Hudson Value Partners, LLC Q1 2025 Filing
Filed April 22, 2025
Portfolio Value
$266.1B
Holdings
100
Report Date
Q1 2025
Filing Type
13F-HR
All Holdings (100 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | BRK/BBERKSHIRE HATHAWAY INC DEL CL B NEW | 42,416 | $22.6B | 8.49% | |
| 2 | AAPLAPPLE INC COM | 69,639 | $15.5B | 5.81% | |
| 3 | MSFTMICROSOFT CORP COM | 32,390 | $12.2B | 4.57% | |
| 4 | GOOGLALPHABET INC CAP STK CL A | 74,229 | $11.5B | 4.31% | |
| 5 | COSTCOSTCO WHSL CORP NEW COM | 9,257 | $8.8B | 3.29% | |
| 6 | VVISA INC COM CL A | 23,123 | $8.1B | 3.05% | |
| 7 | MRKMERCK & CO INC COM | 83,311 | $7.5B | 2.81% | |
| 8 | BLDRBUILDERS FIRSTSOURCE INC COM | 59,031 | $7.4B | 2.77% | |
| 9 | VTIVANGUARD TOTAL STOCK MARKET ETF | 24,326 | $6.7B | 2.51% | |
| 10 | JNJJOHNSON & JOHNSON COM | 38,324 | $6.4B | 2.39% | |
| 11 | MKLMARKEL GROUP INC COM | 3,288 | $6.1B | 2.31% | |
| 12 | MDUMDU RES GROUP INC COM | 343,429 | $5.8B | 2.18% | |
| 13 | FNFFIDELITY NATIONAL FINANCIAL IN FNF GROUP COM | 89,064 | $5.8B | 2.18% | |
| 14 | ESABESAB CORPORATION COM | 44,704 | $5.2B | 1.96% | |
| 15 | QCOMQUALCOMM INC COM | 33,318 | $5.1B | 1.92% | |
| 16 | GOOGALPHABET INC CAP STK CL C | 32,653 | $5.1B | 1.92% | |
| 17 | NVDANVIDIA CORPORATION COM | 45,953 | $5.0B | 1.87% | |
| 18 | GLWCORNING INC COM | 108,544 | $5.0B | 1.87% | |
| 19 | FNVFRANCO NEV CORP COM | 31,518 | $5.0B | 1.87% | |
| 20 | AMGNAMGEN INC COM | 15,772 | $4.9B | 1.85% | |
| 21 | KNFKNIFE RIVER CORP COMMON STOCK | 52,689 | $4.8B | 1.79% | |
| 22 | DELLDELL TECHNOLOGIES INC CL C | 44,869 | $4.1B | 1.54% | |
| 23 | MCDMCDONALDS CORP COM | 12,737 | $4.0B | 1.50% | |
| 24 | BATRAATLANTA BRAVES HLDGS INC COM SER A | 87,305 | $3.8B | 1.44% | |
| 25 | ZBRAZEBRA TECHNOLOGIES CORPORATION CL A | 13,340 | $3.8B | 1.42% | |
| 26 | JPMJPMORGAN CHASE & CO. COM | 15,347 | $3.8B | 1.41% | |
| 27 | ASMLASML HOLDING N V N Y REGISTRY SHS | 5,623 | $3.7B | 1.40% | |
| 28 | AMTMAMENTUM HOLDINGS INC COM | 188,283 | $3.4B | 1.29% | |
| 29 | AMZNAMAZON COM INC COM | 17,953 | $3.4B | 1.28% | |
| 30 | WMTWALMART INC COM | 37,780 | $3.3B | 1.25% | |
| 31 | DEDEERE & CO COM | 6,557 | $3.1B | 1.16% | |
| 32 | ECGEVERUS CONSTR GROUP COM | 79,014 | $2.9B | 1.10% | |
| 33 | CPCANADIAN PACIFIC KANSAS CITY COM | 41,561 | $2.9B | 1.10% | |
| 34 | HDHOME DEPOT INC COM | 7,711 | $2.8B | 1.06% | |
| 35 | XLKTECHNOLOGY SELECT SECTOR SPDR FUND | 13,562 | $2.8B | 1.05% | |
| 36 | LLYELI LILLY & CO COM | 2,474 | $2.0B | 0.77% | |
| 37 | CRWDCROWDSTRIKE HLDGS INC CL A | 5,520 | $1.9B | 0.73% | |
| 38 | UBERUBER TECHNOLOGIES INC COM | 26,585 | $1.9B | 0.73% | |
| 39 | NFLXNETFLIX INC COM | 1,971 | $1.8B | 0.69% | |
| 40 | VBRVANGUARD SMALL CAP VALUE ETF | 9,672 | $1.8B | 0.68% | |
| 41 | METAMETA PLATFORMS INC CL A | 2,639 | $1.5B | 0.57% | |
| 42 | ABTABBOTT LABS COM | 10,789 | $1.4B | 0.54% | |
| 43 | SPYSPDR S&P 500 ETF TRUST | 2,540 | $1.4B | 0.53% | |
| 44 | URIUNITED RENTALS INC COM | 2,228 | $1.4B | 0.52% | |
| 45 | VHTVANGUARD HEALTH CARE ETF | 5,054 | $1.3B | 0.50% | |
| 46 | KOCOCA COLA CO COM | 18,466 | $1.3B | 0.50% | |
| 47 | BKNGBOOKING HOLDINGS INC COM | 281 | $1.3B | 0.49% | |
| 48 | RIORIO TINTO PLC SPONSORED ADR | 20,884 | $1.3B | 0.47% | |
| 49 | GVIPGOLDMAN SACHS HEDGE INDUSTRY VIP ETF | 10,439 | $1.2B | 0.46% | |
| 50 | ETENERGY TRANSFER L P COM UT LTD PTN | 64,775 | $1.2B | 0.45% | |
| 51 | EMREMERSON ELEC CO COM | 10,865 | $1.2B | 0.45% | |
| 52 | XLCCOMMUNICATION SERVICES SELECT SECTOR SPDR FUND | 12,140 | $1.2B | 0.44% | |
| 53 | AMDADVANCED MICRO DEVICES INC COM | 11,215 | $1.2B | 0.43% | |
| 54 | MLMMARTIN MARIETTA MATLS INC COM | 2,385 | $1.1B | 0.43% | |
| 55 | FDXFEDEX CORP COM | 4,481 | $1.1B | 0.41% | |
| 56 | NOWSERVICENOW INC COM | 1,355 | $1.1B | 0.41% | |
| 57 | MARMARRIOTT INTL INC NEW CL A | 4,425 | $1.1B | 0.40% | |
| 58 | DHRDANAHER CORPORATION COM | 4,977 | $1.0B | 0.38% | |
| 59 | GTLSCHART INDS INC COM | 6,740 | $973.0M | 0.37% | |
| 60 | ADPAUTOMATIC DATA PROCESSING INC COM | 3,050 | $931.9M | 0.35% | |
| 61 | DISDISNEY WALT CO COM | 9,290 | $916.9M | 0.34% | |
| 62 | KKRKKR & CO INC COM | 7,835 | $905.8M | 0.34% | |
| 63 | PEPPEPSICO INC COM | 5,470 | $820.2M | 0.31% | |
| 64 | XLIINDUSTRIAL SELECT SECTOR SPDR FUND | 6,030 | $790.4M | 0.30% | |
| 65 | VOOVANGUARD S&P 500 ETF | 1,537 | $789.9M | 0.30% | |
| 66 | NDQINVESCO QQQ TRUST SERIES I | 1,647 | $772.3M | 0.29% | |
| 67 | XOMEXXON MOBIL CORP COM | 6,395 | $760.6M | 0.29% | |
| 68 | CVXCHEVRON CORP NEW COM | 4,493 | $751.6M | 0.28% | |
| 69 | NCDLNUVEEN CHURCHILL DIRECT LENDIN COM SHS | 42,954 | $729.4M | 0.27% | |
| 70 | CMCANADIAN IMPERIAL BK COMM COM | 12,582 | $708.4M | 0.27% | |
| 71 | NVTNVENT ELECTRIC PLC SHS | 13,175 | $690.6M | 0.26% | |
| 72 | SMHVANECK SEMICONDUCTOR ETF | 3,184 | $673.4M | 0.25% | |
| 73 | DC4DEXCOM INC COM | 9,520 | $650.1M | 0.24% | |
| 74 | TSLATESLA INC COM | 2,475 | $641.6M | 0.24% | |
| 75 | RSPINVESCO S&P 500 EQUAL WEIGHT ETF | 3,668 | $635.4M | 0.24% | |
| 76 | IAIISHARES U.S. BROKER-DEALERS & SECURITIES EXCHANGES ETF | 4,490 | $629.1M | 0.24% | |
| 77 | DUKDUKE ENERGY CORP NEW COM NEW | 5,040 | $614.7M | 0.23% | |
| 78 | XLEENERGY SELECT SECTOR SPDR FUND | 5,980 | $558.8M | 0.21% | |
| 79 | BITBBITWISE BITCOIN ETF TRUST | 12,280 | $551.1M | 0.21% | |
| 80 | AVGOBROADCOM INC COM | 3,070 | $514.0M | 0.19% | |
| 81 | BABOEING CO COM | 2,820 | $481.0M | 0.18% | |
| 82 | ZSZSCALER INC COM | 2,412 | $478.6M | 0.18% | |
| 83 | GDXVANECK GOLD MINERS ETF | 10,406 | $478.4M | 0.18% | |
| 84 | PGPROCTER AND GAMBLE CO COM | 2,550 | $434.6M | 0.16% | |
| 85 | WTMWHITE MTNS INS GROUP LTD COM | 206 | $396.7M | 0.15% | |
| 86 | AZTAAZENTA INC COM | 9,730 | $337.0M | 0.13% | |
| 87 | EPDENTERPRISE PRODS PARTNERS L P COM | 9,433 | $322.0M | 0.12% | |
| 88 | PPGPPG INDS INC COM | 2,884 | $315.4M | 0.12% | |
| 89 | IBMINTERNATIONAL BUSINESS MACHS COM | 1,186 | $294.9M | 0.11% | |
| 90 | IBKRINTERACTIVE BROKERS GROUP INC COM CL A | 1,779 | $294.6M | 0.11% | |
| 91 | DTMDT MIDSTREAM INC COMMON STOCK | 2,901 | $279.9M | 0.11% | |
| 92 | HACKAMPLIFY CYBERSECURITY ETF | 3,800 | $272.8M | 0.10% | |
| 93 | PHPARKER-HANNIFIN CORP COM | 431 | $262.0M | 0.10% | |
| 94 | TJXTJX COS INC NEW COM | 1,932 | $235.3M | 0.09% | |
| 95 | ABBVABBVIE INC COM | 1,012 | $212.0M | 0.08% | |
| 96 | STEWSRH TOTAL RETURN FUND INC COM | 12,208 | $210.6M | 0.08% | |
| 97 | SNAPSNAP INC CL A | 24,169 | $210.5M | 0.08% | |
| 98 | EMXCISHARES MSCI EMERGING MARKETS EX CHINA ETF | 3,800 | $209.3M | 0.08% | |
| 99 | BXSLBLACKSTONE SECD LENDING FD COMMON STOCK | 6,386 | $206.7M | 0.08% | |
| 100 | NSCNORFOLK SOUTHN CORP COM | 850 | $201.3M | 0.08% |