Hudson Value Partners, LLC
Top Portfolio Positions
80 positions ·
$299,605,485 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
45,873 | $21,982,341 | 7.34% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
73,922 | $21,257,010 | 7.10% | |
| AAPL |
Apple Inc.
Technology
|
63,367 | $16,081,910 | 5.37% | |
| MSFT |
Microsoft Corp
Technology
|
35,487 | $13,136,222 | 4.38% | |
| GLW |
Corning Inc /Ny
Technology
|
87,965 | $11,960,601 | 3.99% | |
| ECG |
Everus Construction Group, Inc.
Industrials
|
76,815 | $9,068,778 | 3.03% | |
| ASML |
Asml Holding NV
Technology
|
6,765 | $8,935,414 | 2.98% | |
| JNJ |
Johnson & Johnson
Healthcare
|
35,653 | $8,715,019 | 2.91% | |
| FNV |
FRANCO NEVADA Corp
Basic Materials
|
33,878 | $8,369,559 | 2.79% | |
| NVDA |
Nvidia Corp
Technology
|
44,430 | $7,748,592 | 2.59% |
Portfolio Trend
22 quarters · across all stocks
Holdings in MDU
Shares Held
Position Value (USD)
11 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $7,266,773 | 350,713 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $6,657,217 | 341,046 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $6,037,964 | 339,021 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $5,819,863 | 349,122 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $5,807,384 | 343,429 | Shares | Sole | 2025-04-22 | |
| 2024-09-30 | $3,231,723 | 212,815 | Shares | Sole | 2024-10-31 | |
| 2024-06-30 | $2,857,961 | 205,523 | Shares | Sole | 2024-07-29 | |
| 2024-03-31 | $2,943,132 | 210,808 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $2,303,880 | 210,026 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $1,781,653 | 164,244 | Shares | Sole | 2023-11-02 | |
| 2023-06-30 | $1,165,400 | 100,456 | Shares | Sole | 2023-08-02 | |
| No 13F history on record for this holder in this stock. | ||||||