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 Market Cap. of $200 Billions or more

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$630B
$21 Billion 7.25% of portfolio
43,260
Q2 2025 Added 1.99%
$3.82T
$15.3 Billion 5.27% of portfolio
30,736
Q2 2025 Reduced 5.11%
$3.44T
$13.8 Billion 4.77% of portfolio
67,378
Q2 2025 Reduced 3.25%
$1.15T
$13.3 Billion 4.57% of portfolio
75,230
Q2 2025 Added 1.35%
$581B
$8.29 Billion 2.86% of portfolio
23,344
Q2 2025 Added 0.96%
$413B
$8.03 Billion 2.77% of portfolio
8,109
Q2 2025 Reduced 12.4%
$440B
$7.89 Billion 2.72% of portfolio
49,969
Q2 2025 Added 8.74%
$290B
$6.07 Billion 2.09% of portfolio
7,569
Q2 2025 Added 34.61%
$1.18T
$5.73 Billion 1.98% of portfolio
32,311
Q2 2025 Reduced 1.05%
$435B
$5.15 Billion 1.78% of portfolio
33,722
Q2 2025 Reduced 12.01%
$875B
$5.09 Billion 1.76% of portfolio
17,557
Q2 2025 Added 14.4%
$213B
$4.88 Billion 1.68% of portfolio
61,683
Q2 2025 Reduced 25.96%
$2.37T
$4.05 Billion 1.4% of portfolio
18,469
Q2 2025 Added 2.87%
$220B
$3.78 Billion 1.3% of portfolio
12,936
Q2 2025 Added 1.56%
$265B
$3.29 Billion 1.14% of portfolio
33,644
Q2 2025 Reduced 10.95%
$523B
$2.47 Billion 0.85% of portfolio
1,843
Q2 2025 Reduced 6.49%
$386B
$2.03 Billion 0.7% of portfolio
5,535
Q2 2025 Reduced 28.22%
$768B
$1.91 Billion 0.66% of portfolio
2,449
Q2 2025 Reduced 1.01%
$280B
$1.59 Billion 0.55% of portfolio
11,215
Q1 2025 New
$225B
$1.54 Billion 0.53% of portfolio
266
Q2 2025 Reduced 5.34%
$221B
$1.47 Billion 0.51% of portfolio
10,789
Q1 2025 New
$294B
$1.29 Billion 0.44% of portfolio
18,191
Q2 2025 Reduced 1.49%
$219B
$997 Million 0.34% of portfolio
8,042
Q2 2025 Reduced 13.43%
$464B
$689 Million 0.24% of portfolio
6,395
Q1 2025 New
$306B
$510 Million 0.18% of portfolio
3,565
Q2 2025 Reduced 20.65%
$372B
$406 Million 0.14% of portfolio
2,550
Q1 2025 New
$236B
$349 Million 0.12% of portfolio
1,185
Q2 2025 Reduced 0.08%
$668B
$222 Million 0.08% of portfolio
1,015
Q2 2025 New
$279B
$223 Million 0.08% of portfolio
3,213
Q2 2025 New
$1.03T
$239 Million 0.08% of portfolio
753
Q2 2025 Reduced 69.58%

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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