Hudson Value Partners, LLC
102 holdingsFiling period: 2026-03-31Current AUM: $376.5Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | BRK-B | BERKSHIRE HATHAWAY INC DEL CL B NEW | 45.9K | $22.0M | $22.0M | 5.84% | +1.6K | 2026-03-31 |
| 2 | GOOGL | ALPHABET INC CAP STK CL A | 73.9K | $21.3M | $26.3M | 6.99% | +110 | 2026-03-31 |
| 3 | AAPL | APPLE INC COM | 63.4K | $16.1M | $19.6M | 5.20% | -973 | 2026-03-31 |
| 4 | MSFT | MICROSOFT CORP COM | 35.5K | $13.1M | $16.5M | 4.38% | +3.7K | 2026-03-31 |
| 5 | GLW | CORNING INC COM | 88.0K | $12.0M | $12.2M | 3.23% | -1,421 | 2026-03-31 |
| 6 | ECG | EVERUS CONSTR GROUP COM | 76.8K | $9.1M | $9.6M | 2.56% | -2,941 | 2026-03-31 |
| 7 | — | ASML HLDG NV N Y REGISTRY SHS | 6.8K | $8.9M | $8.9M | 2.37% | -936 | 2026-03-31 |
| 8 | JNJ | JOHNSON & JOHNSON COM | 35.7K | $8.7M | $9.1M | 2.43% | -389 | 2026-03-31 |
| 9 | FNV | FRANCO NEV CORP COM | 33.9K | $8.4M | $7.2M | 1.92% | +1.7K | 2026-03-31 |
| 10 | NVDA | NVIDIA CORPORATION COM | 44.4K | $7.7M | $8.9M | 2.37% | -3,459 | 2026-03-31 |
| 11 | GOOG | ALPHABET INC CAP STK CL C | 26.8K | $7.7M | $9.5M | 2.54% | -4,380 | 2026-03-31 |
| 12 | DELL | DELL TECHNOLOGIES INC CL C | 44.7K | $7.3M | $18.1M | 4.81% | +393 | 2026-03-31 |
| 13 | VTI | VANGUARD TOTAL STOCK MARKET ETF | 22.7K | $7.3M | $8.4M | 2.22% | +475 | 2026-03-31 |
| 14 | MDU | MDU RES GROUP INC COM | 350.7K | $7.3M | $7.0M | 1.86% | +9.7K | 2026-03-31 |
| 15 | V | VISA INC COM CL A | 23.8K | $7.2M | $8.7M | 2.32% | +657 | 2026-03-31 |
| 16 | AMGN | AMGEN INC COM | 20.3K | $7.2M | $7.8M | 2.08% | +175 | 2026-03-31 |
| 17 | MRK | MERCK & CO INC COM | 59.2K | $7.1M | $7.7M | 2.05% | +860 | 2026-03-31 |
| 18 | COST | COSTCO WHOLESALE CORPORATION COM | 7.0K | $7.0M | $6.6M | 1.76% | -429 | 2026-03-31 |
| 19 | MKL | MARKEL GROUP INC COM | 3.6K | $6.8M | $6.7M | 1.78% | +45 | 2026-03-31 |
| 20 | TMO | THERMO FISHER SCIENTIFIC INC COM | 13.3K | $6.6M | $7.7M | 2.03% | +2.7K | 2026-03-31 |
| 21 | OKE | ONEOK INC NEW COM | 64.6K | $5.8M | $5.9M | 1.56% | +23.0K | 2026-03-31 |
| 22 | AMTM | AMENTUM HOLDINGS INC COM | 203.9K | $5.3M | $4.5M | 1.20% | +15.9K | 2026-03-31 |
| 23 | ESAB | ESAB CORPORATION COM | 54.8K | $5.3M | $4.7M | 1.26% | +4.7K | 2026-03-31 |
| 24 | FNF | FIDELITY NATL FINL INC COM SHS | 103.3K | $4.8M | $5.3M | 1.42% | -2,130 | 2026-03-31 |
| 25 | JPM | JPMORGAN CHASE & CO COM | 16.1K | $4.7M | $5.7M | 1.50% | +1.0K | 2026-03-31 |
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