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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$189B
$1.39 Billion 0.48% of portfolio
1,355
Q1 2025 New
$38.3B
$1.31 Billion 0.45% of portfolio
2,380
Q2 2025 Reduced 0.21%
$293B
$1.29 Billion 0.44% of portfolio
18,191
Q2 2025 Reduced 1.49%
$85.7B
$1.21 Billion 0.42% of portfolio
4,425
Q1 2025 New
$0
$1.19 Billion 0.41% of portfolio
4,786
Q2 2025 Reduced 5.3%
$53B
$1.17 Billion 0.41% of portfolio
64,775
Q1 2025 New
$7.3B
$1.11 Billion 0.38% of portfolio
6,740
Q1 2025 New
$118B
$1.04 Billion 0.36% of portfolio
7,835
Q1 2025 New
$58.7B
$1.02 Billion 0.35% of portfolio
4,481
Q1 2025 New
$214B
$997 Million 0.34% of portfolio
8,042
Q2 2025 Reduced 13.43%
$123B
$941 Million 0.32% of portfolio
3,050
Q1 2025 New
$0
$925 Million 0.32% of portfolio
1,676
Q2 2025 Added 1.76%
$70.6B
$891 Million 0.31% of portfolio
12,582
Q1 2025 New
$15.2B
$855 Million 0.3% of portfolio
11,675
Q2 2025 Reduced 11.39%
$0
$860 Million 0.3% of portfolio
3,082
Q2 2025 Reduced 3.2%
$0
$844 Million 0.29% of portfolio
5,724
Q2 2025 Reduced 5.07%
$136B
$841 Million 0.29% of portfolio
3,050
Q2 2025 Reduced 0.65%
$40.4B
$761 Million 0.26% of portfolio
2,424
Q2 2025 Added 0.5%
$0
$752 Million 0.26% of portfolio
4,446
Q2 2025 Reduced 0.98%
$141B
$718 Million 0.25% of portfolio
3,635
Q2 2025 Reduced 26.96%
$461B
$689 Million 0.24% of portfolio
6,395
Q1 2025 New
$147B
$690 Million 0.24% of portfolio
5,595
Q2 2025 New
$30.3B
$697 Million 0.24% of portfolio
7,980
Q2 2025 Reduced 16.18%
Bitwise Bitcoin ETF Trust
-
$697 Million 0.24% of portfolio
-
Q2 2025 Reduced 3.15%
Nuveen Churchill Direct Lendin Com Shs
-
$695 Million 0.24% of portfolio
-
Q1 2025 New
$0
$667 Million 0.23% of portfolio
3,670
Q2 2025 Added 0.05%
$0
$677 Million 0.23% of portfolio
13,001
Q2 2025 Added 24.94%
$197B
$636 Million 0.22% of portfolio
4,820
Q2 2025 Reduced 11.88%
$92.7B
$595 Million 0.21% of portfolio
5,040
Q1 2025 New
$137B
$591 Million 0.2% of portfolio
2,820
Q1 2025 New
$303B
$510 Million 0.18% of portfolio
3,565
Q2 2025 Reduced 20.65%
$0
$486 Million 0.17% of portfolio
5,735
Q2 2025 Reduced 4.1%
$49.4B
$491 Million 0.17% of portfolio
3,711
Q2 2025 New
$9.89B
$460 Million 0.16% of portfolio
52,956
Q2 2025 Added 119.11%
$0
$452 Million 0.16% of portfolio
796
Q2 2025 Reduced 48.21%
Core Natural Resources Inc Com Shs
-
$449 Million 0.15% of portfolio
-
Q2 2025 New
$59.7B
$398 Million 0.14% of portfolio
759
Q2 2025 New
$378B
$406 Million 0.14% of portfolio
2,550
Q1 2025 New
$4.62B
$370 Million 0.13% of portfolio
206
Q1 2025 New
$232B
$349 Million 0.12% of portfolio
1,185
Q2 2025 Reduced 0.08%
Amplify Cybersecurity ETF
-
$328 Million 0.11% of portfolio
-
Q1 2025 New
$25.7B
$320 Million 0.11% of portfolio
2,814
Q2 2025 Reduced 2.43%
$68.6B
$293 Million 0.1% of portfolio
9,433
Q1 2025 New
$97B
$301 Million 0.1% of portfolio
431
Q1 2025 New
$0
$220 Million 0.08% of portfolio
4,750
Q2 2025 New
$2.21B
$242 Million 0.08% of portfolio
7,870
Q2 2025 Reduced 19.12%
$63.3B
$218 Million 0.08% of portfolio
850
Q1 2025 New
$0
$240 Million 0.08% of portfolio
3,800
Q1 2025 New
$651B
$222 Million 0.08% of portfolio
1,015
Q2 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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