Hudson Value Partners, LLC
114 holdingsFiling period: 2026-06-30Current AUM: $397.0Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | GOOGL | Alphabet Inc Cap Stk CL A | 72.0K | $25.7M | $24.5M | 6.17% | -1,970 | 2026-06-30 |
| 2 | BRK-B | Berkshire Hathaway Inc Del CL B New | 47.0K | $23.5M | $23.5M | 5.92% | +1.1K | 2026-06-30 |
| 3 | GLW | Corning Inc.com | 78.6K | $20.1M | $10.4M | 2.62% | -9,331 | 2026-06-30 |
| 4 | AAPL | Apple Inc.com | 61.8K | $17.9M | $21.0M | 5.28% | -1,588 | 2026-06-30 |
| 5 | MSFT | Microsoft Corp.com | 38.2K | $14.3M | $20.3M | 5.12% | +2.7K | 2026-06-30 |
| 6 | DELL | Dell Technologies Inc CL C | 30.1K | $13.0M | $13.9M | 3.50% | -14,605 | 2026-06-30 |
| 7 | — | Asml Hldg NV N Y Registry Shs | 6.4K | $12.7M | $12.7M | 3.19% | -398 | 2026-06-30 |
| 8 | ECG | Everus Constr Group.com | 74.5K | $12.4M | $7.9M | 1.99% | -2,277 | 2026-06-30 |
| 9 | VTI | Vanguard Total Stock Market ETF | 27.1K | $10.0M | $10.2M | 2.58% | +4.4K | 2026-06-30 |
| 10 | JNJ | Johnson & Johnson.com | 38.7K | $9.8M | $10.0M | 2.53% | +3.0K | 2026-06-30 |
| 11 | NVDA | NVIDIA Corporation.com | 49.0K | $9.8M | $10.6M | 2.67% | +4.6K | 2026-06-30 |
| 12 | GOOG | Alphabet Inc Cap Stk CL C | 25.5K | $9.0M | $8.6M | 2.16% | -1,317 | 2026-06-30 |
| 13 | V | Visa Inc.com CL A | 24.9K | $8.5M | $10.1M | 2.55% | +1.1K | 2026-06-30 |
| 14 | TMO | Thermo Fisher Scientific Inc.com | 16.7K | $8.3M | $11.4M | 2.88% | +3.3K | 2026-06-30 |
| 15 | MKL | Markel Group Inc.com | 3.9K | $7.7M | $7.4M | 1.87% | +378 | 2026-06-30 |
| 16 | AMGN | Amgen Inc.com | 21.2K | $7.7M | $9.3M | 2.34% | +849 | 2026-06-30 |
| 17 | MDU | Mdu Res Group Inc.com | 348.1K | $7.4M | $6.6M | 1.67% | -2,640 | 2026-06-30 |
| 18 | MRK | Merck & Co Inc.com | 57.4K | $7.4M | $8.5M | 2.15% | -1,758 | 2026-06-30 |
| 19 | FNV | Franco Nev Corp.com | 33.6K | $7.0M | $8.1M | 2.04% | -289 | 2026-06-30 |
| 20 | ESAB | Esab Corporation.com | 65.7K | $6.5M | $4.3M | 1.08% | +10.9K | 2026-06-30 |
| 21 | COST | Costco Wholesale Corporation.com | 6.9K | $6.4M | $6.8M | 1.72% | -112 | 2026-06-30 |
| 22 | QCOM | Qualcomm Inc.com | 34.4K | $6.4M | $6.0M | 1.52% | +1.9K | 2026-06-30 |
| 23 | AMD | Advanced Micro Devices Inc.com | 10.6K | $6.2M | $5.7M | 1.43% | -4,802 | 2026-06-30 |
| 24 | OKE | Oneok Inc New.com | 67.8K | $5.9M | $6.3M | 1.59% | +3.3K | 2026-06-30 |
| 25 | DE | Deere & Co.com | 9.1K | $5.8M | $5.8M | 1.45% | +773 | 2026-06-30 |
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