Holders — by stockHoldings — by fund
Hudson Value Partners, LLC
Everything this manager disclosed owning in US-listed stocks — its complete Form 13F portfolio · as of 2026-06-30 · filed with the SEC up to 45 days after quarter end · CIK 0001840501
$398.5M
disclosed book value
113
positions
6.5%
largest position share
Positions, as of 2026-06-30
top 100 of 113 · 13F covers long US-listed positions only — cash, bonds, private and foreign stakes are not disclosed · PUT/CALL tags = options positions (share-equivalents), not shares held
| # | Issuer | Shares | Value | % of book |
|---|---|---|---|---|
| 1 | GOOGLALPHABET INC CAP STK CL A | 71,952 | $25.7M | 6.5% |
| 2 | BRK/BBERKSHIRE HATHAWAY INC DEL CL B NEW | 46,971 | $23.5M | 5.9% |
| 3 | GLWCORNING INC COM | 78,634 | $20.1M | 5% |
| 4 | AAPLAPPLE INC COM | 61,779 | $17.9M | 4.5% |
| 5 | MSFTMICROSOFT CORP COM | 38,209 | $14.3M | 3.6% |
| 6 | DELLDELL TECHNOLOGIES INC CL C | 30,104 | $13.0M | 3.3% |
| 7 | ASMLASML HLDG NV N Y REGISTRY SHS | 6,367 | $12.7M | 3.2% |
| 8 | ECGEVERUS CONSTR GROUP COM | 74,538 | $12.4M | 3.1% |
| 9 | VTIVANGUARD TOTAL STOCK MARKET ETF | 27,116 | $10.0M | 2.5% |
| 10 | JNJJOHNSON & JOHNSON COM | 38,698 | $9.8M | 2.5% |
| 11 | NVDANVIDIA CORPORATION COM | 49,009 | $9.8M | 2.5% |
| 12 | GOOGALPHABET INC CAP STK CL C | 25,451 | $9.0M | 2.3% |
| 13 | VVISA INC COM CL A | 24,902 | $8.5M | 2.1% |
| 14 | TMOTHERMO FISHER SCIENTIFIC INC COM | 16,653 | $8.3M | 2.1% |
| 15 | MKLMARKEL GROUP INC COM | 3,940 | $7.7M | 1.9% |
| 16 | AMGNAMGEN INC COM | 21,171 | $7.7M | 1.9% |
| 17 | MDUMDU RES GROUP INC COM | 348,073 | $7.4M | 1.9% |
| 18 | MRKMERCK & CO INC COM | 57,439 | $7.4M | 1.9% |
| 19 | FNVFRANCO NEV CORP COM | 33,589 | $7.0M | 1.8% |
| 20 | ESABESAB CORPORATION COM | 65,729 | $6.5M | 1.6% |
| 21 | COSTCOSTCO WHOLESALE CORPORATION COM | 6,866 | $6.4M | 1.6% |
| 22 | QCOMQUALCOMM INC COM | 34,418 | $6.4M | 1.6% |
| 23 | AMDADVANCED MICRO DEVICES INC COM | 10,591 | $6.2M | 1.5% |
| 24 | OKEONEOK INC NEW COM | 67,843 | $5.9M | 1.5% |
| 25 | DEDEERE & CO COM | 9,130 | $5.8M | 1.5% |
| 26 | JPMJPMORGAN CHASE & CO COM | 17,496 | $5.7M | 1.4% |
| 27 | BLDRBUILDERS FIRSTSOURCE INC COM | 60,904 | $5.4M | 1.4% |
| 28 | BATRAATLANTA BRAVES HLDGS INC COM SER A | 96,702 | $5.4M | 1.4% |
| 29 | AMTMAMENTUM HOLDINGS INC COM | 250,185 | $5.2M | 1.3% |
| 30 | FNFFIDELITY NATL FINL INC COM SHS | 100,489 | $4.7M | 1.2% |
| 31 | KNFKNIFE RIVER CORP COMMON STOCK | 55,618 | $4.7M | 1.2% |
| 32 | GVIPGOLDMAN SACHS HEDGE INDUSTRY VIP ETF | 24,163 | $4.6M | 1.1% |
| 33 | XLKSTATE STREET TECHNOLOGY SELECT SECTOR SPDR ETF | 23,460 | $4.5M | 1.1% |
| 34 | CPCANADIAN PACIFIC KANSAS CITY COM | 50,029 | $4.3M | 1.1% |
| 35 | MCDMCDONALDS CORP COM | 15,790 | $4.3M | 1.1% |
| 36 | AMZNAMAZON COM INC COM | 16,722 | $4.0M | 1% |
| 37 | METAMETA PLATFORMS INC CL A | 6,829 | $3.8M | 1% |
| 38 | CRWDCROWDSTRIKE HLDGS INC CL A | 5,000 | $3.8M | 1% |
| 39 | QXOQXO INC COM NEW | 215,998 | $3.7M | 0.9% |
| 40 | WMTWALMART INC COM | 31,745 | $3.6M | 0.9% |
| 41 | LLYELI LILLY & CO COM | 2,587 | $3.1M | 0.8% |
| 42 | BABAALIBABA GROUP HLDG LTD SPONSORED ADS | 29,344 | $2.8M | 0.7% |
| 43 | DFSVDIMENSIONAL US SMALL CAP VALUE ETF | 67,407 | $2.6M | 0.7% |
| 44 | URIUNITED RENTALS INC COM | 1,933 | $2.2M | 0.5% |
| 45 | GBILACCESS TREASURY 0-1 YEAR ETF | 20,023 | $2.0M | 0.5% |
| 46 | VBILVANGUARD 0-3 MONTH TREASURY BILL ETF | 24,783 | $1.9M | 0.5% |
| 47 | FDXFEDEX CORP COM | 5,776 | $1.8M | 0.5% |
| 48 | NVTNVENT ELEC PLC SHS | 10,070 | $1.7M | 0.4% |
| 49 | SPYSTATE STREET SPDR S&P 500 ETF | 2,239 | $1.7M | 0.4% |
| 50 | NOWSERVICENOW INC COM | 16,420 | $1.6M | 0.4% |
| 51 | MARMARRIOTT INTL INC NEW CL A | 4,360 | $1.6M | 0.4% |
| 52 | EMREMERSON ELEC CO COM | 10,795 | $1.5M | 0.4% |
| 53 | UBERUBER TECHNOLOGIES INC COM | 21,165 | $1.5M | 0.4% |
| 54 | CMCANADIAN IMPERIAL BANK OF COMM COM | 11,900 | $1.4M | 0.3% |
| 55 | XLISTATE STREET INDUSTRIAL SELECT SECTOR SPDR ETF | 7,222 | $1.3M | 0.3% |
| 56 | MLMMARTIN MARIETTA MATLS INC COM | 2,270 | $1.3M | 0.3% |
| 57 | ETENERGY TRANSFER L P COM UT LTD PTN | 67,275 | $1.3M | 0.3% |
| 58 | NFLXNETFLIX INC. COM | 17,810 | $1.3M | 0.3% |
| 59 | KOCOCA COLA CO COM | 15,465 | $1.3M | 0.3% |
| 60 | VHTVANGUARD HEALTH CARE ETF | 4,152 | $1.2M | 0.3% |
| 61 | RSPINVESCO S&P 500 EQUAL WEIGHT ETF | 5,544 | $1.2M | 0.3% |
| 62 | CVXCHEVRON CORPORATION COM | 6,940 | $1.2M | 0.3% |
| 63 | EWZISHARES MSCI BRAZIL ETF | 32,903 | $1.1M | 0.3% |
| 64 | QQQINVESCO QQQ TRUST SERIES I | 1,454 | $1.1M | 0.3% |
| 65 | KWEBKRANESHARES CSI CHINA INTERNET ETF | 39,028 | $955,035 | 0.2% |
| 66 | ARWARROW ELECTRS INC COM | 4,437 | $946,900 | 0.2% |
| 67 | KKRKKR & CO INC COM | 9,655 | $886,136 | 0.2% |
| 68 | AVGOBROADCOM INC COM | 2,250 | $849,938 | 0.2% |
| 69 | AMATAPPLIED MATLS INC COM | 1,090 | $788,070 | 0.2% |
| 70 | HDHOME DEPOT INC COM | 2,082 | $734,280 | 0.2% |
| 71 | JPIEJPMORGAN INCOME ETF | 15,324 | $705,706 | 0.2% |
| 72 | DISDISNEY WALT CO COM | 7,039 | $677,504 | 0.2% |
| 73 | GDXVANECK GOLD MINERS ETF | 8,548 | $645,015 | 0.2% |
| 74 | PEPPEPSICO INC COM | 4,755 | $643,827 | 0.2% |
| 75 | XOMEXXON MOBIL CORP COM | 4,700 | $642,584 | 0.2% |
| 76 | XLESTATE STREET ENERGY SELECT SECTOR SPDR ETF | 11,470 | $609,172 | 0.2% |
| 77 | MGAMAGNA INTL INC COM | 9,273 | $608,865 | 0.2% |
| 78 | BABOEING CO COM | 2,810 | $608,281 | 0.2% |
| 79 | CCITIGROUP INC COM NEW | 4,285 | $599,729 | 0.2% |
| 80 | IWRISHARES RUSSELL MIDCAP ETF | 5,280 | $582,490 | 0.1% |
| 81 | ADPAUTOMATIC DATA PROCESSING INC COM | 2,500 | $559,875 | 0.1% |
| 82 | CATCATERPILLAR INC COM | 503 | $535,645 | 0.1% |
| 83 | VOOVANGUARD S&P 500 ETF | 762 | $523,349 | 0.1% |
| 84 | NCDLNUVEEN CHURCHILL DIRECT LENDIN COM SHS | 37,720 | $468,482 | 0.1% |
| 85 | LDOSLEIDOS HOLDINGS INC COM | 4,515 | $464,910 | 0.1% |
| 86 | GMGENERAL MTRS CO COM | 5,734 | $441,977 | 0.1% |
| 87 | WTMWHITE MTNS INS GROUP LTD COM | 206 | $427,118 | 0.1% |
| 88 | HACKAMPLIFY CYBERSECURITY ETF | 3,800 | $398,734 | 0.1% |
| 89 | CSCOCISCO SYS INC COM | 3,352 | $393,726 | 0.1% |
| 90 | ZSZSCALER INC COM | 2,787 | $393,385 | 0.1% |
| 91 | DTMDT MIDSTREAM INC COMMON STOCK | 2,651 | $389,008 | 0.1% |
| 92 | EMXCISHARES MSCI EMERGING MARKETS EX CHINA ETF | 3,800 | $388,740 | 0.1% |
| 93 | PHPARKER-HANNIFIN CORP COM | 385 | $376,576 | 0.1% |
| 94 | AKREAKRE FOCUS ETF | 6,675 | $355,050 | 0.1% |
| 95 | REGNREGENERON PHARMACEUTICALS COM | 547 | $341,076 | 0.1% |
| 96 | IBMINTERNATIONAL BUSINESS MACHS COM | 1,175 | $330,422 | 0.1% |
| 97 | TJXTJX COS INC NEW COM | 2,160 | $327,240 | 0.1% |
| 98 | EPDENTERPRISE PRODS PARTNERS L P COM | 8,203 | $301,542 | 0.1% |
| 99 | TRVTRAVELERS COMPANIES INC COM | 856 | $282,583 | 0.1% |
| 100 | ELVELEVANCE HEALTH INC FORMERLY A COM | 725 | $280,379 | 0.1% |
Source: SEC Form 13F-HR, reporting period 2026-06-30. Values are the manager's filed June-30-style quarter-end marks, not live prices. Research, not investment advice.