Sponsored
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%
Sponsored
Stock Holdings
TickerCompany NameSharesShares β³%Event DateReport DateHistory
BERKSHIRE HATHAWAY INC DEL CL B NEW BERKSHIRE HATHAWAY INC DEL CL B NEW45.9K shares3.56%2026-03-312026-04-14
Sponsored
Sponsored
Sponsored
ATLANTA BRAVES HLDGS INC COM SER A ATLANTA BRAVES HLDGS INC COM SER A90.2K shares-0.34%2026-03-312026-04-14
Sponsored
CANADIAN PACIFIC KANSAS CITY COM CANADIAN PACIFIC KANSAS CITY COM48.4K shares0.17%2026-03-312026-04-14
XLC STATE STREET COMMUNICATION SERVICES SELECT SECTOR SPDR ETF25.8K shares12.49%2026-03-312026-04-14
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
INVESCO S&P 500 EQUAL WEIGHT ETF INVESCO S&P 500 EQUAL WEIGHT ETF3.6K shares0.00%2026-03-312026-04-14
Sponsored
Sponsored
Sponsored
BERKSHIRE HATHAWAY INC DEL CL B NEW
3.56%BERKSHIRE HATHAWAY INC DEL CL B NEW
Shares45.9K
Event2026-03-31
Filed2026-04-14
ALPHABET INC CAP STK CL A
0.15%ALPHABET INC CAP STK CL A
Shares73.9K
Event2026-03-31
Filed2026-04-14
AAPL
-1.51%APPLE INC COM
Shares63.4K
Event2026-03-31
Filed2026-04-14
MSFT
11.74%MICROSOFT CORP COM
Shares35.5K
Event2026-03-31
Filed2026-04-14
GLW
-1.59%CORNING INC COM
Shares88.0K
Event2026-03-31
Filed2026-04-14
ECG
-3.69%EVERUS CONSTR GROUP COM
Shares76.8K
Event2026-03-31
Filed2026-04-14
ASML
-12.15%ASML HLDG NV N Y REGISTRY SHS
Shares6.8K
Event2026-03-31
Filed2026-04-14
JNJ
-1.08%JOHNSON & JOHNSON COM
Shares35.7K
Event2026-03-31
Filed2026-04-14
FNV
5.19%FRANCO NEV CORP COM
Shares33.9K
Event2026-03-31
Filed2026-04-14
NVDA
-7.22%NVIDIA CORPORATION COM
Shares44.4K
Event2026-03-31
Filed2026-04-14
ALPHABET INC CAP STK CL C
-14.06%ALPHABET INC CAP STK CL C
Shares26.8K
Event2026-03-31
Filed2026-04-14
DELL
0.89%DELL TECHNOLOGIES INC CL C
Shares44.7K
Event2026-03-31
Filed2026-04-14
VTI
2.13%VANGUARD TOTAL STOCK MARKET ETF
Shares22.7K
Event2026-03-31
Filed2026-04-14
MDU
2.83%MDU RES GROUP INC COM
Shares350.7K
Event2026-03-31
Filed2026-04-14
V
2.84%VISA INC COM CL A
Shares23.8K
Event2026-03-31
Filed2026-04-14
AMGN
0.87%AMGEN INC COM
Shares20.3K
Event2026-03-31
Filed2026-04-14
MERCK & CO INC COM
1.47%MERCK & CO INC COM
Shares59.2K
Event2026-03-31
Filed2026-04-14
COST
-5.79%COSTCO WHOLESALE CORPORATION COM
Shares7.0K
Event2026-03-31
Filed2026-04-14
MKL
1.28%MARKEL GROUP INC COM
Shares3.6K
Event2026-03-31
Filed2026-04-14
TMO
25.54%THERMO FISHER SCIENTIFIC INC COM
Shares13.3K
Event2026-03-31
Filed2026-04-14
OKE
55.48%ONEOK INC NEW COM
Shares64.6K
Event2026-03-31
Filed2026-04-14
AMTM
8.47%AMENTUM HOLDINGS INC COM
Shares203.9K
Event2026-03-31
Filed2026-04-14
ESAB
9.48%ESAB CORPORATION COM
Shares54.8K
Event2026-03-31
Filed2026-04-14
FNF
-2.02%FIDELITY NATL FINL INC COM SHS
Shares103.3K
Event2026-03-31
Filed2026-04-14
JPM
6.89%JPMORGAN CHASE & CO COM
Shares16.1K
Event2026-03-31
Filed2026-04-14
DE
-0.02%DEERE & CO COM
Shares8.4K
Event2026-03-31
Filed2026-04-14
BLDR
-7.33%BUILDERS FIRSTSOURCE INC COM
Shares55.3K
Event2026-03-31
Filed2026-04-14
KNF
2.20%KNIFE RIVER CORP COMMON STOCK
Shares55.5K
Event2026-03-31
Filed2026-04-14
ATLANTA BRAVES HLDGS INC COM SER A
-0.34%ATLANTA BRAVES HLDGS INC COM SER A
Shares90.2K
Event2026-03-31
Filed2026-04-14
QCOM
-1.00%QUALCOMM INC COM
Shares32.6K
Event2026-03-31
Filed2026-04-14
MCD
0.15%MCDONALDS CORP COM
Shares12.9K
Event2026-03-31
Filed2026-04-14
META
12.60%META PLATFORMS INC CL A
Shares7.0K
Event2026-03-31
Filed2026-04-14
WMT
-3.77%WALMART INC COM
Shares32.0K
Event2026-03-31
Filed2026-04-14
CANADIAN PACIFIC KANSAS CITY COM
0.17%CANADIAN PACIFIC KANSAS CITY COM
Shares48.4K
Event2026-03-31
Filed2026-04-14
AMZN
-2.81%AMAZON COM INC COM
Shares17.6K
Event2026-03-31
Filed2026-04-14
AMD
48.34%ADVANCED MICRO DEVICES INC COM
Shares15.4K
Event2026-03-31
Filed2026-04-14
XLK
-11.17%STATE STREET TECHNOLOGY SELECT SECTOR SPDR ETF
Shares23.4K
Event2026-03-31
Filed2026-04-14
BABA
1.17%ALIBABA GROUP HLDG LTD SPONSORED ADS
Shares23.6K
Event2026-03-31
Filed2026-04-14
XLC
12.49%STATE STREET COMMUNICATION SERVICES SELECT SECTOR SPDR ETF
Shares25.8K
Event2026-03-31
Filed2026-04-14
LLY
-6.51%ELI LILLY & CO COM
Shares2.6K
Event2026-03-31
Filed2026-04-14
GVIP
3.32%GOLDMAN SACHS HEDGE INDUSTRY VIP ETF
Shares16.2K
Event2026-03-31
Filed2026-04-14
DFSV
NewDIMENSIONAL US SMALL CAP VALUE ETF
Shares66.8K
Event2026-03-31
Filed2026-04-14
QXO
15.47%QXO INC COM NEW
Shares115.1K
Event2026-03-31
Filed2026-04-14
UBER
6.49%UBER TECHNOLOGIES INC COM
Shares27.8K
Event2026-03-31
Filed2026-04-14
CRWD
6.36%CROWDSTRIKE HLDGS INC CL A
Shares5.0K
Event2026-03-31
Filed2026-04-14
NFLX
0.00%NETFLIX INC. COM
Shares18.1K
Event2026-03-31
Filed2026-04-14
NOW
142.36%SERVICENOW INC COM
Shares16.4K
Event2026-03-31
Filed2026-04-14
FDX
-0.62%FEDEX CORP COM
Shares4.4K
Event2026-03-31
Filed2026-04-14
SPY
-0.49%STATE STREET SPDR S&P 500 ETF
Shares2.2K
Event2026-03-31
Filed2026-04-14
MAR
-0.56%MARRIOTT INTL INC NEW CL A
Shares4.4K
Event2026-03-31
Filed2026-04-14
EMR
-0.18%EMERSON ELEC CO COM
Shares10.8K
Event2026-03-31
Filed2026-04-14
URI
-9.96%UNITED RENTALS INC COM
Shares1.9K
Event2026-03-31
Filed2026-04-14
LDOS
NewLEIDOS HOLDINGS INC COM
Shares9.0K
Event2026-03-31
Filed2026-04-14
NVT
-0.86%NVENT ELEC PLC SHS
Shares11.6K
Event2026-03-31
Filed2026-04-14
KO
-1.31%COCA COLA CO COM
Shares18.0K
Event2026-03-31
Filed2026-04-14
MLM
-3.19%MARTIN MARIETTA MATLS INC COM
Shares2.3K
Event2026-03-31
Filed2026-04-14
ET
5.40%ENERGY TRANSFER L P COM UT LTD PTN
Shares68.3K
Event2026-03-31
Filed2026-04-14
EWZ
-10.47%ISHARES MSCI BRAZIL ETF
Shares32.0K
Event2026-03-31
Filed2026-04-14
CM
0.00%CANADIAN IMPERIAL BANK OF COMM COM
Shares12.6K
Event2026-03-31
Filed2026-04-14
KWEB
30.36%KRANESHARES CSI CHINA INTERNET ETF
Shares41.1K
Event2026-03-31
Filed2026-04-14
XLI
4.88%STATE STREET INDUSTRIAL SELECT SECTOR SPDR ETF
Shares7.1K
Event2026-03-31
Filed2026-04-14
VHT
NewVANGUARD HEALTH CARE ETF
Shares4.1K
Event2026-03-31
Filed2026-04-14
DHR
-4.25%DANAHER CORP DEL COM
Shares5.1K
Event2026-03-31
Filed2026-04-14
ABT
-17.05%ABBOTT LABORATORIES COM
Shares8.9K
Event2026-03-31
Filed2026-04-14
KKR & CO INC COM
17.80%KKR & CO INC COM
Shares9.2K
Event2026-03-31
Filed2026-04-14
XOM
-26.85%EXXON MOBIL CORP COM
Shares4.7K
Event2026-03-31
Filed2026-04-14
DIS
-7.65%DISNEY WALT CO COM
Shares8.2K
Event2026-03-31
Filed2026-04-14
INVESCO QQQ TRUST SERIES I
-9.35%INVESCO QQQ TRUST SERIES I
Shares1.4K
Event2026-03-31
Filed2026-04-14
GDX
-41.85%VANECK GOLD MINERS ETF
Shares8.2K
Event2026-03-31
Filed2026-04-14
PEP
0.00%PEPSICO INC COM
Shares4.8K
Event2026-03-31
Filed2026-04-14
XLE
0.00%STATE STREET ENERGY SELECT SECTOR SPDR ETF
Shares11.7K
Event2026-03-31
Filed2026-04-14
HD
-34.67%HOME DEPOT INC COM
Shares2.1K
Event2026-03-31
Filed2026-04-14
CVX
-5.33%CHEVRON CORPORATION COM
Shares3.4K
Event2026-03-31
Filed2026-04-14
BROADCOM INC COM
0.00%BROADCOM INC COM
Shares2.3K
Event2026-03-31
Filed2026-04-14
INVESCO S&P 500 EQUAL WEIGHT ETF
0.00%INVESCO S&P 500 EQUAL WEIGHT ETF
Shares3.6K
Event2026-03-31
Filed2026-04-14
JPIE
84.60%JPMORGAN INCOME ETF
Shares14.6K
Event2026-03-31
Filed2026-04-14
ADP
0.00%AUTOMATIC DATA PROCESSING INC COM
Shares3.0K
Event2026-03-31
Filed2026-04-14
BA
0.00%BOEING CO COM
Shares2.8K
Event2026-03-31
Filed2026-04-14
ABNB
30.43%AIRBNB INC COM CL A
Shares4.2K
Event2026-03-31
Filed2026-04-14
IWR
0.00%ISHARES RUSSELL MIDCAP ETF
Shares5.3K
Event2026-03-31
Filed2026-04-14
NCDL
0.00%NUVEEN CHURCHILL DIRECT LENDIN COM SHS
Shares37.7K
Event2026-03-31
Filed2026-04-14
VANGUARD S&P 500 ETF
-0.50%VANGUARD S&P 500 ETF
Shares792
Event2026-03-31
Filed2026-04-14
WTM
0.00%WHITE MTNS INS GROUP LTD COM
Shares206
Event2026-03-31
Filed2026-04-14
REGN
-15.46%REGENERON PHARMACEUTICALS COM
Shares547
Event2026-03-31
Filed2026-04-14
ZS
15.55%ZSCALER INC COM
Shares2.8K
Event2026-03-31
Filed2026-04-14
AMAT
0.00%APPLIED MATLS INC COM
Shares1.1K
Event2026-03-31
Filed2026-04-14
AKRE FOCUS ETF
NewAKRE FOCUS ETF
Shares7.1K
Event2026-03-31
Filed2026-04-14
DTM
0.00%DT MIDSTREAM INC COMMON STOCK
Shares2.7K
Event2026-03-31
Filed2026-04-14
CAT
-0.99%CATERPILLAR INC COM
Shares500
Event2026-03-31
Filed2026-04-14
TJX
0.00%TJX COS INC NEW COM
Shares2.2K
Event2026-03-31
Filed2026-04-14
PH
-13.48%PARKER-HANNIFIN CORP COM
Shares385
Event2026-03-31
Filed2026-04-14
EPD
-5.09%ENTERPRISE PRODS PARTNERS L P COM
Shares9.0K
Event2026-03-31
Filed2026-04-14
TSLA
-24.51%TESLA INC COM
Shares813
Event2026-03-31
Filed2026-04-14
EMXC
0.00%ISHARES MSCI EMERGING MARKETS EX CHINA ETF
Shares3.8K
Event2026-03-31
Filed2026-04-14
HACK
0.00%AMPLIFY CYBERSECURITY ETF
Shares3.8K
Event2026-03-31
Filed2026-04-14
IBM
-4.08%INTERNATIONAL BUSINESS MACHS COM
Shares1.2K
Event2026-03-31
Filed2026-04-14
CSCO
0.00%CISCO SYS INC COM
Shares3.3K
Event2026-03-31
Filed2026-04-14
VBIL
NewVANGUARD 0-3 MONTH TREASURY BILL ETF
Shares3.4K
Event2026-03-31
Filed2026-04-14
TRV
0.00%TRAVELERS COMPANIES INC COM
Shares856
Event2026-03-31
Filed2026-04-14
NSC
0.00%NORFOLK SOUTHN CORP COM
Shares850
Event2026-03-31
Filed2026-04-14
Call Option Holdings
NVIDIA CORP Call
NewNVIDIA CORP
Shares1.0K
Event2026-03-31
Filed2026-04-14
Put Option Holdings
No put option holdings data available
No put option holdings data available