Hudson Value Partners, LLC Portfolio Holdings

Hudson Value Partners, LLC

  • $290 Billion
  • Q2 2025

Hudson Value Partners, LLC has filed its 13F form on July 18, 2025 for Q2 2025 where it was disclosed a total value porftolio of $290 Billion distributed in 110 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 $21B, Microsoft Corp with a value of $15.3B, Apple Inc. with a value of $13.8B, Alphabet Inc. with a value of $13.3B, and Visa Inc. with a value of $8.29B.

Examining the 13F form we can see an increase of $23.7B in the current position value, from $266B to 290B.

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

Portfolio value $290 Billion
Technology: $75 Billion
Financial Services: $48.9 Billion
Industrials: $30 Billion
Communication Services: $25.4 Billion
Healthcare: $24.7 Billion
ETFs: $22.2 Billion
Consumer Defensive: $13.6 Billion
Consumer Cyclical: $13.6 Billion
Other: $10.1 Billion

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$631B
$21 Billion 7.25% of portfolio
43,260
Q2 2025 Added 1.99%
$3.81T
$15.3 Billion 5.27% of portfolio
30,736
Q2 2025 Reduced 5.11%
$3.38T
$13.8 Billion 4.77% of portfolio
67,378
Q2 2025 Reduced 3.25%
$1.07T
$13.3 Billion 4.57% of portfolio
75,230
Q2 2025 Added 1.35%
$572B
$8.29 Billion 2.86% of portfolio
23,344
Q2 2025 Added 0.96%
$422B
$8.03 Billion 2.77% of portfolio
8,109
Q2 2025 Reduced 12.4%
$431B
$7.89 Billion 2.72% of portfolio
49,969
Q2 2025 Added 8.74%
$19.8B
$7.05 Billion 2.43% of portfolio
60,386
Q2 2025 Added 2.3%
$27.3B
$6.94 Billion 2.4% of portfolio
3,476
Q2 2025 Added 5.72%
$296B
$6.07 Billion 2.09% of portfolio
7,569
Q2 2025 Added 34.61%
$3.45B
$5.82 Billion 2.01% of portfolio
349,122
Q2 2025 Added 1.66%
$45.8B
$5.74 Billion 1.98% of portfolio
109,209
Q2 2025 Added 0.61%
$1.12T
$5.73 Billion 1.98% of portfolio
32,311
Q2 2025 Reduced 1.05%
$160B
$5.53 Billion 1.91% of portfolio
19,799
Q2 2025 Added 25.53%
$7.53B
$5.51 Billion 1.9% of portfolio
45,737
Q2 2025 Added 2.31%
$32.1B
$5.42 Billion 1.87% of portfolio
44,200
Q2 2025 Reduced 1.49%
$171B
$5.17 Billion 1.78% of portfolio
32,446
Q2 2025 Reduced 2.62%
$850B
$5.09 Billion 1.76% of portfolio
17,557
Q2 2025 Added 14.4%
$15.1B
$5.07 Billion 1.75% of portfolio
90,430
Q2 2025 Added 1.53%
$29.6B
$5.04 Billion 1.74% of portfolio
30,732
Q2 2025 Reduced 2.49%
$207B
$4.88 Billion 1.68% of portfolio
61,683
Q2 2025 Reduced 25.96%
$17.1B
$4.26 Billion 1.47% of portfolio
13,831
Q2 2025 Added 3.68%
$2.28T
$4.05 Billion 1.4% of portfolio
18,469
Q2 2025 Added 2.87%
$221B
$3.78 Billion 1.3% of portfolio
12,936
Q2 2025 Added 1.56%
$167B
$3.75 Billion 1.3% of portfolio
9,258
Q2 2025 New
$151B
$3.46 Billion 1.19% of portfolio
6,800
Q2 2025 Added 3.71%
$258B
$3.29 Billion 1.14% of portfolio
33,644
Q2 2025 Reduced 10.95%
$101B
$2.54 Billion 0.88% of portfolio
4,995
Q2 2025 Reduced 9.51%
$179B
$2.52 Billion 0.87% of portfolio
26,983
Q2 2025 Added 1.5%
$567B
$2.47 Billion 0.85% of portfolio
1,843
Q2 2025 Reduced 6.49%
$1.62T
$2.47 Billion 0.85% of portfolio
3,343
Q2 2025 Added 26.68%
$368B
$2.03 Billion 0.7% of portfolio
5,535
Q2 2025 Reduced 28.22%
$724B
$1.91 Billion 0.66% of portfolio
2,449
Q2 2025 Reduced 1.01%
$56.6B
$1.68 Billion 0.58% of portfolio
2,228
Q1 2025 New
$259B
$1.59 Billion 0.55% of portfolio
11,215
Q1 2025 New
$226B
$1.54 Billion 0.53% of portfolio
266
Q2 2025 Reduced 5.34%
$211B
$1.47 Billion 0.51% of portfolio
10,789
Q1 2025 New
$85.4B
$1.45 Billion 0.5% of portfolio
10,865
Q1 2025 New
$194B
$1.39 Billion 0.48% of portfolio
1,355
Q1 2025 New
$34.5B
$1.31 Billion 0.45% of portfolio
2,380
Q2 2025 Reduced 0.21%
$305B
$1.29 Billion 0.44% of portfolio
18,191
Q2 2025 Reduced 1.49%
$88.1B
$1.21 Billion 0.42% of portfolio
4,425
Q1 2025 New
$54.1B
$1.17 Billion 0.41% of portfolio
64,775
Q1 2025 New
$6.28B
$1.11 Billion 0.38% of portfolio
6,740
Q1 2025 New
$127B
$1.04 Billion 0.36% of portfolio
7,835
Q1 2025 New
$59.4B
$1.02 Billion 0.35% of portfolio
4,481
Q1 2025 New
$223B
$997 Million 0.34% of portfolio
8,042
Q2 2025 Reduced 13.43%
$125B
$941 Million 0.32% of portfolio
3,050
Q1 2025 New
$66.1B
$891 Million 0.31% of portfolio
12,582
Q1 2025 New

Summary

  • Portfolio
  • No. of Stocks 110
  • Current Value $290 Billion
  • Prior Value $266 Billion
  • Filing
  • Period Q2 2025
  • Filing Date July 18, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 13 stocks
  • Additional Purchases 31 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 39 stocks
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