Investor
Hudson Value Partners, LLC
CIK 0001840501 · filed 2026-04-14 · SEC filing
13F book
$335.1M
Positions
100
5 new · 13 sold
Largest name
6.6%
Berkshire Hathaway Inc Del
Est. mark
−$3.62M
Price effect on 95 names still held. Flow $3.36M.
| Name | Ticker | Shares | Value | Weight | Est. mark | Change |
|---|---|---|---|---|---|---|
| Berkshire Hathaway Inc Del | — | 45.9K | $22M | 6.6% | −$1.07M | Added−$319K |
| Alphabet Inc | — | 73.9K | $21.3M | 6.3% | −$1.93M | Added−$1.9M |
| Apple Inc. | AAPL | 63.4K | $16.1M | 4.8% | −$1.2M | Cut−$1.47M |
| Microsoft Corp | MSFT | 35.5K | $13.1M | 3.9% | −$3.69M | Added−$2.31M |
| Corning Inc | — | 88K | $12M | 3.6% | $4.15M | Cut$4.03M |
| Everus Constr Group | — | 76.8K | $9.07M | 2.7% | $2.35M | Cut$2.09M |
| Asml Holding N V | — | 6.76K | $8.94M | 2.7% | $1.68M | Cut$681K |
| Johnson & Johnson | JNJ | 35.7K | $8.72M | 2.6% | $1.34M | Cut$1.26M |
| Franco Nev Corp | — | 33.9K | $8.37M | 2.5% | $1.25M | Added$1.67M |
| Nvidia Corp | NVDA | 44.4K | $7.75M | 2.3% | −$544.9K | Cut−$1.19M |
| Alphabet Inc | — | 26.8K | $7.68M | 2.3% | −$739.3K | Cut−$2.12M |
| Dell Technologies Inc. | DELL | 44.7K | $7.34M | 2.2% | $1.62M | Added$1.69M |
| Vanguard Index Fds | — | 22.7K | $7.3M | 2.2% | −$328.9K | Added−$176.5K |
| Mdu Res Group Inc | — | 350.7K | $7.27M | 2.2% | $343.9K | Added$544.2K |
| Visa Inc. | V | 23.8K | $7.2M | 2.1% | −$1.18M | Added−$977K |
| Amgen Inc | AMGN | 20.3K | $7.15M | 2.1% | $470.8K | Added$532.3K |
| Merck & Co., Inc. | MRK | 59.2K | $7.12M | 2.1% | $837.3K | Added$940.8K |
| Costco Whsl Corp New | — | 6.98K | $6.95M | 2.1% | $916.5K | Cut$545.4K |
| Markel Group Inc. | MKL | 3.56K | $6.82M | 2.0% | −$898.7K | Added−$812.6K |
| Thermo Fisher Scientific Inc. | TMO | 13.3K | $6.55M | 2.0% | −$970.8K | Added$362.7K |
| Oneok Inc /New/ | OKE | 64.6K | $5.83M | 1.7% | $689.4K | Added$2.77M |
| Amentum Holdings, Inc. | AMTM | 203.9K | $5.32M | 1.6% | −$601.3K | Added−$186.2K |
| ESAB Corp | ESAB | 54.8K | $5.3M | 1.6% | −$824.6K | Added−$365.6K |
| Fidelity National Financial, Inc. | FNF | 103.3K | $4.79M | 1.4% | −$913.1K | Cut−$1.03M |
| Jpmorgan Chase & Co. | — | 16.1K | $4.73M | 1.4% | −$430.2K | Added−$125.2K |
| Deere & Co | DE | 8.36K | $4.71M | 1.4% | $784.4K | Cut$783.4K |
| Builders FirstSource, Inc. | BLDR | 55.3K | $4.55M | 1.4% | −$1.15M | Cut−$1.6M |
| Knife River Corp | KNF | 55.5K | $4.53M | 1.4% | $553.9K | Added$651.4K |
| Atlanta Braves Hldgs Inc | — | 90.2K | $4.25M | 1.3% | $410.3K | Cut$397.2K |
| Qualcomm Inc | — | 32.6K | $4.19M | 1.3% | −$1.46M | Cut−$1.51M |
| Mcdonalds Corp | MCD | 12.9K | $4.02M | 1.2% | $38.5K | Added$44.4K |
| Meta Platforms, Inc. | META | 6.99K | $4M | 1.2% | −$550.1K | Added−$102.7K |
| Walmart Inc. | WMT | 32K | $3.97M | 1.2% | $403.8K | Cut$263.8K |
| Canadian Pacific Kansas City | — | 48.4K | $3.8M | 1.1% | $200.8K | Added$207.3K |
| Amazon Com Inc | AMZN | 17.6K | $3.67M | 1.1% | −$421.1K | Cut−$539.2K |
| Advanced Micro Devices Inc | AMD | 15.4K | $3.13M | 0.9% | −$119.1K | Added$901.3K |
| Select Sector Spdr Tr | — | 23.4K | $3.1M | 0.9% | −$260K | Cut−$682.9K |
| Alibaba Group Hldg Ltd | — | 23.6K | $2.96M | 0.9% | −$509.8K | Added−$475.4K |
| Select Sector Spdr Tr | — | 25.8K | $2.86M | 0.9% | −$157.2K | Added$160K |
| Eli Lilly & Co | LLY | 2.6K | $2.39M | 0.7% | −$411K | Cut−$606K |
| Goldman Sachs Etf Tr | — | 16.2K | $2.35M | 0.7% | −$144K | Added−$68.3K |
| Dimensional Etf Trust | — | 66.8K | $2.34M | 0.7% | — | New |
| Qxo Inc | — | 115.1K | $2.24M | 0.7% | −$120.7K | Added$178.8K |
| Uber Technologies, Inc | UBER | 27.8K | $2M | 0.6% | −$262.7K | Added−$140.8K |
| Crowdstrike Hldgs Inc | — | 5.02K | $1.96M | 0.6% | −$390.4K | Added−$273.3K |
| Netflix Inc | NFLX | 18.1K | $1.74M | 0.5% | $42.9K | Held |
| ServiceNow, Inc. | NOW | 16.4K | $1.72M | 0.5% | −$336.3K | Added$672K |
| Fedex Corp | FDX | 4.35K | $1.55M | 0.5% | $288.4K | Cut$280.6K |
| Spdr S&P 500 Etf Tr | — | 2.22K | $1.45M | 0.4% | −$72.4K | Cut−$79.9K |
| Marriott Intl Inc New | — | 4.4K | $1.44M | 0.4% | $63.8K | Cut$56K |
| Emerson Elec Co | — | 10.8K | $1.42M | 0.4% | −$37.3K | Cut−$40K |
| United Rentals, Inc. | URI | 1.94K | $1.42M | 0.4% | −$169.5K | Cut−$344.9K |
| Leidos Holdings, Inc. | LDOS | 9.03K | $1.4M | 0.4% | — | New |
| Nvent Electric Plc | NVT | 11.6K | $1.37M | 0.4% | $179.6K | Cut$169.3K |
| Coca Cola Co | KO | 18K | $1.37M | 0.4% | $108.2K | Cut$91.5K |
| Martin Marietta Matls Inc | — | 2.27K | $1.34M | 0.4% | −$96K | Cut−$143.3K |
| Energy Transfer L P | — | 68.3K | $1.32M | 0.4% | $178.9K | Added$246.5K |
| Ishares Inc | — | 32K | $1.23M | 0.4% | $211.8K | Cut$92.8K |
| Canadian Imperial Bank Of Co | — | 12.6K | $1.19M | 0.4% | $52.1K | Held |
| Kraneshares Trust | — | 41.1K | $1.17M | 0.3% | −$178K | Added$94.1K |
| Select Sector Spdr Tr | — | 7.13K | $1.15M | 0.3% | $44.9K | Added$98.6K |
| Vanguard World Fd | — | 4.07K | $1.11M | 0.3% | — | New |
| Danaher Corporation | — | 5.06K | $959.9K | 0.3% | −$205K | Cut−$256.7K |
| Abbott Labs | ABT | 8.95K | $918.9K | 0.3% | −$206.4K | Cut−$437.7K |
| Kkr & Co Inc | — | 9.23K | $853.8K | 0.3% | −$282.2K | Added−$153.2K |
| Exxon Mobil Corp | — | 4.7K | $797.4K | 0.2% | $229.3K | Cut$20.8K |
| Disney Walt Co | — | 8.21K | $791.7K | 0.2% | −$148.4K | Cut−$226.3K |
| Invesco Qqq Tr | — | 1.37K | $789K | 0.2% | −$53.7K | Cut−$140.7K |
| Vaneck Etf Trust | — | 8.2K | $752.9K | 0.2% | $49.1K | Cut−$457.3K |
| Pepsico Inc | PEP | 4.82K | $748.5K | 0.2% | $54.5K | Held |
| Select Sector Spdr Tr | — | 11.7K | $714.9K | 0.2% | $191.9K | Held |
| Home Depot, Inc. | HD | 2.14K | $705.1K | 0.2% | −$35.5K | Cut−$428.6K |
| Chevron Corp New | CVX | 3.38K | $698.3K | 0.2% | $184K | Cut$155.1K |
| Broadcom Inc. | AVGO | 2.25K | $696.4K | 0.2% | −$90.8K | Held |
| Invesco Exchange Traded Fd T | — | 3.61K | $692.6K | 0.2% | −$2.25K | Held |
| J P Morgan Exchange Traded F | — | 14.6K | $674.2K | 0.2% | −$2.02K | Added$307K |
| Automatic Data Processing In | — | 3.05K | $619.7K | 0.2% | −$171.9K | Held |
| Boeing Co | — | 2.82K | $561.3K | 0.2% | −$53.3K | Held |
| Airbnb, Inc. | ABNB | 4.22K | $533.2K | 0.2% | −$30.6K | Added$93.8K |
| Ishares Tr | — | 5.28K | $513.4K | 0.2% | −$159 | Held |
| Nuveen Churchill Direct Lend | — | 37.7K | $479.8K | 0.1% | −$23.4K | Held |
| Vanguard Index Fds | — | 792 | $473.3K | 0.1% | −$26.5K | Cut−$29K |
| White Mtns Ins Group Ltd | — | 206 | $452.6K | 0.1% | $24.4K | Held |
| Regeneron Pharmaceuticals, Inc. | REGN | 547 | $422.6K | 0.1% | $421 | Cut−$76.8K |
| Zscaler, Inc. | ZS | 2.79K | $391K | 0.1% | −$209.8K | Added−$157.2K |
| Applied Matls Inc | — | 1.12K | $382.8K | 0.1% | $91.6K | Held |
| Profesionally Managed Portfo | — | 7.14K | $377.5K | 0.1% | — | New |
| DT Midstream, Inc. | DTM | 2.65K | $357K | 0.1% | $37.7K | Held |
| Caterpillar Inc | CAT | 500 | $354.2K | 0.1% | $65.6K | Cut$62.7K |
| Tjx Cos Inc New | — | 2.16K | $345K | 0.1% | $9.68K | Held |
| Parker-Hannifin Corp | PH | 385 | $344.7K | 0.1% | $2.47K | Cut−$50.9K |
| Enterprise Prods Partners L | — | 8.95K | $338.8K | 0.1% | $51.6K | Cut$36.2K |
| Tesla, Inc. | TSLA | 813 | $302.1K | 0.1% | −$64.9K | Cut−$184K |
| Ishares Inc | — | 3.8K | $298.9K | 0.1% | $22.6K | Held |
| Amplify Etf Tr | — | 3.8K | $285.3K | 0.1% | −$23.4K | Held |
| International Business Machs | — | 1.18K | $284.8K | 0.1% | −$66.5K | Cut−$81.4K |
| Cisco Sys Inc | — | 3.33K | $258.6K | 0.1% | $1.29K | Held |
| Vanguard Instl Index Fd | — | 3.36K | $254K | 0.1% | — | New |
| Travelers Companies, Inc. | TRV | 856 | $249.7K | 0.1% | $1.39K | Held |
| Norfolk Southn Corp | — | 850 | $243.9K | 0.1% | −$1.46K | Held |
Positions as of Q1 2026. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.