§ 13F · FUND PROFILE
Hudson Value Partners, LLC.
AUM · $399M (13F)Positions · 113Turnover · n/a · Q2Filed · Jul 10, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$7M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED JUL 10, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | GOOGL | ALPHABET INC CAP STK CL A | 72K | $26M | 6.5% | −3% |
| 2 | BRK/B | BERKSHIRE HATHAWAY INC DEL CL B NEW | 47K | $24M | 5.9% | +2% |
| 3 | GLW | CORNING INC COM | 79K | $20M | 5.0% | −11% |
| 4 | AAPL | APPLE INC COM | 62K | $18M | 4.5% | −3% |
| 5 | MSFT | MICROSOFT CORP COM | 38K | $14M | 3.6% | +8% |
| 6 | DELL | DELL TECHNOLOGIES INC CL C | 30K | $13M | 3.3% | −33% |
| 7 | ASML | ASML HLDG NV N Y REGISTRY SHS | 6K | $13M | 3.2% | −6% |
| 8 | ECG | EVERUS CONSTR GROUP COM | 75K | $12M | 3.1% | −3% |
| 9 | VTI | VANGUARD TOTAL STOCK MARKET ETF | 27K | $10M | 2.5% | +19% |
| 10 | JNJ | JOHNSON & JOHNSON COM | 39K | $10M | 2.5% | +9% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE HUDSON SIGNAL
AC read
Hudson Value Partners, LLC is a Other fund managing $399 million in assets. The fund runs a portfolio of 113 positions.
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