Hudson Value Partners, LLC
CIK: 0001840501SEC EDGAR →
Portfolio Value
$335.8M
Holdings
108
As of
Q4 2025
New Positions
109
Closed Positions
0
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | ALPHABET INC CAP STK CL A | 73,812 | $23.2M | 6.89% |
| 2 | BERKSHIRE HATHAWAY INC DEL CL B NEW | 44,297 | $22.3M | 6.64% |
| 3 | APPLE INC COM | 64,340 | $17.5M | 5.23% |
| 4 | MICROSOFT CORP COM | 31,758 | $15.4M | 4.60% |
| 5 | ALPHABET INC CAP STK CL C | 31,148 | $9.8M | 2.92% |
| 6 | NVIDIA CORPORATION COM | 47,889 | $8.9M | 2.66% |
| 7 | ASML HOLDING N V N Y REGISTRY SHS | 7,701 | $8.3M | 2.46% |
| 8 | VISA INC COM CL A | 23,164 | $8.2M | 2.43% |
| 9 | CORNING INC COM | 89,386 | $7.9M | 2.36% |
| 10 | MARKEL GROUP INC COM | 3,517 | $7.6M | 2.27% |
Quarterly Changes
Top Sells
No sells this quarter
New Positions (109)
$23.2M · 74K shares
$22.3M · 44K shares
$17.5M · 64K shares
$15.4M · 32K shares
$9.8M · 31K shares
$8.9M · 48K shares
$8.3M · 8K shares
$8.2M · 23K shares
$7.9M · 89K shares
$7.6M · 4K shares
$7.5M · 22K shares
$7.5M · 36K shares
$7.0M · 80K shares
$6.7M · 341K shares
$6.7M · 32K shares
$6.6M · 20K shares
$6.4M · 7K shares
$6.2M · 11K shares
$6.2M · 58K shares
$6.2M · 60K shares
$5.8M · 105K shares
$5.7M · 33K shares
$5.7M · 50K shares
$5.7M · 44K shares
$5.5M · 188K shares
$4.9M · 15K shares
$4.2M · 18K shares
$4.1M · 6K shares
$4.0M · 13K shares
$3.9M · 8K shares
$3.9M · 54K shares
$3.9M · 90K shares
$3.8M · 26K shares
$3.7M · 33K shares
$3.6M · 48K shares
$3.4M · 23K shares
$3.1M · 42K shares
$3.0M · 3K shares
$2.7M · 23K shares
$2.4M · 16K shares
$2.2M · 5K shares
$2.2M · 10K shares
$2.1M · 26K shares
$2.1M · 100K shares
$1.8M · 2K shares
$1.7M · 18K shares
$1.5M · 2K shares
$1.5M · 2K shares
$1.5M · 11K shares
$1.4M · 4K shares
$1.4M · 7K shares
$1.4M · 14K shares
$1.4M · 11K shares
$1.3M · 18K shares
$1.3M · 4K shares
$1.2M · 5K shares
$1.2M · 14K shares
$1.2M · 12K shares
$1.1M · 13K shares
$1.1M · 36K shares
$1.1M · 3K shares
$1.1M · 32K shares
$1.1M · 65K shares
$1.1M · 7K shares
$1.0M · 7K shares
$1.0M · 9K shares
$1.0M · 8K shares
$971K · 5K shares
$929K · 2K shares
$791K · 3K shares
$787K · 2K shares
$776K · 6K shares
$694K · 5K shares
$694K · 4K shares
$651K · 4K shares
$614K · 3K shares
$606K · 13K shares
$548K · 2K shares
$544K · 5K shares
$543K · 4K shares
$523K · 12K shares
$513K · 5K shares
$503K · 38K shares
$502K · 796 shares
$499K · 647 shares
$486K · 1K shares
$439K · 3K shares
$428K · 206 shares
$395K · 445 shares
$379K · 3K shares
$367K · 8K shares
$366K · 1K shares
$335K · 2K shares
$319K · 3K shares
$308K · 4K shares
$302K · 9K shares
$291K · 505 shares
$291K · 1K shares
$277K · 700 shares
$276K · 4K shares
$257K · 3K shares
$248K · 856 shares
$245K · 850 shares
$236K · 2K shares
$231K · 2K shares
$210K · 7K shares
$206K · 3K shares
$204K · 300 shares
$203K · 420 shares
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Technology | 19 | $80.8M | 24.1% |
| Financial Services | 29 | $58.1M | 17.3% |
| Industrials | 18 | $50.0M | 14.9% |
| Communication Services | 6 | $43.6M | 13.0% |
| Healthcare | 9 | $32.7M | 9.7% |
| Unknown | 4 | $23.7M | 7.1% |
| Consumer Cyclical | 8 | $15.4M | 4.6% |
| Consumer Defensive | 5 | $12.5M | 3.7% |
| Basic Materials | 4 | $12.3M | 3.7% |
| Energy | 6 | $6.1M | 1.8% |
| Utilities | 1 | $544K | 0.2% |