Hudson Value Partners, LLC

In its 13F for Q1 2025 (holdings as of March 31, 2025, filed April 22, 2025), Hudson Value Partners, LLC reported 100 stock positions worth $266.1 million. Its top holding was Berkshire Hathaway Class B (BRK.B) at 8.5% of the portfolio, followed by Apple (AAPL, 5.8%) and Microsoft (MSFT, 4.6%). Compared with Q4 2024, it opened 13 new positions, sold out of 5, added to 27 and reduced 41. The biggest buy was a new position in Dell Technologies -C (DELL) and the biggest sale Chevron (CVX, shares −88%).

Most Recent 13F
Q2 2026
Location
PALM BEACH, FL
CIK
0001840501
Portfolio Value
$266.1M (Q1 2025)
SEC Filing
0001840501-25-000005 ↗ filed Apr 22, 2025

Holdings Value

0$100.0M$200.0M$300.0M$400.0M Q1 2024: $235.4M Q1 2024 Q2 2024: $236.5M Q2 2024 Q3 2024: $257.4M Q3 2024 Q4 2024: $268.7M Q4 2024 Q1 2025: $266.1M $266.1M Q1 2025 Q2 2025: $289.5M Q2 2025 Q3 2025: $318.6M Q3 2025 Q4 2025: $335.2M Q4 2025 Q1 2026: $334.9M Q1 2026 Q2 2026: $398.1M Q2 2026

Holdings 100 stocks · $266.1M
BRK.B Berkshire Hathaway Inc. Class B 8.49% 42,416 $22.6M Add +1.1%
AAPL Apple Inc. 5.81% 69,639 $15.5M Reduce -0.2%
MSFT Microsoft Corp. 4.57% 32,390 $12.2M Reduce -4.9%
GOOGL Alphabet Inc. Class A 4.31% 74,229 $11.5M Add +1.3%
COST Costco Wholesale Corp. 3.29% 9,257 $8.8M Add +8.9%
V Visa Inc. Class A 3.05% 23,123 $8.1M Add +0.4%
MRK Merck & Co. Inc. 2.81% 83,311 $7.5M Add +81.3%
BLDR Builders Firstsource Inc. 2.77% 59,031 $7.4M Reduce -2.1%
VTI VG Morningstar TS MKT ETF-US 2.51% 24,326 $6.7M Reduce -16.2%
JNJ Johnson & Johnson 2.39% 38,324 $6.4M Reduce -7.4%
MKL Markel Group Inc. 2.31% 3,288 $6.1M Reduce -1.5%
MDU Mdu Resources Group Inc. 2.18% 343,429 $5.8M Add +61.3%
FNF Fidelity National Financial 2.18% 89,064 $5.8M Reduce -2.5%
ESAB Esab Corp. 1.96% 44,704 $5.2M Reduce -6.2%
QCOM Qualcomm Inc. 1.92% 33,318 $5.1M Reduce -0.3%
GOOG Alphabet Inc. Class C 1.92% 32,653 $5.1M Add +0.6%
NVDA Nvidia Corp. 1.87% 45,953 $5.0M Reduce -9.3%
GLW Corning Inc. 1.87% 108,544 $5.0M Reduce -2.4%
FNV Franco-Nevada Corp. 1.87% 31,518 $5.0M Reduce -2.4%
AMGN Amgen Inc. 1.85% 15,772 $4.9M Reduce -0.5%
KNF Knife River Corp. 1.79% 52,689 $4.8M Reduce -2.4%
DELL Dell Technologies -C 1.54% 44,869 $4.1M New
MCD McDonald's Corp. 1.50% 12,737 $4.0M Reduce -14.8%
BATRA Atlanta Braves Holdings in-A 1.44% 87,305 $3.8M New
ZBRA Zebra Technologies Corp. Class A 1.42% 13,340 $3.8M Reduce -10.4%
JPM JPMorgan Chase & Co. 1.41% 15,347 $3.8M Reduce -1.4%
ASML ASML Holding NV-NY Reg SHS 1.40% 5,623 $3.7M Add +10.0%
AMTM Amentum Holdings Inc. 1.29% 188,283 $3.4M New
AMZN Amazon.com Inc. 1.28% 17,953 $3.4M Reduce -3.5%
WMT Walmart Inc. 1.25% 37,780 $3.3M Reduce -4.0%
DE Deere & Co. 1.16% 6,557 $3.1M Reduce -1.7%
ECG Everus Construction Group 1.10% 79,014 $2.9M Add +5.5%
CP Canadian Pacific Kansas City 1.10% 41,561 $2.9M Add +28.4%
HD Home Depot Inc. 1.06% 7,711 $2.8M Reduce -17.3%
XLK SS Technology Select Sector 1.05% 13,562 $2.8M Add +1.4%
LLY Eli Lilly & Co. 0.77% 2,474 $2.0M Add +80.3%
CRWD CrowdStrike Holdings Inc. Class A 0.73% 5,520 $1.9M Reduce -1.8%
UBER Uber Technologies Inc. 0.73% 26,585 $1.9M Add +25.6%
NFLX Netflix Inc. 0.69% 1,971 $1.8M Reduce -6.4%
VBR Vngrd Mrngst SL-CP Val ETF-U 0.68% 9,672 $1.8M Add +10.0%
META Meta Platforms Inc. Class A 0.57% 2,639 $1.5M Add +7.9%
ABT Abbott Laboratories 0.54% 10,789 $1.4M Reduce -6.3%
SPY SS SPDR S&P 500 ETF Trust-US 0.53% 2,540 $1.4M Reduce -4.8%
URI United Rentals Inc. 0.52% 2,228 $1.4M Reduce -0.5%
VHT Vanguard Health Care ETF 0.50% 5,054 $1.3M Add +31.0%
KO The Coca-Cola Co. 0.50% 18,466 $1.3M No change
BKNG Booking Holdings Inc. 0.49% 281 $1.3M Reduce -1.8%
RIO Rio Tinto PLC-Spon ADR 0.47% 20,884 $1.3M New
GVIP Gold Sachs Hedge Ind Vip ETF 0.46% 10,439 $1.2M Add +12.6%
ET Energy Transfer LP 0.45% 64,775 $1.2M No change
EMR Emerson Electric Co. 0.45% 10,865 $1.2M No change
XLC SS Comm Select Sector SPDR 0.44% 12,140 $1.2M Add +50.1%
AMD Advanced Micro Devices 0.43% 11,215 $1.2M No change
MLM Martin Marietta Materials 0.43% 2,385 $1.1M Reduce -5.5%
FDX FedEx Corp. 0.41% 4,481 $1.1M No change
NOW ServiceNow Inc. 0.41% 1,355 $1.1M Reduce -2.7%
MAR Marriott International Class A 0.40% 4,425 $1.1M Reduce -2.2%
DHR Danaher Corp. 0.38% 4,977 $1.0M Reduce -78.1%
GTLS Chart Industries Inc. 0.37% 6,740 $973K No change
ADP Automatic Data Processing 0.35% 3,050 $932K No change
DIS The Walt Disney Co. filed as DISNEY WALT CO 0.34% 9,290 $917K Reduce -8.2%
KKR KKR & Co. Inc. 0.34% 7,835 $906K New
PEP Pepsico Inc. 0.31% 5,470 $820K Reduce -11.7%
XLI SS Industrial Select Sector 0.30% 6,030 $790K Add +5.6%
VOO Vanguard S&P 500 ETF 0.30% 1,537 $790K No change
QQQ Invesco QQQ Trust Series 1 0.29% 1,647 $772K Reduce -13.7%
XOM Exxon Mobil Corp. 0.29% 6,395 $761K No change
CVX Chevron Corp. 0.28% 4,493 $752K Reduce -87.8%
NCDL Nuveen Churchill Direct Lend 0.27% 42,954 $729K No change
CM Can Imperial BK of Commerce filed as CANADIAN IMPERIAL BK COMM 0.27% 12,582 $708K New
NVT Nvent Electric PLC 0.26% 13,175 $691K No change
SMH Vaneck Semiconductor ETF 0.25% 3,184 $673K Add +7.3%
DXCM Dexcom Inc. 0.24% 9,520 $650K No change
TSLA Tesla Inc. 0.24% 2,475 $642K Add +324.5%
RSP Invesco S&P 500 Equal Weight 0.24% 3,668 $635K Add +2.3%
IAI iShares U.S. Broker-Dealers 0.24% 4,490 $629K Add +16.1%
DUK Duke Energy Corp. 0.23% 5,040 $615K No change
XLE SS Energy Select Sector 0.21% 5,980 $559K Add +8.7%
BITB Bitwise Bitcoin ETF 0.21% 12,280 $551K Add +69.2%
AVGO Broadcom Inc. 0.19% 3,070 $514K Add +0.7%
BA The Boeing Co. 0.18% 2,820 $481K No change
ZS Zscaler Inc. 0.18% 2,412 $479K Reduce -7.7%
GDX Vaneck Gold Miners ETF 0.18% 10,406 $478K Reduce -9.9%
PG The Procter & Gamble Co. 0.16% 2,550 $435K No change
WTM White Mountains Insurance GP 0.15% 206 $397K No change
AZTA Azenta Inc. 0.13% 9,730 $337K Reduce -25.1%
EPD Enterprise Products Partners 0.12% 9,433 $322K Add +42.2%
PPG PPG Industries Inc. 0.12% 2,884 $315K No change
IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS 0.11% 1,186 $295K New
IBKR Interactive Brokers Gro Class A 0.11% 1,779 $295K New
DTM DT Midstream Inc. 0.11% 2,901 $280K New
HACK Amplify Cybersecurity ETF 0.10% 3,800 $273K Reduce -10.6%
PH Parker Hannifin Corp. 0.10% 431 $262K Reduce -12.2%
TJX TJX Companies Inc. filed as TJX COS INC NEW 0.09% 1,932 $235K Reduce -20.6%
ABBV Abbvie Inc. 0.08% 1,012 $212K New
STEW SRH Total Return Fund Inc. 0.08% 12,208 $211K No change
SNAP Snap Inc. Class A 0.08% 24,169 $211K New
EMXC iShares MSCI Emr MRK Ex Chna 0.08% 3,800 $209K No change
BXSL Blackstone Secured Lending F 0.08% 6,386 $207K New
NSC Norfolk Southern Corp. 0.08% 850 $201K New

Portfolio Sells Q4 2024 → Q1 2025
CVX Chevron Corp. Reduce -87.8% 0.28% −1.71
DHR Danaher Corp. Reduce -78.1% 0.38% −1.56
LNG Cheniere Energy Inc. Sold out 0.00% −0.99
MSFT Microsoft Corp. Reduce -4.9% 4.57% −0.77
ZBRA Zebra Technologies Corp. Class A Reduce -10.4% 1.42% −0.72
AAPL Apple Inc. Reduce -0.2% 5.81% −0.69
NVDA Nvidia Corp. Reduce -9.3% 1.87% −0.66
VTI VG Morningstar TS MKT ETF-US Reduce -16.2% 2.51% −0.62
BLDR Builders Firstsource Inc. Reduce -2.1% 2.77% −0.44
HD Home Depot Inc. Reduce -17.3% 1.06% −0.29
UNH Unitedhealth Group Inc. Sold out 0.00% −0.27
KNF Knife River Corp. Reduce -2.4% 1.79% −0.26
HON Honeywell International Inc. Sold out 0.00% −0.24
AMZN Amazon.com Inc. Reduce -3.5% 1.28% −0.24
ESAB Esab Corp. Reduce -6.2% 1.96% −0.17
MKSI MKS Inc. Sold out 0.00% −0.16
NOW ServiceNow Inc. Reduce -2.7% 0.41% −0.14
MCD McDonald's Corp. Reduce -14.8% 1.50% −0.12
AZTA Azenta Inc. Reduce -25.1% 0.13% −0.12
GLW Corning Inc. Reduce -2.4% 1.87% −0.10
PLTR Palantir Technologies Inc. Class A Sold out 0.00% −0.08
WMT Walmart Inc. Reduce -4.0% 1.25% −0.08
DIS The Walt Disney Co. Reduce -8.2% 0.34% −0.07
MAR Marriott International Class A Reduce -2.2% 0.40% −0.07
QQQ Invesco QQQ Trust Series 1 Reduce -13.7% 0.29% −0.07
URI United Rentals Inc. Reduce -0.5% 0.52% −0.06
MLM Martin Marietta Materials Reduce -5.5% 0.43% −0.06
SPY SS SPDR S&P 500 ETF Trust-US Reduce -4.8% 0.53% −0.05
BKNG Booking Holdings Inc. Reduce -1.8% 0.49% −0.04
PEP Pepsico Inc. Reduce -11.7% 0.31% −0.04
TJX TJX Companies Inc. Reduce -20.6% 0.09% −0.02
PH Parker Hannifin Corp. Reduce -12.2% 0.10% −0.02
HACK Amplify Cybersecurity ETF Reduce -10.6% 0.10% −0.02
NFLX Netflix Inc. Reduce -6.4% 0.69% −0.01
ZS Zscaler Inc. Reduce -7.7% 0.18% +0.00
QCOM Qualcomm Inc. Reduce -0.3% 1.92% +0.01
CRWD CrowdStrike Holdings Inc. Class A Reduce -1.8% 0.73% +0.02
JPM JPMorgan Chase & Co. Reduce -1.4% 1.41% +0.03
GDX Vaneck Gold Miners ETF Reduce -9.9% 0.18% +0.03
ABT Abbott Laboratories Reduce -6.3% 0.54% +0.05
DE Deere & Co. Reduce -1.7% 1.16% +0.10
MKL Markel Group Inc. Reduce -1.5% 2.31% +0.17
FNF Fidelity National Financial Reduce -2.5% 2.18% +0.27
JNJ Johnson & Johnson Reduce -7.4% 2.39% +0.29
AMGN Amgen Inc. Reduce -0.5% 1.85% +0.31
FNV Franco-Nevada Corp. Reduce -2.4% 1.87% +0.45

Portfolio Buys Q4 2024 → Q1 2025
DELL Dell Technologies -C New 1.54% +1.54
BATRA Atlanta Braves Holdings in-A New 1.44% +1.44
BRK.B Berkshire Hathaway Inc. Class B Add +1.1% 8.49% +1.41
AMTM Amentum Holdings Inc. New 1.29% +1.29
MRK Merck & Co. Inc. Add +81.3% 2.81% +1.11
MDU Mdu Resources Group Inc. Add +61.3% 2.18% +0.75
RIO Rio Tinto PLC-Spon ADR New 0.47% +0.47
COST Costco Wholesale Corp. Add +8.9% 3.29% +0.39
LLY Eli Lilly & Co. Add +80.3% 0.77% +0.37
KKR KKR & Co. Inc. New 0.34% +0.34
V Visa Inc. Class A Add +0.4% 3.05% +0.34
CM Can Imperial BK of Commerce New 0.27% +0.27
UBER Uber Technologies Inc. Add +25.6% 0.73% +0.25
CP Canadian Pacific Kansas City Add +28.4% 1.10% +0.22
TSLA Tesla Inc. Add +324.5% 0.24% +0.15
XLC SS Comm Select Sector SPDR Add +50.1% 0.44% +0.15
VHT Vanguard Health Care ETF Add +31.0% 0.50% +0.14
IBM Intl Business Machines Corp. New 0.11% +0.11
IBKR Interactive Brokers Gro Class A New 0.11% +0.11
DTM DT Midstream Inc. New 0.11% +0.11
ASML ASML Holding NV-NY Reg SHS Add +10.0% 1.40% +0.08
ABBV Abbvie Inc. New 0.08% +0.08
SNAP Snap Inc. Class A New 0.08% +0.08
BXSL Blackstone Secured Lending F New 0.08% +0.08
NSC Norfolk Southern Corp. New 0.08% +0.08
BITB Bitwise Bitcoin ETF Add +69.2% 0.21% +0.07
EPD Enterprise Products Partners Add +42.2% 0.12% +0.04
META Meta Platforms Inc. Class A Add +7.9% 0.57% +0.04
XLE SS Energy Select Sector Add +8.7% 0.21% +0.03
GVIP Gold Sachs Hedge Ind Vip ETF Add +12.6% 0.46% +0.03
VBR Vngrd Mrngst SL-CP Val ETF-U Add +10.0% 0.68% +0.03
IAI iShares U.S. Broker-Dealers Add +16.1% 0.24% +0.03
XLI SS Industrial Select Sector Add +5.6% 0.30% +0.02
RSP Invesco S&P 500 Equal Weight Add +2.3% 0.24% +0.00
SMH Vaneck Semiconductor ETF Add +7.3% 0.25% −0.02
AVGO Broadcom Inc. Add +0.7% 0.19% −0.07
XLK SS Technology Select Sector Add +1.4% 1.05% −0.11
GOOG Alphabet Inc. Class C Add +0.6% 1.92% −0.38
ECG Everus Construction Group Add +5.5% 1.10% −0.73
GOOGL Alphabet Inc. Class A Add +1.3% 4.31% −0.85

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 108$398.1MGOOGL, BRK.B, GLW, AAPL, MSFT
Q1 2026 100$334.9MBRK.B, GOOGL, AAPL, MSFT, GLW
Q4 2025 108$335.2MGOOGL, BRK.B, AAPL, MSFT, GOOG
Q3 2025 106$318.6MBRK.B, GOOGL, AAPL, MSFT, NVDA
Q2 2025 107$289.5MBRK.B, MSFT, AAPL, GOOGL, V
Q1 2025 100$266.1MBRK.B, AAPL, MSFT, GOOGL, COST
Q4 2024Amended 92$268.7MBRK.B, AAPL, MSFT, GOOGL, BLDR
Q3 2024 97$257.4MBRK.B, AAPL, MSFT, BLDR, GOOGL
Q2 2024 91$236.5MBRK.B, AAPL, MSFT, GOOGL, BLDR
Q1 2024 94$235.4MBRK.B, BLDR, AAPL, MSFT, GOOGL