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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 2024-12-31, filed 2025-02-03, with 91 holding rows worth $263,803,818.

Accession
0001840501-25-000001
Filer
CIK 1840501
Filed
2025-02-03
Accepted by EDGAR
acceptance time not in the bulk data set
Ingested
Source
SEC quarterly data set

Original filing

13F report for Q4 2024

A holdings report, 91 entries on the cover page, a total value of $263,803,818 stated on the cover page (in dollars after the unit check, H1), rows summing to $263,803,818 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 Inc084670702COM41,968$19,022,767dollars as filed
Apple Inc037833100COM69,796$17,478,474dollars as filed
Microsoft Corp594918104COM34,054$14,353,968dollars as filed
Alphabet Inc. Reg. Shares A02079K305COM73,282$13,872,700dollars as filed
BUILDERS FIRSTSOURCE INC COM12008R107Stock60,325$8,622,278dollars as filed
VTI922908769COM29,025$8,417,097dollars as filed
Costco Wholesale Corporation22160K105COM8,501$7,789,330dollars as filed
Visa Inc92826C839COM23,023$7,276,166dollars as filed
NVIDIA Corp67066G104COM50,658$6,804,592dollars as filed
Alphabet Inc. Reg. Shares C02079K107COM32,446$6,179,016dollars as filed
MARKELGROUPINC570535104STOK3,339$5,763,880dollars as filed
ZEBRA TECHNOLOGIES CORPORATION CL A989207105Stock14,889$5,750,430dollars as filed
ESAB CORPORATION29605J106COM47,678$5,718,499dollars as filed
Johnson & Johnson478160104COM41,403$5,647,845dollars as filed
KNIFE RIVER CORP COMMON STOCK498894104Stock54,004$5,489,022dollars as filed
Chevron Corporation166764100COM36,948$5,351,548dollars as filed
CORNING INC219350105COM111,192$5,283,844dollars as filed
Danaher Corporation235851102COM22,695$5,209,637dollars as filed
Qualcomm Incorporated747525103COM33,419$5,133,827dollars as filed
FIDELITY NATIONAL FINANCIAL31620R303FNF GROUP COM91,340$5,127,828dollars as filed
Merck & Co.,Inc.58933Y105COM45,964$4,572,499dollars as filed
McDonalds Corporation580135101COM14,954$4,335,012dollars as filed
Amgen Inc.031162100COM15,856$4,132,708dollars as filed
Amazon.com, Inc023135106COM18,604$4,081,551dollars as filed
MDU RES GROUP INC552690109COM212,950$3,837,359dollars as filed
FRANCO NEV CORP COM351858105Stock32,279$3,795,666dollars as filed
JPMorgan Chase & Co46625H100COM15,565$3,731,086dollars as filed
Home Depot, Inc437076102COM9,326$3,627,721dollars as filed
Walmart Inc.931142103COM39,360$3,556,176dollars as filed
ASMLHLDGNVFSPONSOREDADR1ADRREPS1ORDSHSN07059210STOK5,112$3,543,025dollars as filed
Technology Select Sector SPDR Fund81369Y803SHS13,382$3,119,804dollars as filed
Deere & Company244199105COM6,670$2,826,079dollars as filed
CHENIERE ENERGY INC COM NEW16411R208Stock12,386$2,661,380dollars as filed
CANADIAN PACIFIC KANSAS CITY COM13646K108Stock32,374$2,343,164dollars as filed
CROWDSTRIKE HLDGS INC22788C105COM5,620$1,922,939dollars as filed
Netflix, Inc64110L106COM2,105$1,876,229dollars as filed
Vanguard Small-Cap Value ETF922908611SHS8,794$1,741,280dollars as filed
UNITED RENTALS INC COM911363109Stock2,238$1,576,537dollars as filed
SPY78462F103SHS2,667$1,563,782dollars as filed
ServiceNow,Inc.81762P102COM1,393$1,476,747dollars as filed
META PLATFORMS INC CL A30303M102COM2,445$1,431,732dollars as filed
Booking Holdings Inc.09857L108COM286$1,420,968dollars as filed
Advanced Micro Devices,Inc.007903107COM11,215$1,354,660dollars as filed
EMERSON ELEC CO COM291011104Stock10,865$1,346,499dollars as filed
MARTIN MARIETTA MATLS INC COM573284106Stock2,525$1,304,163dollars as filed
Abbott Laboratories002824100COM11,514$1,302,349dollars as filed
CHART INDS INC16115Q308COM6,740$1,286,262dollars as filed
Uber Technologies90353T100COM21,175$1,277,276dollars as filed
ENERGY TRANSFER L P29273V100COM UT LTD PTN64,775$1,268,942dollars as filed
MARRIOTT INTL INC NEW CL A571903202Stock4,525$1,262,204dollars as filed
FEDEX CORP COM31428X106Stock4,481$1,260,640dollars as filed
GOLDMAN SACHS ETF TR381430545HEDGE IND ETF9,274$1,153,394dollars as filed
Coca-Cola Company191216100COM18,466$1,149,693dollars as filed
Walt Disney Co254687106COM10,115$1,126,305dollars as filed
Eli Lilly and Company532457108COM1,372$1,059,184dollars as filed
VANGUARD HEALTH CARE ETF92204A504ETF3,859$978,007dollars as filed
INVESCO QQQ TR46090E103COM1,908$975,427dollars as filed
PepsiCo,Inc.713448108COM6,195$942,012dollars as filed
NVENT ELEC PLC SHSG6700G107Stock13,175$898,008dollars as filed
Automatic Data Processing,Inc.053015103COM3,050$892,827dollars as filed
Vanguard S&P 500 ETF922908363COM1,537$828,151dollars as filed
Communication Services Select Sector SPDR Fund81369Y852SHS8,086$783,703dollars as filed
SELECT SECTOR SPDR TR81369Y704INDL5,711$752,765dollars as filed
DEXCOM INC COM252131107Stock9,520$740,370dollars as filed
UnitedHealth Group Inc91324P102COM1,446$731,503dollars as filed
VANECK ETF TRUST92189F676COM2,968$721,400dollars as filed
NUVEEN CHURCHILL DIRECT LEND67090S108COM SHS42,954$720,768dollars as filed
Broadcom Inc.11135F101COM3,050$707,112dollars as filed
EXXON MOBIL CORP30231G102COM6,395$687,910dollars as filed
AZENTA INC114340102COM12,990$649,500dollars as filed
Honeywell Technologies438516106COM2,857$645,382dollars as filed
INVESCO EXCHANGE-TRADED FD TR S&P 500 EQUAL WEIGHT ETF46137V357COM3,587$628,550dollars as filed
ISHARES TR464288794US BR DEL SE ETF3,869$557,938dollars as filed
Duke Energy Corporation26441C204COM5,040$543,010dollars as filed
Boeing Company097023105COM2,820$499,140dollars as filed
ZSCALERINC98980G102STOK2,612$471,231dollars as filed
Energy Select Sector SPDR Fund81369Y506SHS5,500$471,130dollars as filed
MKS INC. COM55306N104Stock4,169$435,202dollars as filed
Procter & Gamble Co742718109COM2,550$427,508dollars as filed
WHITE MTNS INS GROUP LTDG9618E107COM206$400,682dollars as filed
VANECK ETF TRUST92189F106GOLD MINERS ETF11,548$391,088dollars as filed
Bit Digital, Inc. Ordinary Shares09174C104COM7,257$370,258dollars as filed
PPG INDS INC COM693506107Stock2,884$344,494dollars as filed
AMPLIFY ETF TR032108664AMPLIFY CYBERSEC4,250$316,583dollars as filed
PARKER-HANNIFIN CORP COM701094104Stock491$312,291dollars as filed
TJX Companies Inc872540109COM2,432$293,810dollars as filed
Tesla Motors, Inc88160R101COM583$235,479dollars as filed
Palantir Technologies Inc. Class A69608A108COM2,889$218,523dollars as filed
ISHARES INC46434G764MSCI EMRG CHN3,800$210,710dollars as filed
ENTERPRISE PRODS PARTNERS L293792107COM6,633$208,011dollars as filed
SRH TOTAL RETURN FUND INC101507101COM12,208$195,572dollars as filed

Amendment chain

FilingRoleFiledAcceptedIngested
13F-HR 0001840501-25-000001this filing2025-02-03acceptance time not in the bulk data set
13F-HR/A 0001840501-25-000002 added2025-02-18acceptance time not in the bulk data set