Hudson Value Partners, LLC Q2 2025 Filing
Filed July 18, 2025
Portfolio Value
$289.8B
Holdings
109
Report Date
Q2 2025
Filing Type
13F-HR
All Holdings (109 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 101 | CSCOCISCO SYS INC COM | 3,213 | $222.9M | 0.08% | |
| 102 | ORCLORACLE CORP COM | 1,015 | $221.9M | 0.08% | |
| 103 | JPIEJPMORGAN INCOME ETF | 4,750 | $220.0M | 0.08% | |
| 104 | NSCNORFOLK SOUTHN CORP COM | 850 | $217.6M | 0.08% | |
| 105 | GQ9SPDR GOLD SHARES | 700 | $213.4M | 0.07% | |
| 106 | METMETLIFE INC COM | 2,600 | $209.1M | 0.07% | |
| 107 | DTMDT MIDSTREAM INC COMMON STOCK | 1,901 | $208.9M | 0.07% | |
| 108 | AMATAPPLIED MATLS INC COM | 1,120 | $205.0M | 0.07% | |
| 109 | GOOGLALPHABET INC CL A | 300 | $52.9M | 0.02% | Call |
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