Hudson Value Partners, LLC
114 holdingsFiling period: 2026-06-30Current AUM: $397.1Mestimated 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 | $24.8M | 6.25% | -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 | $11.3M | 2.84% | -9,331 | 2026-06-30 |
| 4 | AAPL | APPLE INC COM | 61.8K | $17.9M | $20.5M | 5.16% | -1,588 | 2026-06-30 |
| 5 | MSFT | MICROSOFT CORP COM | 38.2K | $14.3M | $19.0M | 4.78% | +2.7K | 2026-06-30 |
| 6 | DELL | DELL TECHNOLOGIES INC CL C | 30.1K | $13.0M | $16.4M | 4.12% | -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 | $8.1M | 2.05% | -2,277 | 2026-06-30 |
| 9 | VTI | VANGUARD TOTAL STOCK MARKET ETF | 27.1K | $10.0M | $10.1M | 2.55% | +4.4K | 2026-06-30 |
| 10 | JNJ | JOHNSON & JOHNSON COM | 38.7K | $9.8M | $10.3M | 2.60% | +3.0K | 2026-06-30 |
| 11 | NVDA | NVIDIA CORPORATION COM | 49.0K | $9.8M | $10.4M | 2.62% | +4.6K | 2026-06-30 |
| 12 | GOOG | ALPHABET INC CAP STK CL C | 25.5K | $9.0M | $8.7M | 2.19% | -1,317 | 2026-06-30 |
| 13 | V | VISA INC COM CL A | 24.9K | $8.5M | $9.4M | 2.36% | +1.1K | 2026-06-30 |
| 14 | TMO | THERMO FISHER SCIENTIFIC INC COM | 16.7K | $8.3M | $10.7M | 2.69% | +3.3K | 2026-06-30 |
| 15 | MKL | MARKEL GROUP INC COM | 3.9K | $7.7M | $7.1M | 1.78% | +378 | 2026-06-30 |
| 16 | AMGN | AMGEN INC COM | 21.2K | $7.7M | $8.0M | 2.00% | +849 | 2026-06-30 |
| 17 | MDU | MDU RES GROUP INC COM | 348.1K | $7.4M | $6.5M | 1.63% | -2,640 | 2026-06-30 |
| 18 | MRK | MERCK & CO INC COM | 57.4K | $7.4M | $8.3M | 2.08% | -1,758 | 2026-06-30 |
| 19 | FNV | FRANCO NEV CORP COM | 33.6K | $7.0M | $8.8M | 2.23% | -289 | 2026-06-30 |
| 20 | ESAB | ESAB CORPORATION COM | 65.7K | $6.5M | $4.4M | 1.11% | +10.9K | 2026-06-30 |
| 21 | COST | COSTCO WHOLESALE CORPORATION COM | 6.9K | $6.4M | $6.2M | 1.56% | -112 | 2026-06-30 |
| 22 | QCOM | QUALCOMM INC COM | 34.4K | $6.4M | $6.5M | 1.63% | +1.9K | 2026-06-30 |
| 23 | AMD | ADVANCED MICRO DEVICES INC COM | 10.6K | $6.2M | $5.3M | 1.34% | -4,802 | 2026-06-30 |
| 24 | OKE | ONEOK INC NEW COM | 67.8K | $5.9M | $6.4M | 1.62% | +3.3K | 2026-06-30 |
| 25 | DE | DEERE & CO COM | 9.1K | $5.8M | $6.2M | 1.57% | +773 | 2026-06-30 |
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