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Hudson Value Partners, LLC

Q2 2025 Holdings

Filed 2025-07-18 | 110 holdings | $289.8M | 13F-HR | View on SEC ↗ · Holdings Table ↗

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IssuerClassCUSIPValue ↓Shares% Portfolio
Berkshire Hathaway Inc del CL B New(BRK/B)Stock084670702$21.0M43,2607.3%
Microsoft Corp COM(MSFT)Stock594918104$15.3M30,7365.3%
Apple Inc COM(AAPL)Stock037833100$13.8M67,3784.8%
Alphabet Inc Cap STK CL A(GOOGL)Stock02079K305$13.3M75,2304.6%
Visa Inc COM CL A(V)Stock92826C839$8.3M23,3442.9%
Costco Whsl Corp New COM(COST)Stock22160K105$8.0M8,1092.8%
Nvidia Corporation COM(NVDA)Stock67066G104$7.9M49,9692.7%
Builders Firstsource Inc COM(BLDR)Stock12008R107$7.0M60,3862.4%
Markel Group Inc COM(MKL)Stock570535104$6.9M3,4762.4%
Asml Holding N V N Y Registry SHS(ASML)ADRN07059210$6.1M7,5692.1%
MDU RES Group Inc COM(MDU)Stock552690109$5.8M349,1222.0%
Corning Inc COM(GLW)Stock219350105$5.7M109,2092.0%
Alphabet Inc Cap STK CL C(GOOG)Stock02079K107$5.7M32,3112.0%
Amgen Inc COM(AMGN)Stock031162100$5.5M19,7991.9%
Esab Corporation COM(ESAB)Stock29605J106$5.5M45,7371.9%
Dell Technologies Inc CL C(DELL)Stock24703L202$5.4M44,2001.9%
Vanguard Total Stock Market ETF(VTI)ETF922908769$5.4M17,7301.9%
Qualcomm Inc COM(QCOM)Stock747525103$5.2M32,4461.8%
Johnson & Johnson COM(JNJ)Stock478160104$5.2M33,7221.8%
Everus Constr Group COM(ECG)Stock300426103$5.1M80,3611.8%
JPMorgan Chase & Co. COM(JPM)Stock46625H100$5.1M17,5571.8%
Fidelity National Financial in COM SHS(FNF)Stock31620R303$5.1M90,4301.7%
Franco NEV Corp COM(FNV)Stock351858105$5.0M30,7321.7%
Merck & Co Inc COM(MRK)Stock58933Y105$4.9M61,6831.7%
Amentum Holdings Inc COM(AMTM)Stock023939101$4.4M185,7011.5%
Atlanta Braves Hldgs Inc COM SER A(BATRA)Stock047726104$4.3M87,9011.5%
Knife River Corp Common Stock(KNF)Stock498894104$4.3M52,9431.5%
Zebra Technologies Corporation CL A(ZBRA)Stock989207105$4.3M13,8311.5%
Amazon COM Inc COM(AMZN)Stock023135106$4.1M18,4691.4%
Mcdonalds Corp COM(MCD)Stock580135101$3.8M12,9361.3%
Thermo Fisher Scientific Inc COM(TMO)Stock883556102$3.8M9,2581.3%
Canadian Pacific Kansas City COM(CP)Stock13646K108$3.7M47,1161.3%
Deere & Co COM(DE)Stock244199105$3.5M6,8001.2%
Walmart Inc COM(WMT)Stock931142103$3.3M33,6441.1%
Technology Select Sector Spdr Fund(XLK)ETF81369Y803$3.1M12,2871.1%
Crowdstrike Hldgs Inc CL A(CRWD)Stock22788C105$2.5M4,9950.9%
Uber Technologies Inc COM(UBER)Stock90353T100$2.5M26,9830.9%
Netflix Inc COM(NFLX)Stock64110L106$2.5M1,8430.9%
Meta Platforms Inc CL A(META)Stock30303M102$2.5M3,3430.9%
Communication Services Select Sector Spdr Fund(XLC)ETF81369Y852$2.2M19,8470.7%
Home Depot Inc COM(HD)Stock437076102$2.0M5,5350.7%
ELI Lilly & Co COM(LLY)Stock532457108$1.9M2,4490.7%
Goldman Sachs Hedge Industry VIP ETF(GVIP)ETF381430545$1.8M13,2640.6%
United Rentals Inc COM(URI)Stock911363109$1.7M2,2280.6%
QXO Inc COM New(QXO)Stock82846H405$1.6M75,5600.6%
Spdr S&P 500 ETF Trust(SPY)ETF78462F103$1.6M2,5850.6%
Advanced Micro Devices Inc COM(AMD)Stock007903107$1.6M11,2150.5%
Booking Holdings Inc COM(BKNG)Stock09857L108$1.5M2660.5%
Abbott Labs COM(ABT)Stock002824100$1.5M10,7890.5%
Emerson Elec Co COM(EMR)Stock291011104$1.4M10,8650.5%
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