Hudson Value Partners, LLC Portfolio Holdings

Hudson Value Partners, LLC

  • $323 Billion
  • Q3 2025

Hudson Value Partners, LLC has filed its 13F form on October 30, 2025 for Q3 2025 where it was disclosed a total value porftolio of $323 Billion distributed in 113 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 $21.6B, Alphabet Inc. with a value of $18.2B, Apple Inc. with a value of $16.9B, Microsoft Corp with a value of $16.2B, and Nvidia Corp with a value of $9.56B.

Examining the 13F form we can see an increase of $33.1B in the current position value, from $290B to 323B.

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

Portfolio value $323 Billion
Technology: $82.5 Billion
Financial Services: $50.2 Billion
Communication Services: $31.9 Billion
Industrials: $31.7 Billion
Healthcare: $27.8 Billion
ETFs: $26.7 Billion
Consumer Cyclical: $14.8 Billion
Consumer Defensive: $13.2 Billion
Other: $12.5 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$7.46B
$1.35 Billion 0.42% of portfolio
6,740
Q1 2025 New
$0
$1.32 Billion 0.41% of portfolio
13,446
Q3 2025 New
$367B
$1.34 Billion 0.41% of portfolio
3,305
Q3 2025 Reduced 40.29%
$169B
$1.25 Billion 0.39% of portfolio
1,355
Q1 2025 New
$306B
$1.21 Billion 0.37% of portfolio
18,191
Q2 2025 Reduced 1.49%
$17.7B
$1.15 Billion 0.36% of portfolio
11,675
Q2 2025 Reduced 11.39%
$92.7B
$1.15 Billion 0.36% of portfolio
4,425
Q1 2025 New
$52.5B
$1.11 Billion 0.34% of portfolio
64,775
Q1 2025 New
$0
$1.1 Billion 0.34% of portfolio
35,503
Q3 2025 Added 20.24%
$68.9B
$1.06 Billion 0.33% of portfolio
4,481
Q1 2025 New
$0
$1.08 Billion 0.33% of portfolio
14,087
Q3 2025 Added 8.35%
$1.29T
$1.08 Billion 0.33% of portfolio
2,426
Q3 2025 Added 222.18%
$103B
$1.02 Billion 0.32% of portfolio
7,835
Q1 2025 New
$0
$1.04 Billion 0.32% of portfolio
6,727
Q3 2025 Added 17.52%
$160B
$1.03 Billion 0.32% of portfolio
5,210
Q3 2025 Added 43.33%
$78.9B
$1.01 Billion 0.31% of portfolio
12,582
Q1 2025 New
$0
$946 Million 0.29% of portfolio
5,349
Q3 2025 Added 20.31%
$193B
$921 Million 0.29% of portfolio
8,042
Q2 2025 Reduced 13.43%
$104B
$895 Million 0.28% of portfolio
3,050
Q1 2025 New
$0
$864 Million 0.27% of portfolio
20,560
Q3 2025 New
Bitwise Bitcoin ETF Trust
-
$820 Million 0.25% of portfolio
-
Q3 2025 Added 10.87%
$139B
$742 Million 0.23% of portfolio
2,250
Q3 2025 Reduced 26.23%
$42.8B
$723 Million 0.22% of portfolio
2,412
Q3 2025 Reduced 0.5%
$490B
$724 Million 0.22% of portfolio
6,425
Q3 2025 Added 0.47%
$0
$684 Million 0.21% of portfolio
3,606
Q3 2025 Reduced 1.74%
$204B
$677 Million 0.21% of portfolio
4,820
Q2 2025 Reduced 11.88%
$114B
$609 Million 0.19% of portfolio
2,820
Q1 2025 New
$96.4B
$572 Million 0.18% of portfolio
4,625
Q3 2025 Reduced 8.23%
$303B
$554 Million 0.17% of portfolio
3,565
Q2 2025 Reduced 20.65%
$0
$521 Million 0.16% of portfolio
5,835
Q3 2025 Added 1.74%
Nuveen Churchill Direct Lendin Com Shs
-
$521 Million 0.16% of portfolio
-
Q3 2025 Reduced 12.19%
$0
$487 Million 0.15% of portfolio
796
Q2 2025 Reduced 48.21%
Ipath Series B S&P 500 Vix Short Term Futures Etn
-
$438 Million 0.14% of portfolio
-
Q3 2025 New
$46.9B
$451 Million 0.14% of portfolio
3,711
Q2 2025 New
$74.3B
$427 Million 0.13% of portfolio
759
Q2 2025 New
$22.4B
$402 Million 0.12% of portfolio
5,980
Q3 2025 Reduced 25.06%
$346B
$392 Million 0.12% of portfolio
2,550
Q1 2025 New
$4.96B
$344 Million 0.11% of portfolio
206
Q1 2025 New
$0
$368 Million 0.11% of portfolio
7,931
Q3 2025 Added 66.97%
Amplify Cybersecurity ETF
-
$330 Million 0.1% of portfolio
-
Q1 2025 New
$266B
$332 Million 0.1% of portfolio
1,175
Q3 2025 Reduced 0.84%
$107B
$301 Million 0.09% of portfolio
397
Q3 2025 Reduced 7.89%
$70.2B
$295 Million 0.09% of portfolio
9,433
Q1 2025 New
$11.2B
$300 Million 0.09% of portfolio
2,651
Q3 2025 Added 39.45%
$22.8B
$296 Million 0.09% of portfolio
2,814
Q2 2025 Reduced 2.43%
$593B
$269 Million 0.08% of portfolio
955
Q3 2025 Reduced 5.91%
$170B
$274 Million 0.08% of portfolio
1,896
Q3 2025 Reduced 1.86%
$65.7B
$255 Million 0.08% of portfolio
850
Q1 2025 New
$0
$257 Million 0.08% of portfolio
3,800
Q1 2025 New

Summary

  • Portfolio
  • No. of Stocks 113
  • Current Value $323 Billion
  • Prior Value $290 Billion
  • Filing
  • Period Q3 2025
  • Filing Date October 30, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 7 stocks
  • Additional Purchases 32 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 34 stocks
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