Latest Hudson Value Partners, LLC Stock Portfolio

Hudson Value Partners, LLC Performance:

2025 Q4: -0.87%YTD: 12.37%2024: 15.19%

Performance for 2025 Q4 is -0.87%, and YTD is 12.37%, and 2024 is 15.19%.

About Hudson Value Partners, LLC and 13F Hedge Fund Stock Holdings

In it's latest 13F Holdings report, Hudson Value Partners, LLC reported an equity portfolio of $335.8 Millions as of 31 Dec, 2025.

The top stock holdings of Hudson Value Partners, LLC are GOOG, , AAPL. The fund has invested 6.9% of it's portfolio in ALPHABET INC CAP STK CL A and 6.6% of portfolio in BERKSHIRE HATHAWAY INC DEL CL B NEW.

The fund managers got completely rid off ZEBRA TECHNOLOGIES CORPORATION CL A (ZBRA), IPATH SERIES B S&P 500 VIX SHORT-TERM FUTURES ETN and DEXCOM INC COM (DXCM) stocks. They significantly reduced their stock positions in TESLA INC COM (TSLA), PPG INDS INC COM (PPG) and REGENERON PHARMACEUTICALS COM (REGN). Hudson Value Partners, LLC opened new stock positions in ONEOK INC NEW COM (OKE), ISHARES RUSSELL MIDCAP ETF (IJR) and CISCO SYS INC COM (CSCO). The fund showed a lot of confidence in some stocks as they added substantially to NETFLIX INC COM (NFLX), SERVICENOW INC COM (NOW) and STATE STREET TECHNOLOGY SELECT SECTOR SPDR ETF (XLB).

Hudson Value Partners, LLC Annual Return Estimates Vs S&P 500

Our best estimate is that Hudson Value Partners, LLC made a return of -0.87% in the last quarter. In trailing 12 months, it's portfolio return was 12.37%.

Performance
S&P 500

New Buys

Ticker	$ Bought
oneok inc new com	3,063,210
ishares russell midcap etf	513,533
cisco sys inc com	257,319
travelers companies inc com	248,291
spdr dow jones industrial average etf trust	203,108

New stocks bought by Hudson Value Partners, LLC

Additions

Ticker	% Inc.
netflix inc com	886
servicenow inc com	400
state street technology select sector spdr etf	101
state street energy select sector spdr etf	100
meta platforms inc cl a	66.67
alibaba group hldg ltd sponsored ads	58.67
kraneshares csi china internet etf	53.26
tjx cos inc new com	13.92

Additions to existing portfolio by Hudson Value Partners, LLC

Reductions

Ticker	% Reduced
tesla inc com	-55.61
ppg inds inc com	-18.91
regeneron pharmaceuticals com	-14.76
idexx labs inc com	-14.29
airbnb inc com cl a	-12.77
spdr s&p 500 etf trust	-9.88
costco whsl corp new com	-9.8
invesco qqq trust series i	-7.2

Hudson Value Partners, LLC reduced stake in above stock

Sold off

Ticker	$ Sold
ipath series b s&p 500 vix short-term futures etn	-437,944
zebra technologies corporation cl a	-3,356,720
dexcom inc com	-402,394
oracle corp com	-268,584

Hudson Value Partners, LLC got rid off the above stocks

Sector Distribution

Hudson Value Partners, LLC has about 27.5% of it's holdings in Others sector.

Sector	%
Others	27.5
Technology	21.8
Communication Services	11.9
Industrials	10.6
Healthcare	9.9
Financial Services	8.5
Consumer Defensive	3.7
Consumer Cyclical	3.6
Energy	1.8

Market Cap. Distribution

Hudson Value Partners, LLC has about 67.4% of it's portfolio invested in the large-cap and mega-cap stocks.

Category	%
MEGA-CAP	41.5
UNALLOCATED	27.5
LARGE-CAP	25.9
MID-CAP	4.3

Stocks belong to which Index?

About 58% of the stocks held by Hudson Value Partners, LLC either belong to S&P 500 or RUSSELL 2000 index.

Index	%
S&P 500	56.3
Others	42.1
RUSSELL 2000	1.7

Top 5 Winners (%)		%
LLY	eli lilly & co com	41.1 %
REGN	regeneron pharmaceuticals com	34.5 %
AMD	advanced micro devices inc com	32.1 %
GOOG	alphabet inc cap stk cl a	28.8 %
GOOG	alphabet inc cap stk cl c	28.6 %

Top 5 Winners ($)		$
GOOG	alphabet inc cap stk cl a	5.2 M
GOOG	alphabet inc cap stk cl c	2.3 M
MRK	merck & co inc com	1.3 M
AAPL	apple inc com	1.2 M
TMO	thermo fisher scientific inc com	1.0 M

Top 5 Losers (%)		%
NFLX	netflix inc com	-86.7 %
NOW	servicenow inc com	-74.9 %
XLB	state street energy select sector spdr etf	-42.7 %
XLB	state street technology select sector spdr etf	-41.7 %
ZS	zscaler inc com	-24.2 %

Top 5 Losers ($)		$
NFLX	netflix inc com	-11.0 M
NOW	servicenow inc com	-3.1 M
XLB	state street technology select sector spdr etf	-2.7 M
BLDR	builders firstsource inc com	-1.1 M
MSFT	microsoft corp com	-1.0 M

Hudson Value Partners, LLC Holdings Map

This heatmap illustrates the top 50 positions within the fund's portfolio.

Current Stock Holdings of Hudson Value Partners, LLC

Hudson Value Partners, LLC has 107 stocks in it's portfolio. About 38.5% of the portfolio is in top 10 stocks. NFLX proved to be the most loss making stock for the portfolio. GOOG was the most profitable stock for Hudson Value Partners, LLC last quarter.

Last Reported on: 28 Jan, 2026

Ticker	Namesorted ascending	% Portfolio	Shares Held	$ Value	Type	% Change
AAPL	apple inc com	5.22	64,340	17,548,400	reduced	-3.09

AAXJ	ishares u.s. broker-dealers & securities exchanges etf	0.29	5,416	971,539	added	1.25

ABNB	airbnb inc com cl a	0.13	3,237	439,326	reduced	-12.77

ABT	abbott labs com	0.40	10,789	1,356,570	unchanged	0.00

ACWV	ishares msci brazil etf	0.34	35,745	1,135,680	added	0.68

ADP	automatic data processing inc com	0.24	3,050	791,567	unchanged	0.00

AFK	vaneck gold miners etf	0.36	14,108	1,210,150	added	0.15

AMAT	applied matls inc com	0.09	1,120	291,166	unchanged	0.00

AMD	advanced micro devices inc com	0.66	10,377	2,230,080	added	3.25

AMGN	amgen inc com	1.97	20,147	6,618,080	added	0.9

AMLX	amplify cybersecurity etf	0.09	3,800	308,718	unchanged	0.00

AMZN	amazon com inc com	1.25	18,117	4,206,460	reduced	-1.03

AVGO	broadcom inc com	0.23	2,250	787,163	unchanged	0.00

BA	boeing co com	0.18	2,820	614,549	unchanged	0.00

BABA	alibaba group hldg ltd sponsored ads	1.02	23,339	3,437,950	added	58.67

BATRA	atlanta braves hldgs inc com ser a	1.15	90,485	3,854,660	added	2.95

BBAX	jpmorgan income etf	0.11	7,928	367,260	reduced	-0.04

BLDR	builders firstsource inc com	1.83	59,659	6,153,290	added	0.86

BNDD	kraneshares csi china internet etf	0.32	31,511	1,073,830	added	53.26

BNDW	vanguard russell 2000 etf	0.41	13,722	1,365,690	added	2.05