Hudson Value Partners, LLC 13F Portfolio
| Entity | Category | QoQ AUM Change | AUM (13F) | # of Holdings | Performance Rank | Equities Trend |
|---|---|---|---|---|---|---|
HV Hudson Value Partners, LLC | Institutional Filer | ▼ 0.27% | $334.9M | 100 |
Current Portfolio Holdings
Showing all 100 reported positions by value
| # | Stock | Company Name | Sector | Shares Held | Market Value | % of Portfolio |
|---|---|---|---|---|---|---|
| 1 | BRKB | BERKSHIRE HATHAWAY INC DEL CL B NEW | — | 46K | $22.0M | 6.56% |
| 2 | GOOGL | Alphabet Inc. | Technology | 74K | $21.3M | 6.35% |
| 3 | AAPL | Apple Inc. | Technology | 63K | $16.1M | 4.80% |
| 4 | MSFT | Microsoft Corporation | Technology | 35K | $13.1M | 3.92% |
| 5 | GLW | Corning Incorporated | Technology | 88K | $12.0M | 3.57% |
| 6 | ECG | Everus Construction Group, Inc. | Industrials | 77K | $9.1M | 2.71% |
| 7 | ASML | ASML Holding N.V. | Technology | 7K | $8.9M | 2.67% |
| 8 | JNJ | Johnson & Johnson | Healthcare | 36K | $8.7M | 2.60% |
| 9 | FNV | Franco-Nevada Corporation | Basic Materials | 34K | $8.4M | 2.50% |
| 10 | NVDA | NVIDIA Corporation | Technology | 44K | $7.7M | 2.31% |
| 11 | GOOG | Alphabet Inc. | Technology | 27K | $7.7M | 2.29% |
| 12 | DELL | Dell Technologies Inc. | Technology | 45K | $7.3M | 2.19% |
| 13 | VTI | VANGUARD TOTAL STOCK MARKET ETF | — | 23K | $7.3M | 2.18% |
| 14 | MDU | MDU Resources Group, Inc. | Industrials | 351K | $7.3M | 2.17% |
| 15 | V | Visa Inc. | Financial Services | 24K | $7.2M | 2.15% |
Showing 1 to 15 of 100 holdings