Hudson Value Partners, LLC

CIK

1840501

Location

PALM BEACH, FL

Portfolio Value

Small $297,037,025

Diversification

Diversified

Filing Date

Global Rank

#3,425 / 8,603 ▲ 106 · as of Mar 2026

Top Industry

Drug Manufacturers - General 8.6%

3Y Alpha vs SPY

+10.8%

Period ended 3 months ago

Filed Apr 14, 2026 · 3mo

22 quarters · since Dec 2020

Clone Performance

Jul 2023–Jul 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+126.6%

SPY

+76.0%

Annualised alpha

+10.6%

Max drawdown

−30.8%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

79 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

7.4%

−0.4 pts

Top 5

28.4%

−1.2 pts

Top 10

42.8%

−0.1 pts

HHI

301

Diversified−8

Portfolio Trend

22 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Technology	27.2%	$80,766,720	18
Financial Services	16.4%	$48,751,675	10
Industrials	14.1%	$41,945,862	15
Healthcare	11.5%	$34,234,960	8
Communication Services	10.8%	$32,034,461	5
Basic Materials	4.8%	$14,242,340	3
Consumer Cyclical	4.7%	$13,972,183	8
Consumer Defensive	4.4%	$13,040,141	4
Energy	2.9%	$8,546,549	5
Utilities	2.4%	$7,266,773	1
Unclassified	0.8%	$2,235,361	2

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
OKE	Oneok Inc /New/	+23,035	64,551	$5,834,764
AMTM	Amentum Holdings, Inc.	+15,917	203,910	$5,317,972
QXO	QXO, Inc.	+15,422	115,142	$2,236,057
MDU	Mdu Resources Group Inc	+9,667	350,713	$7,266,773
NOW	ServiceNow, Inc.	+9,645	16,420	$1,716,711
AMD	Advanced Micro Devices Inc	+5,016	15,393	$3,131,397
ESAB	ESAB Corp	+4,748	54,814	$5,298,321
MSFT	Microsoft Corp	+3,729	35,487	$13,136,222
ET	Energy Transfer LP	+3,500	68,275	$1,317,707
TMO	Thermo Fisher Scientific Inc.	+2,713	13,336	$6,555,044
UBER	Uber Technologies, Inc	+1,694	27,786	$1,998,646
FNV	FRANCO NEVADA Corp	+1,673	33,878	$8,369,559
BRK-B	Berkshire Hathaway Inc	+1,576	45,873	$21,982,341
KKR	KKR & Co. Inc.	+1,395	9,230	$853,775
KNF	Knife River Corp	+1,194	55,524	$4,533,534
JPM	Jpmorgan Chase & Co	+1,037	16,083	$4,730,975
ABNB	Airbnb, Inc.	+985	4,222	$533,154
MRK	Merck & Co., Inc.	+860	59,197	$7,120,807
META	Meta Platforms, Inc.	+782	6,987	$3,997,472
V	Visa Inc.	+657	23,821	$7,199,659
DELL	Dell Technologies Inc.	+393	44,709	$7,338,088
ZS	Zscaler, Inc.	+375	2,787	$390,988
CRWD	CrowdStrike Holdings, Inc.	+300	5,020	$489,964
BABA	Alibaba Group Holding Ltd	+274	23,613	$2,962,486
AMGN	Amgen Inc	+175	20,322	$7,150,295
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
BLDR	Builders FirstSource, Inc.	−4,375	55,284	$4,551,531
NVDA	Nvidia Corp	−3,459	44,430	$7,748,592
ECG	Everus Construction Group, Inc.	−2,941	76,815	$9,068,778
FNF	Fidelity National Financial, Inc.	−2,130	103,338	$4,792,816
ABT	Abbott Laboratories	−1,839	8,950	$918,896
GLW	Corning Inc /Ny	−1,421	87,965	$11,960,601
WMT	Walmart Inc.	−1,254	31,970	$3,973,231
HD	Home Depot, Inc.	−1,138	2,144	$705,140
AAPL	Apple Inc.	−973	63,367	$16,081,910
ASML	Asml Holding NV	−936	6,765	$8,935,414
DIS	Walt Disney Co	−680	8,214	$791,665
AMZN	Amazon Com Inc	−509	17,608	$3,667,218
EPD	Enterprise Products Partners L.P.	−480	8,953	$338,781
COST	Costco Wholesale Corp /New	−429	6,978	$6,953,088
JNJ	Johnson & Johnson	−389	35,653	$8,715,019
QCOM	Qualcomm Inc/De	−330	32,554	$4,192,304
BATRA	Atlanta Braves Holdings, Inc.	−308	90,177	$4,251,845
TSLA	Tesla, Inc.	−264	813	$302,232
KO	Coca Cola Co	−238	17,953	$1,365,325
DHR	Danaher Corp /De/	−225	5,063	$959,944
URI	United Rentals, Inc.	−215	1,943	$1,415,592
CVX	Chevron Corp	−190	3,375	$698,287
LLY	ELI LILLY & Co	−181	2,601	$2,392,321
QQQ	Invesco Qqq Trust, Series 1	−141	1,367	$789,005
REGN	Regeneron Pharmaceuticals, Inc.	−100	547	$422,634
No positions match the current search.

New Positions

Positions the filer opened this quarter

1 positions

Ticker	Company	Shares	Value	Open
LDOS	Leidos Holdings, Inc.	9,025	$1,403,568
No positions match the current search.

Sold Out

Positions the filer fully exited

10 positions

Ticker	Company	Shares	Value
GTLS	Chart Industries Inc	6,690	$1,379,678
BITB	Bitwise Bitcoin ETF	12,754	$606,580
DUK	Duke Energy CORP	4,625	$542,096
PG	PROCTER & GAMBLE Co	2,634	$377,478
GLD	Spdr Gold Trust	700	$277,417
PPG	Ppg Industries Inc	2,282	$233,813
C	Citigroup Inc	1,980	$231,046
MET	Metlife Inc	2,600	$205,244
IDXX	Idexx Laboratories Inc /De	300	$202,959
DIA	Spdr Dow Jones Industrial Average ETF Trust	420	$201,839
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

79 positions · $297,037,025 total · as of Mar 31, 2026

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

Showing 1–50 of 79 positions by value · page 1 of 2

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
BRK-B	Berkshire Hathaway Inc Financial Services	Added	45,873	+1,576	$21,982,341	−1.3%	7.40%
GOOGL	Alphabet Inc. Communication Services	Added	73,922	+110	$21,257,010	−8.0%	7.16%
AAPL	Apple Inc. Technology	Reduced	63,367	-973	$16,081,910	−8.1%	5.41%
MSFT	Microsoft Corp Technology	Added	35,487	+3,729	$13,136,222	−14.5%	4.42%
GLW	Corning Inc /Ny Technology	Reduced	87,965	-1,421	$11,960,601	+52.8%	4.03%
ECG	Everus Construction Group, Inc. Industrials	Reduced	76,815	-2,941	$9,068,778	+32.9%	3.05%
ASML	Asml Holding NV Technology	Reduced	6,765	-936	$8,935,414	+8.5%	3.01%
JNJ	Johnson & Johnson Healthcare	Reduced	35,653	-389	$8,715,019	+16.8%	2.93%
FNV	FRANCO NEVADA Corp Basic Materials	Added	33,878	+1,673	$8,369,559	+25.4%	2.82%
NVDA	Nvidia Corp Technology	Reduced	44,430	-3,459	$7,748,592	−13.2%	2.61%
DELL	Dell Technologies Inc. Technology	Added	44,709	+393	$7,338,088	+31.5%	2.47%
MDU	Mdu Resources Group Inc Utilities	Added	350,713	+9,667	$7,266,773	+9.2%	2.45%
V	Visa Inc. Financial Services	Added	23,821	+657	$7,199,659	−11.4%	2.42%
AMGN	Amgen Inc Healthcare	Added	20,322	+175	$7,150,295	+8.4%	2.41%
MRK	Merck & Co., Inc. Healthcare	Added	59,197	+860	$7,120,807	+16.0%	2.40%
COST	Costco Wholesale Corp /New Consumer Defensive	Reduced	6,978	-429	$6,953,088	+8.9%	2.34%
MKL	Markel Group Inc. Financial Services	Added	3,562	+45	$6,817,916	−9.8%	2.30%
TMO	Thermo Fisher Scientific Inc. Healthcare	Added	13,336	+2,713	$6,555,044	+6.5%	2.21%
OKE	Oneok Inc /New/ Energy	Added	64,551	+23,035	$5,834,764	+91.2%	1.96%
AMTM	Amentum Holdings, Inc. Industrials	Added	203,910	+15,917	$5,317,972	−2.5%	1.79%
ESAB	ESAB Corp Industrials	Added	54,814	+4,748	$5,298,321	−5.3%	1.78%
FNF	Fidelity National Financial, Inc. Financial Services	Reduced	103,338	-2,130	$4,792,816	−16.8%	1.61%
JPM	Jpmorgan Chase & Co Financial Services	Added	16,083	+1,037	$4,730,975	−2.4%	1.59%
DE	Deere & Co Industrials	Reduced	8,357	-2	$4,707,498	+21.0%	1.58%
BLDR	Builders FirstSource, Inc. Industrials	Reduced	55,284	-4,375	$4,551,531	−25.9%	1.53%
KNF	Knife River Corp Basic Materials	Added	55,524	+1,194	$4,533,534	+18.6%	1.53%
BATRA	Atlanta Braves Holdings, Inc. Communication Services	Reduced	90,177	-308	$4,251,845	+10.6%	1.43%
QCOM	Qualcomm Inc/De Technology	Reduced	32,554	-330	$4,192,304	−25.5%	1.41%
MCD	Mcdonalds Corp Consumer Cyclical	Added	12,928	+19	$4,017,893	+1.8%	1.35%
META	Meta Platforms, Inc. Communication Services	Added	6,987	+782	$3,997,472	−2.4%	1.35%
WMT	Walmart Inc. Consumer Defensive	Reduced	31,970	-1,254	$3,973,231	+7.3%	1.34%
CP	Canadian Pacific Kansas City Ltd/Cn Industrials	Added	48,390	+83	$3,806,357	+7.0%	1.28%
AMZN	Amazon Com Inc Consumer Cyclical	Reduced	17,608	-509	$3,667,218	−12.3%	1.23%
AMD	Advanced Micro Devices Inc Technology	Added	15,393	+5,016	$3,131,397	+40.9%	1.05%
BABA	Alibaba Group Holding Ltd Consumer Cyclical	Added	23,613	+274	$2,962,486	−13.4%	1.00%
LLY	ELI LILLY & Co Healthcare	Reduced	2,601	-181	$2,392,321	−20.0%	0.81%
QXO	QXO, Inc. Industrials	Added	115,142	+15,422	$2,236,057	+16.2%	0.75%
UBER	Uber Technologies, Inc Technology	Added	27,786	+1,694	$1,998,646	−6.3%	0.67%
NFLX	Netflix Inc Communication Services	Held	18,060	0	$1,736,469	+2.5%	0.58%
NOW	ServiceNow, Inc. Technology	Added	16,420	+9,645	$1,716,711	+65.4%	0.58%
SPY	Spdr S&P 500 ETF Trust	Reduced	2,224	-11	$1,446,356	−5.1%	0.49%
MAR	Marriott International Inc /Md/ Consumer Cyclical	Reduced	4,400	-25	$1,439,108	+4.8%	0.48%
EMR	Emerson Electric Co Industrials	Reduced	10,845	-20	$1,420,911	−1.5%	0.48%
URI	United Rentals, Inc. Industrials	Reduced	1,943	-215	$1,415,592	−18.9%	0.48%
LDOS	Leidos Holdings, Inc. Technology	NEW	9,025	NEW	$1,403,568	NEW	0.47%
NVT	nVent Electric plc Industrials	Reduced	11,575	-100	$1,369,091	+15.0%	0.46%
KO	Coca Cola Co Consumer Defensive	Reduced	17,953	-238	$1,365,325	+7.4%	0.46%
MLM	Martin Marietta Materials Inc Basic Materials	Reduced	2,275	-75	$1,339,247	−8.5%	0.45%
ET	Energy Transfer LP Energy	Added	68,275	+3,500	$1,317,707	+23.4%	0.44%
FDX	Fedex Corp Industrials	Reduced	4,354	-27	$1,249,643	+22.5%	0.42%