Hudson Value Partners, LLC Q2 2025 Filing
Filed July 18, 2025
Portfolio Value
$289.8B
Holdings
109
Report Date
Q2 2025
Filing Type
13F-HR
All Holdings (109 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | BRK/BBERKSHIRE HATHAWAY INC DEL CL B NEW | 43,260 | $21.0B | 7.25% | |
| 2 | MSFTMICROSOFT CORP COM | 30,736 | $15.3B | 5.27% | |
| 3 | AAPLAPPLE INC COM | 67,378 | $13.8B | 4.77% | |
| 4 | GOOGLALPHABET INC CAP STK CL A | 75,230 | $13.3B | 4.57% | |
| 5 | VVISA INC COM CL A | 23,344 | $8.3B | 2.86% | |
| 6 | COSTCOSTCO WHSL CORP NEW COM | 8,109 | $8.0B | 2.77% | |
| 7 | NVDANVIDIA CORPORATION COM | 49,969 | $7.9B | 2.72% | |
| 8 | BLDRBUILDERS FIRSTSOURCE INC COM | 60,386 | $7.0B | 2.43% | |
| 9 | MKLMARKEL GROUP INC COM | 3,476 | $6.9B | 2.40% | |
| 10 | ASMLASML HOLDING N V N Y REGISTRY SHS | 7,569 | $6.1B | 2.09% | |
| 11 | MDUMDU RES GROUP INC COM | 349,122 | $5.8B | 2.01% | |
| 12 | GLWCORNING INC COM | 109,209 | $5.7B | 1.98% | |
| 13 | GOOGALPHABET INC CAP STK CL C | 32,311 | $5.7B | 1.98% | |
| 14 | AMGNAMGEN INC COM | 19,799 | $5.5B | 1.91% | |
| 15 | ESABESAB CORPORATION COM | 45,737 | $5.5B | 1.90% | |
| 16 | DELLDELL TECHNOLOGIES INC CL C | 44,200 | $5.4B | 1.87% | |
| 17 | VTIVANGUARD TOTAL STOCK MARKET ETF | 17,730 | $5.4B | 1.86% | |
| 18 | QCOMQUALCOMM INC COM | 32,446 | $5.2B | 1.78% | |
| 19 | JNJJOHNSON & JOHNSON COM | 33,722 | $5.2B | 1.78% | |
| 20 | ECGEVERUS CONSTR GROUP COM | 80,361 | $5.1B | 1.76% | |
| 21 | JPMJPMORGAN CHASE & CO. COM | 17,557 | $5.1B | 1.76% | |
| 22 | FNFFIDELITY NATIONAL FINANCIAL IN COM SHS | 90,430 | $5.1B | 1.75% | |
| 23 | FNVFRANCO NEV CORP COM | 30,732 | $5.0B | 1.74% | |
| 24 | MRKMERCK & CO INC COM | 61,683 | $4.9B | 1.68% | |
| 25 | AMTMAMENTUM HOLDINGS INC COM | 185,701 | $4.4B | 1.51% | |
| 26 | BATRAATLANTA BRAVES HLDGS INC COM SER A | 87,901 | $4.3B | 1.49% | |
| 27 | KNFKNIFE RIVER CORP COMMON STOCK | 52,943 | $4.3B | 1.49% | |
| 28 | ZBRAZEBRA TECHNOLOGIES CORPORATION CL A | 13,831 | $4.3B | 1.47% | |
| 29 | AMZNAMAZON COM INC COM | 18,469 | $4.1B | 1.40% | |
| 30 | MCDMCDONALDS CORP COM | 12,936 | $3.8B | 1.30% | |
| 31 | TMOTHERMO FISHER SCIENTIFIC INC COM | 9,258 | $3.8B | 1.30% | |
| 32 | CPCANADIAN PACIFIC KANSAS CITY COM | 47,116 | $3.7B | 1.29% | |
| 33 | DEDEERE & CO COM | 6,800 | $3.5B | 1.19% | |
| 34 | WMTWALMART INC COM | 33,644 | $3.3B | 1.14% | |
| 35 | XLKTECHNOLOGY SELECT SECTOR SPDR FUND | 12,287 | $3.1B | 1.07% | |
| 36 | CRWDCROWDSTRIKE HLDGS INC CL A | 4,995 | $2.5B | 0.88% | |
| 37 | UBERUBER TECHNOLOGIES INC COM | 26,983 | $2.5B | 0.87% | |
| 38 | NFLXNETFLIX INC COM | 1,843 | $2.5B | 0.85% | |
| 39 | METAMETA PLATFORMS INC CL A | 3,343 | $2.5B | 0.85% | |
| 40 | XLCCOMMUNICATION SERVICES SELECT SECTOR SPDR FUND | 19,847 | $2.2B | 0.74% | |
| 41 | HDHOME DEPOT INC COM | 5,535 | $2.0B | 0.70% | |
| 42 | LLYELI LILLY & CO COM | 2,449 | $1.9B | 0.66% | |
| 43 | GVIPGOLDMAN SACHS HEDGE INDUSTRY VIP ETF | 13,264 | $1.8B | 0.63% | |
| 44 | URIUNITED RENTALS INC COM | 2,228 | $1.7B | 0.58% | |
| 45 | QXOQXO INC COM NEW | 75,560 | $1.6B | 0.56% | |
| 46 | SPYSPDR S&P 500 ETF TRUST | 2,585 | $1.6B | 0.55% | |
| 47 | AMDADVANCED MICRO DEVICES INC COM | 11,215 | $1.6B | 0.55% | |
| 48 | BKNGBOOKING HOLDINGS INC COM | 266 | $1.5B | 0.53% | |
| 49 | ABTABBOTT LABS COM | 10,789 | $1.5B | 0.51% | |
| 50 | EMREMERSON ELEC CO COM | 10,865 | $1.4B | 0.50% | |
| 51 | NOWSERVICENOW INC COM | 1,355 | $1.4B | 0.48% | |
| 52 | MLMMARTIN MARIETTA MATLS INC COM | 2,380 | $1.3B | 0.45% | |
| 53 | KOCOCA COLA CO COM | 18,191 | $1.3B | 0.44% | |
| 54 | MARMARRIOTT INTL INC NEW CL A | 4,425 | $1.2B | 0.42% | |
| 55 | VHTVANGUARD HEALTH CARE ETF | 4,786 | $1.2B | 0.41% | |
| 56 | ETENERGY TRANSFER L P COM UT LTD PTN | 64,775 | $1.2B | 0.41% | |
| 57 | GTLSCHART INDS INC COM | 6,740 | $1.1B | 0.38% | |
| 58 | KKRKKR & CO INC COM | 7,835 | $1.0B | 0.36% | |
| 59 | FDXFEDEX CORP COM | 4,481 | $1.0B | 0.35% | |
| 60 | DISDISNEY WALT CO COM | 8,042 | $997.3M | 0.34% | |
| 61 | ADPAUTOMATIC DATA PROCESSING INC COM | 3,050 | $940.6M | 0.32% | |
| 62 | NDQINVESCO QQQ TRUST SERIES I | 1,676 | $924.5M | 0.32% | |
| 63 | CMCANADIAN IMPERIAL BK COMM COM | 12,582 | $891.2M | 0.31% | |
| 64 | SMHVANECK SEMICONDUCTOR ETF | 3,082 | $859.6M | 0.30% | |
| 65 | NVTNVENT ELECTRIC PLC SHS | 11,675 | $855.2M | 0.30% | |
| 66 | EWZISHARES MSCI BRAZIL ETF | 29,528 | $851.9M | 0.29% | |
| 67 | XLIINDUSTRIAL SELECT SECTOR SPDR FUND | 5,724 | $844.4M | 0.29% | |
| 68 | AVGOBROADCOM INC COM | 3,050 | $840.7M | 0.29% | |
| 69 | ZSZSCALER INC COM | 2,424 | $761.0M | 0.26% | |
| 70 | IAIISHARES U.S. BROKER-DEALERS & SECURITIES EXCHANGES ETF | 4,446 | $752.0M | 0.26% | |
| 71 | DHRDANAHER CORPORATION COM | 3,635 | $718.1M | 0.25% | |
| 72 | BITBBITWISE BITCOIN ETF TRUST | 11,893 | $696.8M | 0.24% | |
| 73 | DC4DEXCOM INC COM | 7,980 | $696.6M | 0.24% | |
| 74 | NCDLNUVEEN CHURCHILL DIRECT LENDIN COM SHS | 42,954 | $695.4M | 0.24% | |
| 75 | MUMICRON TECHNOLOGY INC COM | 5,595 | $689.6M | 0.24% | |
| 76 | XOMEXXON MOBIL CORP COM | 6,395 | $689.4M | 0.24% | |
| 77 | GDXVANECK GOLD MINERS ETF | 13,001 | $676.8M | 0.23% | |
| 78 | RSPINVESCO S&P 500 EQUAL WEIGHT ETF | 3,670 | $667.0M | 0.23% | |
| 79 | PEPPEPSICO INC COM | 4,820 | $636.4M | 0.22% | |
| 80 | DUKDUKE ENERGY CORP NEW COM NEW | 5,040 | $594.7M | 0.21% | |
| 81 | BABOEING CO COM | 2,820 | $590.9M | 0.20% | |
| 82 | CVXCHEVRON CORP NEW COM | 3,565 | $510.5M | 0.18% | |
| 83 | ABNBAIRBNB INC COM CL A | 3,711 | $491.1M | 0.17% | |
| 84 | XLEENERGY SELECT SECTOR SPDR FUND | 5,735 | $486.4M | 0.17% | |
| 85 | SNAPSNAP INC CL A | 52,956 | $460.2M | 0.16% | |
| 86 | VOOVANGUARD S&P 500 ETF | 796 | $452.2M | 0.16% | |
| 87 | CNRCORE NATURAL RESOURCES INC COM SHS | 6,434 | $448.7M | 0.15% | |
| 88 | PGPROCTER AND GAMBLE CO COM | 2,550 | $406.3M | 0.14% | |
| 89 | REGNREGENERON PHARMACEUTICALS COM | 759 | $398.5M | 0.14% | |
| 90 | WTMWHITE MTNS INS GROUP LTD COM | 206 | $369.9M | 0.13% | |
| 91 | IBMINTERNATIONAL BUSINESS MACHS COM | 1,185 | $349.3M | 0.12% | |
| 92 | HACKAMPLIFY CYBERSECURITY ETF | 3,800 | $328.2M | 0.11% | |
| 93 | PPGPPG INDS INC COM | 2,814 | $320.1M | 0.11% | |
| 94 | PHPARKER-HANNIFIN CORP COM | 431 | $301.0M | 0.10% | |
| 95 | EPDENTERPRISE PRODS PARTNERS L P COM | 9,433 | $292.5M | 0.10% | |
| 96 | AZTAAZENTA INC COM | 7,870 | $242.2M | 0.08% | |
| 97 | EMXCISHARES MSCI EMERGING MARKETS EX CHINA ETF | 3,800 | $239.9M | 0.08% | |
| 98 | TSLATESLA INC COM | 753 | $239.1M | 0.08% | |
| 99 | TJXTJX COS INC NEW COM | 1,932 | $238.6M | 0.08% | |
| 100 | NVDANVIDIA CORPORATION COM | 1,500 | $237.0M | 0.08% | Call |
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