The Analysis of Hudson Value Partners, LLC's Holdings
Currently, Hudson Value Partners, LLC holds 106 types of securities in its portfolio with a total value $318.6M. In the most recent quarter, they have increased their positions in BABA (+14.7K shares, valued at $2.6M), VTWO (+13.4K shares, valued at $1.3M), VTI (+2.9K shares, valued at $936.9K); decreased their positions in GLW (-20.7K shares, valued at $1.7M), HD (-2.2K shares, valued at $903.6K), ZBRA (-2.5K shares, valued at $753.3K); initiated new positions in BABA (+14.7K shares, valued at $2.6M), VTWO (+13.4K shares, valued at $1.3M), KWEB (+20.6K shares, valued at $863.7K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
BRK.B BERKSHIRE HATHAWAY INC DEL CL B NEW43.0K shares-0.57%2025-09-302025-10-30
GOOGL ALPHABET INC CAP STK CL A75.0K shares-0.34%2025-09-302025-10-30 AAPL APPLE INC COM66.4K shares-1.47%2025-09-302025-10-30 MSFT MICROSOFT CORP COM31.2K shares1.45%2025-09-302025-10-30 NVDA NVIDIA CORPORATION COM51.2K shares2.50%2025-09-302025-10-30 V VISA INC COM CL A23.2K shares-0.45%2025-09-302025-10-30 GOOG ALPHABET INC CAP STK CL C32.3K shares0.00%2025-09-302025-10-30 COST COSTCO WHSL CORP NEW COM8.2K shares1.27%2025-09-302025-10-30 ASML ASML HOLDING N V N Y REGISTRY SHS7.6K shares0.91%2025-09-302025-10-30 GLW CORNING INC COM88.5K shares-18.92%2025-09-302025-10-30 BLDR BUILDERS FIRSTSOURCE INC COM59.1K shares-2.05%2025-09-302025-10-30 FNV FRANCO NEV CORP COM32.0K shares4.07%2025-09-302025-10-30 ECG EVERUS CONSTR GROUP COM79.1K shares-1.57%2025-09-302025-10-30 VTI VANGUARD TOTAL STOCK MARKET ETF20.6K shares16.10%2025-09-302025-10-30 MKL MARKEL GROUP INC COM3.5K shares0.92%2025-09-302025-10-30 JNJ JOHNSON & JOHNSON COM34.9K shares3.45%2025-09-302025-10-30 FNF FIDELITY NATIONAL FINANCIAL IN COM SHS104.3K shares15.34%2025-09-302025-10-30 DELL DELL TECHNOLOGIES INC CL C44.1K shares-0.31%2025-09-302025-10-30 MDU MDU RES GROUP INC COM339.0K shares-2.89%2025-09-302025-10-30 AMGN AMGEN INC COM20.0K shares0.85%2025-09-302025-10-30 ESAB ESAB CORPORATION COM48.8K shares6.63%2025-09-302025-10-30 QCOM QUALCOMM INC COM32.3K shares-0.35%2025-09-302025-10-30 TMO THERMO FISHER SCIENTIFIC INC COM10.6K shares14.65%2025-09-302025-10-30 MRK MERCK & CO INC COM58.8K shares-4.62%2025-09-302025-10-30 JPM JPMORGAN CHASE & CO. COM15.4K shares-12.23%2025-09-302025-10-30 AMTM AMENTUM HOLDINGS INC COM185.8K shares0.07%2025-09-302025-10-30 KNF KNIFE RIVER CORP COMMON STOCK53.9K shares1.86%2025-09-302025-10-30 AMZN AMAZON COM INC COM18.3K shares-0.88%2025-09-302025-10-30 BATRA ATLANTA BRAVES HLDGS INC COM SER A87.9K shares-0.01%2025-09-302025-10-30 MCD MCDONALDS CORP COM12.7K shares-2.09%2025-09-302025-10-30 XLK TECHNOLOGY SELECT SECTOR SPDR FUND13.1K shares6.25%2025-09-302025-10-30 DE DEERE & CO COM8.0K shares18.28%2025-09-302025-10-30 CP CANADIAN PACIFIC KANSAS CITY COM46.3K shares-1.81%2025-09-302025-10-30 WMT WALMART INC COM32.6K shares-2.97%2025-09-302025-10-30 ZBRA ZEBRA TECHNOLOGIES CORPORATION CL A11.3K shares-18.33%2025-09-302025-10-30 META META PLATFORMS INC CL A3.7K shares11.37%2025-09-302025-10-30 XLC COMMUNICATION SERVICES SELECT SECTOR SPDR FUND23.0K shares15.79%2025-09-302025-10-30 UBER UBER TECHNOLOGIES INC COM27.0K shares0.00%2025-09-302025-10-30 BABA ALIBABA GROUP HLDG LTD SPONSORED ADS14.7K sharesnew addition2025-09-302025-10-30 CRWD CROWDSTRIKE HLDGS INC CL A5.0K shares0.00%2025-09-302025-10-30 GVIP GOLDMAN SACHS HEDGE INDUSTRY VIP ETF15.4K shares16.11%2025-09-302025-10-30 NFLX NETFLIX INC COM1.8K shares-0.65%2025-09-302025-10-30 URI UNITED RENTALS INC COM2.2K shares0.00%2025-09-302025-10-30 LLY ELI LILLY & CO COM2.8K shares13.11%2025-09-302025-10-30 QXO QXO INC COM NEW100.1K shares32.47%2025-09-302025-10-30 SPY SPDR S&P 500 ETF TRUST2.5K shares-4.06%2025-09-302025-10-30 AMD ADVANCED MICRO DEVICES INC COM10.1K shares-10.39%2025-09-302025-10-30 MLM MARTIN MARIETTA MATLS INC COM2.4K shares-1.26%2025-09-302025-10-30 ABT ABBOTT LABS COM10.8K shares0.00%2025-09-302025-10-30 EMR EMERSON ELEC CO COM10.9K shares0.00%2025-09-302025-10-30 GTLS CHART INDS INC COM6.7K shares0.00%2025-09-302025-10-30 HD HOME DEPOT INC COM3.3K shares-40.29%2025-09-302025-10-30 VTWO VANGUARD RUSSELL 2000 ETF13.4K sharesnew addition2025-09-302025-10-30 NOW SERVICENOW INC COM1.4K shares0.00%2025-09-302025-10-30 KO COCA COLA CO COM18.2K shares0.00%2025-09-302025-10-30 MAR MARRIOTT INTL INC NEW CL A4.4K shares0.00%2025-09-302025-10-30 NVT NVENT ELECTRIC PLC SHS11.7K shares0.00%2025-09-302025-10-30 ET ENERGY TRANSFER L P COM UT LTD PTN64.8K shares0.00%2025-09-302025-10-30 EWZ ISHARES MSCI BRAZIL ETF35.5K shares20.24%2025-09-302025-10-30 TSLA TESLA INC COM2.4K shares222.18%2025-09-302025-10-30 GDX VANECK GOLD MINERS ETF14.1K shares8.35%2025-09-302025-10-30 FDX FEDEX CORP COM4.5K shares0.00%2025-09-302025-10-30 XLI INDUSTRIAL SELECT SECTOR SPDR FUND6.7K shares17.52%2025-09-302025-10-30 DHR DANAHER CORPORATION COM5.2K shares43.33%2025-09-302025-10-30 KKR KKR & CO INC COM7.8K shares0.00%2025-09-302025-10-30 CM CANADIAN IMPERIAL BANK OF COMM COM12.6K shares0.00%2025-09-302025-10-30 QQQ INVESCO QQQ TRUST SERIES I1.6K shares-3.04%2025-09-302025-10-30 IAI ISHARES U.S. BROKER-DEALERS & SECURITIES EXCHANGES ETF5.3K shares20.31%2025-09-302025-10-30 DIS DISNEY WALT CO COM8.0K shares0.00%2025-09-302025-10-30 ADP AUTOMATIC DATA PROCESSING INC COM3.0K shares0.00%2025-09-302025-10-30 KWEB KRANESHARES CSI CHINA INTERNET ETF20.6K sharesnew addition2025-09-302025-10-30 BITB BITWISE BITCOIN ETF TRUST13.2K shares10.87%2025-09-302025-10-30 AVGO BROADCOM INC COM2.3K shares-26.23%2025-09-302025-10-30 XOM EXXON MOBIL CORP COM6.4K shares0.47%2025-09-302025-10-30 ZS ZSCALER INC COM2.4K shares-0.50%2025-09-302025-10-30 RSP INVESCO S&P 500 EQUAL WEIGHT ETF3.6K shares-1.74%2025-09-302025-10-30 PEP PEPSICO INC COM4.8K shares0.00%2025-09-302025-10-30 BA BOEING CO COM2.8K shares0.00%2025-09-302025-10-30 DUK DUKE ENERGY CORP NEW COM NEW4.6K shares-8.23%2025-09-302025-10-30 CVX CHEVRON CORP NEW COM3.6K shares0.00%2025-09-302025-10-30 XLE ENERGY SELECT SECTOR SPDR FUND5.8K shares1.74%2025-09-302025-10-30 NCDL NUVEEN CHURCHILL DIRECT LENDIN COM SHS37.7K shares-12.19%2025-09-302025-10-30 VOO VANGUARD S&P 500 ETF796 shares0.00%2025-09-302025-10-30 ABNB AIRBNB INC COM CL A3.7K shares0.00%2025-09-302025-10-30 VXX IPATH SERIES B S&P 500 VIX SHORT-TERM FUTURES ETN13.2K sharesnew addition2025-09-302025-10-30 REGN REGENERON PHARMACEUTICALS COM759 shares0.00%2025-09-302025-10-30 DXCM DEXCOM INC COM6.0K shares-25.06%2025-09-302025-10-30 PG PROCTER AND GAMBLE CO COM2.5K shares0.00%2025-09-302025-10-30 JPIE JPMORGAN INCOME ETF7.9K shares66.97%2025-09-302025-10-30 WTM WHITE MTNS INS GROUP LTD COM206 shares0.00%2025-09-302025-10-30 IBM INTERNATIONAL BUSINESS MACHS COM1.2K shares-0.84%2025-09-302025-10-30 HACK AMPLIFY CYBERSECURITY ETF3.8K shares0.00%2025-09-302025-10-30 PH PARKER-HANNIFIN CORP COM397 shares-7.89%2025-09-302025-10-30 DTM DT MIDSTREAM INC COMMON STOCK2.7K shares39.45%2025-09-302025-10-30 PPG PPG INDS INC COM2.8K shares0.00%2025-09-302025-10-30 EPD ENTERPRISE PRODS PARTNERS L P COM9.4K shares0.00%2025-09-302025-10-30 TJX TJX COS INC NEW COM1.9K shares-1.86%2025-09-302025-10-30 ORCL ORACLE CORP COM955 shares-5.91%2025-09-302025-10-30 EMXC ISHARES MSCI EMERGING MARKETS EX CHINA ETF3.8K shares0.00%2025-09-302025-10-30 NSC NORFOLK SOUTHN CORP COM850 shares0.00%2025-09-302025-10-30 GLD SPDR GOLD SHARES700 shares0.00%2025-09-302025-10-30 CAT CATERPILLAR INC COM500 sharesnew addition2025-09-302025-10-30 AMAT APPLIED MATLS INC COM1.1K shares0.00%2025-09-302025-10-30 IDXX IDEXX LABS INC COM350 sharesnew addition2025-09-302025-10-30 MET METLIFE INC COM2.6K shares0.00%2025-09-302025-10-30 C CITIGROUP INC COM NEW2.0K sharesnew addition2025-09-302025-10-30 Call Option Holdings
Put Option Holdings
No put option holdings data available