% |
| KWEB Kranesh Csi China Internet | 0.24% | 39,028 | $955K | Reduce -5.0% |
| ARW Arrow Electronics Inc. | 0.24% | 4,437 | $947K | New |
| KKR KKR & Co. Inc. | 0.22% | 9,655 | $886K | Add +4.6% |
| AVGO Broadcom Inc. | 0.21% | 2,250 | $850K | No change |
| AMAT Applied Materials Inc. | 0.20% | 1,090 | $788K | Reduce -2.7% |
| HD Home Depot Inc. | 0.18% | 2,082 | $734K | Reduce -2.9% |
| JPIE JPMorgan Income ETF | 0.18% | 15,324 | $706K | Add +4.7% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.17% | 7,039 | $678K | Reduce -14.3% |
| GDX Vaneck Gold Miners ETF | 0.16% | 8,548 | $645K | Add +4.2% |
| PEP Pepsico Inc. | 0.16% | 4,755 | $644K | Reduce -1.4% |
| XOM Exxon Mobil Corp. | 0.16% | 4,700 | $643K | No change |
| XLE SS Energy Select Sector | 0.15% | 11,470 | $609K | Reduce -1.7% |
| MGA Magna International Inc. | 0.15% | 9,273 | $609K | New |
| BA The Boeing Co. | 0.15% | 2,810 | $608K | Reduce -0.3% |
| C Citigroup Inc. | 0.15% | 4,285 | $600K | New |
| IWR iShares Russell Mid-Cap ETF | 0.15% | 5,280 | $582K | No change |
| ADP Automatic Data Processing | 0.14% | 2,500 | $560K | Reduce -18.0% |
| CAT Caterpillar Inc. | 0.13% | 503 | $536K | Add +0.6% |
| VOO Vanguard S&P 500 ETF | 0.13% | 762 | $523K | Reduce -3.8% |
| NCDL Nuveen Churchill Direct Lend | 0.12% | 37,720 | $468K | No change |
| LDOS Leidos Holdings Inc. | 0.12% | 4,515 | $465K | Reduce -50.0% |
| GM General Motors Co. | 0.11% | 5,734 | $442K | New |
| WTM White Mountains Insurance GP | 0.11% | 206 | $427K | No change |
| HACK Amplify Cybersecurity ETF | 0.10% | 3,800 | $399K | No change |
| CSCO Cisco Systems Inc. | 0.10% | 3,352 | $394K | Add +0.6% |
| ZS Zscaler Inc. | 0.10% | 2,787 | $393K | No change |
| DTM DT Midstream Inc. | 0.10% | 2,651 | $389K | No change |
| EMXC iShares MSCI Emr MRK Ex Chna | 0.10% | 3,800 | $389K | No change |
| PH Parker Hannifin Corp. | 0.09% | 385 | $377K | No change |
| AKRE Akre Focus ETF filed as PROFESIONALLY MANAGED PORTFO | 0.09% | 6,675 | $355K | Reduce -6.5% |
| REGN Regeneron Pharmaceuticals | 0.09% | 547 | $341K | No change |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.08% | 1,175 | $330K | No change |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.08% | 2,160 | $327K | No change |
| EPD Enterprise Products Partners | 0.08% | 8,203 | $302K | Reduce -8.4% |
| TRV The Travelers Cos Inc. | 0.07% | 856 | $283K | No change |
| ELV Elevance Health Inc. | 0.07% | 725 | $280K | New |
Options reported separately and not counted above: NVIDIA CORP COM EXP 01-21-28@175.000 calls ($200K), CORNING INC puts ($77K), DELL TECHNOLOGIES INC puts ($43K), QUALCOMM INC puts ($37K), MCDONALDS CORP calls ($27K).
Portfolio Sells Q1 2026 → Q2 2026
| XLC SS Comm Select Sector SPDR | Sold out | 0.00% | −0.85 |
| FNV Franco-Nevada Corp. | Reduce -0.8% | 1.76% | −0.74 |
| COST Costco Wholesale Corp. | Reduce -1.6% | 1.61% | −0.46 |
| MDU Mdu Resources Group Inc. | Reduce -0.8% | 1.85% | −0.32 |
| AAPL Apple Inc. | Reduce -2.5% | 4.49% | −0.31 |
| LDOS Leidos Holdings Inc. | Reduce -50.0% | 0.12% | −0.30 |
| DHR Danaher Corp. | Sold out | 0.00% | −0.29 |
| WMT Walmart Inc. | Reduce -0.7% | 0.90% | −0.28 |
| ABT Abbott Laboratories | Sold out | 0.00% | −0.27 |
| MRK Merck & Co. Inc. | Reduce -3.0% | 1.85% | −0.27 |
| FNF Fidelity National Financial | Reduce -2.8% | 1.19% | −0.24 |
| META Meta Platforms Inc. Class A | Reduce -2.3% | 0.97% | −0.23 |
| UBER Uber Technologies Inc. | Reduce -23.8% | 0.38% | −0.21 |
| NFLX Netflix Inc. | Reduce -1.4% | 0.32% | −0.20 |
| ABNB Airbnb Inc. Class A | Sold out | 0.00% | −0.16 |
| KWEB Kranesh Csi China Internet | Reduce -5.0% | 0.24% | −0.11 |
| AMZN Amazon.com Inc. | Reduce -5.0% | 1.00% | −0.09 |
| KO The Coca-Cola Co. | Reduce -13.9% | 0.32% | −0.09 |
| TSLA Tesla Inc. | Sold out | 0.00% | −0.09 |
| MLM Martin Marietta Materials | Reduce -0.2% | 0.33% | −0.07 |
| ET Energy Transfer LP | Reduce -1.5% | 0.32% | −0.07 |
| DIS The Walt Disney Co. | Reduce -14.3% | 0.17% | −0.07 |
| PEP Pepsico Inc. | Reduce -1.4% | 0.16% | −0.06 |
| XLE SS Energy Select Sector | Reduce -1.7% | 0.15% | −0.06 |
| ADP Automatic Data Processing | Reduce -18.0% | 0.14% | −0.04 |
| EMR Emerson Electric Co. | Reduce -0.5% | 0.39% | −0.04 |
| GOOG Alphabet Inc. Class C | Reduce -4.9% | 2.26% | −0.03 |
| HD Home Depot Inc. | Reduce -2.9% | 0.18% | −0.03 |
| EPD Enterprise Products Partners | Reduce -8.4% | 0.08% | −0.03 |
| MAR Marriott International Class A | Reduce -0.9% | 0.41% | −0.02 |
| AKRE Akre Focus ETF | Reduce -6.5% | 0.09% | −0.02 |
| BA The Boeing Co. | Reduce -0.3% | 0.15% | −0.01 |
| CM Can Imperial BK of Commerce | Reduce -5.4% | 0.34% | −0.01 |
| VOO Vanguard S&P 500 ETF | Reduce -3.8% | 0.13% | −0.01 |
| NVT Nvent Electric PLC | Reduce -13.0% | 0.43% | +0.02 |
| LLY Eli Lilly & Co. | Reduce -0.5% | 0.78% | +0.07 |
| AMAT Applied Materials Inc. | Reduce -2.7% | 0.20% | +0.08 |
| GOOGL Alphabet Inc. Class A | Reduce -2.7% | 6.46% | +0.11 |
| URI United Rentals Inc. | Reduce -0.5% | 0.55% | +0.13 |
| CRWD CrowdStrike Holdings Inc. Class A | Reduce -0.4% | 0.96% | +0.37 |
| ECG Everus Construction Group | Reduce -3.0% | 3.11% | +0.40 |
| ASML ASML Holding NV-NY Reg SHS | Reduce -5.9% | 3.18% | +0.51 |
| AMD Advanced Micro Devices | Reduce -31.2% | 1.55% | +0.61 |
| DELL Dell Technologies -C | Reduce -32.7% | 3.26% | +1.07 |
| GLW Corning Inc. | Reduce -10.6% | 5.05% | +1.47 |
Portfolio Buys Q1 2026 → Q2 2026
| GBIL Goldman Sachs Access Treasur | New | 0.50% | +0.50 |
| GVIP Gold Sachs Hedge Ind Vip ETF | Add +49.6% | 1.15% | +0.44 |
| VBIL Vanguard 0-3M T-Bill ETF | Add +638.3% | 0.47% | +0.40 |
| QCOM Qualcomm Inc. | Add +5.7% | 1.60% | +0.35 |
| VTI VG Morningstar TS MKT ETF-US | Add +19.2% | 2.52% | +0.34 |
| QXO Qxo Inc. | Add +87.6% | 0.94% | +0.27 |
| ARW Arrow Electronics Inc. | New | 0.24% | +0.24 |
| XLK SS Technology Select Sector | Add +0.5% | 1.12% | +0.20 |
| MGA Magna International Inc. | New | 0.15% | +0.15 |
| C Citigroup Inc. | New | 0.15% | +0.15 |
| NVDA Nvidia Corp. | Add +10.3% | 2.46% | +0.15 |
| TMO Thermo Fisher Scientific Inc. | Add +24.9% | 2.10% | +0.14 |
| GM General Motors Co. | New | 0.11% | +0.11 |
| BATRA Atlanta Braves Holdings in-A | Add +7.2% | 1.37% | +0.10 |
| RSP Invesco S&P 500 Equal Weight | Add +53.6% | 0.30% | +0.09 |
| CVX Chevron Corp. | Add +105.6% | 0.29% | +0.08 |
| ELV Elevance Health Inc. | New | 0.07% | +0.07 |
| LEN Lennar Corp. Class A | New | 0.06% | +0.06 |
| DG Dollar General Corp. | New | 0.06% | +0.06 |
| THO Thor Industries Inc. | New | 0.06% | +0.06 |
| IPO Renaissance Ipo ETF | New | 0.06% | +0.06 |
| LRCX Lam Research Corp. | New | 0.06% | +0.06 |
| DIA SS SPDR Dow Jones Indus Avg | New | 0.06% | +0.06 |
| PPG PPG Industries Inc. | New | 0.05% | +0.05 |
| DE Deere & Co. | Add +9.3% | 1.45% | +0.05 |
| ESAB Esab Corp. | Add +19.9% | 1.63% | +0.05 |
| QQQ Invesco QQQ Trust Series 1 | Add +6.4% | 0.27% | +0.03 |
| CAT Caterpillar Inc. | Add +0.6% | 0.13% | +0.03 |
| JPM JPMorgan Chase & Co. | Add +8.8% | 1.44% | +0.03 |
| CSCO Cisco Systems Inc. | Add +0.6% | 0.10% | +0.02 |
| BLDR Builders Firstsource Inc. | Add +10.2% | 1.37% | +0.01 |
| V Visa Inc. Class A | Add +4.5% | 2.15% | −0.00 |
| XLI SS Industrial Select Sector | Add +1.3% | 0.34% | −0.01 |
| FDX FedEx Corp. | Add +32.7% | 0.45% | −0.01 |
| SPY SS SPDR S&P 500 ETF Trust-US | Add +0.7% | 0.42% | −0.01 |
| VHT Vanguard Health Care ETF | Add +2.0% | 0.31% | −0.02 |
| JPIE JPMorgan Income ETF | Add +4.7% | 0.18% | −0.02 |
| KKR KKR & Co. Inc. | Add +4.6% | 0.22% | −0.03 |
| DFSV Dimensional US Small Cap Val | Add +0.9% | 0.66% | −0.04 |
| CP Canadian Pacific Kansas City | Add +3.4% | 1.09% | −0.04 |
| GDX Vaneck Gold Miners ETF | Add +4.2% | 0.16% | −0.06 |
| EWZ iShares MSCI Brazil ETF | Add +2.8% | 0.29% | −0.08 |
| MKL Markel Group Inc. | Add +10.6% | 1.93% | −0.10 |
| MCD McDonald's Corp. | Add +22.1% | 1.07% | −0.13 |
| JNJ Johnson & Johnson | Add +8.5% | 2.47% | −0.13 |
| BABA Alibaba Group Holding-SP ADR | Add +24.3% | 0.71% | −0.18 |
| KNF Knife River Corp. | Add +0.2% | 1.17% | −0.18 |
| AMGN Amgen Inc. | Add +4.2% | 1.93% | −0.21 |
| OKE Oneok Inc. | Add +5.1% | 1.48% | −0.26 |
| AMTM Amentum Holdings Inc. | Add +22.7% | 1.30% | −0.29 |
Options Activity Q1 2026 → Q2 2026
| CORNING INC | put | New | 300 | $77K |
| DELL TECHNOLOGIES INC | put | New | 100 | $43K |
| QUALCOMM INC | put | New | 200 | $37K |
| MCDONALDS CORP | call | New | 100 | $27K |
Calls and puts are listed by the shares they cover; their value is not part of the stock holdings above.
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 108 | $398.1M | GOOGL, BRK.B, GLW, AAPL, MSFT |
| Q1 2026 | 100 | $334.9M | BRK.B, GOOGL, AAPL, MSFT, GLW |
| Q4 2025 | 108 | $335.2M | GOOGL, BRK.B, AAPL, MSFT, GOOG |
| Q3 2025 | 106 | $318.6M | BRK.B, GOOGL, AAPL, MSFT, NVDA |
| Q2 2025 | 107 | $289.5M | BRK.B, MSFT, AAPL, GOOGL, V |
| Q1 2025 | 100 | $266.1M | BRK.B, AAPL, MSFT, GOOGL, COST |
| Q4 2024Amended | 92 | $268.7M | BRK.B, AAPL, MSFT, GOOGL, BLDR |
| Q3 2024 | 97 | $257.4M | BRK.B, AAPL, MSFT, BLDR, GOOGL |
| Q2 2024 | 91 | $236.5M | BRK.B, AAPL, MSFT, GOOGL, BLDR |
| Q1 2024 | 94 | $235.4M | BRK.B, BLDR, AAPL, MSFT, GOOGL |