13F-HR filed by Hudson Value Partners, LLC
Hudson Value Partners, LLC filed this 13F-HR for the quarter ended 2025-03-31, filed 2025-04-22, with 100 holding rows worth $266,103,476.
- Accession
- 0001840501-25-000005
- Filer
- CIK 1840501
- Filed
- 2025-04-22
- Accepted by EDGAR
- acceptance time not in the bulk data set
- Ingested
- Source
- SEC quarterly data set
13F report for Q1 2025
A holdings report, 100 entries on the cover page, a total value of $266,103,476 stated on the cover page (in dollars after the unit check, H1), rows summing to $266,103,476 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 filed | CUSIP | Class | Amount | Value | Value read as | Type |
|---|---|---|---|---|---|---|
| Berkshire Hathaway Inc | 084670702 | COM | 42,416 | $22,589,687 | dollars as filed | |
| Apple Inc | 037833100 | COM | 69,639 | $15,469,110 | dollars as filed | |
| Microsoft Corp | 594918104 | COM | 32,390 | $12,158,882 | dollars as filed | |
| Alphabet Inc. Reg. Shares A | 02079K305 | COM | 74,229 | $11,478,773 | dollars as filed | |
| Costco Wholesale Corporation | 22160K105 | COM | 9,257 | $8,755,085 | dollars as filed | |
| Visa Inc | 92826C839 | COM | 23,123 | $8,103,687 | dollars as filed | |
| Merck & Co.,Inc. | 58933Y105 | COM | 83,311 | $7,477,995 | dollars as filed | |
| BUILDERS FIRSTSOURCE INC COM | 12008R107 | Stock | 59,031 | $7,375,333 | dollars as filed | |
| VTI | 922908769 | COM | 24,326 | $6,685,936 | dollars as filed | |
| Johnson & Johnson | 478160104 | COM | 38,324 | $6,355,652 | dollars as filed | |
| MARKELGROUPINC | 570535104 | STOK | 3,288 | $6,147,557 | dollars as filed | |
| MDU RES GROUP INC | 552690109 | COM | 343,429 | $5,807,384 | dollars as filed | |
| FIDELITY NATIONAL FINANCIAL | 31620R303 | FNF GROUP COM | 89,064 | $5,796,285 | dollars as filed | |
| ESAB CORPORATION | 29605J106 | COM | 44,704 | $5,208,016 | dollars as filed | |
| Qualcomm Incorporated | 747525103 | COM | 33,318 | $5,117,978 | dollars as filed | |
| Alphabet Inc. Reg. Shares C | 02079K107 | COM | 32,653 | $5,101,378 | dollars as filed | |
| NVIDIA Corp | 67066G104 | COM | 45,953 | $4,980,419 | dollars as filed | |
| CORNING INC | 219350105 | COM | 108,544 | $4,969,144 | dollars as filed | |
| FRANCO NEV CORP COM | 351858105 | Stock | 31,518 | $4,965,976 | dollars as filed | |
| Amgen Inc. | 031162100 | COM | 15,772 | $4,913,767 | dollars as filed | |
| KNIFE RIVER CORP COMMON STOCK | 498894104 | Stock | 52,689 | $4,753,075 | dollars as filed | |
| DELL TECHNOLOGIES INC CL C | 24703L202 | Stock | 44,869 | $4,089,814 | dollars as filed | |
| McDonalds Corporation | 580135101 | COM | 12,737 | $3,978,657 | dollars as filed | |
| ATLANTA BRAVES HLDGS INC | 047726104 | COM SER A | 87,305 | $3,830,070 | dollars as filed | |
| ZEBRA TECHNOLOGIES CORPORATION CL A | 989207105 | Stock | 13,340 | $3,769,350 | dollars as filed | |
| JPMorgan Chase & Co | 46625H100 | COM | 15,347 | $3,764,619 | dollars as filed | |
| ASMLHLDGNVFSPONSOREDADR1ADRREPS1ORDSHS | N07059210 | STOK | 5,623 | $3,725,968 | dollars as filed | |
| AMENTUM HOLDINGS INC COM | 023939101 | Stock | 188,283 | $3,426,751 | dollars as filed | |
| Amazon.com, Inc | 023135106 | COM | 17,953 | $3,415,738 | dollars as filed | |
| Walmart Inc. | 931142103 | COM | 37,780 | $3,316,706 | dollars as filed | |
| Deere & Company | 244199105 | COM | 6,557 | $3,077,528 | dollars as filed | |
| EVERUS CONSTR GROUP COM | 300426103 | Stock | 79,014 | $2,930,639 | dollars as filed | |
| CANADIAN PACIFIC KANSAS CITY COM | 13646K108 | Stock | 41,561 | $2,916,609 | dollars as filed | |
| Home Depot, Inc | 437076102 | COM | 7,711 | $2,826,004 | dollars as filed | |
| Technology Select Sector SPDR Fund | 81369Y803 | SHS | 13,562 | $2,800,433 | dollars as filed | |
| Eli Lilly and Company | 532457108 | COM | 2,474 | $2,043,301 | dollars as filed | |
| CROWDSTRIKE HLDGS INC | 22788C105 | COM | 5,520 | $1,946,242 | dollars as filed | |
| Uber Technologies | 90353T100 | COM | 26,585 | $1,936,983 | dollars as filed | |
| Netflix, Inc | 64110L106 | COM | 1,971 | $1,838,017 | dollars as filed | |
| Vanguard Small-Cap Value ETF | 922908611 | SHS | 9,672 | $1,801,872 | dollars as filed | |
| META PLATFORMS INC CL A | 30303M102 | COM | 2,639 | $1,521,014 | dollars as filed | |
| Abbott Laboratories | 002824100 | COM | 10,789 | $1,431,161 | dollars as filed | |
| SPY | 78462F103 | SHS | 2,540 | $1,420,851 | dollars as filed | |
| UNITED RENTALS INC COM | 911363109 | Stock | 2,228 | $1,396,288 | dollars as filed | |
| VANGUARD HEALTH CARE ETF | 92204A504 | ETF | 5,054 | $1,338,151 | dollars as filed | |
| Coca-Cola Company | 191216100 | COM | 18,466 | $1,322,535 | dollars as filed | |
| Booking Holdings Inc. | 09857L108 | COM | 281 | $1,294,542 | dollars as filed | |
| RIO TINTO PLC SPONSORED ADR | 767204100 | ADR | 20,884 | $1,254,711 | dollars as filed | |
| GOLDMAN SACHS ETF TR | 381430545 | HEDGE IND ETF | 10,439 | $1,230,566 | dollars as filed | |
| ENERGY TRANSFER L P | 29273V100 | COM UT LTD PTN | 64,775 | $1,204,167 | dollars as filed | |
| EMERSON ELEC CO COM | 291011104 | Stock | 10,865 | $1,191,239 | dollars as filed | |
| Communication Services Select Sector SPDR Fund | 81369Y852 | SHS | 12,140 | $1,170,996 | dollars as filed | |
| Advanced Micro Devices,Inc. | 007903107 | COM | 11,215 | $1,152,229 | dollars as filed | |
| MARTIN MARIETTA MATLS INC COM | 573284106 | Stock | 2,385 | $1,140,340 | dollars as filed | |
| FEDEX CORP COM | 31428X106 | Stock | 4,481 | $1,092,378 | dollars as filed | |
| ServiceNow,Inc. | 81762P102 | COM | 1,355 | $1,078,770 | dollars as filed | |
| MARRIOTT INTL INC NEW CL A | 571903202 | Stock | 4,425 | $1,054,035 | dollars as filed | |
| Danaher Corporation | 235851102 | COM | 4,977 | $1,020,285 | dollars as filed | |
| CHART INDS INC | 16115Q308 | COM | 6,740 | $972,986 | dollars as filed | |
| Automatic Data Processing,Inc. | 053015103 | COM | 3,050 | $931,867 | dollars as filed | |
| Walt Disney Co | 254687106 | COM | 9,290 | $916,923 | dollars as filed | |
| KKR & CO INC | 48251W104 | COM | 7,835 | $905,804 | dollars as filed | |
| PepsiCo,Inc. | 713448108 | COM | 5,470 | $820,172 | dollars as filed | |
| SELECT SECTOR SPDR TR | 81369Y704 | INDL | 6,030 | $790,361 | dollars as filed | |
| Vanguard S&P 500 ETF | 922908363 | COM | 1,537 | $789,880 | dollars as filed | |
| INVESCO QQQ TR | 46090E103 | COM | 1,647 | $772,311 | dollars as filed | |
| EXXON MOBIL CORP | 30231G102 | COM | 6,395 | $760,557 | dollars as filed | |
| Chevron Corporation | 166764100 | COM | 4,493 | $751,634 | dollars as filed | |
| NUVEEN CHURCHILL DIRECT LEND | 67090S108 | COM SHS | 42,954 | $729,359 | dollars as filed | |
| CANADIAN IMPERIAL BANK OF COMM COM | 136069101 | Stock | 12,582 | $708,367 | dollars as filed | |
| NVENT ELEC PLC SHS | G6700G107 | Stock | 13,175 | $690,634 | dollars as filed | |
| VANECK ETF TRUST | 92189F676 | COM | 3,184 | $673,357 | dollars as filed | |
| DEXCOM INC COM | 252131107 | Stock | 9,520 | $650,121 | dollars as filed | |
| Tesla Motors, Inc | 88160R101 | COM | 2,475 | $641,565 | dollars as filed | |
| INVESCO EXCHANGE-TRADED FD TR S&P 500 EQUAL WEIGHT ETF | 46137V357 | COM | 3,668 | $635,408 | dollars as filed | |
| ISHARES TR | 464288794 | US BR DEL SE ETF | 4,490 | $629,143 | dollars as filed | |
| Duke Energy Corporation | 26441C204 | COM | 5,040 | $614,729 | dollars as filed | |
| Energy Select Sector SPDR Fund | 81369Y506 | SHS | 5,980 | $558,831 | dollars as filed | |
| Bit Digital, Inc. Ordinary Shares | 09174C104 | COM | 12,280 | $551,144 | dollars as filed | |
| Broadcom Inc. | 11135F101 | COM | 3,070 | $514,010 | dollars as filed | |
| Boeing Company | 097023105 | COM | 2,820 | $480,951 | dollars as filed | |
| ZSCALERINC | 98980G102 | STOK | 2,412 | $478,589 | dollars as filed | |
| VANECK ETF TRUST | 92189F106 | GOLD MINERS ETF | 10,406 | $478,377 | dollars as filed | |
| Procter & Gamble Co | 742718109 | COM | 2,550 | $434,571 | dollars as filed | |
| WHITE MTNS INS GROUP LTD | G9618E107 | COM | 206 | $396,717 | dollars as filed | |
| AZENTA INC | 114340102 | COM | 9,730 | $337,047 | dollars as filed | |
| ENTERPRISE PRODS PARTNERS L | 293792107 | COM | 9,433 | $322,043 | dollars as filed | |
| PPG INDS INC COM | 693506107 | Stock | 2,884 | $315,365 | dollars as filed | |
| International Business Machines Corporation | 459200101 | COM | 1,186 | $294,911 | dollars as filed | |
| INTERACTIVE BROKERS GROUP INC COM CL A | 45841N107 | Stock | 1,779 | $294,585 | dollars as filed | |
| DT MIDSTREAM INC COMMON STOCK | 23345M107 | Stock | 2,901 | $279,888 | dollars as filed | |
| AMPLIFY ETF TR | 032108664 | AMPLIFY CYBERSEC | 3,800 | $272,840 | dollars as filed | |
| PARKER-HANNIFIN CORP COM | 701094104 | Stock | 431 | $261,983 | dollars as filed | |
| TJX Companies Inc | 872540109 | COM | 1,932 | $235,318 | dollars as filed | |
| AbbVie,Inc. | 00287Y109 | COM | 1,012 | $212,034 | dollars as filed | |
| SRH TOTAL RETURN FUND INC | 101507101 | COM | 12,208 | $210,588 | dollars as filed | |
| SNAP INC | 83304A106 | CL A | 24,169 | $210,512 | dollars as filed | |
| ISHARES INC | 46434G764 | MSCI EMRG CHN | 3,800 | $209,342 | dollars as filed | |
| BLACKSTONE SECD LENDING FD | 09261X102 | COMMON STOCK | 6,386 | $206,651 | dollars as filed | |
| NORFOLK SOUTHN CORP COM | 655844108 | Stock | 850 | $201,323 | dollars as filed |
Amendment chain
| Filing | Role | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0001840501-25-000005 | this filing | 2025-04-22 | acceptance time not in the bulk data set |