Hudson Value Partners, LLC
In its 13F for Q4 2024 (holdings as of December 31, 2024, filed February 3, 2025), Hudson Value Partners, LLC reported 92 stock positions worth $268.7 million. Its top holding was Berkshire Hathaway Class B (BRK.B) at 7.1% of the portfolio, followed by Apple (AAPL, 6.5%) and Microsoft (MSFT, 5.3%). Compared with Q3 2024, it opened 6 new positions, sold out of 12, added to 40 and reduced 35. The biggest buy was Alphabet Class A (GOOGL, shares +23%) and the biggest sale Canadian Pacific Kansas City (CP, shares −42%).
- Most Recent 13F
- Q2 2026
- Location
- PALM BEACH, FL
- CIK
- 0001840501
- Portfolio Value
- $268.7M (Q4 2024)
- SEC Filing
- 0001840501-25-000001 ↗ filed Feb 3, 2025
Holdings Value
Holdings 92 stocks · $268.7M
| BRK.B Berkshire Hathaway Inc. Class B | 7.08% | 41,968 | $19.0M | Add +5.1% |
| AAPL Apple Inc. | 6.50% | 69,796 | $17.5M | Reduce -1.0% |
| MSFT Microsoft Corp. | 5.34% | 34,054 | $14.4M | Add +12.9% |
| GOOGL Alphabet Inc. Class A | 5.16% | 73,282 | $13.9M | Add +22.7% |
| BLDR Builders Firstsource Inc. | 3.21% | 60,325 | $8.6M | Add +1.7% |
| VTI VG Morningstar TS MKT ETF-US | 3.13% | 29,025 | $8.4M | Add +68.9% |
| COST Costco Wholesale Corp. | 2.90% | 8,501 | $7.8M | Add +5.7% |
| V Visa Inc. Class A | 2.71% | 23,023 | $7.3M | Add +6.3% |
| NVDA Nvidia Corp. | 2.53% | 50,658 | $6.8M | Add +30.7% |
| GOOG Alphabet Inc. Class C | 2.30% | 32,446 | $6.2M | Reduce -4.9% |
| MKL Markel Group Inc. | 2.14% | 3,339 | $5.8M | Add +4.8% |
| ZBRA Zebra Technologies Corp. Class A | 2.14% | 14,889 | $5.8M | Reduce -0.6% |
| ESAB Esab Corp. | 2.13% | 47,678 | $5.7M | Reduce -1.5% |
| JNJ Johnson & Johnson | 2.10% | 41,403 | $5.6M | Add +2.5% |
| KNF Knife River Corp. | 2.04% | 54,004 | $5.5M | Add +3.9% |
| CVX Chevron Corp. | 1.99% | 36,948 | $5.4M | Reduce -1.6% |
| GLW Corning Inc. | 1.97% | 111,192 | $5.3M | Reduce -1.2% |
| DHR Danaher Corp. | 1.94% | 22,695 | $5.2M | Reduce -3.3% |
| QCOM Qualcomm Inc. | 1.91% | 33,419 | $5.1M | Add +3.1% |
| FNF Fidelity National Financial | 1.91% | 91,340 | $5.1M | Reduce -0.1% |
| ECG Everus Construction Group | 1.83% | 74,916 | $4.9M | Add +40.8% |
| MRK Merck & Co. Inc. | 1.70% | 45,964 | $4.6M | Reduce -5.5% |
| MCD McDonald's Corp. | 1.61% | 14,954 | $4.3M | Add +8.0% |
| AMGN Amgen Inc. | 1.54% | 15,856 | $4.1M | Add +7.2% |
| AMZN Amazon.com Inc. | 1.52% | 18,604 | $4.1M | Add +13.9% |
| MDU Mdu Resources Group Inc. | 1.43% | 212,950 | $3.8M | Add +0.1% |
| FNV Franco-Nevada Corp. | 1.41% | 32,279 | $3.8M | Add +5.9% |
| JPM JPMorgan Chase & Co. | 1.39% | 15,565 | $3.7M | Add +3.9% |
| HD Home Depot Inc. | 1.35% | 9,326 | $3.6M | Reduce -3.2% |
| WMT Walmart Inc. | 1.32% | 39,360 | $3.6M | Reduce -2.8% |
| ASML ASML Holding NV-NY Reg SHS | 1.32% | 5,112 | $3.5M | Add +994.6% |
| XLK SS Technology Select Sector | 1.16% | 13,382 | $3.1M | Add +5.7% |
| DE Deere & Co. | 1.05% | 6,670 | $2.8M | Add +2.3% |
| LNG Cheniere Energy Inc. | 0.99% | 12,386 | $2.7M | Add +5.3% |
| CP Canadian Pacific Kansas City | 0.87% | 32,374 | $2.3M | Reduce -42.0% |
| CRWD CrowdStrike Holdings Inc. Class A | 0.72% | 5,620 | $1.9M | Reduce -1.3% |
| NFLX Netflix Inc. | 0.70% | 2,105 | $1.9M | Reduce -6.1% |
| VBR Vngrd Mrngst SL-CP Val ETF-U | 0.65% | 8,794 | $1.7M | Add +6.9% |
| URI United Rentals Inc. | 0.59% | 2,238 | $1.6M | Reduce -5.3% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.58% | 2,667 | $1.6M | Add +1.4% |
| NOW ServiceNow Inc. | 0.55% | 1,393 | $1.5M | Add +2.8% |
| META Meta Platforms Inc. Class A | 0.53% | 2,445 | $1.4M | Add +79.4% |
| BKNG Booking Holdings Inc. | 0.53% | 286 | $1.4M | Reduce -14.1% |
| AMD Advanced Micro Devices | 0.50% | 11,215 | $1.4M | Reduce -2.6% |
| EMR Emerson Electric Co. | 0.50% | 10,865 | $1.3M | No change |
| MLM Martin Marietta Materials | 0.49% | 2,525 | $1.3M | Reduce -3.8% |
| ABT Abbott Laboratories | 0.48% | 11,514 | $1.3M | Reduce -6.5% |
| GTLS Chart Industries Inc. | 0.48% | 6,740 | $1.3M | New |
| UBER Uber Technologies Inc. | 0.48% | 21,175 | $1.3M | Add +1.1% |
| ET Energy Transfer LP | 0.47% | 64,775 | $1.3M | Add +1.6% |
| MAR Marriott International Class A | 0.47% | 4,525 | $1.3M | Reduce -4.2% |
| FDX FedEx Corp. | 0.47% | 4,481 | $1.3M | No change |
| GVIP Gold Sachs Hedge Ind Vip ETF | 0.43% | 9,274 | $1.2M | Reduce -21.2% |
| KO The Coca-Cola Co. | 0.43% | 18,466 | $1.1M | Reduce -8.0% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.42% | 10,115 | $1.1M | Reduce -37.0% |
| LLY Eli Lilly & Co. | 0.39% | 1,372 | $1.1M | No change |
| VHT Vanguard Health Care ETF | 0.36% | 3,859 | $978K | Reduce -25.2% |
| QQQ Invesco QQQ Trust Series 1 | 0.36% | 1,908 | $975K | Reduce -5.3% |
| PEP Pepsico Inc. | 0.35% | 6,195 | $942K | Reduce -3.5% |
| NVT Nvent Electric PLC | 0.33% | 13,175 | $898K | No change |
| ADP Automatic Data Processing | 0.33% | 3,050 | $893K | No change |
| VOO Vanguard S&P 500 ETF | 0.31% | 1,537 | $828K | Reduce -6.1% |
| XLC SS Comm Select Sector SPDR | 0.29% | 8,086 | $784K | Add +6.3% |
| XLI SS Industrial Select Sector | 0.28% | 5,711 | $753K | Add +6.3% |
| DXCM Dexcom Inc. | 0.28% | 9,520 | $740K | No change |
| UNH Unitedhealth Group Inc. | 0.27% | 1,446 | $732K | Add +35.3% |
| SMH Vaneck Semiconductor ETF | 0.27% | 2,968 | $721K | New |
| NCDL Nuveen Churchill Direct Lend | 0.27% | 42,954 | $721K | Add +98.8% |
| AVGO Broadcom Inc. | 0.26% | 3,050 | $707K | Reduce -0.7% |
| XOM Exxon Mobil Corp. | 0.26% | 6,395 | $688K | Add +6.7% |
| AZTA Azenta Inc. | 0.24% | 12,990 | $650K | Reduce -9.7% |
| HON Honeywell International Inc. | 0.24% | 2,857 | $645K | Add +24.6% |
| RSP Invesco S&P 500 Equal Weight | 0.23% | 3,587 | $629K | Add +0.3% |
| IAI iShares U.S. Broker-Dealers | 0.21% | 3,869 | $558K | New |
| DUK Duke Energy Corp. | 0.20% | 5,040 | $543K | Reduce -4.0% |
| BA The Boeing Co. | 0.19% | 2,820 | $499K | Reduce -29.4% |
| ZS Zscaler Inc. | 0.18% | 2,612 | $471K | No change |
| XLE SS Energy Select Sector | 0.18% | 5,500 | $471K | Reduce -21.4% |
| MKSI MKS Inc. filed as MKS INSTRS INC | 0.16% | 4,169 | $435K | Reduce -82.1% |
| PG The Procter & Gamble Co. | 0.16% | 2,550 | $428K | Add +41.2% |
| WTM White Mountains Insurance GP | 0.15% | 206 | $401K | No change |
| GDX Vaneck Gold Miners ETF | 0.15% | 11,548 | $391K | Reduce -46.1% |
| BITB Bitwise Bitcoin ETF | 0.14% | 7,257 | $370K | New |
| PPG PPG Industries Inc. | 0.13% | 2,884 | $344K | No change |
| HACK Amplify Cybersecurity ETF | 0.12% | 4,250 | $317K | Add +11.8% |
| PH Parker Hannifin Corp. | 0.12% | 491 | $312K | Add +14.2% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.11% | 2,432 | $294K | Add +13.1% |
| TSLA Tesla Inc. | 0.09% | 583 | $235K | New |
| PLTR Palantir Technologies Inc. Class A | 0.08% | 2,889 | $219K | New |
| EMXC iShares MSCI Emr MRK Ex Chna | 0.08% | 3,800 | $211K | No change |
| EPD Enterprise Products Partners | 0.08% | 6,633 | $208K | Reduce -52.2% |
| STEW SRH Total Return Fund Inc. | 0.07% | 12,208 | $196K | No change |
Portfolio Sells Q3 2024 → Q4 2024
| CP Canadian Pacific Kansas City | Reduce -42.0% | 0.87% | −0.98 |
| MKSI MKS Inc. | Reduce -82.1% | 0.16% | −0.82 |
| DHR Danaher Corp. | Reduce -3.3% | 1.94% | −0.60 |
| MOAT Vaneck Morningstar Wide Moat | Sold out | 0.00% | −0.51 |
| MRK Merck & Co. Inc. | Reduce -5.5% | 1.70% | −0.44 |
| XOP SS SPDR S&P Og Exp & Prod | Sold out | 0.00% | −0.41 |
| FNF Fidelity National Financial | Reduce -0.1% | 1.91% | −0.30 |
| AMD Advanced Micro Devices | Reduce -2.6% | 0.50% | −0.23 |
| CMCSA Comcast Corp. Class A | Sold out | 0.00% | −0.23 |
| NOC Northrop Grumman Corp. | Sold out | 0.00% | −0.22 |
| VHT Vanguard Health Care ETF | Reduce -25.2% | 0.36% | −0.20 |
| GDX Vaneck Gold Miners ETF | Reduce -46.1% | 0.15% | −0.19 |
| DIS The Walt Disney Co. | Reduce -37.0% | 0.42% | −0.18 |
| HD Home Depot Inc. | Reduce -3.2% | 1.35% | −0.17 |
| URI United Rentals Inc. | Reduce -5.3% | 0.59% | −0.16 |
| CVX Chevron Corp. | Reduce -1.6% | 1.99% | −0.16 |
| ALL Allstate Corp. | Sold out | 0.00% | −0.14 |
| KO The Coca-Cola Co. | Reduce -8.0% | 0.43% | −0.13 |
| GVIP Gold Sachs Hedge Ind Vip ETF | Reduce -21.2% | 0.43% | −0.12 |
| PFE Pfizer Inc. | Sold out | 0.00% | −0.11 |
| STWD Starwood Property Trust Inc. | Sold out | 0.00% | −0.10 |
| ADBE Adobe Inc. | Sold out | 0.00% | −0.09 |
| AMAT Applied Materials Inc. | Sold out | 0.00% | −0.09 |
| CL Colgate-Palmolive Co. | Sold out | 0.00% | −0.08 |
| NSC Norfolk Southern Corp. | Sold out | 0.00% | −0.08 |
| EPD Enterprise Products Partners | Reduce -52.2% | 0.08% | −0.08 |
| TGT Target Corp. | Sold out | 0.00% | −0.08 |
| PEP Pepsico Inc. | Reduce -3.5% | 0.35% | −0.07 |
| MLM Martin Marietta Materials | Reduce -3.8% | 0.49% | −0.06 |
| XLE SS Energy Select Sector | Reduce -21.4% | 0.18% | −0.06 |
| ABT Abbott Laboratories | Reduce -6.5% | 0.48% | −0.06 |
| BA The Boeing Co. | Reduce -29.4% | 0.19% | −0.05 |
| DUK Duke Energy Corp. | Reduce -4.0% | 0.20% | −0.03 |
| AZTA Azenta Inc. | Reduce -9.7% | 0.24% | −0.03 |
| VOO Vanguard S&P 500 ETF | Reduce -6.1% | 0.31% | −0.03 |
| QQQ Invesco QQQ Trust Series 1 | Reduce -5.3% | 0.36% | −0.02 |
| BKNG Booking Holdings Inc. | Reduce -14.1% | 0.53% | −0.02 |
| ZBRA Zebra Technologies Corp. Class A | Reduce -0.6% | 2.14% | −0.02 |
| GLW Corning Inc. | Reduce -1.2% | 1.97% | −0.01 |
| MAR Marriott International Class A | Reduce -4.2% | 0.47% | +0.01 |
| WMT Walmart Inc. | Reduce -2.8% | 1.32% | +0.05 |
| AVGO Broadcom Inc. | Reduce -0.7% | 0.26% | +0.06 |
| NFLX Netflix Inc. | Reduce -6.1% | 0.70% | +0.08 |
| GOOG Alphabet Inc. Class C | Reduce -4.9% | 2.30% | +0.08 |
| CRWD CrowdStrike Holdings Inc. Class A | Reduce -1.3% | 0.72% | +0.10 |
| AAPL Apple Inc. | Reduce -1.0% | 6.50% | +0.12 |
| ESAB Esab Corp. | Reduce -1.5% | 2.13% | +0.13 |
Portfolio Buys Q3 2024 → Q4 2024
| GOOGL Alphabet Inc. Class A | Add +22.7% | 5.16% | +1.31 |
| VTI VG Morningstar TS MKT ETF-US | Add +68.9% | 3.13% | +1.24 |
| ASML ASML Holding NV-NY Reg SHS | Add +994.6% | 1.32% | +1.17 |
| NVDA Nvidia Corp. | Add +30.7% | 2.53% | +0.70 |
| GTLS Chart Industries Inc. | New | 0.48% | +0.48 |
| ECG Everus Construction Group | Add +40.8% | 1.83% | +0.47 |
| V Visa Inc. Class A | Add +6.3% | 2.71% | +0.39 |
| AMZN Amazon.com Inc. | Add +13.9% | 1.52% | +0.34 |
| MSFT Microsoft Corp. | Add +12.9% | 5.34% | +0.30 |
| SMH Vaneck Semiconductor ETF | New | 0.27% | +0.27 |
| KNF Knife River Corp. | Add +3.9% | 2.04% | +0.24 |
| META Meta Platforms Inc. Class A | Add +79.4% | 0.53% | +0.23 |
| IAI iShares U.S. Broker-Dealers | New | 0.21% | +0.21 |
| MKL Markel Group Inc. | Add +4.8% | 2.14% | +0.20 |
| LNG Cheniere Energy Inc. | Add +5.3% | 0.99% | +0.17 |
| JPM JPMorgan Chase & Co. | Add +3.9% | 1.39% | +0.16 |
| BITB Bitwise Bitcoin ETF | New | 0.14% | +0.14 |
| COST Costco Wholesale Corp. | Add +5.7% | 2.90% | +0.13 |
| NCDL Nuveen Churchill Direct Lend | Add +98.8% | 0.27% | +0.12 |
| TSLA Tesla Inc. | New | 0.09% | +0.09 |
| PLTR Palantir Technologies Inc. Class A | New | 0.08% | +0.08 |
| NOW ServiceNow Inc. | Add +2.8% | 0.55% | +0.08 |
| ET Energy Transfer LP | Add +1.6% | 0.47% | +0.07 |
| HON Honeywell International Inc. | Add +24.6% | 0.24% | +0.06 |
| XLK SS Technology Select Sector | Add +5.7% | 1.16% | +0.05 |
| PG The Procter & Gamble Co. | Add +41.2% | 0.16% | +0.04 |
| UNH Unitedhealth Group Inc. | Add +35.3% | 0.27% | +0.03 |
| XLC SS Comm Select Sector SPDR | Add +6.3% | 0.29% | +0.02 |
| HACK Amplify Cybersecurity ETF | Add +11.8% | 0.12% | +0.02 |
| TJX TJX Companies Inc. | Add +13.1% | 0.11% | +0.01 |
| PH Parker Hannifin Corp. | Add +14.2% | 0.12% | +0.01 |
| VBR Vngrd Mrngst SL-CP Val ETF-U | Add +6.9% | 0.65% | +0.01 |
| XLI SS Industrial Select Sector | Add +6.3% | 0.28% | −0.00 |
| SPY SS SPDR S&P 500 ETF Trust-US | Add +1.4% | 0.58% | −0.00 |
| DE Deere & Co. | Add +2.3% | 1.05% | −0.01 |
| RSP Invesco S&P 500 Equal Weight | Add +0.3% | 0.23% | −0.02 |
| XOM Exxon Mobil Corp. | Add +6.7% | 0.26% | −0.02 |
| MCD McDonald's Corp. | Add +8.0% | 1.61% | −0.03 |
| FNV Franco-Nevada Corp. | Add +5.9% | 1.41% | −0.06 |
| BRK.B Berkshire Hathaway Inc. Class B | Add +5.1% | 7.08% | −0.06 |
| UBER Uber Technologies Inc. | Add +1.1% | 0.48% | −0.14 |
| QCOM Qualcomm Inc. | Add +3.1% | 1.91% | −0.23 |
| AMGN Amgen Inc. | Add +7.2% | 1.54% | −0.31 |
| JNJ Johnson & Johnson | Add +2.5% | 2.10% | −0.44 |
| MDU Mdu Resources Group Inc. | Add +0.1% | 1.43% | −0.84 |
| BLDR Builders Firstsource Inc. | Add +1.7% | 3.21% | −1.26 |
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 |