Hudson Value Partners, LLC Q4 2025 Filing
Filed January 28, 2026
Portfolio Value
$335.8B
Holdings
108
Report Date
Q4 2025
Filing Type
13F-HR
All Holdings (108 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | GOOGLALPHABET INC CAP STK CL A | 73,812 | $23.2B | 6.89% | |
| 2 | BRK/BBERKSHIRE HATHAWAY INC DEL CL B NEW | 44,297 | $22.3B | 6.64% | |
| 3 | AAPLAPPLE INC COM | 64,340 | $17.5B | 5.23% | |
| 4 | MSFTMICROSOFT CORP COM | 31,758 | $15.4B | 4.60% | |
| 5 | GOOGALPHABET INC CAP STK CL C | 31,148 | $9.8B | 2.92% | |
| 6 | NVDANVIDIA CORPORATION COM | 47,889 | $8.9B | 2.66% | |
| 7 | ASMLASML HOLDING N V N Y REGISTRY SHS | 7,701 | $8.3B | 2.46% | |
| 8 | VVISA INC COM CL A | 23,164 | $8.2B | 2.43% | |
| 9 | GLWCORNING INC COM | 89,386 | $7.9B | 2.36% | |
| 10 | MKLMARKEL GROUP INC COM | 3,517 | $7.6B | 2.27% | |
| 11 | VTIVANGUARD TOTAL STOCK MARKET ETF | 22,267 | $7.5B | 2.22% | |
| 12 | JNJJOHNSON & JOHNSON COM | 36,042 | $7.5B | 2.22% | |
| 13 | ECGEVERUS CONSTR GROUP COM | 79,756 | $7.0B | 2.08% | |
| 14 | MDUMDU RES GROUP INC COM | 341,046 | $6.7B | 2.00% | |
| 15 | FNVFRANCO NEV CORP COM | 32,205 | $6.7B | 2.00% | |
| 16 | AMGNAMGEN INC COM | 20,147 | $6.6B | 1.97% | |
| 17 | COSTCOSTCO WHSL CORP NEW COM | 7,407 | $6.4B | 1.91% | |
| 18 | TMOTHERMO FISHER SCIENTIFIC INC COM | 10,623 | $6.2B | 1.84% | |
| 19 | MRKMERCK & CO INC COM | 58,337 | $6.2B | 1.84% | |
| 20 | BLDRBUILDERS FIRSTSOURCE INC COM | 59,659 | $6.2B | 1.83% | |
| 21 | FNFFIDELITY NATIONAL FINANCIAL IN COM SHS | 105,468 | $5.8B | 1.73% | |
| 22 | QCOMQUALCOMM INC COM | 32,884 | $5.7B | 1.70% | |
| 23 | ESABESAB CORPORATION COM | 50,066 | $5.7B | 1.69% | |
| 24 | DELLDELL TECHNOLOGIES INC CL C | 44,316 | $5.7B | 1.68% | |
| 25 | AMTMAMENTUM HOLDINGS INC COM | 187,993 | $5.5B | 1.64% | |
| 26 | JPMJPMORGAN CHASE & CO. COM | 15,046 | $4.9B | 1.45% | |
| 27 | AMZNAMAZON COM INC COM | 18,117 | $4.2B | 1.25% | |
| 28 | METAMETA PLATFORMS INC CL A | 6,205 | $4.1B | 1.22% | |
| 29 | MCDMCDONALDS CORP COM | 12,909 | $4.0B | 1.18% | |
| 30 | DEDEERE & CO COM | 8,359 | $3.9B | 1.17% | |
| 31 | KNFKNIFE RIVER CORP COMMON STOCK | 54,330 | $3.9B | 1.16% | |
| 32 | BATRAATLANTA BRAVES HLDGS INC COM SER A | 90,485 | $3.9B | 1.15% | |
| 33 | XLKSTATE STREET TECHNOLOGY SELECT SECTOR SPDR ETF | 26,286 | $3.8B | 1.13% | |
| 34 | WMTWALMART INC COM | 33,224 | $3.7B | 1.10% | |
| 35 | CPCANADIAN PACIFIC KANSAS CITY COM | 48,307 | $3.6B | 1.07% | |
| 36 | BABAALIBABA GROUP HLDG LTD SPONSORED ADS | 23,339 | $3.4B | 1.02% | |
| 37 | OKEONEOK INC NEW COM | 41,516 | $3.1B | 0.91% | |
| 38 | LLYELI LILLY & CO COM | 2,782 | $3.0B | 0.89% | |
| 39 | XLCSTATE STREET COMMUNICATION SERVICES SELECT SECTOR SPDR ETF | 22,921 | $2.7B | 0.80% | |
| 40 | GVIPGOLDMAN SACHS HEDGE INDUSTRY VIP ETF | 15,632 | $2.4B | 0.72% | |
| 41 | CRWDCROWDSTRIKE HLDGS INC CL A | 4,720 | $2.2B | 0.66% | |
| 42 | AMDADVANCED MICRO DEVICES INC COM | 10,377 | $2.2B | 0.66% | |
| 43 | UBERUBER TECHNOLOGIES INC COM | 26,092 | $2.1B | 0.64% | |
| 44 | QXOQXO INC COM NEW | 99,720 | $2.1B | 0.61% | |
| 45 | URIUNITED RENTALS INC COM | 2,158 | $1.8B | 0.52% | |
| 46 | NFLXNETFLIX INC COM | 18,060 | $1.7B | 0.50% | |
| 47 | SPYSPDR S&P 500 ETF TRUST | 2,235 | $1.5B | 0.45% | |
| 48 | MLMMARTIN MARIETTA MATLS INC COM | 2,350 | $1.5B | 0.44% | |
| 49 | EMREMERSON ELEC CO COM | 10,865 | $1.5B | 0.43% | |
| 50 | MARMARRIOTT INTL INC NEW CL A | 4,425 | $1.4B | 0.41% | |
| 51 | GTLSCHART INDS INC COM | 6,690 | $1.4B | 0.41% | |
| 52 | VTWOVANGUARD RUSSELL 2000 ETF | 13,722 | $1.4B | 0.41% | |
| 53 | ABTABBOTT LABS COM | 10,789 | $1.4B | 0.40% | |
| 54 | KOCOCA COLA CO COM | 18,191 | $1.3B | 0.38% | |
| 55 | FDXFEDEX CORP COM | 4,381 | $1.3B | 0.38% | |
| 56 | DHRDANAHER CORPORATION COM | 5,288 | $1.2B | 0.36% | |
| 57 | GDXVANECK GOLD MINERS ETF | 14,108 | $1.2B | 0.36% | |
| 58 | NVTNVENT ELECTRIC PLC SHS | 11,675 | $1.2B | 0.36% | |
| 59 | CMCANADIAN IMPERIAL BANK OF COMM COM | 12,582 | $1.1B | 0.34% | |
| 60 | EWZISHARES MSCI BRAZIL ETF | 35,745 | $1.1B | 0.34% | |
| 61 | HDHOME DEPOT INC COM | 3,282 | $1.1B | 0.34% | |
| 62 | KWEBKRANESHARES CSI CHINA INTERNET ETF | 31,511 | $1.1B | 0.32% | |
| 63 | ETENERGY TRANSFER L P COM UT LTD PTN | 64,775 | $1.1B | 0.32% | |
| 64 | XLISTATE STREET INDUSTRIAL SELECT SECTOR SPDR ETF | 6,800 | $1.1B | 0.31% | |
| 65 | NOWSERVICENOW INC COM | 6,775 | $1.0B | 0.31% | |
| 66 | DISDISNEY WALT CO COM | 8,894 | $1.0B | 0.30% | |
| 67 | KKRKKR & CO INC COM | 7,835 | $1.0B | 0.30% | |
| 68 | IAIISHARES U.S. BROKER-DEALERS & SECURITIES EXCHANGES ETF | 5,416 | $971.0M | 0.29% | |
| 69 | NDQINVESCO QQQ TRUST SERIES I | 1,508 | $929.0M | 0.28% | |
| 70 | ADPAUTOMATIC DATA PROCESSING INC COM | 3,050 | $791.0M | 0.24% | |
| 71 | AVGOBROADCOM INC COM | 2,250 | $787.0M | 0.23% | |
| 72 | XOMEXXON MOBIL CORP COM | 6,425 | $776.0M | 0.23% | |
| 73 | PEPPEPSICO INC COM | 4,820 | $694.0M | 0.21% | |
| 74 | RSPINVESCO S&P 500 EQUAL WEIGHT ETF | 3,609 | $694.0M | 0.21% | |
| 75 | NVDANVIDIA CORPORATION COM | 3,500 | $651.0M | 0.19% | Call |
| 76 | BABOEING CO COM | 2,820 | $614.0M | 0.18% | |
| 77 | BITBBITWISE BITCOIN ETF TRUST | 12,754 | $606.0M | 0.18% | |
| 78 | ZSZSCALER INC COM | 2,412 | $548.0M | 0.16% | |
| 79 | DUKDUKE ENERGY CORP NEW COM NEW | 4,625 | $544.0M | 0.16% | |
| 80 | CVXCHEVRON CORP NEW COM | 3,565 | $543.0M | 0.16% | |
| 81 | XLESTATE STREET ENERGY SELECT SECTOR SPDR ETF | 11,670 | $523.0M | 0.16% | |
| 82 | IWRISHARES RUSSELL MIDCAP ETF | 5,280 | $513.0M | 0.15% | |
| 83 | NCDLNUVEEN CHURCHILL DIRECT LENDIN COM SHS | 37,720 | $503.0M | 0.15% | |
| 84 | VOOVANGUARD S&P 500 ETF | 796 | $502.0M | 0.15% | |
| 85 | REGNREGENERON PHARMACEUTICALS COM | 647 | $499.0M | 0.15% | |
| 86 | TSLATESLA INC COM | 1,077 | $486.0M | 0.14% | |
| 87 | ABNBAIRBNB INC COM CL A | 3,237 | $439.0M | 0.13% | |
| 88 | WTMWHITE MTNS INS GROUP LTD COM | 206 | $428.0M | 0.13% | |
| 89 | PHPARKER-HANNIFIN CORP COM | 445 | $395.0M | 0.12% | |
| 90 | PGPROCTER AND GAMBLE CO COM | 2,634 | $379.0M | 0.11% | |
| 91 | JPIEJPMORGAN INCOME ETF | 7,928 | $367.0M | 0.11% | |
| 92 | IBMINTERNATIONAL BUSINESS MACHS COM | 1,225 | $366.0M | 0.11% | |
| 93 | TJXTJX COS INC NEW COM | 2,160 | $335.0M | 0.10% | |
| 94 | DTMDT MIDSTREAM INC COMMON STOCK | 2,651 | $319.0M | 0.09% | |
| 95 | HACKAMPLIFY CYBERSECURITY ETF | 3,800 | $308.0M | 0.09% | |
| 96 | EPDENTERPRISE PRODS PARTNERS L P COM | 9,433 | $302.0M | 0.09% | |
| 97 | CATCATERPILLAR INC COM | 505 | $291.0M | 0.09% | |
| 98 | AMATAPPLIED MATLS INC COM | 1,120 | $291.0M | 0.09% | |
| 99 | GQ9SPDR GOLD SHARES | 700 | $277.0M | 0.08% | |
| 100 | EMXCISHARES MSCI EMERGING MARKETS EX CHINA ETF | 3,800 | $276.0M | 0.08% |
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