13F-HR filed by Hudson Value Partners, LLC
Hudson Value Partners, LLC filed this 13F-HR for the quarter ended 2025-09-30, filed 2025-10-30, with 110 holding rows worth $322,954,624.
- Accession
- 0001840501-25-000009
- Filer
- CIK 1840501
- Filed
- 2025-10-30
- Accepted by EDGAR
- acceptance time not in the bulk data set
- Ingested
- Source
- SEC quarterly data set
13F report for Q3 2025
A holdings report, 113 entries on the cover page, a total value of $322,954,624 stated on the cover page (in dollars after the unit check, H1), rows summing to $322,954,624 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 | 43,015 | $21,625,238 | dollars as filed | |
| Alphabet Inc. Reg. Shares A | 02079K305 | COM | 74,974 | $18,226,179 | dollars as filed | |
| Apple Inc | 037833100 | COM | 66,389 | $16,904,823 | dollars as filed | |
| Microsoft Corp | 594918104 | COM | 31,181 | $16,150,199 | dollars as filed | |
| NVIDIA Corp | 67066G104 | COM | 51,219 | $9,556,608 | dollars as filed | |
| Visa Inc | 92826C839 | COM | 23,238 | $7,932,988 | dollars as filed | |
| Alphabet Inc. Reg. Shares C | 02079K107 | COM | 32,311 | $7,869,344 | dollars as filed | |
| Costco Wholesale Corporation | 22160K105 | COM | 8,212 | $7,601,274 | dollars as filed | |
| ASMLHLDGNVFSPONSOREDADR1ADRREPS1ORDSHS | N07059210 | STOK | 7,638 | $7,394,271 | dollars as filed | |
| CORNING INC | 219350105 | COM | 88,548 | $7,263,592 | dollars as filed | |
| BUILDERS FIRSTSOURCE INC COM | 12008R107 | Stock | 59,148 | $7,171,695 | dollars as filed | |
| FRANCO NEV CORP COM | 351858105 | Stock | 31,984 | $7,129,553 | dollars as filed | |
| EVERUS CONSTR GROUP COM | 300426103 | Stock | 79,101 | $6,782,947 | dollars as filed | |
| VTI | 922908769 | COM | 20,585 | $6,755,464 | dollars as filed | |
| MARKELGROUPINC | 570535104 | STOK | 3,508 | $6,705,336 | dollars as filed | |
| Johnson & Johnson | 478160104 | COM | 34,887 | $6,468,748 | dollars as filed | |
| FIDELITY NATIONAL FINANCIAL | 31620R303 | FNF GROUP COM | 104,306 | $6,309,470 | dollars as filed | |
| DELL TECHNOLOGIES INC CL C | 24703L202 | Stock | 44,065 | $6,247,095 | dollars as filed | |
| MDU RES GROUP INC | 552690109 | COM | 339,021 | $6,037,964 | dollars as filed | |
| Amgen Inc. | 031162100 | COM | 19,968 | $5,634,970 | dollars as filed | |
| ESAB CORPORATION | 29605J106 | COM | 48,770 | $5,449,560 | dollars as filed | |
| Qualcomm Incorporated | 747525103 | COM | 32,333 | $5,378,918 | dollars as filed | |
| Thermo Fisher Scientific Inc. | 883556102 | COM | 10,614 | $5,148,002 | dollars as filed | |
| Merck & Co.,Inc. | 58933Y105 | COM | 58,831 | $4,937,686 | dollars as filed | |
| JPMorgan Chase & Co | 46625H100 | COM | 15,409 | $4,860,461 | dollars as filed | |
| AMENTUM HOLDINGS INC COM | 023939101 | Stock | 185,825 | $4,450,527 | dollars as filed | |
| KNIFE RIVER CORP COMMON STOCK | 498894104 | Stock | 53,927 | $4,145,368 | dollars as filed | |
| Amazon.com, Inc | 023135106 | COM | 18,306 | $4,019,448 | dollars as filed | |
| ATLANTA BRAVES HLDGS INC | 047726104 | COM SER A | 87,888 | $3,996,267 | dollars as filed | |
| McDonalds Corporation | 580135101 | COM | 12,666 | $3,849,071 | dollars as filed | |
| Technology Select Sector SPDR Fund | 81369Y803 | SHS | 13,055 | $3,679,709 | dollars as filed | |
| Deere & Company | 244199105 | COM | 8,043 | $3,677,742 | dollars as filed | |
| VANGUARD INDEX FDS | 922908909 | TOTAL STK MKT | 2,200 | $3,675,504 | dollars as filed | call |
| CANADIAN PACIFIC KANSAS CITY COM | 13646K108 | Stock | 46,264 | $3,446,817 | dollars as filed | |
| Walmart Inc. | 931142103 | COM | 32,644 | $3,364,291 | dollars as filed | |
| ZEBRA TECHNOLOGIES CORPORATION CL A | 989207105 | Stock | 11,296 | $3,356,719 | dollars as filed | |
| META PLATFORMS INC CL A | 30303M102 | COM | 3,723 | $2,734,097 | dollars as filed | |
| Communication Services Select Sector SPDR Fund | 81369Y852 | SHS | 22,981 | $2,720,351 | dollars as filed | |
| Uber Technologies | 90353T100 | COM | 26,983 | $2,643,525 | dollars as filed | |
| ALIBABA GROUP HLDG LTD | 01609W102 | SPONSORED ADS | 14,709 | $2,628,940 | dollars as filed | |
| CROWDSTRIKE HLDGS INC | 22788C105 | COM | 4,995 | $2,449,448 | dollars as filed | |
| GOLDMAN SACHS ETF TR | 381430545 | HEDGE IND ETF | 15,401 | $2,360,376 | dollars as filed | |
| Netflix, Inc | 64110L106 | COM | 1,831 | $2,195,223 | dollars as filed | |
| UNITED RENTALS INC COM | 911363109 | Stock | 2,228 | $2,126,982 | dollars as filed | |
| Eli Lilly and Company | 532457108 | COM | 2,770 | $2,113,510 | dollars as filed | |
| QXO INC COM NEW | 82846H405 | Stock | 100,092 | $1,907,754 | dollars as filed | |
| SPY | 78462F103 | SHS | 2,480 | $1,652,126 | dollars as filed | |
| Advanced Micro Devices,Inc. | 007903107 | COM | 10,050 | $1,625,990 | dollars as filed | |
| MARTIN MARIETTA MATLS INC COM | 573284106 | Stock | 2,350 | $1,481,158 | dollars as filed | |
| Abbott Laboratories | 002824100 | COM | 10,789 | $1,445,079 | dollars as filed | |
| EMERSON ELEC CO COM | 291011104 | Stock | 10,865 | $1,425,271 | dollars as filed | |
| CHART INDS INC | 16115Q308 | COM | 6,740 | $1,349,011 | dollars as filed | |
| Home Depot, Inc | 437076102 | COM | 3,305 | $1,339,153 | dollars as filed | |
| VANGUARDRUSSELL2000ETF | 92206C664 | STOK | 13,446 | $1,315,337 | dollars as filed | |
| ServiceNow,Inc. | 81762P102 | COM | 1,355 | $1,246,979 | dollars as filed | |
| Coca-Cola Company | 191216100 | COM | 18,191 | $1,206,427 | dollars as filed | |
| MARRIOTT INTL INC NEW CL A | 571903202 | Stock | 4,425 | $1,152,447 | dollars as filed | |
| NVENT ELEC PLC SHS | G6700G107 | Stock | 11,675 | $1,151,622 | dollars as filed | |
| ENERGY TRANSFER L P | 29273V100 | COM UT LTD PTN | 64,775 | $1,111,539 | dollars as filed | |
| ISHARES INC MSCI BRAZIL ETF | 464286400 | MSCI BRAZIL ETF | 35,503 | $1,100,619 | dollars as filed | |
| Tesla Motors, Inc | 88160R101 | COM | 2,426 | $1,079,138 | dollars as filed | |
| VANECK ETF TRUST | 92189F106 | GOLD MINERS ETF | 14,087 | $1,076,257 | dollars as filed | |
| FEDEX CORP COM | 31428X106 | Stock | 4,481 | $1,056,665 | dollars as filed | |
| SELECT SECTOR SPDR TR | 81369Y704 | INDL | 6,727 | $1,037,602 | dollars as filed | |
| Danaher Corporation | 235851102 | COM | 5,210 | $1,032,935 | dollars as filed | |
| KKR & CO INC | 48251W104 | COM | 7,835 | $1,018,158 | dollars as filed | |
| CANADIAN IMPERIAL BANK OF COMM COM | 136069101 | Stock | 12,582 | $1,005,176 | dollars as filed | |
| INVESCO QQQ TR | 46090E103 | COM | 1,625 | $975,601 | dollars as filed | |
| ISHARES TR | 464288794 | US BR DEL SE ETF | 5,349 | $946,148 | dollars as filed | |
| Walt Disney Co | 254687106 | COM | 8,042 | $920,809 | dollars as filed | |
| Automatic Data Processing,Inc. | 053015103 | COM | 3,050 | $895,175 | dollars as filed | |
| KRANESHARES TRUST CSI CHI INTERNET | 500767306 | CSI CHI INTERNET | 20,560 | $863,737 | dollars as filed | |
| Bit Digital, Inc. Ordinary Shares | 09174C104 | COM | 13,186 | $820,472 | dollars as filed | |
| Broadcom Inc. | 11135F101 | COM | 2,250 | $742,298 | dollars as filed | |
| EXXON MOBIL CORP | 30231G102 | COM | 6,425 | $724,419 | dollars as filed | |
| ZSCALERINC | 98980G102 | STOK | 2,412 | $722,780 | dollars as filed | |
| INVESCO EXCHANGE-TRADED FD TR S&P 500 EQUAL WEIGHT ETF | 46137V357 | COM | 3,606 | $684,058 | dollars as filed | |
| PepsiCo,Inc. | 713448108 | COM | 4,820 | $676,921 | dollars as filed | |
| Boeing Company | 097023105 | COM | 2,820 | $608,641 | dollars as filed | |
| Duke Energy Corporation | 26441C204 | COM | 4,625 | $572,344 | dollars as filed | |
| Chevron Corporation | 166764100 | COM | 3,565 | $553,609 | dollars as filed | |
| NVIDIA CORPORATION | 67066G904 | CALL | 2,800 | $522,424 | dollars as filed | call |
| Energy Select Sector SPDR Fund | 81369Y506 | SHS | 5,835 | $521,299 | dollars as filed | |
| NUVEEN CHURCHILL DIRECT LEND | 67090S108 | COM SHS | 37,720 | $520,536 | dollars as filed | |
| Vanguard S&P 500 ETF | 922908363 | COM | 796 | $487,454 | dollars as filed | |
| Airbnb, Inc. Class A | 009066101 | COM | 3,711 | $450,590 | dollars as filed | |
| BARCLAYS BANK PLC | 06748M196 | IPATH S&P 500 SH | 13,207 | $437,944 | dollars as filed | |
| REGENERON PHARMACEUTICALS COM | 75886F107 | Stock | 759 | $426,763 | dollars as filed | |
| DEXCOM INC COM | 252131107 | Stock | 5,980 | $402,394 | dollars as filed | |
| Procter & Gamble Co | 742718109 | COM | 2,550 | $391,808 | dollars as filed | |
| JPMORGAN INCOME ETF | 46641Q159 | ETF | 7,931 | $368,113 | dollars as filed | |
| WHITE MTNS INS GROUP LTD | G9618E107 | COM | 206 | $344,333 | dollars as filed | |
| International Business Machines Corporation | 459200101 | COM | 1,175 | $331,538 | dollars as filed | |
| AMPLIFY ETF TR | 032108664 | AMPLIFY CYBERSEC | 3,800 | $329,840 | dollars as filed | |
| PARKER-HANNIFIN CORP COM | 701094104 | Stock | 397 | $300,986 | dollars as filed | |
| DT MIDSTREAM INC COMMON STOCK | 23345M107 | Stock | 2,651 | $299,722 | dollars as filed | |
| PPG INDS INC COM | 693506107 | Stock | 2,814 | $295,780 | dollars as filed | |
| ENTERPRISE PRODS PARTNERS L | 293792107 | COM | 9,433 | $294,970 | dollars as filed | |
| TJX Companies Inc | 872540109 | COM | 1,896 | $274,048 | dollars as filed | |
| Oracle Corporation | 68389X105 | COM | 955 | $268,584 | dollars as filed | |
| ISHARES INC | 46434G764 | MSCI EMRG CHN | 3,800 | $256,538 | dollars as filed | |
| NORFOLK SOUTHN CORP COM | 655844108 | Stock | 850 | $255,349 | dollars as filed | |
| SPDR GOLD TR | 78463V107 | GOLD SHS | 700 | $248,829 | dollars as filed | |
| Caterpillar Inc. | 149123101 | COM | 500 | $238,575 | dollars as filed | |
| Applied Materials,Inc. | 038222105 | COM | 1,120 | $229,309 | dollars as filed | |
| IDEXX LABS INC COM | 45168D104 | Stock | 350 | $223,612 | dollars as filed | |
| METLIFE INC COM | 59156R108 | Stock | 2,600 | $214,162 | dollars as filed | |
| Citigroup Inc. | 172967424 | COM | 1,980 | $200,970 | dollars as filed | |
| APPLE INC | 037833900 | CALL | 300 | $76,389 | dollars as filed | call |
| KRANESHARES TRUST | 500767906 | CALL | 1,000 | $42,010 | dollars as filed | call |
Amendment chain
| Filing | Role | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0001840501-25-000009 | this filing | 2025-10-30 | acceptance time not in the bulk data set |