Universe · entity
Hudson Value Partners, LLC
Institutional manager (13F) · CIK 1840501
13F holdings · as of 2026-03-31 · top 50 · reported portfolio $300M
| # | Issuer | Value | Shares |
|---|---|---|---|
| 1 | BERKSHIRE HATHAWAY INC DEL CL B NEW | $22M | 45,873 |
| 2 | ALPHABET INC CAP STK CL A | $21M | 73,922 |
| 3 | APPLE INC COM | $16M | 63,367 |
| 4 | MICROSOFT CORP COM | $13M | 35,487 |
| 5 | CORNING INC COM | $12M | 87,965 |
| 6 | EVERUS CONSTR GROUP COM | $9M | 76,815 |
| 7 | ASML HLDG NV N Y REGISTRY SHS | $9M | 6,765 |
| 8 | JOHNSON & JOHNSON COM | $9M | 35,653 |
| 9 | FRANCO NEV CORP COM | $8M | 33,878 |
| 10 | NVIDIA CORPORATION COM | $8M | 44,430 |
| 11 | ALPHABET INC CAP STK CL C | $8M | 26,768 |
| 12 | DELL TECHNOLOGIES INC CL C | $7M | 44,709 |
| 13 | VANGUARD TOTAL STOCK MARKET ETF | $7M | 22,742 |
| 14 | MDU RES GROUP INC COM | $7M | 350,713 |
| 15 | VISA INC COM CL A | $7M | 23,821 |
| 16 | AMGEN INC COM | $7M | 20,322 |
| 17 | MERCK & CO INC COM | $7M | 59,197 |
| 18 | COSTCO WHOLESALE CORPORATION COM | $7M | 6,978 |
| 19 | MARKEL GROUP INC COM | $7M | 3,562 |
| 20 | THERMO FISHER SCIENTIFIC INC COM | $7M | 13,336 |
| 21 | ONEOK INC NEW COM | $6M | 64,551 |
| 22 | AMENTUM HOLDINGS INC COM | $5M | 203,910 |
| 23 | ESAB CORPORATION COM | $5M | 54,814 |
| 24 | FIDELITY NATL FINL INC COM SHS | $5M | 103,338 |
| 25 | JPMORGAN CHASE & CO COM | $5M | 16,083 |
| 26 | DEERE & CO COM | $5M | 8,357 |
| 27 | BUILDERS FIRSTSOURCE INC COM | $5M | 55,284 |
| 28 | KNIFE RIVER CORP COMMON STOCK | $5M | 55,524 |
| 29 | ATLANTA BRAVES HLDGS INC COM SER A | $4M | 90,177 |
| 30 | QUALCOMM INC COM | $4M | 32,554 |
| 31 | MCDONALDS CORP COM | $4M | 12,928 |
| 32 | META PLATFORMS INC CL A | $4M | 6,987 |
| 33 | WALMART INC COM | $4M | 31,970 |
| 34 | CANADIAN PACIFIC KANSAS CITY COM | $4M | 48,390 |
| 35 | AMAZON COM INC COM | $4M | 17,608 |
| 36 | ADVANCED MICRO DEVICES INC COM | $3M | 15,393 |
| 37 | STATE STREET TECHNOLOGY SELECT SECTOR SPDR ETF | $3M | 23,350 |
| 38 | ALIBABA GROUP HLDG LTD SPONSORED ADS | $3M | 23,613 |
| 39 | STATE STREET COMMUNICATION SERVICES SELECT SECTOR SPDR ETF | $3M | 25,783 |
| 40 | ELI LILLY & CO COM | $2M | 2,601 |
| 41 | GOLDMAN SACHS HEDGE INDUSTRY VIP ETF | $2M | 16,151 |
| 42 | DIMENSIONAL US SMALL CAP VALUE ETF | $2M | 66,770 |
| 43 | QXO INC COM NEW | $2M | 115,142 |
| 44 | UBER TECHNOLOGIES INC COM | $2M | 27,786 |
| 45 | CROWDSTRIKE HLDGS INC CL A | $2M | 5,020 |
| 46 | NETFLIX INC. COM | $2M | 18,060 |
| 47 | SERVICENOW INC COM | $2M | 16,420 |
| 48 | FEDEX CORP COM | $2M | 4,354 |
| 49 | STATE STREET SPDR S&P 500 ETF | $1M | 2,224 |
| 50 | MARRIOTT INTL INC NEW CL A | $1M | 4,400 |
Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.