Q2 2026 13F · SEC CIK 1840501

Hudson Value Partners, LLC

Wealth managerFiled 2026-07-10 for Q2 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $398.1M
Reported positions: 108
Top holdings a year, 3 yrs: +21.3%
Assets under management: $678.3M

Hudson Value Partners, LLC is a wealth manager that reported 108 positions worth $398.1M in its Q2 2026 13F, filed 2026-07-10. Its largest holdings were Alphabet Inc (GOOGL, 6.5%), Berkshire Hathaway Inc Del (BRK-B, 5.9%), Corning Inc. (GLW, 5.0%). A portfolio copying its top holdings returned 21.3% a year over the last 3 years, against 20.4% for the S&P 500.

Hudson Value Partners, LLC holdings largest 50 of 108 positions.

Weights are shares of the filer's total reported 13F value, compared with Q1 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

Hudson Value Partners, LLC 13F holdings
Stock	% of 13F value	Q1 2026	Shares	Share change	Reported value
GOOGLAlphabet Inc	6.5%	6.3%	71,952	-2.7%	$25.7M
BRK-BBerkshire Hathaway Inc Del	5.9%	6.6%	46,971	+2.4%	$23.5M
GLWCorning Inc.	5.0%	3.6%	78,634	-10.6%	$20.1M
AAPLApple Inc	4.5%	4.8%	61,779	-2.5%	$17.9M
MSFTMicrosoft Corp	3.6%	3.9%	38,209	+7.7%	$14.3M
DELLDell Technologies Inc	3.3%	2.2%	30,104	-32.7%	$13.0M
ASMLAsml Hldg NV	3.2%	2.7%	6,367	-5.9%	$12.7M
ECGEverus Constr Group	3.1%	2.7%	74,538	-3.0%	$12.4M
VTIVanguard Index Fds	2.5%	2.2%	27,116	+19.2%	$10.0M
JNJJohnson & Johnson	2.5%	2.6%	38,698	+8.5%	$9.8M
NVDANvidia Corporation Com	2.5%	2.3%	49,009	+10.3%	$9.8M
GOOGAlphabet Inc	2.3%	2.3%	25,451	-4.9%	$9.0M
VVisa Inc Com Cl A	2.1%	2.1%	24,902	+4.5%	$8.5M
TMOThermo Fisher Scientific Inc	2.1%	2.0%	16,653	+24.9%	$8.3M
MKLMarkel Group Inc	1.9%	2.0%	3,940	+10.6%	$7.7M
AMGNAmgen Inc Com	1.9%	2.1%	21,171	+4.2%	$7.7M
MDUMDU Resources Group Inc.	1.9%	2.2%	348,073	-0.8%	$7.4M
MRKMerck & Co. Inc	1.9%	2.1%	57,439	-3.0%	$7.4M
FNVFranco Nev Corp	1.8%	2.5%	33,589	-0.9%	$7.0M
ESABEsab Corporation	1.6%	1.6%	65,729	+19.9%	$6.5M
COSTCostco Whsl Corp New	1.6%	2.1%	6,866	-1.6%	$6.4M
QCOMQualcomm Inc	1.6%	1.3%	34,418	+5.7%	$6.4M
AMDAdvanced Micro Devices Inc	1.5%	0.9%	10,591	-31.2%	$6.2M
OKEOneok Inc	1.5%	1.7%	67,843	+5.1%	$5.9M
DEDeere & Co Com	1.5%	1.4%	9,130	+9.2%	$5.8M
JPMJpmorgan Chase & Co	1.4%	1.4%	17,496	+8.8%	$5.7M
BLDRBuilders Firstsource Inc	1.4%	1.4%	60,904	+10.2%	$5.4M
BATRAAtlanta Braves Hldgs Inc	1.4%	1.3%	96,702	+7.2%	$5.4M
AMTMAmentum Hldgs Inc	1.3%	1.6%	250,185	+22.7%	$5.2M
FNFFidelity National Financial In	1.2%	1.4%	100,489	-2.8%	$4.7M
KNFKnife River Corp	1.2%	1.4%	55,618	+0.2%	$4.7M
GVIPGoldman Sachs ETF Tr	1.1%	0.7%	24,163	+49.6%	$4.6M
XLKState Street Technology Select Sector Sp	1.1%	0.9%	23,460	+0.5%	$4.5M
CPCanadian Pacific Kansas City	1.1%	1.1%	50,029	+3.4%	$4.3M
MCDMcdonalds Corp Com	1.1%	1.2%	15,790	+22.1%	$4.3M
AMZNAmazon Com Inc Com	1.0%	1.1%	16,722	-5.0%	$4.0M
METAMeta Platforms Inc Class A	1.0%	1.2%	6,829	-2.3%	$3.8M
CRWDCrowdstrike Hldgs Inc Class A	1.0%	0.6%	5,000	-0.4%	$3.8M
QXOQxo Inc	0.9%	0.7%	215,998	+87.6%	$3.7M
WMTWalmart Inc	0.9%	1.2%	31,745	-0.7%	$3.6M
LLYLilly Eli & Co	0.8%	0.7%	2,587	-0.5%	$3.1M
BABAAlibaba Group Hldg Ltd	0.7%	0.9%	29,344	+24.3%	$2.8M
DFSVDfa U.s. Small Cap Value ETF	0.7%	0.7%	67,407	+1.0%	$2.6M
URIUnited Rentals Inc Com	0.6%	—	1,933	—	$2.2M
GBILGoldman Sachs Access Treasury 0 1	0.5%	—	20,023	—	$2.0M
VBILVanguard Instl Index Fd	0.5%	—	24,783	—	$1.9M
FDXFedex Corp	0.5%	0.5%	5,776	+32.7%	$1.8M
NVTNvent Elec PLC	0.4%	—	10,070	—	$1.7M
SPYSpdr S&p 500 ETF Tr	0.4%	0.4%	2,239	+0.7%	$1.7M
NOWServicenow Inc Com	0.4%	0.5%	16,420	+0.0%	$1.6M

What Hudson Value Partners, LLC bought and sold in Q2 2026, against Q1 2026.

New positions

Q1 2026's filing was too long to tell new positions apart.

Added to

QXO Qxo Inc+87.6% shares
GVIP Goldman Sachs ETF Tr+49.6% shares
FDX Fedex Corp+32.7% shares
TMO Thermo Fisher Scientific Inc+24.9% shares
BABA Alibaba Group Hldg Ltd+24.3% shares
AMTM Amentum Hldgs Inc+22.7% shares
MCD Mcdonalds Corp Com+22.1% shares
ESAB Esab Corporation+19.9% shares

Reduced

DELL Dell Technologies Inc-32.7% shares
AMD Advanced Micro Devices Inc-31.2% shares
GLW Corning Inc.-10.6% shares
ASML Asml Hldg NV-5.9% shares
AMZN Amazon Com Inc Com-5.0% shares

Left the top 50

Share counts compared with the Q1 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year: +35.9% /yr; S&P 500 +20.1%
3 years: +21.3% /yr; S&P 500 +20.4%
5 years: +12.3% /yr; S&P 500 +11.6%

A portfolio of the filer's 20 largest 13F positions, weighted by value and rebuilt each quarter on the day the filing became public. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q2 2026	$398.1M	108
Q1 2026	$334.9M	100
Q4 2025	$335.2M	108
Q3 2025	$318.6M	106
Q2 2025	$289.5M	107
Q1 2025	$266.1M	100
Q4 2024	$263.8M	91
Q3 2024	$257.4M	97
Q2 2024	$236.5M	91
Q1 2024	$235.4M	94
Q4 2023	$215.1M	94
Q3 2023	$190.4M	99

Questions about Hudson Value Partners, LLC's portfolio

What stocks does Hudson Value Partners, LLC own?

Hudson Value Partners, LLC's latest 13F, for Q2 2026 and filed Jul 10, 2026, lists 108 positions worth $398.1M. The largest are Alphabet Inc (GOOGL) at 6.5%, Berkshire Hathaway Inc Del (BRK-B) at 5.9%, Corning Inc. (GLW) at 5.0%, Apple Inc (AAPL) at 4.5% and Microsoft Corp (MSFT) at 3.6%.

What did Hudson Value Partners, LLC buy last quarter?

In Q2 2026, Hudson Value Partners, LLC added Qxo Inc (QXO) (+87.6% shares), Goldman Sachs ETF Tr (GVIP) (+49.6% shares) and Fedex Corp (FDX) (+32.7% shares), compared with its Q1 2026 filing.

What did Hudson Value Partners, LLC sell last quarter?

In Q2 2026, Hudson Value Partners, LLC cut from its top 50 Select Sector Spdr Tr (XLC), cut from its top 50 Uber Technologies Inc (UBER), cut from its top 50 Netflix Inc Total (NFLX), cut from its top 50 Marriott Intl Inc New Cl A (MAR), Dell Technologies Inc (DELL) (-32.7% shares), Advanced Micro Devices Inc (AMD) (-31.2% shares) and Corning Inc. (GLW) (-10.6% shares), compared with its Q1 2026 filing.

How has Hudson Value Partners, LLC's portfolio performed?

A portfolio copying Hudson Value Partners, LLC's 20 largest 13F holdings each quarter, from the day each filing was public, returned +21.3% a year over the last 3 years, against +20.4% for the S&P 500. Over 1 year: +35.9% against +20.1%. Over 5 years: +12.3% a year against +11.6%.

When is Hudson Value Partners, LLC's next 13F filing due?

13F filings are due 45 days after each quarter ends. Hudson Value Partners, LLC's filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.

How much money does Hudson Value Partners, LLC manage?

Hudson Value Partners, LLC reported $678.3M of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $398.1M.