HV

Hudson Value Partners, LLC

13F
Hudson Value Partners, LLC
Last update 2025-07-18 108 Stocks (13 new)
Value $290.00 Mil Turnover 6 %
Countries:
Top Holdings: BRK.B(7.25%)MSFT(5.28%)AAPL(4.77%)GOOGL(4.58%)V(2.86%)
Summary Stock Picks Current Portfolio
Hudson Value Partners, LLC Top Holdings of 2025-06-30 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
BRK.B
Berkshire Hathaway Inc
43,260
21,014.3
+1.99%
7.250
+0.14%
0.000
-8.57%
+4.53%
1,022,296.6
Insurance
MSFT
Microsoft Corp
30,736
15,288.4
-5.11%
5.280
-0.23%
0.000
+38.94%
+21.47%
3,790,969.0
Software
AAPL
Apple Inc
67,378
13,824.0
-3.25%
4.770
-0.19%
0.000
+7.35%
-15.47%
3,154,147.7
Hardware
GOOGL
Alphabet Inc
75,230
13,257.8
+1.35%
4.580
+0.06%
0.000
+22.57%
-2.01%
2,250,461.0
Interactive Media
V
Visa Inc
23,344
8,288.3
+0.96%
2.860
+0.03%
0.000
+6.07%
+10.81%
681,869.3
Credit Services
COST
Costco Wholesale Corp
8,109
8,027.4
-12.40%
2.770
-0.41%
0.000
-4.25%
+4.03%
421,724.5
Retail - Defensive
NVDA
NVIDIA Corp
49,969
7,894.6
+8.74%
2.720
+0.22%
0.000
+69.89%
+28.41%
4,204,658.7
Semiconductors
BLDR
Builders FirstSource Inc
60,386
7,046.4
+2.30%
2.430
+0.05%
0.050
+5.31%
-13.84%
13,609.9
Construction
MKL
Markel Group Inc
3,476
6,943.1
+5.72%
2.400
+0.13%
0.030
+14.89%
+17.70%
25,772.7
Insurance
ASML
ASML Holding NV
7,569
6,065.7
+34.61%
2.090
+0.54%
0.000
+15.10%
+6.54%
288,836.9
Semiconductors

Hudson Value Partners, LLC's Historical Top Holdings Breakdowns

Hudson Value Partners, LLC's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
TMO
Thermo Fisher Scientific Inc
2025-06-30
New Buy
New Buy
+1.30%
●
390.26 ($419.37) 497.6
$414.75
-1.10%
New holding
9,258
9,258
MRK
Merck & Co Inc
2025-06-30
Reduce
Reduce
-0.73%
●
73.47 ($79.65) 89.76
$79.96
0.39%
Reduce -25.96%
61,683
-21,628
VTI
Vanguard Total Stock Market ETF
2025-06-30
Reduce
Reduce
-0.68%
●
243.75 ($281.15) 303.93
$309.09
9.94%
Reduce -27.12%
17,730
-6,596
VBR
Vanguard Small Cap Value ETF
2025-06-30
Sold Out
Sold Out
-0.68%
●
162.76 ($185.12) 195.77
$200.50
8.31%
Sold Out
0
-9,672
QXO
QXO Inc
2025-06-30
New Buy
New Buy
+0.56%
●
12.2 ($16.37) 24.12
$21.63
32.13%
New holding
75,560
75,560
ASML
ASML Holding NV
2025-06-30
Add
Add
+0.54%
●
595.37 ($716.78) 815.24
$734.58
2.48%
Add 34.61%
7,569
1,946
RIO
Rio Tinto PLC
2025-06-30
Sold Out
Sold Out
-0.47%
●
52.32 ($59.06) 62.75
$60.54
2.51%
Sold Out
0
-20,884
COST
Costco Wholesale Corp
2025-06-30
Reduce
Reduce
-0.41%
●
908.13 ($993.18) 1056.85
$950.95
-4.25%
Reduce -12.4%
8,109
-1,148
AMGN
Amgen Inc
2025-06-30
Add
Add
+0.39%
●
262.28 ($283.74) 311.55
$294.76
3.88%
Add 25.53%
19,799
4,027
HD
The Home Depot Inc
2025-06-30
Reduce
Reduce
-0.30%
●
335.24 ($361.94) 380.78
$359.40
-0.70%
Reduce -28.22%
5,535
-2,176

Hudson Value Partners, LLC Total Holding History ($B)

To

Hudson Value Partners, LLC's Asset Allocation

To

Hudson Value Partners, LLC Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

Hudson Value Partners, LLC's Hypothetical Growth since 2025-06-30

Hudson Value Partners, LLC's Yearly Returns

Year Portfolio % % Excess Gain %

Hudson Value Partners, LLC's Holdings Heat Map

Size field:

Hudson Value Partners, LLC's Holdings Bubble Chart

Hudson Value Partners, LLC News

  • 1

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