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Hudson Value Partners, LLC

Q1 2026 Holdings

Filed 2026-04-14 | 101 holdings | $335.1M | 13F-HR | View on SEC ↗ · Holdings Table ↗

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IssuerClassCUSIPValue ↓Shares% Portfolio
Berkshire Hathaway Inc del CL B New(BRK/B)Stock084670702$22.0M45,8736.6%
Alphabet Inc Cap STK CL A(GOOGL)Stock02079K305$21.3M73,9226.3%
Apple Inc COM(AAPL)Stock037833100$16.1M63,3674.8%
Microsoft Corp COM(MSFT)Stock594918104$13.1M35,4873.9%
Corning Inc COM(GLW)Stock219350105$12.0M87,9653.6%
Everus Constr Group COM(ECG)Stock300426103$9.1M76,8152.7%
Asml Hldg NV N Y Registry SHS(ASML)ADRN07059210$8.9M6,7652.7%
Johnson & Johnson COM(JNJ)Stock478160104$8.7M35,6532.6%
Franco NEV Corp COM(FNV)Stock351858105$8.4M33,8782.5%
Nvidia Corporation COM(NVDA)Stock67066G104$7.7M44,4302.3%
Alphabet Inc Cap STK CL C(GOOG)Stock02079K107$7.7M26,7682.3%
Dell Technologies Inc CL C(DELL)Stock24703L202$7.3M44,7092.2%
Vanguard Total Stock Market ETF(VTI)ETF922908769$7.3M22,7422.2%
MDU RES Group Inc COM(MDU)Stock552690109$7.3M350,7132.2%
Visa Inc COM CL A(V)Stock92826C839$7.2M23,8212.1%
Amgen Inc COM(AMGN)Stock031162100$7.2M20,3222.1%
Merck & Co Inc COM(MRK)Stock58933Y105$7.1M59,1972.1%
Costco Wholesale Corporation COM(COST)Stock22160K105$7.0M6,9782.1%
Markel Group Inc COM(MKL)Stock570535104$6.8M3,5622.0%
Thermo Fisher Scientific Inc COM(TMO)Stock883556102$6.6M13,3362.0%
Oneok Inc New COM(OKE)Stock682680103$5.8M64,5511.7%
Amentum Holdings Inc COM(AMTM)Stock023939101$5.3M203,9101.6%
Esab Corporation COM(ESAB)Stock29605J106$5.3M54,8141.6%
Fidelity Natl Finl Inc COM SHS(FNF)Stock31620R303$4.8M103,3381.4%
JPMorgan Chase & Co COM(JPM)Stock46625H100$4.7M16,0831.4%
Deere & Co COM(DE)Stock244199105$4.7M8,3571.4%
Builders Firstsource Inc COM(BLDR)Stock12008R107$4.6M55,2841.4%
Knife River Corp Common Stock(KNF)Stock498894104$4.5M55,5241.4%
Atlanta Braves Hldgs Inc COM SER A(BATRA)Stock047726104$4.3M90,1771.3%
Qualcomm Inc COM(QCOM)Stock747525103$4.2M32,5541.3%
Mcdonalds Corp COM(MCD)Stock580135101$4.0M12,9281.2%
Meta Platforms Inc CL A(META)Stock30303M102$4.0M6,9871.2%
Walmart Inc COM(WMT)Stock931142103$4.0M31,9701.2%
Canadian Pacific Kansas City COM(CP)Stock13646K108$3.8M48,3901.1%
Amazon COM Inc COM(AMZN)Stock023135106$3.7M17,6081.1%
Advanced Micro Devices Inc COM(AMD)Stock007903107$3.1M15,3930.9%
State Street Technology Select Sector Spdr ETF(XLK)ETF81369Y803$3.1M23,3500.9%
Alibaba Group Hldg LTD Sponsored ADS(BABA)ADR01609W102$3.0M23,6130.9%
State Street Communication Services Select Sector Spdr ETF(XLC)ETF81369Y852$2.9M25,7830.9%
ELI Lilly & Co COM(LLY)Stock532457108$2.4M2,6010.7%
Goldman Sachs Hedge Industry VIP ETF(GVIP)ETF381430545$2.4M16,1510.7%
Dimensional US Small Cap Value ETF(DFSV)ETF25434V815$2.3M66,7700.7%
QXO Inc COM New(QXO)Stock82846H405$2.2M115,1420.7%
Uber Technologies Inc COM(UBER)Stock90353T100$2.0M27,7860.6%
Crowdstrike Hldgs Inc CL A(CRWD)Stock22788C105$2.0M5,0200.6%
Netflix Inc. COM(NFLX)Stock64110L106$1.7M18,0600.5%
Servicenow Inc COM(NOW)Stock81762P102$1.7M16,4200.5%
Fedex Corp COM(FDX)Stock31428X106$1.6M4,3540.5%
State Street Spdr S&P 500 ETF(SPY)ETF78462F103$1.4M2,2240.4%
Marriott Intl Inc New CL A(MAR)Stock571903202$1.4M4,4000.4%
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