Hudson Value Partners, LLC

In its 13F for Q1 2026 (holdings as of March 31, 2026, filed April 14, 2026), Hudson Value Partners, LLC reported 100 stock positions worth $334.9 million. Its top holding was Berkshire Hathaway Class B (BRK.B) at 6.6% of the portfolio, followed by Alphabet Class A (GOOGL, 6.3%) and Apple (AAPL, 4.8%). Compared with Q4 2025, it opened 5 new positions, sold out of 13, added to 35 and reduced 41. The biggest buy was Oneok (OKE, shares +55%) and the biggest sale Alphabet Class C (GOOG, shares −14%).

Most Recent 13F
Q2 2026
Location
PALM BEACH, FL
CIK
0001840501
Portfolio Value
$334.9M (Q1 2026)
SEC Filing
0001840501-26-000002 ↗ filed Apr 14, 2026

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 Q1 2025 Q2 2025: $289.5M Q2 2025 Q3 2025: $318.6M Q3 2025 Q4 2025: $335.2M Q4 2025 Q1 2026: $334.9M $334.9M Q1 2026 Q2 2026: $398.1M Q2 2026

Holdings 100 stocks · $334.9M
BRK.B Berkshire Hathaway Inc. Class B 6.56% 45,873 $22.0M Add +3.6%
GOOGL Alphabet Inc. Class A 6.35% 73,922 $21.3M Add +0.1%
AAPL Apple Inc. 4.80% 63,367 $16.1M Reduce -1.5%
MSFT Microsoft Corp. 3.92% 35,487 $13.1M Add +11.7%
GLW Corning Inc. 3.57% 87,965 $12.0M Reduce -1.6%
ECG Everus Construction Group 2.71% 76,815 $9.1M Reduce -3.7%
ASML ASML Holding NV-NY Reg SHS filed as ASML HLDG NV 2.67% 6,765 $8.9M Reduce -12.2%
JNJ Johnson & Johnson 2.60% 35,653 $8.7M Reduce -1.1%
FNV Franco-Nevada Corp. 2.50% 33,878 $8.4M Add +5.2%
NVDA Nvidia Corp. 2.31% 44,430 $7.7M Reduce -7.2%
GOOG Alphabet Inc. Class C 2.29% 26,768 $7.7M Reduce -14.1%
DELL Dell Technologies -C 2.19% 44,709 $7.3M Add +0.9%
VTI VG Morningstar TS MKT ETF-US 2.18% 22,742 $7.3M Add +2.1%
MDU Mdu Resources Group Inc. 2.17% 350,713 $7.3M Add +2.8%
V Visa Inc. Class A 2.15% 23,821 $7.2M Add +2.8%
AMGN Amgen Inc. 2.13% 20,322 $7.2M Add +0.9%
MRK Merck & Co. Inc. 2.13% 59,197 $7.1M Add +1.5%
COST Costco Wholesale Corp. 2.08% 6,978 $7.0M Reduce -5.8%
MKL Markel Group Inc. 2.04% 3,562 $6.8M Add +1.3%
TMO Thermo Fisher Scientific Inc. 1.96% 13,336 $6.6M Add +25.5%
OKE Oneok Inc. 1.74% 64,551 $5.8M Add +55.5%
AMTM Amentum Holdings Inc. 1.59% 203,910 $5.3M Add +8.5%
ESAB Esab Corp. 1.58% 54,814 $5.3M Add +9.5%
FNF Fidelity National Financial 1.43% 103,338 $4.8M Reduce -2.0%
JPM JPMorgan Chase & Co. 1.41% 16,083 $4.7M Add +6.9%
DE Deere & Co. 1.41% 8,357 $4.7M Reduce -0.0%
BLDR Builders Firstsource Inc. 1.36% 55,284 $4.6M Reduce -7.3%
KNF Knife River Corp. 1.35% 55,524 $4.5M Add +2.2%
BATRA Atlanta Braves Holdings in-A 1.27% 90,177 $4.3M Reduce -0.3%
QCOM Qualcomm Inc. 1.25% 32,554 $4.2M Reduce -1.0%
MCD McDonald's Corp. 1.20% 12,928 $4.0M Add +0.1%
META Meta Platforms Inc. Class A 1.19% 6,987 $4.0M Add +12.6%
WMT Walmart Inc. 1.19% 31,970 $4.0M Reduce -3.8%
CP Canadian Pacific Kansas City 1.13% 48,390 $3.8M Add +0.2%
AMZN Amazon.com Inc. 1.09% 17,608 $3.7M Reduce -2.8%
AMD Advanced Micro Devices 0.94% 15,393 $3.1M Add +48.3%
XLK SS Technology Select Sector 0.93% 23,350 $3.1M Reduce -11.2%
BABA Alibaba Group Holding-SP ADR 0.88% 23,613 $3.0M Add +1.2%
XLC SS Comm Select Sector SPDR 0.85% 25,783 $2.9M Add +12.5%
LLY Eli Lilly & Co. 0.71% 2,601 $2.4M Reduce -6.5%
GVIP Gold Sachs Hedge Ind Vip ETF 0.70% 16,151 $2.4M Add +3.3%
DFSV Dimensional US Small Cap Val 0.70% 66,770 $2.3M New
QXO Qxo Inc. 0.67% 115,142 $2.2M Add +15.5%
UBER Uber Technologies Inc. 0.60% 27,786 $2.0M Add +6.5%
CRWD CrowdStrike Holdings Inc. Class A 0.59% 5,020 $2.0M Add +6.4%
NFLX Netflix Inc. 0.52% 18,060 $1.7M No change
NOW ServiceNow Inc. 0.51% 16,420 $1.7M Add +142.4%
FDX FedEx Corp. 0.46% 4,354 $1.6M Reduce -0.6%
SPY SS SPDR S&P 500 ETF Trust-US 0.43% 2,224 $1.4M Reduce -0.5%
MAR Marriott International Class A 0.43% 4,400 $1.4M Reduce -0.6%
EMR Emerson Electric Co. 0.42% 10,845 $1.4M Reduce -0.2%
URI United Rentals Inc. 0.42% 1,943 $1.4M Reduce -10.0%
LDOS Leidos Holdings Inc. 0.42% 9,025 $1.4M New
NVT Nvent Electric PLC 0.41% 11,575 $1.4M Reduce -0.9%
KO The Coca-Cola Co. 0.41% 17,953 $1.4M Reduce -1.3%
MLM Martin Marietta Materials 0.40% 2,275 $1.3M Reduce -3.2%
ET Energy Transfer LP 0.39% 68,275 $1.3M Add +5.4%
EWZ iShares MSCI Brazil ETF 0.37% 32,001 $1.2M Reduce -10.5%
CM Can Imperial BK of Commerce filed as CANADIAN IMPERIAL BANK OF CO 0.36% 12,582 $1.2M No change
KWEB Kranesh Csi China Internet 0.35% 41,079 $1.2M Add +30.4%
XLI SS Industrial Select Sector 0.34% 7,132 $1.2M Add +4.9%
VHT Vanguard Health Care ETF 0.33% 4,071 $1.1M New
DHR Danaher Corp. 0.29% 5,063 $960K Reduce -4.3%
ABT Abbott Laboratories 0.27% 8,950 $919K Reduce -17.1%
KKR KKR & Co. Inc. 0.25% 9,230 $854K Add +17.8%
XOM Exxon Mobil Corp. 0.24% 4,700 $797K Reduce -26.9%
DIS The Walt Disney Co. filed as DISNEY WALT CO 0.24% 8,214 $792K Reduce -7.7%
QQQ Invesco QQQ Trust Series 1 0.24% 1,367 $789K Reduce -9.3%
GDX Vaneck Gold Miners ETF 0.22% 8,204 $753K Reduce -41.9%
PEP Pepsico Inc. 0.22% 4,820 $748K No change
XLE SS Energy Select Sector 0.21% 11,670 $715K No change
HD Home Depot Inc. 0.21% 2,144 $705K Reduce -34.7%
CVX Chevron Corp. 0.21% 3,375 $698K Reduce -5.3%
AVGO Broadcom Inc. 0.21% 2,250 $696K No change
RSP Invesco S&P 500 Equal Weight 0.21% 3,609 $693K No change
JPIE JPMorgan Income ETF 0.20% 14,635 $674K Add +84.6%
ADP Automatic Data Processing 0.18% 3,050 $620K No change
BA The Boeing Co. 0.17% 2,820 $561K No change
ABNB Airbnb Inc. Class A 0.16% 4,222 $533K Add +30.4%
IWR iShares Russell Mid-Cap ETF 0.15% 5,280 $513K No change
NCDL Nuveen Churchill Direct Lend 0.14% 37,720 $480K No change
VOO Vanguard S&P 500 ETF 0.14% 792 $473K Reduce -0.5%
WTM White Mountains Insurance GP 0.14% 206 $453K No change
REGN Regeneron Pharmaceuticals 0.13% 547 $423K Reduce -15.5%
ZS Zscaler Inc. 0.12% 2,787 $391K Add +15.6%
AMAT Applied Materials Inc. 0.11% 1,120 $383K No change
AKRE Akre Focus ETF filed as PROFESIONALLY MANAGED PORTFO 0.11% 7,143 $378K New
DTM DT Midstream Inc. 0.11% 2,651 $357K No change
CAT Caterpillar Inc. 0.11% 500 $354K Reduce -1.0%
TJX TJX Companies Inc. filed as TJX COS INC NEW 0.10% 2,160 $345K No change
PH Parker Hannifin Corp. 0.10% 385 $345K Reduce -13.5%
EPD Enterprise Products Partners 0.10% 8,953 $339K Reduce -5.1%
TSLA Tesla Inc. 0.09% 813 $302K Reduce -24.5%
EMXC iShares MSCI Emr MRK Ex Chna 0.09% 3,800 $299K No change
HACK Amplify Cybersecurity ETF 0.09% 3,800 $285K No change
IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS 0.09% 1,175 $285K Reduce -4.1%
CSCO Cisco Systems Inc. 0.08% 3,333 $259K No change
VBIL Vanguard 0-3M T-Bill ETF 0.08% 3,357 $254K New
TRV The Travelers Cos Inc. 0.07% 856 $250K No change
NSC Norfolk Southern Corp. 0.07% 850 $244K No change

Options reported separately and not counted above: NVIDIA CORP COM EXP 01-21-28@175.000 calls ($174K).

Portfolio Sells Q4 2025 → Q1 2026
GOOG Alphabet Inc. Class C Reduce -14.1% 2.29% −0.63
BLDR Builders Firstsource Inc. Reduce -7.3% 1.36% −0.48
QCOM Qualcomm Inc. Reduce -1.0% 1.25% −0.45
AAPL Apple Inc. Reduce -1.5% 4.80% −0.43
GTLS Chart Industries Inc. Sold out 0.00% −0.41
VTWO Vanguard Russell 2000 ETF Sold out 0.00% −0.41
NVDA Nvidia Corp. Reduce -7.2% 2.31% −0.35
FNF Fidelity National Financial Reduce -2.0% 1.43% −0.31
IAI iShares U.S. Broker-Dealers Sold out 0.00% −0.29
XLK SS Technology Select Sector Reduce -11.2% 0.93% −0.20
BITB Bitwise Bitcoin ETF Sold out 0.00% −0.18
LLY Eli Lilly & Co. Reduce -6.5% 0.71% −0.18
DUK Duke Energy Corp. Sold out 0.00% −0.16
AMZN Amazon.com Inc. Reduce -2.8% 1.09% −0.16
GDX Vaneck Gold Miners ETF Reduce -41.9% 0.22% −0.14
ABT Abbott Laboratories Reduce -17.1% 0.27% −0.13
HD Home Depot Inc. Reduce -34.7% 0.21% −0.13
PG The Procter & Gamble Co. Sold out 0.00% −0.11
URI United Rentals Inc. Reduce -10.0% 0.42% −0.10
GLD SPDR Gold Shares Sold out 0.00% −0.08
DHR Danaher Corp. Reduce -4.3% 0.29% −0.08
PPG PPG Industries Inc. Sold out 0.00% −0.07
C Citigroup Inc. Sold out 0.00% −0.07
DIS The Walt Disney Co. Reduce -7.7% 0.24% −0.07
NVIDIA CORPORATION Sold out 0.00% −0.06
MET Metlife Inc. Sold out 0.00% −0.06
IDXX Idexx Laboratories Inc. Sold out 0.00% −0.06
DIA SS SPDR Dow Jones Indus Avg Sold out 0.00% −0.06
TSLA Tesla Inc. Reduce -24.5% 0.09% −0.05
MLM Martin Marietta Materials Reduce -3.2% 0.40% −0.04
QQQ Invesco QQQ Trust Series 1 Reduce -9.3% 0.24% −0.04
IBM Intl Business Machines Corp. Reduce -4.1% 0.09% −0.02
SPY SS SPDR S&P 500 ETF Trust-US Reduce -0.5% 0.43% −0.02
REGN Regeneron Pharmaceuticals Reduce -15.5% 0.13% −0.02
PH Parker Hannifin Corp. Reduce -13.5% 0.10% −0.02
EMR Emerson Electric Co. Reduce -0.2% 0.42% −0.01
VOO Vanguard S&P 500 ETF Reduce -0.5% 0.14% −0.01
XOM Exxon Mobil Corp. Reduce -26.9% 0.24% +0.01
EPD Enterprise Products Partners Reduce -5.1% 0.10% +0.01
MAR Marriott International Class A Reduce -0.6% 0.43% +0.02
CAT Caterpillar Inc. Reduce -1.0% 0.11% +0.02
KO The Coca-Cola Co. Reduce -1.3% 0.41% +0.03
EWZ iShares MSCI Brazil ETF Reduce -10.5% 0.37% +0.03
CVX Chevron Corp. Reduce -5.3% 0.21% +0.05
NVT Nvent Electric PLC Reduce -0.9% 0.41% +0.05
WMT Walmart Inc. Reduce -3.8% 1.19% +0.08
FDX FedEx Corp. Reduce -0.6% 0.46% +0.08
BATRA Atlanta Braves Holdings in-A Reduce -0.3% 1.27% +0.12
COST Costco Wholesale Corp. Reduce -5.8% 2.08% +0.16
ASML ASML Holding NV-NY Reg SHS Reduce -12.2% 2.67% +0.21

Portfolio Buys Q4 2025 → Q1 2026
OKE Oneok Inc. Add +55.5% 1.74% +0.83
DFSV Dimensional US Small Cap Val New 0.70% +0.70
DELL Dell Technologies -C Add +0.9% 2.19% +0.50
FNV Franco-Nevada Corp. Add +5.2% 2.50% +0.50
LDOS Leidos Holdings Inc. New 0.42% +0.42
VHT Vanguard Health Care ETF New 0.33% +0.33
MRK Merck & Co. Inc. Add +1.5% 2.13% +0.28
AMD Advanced Micro Devices Add +48.3% 0.94% +0.27
NOW ServiceNow Inc. Add +142.4% 0.51% +0.20
KNF Knife River Corp. Add +2.2% 1.35% +0.20
MDU Mdu Resources Group Inc. Add +2.8% 2.17% +0.16
AMGN Amgen Inc. Add +0.9% 2.13% +0.16
AKRE Akre Focus ETF New 0.11% +0.11
TMO Thermo Fisher Scientific Inc. Add +25.5% 1.96% +0.11
JPIE JPMorgan Income ETF Add +84.6% 0.20% +0.09
VBIL Vanguard 0-3M T-Bill ETF New 0.08% +0.08
ET Energy Transfer LP Add +5.4% 0.39% +0.07
CP Canadian Pacific Kansas City Add +0.2% 1.13% +0.06
QXO Qxo Inc. Add +15.5% 0.67% +0.05
XLC SS Comm Select Sector SPDR Add +12.5% 0.85% +0.05
XLI SS Industrial Select Sector Add +4.9% 0.34% +0.03
KWEB Kranesh Csi China Internet Add +30.4% 0.35% +0.03
ABNB Airbnb Inc. Class A Add +30.4% 0.16% +0.03
MCD McDonald's Corp. Add +0.1% 1.20% +0.01
GVIP Gold Sachs Hedge Ind Vip ETF Add +3.3% 0.70% −0.02
META Meta Platforms Inc. Class A Add +12.6% 1.19% −0.03
JPM JPMorgan Chase & Co. Add +6.9% 1.41% −0.04
UBER Uber Technologies Inc. Add +6.5% 0.60% −0.04
KKR KKR & Co. Inc. Add +17.8% 0.25% −0.05
ZS Zscaler Inc. Add +15.6% 0.12% −0.05
VTI VG Morningstar TS MKT ETF-US Add +2.1% 2.18% −0.05
AMTM Amentum Holdings Inc. Add +8.5% 1.59% −0.05
CRWD CrowdStrike Holdings Inc. Class A Add +6.4% 0.59% −0.08
BRK.B Berkshire Hathaway Inc. Class B Add +3.6% 6.56% −0.09
ESAB Esab Corp. Add +9.5% 1.58% −0.11
BABA Alibaba Group Holding-SP ADR Add +1.2% 0.88% −0.14
MKL Markel Group Inc. Add +1.3% 2.04% −0.24
V Visa Inc. Class A Add +2.8% 2.15% −0.29
GOOGL Alphabet Inc. Class A Add +0.1% 6.35% −0.56
MSFT Microsoft Corp. Add +11.7% 3.92% −0.69

Options Activity Q4 2025 → Q1 2026
NVIDIA CORPORATION call Sold out 3,500 $653Kbefore exit
NVIDIA CORP COM EXP 01-21-28@175.000 call New 1,000 $174K

Calls and puts are listed by the shares they cover; their value is not part of the stock holdings above.

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