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View AllLatest Hudson Value Partners, LLC Stock Portfolio
$215Million
Equity Portfolio Value
Last Reported on: 12 Feb, 2024
About Hudson Value Partners, LLC and it’s 13F Hedge Fund Stock Holdings
In it's latest 13F Holdings report, Hudson Value Partners, LLC reported an equity portfolio of $215.1 Millions as of 31 Dec, 2023.
The top stock holdings of Hudson Value Partners, LLC are , AAPL, MSFT. The fund has invested 6.5% of it's portfolio in BERKSHIRE HATHAWAY INC DEL CL B NEW and 5.7% of portfolio in APPLE INC COM.
The fund managers got completely rid off FIRSTENERGY CORP COM (FE), DOLLAR TREE INC COM (DLTR) and JPMORGAN ULTRA-SHORT MUNICIPAL INCOME ETF (BBAX) stocks. They significantly reduced their stock positions in INVESCO S&P 500 EQUAL WEIGHT ETF (CSD), PAYPAL HLDGS INC COM (PYPL) and RENAISSANCE IPO ETF (IPO). Hudson Value Partners, LLC opened new stock positions in DEXCOM INC COM (DXCM), TESLA INC COM (TSLA) and ETFMG PRIME CYBER SECURITY ETFMG PRIME CYBER SECURITY FUND (AIEQ). The fund showed a lot of confidence in some stocks as they added substantially to AMGEN INC COM (AMGN), MCDONALDS CORP COM (MCD) and CHENIERE ENERGY INC COM NEW (LNG).
The top stock holdings of Hudson Value Partners, LLC are , AAPL, MSFT. The fund has invested 6.5% of it's portfolio in BERKSHIRE HATHAWAY INC DEL CL B NEW and 5.7% of portfolio in APPLE INC COM.
The fund managers got completely rid off FIRSTENERGY CORP COM (FE), DOLLAR TREE INC COM (DLTR) and JPMORGAN ULTRA-SHORT MUNICIPAL INCOME ETF (BBAX) stocks. They significantly reduced their stock positions in INVESCO S&P 500 EQUAL WEIGHT ETF (CSD), PAYPAL HLDGS INC COM (PYPL) and RENAISSANCE IPO ETF (IPO). Hudson Value Partners, LLC opened new stock positions in DEXCOM INC COM (DXCM), TESLA INC COM (TSLA) and ETFMG PRIME CYBER SECURITY ETFMG PRIME CYBER SECURITY FUND (AIEQ). The fund showed a lot of confidence in some stocks as they added substantially to AMGEN INC COM (AMGN), MCDONALDS CORP COM (MCD) and CHENIERE ENERGY INC COM NEW (LNG).
New Buys
| Ticker | $ Bought |
|---|---|
| DEXCOM INC COM | 1,185,060 |
| TESLA INC COM | 245,250 |
| ETFMG PRIME CYBER SECURITY ETFMG PRIME CYBER SECURITY FUND | 229,558 |
| SBA COMMUNICATIONS CORP NEW CL A | 202,191 |
| NORFOLK SOUTHN CORP COM | 200,923 |
New stocks bought by Hudson Value Partners, LLC
Additions
| Ticker | % Inc. |
|---|---|
| AMGEN INC COM | 176 |
| MCDONALDS CORP COM | 68.98 |
| CHENIERE ENERGY INC COM NEW | 67.82 |
| INVESCO QQQ TRUST SERIES I | 46.3 |
| CHEVRON CORP NEW COM | 40.11 |
| DANAHER CORPORATION COM | 28.42 |
| MDU RES GROUP INC COM | 27.87 |
| SCHLUMBERGER LTD COM STK | 25.75 |
Additions to existing portfolio by Hudson Value Partners, LLC
Reductions
| Ticker | % Reduced |
|---|---|
| INVESCO S&P 500 EQUAL WEIGHT ETF | -60.08 |
| PAYPAL HLDGS INC COM | -47.04 |
| RENAISSANCE IPO ETF | -42.3 |
| PFIZER INC COM | -33.52 |
| ESAB CORPORATION COM | -23.46 |
| SPDR S&P 500 ETF TRUST | -23.31 |
| UBER TECHNOLOGIES INC COM | -21.99 |
| LAUDER ESTEE COS INC CL A | -18.71 |
Hudson Value Partners, LLC reduced stake in above stock
Sold off
| Ticker | $ Sold |
|---|---|
| FIRSTENERGY CORP COM | -2,219,380 |
| DOLLAR TREE INC COM | -1,401,310 |
| JPMORGAN ULTRA-SHORT MUNICIPAL INCOME ETF | -605,400 |
| BROOKFIELD INFRAST PARTNERS LP LP INT UNIT | -299,704 |
| GUARDANT HEALTH INC COM | -276,838 |
| BALL CORP COM | -242,429 |
| CROWN CASTLE INC COM | -218,111 |
| VANGUARD DIVIDEND APPRECIATION ETF | -275,800 |
Hudson Value Partners, LLC got rid off the above stocks
Current Stock Holdings of Hudson Value Partners, LLC
Last Reported on: 12 Feb, 2024| Ticker | Namesorted ascending | % Portfolio | Shares Held | $ Value | Type | % Change | Options |
|---|---|---|---|---|---|---|---|
| AAPL | APPLE INC COM | 5.67 | 63,321 | 12,191,200 | REDUCED | -0.79 | |
| ABT | ABBOTT LABS COM | 0.54 | 10,574 | 1,163,880 | UNCHANGED | 0.00 | |
| ACWV | ISHARES MSCI SWITZERLAND ETF | 0.21 | 9,436 | 455,476 | ADDED | 11.06 | |
| ADP | AUTOMATIC DATA PROCESSING INC COM | 0.27 | 2,500 | 582,425 | UNCHANGED | 0.00 | |
| AFK | VANECK MORNINGSTAR WIDE MOAT ETF | 0.42 | 10,694 | 907,600 | ADDED | 5.91 | |
| AIEQ | ETFMG PRIME CYBER SECURITY ETFMG PRIME CYBER SECURITY FUND | 0.11 | 3,800 | 229,558 | NEW | ||
| ALL | ALLSTATE CORP COM | 0.12 | 1,894 | 265,122 | ADDED | 1.61 | |
| AMD | ADVANCED MICRO DEVICES INC COM | 0.93 | 13,610 | 2,006,250 | ADDED | 4.32 | |
| AMGN | AMGEN INC COM | 1.78 | 13,330 | 3,839,310 | ADDED | 176 | |
| AMZN | AMAZON COM INC COM | 1.43 | 20,281 | 3,081,500 | REDUCED | -2.53 | |
| APD | AIR PRODS & CHEMS INC COM | 1.55 | 12,143 | 3,324,750 | ADDED | 0.73 | |
| ASET | FLEXSHARES MORNINGSTAR GLOBAL UPSTREAM NATURAL RESOURCES INDEX FUND | 0.31 | 16,159 | 661,711 | ADDED | 11.09 | |
| AVGO | BROADCOM INC COM | 0.16 | 300 | 334,875 | REDUCED | -15.49 | |
| AZTA | AZENTA INC COM | 1.62 | 53,652 | 3,494,890 | REDUCED | -1.22 | |
| BA | BOEING CO COM | 0.57 | 4,670 | 1,217,280 | REDUCED | -7.89 | |
| BALL | BALL CORP COM | 0.00 | 0.00 | 0.00 | SOLD OFF | -100 | |
| BBAX | JPMORGAN ULTRA-SHORT MUNICIPAL INCOME ETF | 0.00 | 0.00 | 0.00 | SOLD OFF | -100 | |
| BIP | BROOKFIELD INFRAST PARTNERS LP LP INT UNIT | 0.00 | 0.00 | 0.00 | SOLD OFF | -100 | |
| BKNG | BOOKING HOLDINGS INC COM | 0.67 | 405 | 1,436,620 | REDUCED | -0.25 | |
| BLDR | BUILDERS FIRSTSOURCE INC COM | 4.32 | 55,598 | 9,281,530 | REDUCED | -0.07 | |
| CCI | CROWN CASTLE INC COM | 0.00 | 0.00 | 0.00 | SOLD OFF | -100 | |
| CE | CELANESE CORP DEL COM | 1.67 | 23,065 | 3,583,610 | REDUCED | -0.8 | |
| CMCSA | COMCAST CORP NEW CL A | 0.29 | 14,137 | 619,907 | REDUCED | -2.52 | |
| CME | CME GROUP INC COM | 1.10 | 11,283 | 2,376,200 | REDUCED | -0.16 | |
| COST | COSTCO WHSL CORP NEW COM | 2.30 | 7,480 | 4,937,400 | REDUCED | -0.21 | |
| CP | CANADIAN PACIFIC KANSAS CITY COM | 0.53 | 14,451 | 1,148,760 | ADDED | 17.19 | |
| CRWD | CROWDSTRIKE HLDGS INC CL A | 0.28 | 2,375 | 606,385 | UNCHANGED | 0.00 | |
| CSD | INVESCO S&P 500 EQUAL WEIGHT ETF | 0.14 | 1,960 | 309,288 | REDUCED | -60.08 | |
| CVS | CVS HEALTH CORP COM | 1.42 | 38,552 | 3,044,070 | REDUCED | -3.87 | |
| CVX | CHEVRON CORP NEW COM | 2.52 | 36,299 | 5,414,360 | ADDED | 40.11 | |
| DE | DEERE & CO COM | 1.48 | 7,930 | 3,170,970 | REDUCED | -3.2 | |
| DHR | DANAHER CORPORATION COM | 2.44 | 22,669 | 5,244,250 | ADDED | 28.42 | |
| DIS | DISNEY WALT CO COM | 0.69 | 16,439 | 1,484,280 | REDUCED | -2.64 | |
| DLTR | DOLLAR TREE INC COM | 0.00 | 0.00 | 0.00 | SOLD OFF | -100 | |
| DUK | DUKE ENERGY CORP NEW COM NEW | 0.11 | 2,525 | 245,026 | UNCHANGED | 0.00 | |
| DXCM | DEXCOM INC COM | 0.55 | 9,550 | 1,185,060 | NEW | ||
| EL | LAUDER ESTEE COS INC CL A | 0.35 | 5,170 | 756,113 | REDUCED | -18.71 | |
| EPD | ENTERPRISE PRODS PARTNERS L P COM | 0.19 | 15,724 | 414,327 | REDUCED | -16.02 | |
| ESAB | ESAB CORPORATION COM | 1.83 | 45,540 | 3,944,680 | REDUCED | -23.46 | |
| FDX | FEDEX CORP COM | 0.68 | 5,785 | 1,463,430 | ADDED | 22.02 | |
| FE | FIRSTENERGY CORP COM | 0.00 | 0.00 | 0.00 | SOLD OFF | -100 | |
| FNF | FIDELITY NATIONAL FINANCIAL IN FNF GROUP COM | 2.11 | 89,013 | 4,541,440 | ADDED | 0.56 | |
| FNV | FRANCO NEV CORP COM | 0.00 | 0.00 | 0.00 | SOLD OFF | -100 | |
| GBIL | GOLDMAN SACHS HEDGE INDUSTRY VIP ETF | 0.43 | 9,743 | 933,775 | ADDED | 6.63 | |
| GH | GUARDANT HEALTH INC COM | 0.00 | 0.00 | 0.00 | SOLD OFF | -100 | |
| GLW | CORNING INC COM | 1.36 | 95,792 | 2,916,870 | ADDED | 0.76 | |
| GOOG | ALPHABET INC CAP STK CL A | 3.43 | 52,836 | 7,380,660 | ADDED | 0.14 | |
| GOOG | ALPHABET INC CAP STK CL C | 2.19 | 33,410 | 4,708,470 | ADDED | 1.06 | |
| HD | HOME DEPOT INC COM | 1.50 | 9,328 | 3,232,620 | REDUCED | -0.65 | |
| HON | HONEYWELL INTL INC COM | 0.16 | 1,670 | 350,216 | ADDED | 14.38 | |
| IPO | RENAISSANCE IPO ETF | 0.11 | 6,035 | 227,580 | REDUCED | -42.3 | |
| JNJ | JOHNSON & JOHNSON COM | 2.55 | 34,985 | 5,483,550 | REDUCED | -5.15 | |
| JPM | JPMORGAN CHASE & CO COM | 1.16 | 14,609 | 2,484,990 | ADDED | 0.52 | |
| KO | COCA COLA CO COM | 0.58 | 21,156 | 1,246,720 | UNCHANGED | 0.00 | |
| LHX | L3HARRIS TECHNOLOGIES INC COM | 1.26 | 12,881 | 2,713,000 | ADDED | 0.36 | |
| LLY | ELI LILLY & CO COM | 0.39 | 1,438 | 838,239 | REDUCED | -2.04 | |
| LNG | CHENIERE ENERGY INC COM NEW | 1.23 | 15,550 | 2,654,540 | ADDED | 67.82 | |
| MAR | MARRIOTT INTL INC NEW CL A | 0.58 | 5,550 | 1,251,580 | UNCHANGED | 0.00 | |
| MCD | MCDONALDS CORP COM | 1.21 | 8,750 | 2,594,460 | ADDED | 68.98 | |
| MDU | MDU RES GROUP INC COM | 1.93 | 210,026 | 4,158,520 | ADDED | 27.87 | |
| MKL | MARKEL GROUP INC COM | 1.90 | 2,883 | 4,093,570 | ADDED | 5.33 | |
| MKSI | MKS INSTRS INC COM | 0.76 | 15,917 | 1,637,380 | REDUCED | -2.23 | |
| MLM | MARTIN MARIETTA MATLS INC COM | 0.70 | 3,040 | 1,516,690 | UNCHANGED | 0.00 | |
| MRK | MERCK & CO INC COM | 2.26 | 44,489 | 4,850,190 | ADDED | 4.2 | |
| MSFT | MICROSOFT CORP COM | 4.34 | 24,795 | 9,323,910 | ADDED | 2.31 | |
| NFLX | NETFLIX INC COM | 0.67 | 2,956 | 1,439,220 | UNCHANGED | 0.00 | |
| NOC | NORTHROP GRUMMAN CORP COM | 0.23 | 1,075 | 503,251 | UNCHANGED | 0.00 | |
| NSC | NORFOLK SOUTHN CORP COM | 0.09 | 850 | 200,923 | NEW | ||
| NVDA | NVIDIA CORPORATION COM | 0.81 | 3,526 | 1,746,150 | ADDED | 1.97 | |
| NXPI | NXP SEMICONDUCTORS N V COM | 0.45 | 4,225 | 970,398 | REDUCED | -1.52 | |
| PEP | PEPSICO INC COM | 0.58 | 7,339 | 1,246,460 | UNCHANGED | 0.00 | |
| PFE | PFIZER INC COM | 0.16 | 11,856 | 341,334 | REDUCED | -33.52 | |
| PG | PROCTER AND GAMBLE CO COM | 0.10 | 1,456 | 213,362 | UNCHANGED | 0.00 | |
| PPG | PPG INDS INC COM | 0.20 | 2,884 | 431,302 | REDUCED | -4.31 | |
| PYPL | PAYPAL HLDGS INC COM | 0.10 | 3,315 | 203,574 | REDUCED | -47.04 | |
| QCOM | QUALCOMM INC COM | 2.21 | 32,918 | 4,760,930 | REDUCED | -0.36 | |
| QQQ | INVESCO QQQ TRUST SERIES I | 0.34 | 1,779 | 728,536 | ADDED | 46.3 | |
| SBAC | SBA COMMUNICATIONS CORP NEW CL A | 0.09 | 797 | 202,191 | NEW | ||
| SLB | SCHLUMBERGER LTD COM STK | 0.28 | 11,426 | 594,609 | ADDED | 25.75 | |
| SPY | SPDR S&P 500 ETF TRUST | 0.59 | 2,685 | 1,276,210 | REDUCED | -23.31 | |
| SSNC | SS&C TECHNOLOGIES HLDGS INC COM | 1.12 | 39,256 | 2,398,930 | REDUCED | -2.48 | |
| STWD | STARWOOD PPTY TR INC COM | 0.14 | 14,725 | 309,520 | UNCHANGED | 0.00 | |
| TSLA | TESLA INC COM | 0.11 | 987 | 245,250 | NEW | ||
| UBER | UBER TECHNOLOGIES INC COM | 0.66 | 22,975 | 1,414,570 | REDUCED | -21.99 | |
| UNH | UNITEDHEALTH GROUP INC COM | 0.24 | 965 | 508,044 | ADDED | 13.00 | |
| URI | UNITED RENTALS INC COM | 0.79 | 2,950 | 1,691,590 | REDUCED | -4.22 | |
| V | VISA INC COM CL A | 2.50 | 20,656 | 5,377,790 | ADDED | 1.46 | |
| VAW | VANGUARD HEALTH CARE ETF | 0.66 | 5,680 | 1,423,980 | ADDED | 21.52 | |
| VIG | VANGUARD DIVIDEND APPRECIATION ETF | 0.00 | 0.00 | 0.00 | SOLD OFF | -100 | |
| VOO | VANGUARD TOTAL STOCK MARKET ETF | 1.23 | 11,102 | 2,633,620 | REDUCED | -13.78 | |
| VOO | VANGUARD SMALL CAP VALUE ETF | 0.43 | 5,130 | 923,246 | ADDED | 7.57 | |
| VOO | VANGUARD S&P 500 ETF | 0.34 | 1,667 | 728,146 | ADDED | 4.38 | |
| VOO | VANGUARD MID-CAP ETF | 0.00 | 0.00 | 0.00 | SOLD OFF | -100 | |
| WDAY | WORKDAY INC CL A | 0.66 | 5,135 | 1,417,570 | ADDED | 0.79 | |
| WMT | WALMART INC COM | 1.12 | 15,292 | 2,410,780 | ADDED | 2.42 | |
| WTM | WHITE MTNS INS GROUP LTD COM | 0.14 | 206 | 310,032 | REDUCED | -10.04 | |
| XLB | TECHNOLOGY SELECT SECTOR SPDR FUND | 0.84 | 9,342 | 1,798,150 | ADDED | 15.96 | |
| XLB | ENERGY SELECT SECTOR SPDR FUND | 0.31 | 8,040 | 674,074 | REDUCED | -10.06 | |
| XLB | INDUSTRIAL SELECT SECTOR SPDR FUND | 0.23 | 4,330 | 493,577 | ADDED | 9.95 | |
| XOM | EXXON MOBIL CORP COM | 0.29 | 6,195 | 619,376 | ADDED | 22.07 | |
| ZBRA | ZEBRA TECHNOLOGIES CORPORATION CL A | 1.62 | 12,714 | 3,475,120 | REDUCED | -4.53 | |
| ZS | ZSCALER INC COM | 0.25 | 2,455 | 543,930 | ADDED | 0.82 | |
| BERKSHIRE HATHAWAY INC DEL CL B NEW | 6.54 | 39,428 | 14,062,400 | ADDED | 1.21 | ||
| KNIFE RIVER CORP COMMON STOCK | 1.48 | 47,962 | 3,174,120 | ADDED | 24.43 |