Hudson Value Partners, LLC
Net seller this quarter
$399M
89
-$671K
39.9%
Holdings
| Company | Value | % of portfolio | % of company | POSITION CHANGE qoq % | First reported |
|---|---|---|---|---|---|
| Q2 2026 | |||||
 GOOGL | $25.7M | 6.45% | 0.00% | -2.7% | Q4 2020 |
 BRK.B | $23.5M | 5.90% | Not reported | +2.4% | Q4 2020 |
 GLW | $20.1M | 5.04% | 0.01% | -10.6% | Q4 2020 |
 AAPL | $17.9M | 4.49% | 0.00% | -2.5% | Q4 2020 |
 MSFT | $14.3M | 3.58% | 0.00% | +7.7% | Q4 2020 |
 DELL | $13M | 3.26% | 0.00% | -32.7% | Q1 2025 |
 ASML | $12.7M | 3.18% | 0.00% | -5.9% | Q3 2024 |
 ECG | $12.4M | 3.10% | 0.15% | -3.0% | Q4 2024 |
 JNJ | $9.83M | 2.47% | 0.00% | +8.5% | Q4 2020 |
 NVDA | $9.81M | 2.46% | 0.00% | +10.3% | Q1 2023 |
| GOOG | $8.99M | 2.26% | Not reported | -4.9% | Q4 2020 |
 V | $8.54M | 2.14% | 0.00% | +4.5% | Q4 2020 |
 TMO | $8.35M | 2.10% | 0.00% | +24.9% | Q2 2025 |
 MKL | $7.69M | 1.93% | 0.03% | +10.6% | Q4 2020 |
 AMGN | $7.67M | 1.92% | 0.00% | +4.2% | Q1 2023 |
 MDU | $7.38M | 1.85% | 0.17% | -0.8% | Q2 2023 |
 MRK | $7.38M | 1.85% | 0.00% | -3.0% | Q4 2020 |
 FNV | $7M | 1.76% | 0.02% | -0.9% | Q2 2023 |
 ESAB | $6.48M | 1.63% | 0.11% | +19.9% | Q3 2022 |
 COST | $6.42M | 1.61% | 0.00% | -1.6% | Q4 2020 |
 QCOM | $6.36M | 1.60% | 0.00% | +5.7% | Q4 2020 |
 AMD | $6.15M | 1.54% | 0.00% | -31.2% | Q2 2021 |
 OKE | $5.9M | 1.48% | 0.01% | +5.1% | Q4 2025 |
 DE | $5.79M | 1.45% | 0.00% | +9.3% | Q3 2022 |
 JPM | $5.73M | 1.44% | 0.00% | +8.8% | Q4 2020 |
 BLDR | $5.45M | 1.37% | 0.06% | +10.2% | Q2 2021 |
 BATRA | $5.45M | 1.37% | Not reported | +7.2% | Q1 2025 |
 AMTM | $5.17M | 1.30% | 0.10% | +22.7% | Q1 2025 |
 FNF | $4.74M | 1.19% | 0.04% | -2.8% | Q4 2020 |
 KNF | $4.65M | 1.17% | 0.10% | +0.2% | Q2 2023 |
 CP | $4.34M | 1.09% | 0.01% | +3.4% | Q3 2022 |
 MCD | $4.27M | 1.07% | 0.00% | +22.1% | Q4 2020 |
 AMZN | $3.99M | 1.00% | 0.00% | -5.0% | Q4 2020 |
 META | $3.85M | 0.97% | Not reported | -2.3% | Q2 2023 |
 CRWD | $3.82M | 0.96% | 0.00% | -0.4% | Q1 2023 |
 QXO | $3.73M | 0.94% | 0.03% | +87.6% | Q2 2025 |
 WMT | $3.6M | 0.90% | 0.00% | -0.7% | Q4 2020 |
 LLY | $3.1M | 0.78% | 0.00% | -0.5% | Q4 2020 |
 BABA | $2.82M | 0.71% | 0.00% | +24.3% | Q3 2025 |
 URI | $2.19M | 0.55% | 0.00% | -0.5% | Q4 2020 |
 FDX | $1.81M | 0.45% | 0.00% | +32.7% | Q4 2020 |
 NVT | $1.71M | 0.43% | 0.01% | -13.0% | Q2 2024 |
 SPY | $1.67M | 0.42% | Not reported | +0.7% | Q4 2020 |
 NOW | $1.63M | 0.41% | 0.00% | Not reported | Q2 2024 |
 MAR | $1.62M | 0.41% | 0.00% | -0.9% | Q4 2020 |
 EMR | $1.55M | 0.39% | 0.00% | -0.5% | Q1 2024 |
 UBER | $1.53M | 0.38% | 0.00% | -23.8% | Q4 2021 |
 CM | $1.37M | 0.34% | 0.00% | -5.4% | Q1 2025 |
 MLM | $1.31M | 0.33% | 0.00% | -0.2% | Q4 2020 |
 ET | $1.29M | 0.32% | 0.00% | -1.5% | Q3 2024 |
| Q1 2026 | |||||
| BRK.B | $22M | 6.56% | Not reported | +3.6% | Q4 2020 |
| GOOGL | $21.3M | 6.34% | 0.00% | +0.2% | Q4 2020 |
| AAPL | $16.1M | 4.80% | 0.00% | -1.5% | Q4 2020 |
| MSFT | $13.1M | 3.92% | 0.00% | +11.7% | Q4 2020 |
| GLW | $12M | 3.57% | 0.01% | -1.6% | Q4 2020 |
| ECG | $9.07M | 2.71% | 0.15% | -3.7% | Q4 2024 |
| ASML | $8.94M | 2.67% | 0.00% | -12.2% | Q3 2024 |
| JNJ | $8.72M | 2.60% | 0.00% | -1.1% | Q4 2020 |
| FNV | $8.37M | 2.50% | 0.02% | +5.2% | Q2 2023 |
| NVDA | $7.75M | 2.31% | 0.00% | -7.2% | Q1 2023 |
| GOOG | $7.68M | 2.29% | Not reported | -14.1% | Q4 2020 |
| DELL | $7.34M | 2.19% | 0.01% | +0.9% | Q1 2025 |
| MDU | $7.27M | 2.17% | 0.17% | +2.8% | Q2 2023 |
| V | $7.2M | 2.15% | 0.00% | +2.8% | Q4 2020 |
| AMGN | $7.15M | 2.13% | 0.00% | +0.9% | Q1 2023 |
| MRK | $7.12M | 2.13% | 0.00% | +1.5% | Q4 2020 |
| COST | $6.95M | 2.07% | 0.00% | -5.8% | Q4 2020 |
| MKL | $6.82M | 2.03% | 0.03% | +1.3% | Q4 2020 |
| TMO | $6.55M | 1.96% | 0.00% | +25.5% | Q2 2025 |
| OKE | $5.83M | 1.74% | 0.01% | +55.5% | Q4 2025 |
| AMTM | $5.32M | 1.59% | 0.08% | +8.5% | Q1 2025 |
| ESAB | $5.3M | 1.58% | 0.09% | +9.5% | Q3 2022 |
| FNF | $4.79M | 1.43% | 0.04% | -2.0% | Q4 2020 |
| JPM | $4.73M | 1.41% | 0.00% | +6.9% | Q4 2020 |
| DE | $4.71M | 1.40% | 0.00% | 0.0% | Q3 2022 |
| BLDR | $4.55M | 1.36% | 0.05% | -7.3% | Q2 2021 |
| KNF | $4.53M | 1.35% | 0.10% | +2.2% | Q2 2023 |
| BATRA | $4.25M | 1.27% | Not reported | -0.3% | Q1 2025 |
| QCOM | $4.19M | 1.25% | 0.00% | -1.0% | Q4 2020 |
| MCD | $4.02M | 1.20% | 0.00% | +0.2% | Q4 2020 |
| META | $4M | 1.19% | Not reported | +12.6% | Q2 2023 |
| WMT | $3.97M | 1.19% | 0.00% | -3.8% | Q4 2020 |
| CP | $3.8M | 1.13% | 0.01% | +0.2% | Q3 2022 |
| AMZN | $3.67M | 1.09% | 0.00% | -2.8% | Q4 2020 |
| AMD | $3.13M | 0.93% | 0.00% | +48.3% | Q2 2021 |
| BABA | $2.96M | 0.88% | 0.00% | +1.2% | Q3 2025 |
| LLY | $2.39M | 0.71% | 0.00% | -6.5% | Q4 2020 |
| QXO | $2.24M | 0.67% | 0.02% | +15.5% | Q2 2025 |
| UBER | $2M | 0.60% | 0.00% | +6.5% | Q4 2021 |
| CRWD | $1.96M | 0.58% | 0.00% | +6.4% | Q1 2023 |
 NFLX | $1.74M | 0.52% | 0.00% | Not reported | Q4 2020 |
| NOW | $1.72M | 0.51% | 0.00% | +142.4% | Q2 2024 |
| FDX | $1.55M | 0.46% | 0.00% | -0.6% | Q4 2020 |
| SPY | $1.45M | 0.43% | Not reported | -0.5% | Q4 2020 |
| MAR | $1.44M | 0.43% | 0.00% | -0.6% | Q4 2020 |
| EMR | $1.42M | 0.42% | 0.00% | -0.2% | Q1 2024 |
| URI | $1.42M | 0.42% | 0.00% | -10.0% | Q4 2020 |
 LDOS | $1.4M | 0.42% | 0.01% | New | Q1 2026 |
| NVT | $1.37M | 0.41% | 0.01% | -0.9% | Q2 2024 |
 KO | $1.37M | 0.41% | 0.00% | -1.3% | Q4 2020 |
| Q4 2025 | |||||
| GOOGL | $23.2M | 6.89% | 0.00% | -1.6% | Q4 2020 |
| BRK.B | $22.3M | 6.64% | Not reported | +3.0% | Q4 2020 |
| AAPL | $17.5M | 5.23% | 0.00% | -3.1% | Q4 2020 |
| MSFT | $15.4M | 4.60% | 0.00% | +1.9% | Q4 2020 |
| GOOG | $9.8M | 2.92% | Not reported | -3.6% | Q4 2020 |
| NVDA | $8.94M | 2.66% | 0.00% | -6.5% | Q1 2023 |
| ASML | $8.25M | 2.46% | 0.00% | +0.8% | Q3 2024 |
| V | $8.18M | 2.43% | 0.00% | -0.3% | Q4 2020 |
| GLW | $7.93M | 2.36% | 0.01% | +1.0% | Q4 2020 |
| MKL | $7.63M | 2.27% | 0.03% | +0.3% | Q4 2020 |
| JNJ | $7.46M | 2.22% | 0.00% | +3.3% | Q4 2020 |
| ECG | $6.98M | 2.08% | 0.16% | +0.8% | Q4 2024 |
| MDU | $6.72M | 2.00% | 0.17% | +0.6% | Q2 2023 |
| FNV | $6.7M | 2.00% | 0.02% | +0.7% | Q2 2023 |
| AMGN | $6.62M | 1.97% | 0.00% | +0.9% | Q1 2023 |
| COST | $6.41M | 1.91% | 0.00% | -9.8% | Q4 2020 |
| TMO | $6.19M | 1.84% | 0.00% | +0.1% | Q2 2025 |
| MRK | $6.18M | 1.84% | 0.00% | -0.8% | Q4 2020 |
| BLDR | $6.15M | 1.83% | 0.05% | +0.9% | Q2 2021 |
| FNF | $5.82M | 1.73% | 0.04% | +1.1% | Q4 2020 |
| QCOM | $5.71M | 1.70% | 0.00% | +1.7% | Q4 2020 |
| ESAB | $5.66M | 1.69% | 0.08% | +2.7% | Q3 2022 |
| DELL | $5.65M | 1.68% | 0.01% | +0.6% | Q1 2025 |
| AMTM | $5.5M | 1.64% | 0.08% | +1.2% | Q1 2025 |
| JPM | $4.86M | 1.45% | 0.00% | -2.4% | Q4 2020 |
| AMZN | $4.21M | 1.25% | 0.00% | -1.0% | Q4 2020 |
| META | $4.1M | 1.22% | Not reported | +66.7% | Q2 2023 |
| MCD | $3.97M | 1.18% | 0.00% | +1.9% | Q4 2020 |
| DE | $3.92M | 1.17% | 0.00% | +3.9% | Q3 2022 |
| KNF | $3.88M | 1.16% | 0.10% | +0.8% | Q2 2023 |
| BATRA | $3.85M | 1.15% | Not reported | +3.0% | Q1 2025 |
| WMT | $3.71M | 1.10% | 0.00% | +1.8% | Q4 2020 |
| CP | $3.59M | 1.07% | 0.01% | +4.4% | Q3 2022 |
| BABA | $3.44M | 1.02% | 0.00% | +58.7% | Q3 2025 |
| OKE | $3.06M | 0.91% | 0.01% | New | Q4 2025 |
| LLY | $3M | 0.89% | 0.00% | +0.4% | Q4 2020 |
| CRWD | $2.23M | 0.66% | 0.00% | -5.5% | Q1 2023 |
| AMD | $2.23M | 0.66% | 0.00% | +3.3% | Q2 2021 |
| UBER | $2.14M | 0.64% | 0.00% | -3.3% | Q4 2021 |
| QXO | $2.06M | 0.61% | 0.01% | -0.4% | Q2 2025 |
| URI | $1.76M | 0.52% | 0.00% | -3.1% | Q4 2020 |
| NFLX | $1.69M | 0.50% | 0.00% | -1.4% | Q4 2020 |
| SPY | $1.53M | 0.45% | Not reported | -9.9% | Q4 2020 |
| MLM | $1.48M | 0.44% | 0.00% | Not reported | Q4 2020 |
| EMR | $1.46M | 0.44% | 0.00% | Not reported | Q1 2024 |
| MAR | $1.38M | 0.41% | 0.00% | Not reported | Q4 2020 |
| GTLS | $1.38M | 0.41% | 0.01% | -0.7% | Q4 2024 |
 ABT | $1.36M | 0.40% | 0.00% | Not reported | Q4 2020 |
| KO | $1.27M | 0.38% | 0.00% | Not reported | Q4 2020 |
| FDX | $1.27M | 0.38% | 0.00% | -2.2% | Q4 2020 |
| Q3 2025 | |||||
| BRK.B | $21.6M | 6.70% | Not reported | -0.6% | Q4 2020 |
| GOOGL | $18.2M | 5.64% | 0.00% | -0.3% | Q4 2020 |
| AAPL | $16.9M | 5.23% | 0.00% | -1.5% | Q4 2020 |
| MSFT | $16.2M | 5.00% | 0.00% | +1.5% | Q4 2020 |
| NVDA | $9.56M | 2.96% | 0.00% | +2.5% | Q1 2023 |
| V | $7.93M | 2.46% | 0.00% | -0.5% | Q4 2020 |
| GOOG | $7.87M | 2.44% | Not reported | Not reported | Q4 2020 |
| COST | $7.6M | 2.35% | 0.00% | +1.3% | Q4 2020 |
| ASML | $7.39M | 2.29% | 0.00% | +0.9% | Q3 2024 |
| GLW | $7.26M | 2.25% | 0.01% | -18.9% | Q4 2020 |
| BLDR | $7.17M | 2.22% | 0.05% | -2.1% | Q2 2021 |
| FNV | $7.13M | 2.21% | 0.02% | +4.1% | Q2 2023 |
| ECG | $6.78M | 2.10% | 0.16% | -1.6% | Q4 2024 |
| MKL | $6.71M | 2.08% | 0.03% | +0.9% | Q4 2020 |
| JNJ | $6.47M | 2.00% | 0.00% | +3.5% | Q4 2020 |
| FNF | $6.31M | 1.95% | 0.04% | +15.3% | Q4 2020 |
| DELL | $6.25M | 1.93% | 0.01% | -0.3% | Q1 2025 |
| MDU | $6.04M | 1.87% | 0.17% | -2.9% | Q2 2023 |
| AMGN | $5.63M | 1.74% | 0.00% | +0.9% | Q1 2023 |
| ESAB | $5.45M | 1.69% | 0.08% | +6.6% | Q3 2022 |
| QCOM | $5.38M | 1.67% | 0.00% | -0.4% | Q4 2020 |
| TMO | $5.15M | 1.59% | 0.00% | +14.7% | Q2 2025 |
| MRK | $4.94M | 1.53% | 0.00% | -4.6% | Q4 2020 |
| JPM | $4.86M | 1.50% | 0.00% | -12.2% | Q4 2020 |
| AMTM | $4.45M | 1.38% | 0.08% | +0.1% | Q1 2025 |
| KNF | $4.15M | 1.28% | 0.10% | +1.9% | Q2 2023 |
| AMZN | $4.02M | 1.24% | 0.00% | -0.9% | Q4 2020 |
| BATRA | $4M | 1.24% | Not reported | 0.0% | Q1 2025 |
| MCD | $3.85M | 1.19% | 0.00% | -2.1% | Q4 2020 |
| DE | $3.68M | 1.14% | 0.00% | +18.3% | Q3 2022 |
| CP | $3.45M | 1.07% | 0.01% | -1.8% | Q3 2022 |
| WMT | $3.36M | 1.04% | 0.00% | -3.0% | Q4 2020 |
 ZBRA | $3.36M | 1.04% | 0.02% | -18.3% | Q4 2020 |
| META | $2.73M | 0.85% | Not reported | +11.4% | Q2 2023 |
| UBER | $2.64M | 0.82% | 0.00% | Not reported | Q4 2021 |
| BABA | $2.63M | 0.81% | 0.00% | New | Q3 2025 |
| CRWD | $2.45M | 0.76% | 0.00% | Not reported | Q1 2023 |
| NFLX | $2.2M | 0.68% | 0.00% | -0.7% | Q4 2020 |
| URI | $2.13M | 0.66% | 0.00% | Not reported | Q4 2020 |
| LLY | $2.11M | 0.65% | 0.00% | +13.1% | Q4 2020 |
| QXO | $1.91M | 0.59% | 0.01% | +32.5% | Q2 2025 |
| SPY | $1.65M | 0.51% | Not reported | -4.1% | Q4 2020 |
| AMD | $1.63M | 0.50% | 0.00% | -10.4% | Q2 2021 |
| MLM | $1.48M | 0.46% | 0.00% | -1.3% | Q4 2020 |
| ABT | $1.45M | 0.45% | 0.00% | Not reported | Q4 2020 |
| EMR | $1.43M | 0.44% | 0.00% | Not reported | Q1 2024 |
| GTLS | $1.35M | 0.42% | 0.02% | Not reported | Q4 2024 |
 HD | $1.34M | 0.41% | 0.00% | -40.3% | Q4 2020 |
| NOW | $1.25M | 0.39% | 0.00% | Not reported | Q2 2024 |
| KO | $1.21M | 0.37% | 0.00% | Not reported | Q4 2020 |