Hudson Value Partners, LLC Sells in Q2 2025

Hudson Value Partners, LLC

  • $290 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
MRK
Merck & Co., Inc.

Healthcare
-21.6K
- 25.96%
$73.47 - $87.12 $1.59M - $1.88M
61.7K $4.88B
AAPL
Apple Inc.

Technology
-2.26K
- 3.25%
$172.42 - $223.89 $390K - $506K
67.4K $13.8B
VTI
Vanguard Total Stock Market Et

ETFs
-6.6K
- 27.12%
$243.75 - $303.93 $1.61M - $2M
17.7K $5.39B
JNJ
Johnson & Johnson

Healthcare
-4.6K
- 12.01%
$146.36 - $159.82 $674K - $735K
33.7K $5.15B
HD
Home Depot, Inc.

Consumer Cyclical
-2.18K
- 28.22%
$335.24 - $380.78 $729K - $829K
5.54K $2.03B
COST
Costco Wholesale Corp

Consumer Defensive
-1.15K
- 12.4%
$908.13 - $1056.85 $1.04M - $1.21M
8.11K $8.03B
TSLA
Tesla, Inc.

Consumer Cyclical
-1.72K
- 69.58%
$221.86 - $362.89 $382K - $625K
753 $239M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-741
- 48.21%
$456.74 - $568.03 $338K - $421K
796 $452M
DHR
Danaher Corp

Healthcare
-1.34K
- 26.96%
$174.64 - $205.16 $234K - $275K
3.64K $718M
CVX
Chevron Corp

Energy
-928
- 20.65%
$133.73 - $168.51 $124K - $156K
3.57K $510M
VHT
Vanguard Health Care ETF

ETFs
-268
- 5.3%
$236.71 - $261.92 $63.4K - $70.2K
4.79K $1.19B
LLY
Eli Lilly & CO

Healthcare
-25
- 1.01%
$713.71 - $898.95 $17.8K - $22.5K
2.45K $1.91B
AZTA
Azenta, Inc.

Healthcare
-1.86K
- 19.12%
$25.03 - $35.41 $46.6K - $65.9K
7.87K $242M
XLE
Energy Sector Spdr

ETFs
-245
- 4.1%
$76.44 - $94.13 $18.7K - $23.1K
5.74K $486M
DTM
Dt Midstream, Inc.

Energy
-1K
- 34.47%
$87.23 - $109.91 $87.2K - $110K
1.9K $209M
KO
Coca Cola CO

Consumer Defensive
-275
- 1.49%
$68.37 - $73.9 $18.8K - $20.3K
18.2K $1.29B
WMT
Walmart Inc.

Consumer Defensive
-4.14K
- 10.95%
$81.79 - $99.98 $338K - $414K
33.6K $3.29B
PPG
Ppg Industries Inc

Basic Materials
-70
- 2.43%
$91.66 - $115.04 $6.42K - $8.05K
2.81K $320M
DXCM
Dexcom Inc

Healthcare
-1.54K
- 16.18%
$59.83 - $87.57 $92.1K - $135K
7.98K $697M
QCOM
Qualcomm Inc

Technology
-872
- 2.62%
$124.66 - $159.48 $109K - $139K
32.4K $5.17B
XLI
Industrial Sector Spdr

ETFs
-306
- 5.07%
$116.42 - $147.52 $35.6K - $45.1K
5.72K $844M
IBM
International Business Machines Corp

Technology
-1
- 0.08%
$221.03 - $294.78 $221 - $295
1.19K $349M
FNV
Franco Nevada Corp

Basic Materials
-786
- 2.49%
$143.04 - $178.17 $112K - $140K
30.7K $5.04B
DIS
Walt Disney CO

Communication Services
-1.25K
- 13.43%
$81.72 - $124.01 $102K - $155K
8.04K $997M
IAI
Ishares Tr Us Broker Dealers &

ETFs
-44
- 0.98%
$122.04 - $169.14 $5.37K - $7.44K
4.45K $752M
Bitwise Bitcoin ETF Trust
-387
- 3.15%
N/A
11.9K $697M
NVT
N Vent Electric PLC

Industrials
-1.5K
- 11.39%
$45.2 - $73.35 $67.8K - $110K
11.7K $855M
MLM
Martin Marietta Materials Inc

Basic Materials
-5
- 0.21%
$452.51 - $568.19 $2.26K - $2.84K
2.38K $1.31B
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
-102
- 3.2%
$179.95 - $278.88 $18.4K - $28.4K
3.08K $860M
BKNG
Booking Holdings Inc.

Consumer Cyclical
-15
- 5.34%
$4164.15 - $5789.24 $62.5K - $86.8K
266 $1.54B
XLK
Technology Sector Spdr

ETFs
-1.28K
- 9.4%
$179.73 - $253.23 $229K - $323K
12.3K $3.11B
AVGO
Broadcom Inc.

Technology
-20
- 0.65%
$146.29 - $275.65 $2.93K - $5.51K
3.05K $841M
CRWD
Crowd Strike Holdings, Inc.

Technology
-525
- 9.51%
$321.63 - $509.31 $169K - $267K
5K $2.54B
NFLX
Netflix Inc

Communication Services
-128
- 6.49%
$855.86 - $1339.13 $110K - $171K
1.84K $2.47B
GOOG
Alphabet Inc.

Communication Services
-342
- 1.05%
$146.58 - $180.01 $50.1K - $61.6K
32.3K $5.73B
Amentum Holdings Inc Com
-2.58K
- 1.37%
N/A
186K $4.38B
DELL
Dell Technologies Inc.

Technology
-669
- 1.49%
$71.63 - $125.98 $47.9K - $84.3K
44.2K $5.42B
MSFT
Microsoft Corp

Technology
-1.65K
- 5.11%
$354.56 - $497.45 $586K - $823K
30.7K $15.3B
Activity Summary
Buys All Purchases 44 New Holdings 13 Increased Positions 31 Sells All Sells 39 Reductions 39 Sold out 0 Options Calls 2 Puts 0
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