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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$75.1B
$1.19 Billion 0.45% of portfolio
10,865
Q1 2025 New
$0
$1.17 Billion 0.44% of portfolio
12,140
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
$182B
$820 Million 0.31% of portfolio
5,470
Q1 2025 New
$0
$790 Million 0.3% of portfolio
1,537
Q1 2025 New
$0
$790 Million 0.3% of portfolio
6,030
Q1 2025 New
$447B
$761 Million 0.29% of portfolio
6,395
Q1 2025 New
$281B
$752 Million 0.28% of portfolio
4,493
Q1 2025 New
$62B
$708 Million 0.27% of portfolio
12,582
Q1 2025 New
Nuveen Churchill Direct Lendin Com Shs
-
$729 Million 0.27% of portfolio
-
Q1 2025 New
$11.4B
$691 Million 0.26% of portfolio
13,175
Q1 2025 New
$0
$673 Million 0.25% of portfolio
3,184
Q1 2025 New
$1.03T
$642 Million 0.24% of portfolio
2,475
Q1 2025 New
$32.8B
$650 Million 0.24% of portfolio
9,520
Q1 2025 New
$0
$635 Million 0.24% of portfolio
3,668
Q1 2025 New
$0
$629 Million 0.24% of portfolio
4,490
Q1 2025 New
$89.6B
$615 Million 0.23% of portfolio
5,040
Q1 2025 New
$0
$559 Million 0.21% of portfolio
5,980
Q1 2025 New
Bitwise Bitcoin ETF Trust
-
$551 Million 0.21% of portfolio
-
Q1 2025 New
$99.1B
$514 Million 0.19% of portfolio
3,070
Q1 2025 New
$0
$478 Million 0.18% of portfolio
10,406
Q1 2025 New
$42.6B
$479 Million 0.18% of portfolio
2,412
Q1 2025 New
$129B
$481 Million 0.18% of portfolio
2,820
Q1 2025 New
$386B
$435 Million 0.16% of portfolio
2,550
Q1 2025 New
$4.6B
$397 Million 0.15% of portfolio
206
Q1 2025 New
$2.2B
$337 Million 0.13% of portfolio
9,730
Q1 2025 New
$27B
$315 Million 0.12% of portfolio
2,884
Q1 2025 New
$69.5B
$322 Million 0.12% of portfolio
9,433
Q1 2025 New
$248B
$295 Million 0.11% of portfolio
1,186
Q1 2025 New
$18.6B
$295 Million 0.11% of portfolio
1,779
Q1 2025 New
$10.2B
$280 Million 0.11% of portfolio
2,901
Q1 2025 New
Amplify Cybersecurity ETF
-
$273 Million 0.1% of portfolio
-
Q1 2025 New
$86.2B
$262 Million 0.1% of portfolio
431
Q1 2025 New
$146B
$235 Million 0.09% of portfolio
1,932
Q1 2025 New
$335B
$212 Million 0.08% of portfolio
1,012
Q1 2025 New
$5.28B
$207 Million 0.08% of portfolio
6,386
Q1 2025 New
$0
$211 Million 0.08% of portfolio
12,208
Q1 2025 New
$0
$209 Million 0.08% of portfolio
3,800
Q1 2025 New
$11.5B
$211 Million 0.08% of portfolio
24,169
Q1 2025 New
$58.6B
$201 Million 0.08% of portfolio
850
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
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