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Hudson Value Partners, LLC

Q3 2025 Holdings

Filed 2025-10-30 | 113 holdings | $322.8M | 13F-HR | View on SEC ↗ · Holdings Table ↗

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IssuerClassCUSIPValue ↓Shares% Portfolio
Berkshire Hathaway Inc del CL B New(BRK/B)Stock084670702$21.6M43,0156.7%
Alphabet Inc Cap STK CL A(GOOGL)Stock02079K305$18.2M74,9745.6%
Apple Inc COM(AAPL)Stock037833100$16.9M66,3895.2%
Microsoft Corp COM(MSFT)Stock594918104$16.2M31,1815.0%
Nvidia Corporation COM(NVDA)Stock67066G104$9.6M51,2193.0%
Visa Inc COM CL A(V)Stock92826C839$7.9M23,2382.5%
Alphabet Inc Cap STK CL C(GOOG)Stock02079K107$7.9M32,3112.4%
Costco Whsl Corp New COM(COST)Stock22160K105$7.6M8,2122.4%
Asml Holding N V N Y Registry SHS(ASML)ADRN07059210$7.4M7,6382.3%
Corning Inc COM(GLW)Stock219350105$7.3M88,5482.3%
Builders Firstsource Inc COM(BLDR)Stock12008R107$7.2M59,1482.2%
Franco NEV Corp COM(FNV)Stock351858105$7.1M31,9842.2%
Everus Constr Group COM(ECG)Stock300426103$6.8M79,1012.1%
Vanguard Total Stock Market ETF(VTI)ETF922908769$6.8M20,5852.1%
Markel Group Inc COM(MKL)Stock570535104$6.7M3,5082.1%
Johnson & Johnson COM(JNJ)Stock478160104$6.5M34,8872.0%
Fidelity National Financial in COM SHS(FNF)Stock31620R303$6.3M104,3062.0%
Dell Technologies Inc CL C(DELL)Stock24703L202$6.2M44,0651.9%
MDU RES Group Inc COM(MDU)Stock552690109$6.0M339,0211.9%
Amgen Inc COM(AMGN)Stock031162100$5.6M19,9681.7%
Esab Corporation COM(ESAB)Stock29605J106$5.4M48,7701.7%
Qualcomm Inc COM(QCOM)Stock747525103$5.4M32,3331.7%
Thermo Fisher Scientific Inc COM(TMO)Stock883556102$5.1M10,6141.6%
Merck & Co Inc COM(MRK)Stock58933Y105$4.9M58,8311.5%
JPMorgan Chase & Co. COM(JPM)Stock46625H100$4.9M15,4091.5%
Amentum Holdings Inc COM(AMTM)Stock023939101$4.5M185,8251.4%
Knife River Corp Common Stock(KNF)Stock498894104$4.1M53,9271.3%
Amazon COM Inc COM(AMZN)Stock023135106$4.0M18,3061.2%
Atlanta Braves Hldgs Inc COM SER A(BATRA)Stock047726104$4.0M87,8881.2%
Mcdonalds Corp COM(MCD)Stock580135101$3.8M12,6661.2%
Technology Select Sector Spdr Fund(XLK)ETF81369Y803$3.7M13,0551.1%
Deere & Co COM(DE)Stock244199105$3.7M8,0431.1%
Vanguard Total Stock Market ETFCallCALL922908909$3.7M2,2001.1%
Canadian Pacific Kansas City COM(CP)Stock13646K108$3.4M46,2641.1%
Walmart Inc COM(WMT)Stock931142103$3.4M32,6441.0%
Zebra Technologies Corporation CL A(ZBRA)Stock989207105$3.4M11,2961.0%
Meta Platforms Inc CL A(META)Stock30303M102$2.7M3,7230.8%
Communication Services Select Sector Spdr Fund(XLC)ETF81369Y852$2.7M22,9810.8%
Uber Technologies Inc COM(UBER)Stock90353T100$2.6M26,9830.8%
Alibaba Group Hldg LTD Sponsored ADS(BABA)ADR01609W102$2.6M14,7090.8%
Crowdstrike Hldgs Inc CL A(CRWD)Stock22788C105$2.4M4,9950.8%
Goldman Sachs Hedge Industry VIP ETF(GVIP)ETF381430545$2.4M15,4010.7%
Netflix Inc COM(NFLX)Stock64110L106$2.2M1,8310.7%
United Rentals Inc COM(URI)Stock911363109$2.1M2,2280.7%
ELI Lilly & Co COM(LLY)Stock532457108$2.1M2,7700.7%
QXO Inc COM New(QXO)Stock82846H405$1.9M100,0920.6%
Spdr S&P 500 ETF Trust(SPY)ETF78462F103$1.7M2,4800.5%
Advanced Micro Devices Inc COM(AMD)Stock007903107$1.6M10,0500.5%
Martin Marietta Matls Inc COM(MLM)Stock573284106$1.5M2,3500.5%
Abbott Labs COM(ABT)Stock002824100$1.4M10,7890.4%
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