Hudson Value Partners, LLC
Top Portfolio Positions
78 positions ·
$277,170,571 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio |
|---|---|---|---|---|
| GOOGL |
Alphabet Inc.
Communication Services
|
73,922 | $21,257,010 | 7.67% |
| AAPL |
Apple Inc.
Technology
|
63,367 | $16,081,910 | 5.80% |
| MSFT |
Microsoft Corp
Technology
|
35,487 | $13,136,222 | 4.74% |
| GLW |
Corning Inc /Ny
Technology
|
87,965 | $11,960,601 | 4.32% |
| ECG |
Everus Construction Group, Inc.
Industrials
|
76,815 | $9,068,778 | 3.27% |
| ASML |
Asml Holding Nv
Technology
|
6,765 | $8,935,414 | 3.22% |
| JNJ |
Johnson & Johnson
Healthcare
|
35,653 | $8,715,019 | 3.14% |
| FNV |
FRANCO NEVADA Corp
Basic Materials
|
33,878 | $8,369,559 | 3.02% |
| NVDA |
Nvidia Corp
Technology
|
44,430 | $7,748,592 | 2.80% |
| DELL |
Dell Technologies Inc.
Technology
|
44,709 | $7,338,088 | 2.65% |
Portfolio Trend
Holdings in KNF
Shares Held
Position Value (USD)
11 of 11 shown
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $4,533,534 | 55,524 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $3,822,115 | 54,330 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $4,145,368 | 53,927 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $4,322,266 | 52,943 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $4,753,074 | 52,689 | Shares | Sole | 2025-04-22 | |
| 2024-09-30 | $4,644,883 | 51,962 | Shares | Sole | 2024-10-31 | |
| 2024-06-30 | $3,569,705 | 50,894 | Shares | Sole | 2024-07-29 | |
| 2024-03-31 | $3,917,947 | 48,322 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $3,174,125 | 47,962 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $1,882,103 | 38,544 | Shares | Sole | 2023-11-02 | |
| 2023-06-30 | $834,330 | 19,180 | Shares | Sole | 2023-08-02 | |
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