Hudson Value Partners, LLC 13F Holdings · Q2 2026
Hudson Value Partners, LLC reported 108 securities worth $398.50M in its SEC 13F filing for Q2 2026 (period ended 2026-06-30). Top holdings: GOOGL (6.45%), BRKB (5.90%), GLW (5.04%). Among its top 25 positions this quarter: 13 added, 12 trimmed.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | GOOGL | ALPHABET INC CAP STK CL A | $25.7M | 6.45% | 71,952 | Trimmed |
| 2 | BRKB | BERKSHIRE HATHAWAY INC DEL CL B NEW | $23.5M | 5.90% | 46,971 | Added |
| 3 | GLW | CORNING INC COM | $20.1M | 5.04% | 78,634 | Trimmed |
| 4 | AAPL | APPLE INC COM | $17.9M | 4.49% | 61,779 | Trimmed |
| 5 | MSFT | MICROSOFT CORP COM | $14.3M | 3.58% | 38,209 | Added |
| 6 | DELL | DELL TECHNOLOGIES INC CL C | $13.0M | 3.26% | 30,104 | Trimmed |
| 7 | ASML | ASML HLDG NV N Y REGISTRY SHS | $12.7M | 3.18% | 6,367 | Trimmed |
| 8 | ECG | EVERUS CONSTR GROUP COM | $12.4M | 3.10% | 74,538 | Trimmed |
| 9 | VTI | VANGUARD TOTAL STOCK MARKET ETF | $10.0M | 2.52% | 27,116 | Added |
| 10 | JNJ | JOHNSON & JOHNSON COM | $9.8M | 2.47% | 38,698 | Added |
| 11 | NVDA | NVIDIA CORPORATION COM | $9.8M | 2.46% | 49,009 | Added |
| 12 | GOOG | ALPHABET INC CAP STK CL C | $9.0M | 2.26% | 25,451 | Trimmed |
| 13 | V | VISA INC COM CL A | $8.5M | 2.14% | 24,902 | Added |
| 14 | TMO | THERMO FISHER SCIENTIFIC INC COM | $8.3M | 2.10% | 16,653 | Added |
| 15 | MKL | MARKEL GROUP INC COM | $7.7M | 1.93% | 3,940 | Added |
| 16 | AMGN | AMGEN INC COM | $7.7M | 1.92% | 21,171 | Added |
| 17 | MDU | MDU RES GROUP INC COM | $7.4M | 1.85% | 348,073 | Trimmed |
| 18 | MRK | MERCK & CO INC COM | $7.4M | 1.85% | 57,439 | Trimmed |
| 19 | FNV | FRANCO NEV CORP COM | $7.0M | 1.76% | 33,589 | Trimmed |
| 20 | ESAB | ESAB CORPORATION COM | $6.5M | 1.63% | 65,729 | Added |
| 21 | COST | COSTCO WHOLESALE CORPORATION COM | $6.4M | 1.61% | 6,866 | Trimmed |
| 22 | QCOM | QUALCOMM INC COM | $6.4M | 1.60% | 34,418 | Added |
| 23 | AMD | ADVANCED MICRO DEVICES INC COM | $6.2M | 1.54% | 10,591 | Trimmed |
| 24 | OKE | ONEOK INC NEW COM | $5.9M | 1.48% | 67,843 | Added |
| 25 | DE | DEERE & CO COM | $5.8M | 1.45% | 9,130 | Added |
Source: SEC Form 13F filings · as of 2026-06-30
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR