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Disclosery

13F-HR filed by Hudson Value Partners, LLC

Hudson Value Partners, LLC filed this 13F-HR for the quarter ended 2024-03-31, filed 2024-05-08, with 94 holding rows worth $235,405,495.

Accession
0001840501-24-000003
Filer
CIK 1840501
Filed
2024-05-08
Accepted by EDGAR
acceptance time not in the bulk data set
Ingested
Source
SEC quarterly data set

Original filing

13F report for Q1 2024

A holdings report, 94 entries on the cover page, a total value of $235,405,495 stated on the cover page (in dollars after the unit check, H1), rows summing to $235,405,495 with VALUE read as dollars as filed, 13F file number 028-21041. The quarter's positions are built on this report. The resolved quarter.

The information table after summing rows of one CUSIP and put or call (H4), with the CUSIP and issuer name as filed. Values in dollars after the unit check (method).

Issuer as filedCUSIPClassAmountValueValue read asType
Berkshire Hathaway Inc084670702COM39,403$16,569,753dollars as filed
BUILDERS FIRSTSOURCE INC COM12008R107Stock55,654$11,606,642dollars as filed
Apple Inc037833100COM63,457$10,881,524dollars as filed
Microsoft Corp594918104COM24,963$10,502,433dollars as filed
Alphabet Inc. Reg. Shares A02079K305COM56,463$8,521,961dollars as filed
Johnson & Johnson478160104COM39,388$6,230,788dollars as filed
Merck & Co.,Inc.58933Y105COM44,436$5,863,330dollars as filed
Visa Inc92826C839COM20,729$5,785,049dollars as filed
Chevron Corporation166764100COM36,394$5,740,790dollars as filed
Danaher Corporation235851102COM22,909$5,720,835dollars as filed
Costco Wholesale Corporation22160K105COM7,509$5,501,319dollars as filed
Qualcomm Incorporated747525103COM31,426$5,320,422dollars as filed
MDU RES GROUP INC552690109COM210,808$5,312,362dollars as filed
ESAB CORPORATION29605J106COM45,820$5,066,317dollars as filed
Alphabet Inc. Reg. Shares C02079K107COM33,230$5,059,600dollars as filed
CANADIAN PACIFIC KANSAS CITY COM13646K108Stock53,967$4,763,258dollars as filed
FIDELITY NATIONAL FINANCIAL31620R303FNF GROUP COM88,748$4,712,519dollars as filed
MARKELGROUPINC570535104STOK2,924$4,448,808dollars as filed
ZEBRA TECHNOLOGIES CORPORATION CL A989207105Stock14,284$4,305,769dollars as filed
Amgen Inc.031162100COM14,610$4,153,915dollars as filed
KNIFE RIVER CORP COMMON STOCK498894104Stock48,322$3,917,948dollars as filed
VTI922908769COM14,200$3,690,666dollars as filed
Home Depot, Inc437076102COM9,536$3,658,010dollars as filed
McDonalds Corporation580135101COM12,899$3,636,873dollars as filed
CORNING INC219350105COM105,685$3,483,378dollars as filed
Deere & Company244199105COM8,150$3,347,531dollars as filed
NVIDIA Corp67066G104COM3,666$3,312,451dollars as filed
JPMorgan Chase & Co46625H100COM16,469$3,298,741dollars as filed
CHENIERE ENERGY INC COM NEW16411R208Stock19,833$3,198,666dollars as filed
Amazon.com, Inc023135106COM17,666$3,186,593dollars as filed
AZENTA INC114340102COM52,847$3,185,617dollars as filed
FRANCO NEV CORP COM351858105Stock26,380$3,143,441dollars as filed
Walmart Inc.931142103COM43,365$2,609,272dollars as filed
Advanced Micro Devices,Inc.007903107COM14,447$2,607,539dollars as filed
SS&C TECH HLDGS COM78467J100Stock39,056$2,514,035dollars as filed
MKS INC. COM55306N104Stock15,907$2,115,631dollars as filed
Technology Select Sector SPDR Fund81369Y803SHS9,996$2,081,859dollars as filed
Walt Disney Co254687106COM16,439$2,011,476dollars as filed
Uber Technologies90353T100COM22,540$1,735,355dollars as filed
MARTIN MARIETTA MATLS INC COM573284106Stock2,825$1,734,381dollars as filed
UNITED RENTALS INC COM911363109Stock2,358$1,700,377dollars as filed
Netflix, Inc64110L106COM2,676$1,625,215dollars as filed
Booking Holdings Inc.09857L108COM391$1,418,501dollars as filed
WORKDAY INC CL A98138H101Stock5,160$1,407,390dollars as filed
FEDEX CORP COM31428X106Stock4,741$1,373,657dollars as filed
CROWDSTRIKE HLDGS INC22788C105COM4,278$1,371,484dollars as filed
EMERSON ELEC CO COM291011104Stock11,820$1,340,624dollars as filed
DEXCOM INC COM252131107Stock9,560$1,325,972dollars as filed
MARRIOTT INTL INC NEW CL A571903202Stock5,175$1,305,704dollars as filed
Coca-Cola Company191216100COM21,156$1,294,324dollars as filed
VANGUARD HEALTH CARE ETF92204A504ETF4,763$1,288,462dollars as filed
SPY78462F103SHS2,340$1,223,984dollars as filed
Abbott Laboratories002824100COM10,574$1,201,841dollars as filed
GOLDMAN SACHS ETF TR381430545HEDGE IND ETF10,716$1,170,930dollars as filed
L3HARRIS TECHNOLOGIES INC COM502431109Stock5,450$1,161,395dollars as filed
Eli Lilly and Company532457108COM1,415$1,100,813dollars as filed
Vanguard Small-Cap Value ETF922908611SHS5,687$1,091,289dollars as filed
PepsiCo,Inc.713448108COM6,225$1,089,437dollars as filed
VANECK ETF TRUST92189F643MRNGSTR WDE MOAT11,982$1,077,188dollars as filed
Boeing Company097023105COM4,660$899,333dollars as filed
Vanguard S&P 500 ETF922908363COM1,660$797,962dollars as filed
EXXON MOBIL CORP30231G102COM6,595$766,603dollars as filed
Energy Select Sector SPDR Fund81369Y506SHS8,050$760,001dollars as filed
LAUDER ESTEE COS INC CL A518439104Stock4,920$758,418dollars as filed
INVESCO QQQ TR46090E103COM1,619$718,852dollars as filed
Tesla Motors, Inc88160R101COM3,930$690,855dollars as filed
Automatic Data Processing,Inc.053015103COM2,500$624,350dollars as filed
Comcast Corp20030N101COM14,137$612,839dollars as filed
SELECT SECTOR SPDR TR81369Y704INDL4,722$594,815dollars as filed
ISHARES MSCI JAPAN VALUE ETF46435U374ETF16,978$564,191dollars as filed
Communication Services Select Sector SPDR Fund81369Y852SHS6,778$553,472dollars as filed
UnitedHealth Group Inc91324P102COM1,101$544,665dollars as filed
ISHARES INC464286749MSCI SWITZERLAND11,233$534,681dollars as filed
NORTHROP GRUMMAN CORP COM666807102Stock1,075$514,560dollars as filed
Schlumberger Limited806857108COM8,810$482,876dollars as filed
ZSCALERINC98980G102STOK2,487$479,071dollars as filed
INVESCO EXCHANGE-TRADED FD TR S&P 500 EQUAL WEIGHT ETF46137V357COM2,497$422,917dollars as filed
PPG INDS INC COM693506107Stock2,884$417,892dollars as filed
Honeywell Technologies438516106COM2,030$416,658dollars as filed
Broadcom Inc.11135F101COM308$408,226dollars as filed
ENTERPRISE PRODS PARTNERS L293792107COM13,024$380,040dollars as filed
WHITE MTNS INS GROUP LTDG9618E107COM206$369,626dollars as filed
ALLSTATE CORP COM020002101Stock1,864$322,491dollars as filed
STARWOOD PPTY TR INC COM85571B105REIT14,725$299,359dollars as filed
Pfizer Inc.717081103COM10,201$283,078dollars as filed
RENAISSANCE CAP GREENWICH FD759937204IPO ETF6,035$250,573dollars as filed
Duke Energy Corporation26441C204COM2,525$244,193dollars as filed
PARKER-HANNIFIN CORP COM701094104Stock430$238,990dollars as filed
Procter & Gamble Co742718109COM1,456$236,236dollars as filed
TARGET CORP COM87612E106Stock1,309$231,968dollars as filed
Applied Materials,Inc.038222105COM1,120$230,978dollars as filed
SUPER MICRO COMPUTER INC86800U104COM225$227,257dollars as filed
NORFOLK SOUTHN CORP COM655844108Stock850$216,640dollars as filed
Vanguard Mid-Cap ETF922908629SHS822$205,385dollars as filed

Amendment chain

FilingRoleFiledAcceptedIngested
13F-HR 0001840501-24-000003this filing2024-05-08acceptance time not in the bulk data set