Hudson Value Partners, LLC
In its 13F for Q2 2024 (holdings as of June 30, 2024, filed July 29, 2024), Hudson Value Partners, LLC reported 91 stock positions worth $236.5 million. Its top holding was Berkshire Hathaway Class B (BRK.B) at 6.7% of the portfolio, followed by Apple (AAPL, 6.0%) and Microsoft (MSFT, 5.1%). Compared with Q1 2024, it opened 6 new positions, sold out of 9, added to 31 and reduced 36. The biggest buy was Apple (AAPL, shares +6%) and the biggest sale an exit from Ss&c Technologies (SSNC).
- Most Recent 13F
- Q2 2026
- Location
- PALM BEACH, FL
- CIK
- 0001840501
- Portfolio Value
- $236.5M (Q2 2024)
- SEC Filing
- 0001840501-24-000004 ↗ filed Jul 29, 2024
Holdings Value
Holdings 91 stocks · $236.5M
| BRK.B Berkshire Hathaway Inc. Class B | 6.69% | 38,881 | $15.8M | Reduce -1.3% |
| AAPL Apple Inc. | 6.01% | 67,469 | $14.2M | Add +6.3% |
| MSFT Microsoft Corp. | 5.13% | 27,128 | $12.1M | Add +8.7% |
| GOOGL Alphabet Inc. Class A | 4.32% | 56,099 | $10.2M | Reduce -0.6% |
| BLDR Builders Firstsource Inc. | 3.36% | 57,439 | $8.0M | Add +3.2% |
| COST Costco Wholesale Corp. | 2.69% | 7,478 | $6.4M | Reduce -0.4% |
| QCOM Qualcomm Inc. | 2.68% | 31,882 | $6.4M | Add +1.4% |
| GOOG Alphabet Inc. Class C | 2.52% | 32,480 | $6.0M | Reduce -2.3% |
| DHR Danaher Corp. | 2.44% | 23,128 | $5.8M | Add +1.0% |
| CVX Chevron Corp. | 2.43% | 36,679 | $5.7M | Add +0.8% |
| JNJ Johnson & Johnson | 2.42% | 39,164 | $5.7M | Reduce -0.6% |
| MRK Merck & Co. Inc. | 2.32% | 44,261 | $5.5M | Reduce -0.4% |
| V Visa Inc. Class A | 2.29% | 20,641 | $5.4M | Reduce -0.4% |
| MDU Mdu Resources Group Inc. | 2.18% | 205,523 | $5.2M | Reduce -2.5% |
| AMGN Amgen Inc. | 1.95% | 14,799 | $4.6M | Add +1.3% |
| ZBRA Zebra Technologies Corp. Class A | 1.95% | 14,961 | $4.6M | Add +4.7% |
| MKL Markel Group Inc. | 1.91% | 2,872 | $4.5M | Reduce -1.8% |
| FNF Fidelity National Financial | 1.91% | 91,309 | $4.5M | Add +2.9% |
| CP Canadian Pacific Kansas City | 1.82% | 54,537 | $4.3M | Add +1.1% |
| NVDA Nvidia Corp. | 1.81% | 34,675 | $4.3M | Reduce -5.4% |
| ESAB Esab Corp. | 1.77% | 44,422 | $4.2M | Reduce -3.0% |
| GLW Corning Inc. | 1.75% | 106,853 | $4.2M | Add +1.1% |
| KNF Knife River Corp. | 1.51% | 50,894 | $3.6M | Add +5.3% |
| FNV Franco-Nevada Corp. | 1.50% | 29,950 | $3.5M | Add +13.5% |
| VTI VG Morningstar TS MKT ETF-US | 1.44% | 12,765 | $3.4M | Reduce -10.1% |
| MCD McDonald's Corp. | 1.44% | 13,355 | $3.4M | Add +3.5% |
| AMZN Amazon.com Inc. | 1.40% | 17,146 | $3.3M | Reduce -2.9% |
| HD Home Depot Inc. | 1.36% | 9,325 | $3.2M | Reduce -2.2% |
| JPM JPMorgan Chase & Co. | 1.28% | 14,956 | $3.0M | Reduce -9.2% |
| WMT Walmart Inc. | 1.23% | 42,890 | $2.9M | Reduce -1.1% |
| AZTA Azenta Inc. | 1.20% | 54,061 | $2.8M | Add +2.3% |
| MKSI MKS Inc. filed as MKS INSTRS INC | 1.20% | 21,732 | $2.8M | Add +36.6% |
| XLK SS Technology Select Sector | 1.00% | 10,447 | $2.4M | Add +4.5% |
| PARAA Paramount Global Class B | 1.00% | 226,658 | $2.4M | New |
| DE Deere & Co. | 0.93% | 5,893 | $2.2M | Reduce -27.7% |
| LNG Cheniere Energy Inc. | 0.87% | 11,776 | $2.1M | Reduce -40.6% |
| AMD Advanced Micro Devices | 0.86% | 12,475 | $2.0M | Reduce -13.7% |
| FDX FedEx Corp. | 0.73% | 5,770 | $1.7M | Add +21.7% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.69% | 16,499 | $1.6M | Add +0.4% |
| CRWD CrowdStrike Holdings Inc. Class A | 0.69% | 4,265 | $1.6M | Reduce -0.3% |
| NFLX Netflix Inc. | 0.69% | 2,421 | $1.6M | Reduce -9.5% |
| UBER Uber Technologies Inc. | 0.69% | 22,475 | $1.6M | Reduce -0.3% |
| URI United Rentals Inc. | 0.67% | 2,453 | $1.6M | Add +4.0% |
| MLM Martin Marietta Materials | 0.65% | 2,820 | $1.5M | Reduce -0.2% |
| BKNG Booking Holdings Inc. | 0.61% | 366 | $1.4M | Reduce -6.4% |
| KO The Coca-Cola Co. | 0.56% | 20,881 | $1.3M | Reduce -1.3% |
| VHT Vanguard Health Care ETF | 0.56% | 4,970 | $1.3M | Add +4.3% |
| EMR Emerson Electric Co. | 0.55% | 11,820 | $1.3M | No change |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.53% | 2,315 | $1.3M | Reduce -1.1% |
| LLY Eli Lilly & Co. | 0.53% | 1,387 | $1.3M | Reduce -2.0% |
| MAR Marriott International Class A | 0.53% | 5,175 | $1.3M | No change |
| GVIP Gold Sachs Hedge Ind Vip ETF | 0.53% | 11,235 | $1.2M | Add +4.8% |
| LHX L3HARRIS Technologies Inc. | 0.52% | 5,450 | $1.2M | No change |
| ABT Abbott Laboratories | 0.50% | 11,324 | $1.2M | Add +7.1% |
| XOP SS SPDR S&P Og Exp & Prod | 0.49% | 8,010 | $1.2M | New |
| NOW ServiceNow Inc. | 0.48% | 1,455 | $1.1M | New |
| MOAT Vaneck Morningstar Wide Moat | 0.47% | 12,801 | $1.1M | Add +6.8% |
| VBR Vngrd Mrngst SL-CP Val ETF-U | 0.47% | 6,036 | $1.1M | Add +6.1% |
| DXCM Dexcom Inc. | 0.46% | 9,560 | $1.1M | No change |
| NVT Nvent Electric PLC | 0.45% | 14,010 | $1.1M | New |
| PEP Pepsico Inc. | 0.42% | 6,075 | $1.0M | Reduce -2.4% |
| VOO Vanguard S&P 500 ETF | 0.35% | 1,637 | $819K | Reduce -1.4% |
| QQQ Invesco QQQ Trust Series 1 | 0.35% | 1,706 | $817K | Add +5.4% |
| BA The Boeing Co. | 0.33% | 4,335 | $789K | Reduce -7.0% |
| XOM Exxon Mobil Corp. | 0.32% | 6,595 | $759K | No change |
| XLE SS Energy Select Sector | 0.31% | 8,050 | $734K | No change |
| XLC SS Comm Select Sector SPDR | 0.26% | 7,190 | $616K | Add +6.1% |
| HEWJ Isha Curr Hedged MSCI Japan | 0.26% | 13,948 | $609K | New |
| XLI SS Industrial Select Sector | 0.26% | 4,968 | $605K | Add +5.2% |
| ADP Automatic Data Processing | 0.25% | 2,500 | $597K | No change |
| HON Honeywell International Inc. | 0.24% | 2,655 | $567K | Add +30.8% |
| CMCSA Comcast Corp. Class A | 0.23% | 14,137 | $554K | No change |
| UNH Unitedhealth Group Inc. | 0.21% | 987 | $503K | Reduce -10.3% |
| AVGO Broadcom Inc. | 0.21% | 307 | $493K | Reduce -0.3% |
| ZS Zscaler Inc. | 0.20% | 2,487 | $478K | No change |
| NOC Northrop Grumman Corp. | 0.20% | 1,075 | $469K | No change |
| EL Estee Lauder Companies Class A filed as LAUDER ESTEE COS INC | 0.19% | 4,215 | $448K | Reduce -14.3% |
| EPD Enterprise Products Partners | 0.19% | 15,373 | $446K | Add +18.0% |
| RSP Invesco S&P 500 Equal Weight | 0.17% | 2,477 | $407K | Reduce -0.8% |
| WTM White Mountains Insurance GP | 0.16% | 206 | $374K | No change |
| PPG PPG Industries Inc. | 0.15% | 2,884 | $363K | No change |
| SLB SLB Ltd. filed as SCHLUMBERGER LTD | 0.14% | 7,210 | $340K | Reduce -18.2% |
| ALL Allstate Corp. | 0.13% | 1,864 | $298K | No change |
| PFE Pfizer Inc. | 0.12% | 10,201 | $285K | No change |
| STWD Starwood Property Trust Inc. | 0.12% | 14,725 | $279K | No change |
| AMAT Applied Materials Inc. | 0.11% | 1,120 | $264K | No change |
| DUK Duke Energy Corp. | 0.11% | 2,525 | $253K | No change |
| PG The Procter & Gamble Co. | 0.11% | 1,516 | $250K | Add +4.1% |
| IPO Renaissance Ipo ETF | 0.10% | 5,835 | $235K | Reduce -3.3% |
| EMXC iShares MSCI Emr MRK Ex Chna | 0.10% | 3,800 | $225K | New |
| PH Parker Hannifin Corp. | 0.09% | 430 | $217K | No change |
Portfolio Sells Q1 2024 → Q2 2024
| SSNC Ss&c Technologies Holdings | Sold out | 0.00% | −1.07 |
| WDAY Workday Inc. Class A | Sold out | 0.00% | −0.60 |
| DE Deere & Co. | Reduce -27.7% | 0.93% | −0.49 |
| LNG Cheniere Energy Inc. | Reduce -40.6% | 0.87% | −0.49 |
| ESAB Esab Corp. | Reduce -3.0% | 1.77% | −0.38 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -1.3% | 6.69% | −0.35 |
| TSLA Tesla Inc. | Sold out | 0.00% | −0.29 |
| AMD Advanced Micro Devices | Reduce -13.7% | 0.86% | −0.25 |
| EWJV iShares MSCI Japan Value ETF | Sold out | 0.00% | −0.24 |
| EWL iShares MSCI Switzerland ETF | Sold out | 0.00% | −0.23 |
| JNJ Johnson & Johnson | Reduce -0.6% | 2.42% | −0.23 |
| HD Home Depot Inc. | Reduce -2.2% | 1.36% | −0.20 |
| MRK Merck & Co. Inc. | Reduce -0.4% | 2.32% | −0.17 |
| V Visa Inc. Class A | Reduce -0.4% | 2.29% | −0.17 |
| EL Estee Lauder Companies Class A | Reduce -14.3% | 0.19% | −0.13 |
| VTI VG Morningstar TS MKT ETF-US | Reduce -10.1% | 1.44% | −0.12 |
| JPM JPMorgan Chase & Co. | Reduce -9.2% | 1.28% | −0.12 |
| TGT Target Corp. | Sold out | 0.00% | −0.10 |
| SMCI Super Micro Computer Inc. | Sold out | 0.00% | −0.10 |
| NSC Norfolk Southern Corp. | Sold out | 0.00% | −0.09 |
| MLM Martin Marietta Materials | Reduce -0.2% | 0.65% | −0.09 |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | Sold out | 0.00% | −0.09 |
| MDU Mdu Resources Group Inc. | Reduce -2.5% | 2.18% | −0.08 |
| SLB SLB Ltd. | Reduce -18.2% | 0.14% | −0.06 |
| BA The Boeing Co. | Reduce -7.0% | 0.33% | −0.05 |
| UBER Uber Technologies Inc. | Reduce -0.3% | 0.69% | −0.05 |
| PEP Pepsico Inc. | Reduce -2.4% | 0.42% | −0.04 |
| UNH Unitedhealth Group Inc. | Reduce -10.3% | 0.21% | −0.02 |
| RSP Invesco S&P 500 Equal Weight | Reduce -0.8% | 0.17% | −0.01 |
| IPO Renaissance Ipo ETF | Reduce -3.3% | 0.10% | −0.01 |
| NFLX Netflix Inc. | Reduce -9.5% | 0.69% | +0.00 |
| VOO Vanguard S&P 500 ETF | Reduce -1.4% | 0.35% | +0.01 |
| BKNG Booking Holdings Inc. | Reduce -6.4% | 0.61% | +0.01 |
| KO The Coca-Cola Co. | Reduce -1.3% | 0.56% | +0.01 |
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -1.1% | 0.53% | +0.01 |
| MKL Markel Group Inc. | Reduce -1.8% | 1.91% | +0.02 |
| AVGO Broadcom Inc. | Reduce -0.3% | 0.21% | +0.04 |
| AMZN Amazon.com Inc. | Reduce -2.9% | 1.40% | +0.05 |
| LLY Eli Lilly & Co. | Reduce -2.0% | 0.53% | +0.06 |
| CRWD CrowdStrike Holdings Inc. Class A | Reduce -0.3% | 0.69% | +0.11 |
| WMT Walmart Inc. | Reduce -1.1% | 1.23% | +0.12 |
| COST Costco Wholesale Corp. | Reduce -0.4% | 2.69% | +0.35 |
| GOOG Alphabet Inc. Class C | Reduce -2.3% | 2.52% | +0.37 |
| NVDA Nvidia Corp. | Reduce -5.4% | 1.81% | +0.40 |
| GOOGL Alphabet Inc. Class A | Reduce -0.6% | 4.32% | +0.70 |
Portfolio Buys Q1 2024 → Q2 2024
| AAPL Apple Inc. | Add +6.3% | 6.01% | +1.39 |
| PARAA Paramount Global Class B | New | 1.00% | +1.00 |
| MSFT Microsoft Corp. | Add +8.7% | 5.13% | +0.66 |
| XOP SS SPDR S&P Og Exp & Prod | New | 0.49% | +0.49 |
| NOW ServiceNow Inc. | New | 0.48% | +0.48 |
| NVT Nvent Electric PLC | New | 0.45% | +0.45 |
| QCOM Qualcomm Inc. | Add +1.4% | 2.68% | +0.42 |
| MKSI MKS Inc. | Add +36.6% | 1.20% | +0.30 |
| GLW Corning Inc. | Add +1.1% | 1.75% | +0.28 |
| HEWJ Isha Curr Hedged MSCI Japan | New | 0.26% | +0.26 |
| AMGN Amgen Inc. | Add +1.3% | 1.95% | +0.19 |
| FNV Franco-Nevada Corp. | Add +13.5% | 1.50% | +0.17 |
| FDX FedEx Corp. | Add +21.7% | 0.73% | +0.15 |
| ZBRA Zebra Technologies Corp. Class A | Add +4.7% | 1.95% | +0.12 |
| XLK SS Technology Select Sector | Add +4.5% | 1.00% | +0.11 |
| EMXC iShares MSCI Emr MRK Ex Chna | New | 0.10% | +0.10 |
| HON Honeywell International Inc. | Add +30.8% | 0.24% | +0.06 |
| QQQ Invesco QQQ Trust Series 1 | Add +5.4% | 0.35% | +0.04 |
| GVIP Gold Sachs Hedge Ind Vip ETF | Add +4.8% | 0.53% | +0.03 |
| EPD Enterprise Products Partners | Add +18.0% | 0.19% | +0.03 |
| XLC SS Comm Select Sector SPDR | Add +6.1% | 0.26% | +0.03 |
| DHR Danaher Corp. | Add +1.0% | 2.44% | +0.01 |
| VHT Vanguard Health Care ETF | Add +4.3% | 0.56% | +0.01 |
| MOAT Vaneck Morningstar Wide Moat | Add +6.8% | 0.47% | +0.01 |
| PG The Procter & Gamble Co. | Add +4.1% | 0.11% | +0.01 |
| XLI SS Industrial Select Sector | Add +5.2% | 0.26% | +0.00 |
| VBR Vngrd Mrngst SL-CP Val ETF-U | Add +6.1% | 0.47% | +0.00 |
| ABT Abbott Laboratories | Add +7.1% | 0.50% | −0.01 |
| CVX Chevron Corp. | Add +0.8% | 2.43% | −0.01 |
| URI United Rentals Inc. | Add +4.0% | 0.67% | −0.05 |
| FNF Fidelity National Financial | Add +2.9% | 1.91% | −0.09 |
| MCD McDonald's Corp. | Add +3.5% | 1.44% | −0.11 |
| AZTA Azenta Inc. | Add +2.3% | 1.20% | −0.15 |
| KNF Knife River Corp. | Add +5.3% | 1.51% | −0.16 |
| DIS The Walt Disney Co. | Add +0.4% | 0.69% | −0.16 |
| CP Canadian Pacific Kansas City | Add +1.1% | 1.82% | −0.21 |
| BLDR Builders Firstsource Inc. | Add +3.2% | 3.36% | −1.57 |
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 |