Hudson Value Partners, LLC Portfolio Holdings

Hudson Value Partners, LLC

  • $336 Billion
  • Q4 2025

Hudson Value Partners, LLC has filed its 13F form on January 27, 2026 for Q4 2025 where it was disclosed a total value porftolio of $336 Billion distributed in 111 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Alphabet Inc. with a value of $23.2B, Berkshire Hathaway Inc Class B with a value of $22.3B, Apple Inc. with a value of $17.5B, Microsoft Corp with a value of $15.4B, and Alphabet Inc. with a value of $9.8B.

Examining the 13F form we can see an increase of $12.9B in the current position value, from $323B to 336B.

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

Portfolio value $336 Billion
Technology: $79.4 Billion
Financial Services: $52 Billion
Communication Services: $39.8 Billion
Healthcare: $32.7 Billion
Industrials: $31.9 Billion
ETFs: $28.6 Billion
Consumer Cyclical: $15.4 Billion
Consumer Defensive: $12.5 Billion
Other: $15 Billion

Stock Holdings Table Market Cap. of $10 Billions to $200 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$69.4B
$7.93 Billion 2.36% of portfolio
89,386
Q4 2025 Added 0.95%
$27.9B
$7.63 Billion 2.27% of portfolio
3,517
Q4 2025 Added 0.26%
$37.7B
$6.7 Billion 2.0% of portfolio
32,205
Q4 2025 Added 0.69%
$183B
$6.62 Billion 1.97% of portfolio
20,147
Q4 2025 Added 0.9%
$16.1B
$6.15 Billion 1.83% of portfolio
59,659
Q4 2025 Added 0.86%
$16.1B
$5.82 Billion 1.73% of portfolio
105,468
Q4 2025 Added 1.11%
$187B
$5.71 Billion 1.7% of portfolio
32,884
Q4 2025 Added 1.7%
$34.7B
$5.65 Billion 1.68% of portfolio
44,316
Q4 2025 Added 0.57%
$144B
$3.92 Billion 1.17% of portfolio
8,359
Q4 2025 Added 3.93%
$31.5B
$3.06 Billion 0.91% of portfolio
41,516
Q4 2025 New
$115B
$2.23 Billion 0.66% of portfolio
4,720
Q4 2025 Reduced 5.51%
$181B
$2.14 Billion 0.64% of portfolio
26,092
Q4 2025 Reduced 3.3%
$55.9B
$1.76 Billion 0.52% of portfolio
2,158
Q4 2025 Reduced 3.14%
$49.1B
$1.69 Billion 0.5% of portfolio
18,060
Q4 2025 Added 886.35%
$37.2B
$1.48 Billion 0.44% of portfolio
2,350
Q3 2025 Reduced 1.26%
$75.4B
$1.46 Billion 0.44% of portfolio
10,865
Q1 2025 New
$68.9B
$1.27 Billion 0.38% of portfolio
4,381
Q4 2025 Reduced 2.23%
$17.7B
$1.2 Billion 0.36% of portfolio
11,675
Q2 2025 Reduced 11.39%
$160B
$1.22 Billion 0.36% of portfolio
5,288
Q4 2025 Added 1.5%
$78.9B
$1.14 Billion 0.34% of portfolio
12,582
Q1 2025 New
$52.5B
$1.07 Billion 0.32% of portfolio
64,775
Q1 2025 New
$169B
$1.04 Billion 0.31% of portfolio
6,775
Q4 2025 Added 400.0%
$103B
$1.01 Billion 0.3% of portfolio
7,835
Q1 2025 New
$193B
$1.02 Billion 0.3% of portfolio
8,894
Q4 2025 Added 10.59%
$104B
$792 Million 0.24% of portfolio
3,050
Q1 2025 New
$139B
$787 Million 0.23% of portfolio
2,250
Q3 2025 Reduced 26.23%
$114B
$615 Million 0.18% of portfolio
2,820
Q1 2025 New
$42.8B
$548 Million 0.16% of portfolio
2,412
Q3 2025 Reduced 0.5%
$96.4B
$544 Million 0.16% of portfolio
4,625
Q3 2025 Reduced 8.23%
$74.3B
$499 Million 0.15% of portfolio
647
Q4 2025 Reduced 14.76%
$46.9B
$439 Million 0.13% of portfolio
3,237
Q4 2025 Reduced 12.77%
$107B
$396 Million 0.12% of portfolio
445
Q4 2025 Added 12.09%
$11.2B
$319 Million 0.1% of portfolio
2,651
Q3 2025 Added 39.45%
$170B
$335 Million 0.1% of portfolio
2,160
Q4 2025 Added 13.92%
$197B
$291 Million 0.09% of portfolio
1,120
Q2 2025 New
$70.2B
$303 Million 0.09% of portfolio
9,433
Q1 2025 New
$190B
$231 Million 0.07% of portfolio
1,980
Q3 2025 New
$22.8B
$237 Million 0.07% of portfolio
2,282
Q4 2025 Reduced 18.91%
$65.7B
$245 Million 0.07% of portfolio
850
Q1 2025 New
$67.3B
$248 Million 0.07% of portfolio
856
Q4 2025 New
$62.7B
$207 Million 0.06% of portfolio
2,600
Q2 2025 New
$57.4B
$205 Million 0.06% of portfolio
300
Q4 2025 Reduced 14.29%

Summary

  • Portfolio
  • No. of Stocks 111
  • Current Value $336 Billion
  • Prior Value $323 Billion
  • Filing
  • Period Q4 2025
  • Filing Date January 27, 2026
  • Form Type 13F-HR
  • Activity in Q4 2025
  • New Purchases 6 stocks
  • Additional Purchases 47 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 26 stocks
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