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Hudson Value Partners, LLC

Q2 2026 Holdings

Filed 2026-07-10 | 113 holdings | $398.5M | 13F-HR | View on SEC ↗ · Holdings Table ↗

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IssuerClassCUSIPValue ↓Shares% Portfolio
Alphabet Inc Cap STK CL A(GOOGL)Stock02079K305$25.7M71,9526.5%
Berkshire Hathaway Inc del CL B New(BRK/B)Stock084670702$23.5M46,9715.9%
Corning Inc COM(GLW)Stock219350105$20.1M78,6345.0%
Apple Inc COM(AAPL)Stock037833100$17.9M61,7794.5%
Microsoft Corp COM(MSFT)Stock594918104$14.3M38,2093.6%
Dell Technologies Inc CL C(DELL)Stock24703L202$13.0M30,1043.3%
Asml Hldg NV N Y Registry SHS(ASML)ADRN07059210$12.7M6,3673.2%
Everus Constr Group COM(ECG)Stock300426103$12.4M74,5383.1%
Vanguard Total Stock Market ETF(VTI)ETF922908769$10.0M27,1162.5%
Johnson & Johnson COM(JNJ)Stock478160104$9.8M38,6982.5%
Nvidia Corporation COM(NVDA)Stock67066G104$9.8M49,0092.5%
Alphabet Inc Cap STK CL C(GOOG)Stock02079K107$9.0M25,4512.3%
Visa Inc COM CL A(V)Stock92826C839$8.5M24,9022.1%
Thermo Fisher Scientific Inc COM(TMO)Stock883556102$8.3M16,6532.1%
Markel Group Inc COM(MKL)Stock570535104$7.7M3,9401.9%
Amgen Inc COM(AMGN)Stock031162100$7.7M21,1711.9%
MDU RES Group Inc COM(MDU)Stock552690109$7.4M348,0731.9%
Merck & Co Inc COM(MRK)Stock58933Y105$7.4M57,4391.9%
Franco NEV Corp COM(FNV)Stock351858105$7.0M33,5891.8%
Esab Corporation COM(ESAB)Stock29605J106$6.5M65,7291.6%
Costco Wholesale Corporation COM(COST)Stock22160K105$6.4M6,8661.6%
Qualcomm Inc COM(QCOM)Stock747525103$6.4M34,4181.6%
Advanced Micro Devices Inc COM(AMD)Stock007903107$6.2M10,5911.5%
Oneok Inc New COM(OKE)Stock682680103$5.9M67,8431.5%
Deere & Co COM(DE)Stock244199105$5.8M9,1301.5%
JPMorgan Chase & Co COM(JPM)Stock46625H100$5.7M17,4961.4%
Builders Firstsource Inc COM(BLDR)Stock12008R107$5.4M60,9041.4%
Atlanta Braves Hldgs Inc COM SER A(BATRA)Stock047726104$5.4M96,7021.4%
Amentum Holdings Inc COM(AMTM)Stock023939101$5.2M250,1851.3%
Fidelity Natl Finl Inc COM SHS(FNF)Stock31620R303$4.7M100,4891.2%
Knife River Corp Common Stock(KNF)Stock498894104$4.7M55,6181.2%
Goldman Sachs Hedge Industry VIP ETF(GVIP)ETF381430545$4.6M24,1631.1%
State Street Technology Select Sector Spdr ETF(XLK)ETF81369Y803$4.5M23,4601.1%
Canadian Pacific Kansas City COM(CP)Stock13646K108$4.3M50,0291.1%
Mcdonalds Corp COM(MCD)Stock580135101$4.3M15,7901.1%
Amazon COM Inc COM(AMZN)Stock023135106$4.0M16,7221.0%
Meta Platforms Inc CL A(META)Stock30303M102$3.8M6,8291.0%
Crowdstrike Hldgs Inc CL A(CRWD)Stock22788C105$3.8M5,0001.0%
QXO Inc COM New(QXO)Stock82846H405$3.7M215,9980.9%
Walmart Inc COM(WMT)Stock931142103$3.6M31,7450.9%
ELI Lilly & Co COM(LLY)Stock532457108$3.1M2,5870.8%
Alibaba Group Hldg LTD Sponsored ADS(BABA)ADR01609W102$2.8M29,3440.7%
Dimensional US Small Cap Value ETF(DFSV)ETF25434V815$2.6M67,4070.7%
United Rentals Inc COM(URI)Stock911363109$2.2M1,9330.5%
Access Treasury 0-1 Year ETF(GBIL)ETF381430529$2.0M20,0230.5%
Vanguard 0-3 Month Treasury Bill ETF(VBIL)ETF922040845$1.9M24,7830.5%
Fedex Corp COM(FDX)Stock31428X106$1.8M5,7760.5%
Nvent Elec PLC SHS(NVT)StockG6700G107$1.7M10,0700.4%
State Street Spdr S&P 500 ETF(SPY)ETF78462F103$1.7M2,2390.4%
Servicenow Inc COM(NOW)Stock81762P102$1.6M16,4200.4%
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