Fund HoldingsHudson Value Partners, LLC

Total Portfolio Value
$266.10M
Total Bought
$266.10M
Total Sold
$4.93M
Net Transaction
+$261.18M
Filing Period:
Securities
SharesValue ($K)
Q4 2024
Q1 2025
Change
Q4 2024
Q1 2025
Weight (%)
Change
BERKSHIRE HATHAWAY INC DEL CL B NEW042,416+42,416022,5908.49%+22,590
APPLE INC COM(AAPL)069,639+69,639015,4695.81%+15,469
MICROSOFT CORP COM(MSFT)032,390+32,390012,1594.57%+12,159
ALPHABET INC CAP STK CL A(GOOG)074,229+74,229011,4794.31%+11,479
COSTCO WHSL CORP NEW COM(COST)09,257+9,25708,7553.29%+8,755
VISA INC COM CL A(V)023,123+23,12308,1043.05%+8,104
MERCK & CO INC COM(MRK)083,311+83,31107,4782.81%+7,478
BUILDERS FIRSTSOURCE INC COM(BLDR)059,031+59,03107,3752.77%+7,375
VANGUARD TOTAL STOCK MARKET ETF024,326+24,32606,6862.51%+6,686
JOHNSON & JOHNSON COM(JNJ)038,324+38,32406,3562.39%+6,356
MARKEL GROUP INC COM(MKL)03,288+3,28806,1482.31%+6,148
MDU RES GROUP INC COM(MDU)0343,429+343,42905,8072.18%+5,807
FIDELITY NATIONAL FINANCIAL IN FNF GROUP COM(FNF)089,064+89,06405,7962.18%+5,796
ESAB CORPORATION COM(ESAB)044,704+44,70405,2081.96%+5,208
QUALCOMM INC COM(QCOM)033,318+33,31805,1181.92%+5,118
ALPHABET INC CAP STK CL C(GOOG)032,653+32,65305,1011.92%+5,101
NVIDIA CORPORATION COM(NVDA)045,953+45,95304,9801.87%+4,980
CORNING INC COM(GLW)0108,544+108,54404,9691.87%+4,969
FRANCO NEV CORP COM(FNV)031,518+31,51804,9661.87%+4,966
AMGEN INC COM(AMGN)015,772+15,77204,9141.85%+4,914
KNIFE RIVER CORP COMMON STOCK(KNF)052,689+52,68904,7531.79%+4,753
DELL TECHNOLOGIES INC CL C(DELL)044,869+44,86904,0901.54%+4,090
MCDONALDS CORP COM(MCD)012,737+12,73703,9791.50%+3,979
ATLANTA BRAVES HLDGS INC COM SER A087,305+87,30503,8301.44%+3,830
ZEBRA TECHNOLOGIES CORPORATION CL A(ZBRA)013,340+13,34003,7691.42%+3,769
JPMORGAN CHASE & CO. COM(JPM)015,347+15,34703,7651.41%+3,765
ASML HOLDING N V N Y REGISTRY SHS
N Y REGISTRY SHS
05,623+5,62303,7261.40%+3,726
AMENTUM HOLDINGS INC COM0188,283+188,28303,4271.29%+3,427
AMAZON COM INC COM(AMZN)017,953+17,95303,4161.28%+3,416
WALMART INC COM(WMT)037,780+37,78003,3171.25%+3,317
DEERE & CO COM(DE)06,557+6,55703,0781.16%+3,078
EVERUS CONSTR GROUP COM(ECG)079,014+79,01402,9311.10%+2,931
CANADIAN PACIFIC KANSAS CITY COM(CP)041,561+41,56102,9171.10%+2,917
HOME DEPOT INC COM(HD)07,711+7,71102,8261.06%+2,826
TECHNOLOGY SELECT SECTOR SPDR FUND
ST STR TECHN ETF
013,562+13,56202,8001.05%+2,800
ELI LILLY & CO COM(LLY)02,474+2,47402,0430.77%+2,043
CROWDSTRIKE HLDGS INC CL A(CRWD)05,520+5,52001,9460.73%+1,946
UBER TECHNOLOGIES INC COM(UBER)026,585+26,58501,9370.73%+1,937
NETFLIX INC COM(NFLX)01,971+1,97101,8380.69%+1,838
VANGUARD SMALL CAP VALUE ETF09,672+9,67201,8020.68%+1,802
META PLATFORMS INC CL A(META)02,639+2,63901,5210.57%+1,521
ABBOTT LABS COM010,789+10,78901,4310.54%+1,431
SPDR S&P 500 ETF TRUST(SPY)02,540+2,54001,4210.53%+1,421
UNITED RENTALS INC COM(URI)02,228+2,22801,3960.52%+1,396
VANGUARD HEALTH CARE ETF
HEALTH CAR ETF
05,054+5,05401,3380.50%+1,338
COCA COLA CO COM(KO)018,466+18,46601,3230.50%+1,323
BOOKING HOLDINGS INC COM(BKNG)0281+28101,2950.49%+1,295
RIO TINTO PLC SPONSORED ADR(RIO)020,884+20,88401,2550.47%+1,255
GOLDMAN SACHS HEDGE INDUSTRY VIP ETF010,439+10,43901,2310.46%+1,231
ENERGY TRANSFER L P COM UT LTD PTN(ET)064,775+64,77501,2040.45%+1,204
EMERSON ELEC CO COM(EMR)010,865+10,86501,1910.45%+1,191
COMMUNICATION SERVICES SELECT SECTOR SPDR FUND
ST STR SVC ETF
012,140+12,14001,1710.44%+1,171
ADVANCED MICRO DEVICES INC COM(AMD)011,215+11,21501,1520.43%+1,152
MARTIN MARIETTA MATLS INC COM(MLM)02,385+2,38501,1400.43%+1,140
FEDEX CORP COM(FDX)04,481+4,48101,0920.41%+1,092
SERVICENOW INC COM(NOW)01,355+1,35501,0790.41%+1,079
MARRIOTT INTL INC NEW CL A(MAR)04,425+4,42501,0540.40%+1,054
DANAHER CORPORATION COM(DHR)04,977+4,97701,0200.38%+1,020
CHART INDS INC COM(GTLS)06,740+6,74009730.37%+973
AUTOMATIC DATA PROCESSING INC COM03,050+3,05009320.35%+932
DISNEY WALT CO COM(DIS)09,290+9,29009170.34%+917
KKR & CO INC COM(KKR)07,835+7,83509060.34%+906
PEPSICO INC COM(PEP)05,470+5,47008200.31%+820
INDUSTRIAL SELECT SECTOR SPDR FUND
ST STR INDL ETF
06,030+6,03007900.30%+790
VANGUARD S&P 500 ETF01,537+1,53707900.30%+790
INVESCO QQQ TRUST SERIES I01,647+1,64707720.29%+772
EXXON MOBIL CORP COM06,395+6,39507610.29%+761
CHEVRON CORP NEW COM(CVX)04,493+4,49307520.28%+752
NUVEEN CHURCHILL DIRECT LENDIN COM SHS042,954+42,95407290.27%+729
CANADIAN IMPERIAL BK COMM COM(CM)012,582+12,58207080.27%+708
NVENT ELECTRIC PLC SHS(NVT)013,175+13,17506910.26%+691
VANECK SEMICONDUCTOR ETF
SEMICONDUCTR ETF
03,184+3,18406730.25%+673
DEXCOM INC COM(DXCM)09,520+9,52006500.24%+650
TESLA INC COM(TSLA)02,475+2,47506420.24%+642
INVESCO S&P 500 EQUAL WEIGHT ETF
S&P500 EQL WGT
03,668+3,66806350.24%+635
ISHARES U.S. BROKER-DEALERS & SECURITIES EXCHANGES ETF04,490+4,49006290.24%+629
DUKE ENERGY CORP NEW COM NEW(DUK)05,040+5,04006150.23%+615
ENERGY SELECT SECTOR SPDR FUND
ST STR ENERG ETF
05,980+5,98005590.21%+559
BITWISE BITCOIN ETF TRUST(BITB)012,280+12,28005510.21%+551
BROADCOM INC COM(AVGO)03,070+3,07005140.19%+514
BOEING CO COM(BA)02,820+2,82004810.18%+481
ZSCALER INC COM(ZS)02,412+2,41204790.18%+479
VANECK GOLD MINERS ETF
GOLD MINERS ETF
010,406+10,40604780.18%+478
PROCTER AND GAMBLE CO COM(PG)02,550+2,55004350.16%+435
WHITE MTNS INS GROUP LTD COM
COM
0206+20603970.15%+397
AZENTA INC COM(AZTA)09,730+9,73003370.13%+337
ENTERPRISE PRODS PARTNERS L P COM(EPD)09,433+9,43303220.12%+322
PPG INDS INC COM(PPG)02,884+2,88403150.12%+315
INTERNATIONAL BUSINESS MACHS COM(IBM)01,186+1,18602950.11%+295
INTERACTIVE BROKERS GROUP INC COM CL A(IBKR)01,779+1,77902950.11%+295
DT MIDSTREAM INC COMMON STOCK(DTM)02,901+2,90102800.11%+280
AMPLIFY CYBERSECURITY ETF03,800+3,80002730.10%+273
PARKER-HANNIFIN CORP COM(PH)0431+43102620.10%+262
TJX COS INC NEW COM(TJX)01,932+1,93202350.09%+235
ABBVIE INC COM(ABBV)01,012+1,01202120.08%+212
SRH TOTAL RETURN FUND INC COM(STEW)012,208+12,20802110.08%+211
SNAP INC CL A(SNAP)024,169+24,16902110.08%+211
ISHARES MSCI EMERGING MARKETS EX CHINA ETF
MSCI EMRG CHN
03,800+3,80002090.08%+209
BLACKSTONE SECD LENDING FD COMMON STOCK(BXSL)06,386+6,38602070.08%+207
NORFOLK SOUTHN CORP COM(NSC)0850+85002010.08%+201
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