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Hudson Value Partners, LLC

Q3 2024 Holdings

Filed 2024-10-31 | 97 holdings | $257.4M | 13F-HR | View on SEC ↗ · Holdings Table ↗

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IssuerClassCUSIPValue ↓Shares% Portfolio
Berkshire Hathaway Inc del CL B New(BRK/B)Stock084670702$18.4M39,9417.1%
Apple Inc COM(AAPL)Stock037833100$16.4M70,4766.4%
Microsoft Corp COM(MSFT)Stock594918104$13.0M30,1615.0%
Builders Firstsource Inc COM(BLDR)Stock12008R107$11.5M59,2924.5%
Alphabet Inc Cap STK CL A(GOOGL)Stock02079K305$9.9M59,7183.8%
Costco Whsl Corp New COM(COST)Stock22160K105$7.1M8,0462.8%
Johnson & Johnson COM(JNJ)Stock478160104$6.5M40,3812.5%
Danaher Corporation COM(DHR)Stock235851102$6.5M23,4772.5%
Visa Inc COM CL A(V)Stock92826C839$6.0M21,6652.3%
MDU RES Group Inc COM(MDU)Stock552690109$5.8M212,8152.3%
Alphabet Inc Cap STK CL C(GOOG)Stock02079K107$5.7M34,1232.2%
Fidelity National Financial in FNF Group COM(FNF)Stock31620R303$5.7M91,4592.2%
Zebra Technologies Corporation CL A(ZBRA)Stock989207105$5.5M14,9852.2%
Chevron Corp New COM(CVX)Stock166764100$5.5M37,5432.1%
Merck & Co Inc COM(MRK)Stock58933Y105$5.5M48,6242.1%
Qualcomm Inc COM(QCOM)Stock747525103$5.5M32,4022.1%
Esab Corporation COM(ESAB)Stock29605J106$5.1M48,4012.0%
Corning Inc COM(GLW)Stock219350105$5.1M112,5522.0%
Markel Group Inc COM(MKL)Stock570535104$5.0M3,1861.9%
Vanguard Total Stock Market ETF(VTI)ETF922908769$4.9M17,1821.9%
Canadian Pacific Kansas City COM(CP)Stock13646K108$4.8M55,7961.9%
Amgen Inc COM(AMGN)Stock031162100$4.8M14,7851.9%
Nvidia Corporation COM(NVDA)Stock67066G104$4.7M38,7581.8%
Knife River Corp Common Stock(KNF)Stock498894104$4.6M51,9621.8%
Mcdonalds Corp COM(MCD)Stock580135101$4.2M13,8521.6%
Home Depot Inc COM(HD)Stock437076102$3.9M9,6371.5%
Franco NEV Corp COM(FNV)Stock351858105$3.8M30,4891.5%
Walmart Inc COM(WMT)Stock931142103$3.3M40,4801.3%
JPMorgan Chase & Co. COM(JPM)Stock46625H100$3.2M14,9881.2%
Amazon COM Inc COM(AMZN)Stock023135106$3.0M16,3391.2%
Technology Select Sector Spdr Fund(XLK)ETF81369Y803$2.9M12,6581.1%
Deere & Co COM(DE)Stock244199105$2.7M6,5201.1%
MKS Instrs Inc COM(MKSI)Stock55306N104$2.5M23,2711.0%
Cheniere Energy Inc COM New(LNG)Stock16411R208$2.1M11,7580.8%
United Rentals Inc COM(URI)Stock911363109$1.9M2,3630.7%
Advanced Micro Devices Inc COM(AMD)Stock007903107$1.9M11,5150.7%
Vanguard Small Cap Value ETF(VBR)ETF922908611$1.7M8,2250.6%
Crowdstrike Hldgs Inc CL A(CRWD)Stock22788C105$1.6M5,6950.6%
Netflix Inc COM(NFLX)Stock64110L106$1.6M2,2410.6%
Uber Technologies Inc COM(UBER)Stock90353T100$1.6M20,9500.6%
Disney Walt Co COM(DIS)Stock254687106$1.5M16,0530.6%
Spdr S&P 500 ETF Trust(SPY)ETF78462F103$1.5M2,6300.6%
Vanguard Health Care ETF(VHT)ETF92204A504$1.5M5,1560.6%
Coca Cola Co COM(KO)Stock191216100$1.4M20,0810.6%
Martin Marietta Matls Inc COM(MLM)Stock573284106$1.4M2,6250.5%
Goldman Sachs Hedge Industry VIP ETF(GVIP)ETF381430545$1.4M11,7740.5%
Abbott Labs COM(ABT)Stock002824100$1.4M12,3130.5%
Booking Holdings Inc COM(BKNG)Stock09857L108$1.4M3330.5%
Vaneck Morningstar Wide Moat ETF(MOAT)ETF92189F643$1.3M13,6090.5%
Fedex Corp COM(FDX)Stock31428X106$1.2M4,4810.5%
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