Hudson Value Partners, LLC

CIK

1840501

Location

PALM BEACH, FL

Portfolio Value

Small $398,111,713

Diversification

Diversified

Filing Date

Global Rank

#4,420 / 8,797 ▼ 214 · as of Jun 2026

Top Industry

Internet Content & Information 10.7%

Period ended 3 months ago

Filed Jul 10, 2026 · 3mo

23 quarters · since Dec 2020

Clone Performance

Build a hypothetical price-return history from this filer's public 13F holdings.

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Portfolio Concentration

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

Top Position

8.7%

+0.1 pts

Top 5

27.7%

+0.2 pts

Top 10

42.4%

+2.0 pts

HHI

287

Diversified+3

Portfolio Trend

23 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Technology	28.2%	$112,109,233	20
Financial Services	13.6%	$54,240,875	11
Industrials	13.2%	$52,372,024	15
Communication Services	11.5%	$45,947,220	5
Unclassified	9.7%	$38,810,658	18
Healthcare	9.3%	$36,949,012	7
Consumer Cyclical	3.8%	$15,286,020	10
Basic Materials	3.3%	$13,181,167	4
Consumer Defensive	3.1%	$12,164,801	5
Energy	2.4%	$9,668,075	6
Utilities	1.9%	$7,382,628	1

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
GBIL	Goldman Sachs Access Treasury 0-1 Year ETF	+28,035	44,186	$6,565,157
VBIL	Vanguard 0-3 Month Treasury Bill ETF	+21,426	24,783	$1,875,577
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
VB	Vanguard Morningstar Small-Cap ETF	+4,344	27,878	$10,557,353
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
ABI	VictoryShares Pioneer Asset-Based Income ETF	+1,935	5,544	$1,179,596
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
BKF	iShares MSCI BIC ETF	+902	36,703	$1,523,893
AMGN	Amgen Inc	+849	21,171	$7,666,442
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
XLBI	State Street Materials Select Sector SPDR Premium Income ETF	−25,783	42,152	$6,416,501
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
GOOGL	Alphabet Inc.	−3,287	97,403	$34,706,087
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
—		−2,051	39,028	$955,015
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
AKRE	Akre Focus ETF	−468	6,675	$355,043
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
No positions match the current search.

New Positions

Positions the filer opened this quarter

12 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
IPO	Renaissance IPO ETF	3,910	$232,332
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

102 tracked positions · $398,111,713 total · filing declares 113 positions · $398,501,590 · 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 102 positions by value · page 1 of 3

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
GOOGL	Alphabet Inc. Communication Services	Reduced	97,403	-3,287	$34,706,087	+19.9%	8.72%
BRK-B	Berkshire Hathaway Inc Financial Services	Added	46,971	+1,098	$23,503,818	+6.9%	5.90%
GLW	Corning Inc /Ny Technology	Reduced	78,634	-9,331	$20,085,482	+67.9%	5.05%
AAPL	Apple Inc. Technology	Reduced	61,779	-1,588	$17,876,371	+11.2%	4.49%
MSFT	Microsoft Corp Technology	Added	38,209	+2,722	$14,252,721	+8.5%	3.58%
DELL	Dell Technologies Inc. Technology	Reduced	30,104	-14,605	$12,988,671	+77.0%	3.26%
ASML	Asml Holding NV Technology	Reduced	6,367	-398	$12,666,763	+41.8%	3.18%
ECG	Everus Construction Group, Inc. Industrials	Reduced	74,538	-2,277	$12,369,581	+36.4%	3.11%
VB	Vanguard Morningstar Small-Cap ETF	Added	27,878	+4,344	$10,557,353	+35.9%	2.65%
JNJ	Johnson & Johnson Healthcare	Added	38,698	+3,045	$9,828,131	+12.8%	2.47%
NVDA	Nvidia Corp Technology	Added	49,009	+4,579	$9,806,210	+26.6%	2.46%
V	Visa Inc. Financial Services	Added	24,902	+1,081	$8,543,627	+18.7%	2.15%
TMO	Thermo Fisher Scientific Inc. Healthcare	Added	16,653	+3,317	$8,349,148	+27.4%	2.10%
MKL	Markel Group Inc. Financial Services	Added	3,940	+378	$7,694,859	+12.9%	1.93%
AMGN	Amgen Inc Healthcare	Added	21,171	+849	$7,666,442	+7.2%	1.93%
MDU	Mdu Resources Group Inc Utilities	Reduced	348,073	-2,640	$7,382,628	+1.6%	1.85%
MRK	Merck & Co., Inc. Healthcare	Reduced	57,439	-1,758	$7,380,911	+3.7%	1.85%
FNV	FRANCO NEVADA Corp Basic Materials	Reduced	33,589	-289	$7,001,291	−16.3%	1.76%
GBIL	Goldman Sachs Access Treasury 0-1 Year ETF	Added	44,186	+28,035	$6,565,157	+178.9%	1.65%
ESAB	ESAB Corp Industrials	Added	65,729	+10,915	$6,482,851	+22.4%	1.63%
COST	Costco Wholesale Corp /New Consumer Defensive	Reduced	6,866	-112	$6,422,937	−7.6%	1.61%
XLBI	State Street Materials Select Sector SPDR Premium Income ETF	Reduced	42,152	-25,783	$6,416,501	−18.1%	1.61%
QCOM	Qualcomm Inc/De Technology	Added	34,418	+1,864	$6,360,102	+51.7%	1.60%
AMD	Advanced Micro Devices Inc Technology	Reduced	10,591	-4,802	$6,152,417	+96.5%	1.55%
OKE	Oneok Inc /New/ Energy	Added	67,843	+3,292	$5,898,270	+1.1%	1.48%
DE	Deere & Co Industrials	Added	9,130	+773	$5,791,432	+23.0%	1.45%
JPM	Jpmorgan Chase & Co Financial Services	Added	17,496	+1,413	$5,726,965	+21.1%	1.44%
BLDR	Builders FirstSource, Inc. Industrials	Added	60,904	+5,620	$5,449,689	+19.7%	1.37%
BATRA	Atlanta Braves Holdings, Inc. Communication Services	Added	96,702	+6,525	$5,445,289	+28.1%	1.37%
AMTM	Amentum Holdings, Inc. Industrials	Added	250,185	+46,275	$5,171,323	−2.8%	1.30%
FNF	Fidelity National Financial, Inc. Financial Services	Reduced	100,489	-2,849	$4,739,061	−1.1%	1.19%
KNF	Knife River Corp Basic Materials	Added	55,618	+94	$4,652,445	+2.6%	1.17%
CP	Canadian Pacific Kansas City Ltd/Cn Industrials	Added	50,029	+1,639	$4,335,012	+13.9%	1.09%
MCD	Mcdonalds Corp Consumer Cyclical	Added	15,790	+2,862	$4,268,194	+6.2%	1.07%
AMZN	Amazon Com Inc Consumer Cyclical	Reduced	16,722	-886	$3,985,521	+8.7%	1.00%
META	Meta Platforms, Inc. Communication Services	Reduced	6,829	-158	$3,846,707	−3.8%	0.97%
CRWD	CrowdStrike Holdings, Inc. Technology	Reduced	5,000	-20	$3,815,700	+94.7%	0.96%
QXO	QXO, Inc. Industrials	Added	215,998	+100,856	$3,732,445	+66.9%	0.94%
WMT	Walmart Inc. Consumer Defensive	Reduced	31,745	-225	$3,595,438	−9.5%	0.90%
LLY	ELI LILLY & Co Healthcare	Reduced	2,587	-14	$3,102,925	+29.7%	0.78%
BABA	Alibaba Group Holding Ltd Consumer Cyclical	Added	29,344	+5,731	$2,816,437	−4.9%	0.71%
DCOR	Dimensional US Core Equity 1 ETF	Added	67,407	+637	$2,614,717	+11.8%	0.66%
URI	United Rentals, Inc. Industrials	Reduced	1,933	-10	$2,189,876	+54.7%	0.55%
VBIL	Vanguard 0-3 Month Treasury Bill ETF	Added	24,783	+21,426	$1,875,577	+638.5%	0.47%
FDX	Fedex Corp Industrials	Added	5,776	+1,422	$1,808,638	+16.6%	0.45%
NVT	nVent Electric plc Industrials	Reduced	10,070	-1,505	$1,707,972	+24.8%	0.43%
SPY	Spdr S&P 500 ETF Trust	Added	2,239	+15	$1,672,018	+15.6%	0.42%
NOW	ServiceNow, Inc. Technology	Held	16,420	0	$1,630,177	−5.0%	0.41%
MAR	Marriott International Inc /Md/ Consumer Cyclical	Reduced	4,360	-40	$1,615,772	+12.3%	0.41%
EMR	Emerson Electric Co Industrials	Reduced	10,795	-50	$1,545,304	+8.8%	0.39%

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.