Hudson Value Partners, LLC Portfolio Holdings

Hudson Value Partners, LLC

  • $266 Billion
  • Q1 2025

Hudson Value Partners, LLC has filed its 13F form on April 22, 2025 for Q1 2025 where it was disclosed a total value porftolio of $266 Billion distributed in 100 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Berkshire Hathaway Inc Class B with a value of $22.6B, Apple Inc. with a value of $15.5B, Microsoft Corp with a value of $12.2B, Alphabet Inc. with a value of $11.5B, and Costco Wholesale Corp with a value of $8.76B.

Examining the 13F form we can see an increase of $261B in the current position value, from $4.93B to 266B.

Below you can find more details about Hudson Value Partners, LLC portfolio as well as his latest detailed transactions.

Portfolio value $266 Billion
Technology: $61.7 Billion
Financial Services: $49.1 Billion
Industrials: $28.7 Billion
Healthcare: $24.4 Billion
ETFs: $22 Billion
Communication Services: $21.1 Billion
Consumer Defensive: $14.6 Billion
Consumer Cyclical: $13.4 Billion
Other: $11.6 Billion

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$648B
$22.6 Billion 8.49% of portfolio
42,416
Q1 2025 New
$3.26T
$15.5 Billion 5.81% of portfolio
69,639
Q1 2025 New
$3.51T
$12.2 Billion 4.57% of portfolio
32,390
Q1 2025 New
$993B
$11.5 Billion 4.31% of portfolio
74,229
Q1 2025 New
$446B
$8.76 Billion 3.29% of portfolio
9,257
Q1 2025 New
$606B
$8.1 Billion 3.05% of portfolio
23,123
Q1 2025 New
$206B
$7.48 Billion 2.81% of portfolio
83,311
Q1 2025 New
$18.3B
$7.38 Billion 2.77% of portfolio
59,031
Q1 2025 New
$409B
$6.36 Billion 2.39% of portfolio
38,324
Q1 2025 New
$26.1B
$6.15 Billion 2.31% of portfolio
3,288
Q1 2025 New
$15.3B
$5.8 Billion 2.18% of portfolio
89,064
Q1 2025 New
$3.42B
$5.81 Billion 2.18% of portfolio
343,429
Q1 2025 New
$7.41B
$5.21 Billion 1.96% of portfolio
44,704
Q1 2025 New
$1.1T
$5.1 Billion 1.92% of portfolio
32,653
Q1 2025 New
$179B
$5.12 Billion 1.92% of portfolio
33,318
Q1 2025 New
$359B
$4.98 Billion 1.87% of portfolio
45,953
Q1 2025 New
$42.8B
$4.97 Billion 1.87% of portfolio
108,544
Q1 2025 New
$157B
$4.91 Billion 1.85% of portfolio
15,772
Q1 2025 New
$29.3B
$4.09 Billion 1.54% of portfolio
44,869
Q1 2025 New
$221B
$3.98 Billion 1.5% of portfolio
12,737
Q1 2025 New
$15.5B
$3.77 Billion 1.42% of portfolio
13,340
Q1 2025 New
$788B
$3.76 Billion 1.41% of portfolio
15,347
Q1 2025 New
$312B
$3.73 Billion 1.4% of portfolio
5,623
Q1 2025 New
$2.22T
$3.42 Billion 1.28% of portfolio
17,953
Q1 2025 New
$264B
$3.32 Billion 1.25% of portfolio
37,780
Q1 2025 New
$156B
$3.08 Billion 1.16% of portfolio
6,557
Q1 2025 New
$377B
$2.83 Billion 1.06% of portfolio
7,711
Q1 2025 New
$767B
$2.04 Billion 0.77% of portfolio
2,474
Q1 2025 New
$171B
$1.94 Billion 0.73% of portfolio
26,585
Q1 2025 New
$100B
$1.95 Billion 0.73% of portfolio
5,520
Q1 2025 New
$536B
$1.84 Billion 0.69% of portfolio
1,971
Q1 2025 New
$1.5T
$1.52 Billion 0.57% of portfolio
2,639
Q1 2025 New
$235B
$1.43 Billion 0.54% of portfolio
10,789
Q1 2025 New
$49.6B
$1.4 Billion 0.52% of portfolio
2,228
Q1 2025 New
$313B
$1.32 Billion 0.5% of portfolio
18,466
Q1 2025 New
$218B
$1.29 Billion 0.49% of portfolio
281
Q1 2025 New
$96.4B
$1.25 Billion 0.47% of portfolio
20,884
Q1 2025 New
$55.5B
$1.2 Billion 0.45% of portfolio
64,775
Q1 2025 New
$75.1B
$1.19 Billion 0.45% of portfolio
10,865
Q1 2025 New
$34.6B
$1.14 Billion 0.43% of portfolio
2,385
Q1 2025 New
$199B
$1.15 Billion 0.43% of portfolio
11,215
Q1 2025 New
$204B
$1.08 Billion 0.41% of portfolio
1,355
Q1 2025 New
$59.3B
$1.09 Billion 0.41% of portfolio
4,481
Q1 2025 New
$87B
$1.05 Billion 0.4% of portfolio
4,425
Q1 2025 New
$147B
$1.02 Billion 0.38% of portfolio
4,977
Q1 2025 New
$5.5B
$973 Million 0.37% of portfolio
6,740
Q1 2025 New
$131B
$932 Million 0.35% of portfolio
3,050
Q1 2025 New
$107B
$906 Million 0.34% of portfolio
7,835
Q1 2025 New
$216B
$917 Million 0.34% of portfolio
9,290
Q1 2025 New

Summary

  • Portfolio
  • No. of Stocks 100
  • Current Value $266 Billion
  • Prior Value $4.93 Billion
  • Filing
  • Period Q1 2025
  • Filing Date April 22, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 99 stocks
  • Additional Purchases 1 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 0 stocks
Track This Portfolio

Track Hudson Value Partners, LLC Portfolio

Follow Hudson Value Partners, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Hudson Value Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Hudson Value Partners, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email