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Hudson Value Partners, LLC

CIK 1840501 · latest 13F filed 10 July 2026 · Read the filing on EDGAR

Hudson Value Partners, LLC reported 108 US-listed holdings worth $398.1 million in its 13F for the quarter ended 30 June 2026, filed 10 July 2026. Its largest: Alphabet Inc. (6.5%), Berkshire Hathaway Inc. Class B (5.9%) and Corning Inc. (5.0%). Against the quarter before, it opened 13 positions, added to 39, trimmed 40 and sold out of 5.

Reported holdings$398.1M+18.9% on Q1 2026
Positions108+8 on Q1 2026
The largest ten40.0%of its reported holdings
Latest 13FQ2 2026filed 10 July 2026
Where the money is
Added toTrimmed
GOOGL6.5%BRKB5.9%GLW5.0%AAPL4.5%MSFT3.6%DELL3.3%ASML3.2%ECG3.1%VTI2.5%JNJ2.5%NVDA2.5%GOOG2.3%V2.1%TMO2.1%94 more51.0%

The 14 largest of its 108 positions, each sized by its share of the reported holdings, coloured by the change in shares against Q1 2026.

Reported holdings, quarter by quarter
Q3 2024: $257.4 million in 97 positions$257MQ3 24Q4 2024: $268.7 million in 92 positions$269MQ4 24Q1 2025: $266.1 million in 100 positions$266MQ1 25Q2 2025: $289.5 million in 107 positions$290MQ2 25Q3 2025: $318.6 million in 106 positions$319MQ3 25Q4 2025: $335.2 million in 108 positions$335MQ4 25Q1 2026: $334.9 million in 100 positions$335MQ1 26Q2 2026: $398.1 million in 108 positions$398MQ2 26

What the fund reported holding at each quarter's end; hover a bar for the number of positions

What its reported holdings returned

Held through each quarter, the holdings it reported returned +37.0% over the 7 quarters to 30 June 2026, against +30.2% for the S&P 500.

Its reported holdingsThe S&P 500
105120135Q3 24Q4 24Q1 25Q2 25Q3 25Q4 25Q1 26Q2 26Its holdings +37.0%S&P 500 +30.2%

Not the fund's own return: each 13F's holdings are kept unchanged until the next one, so trades inside a quarter, dividends, cash and fees are left out. A rough guide to how its picks have done over time.

What it did on the quarter

Opened 13Added 39Held 16Trimmed 40Sold out 5
Opened: 13Added: 39Held: 16Trimmed: 40Sold out: 5

Its positions against its 13F for the quarter to 31 March 2026; a change under 0.1% of a position counts as held

Opened 13

  1. Goldman Sachs ETF Trust GBIL$2.0 million
  2. Arrow Electronics, Inc. ARW$946,900
  3. Magna Intl Inc. MGA$608,865
  4. Citigroup Inc. C$599,729
  5. General Motors Co. GM$441,977
  6. Elevance Health, Inc. ELV$280,379
  7. Lennar Corp. LEN$249,028
  8. Dollar General Corp. DG$245,760

and 5 more in the table below

Added to 39

  1. Qxo Inc. QXO+100,856 shares · +88%
  2. Thermo Fisher Scientific Inc. TMO+3,317 shares · +25%
  3. Vanguard Instl Index FD VBIL+21,426 shares · +638%
  4. VG Totl STK Vprs VTI+4,374 shares · +19%
  5. Goldman Sachs ETF Trust GVIP+8,012 shares · +50%
  6. Esab Corp. ESAB+10,915 shares · +20%
  7. Microsoft Corp. MSFT+2,722 shares · +8%
  8. Amentum Holdings, Inc. AMTM+46,275 shares · +23%

and 31 more in the table below

Trimmed 40

  1. Dell Technologies Inc. DELL-14,605 shares · -33%
  2. Advanced Micro Devices Inc. AMD-4,802 shares · -31%
  3. Corning Inc. GLW-9,331 shares · -11%
  4. ASML Holding N.V. ASML-398 shares · -6%
  5. Alphabet Inc. GOOGL-1,970 shares · -3%
  6. Uber Technologies, Inc. UBER-6,621 shares · -24%
  7. Alphabet Inc. GOOG-1,317 shares · -5%
  8. Leidos Holdings, Inc. LDOS-4,510 shares · -50%

and 32 more in the table below

Sold out of 5

  1. Select Sector SPDR Trust XLC$2.9 million last quarter
  2. Danaher Corp. DHR$959,945 last quarter
  3. Abbott Laboratories ABT$918,897 last quarter
  4. Airbnb, Inc. ABNB$533,154 last quarter
  5. Tesla, Inc. TSLA$302,068 last quarter

What it holds

CompanySharesValueOf its bookChange in shares
Alphabet Inc. GOOGL72.0K$25.7 million6.46%-2.0K
Berkshire Hathaway Inc. Class B BRKB47.0K$23.5 million5.90%+1.1K
Corning Inc. GLW78.6K$20.1 million5.05%-9.3K
Apple Inc. AAPL61.8K$17.9 million4.49%-1.6K
Microsoft Corp. MSFT38.2K$14.3 million3.58%+2.7K
Dell Technologies Inc. DELL30.1K$13.0 million3.26%-14.6K
ASML Holding N.V. ASML6.4K$12.7 million3.18%-398
Everus Construction Group, Inc. ECG74.5K$12.4 million3.11%-2.3K
VG Totl STK Vprs VTI27.1K$10.0 million2.52%+4.4K
Johnson & Johnson JNJ38.7K$9.8 million2.47%+3.0K
NVIDIA Corp. NVDA49.0K$9.8 million2.46%+4.6K
Alphabet Inc. GOOG25.5K$9.0 million2.26%-1.3K
Visa Inc. V24.9K$8.5 million2.15%+1.1K
Thermo Fisher Scientific Inc. TMO16.7K$8.3 million2.10%+3.3K
Markel CP Hldg Co. MKL3.9K$7.7 million1.93%+378
Amgen Inc. AMGN21.2K$7.7 million1.93%+849
MDU Resources Group Inc. MDU348.1K$7.4 million1.85%-2.6K
Merck & Co., Inc. MRK57.4K$7.4 million1.85%-1.8K
Franco Nev Corp. FNV33.6K$7.0 million1.76%-289
Esab Corp. ESAB65.7K$6.5 million1.63%+10.9K
Costco Wholesale Corp. COST6.9K$6.4 million1.61%-112
Qualcomm Inc. QCOM34.4K$6.4 million1.60%+1.9K
Advanced Micro Devices Inc. AMD10.6K$6.2 million1.55%-4.8K
ONEOK Inc. OKE67.8K$5.9 million1.48%+3.3K
Deere & Co. DE9.1K$5.8 million1.45%+773
JPMorgan Chase & Co. JPM17.5K$5.7 million1.44%+1.4K
Builders Firstsource Inc. BLDR60.9K$5.4 million1.37%+5.6K
Atlanta Braves Holdings Inc BATRA96.7K$5.4 million1.37%+6.5K
Amentum Holdings, Inc. AMTM250.2K$5.2 million1.30%+46.3K
Fidelity National Financial, Inc. FNF100.5K$4.7 million1.19%-2.8K
Knife River Corp. KNF55.6K$4.7 million1.17%+94
Goldman Sachs ETF Trust GVIP24.2K$4.6 million1.15%+8.0K
Technology Select Sector SPDR ETF XLK23.5K$4.5 million1.12%+110
Canadian Pacific Kansas City LT CP50.0K$4.3 million1.09%+1.6K
McDonald's Corp. MCD15.8K$4.3 million1.07%+2.9K
Amazon.com Inc. AMZN16.7K$4.0 million1.00%-886
Meta Platforms, Inc. META6.8K$3.8 million0.97%-158
CrowdStrike Holdings, Inc. CRWD5.0K$3.8 million0.96%-20
Qxo Inc. QXO216.0K$3.7 million0.94%+100.9K
Walmart Inc. WMT31.7K$3.6 million0.90%-225
Eli Lilly & Co. LLY2.6K$3.1 million0.78%-14
Alibaba Group Holding Limited BABA29.3K$2.8 million0.71%+5.7K
Dimensional ETF Trust DFSV67.4K$2.6 million0.66%+637
United Rentals, Inc. URI1.9K$2.2 million0.55%-10
Goldman Sachs ETF Trust GBIL20.0K$2.0 million0.50%new
Vanguard Instl Index FD VBIL24.8K$1.9 million0.47%+21.4K
FedEx Corp. FDX5.8K$1.8 million0.45%+1.4K
nVent Electric plc NVT10.1K$1.7 million0.43%-1.5K
SPDR S&P 500 SPY2.2K$1.7 million0.42%+15
ServiceNow, Inc. NOW16.4K$1.6 million0.41%no change
Marriott International Inc. MAR4.4K$1.6 million0.41%-40
Emerson Electric Co. EMR10.8K$1.5 million0.39%-50
Uber Technologies, Inc. UBER21.2K$1.5 million0.38%-6.6K
Canadian Imperial Bank of Commerce CM11.9K$1.4 million0.34%-682
Select Sector SPDR Trust XLI7.2K$1.3 million0.34%+90
Martin Marietta Materials Inc. MLM2.3K$1.3 million0.33%-5
Energy Transfer LP ET67.3K$1.3 million0.32%-1.0K
Netflix Inc. NFLX17.8K$1.3 million0.32%-250
Coca-Cola Co. KO15.5K$1.3 million0.32%-2.5K
Vanguard World FD VHT4.2K$1.2 million0.31%+81
Invesco Exchange Traded FD T RSP5.5K$1.2 million0.30%+1.9K
Chevron Corp. CVX6.9K$1.2 million0.29%+3.6K
iShares Inc. EWZ32.9K$1.1 million0.29%+902
Invesco QQQ Trust QQQ1.5K$1.1 million0.27%+87
KraneShares Trust KWEB39.0K$955,0350.24%-2.1K
Arrow Electronics, Inc. ARW4.4K$946,9000.24%new
KKR & Co. Inc. KKR9.7K$886,1360.22%+425
Broadcom Inc. AVGO2.2K$849,9380.21%no change
Applied Materials Inc. AMAT1.1K$788,0700.20%-30
Home Depot, Inc. HD2.1K$734,2800.18%-62
JP Morgan ETFs JPIE15.3K$705,7060.18%+689
Walt Disney Co. DIS7.0K$677,5040.17%-1.2K
Vaneck ETF Trust GDX8.5K$645,0150.16%+344
PepsiCo Inc. PEP4.8K$643,8270.16%-65
ExxonMobil Holdings Corp. XOM4.7K$642,5840.16%no change
Select Sector SPDR Trust XLE11.5K$609,1720.15%-200
Magna Intl Inc. MGA9.3K$608,8650.15%new
Boeing Co. BA2.8K$608,2810.15%-10
Citigroup Inc. C4.3K$599,7290.15%new
iShares Trust IWR5.3K$582,4900.15%no change
Automatic Data Processing Inc. ADP2.5K$559,8750.14%-550
Caterpillar Inc. CAT503$535,6450.13%+3
Vanguard S&P 500 VOO762$523,3490.13%-30
Nuveen Churchill Direct Lend NCDL37.7K$468,4820.12%no change
Leidos Holdings, Inc. LDOS4.5K$464,9100.12%-4.5K
General Motors Co. GM5.7K$441,9770.11%new
White Mtns Ins Group Ltd WTM206$427,1180.11%no change
Amplify ETF Trust HACK3.8K$398,7340.10%no change
Cisco Systems, Inc. CSCO3.4K$393,7260.10%+19
Zscaler Inc. ZS2.8K$393,3850.10%no change
DT Midstream, Inc. DTM2.7K$389,0080.10%no change
iShares Inc. EMXC3.8K$388,7400.10%no change
Parker-Hannifin Corp. PH385$376,5760.09%no change
Akre Focus ETF AKRE6.7K$355,0500.09%-468
Regeneron Pharmaceuticals, Inc. REGN547$341,0760.09%no change
International Business Machines Corp. IBM1.2K$330,4220.08%no change
TJX Companies Inc. TJX2.2K$327,2400.08%no change
Enterprise Products Partners LP EPD8.2K$301,5420.08%-750
Travelers Companies, Inc. TRV856$282,5830.07%no change
Elevance Health, Inc. ELV725$280,3790.07%new
Norfolk Southern Corp. NSC850$267,4020.07%no change
Lennar Corp. LEN2.8K$249,0280.06%new
Dollar General Corp. DG2.1K$245,7600.06%new
Thor Industries Inc. THO3.2K$238,7080.06%new
Renaissance ETFs IPO3.9K$232,3320.06%new
Lam Research Corp. LRCX508$220,1320.06%new
SPDR Dow Jones Indl Average DIA420$219,4040.06%new
PPG Industries Inc. PPG1.8K$218,3220.05%new
Every US-listed position in the fund's 13F for the quarter ended 30 June 2026, by the value it reported.
Read moreChange is shares against its 13F for the quarter before; the 5 it sold out of are in the box above.

Options it reported

CompanyOptionShares under the optionsValue of those shares
Nvidia Corp.Calls1.0K$199,945
Corning Inc.Puts300$76,576
Dell Technologies Inc.Puts100$43,146
Qualcomm Inc.Puts200$36,972
McDonalds Corp.Calls100$27,031

5 option lines. A 13F lists calls and puts by the shares they cover and what those shares were worth at the quarter's end, not what the options cost; they are not counted in the holdings above.