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Hudson Value Partners, LLC

Q4 2024 Holdings

Filed 2025-02-03 | 1 holdings | $4.9M | 13F-HR/A | View on SEC ↗ · Holdings Table ↗

Amended (2025-02-18) | View on SEC ↗ · Holdings Table ↗

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IssuerClassCUSIPValue ↓Shares% Portfolio
Berkshire Hathaway Inc del CL B New(BRK/B)Stock084670702$19.0M41,9687.2%
Apple Inc COM(AAPL)Stock037833100$17.5M69,7966.6%
Microsoft Corp COM(MSFT)Stock594918104$14.4M34,0545.4%
Alphabet Inc Cap STK CL A(GOOGL)Stock02079K305$13.9M73,2825.3%
Builders Firstsource Inc COM(BLDR)Stock12008R107$8.6M60,3253.3%
Vanguard Total Stock Market ETF(VTI)ETF922908769$8.4M29,0253.2%
Costco Whsl Corp New COM(COST)Stock22160K105$7.8M8,5013.0%
Visa Inc COM CL A(V)Stock92826C839$7.3M23,0232.8%
Nvidia Corporation COM(NVDA)Stock67066G104$6.8M50,6582.6%
Alphabet Inc Cap STK CL C(GOOG)Stock02079K107$6.2M32,4462.3%
Markel Group Inc COM(MKL)Stock570535104$5.8M3,3392.2%
Zebra Technologies Corporation CL A(ZBRA)Stock989207105$5.8M14,8892.2%
Esab Corporation COM(ESAB)Stock29605J106$5.7M47,6782.2%
Johnson & Johnson COM(JNJ)Stock478160104$5.6M41,4032.1%
Knife River Corp Common Stock(KNF)Stock498894104$5.5M54,0042.1%
Chevron Corp New COM(CVX)Stock166764100$5.4M36,9482.0%
Corning Inc COM(GLW)Stock219350105$5.3M111,1922.0%
Danaher Corporation COM(DHR)Stock235851102$5.2M22,6952.0%
Qualcomm Inc COM(QCOM)Stock747525103$5.1M33,4191.9%
Fidelity National Financial in FNF Group COM(FNF)Stock31620R303$5.1M91,3401.9%
Everus Constr Group(ECG)ACOM300426103$4.9M74,916100.0%
Merck & Co Inc COM(MRK)Stock58933Y105$4.6M45,9641.7%
Mcdonalds Corp COM(MCD)Stock580135101$4.3M14,9541.6%
Amgen Inc COM(AMGN)Stock031162100$4.1M15,8561.6%
Amazon COM Inc COM(AMZN)Stock023135106$4.1M18,6041.5%
MDU RES Group Inc COM(MDU)Stock552690109$3.8M212,9501.5%
Franco NEV Corp COM(FNV)Stock351858105$3.8M32,2791.4%
JPMorgan Chase & Co. COM(JPM)Stock46625H100$3.7M15,5651.4%
Home Depot Inc COM(HD)Stock437076102$3.6M9,3261.4%
Walmart Inc COM(WMT)Stock931142103$3.6M39,3601.3%
Asml Holding N V N Y Registry SHS(ASML)ADRN07059210$3.5M5,1121.3%
Technology Select Sector Spdr Fund(XLK)ETF81369Y803$3.1M13,3821.2%
Deere & Co COM(DE)Stock244199105$2.8M6,6701.1%
Cheniere Energy Inc COM New(LNG)Stock16411R208$2.7M12,3861.0%
Canadian Pacific Kansas City COM(CP)Stock13646K108$2.3M32,3740.9%
Crowdstrike Hldgs Inc CL A(CRWD)Stock22788C105$1.9M5,6200.7%
Netflix Inc COM(NFLX)Stock64110L106$1.9M2,1050.7%
Vanguard Small Cap Value ETF(VBR)ETF922908611$1.7M8,7940.7%
United Rentals Inc COM(URI)Stock911363109$1.6M2,2380.6%
Spdr S&P 500 ETF Trust(SPY)ETF78462F103$1.6M2,6670.6%
Servicenow Inc COM(NOW)Stock81762P102$1.5M1,3930.6%
Meta Platforms Inc CL A(META)Stock30303M102$1.4M2,4450.5%
Booking Holdings Inc COM(BKNG)Stock09857L108$1.4M2860.5%
Advanced Micro Devices Inc COM(AMD)Stock007903107$1.4M11,2150.5%
Emerson Elec Co COM(EMR)Stock291011104$1.3M10,8650.5%
Martin Marietta Matls Inc COM(MLM)Stock573284106$1.3M2,5250.5%
Abbott Labs COM(ABT)Stock002824100$1.3M11,5140.5%
Chart Inds Inc COM(GTLS)Stock16115Q308$1.3M6,7400.5%
Uber Technologies Inc COM(UBER)Stock90353T100$1.3M21,1750.5%
Energy Transfer L P COM UT LTD PTN(ET)Stock29273V100$1.3M64,7750.5%
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