The Analysis of Hudson Value Partners, LLC's Holdings & P&L


Currently, Hudson Value Partners, LLC holds 100 types of securities in its portfolio with a total value $334.9M. In the most recent quarter, they have increased their positions in DFSV (+66.8K shares, valued at $2.3M), OKE (+23.0K shares, valued at $2.1M), LDOS (+9.0K shares, valued at $1.4M); decreased their positions in N/A (-4.4K shares, valued at $1.3M), ASML (-936 shares, valued at $1.2M), NVDA (-3.5K shares, valued at $603.2K); initiated new positions in DFSV (+66.8K shares, valued at $2.3M), LDOS (+9.0K shares, valued at $1.4M), VHT (+4.1K shares, valued at $1.1M).


1M P&L
+14.4M+5.04%
3M P&L
+19.5M+6.95%
HY P&L
+38.1M+14.54%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A27.5M
10.4%
2Drug Manufacturers - General18.3M
6.9%
3Consumer Electronics16.1M
6.1%

Top Industries by Stock Count

1N/A17 stocks
19.3%
2Software - Application4 stocks
4.5%
3Oil & Gas Midstream4 stocks
4.5%
Stock Holdings
BERKSHIRE HATHAWAY INC DEL CL B NEW
BERKSHIRE HATHAWAY INC DEL CL B NEW
3.56%
Shares45.9K
Event2026-03-31
Filed2026-04-14
ALPHABET INC CAP STK CL A
ALPHABET INC CAP STK CL A
0.15%
Shares73.9K
Event2026-03-31
Filed2026-04-14
AAPL
APPLE INC COM
-1.51%
Shares63.4K
Event2026-03-31
Filed2026-04-14
MSFT
MICROSOFT CORP COM
11.74%
Shares35.5K
Event2026-03-31
Filed2026-04-14
GLW
CORNING INC COM
-1.59%
Shares88.0K
Event2026-03-31
Filed2026-04-14
ECG
EVERUS CONSTR GROUP COM
-3.69%
Shares76.8K
Event2026-03-31
Filed2026-04-14
ASML
ASML HLDG NV N Y REGISTRY SHS
-12.15%
Shares6.8K
Event2026-03-31
Filed2026-04-14
JNJ
JOHNSON & JOHNSON COM
-1.08%
Shares35.7K
Event2026-03-31
Filed2026-04-14
FNV
FRANCO NEV CORP COM
5.19%
Shares33.9K
Event2026-03-31
Filed2026-04-14
NVDA
NVIDIA CORPORATION COM
-7.22%
Shares44.4K
Event2026-03-31
Filed2026-04-14
ALPHABET INC CAP STK CL C
ALPHABET INC CAP STK CL C
-14.06%
Shares26.8K
Event2026-03-31
Filed2026-04-14
DELL
DELL TECHNOLOGIES INC CL C
0.89%
Shares44.7K
Event2026-03-31
Filed2026-04-14
VTI
VANGUARD TOTAL STOCK MARKET ETF
2.13%
Shares22.7K
Event2026-03-31
Filed2026-04-14
MDU
MDU RES GROUP INC COM
2.83%
Shares350.7K
Event2026-03-31
Filed2026-04-14
V
VISA INC COM CL A
2.84%
Shares23.8K
Event2026-03-31
Filed2026-04-14
AMGN
AMGEN INC COM
0.87%
Shares20.3K
Event2026-03-31
Filed2026-04-14
MERCK & CO INC COM
MERCK & CO INC COM
1.47%
Shares59.2K
Event2026-03-31
Filed2026-04-14
COST
COSTCO WHOLESALE CORPORATION COM
-5.79%
Shares7.0K
Event2026-03-31
Filed2026-04-14
MKL
MARKEL GROUP INC COM
1.28%
Shares3.6K
Event2026-03-31
Filed2026-04-14
TMO
THERMO FISHER SCIENTIFIC INC COM
25.54%
Shares13.3K
Event2026-03-31
Filed2026-04-14
OKE
ONEOK INC NEW COM
55.48%
Shares64.6K
Event2026-03-31
Filed2026-04-14
AMTM
AMENTUM HOLDINGS INC COM
8.47%
Shares203.9K
Event2026-03-31
Filed2026-04-14
ESAB
ESAB CORPORATION COM
9.48%
Shares54.8K
Event2026-03-31
Filed2026-04-14
FNF
FIDELITY NATL FINL INC COM SHS
-2.02%
Shares103.3K
Event2026-03-31
Filed2026-04-14
JPM
JPMORGAN CHASE & CO COM
6.89%
Shares16.1K
Event2026-03-31
Filed2026-04-14
DE
DEERE & CO COM
-0.02%
Shares8.4K
Event2026-03-31
Filed2026-04-14
BLDR
BUILDERS FIRSTSOURCE INC COM
-7.33%
Shares55.3K
Event2026-03-31
Filed2026-04-14
KNF
KNIFE RIVER CORP COMMON STOCK
2.20%
Shares55.5K
Event2026-03-31
Filed2026-04-14
ATLANTA BRAVES HLDGS INC COM SER A
ATLANTA BRAVES HLDGS INC COM SER A
-0.34%
Shares90.2K
Event2026-03-31
Filed2026-04-14
QCOM
QUALCOMM INC COM
-1.00%
Shares32.6K
Event2026-03-31
Filed2026-04-14
MCD
MCDONALDS CORP COM
0.15%
Shares12.9K
Event2026-03-31
Filed2026-04-14
META
META PLATFORMS INC CL A
12.60%
Shares7.0K
Event2026-03-31
Filed2026-04-14
WMT
WALMART INC COM
-3.77%
Shares32.0K
Event2026-03-31
Filed2026-04-14
CANADIAN PACIFIC KANSAS CITY COM
CANADIAN PACIFIC KANSAS CITY COM
0.17%
Shares48.4K
Event2026-03-31
Filed2026-04-14
AMZN
AMAZON COM INC COM
-2.81%
Shares17.6K
Event2026-03-31
Filed2026-04-14
AMD
ADVANCED MICRO DEVICES INC COM
48.34%
Shares15.4K
Event2026-03-31
Filed2026-04-14
XLK
STATE STREET TECHNOLOGY SELECT SECTOR SPDR ETF
-11.17%
Shares23.4K
Event2026-03-31
Filed2026-04-14
BABA
ALIBABA GROUP HLDG LTD SPONSORED ADS
1.17%
Shares23.6K
Event2026-03-31
Filed2026-04-14
XLC
STATE STREET COMMUNICATION SERVICES SELECT SECTOR SPDR ETF
12.49%
Shares25.8K
Event2026-03-31
Filed2026-04-14
LLY
ELI LILLY & CO COM
-6.51%
Shares2.6K
Event2026-03-31
Filed2026-04-14
GVIP
GOLDMAN SACHS HEDGE INDUSTRY VIP ETF
3.32%
Shares16.2K
Event2026-03-31
Filed2026-04-14
DFSV
DIMENSIONAL US SMALL CAP VALUE ETF
New
Shares66.8K
Event2026-03-31
Filed2026-04-14
QXO
QXO INC COM NEW
15.47%
Shares115.1K
Event2026-03-31
Filed2026-04-14
UBER
UBER TECHNOLOGIES INC COM
6.49%
Shares27.8K
Event2026-03-31
Filed2026-04-14
CRWD
CROWDSTRIKE HLDGS INC CL A
6.36%
Shares5.0K
Event2026-03-31
Filed2026-04-14
NFLX
NETFLIX INC. COM
0.00%
Shares18.1K
Event2026-03-31
Filed2026-04-14
NOW
SERVICENOW INC COM
142.36%
Shares16.4K
Event2026-03-31
Filed2026-04-14
FDX
FEDEX CORP COM
-0.62%
Shares4.4K
Event2026-03-31
Filed2026-04-14
SPY
STATE STREET SPDR S&P 500 ETF
-0.49%
Shares2.2K
Event2026-03-31
Filed2026-04-14
MAR
MARRIOTT INTL INC NEW CL A
-0.56%
Shares4.4K
Event2026-03-31
Filed2026-04-14
EMR
EMERSON ELEC CO COM
-0.18%
Shares10.8K
Event2026-03-31
Filed2026-04-14
URI
UNITED RENTALS INC COM
-9.96%
Shares1.9K
Event2026-03-31
Filed2026-04-14
LDOS
LEIDOS HOLDINGS INC COM
New
Shares9.0K
Event2026-03-31
Filed2026-04-14
NVT
NVENT ELEC PLC SHS
-0.86%
Shares11.6K
Event2026-03-31
Filed2026-04-14
KO
COCA COLA CO COM
-1.31%
Shares18.0K
Event2026-03-31
Filed2026-04-14
MLM
MARTIN MARIETTA MATLS INC COM
-3.19%
Shares2.3K
Event2026-03-31
Filed2026-04-14
ET
ENERGY TRANSFER L P COM UT LTD PTN
5.40%
Shares68.3K
Event2026-03-31
Filed2026-04-14
EWZ
ISHARES MSCI BRAZIL ETF
-10.47%
Shares32.0K
Event2026-03-31
Filed2026-04-14
CM
CANADIAN IMPERIAL BANK OF COMM COM
0.00%
Shares12.6K
Event2026-03-31
Filed2026-04-14
KWEB
KRANESHARES CSI CHINA INTERNET ETF
30.36%
Shares41.1K
Event2026-03-31
Filed2026-04-14
XLI
STATE STREET INDUSTRIAL SELECT SECTOR SPDR ETF
4.88%
Shares7.1K
Event2026-03-31
Filed2026-04-14
VHT
VANGUARD HEALTH CARE ETF
New
Shares4.1K
Event2026-03-31
Filed2026-04-14
DHR
DANAHER CORP DEL COM
-4.25%
Shares5.1K
Event2026-03-31
Filed2026-04-14
ABT
ABBOTT LABORATORIES COM
-17.05%
Shares8.9K
Event2026-03-31
Filed2026-04-14
KKR & CO INC COM
KKR & CO INC COM
17.80%
Shares9.2K
Event2026-03-31
Filed2026-04-14
XOM
EXXON MOBIL CORP COM
-26.85%
Shares4.7K
Event2026-03-31
Filed2026-04-14
DIS
DISNEY WALT CO COM
-7.65%
Shares8.2K
Event2026-03-31
Filed2026-04-14
INVESCO QQQ TRUST SERIES I
INVESCO QQQ TRUST SERIES I
-9.35%
Shares1.4K
Event2026-03-31
Filed2026-04-14
GDX
VANECK GOLD MINERS ETF
-41.85%
Shares8.2K
Event2026-03-31
Filed2026-04-14
PEP
PEPSICO INC COM
0.00%
Shares4.8K
Event2026-03-31
Filed2026-04-14
XLE
STATE STREET ENERGY SELECT SECTOR SPDR ETF
0.00%
Shares11.7K
Event2026-03-31
Filed2026-04-14
HD
HOME DEPOT INC COM
-34.67%
Shares2.1K
Event2026-03-31
Filed2026-04-14
CVX
CHEVRON CORPORATION COM
-5.33%
Shares3.4K
Event2026-03-31
Filed2026-04-14
BROADCOM INC COM
BROADCOM INC COM
0.00%
Shares2.3K
Event2026-03-31
Filed2026-04-14
INVESCO S&P 500 EQUAL WEIGHT ETF
INVESCO S&P 500 EQUAL WEIGHT ETF
0.00%
Shares3.6K
Event2026-03-31
Filed2026-04-14
JPIE
JPMORGAN INCOME ETF
84.60%
Shares14.6K
Event2026-03-31
Filed2026-04-14
ADP
AUTOMATIC DATA PROCESSING INC COM
0.00%
Shares3.0K
Event2026-03-31
Filed2026-04-14
BA
BOEING CO COM
0.00%
Shares2.8K
Event2026-03-31
Filed2026-04-14
ABNB
AIRBNB INC COM CL A
30.43%
Shares4.2K
Event2026-03-31
Filed2026-04-14
IWR
ISHARES RUSSELL MIDCAP ETF
0.00%
Shares5.3K
Event2026-03-31
Filed2026-04-14
NCDL
NUVEEN CHURCHILL DIRECT LENDIN COM SHS
0.00%
Shares37.7K
Event2026-03-31
Filed2026-04-14
VANGUARD S&P 500 ETF
VANGUARD S&P 500 ETF
-0.50%
Shares792
Event2026-03-31
Filed2026-04-14
WTM
WHITE MTNS INS GROUP LTD COM
0.00%
Shares206
Event2026-03-31
Filed2026-04-14
REGN
REGENERON PHARMACEUTICALS COM
-15.46%
Shares547
Event2026-03-31
Filed2026-04-14
ZS
ZSCALER INC COM
15.55%
Shares2.8K
Event2026-03-31
Filed2026-04-14
AMAT
APPLIED MATLS INC COM
0.00%
Shares1.1K
Event2026-03-31
Filed2026-04-14
AKRE FOCUS ETF
AKRE FOCUS ETF
New
Shares7.1K
Event2026-03-31
Filed2026-04-14
DTM
DT MIDSTREAM INC COMMON STOCK
0.00%
Shares2.7K
Event2026-03-31
Filed2026-04-14
CAT
CATERPILLAR INC COM
-0.99%
Shares500
Event2026-03-31
Filed2026-04-14
TJX
TJX COS INC NEW COM
0.00%
Shares2.2K
Event2026-03-31
Filed2026-04-14
PH
PARKER-HANNIFIN CORP COM
-13.48%
Shares385
Event2026-03-31
Filed2026-04-14
EPD
ENTERPRISE PRODS PARTNERS L P COM
-5.09%
Shares9.0K
Event2026-03-31
Filed2026-04-14
TSLA
TESLA INC COM
-24.51%
Shares813
Event2026-03-31
Filed2026-04-14
EMXC
ISHARES MSCI EMERGING MARKETS EX CHINA ETF
0.00%
Shares3.8K
Event2026-03-31
Filed2026-04-14
HACK
AMPLIFY CYBERSECURITY ETF
0.00%
Shares3.8K
Event2026-03-31
Filed2026-04-14
IBM
INTERNATIONAL BUSINESS MACHS COM
-4.08%
Shares1.2K
Event2026-03-31
Filed2026-04-14
CSCO
CISCO SYS INC COM
0.00%
Shares3.3K
Event2026-03-31
Filed2026-04-14
VBIL
VANGUARD 0-3 MONTH TREASURY BILL ETF
New
Shares3.4K
Event2026-03-31
Filed2026-04-14
TRV
TRAVELERS COMPANIES INC COM
0.00%
Shares856
Event2026-03-31
Filed2026-04-14
NSC
NORFOLK SOUTHN CORP COM
0.00%
Shares850
Event2026-03-31
Filed2026-04-14

Call Option Holdings
NVIDIA CORP Call
NVIDIA CORP
New
Shares1.0K
Event2026-03-31
Filed2026-04-14

Put Option Holdings
No put option holdings data available