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 | Open |
|---|---|---|---|---|---|
| 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
22 quarters · across all stocks
Holdings in NCDL
Shares Held
Position Value (USD)
6 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $479,798 | 37,720 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $503,184 | 37,720 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $520,536 | 37,720 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $695,425 | 42,954 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $729,358 | 42,954 | Shares | Sole | 2025-04-22 | |
| 2024-09-30 | $376,428 | 21,609 | Shares | Sole | 2024-10-31 | |
| No 13F history on record for this holder in this stock. | ||||||