Hudson Value Partners, LLC

CIK

1840501

Location

PALM BEACH, FL

Portfolio Value

Small $350,408,825

Diversification

Diversified

Filing Date

Global Rank

#894 / 3,203 ▲ 2537

Top Industry

Internet Content & Information 8.5%

3Y Alpha vs SPY

+10.2%

Period ended 30 days ago

Filed Jul 10, 2026 · 20d

23 quarters · since Dec 2020

Clone Performance

Jul 2023–Jul 2026 · vs SPY

Hypothetical growth of buying every stock this filer reported holding, rebalancing on each filing and indexed to the same start. Option positions cannot be bought this way and are left out.

Cloned portfolio

+115.0%

SPY

+65.3%

Annualised alpha

+10.8%

Max drawdown

−30.8%

Estimate. 13F holdings are quarter-lagged, so the clone rebalances about 45 days after each period end — when the filing becomes public — and it excludes option and short positions. It tracks 100% of reported value on average across 13 quarters. Past performance does not predict future results.

Portfolio Concentration

87 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026

Top Position

7.3%

+0.0 pts

Top 5

28.9%

+0.8 pts

Top 10

45.4%

+2.9 pts

HHI

308

Diversified+12

Portfolio Trend

23 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Technology	31.2%	$109,247,458	20
Financial Services	15.5%	$54,240,875	11
Industrials	14.9%	$52,372,024	15
Communication Services	10.5%	$36,954,619	5
Healthcare	10.5%	$36,949,012	7
Consumer Cyclical	4.4%	$15,286,020	10
Basic Materials	3.8%	$13,181,167	4
Consumer Defensive	3.5%	$12,164,801	5
Energy	2.8%	$9,668,075	6
Utilities	2.1%	$7,382,628	1
Unclassified	0.8%	$2,962,146	3

Last Quarter's Activity

Export CSV

Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
QXO	QXO, Inc.	+100,856	215,998	$3,732,445
AMTM	Amentum Holdings, Inc.	+46,275	250,185	$5,171,323
ESAB	ESAB Corp	+10,915	65,729	$6,482,851
BATRA	Atlanta Braves Holdings, Inc.	+6,525	96,702	$5,445,289
BABA	Alibaba Group Holding Ltd	+5,731	29,344	$2,816,437
BLDR	Builders FirstSource, Inc.	+5,620	60,904	$5,449,689
NVDA	Nvidia Corp	+4,579	49,009	$9,806,210
CVX	Chevron Corp	+3,565	6,940	$1,150,374
TMO	Thermo Fisher Scientific Inc.	+3,317	16,653	$8,349,148
OKE	Oneok Inc /New/	+3,292	67,843	$5,898,270
JNJ	Johnson & Johnson	+3,045	38,698	$9,828,131
MCD	Mcdonalds Corp	+2,862	15,790	$4,268,194
MSFT	Microsoft Corp	+2,722	38,209	$14,252,721
QCOM	Qualcomm Inc/De	+1,864	34,418	$6,360,102
CP	Canadian Pacific Kansas City Ltd/Cn	+1,639	50,029	$4,335,012
FDX	Fedex Corp	+1,422	5,776	$1,808,638
JPM	Jpmorgan Chase & Co	+1,413	17,496	$5,726,965
BRK-B	Berkshire Hathaway Inc	+1,098	46,971	$23,503,818
V	Visa Inc.	+1,081	24,902	$8,543,627
AMGN	Amgen Inc	+849	21,171	$7,666,442
DE	Deere & Co	+773	9,130	$5,791,432
KKR	KKR & Co. Inc.	+425	9,655	$886,135
MKL	Markel Group Inc.	+378	3,940	$7,694,859
KNF	Knife River Corp	+94	55,618	$4,652,445
QQQ	Invesco Qqq Trust, Series 1	+87	1,454	$1,070,725
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
DELL	Dell Technologies Inc.	−14,605	30,104	$12,988,671
GLW	Corning Inc /Ny	−9,331	78,634	$20,085,482
UBER	Uber Technologies, Inc	−6,621	21,165	$1,527,266
AMD	Advanced Micro Devices Inc	−4,802	10,591	$6,152,417
LDOS	Leidos Holdings, Inc.	−4,510	4,515	$464,909
FNF	Fidelity National Financial, Inc.	−2,849	100,489	$4,739,061
MDU	Mdu Resources Group Inc	−2,640	348,073	$7,382,628
KO	Coca Cola Co	−2,488	15,465	$1,256,840
ECG	Everus Construction Group, Inc.	−2,277	74,538	$12,369,581
GOOGL	Alphabet Inc.	−1,970	71,952	$25,713,486
MRK	Merck & Co., Inc.	−1,758	57,439	$7,380,911
AAPL	Apple Inc.	−1,588	61,779	$17,876,371
NVT	nVent Electric plc	−1,505	10,070	$1,707,972
DIS	Walt Disney Co	−1,175	7,039	$677,503
ET	Energy Transfer LP	−1,000	67,275	$1,286,298
AMZN	Amazon Com Inc	−886	16,722	$3,985,521
EPD	Enterprise Products Partners L.P.	−750	8,203	$301,542
CM	Canadian Imperial Bank Of Commerce /Can/	−682	11,900	$1,368,500
ADP	Automatic Data Processing Inc	−550	2,500	$559,875
ASML	Asml Holding NV	−398	6,367	$12,666,763
FNV	FRANCO NEVADA Corp	−289	33,589	$7,001,291
NFLX	Netflix Inc	−250	17,810	$1,271,634
WMT	Walmart Inc.	−225	31,745	$3,595,438
META	Meta Platforms, Inc.	−158	6,829	$3,846,707
COST	Costco Wholesale Corp /New	−112	6,866	$6,422,937
No positions match the current search.

New Positions

Positions the filer opened this quarter

11 positions

Ticker	Company	Shares	Value
ARW	Arrow Electronics, Inc.	4,437	$946,900
MGA	Magna International Inc	9,273	$608,865
C	Citigroup Inc	4,285	$599,728
GM	General Motors Co	5,734	$441,976
ELV	Elevance Health, Inc.	725	$280,379
LEN	Lennar Corp /New/	2,752	$249,028
DG	Dollar General Corp	2,135	$245,759
THO	Thor Industries Inc	3,176	$238,708
LRCX	Lam Research Corp	508	$220,131
DIA	Spdr Dow Jones Industrial Average ETF Trust	420	$219,403
PPG	Ppg Industries Inc	1,800	$218,322
No positions match the current search.

Sold Out

Positions the filer fully exited

4 positions

Ticker	Company	Shares	Value
DHR	Danaher Corp /De/	5,063	$959,944
ABT	Abbott Laboratories	8,950	$918,896
ABNB	Airbnb, Inc.	4,222	$533,154
TSLA	Tesla, Inc.	813	$302,232
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

87 tracked positions · $350,408,825 total · as of Jun 30, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Technology Utilities

Showing 1–50 of 87 positions by value · page 1 of 2

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
GOOGL	Alphabet Inc. Communication Services	Reduced	71,952	-1,970	$25,713,486	+21.0%	7.34%
BRK-B	Berkshire Hathaway Inc Financial Services	Added	46,971	+1,098	$23,503,818	+6.9%	6.71%
GLW	Corning Inc /Ny Technology	Reduced	78,634	-9,331	$20,085,482	+67.9%	5.73%
AAPL	Apple Inc. Technology	Reduced	61,779	-1,588	$17,876,371	+11.2%	5.10%
MSFT	Microsoft Corp Technology	Added	38,209	+2,722	$14,252,721	+8.5%	4.07%
DELL	Dell Technologies Inc. Technology	Reduced	30,104	-14,605	$12,988,671	+77.0%	3.71%
ASML	Asml Holding NV Technology	Reduced	6,367	-398	$12,666,763	+41.8%	3.61%
ECG	Everus Construction Group, Inc. Industrials	Reduced	74,538	-2,277	$12,369,581	+36.4%	3.53%
JNJ	Johnson & Johnson Healthcare	Added	38,698	+3,045	$9,828,131	+12.8%	2.80%
NVDA	Nvidia Corp Technology	Added	49,009	+4,579	$9,806,210	+26.6%	2.80%
V	Visa Inc. Financial Services	Added	24,902	+1,081	$8,543,627	+18.7%	2.44%
TMO	Thermo Fisher Scientific Inc. Healthcare	Added	16,653	+3,317	$8,349,148	+27.4%	2.38%
MKL	Markel Group Inc. Financial Services	Added	3,940	+378	$7,694,859	+12.9%	2.20%
AMGN	Amgen Inc Healthcare	Added	21,171	+849	$7,666,442	+7.2%	2.19%
MDU	Mdu Resources Group Inc Utilities	Reduced	348,073	-2,640	$7,382,628	+1.6%	2.11%
MRK	Merck & Co., Inc. Healthcare	Reduced	57,439	-1,758	$7,380,911	+3.7%	2.11%
FNV	FRANCO NEVADA Corp Basic Materials	Reduced	33,589	-289	$7,001,291	−16.3%	2.00%
ESAB	ESAB Corp Industrials	Added	65,729	+10,915	$6,482,851	+22.4%	1.85%
COST	Costco Wholesale Corp /New Consumer Defensive	Reduced	6,866	-112	$6,422,937	−7.6%	1.83%
QCOM	Qualcomm Inc/De Technology	Added	34,418	+1,864	$6,360,102	+51.7%	1.82%
AMD	Advanced Micro Devices Inc Technology	Reduced	10,591	-4,802	$6,152,417	+96.5%	1.76%
OKE	Oneok Inc /New/ Energy	Added	67,843	+3,292	$5,898,270	+1.1%	1.68%
DE	Deere & Co Industrials	Added	9,130	+773	$5,791,432	+23.0%	1.65%
JPM	Jpmorgan Chase & Co Financial Services	Added	17,496	+1,413	$5,726,965	+21.1%	1.63%
BLDR	Builders FirstSource, Inc. Industrials	Added	60,904	+5,620	$5,449,689	+19.7%	1.56%
BATRA	Atlanta Braves Holdings, Inc. Communication Services	Added	96,702	+6,525	$5,445,289	+28.1%	1.55%
AMTM	Amentum Holdings, Inc. Industrials	Added	250,185	+46,275	$5,171,323	−2.8%	1.48%
FNF	Fidelity National Financial, Inc. Financial Services	Reduced	100,489	-2,849	$4,739,061	−1.1%	1.35%
KNF	Knife River Corp Basic Materials	Added	55,618	+94	$4,652,445	+2.6%	1.33%
CP	Canadian Pacific Kansas City Ltd/Cn Industrials	Added	50,029	+1,639	$4,335,012	+13.9%	1.24%
MCD	Mcdonalds Corp Consumer Cyclical	Added	15,790	+2,862	$4,268,194	+6.2%	1.22%
AMZN	Amazon Com Inc Consumer Cyclical	Reduced	16,722	-886	$3,985,521	+8.7%	1.14%
META	Meta Platforms, Inc. Communication Services	Reduced	6,829	-158	$3,846,707	−3.8%	1.10%
QXO	QXO, Inc. Industrials	Added	215,998	+100,856	$3,732,445	+66.9%	1.07%
WMT	Walmart Inc. Consumer Defensive	Reduced	31,745	-225	$3,595,438	−9.5%	1.03%
LLY	ELI LILLY & Co Healthcare	Reduced	2,587	-14	$3,102,925	+29.7%	0.89%
BABA	Alibaba Group Holding Ltd Consumer Cyclical	Added	29,344	+5,731	$2,816,437	−4.9%	0.80%
URI	United Rentals, Inc. Industrials	Reduced	1,933	-10	$2,189,876	+54.7%	0.62%
FDX	Fedex Corp Industrials	Added	5,776	+1,422	$1,808,638	+16.6%	0.52%
NVT	nVent Electric plc Industrials	Reduced	10,070	-1,505	$1,707,972	+24.8%	0.49%
SPY	Spdr S&P 500 ETF Trust	Added	2,239	+15	$1,672,018	+15.6%	0.48%
NOW	ServiceNow, Inc. Technology	Held	16,420	0	$1,630,177	−5.0%	0.47%
MAR	Marriott International Inc /Md/ Consumer Cyclical	Reduced	4,360	-40	$1,615,772	+12.3%	0.46%
EMR	Emerson Electric Co Industrials	Reduced	10,795	-50	$1,545,304	+8.8%	0.44%
UBER	Uber Technologies, Inc Technology	Reduced	21,165	-6,621	$1,527,266	−23.6%	0.44%
CM	Canadian Imperial Bank Of Commerce /Can/ Financial Services	Reduced	11,900	-682	$1,368,500	+14.8%	0.39%
MLM	Martin Marietta Materials Inc Basic Materials	Reduced	2,270	-5	$1,309,109	−2.3%	0.37%
ET	Energy Transfer LP Energy	Reduced	67,275	-1,000	$1,286,298	−2.4%	0.37%
NFLX	Netflix Inc Communication Services	Reduced	17,810	-250	$1,271,634	−26.8%	0.36%
KO	Coca Cola Co Consumer Defensive	Reduced	15,465	-2,488	$1,256,840	−7.9%	0.36%

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.