Latest Hudson Value Partners, LLC Stock Portfolio

Hudson Value Partners, LLC Performance:

2026 Q1: -1.21%YTD: -1.21%2025: 19.16%

Performance for 2026 Q1 is -1.21%, and YTD is -1.21%, and 2025 is 19.16%.

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

On 2026-04-14, the fund reported it's updated stock portfolio. In the 13F Holdings report, Hudson Value Partners, LLC reported an equity portfolio of $335.1 Millions as of 31 Mar, 2026.

The top stock holdings of Hudson Value Partners, LLC are , GOOG, AAPL. The fund has invested 6.6% of it's portfolio in BERKSHIRE HATHAWAY INC DEL CL B NEW and 6.3% of portfolio in ALPHABET INC CAP STK CL A.

The fund managers got completely rid off CHART INDS INC COM (GTLS), VANGUARD RUSSELL 2000 ETF (BNDW) and ISHARES U.S. BROKER-DEALERS & SECURITIES EXCHANGES ETF (AAXJ) stocks. They significantly reduced their stock positions in VANECK GOLD MINERS ETF (AFK), HOME DEPOT INC COM (HD) and EXXON MOBIL CORP COM (XOM). Hudson Value Partners, LLC opened new stock positions in DIMENSIONAL US SMALL CAP VALUE ETF (DFAC), LEIDOS HOLDINGS INC COM (LDOS) and VANGUARD HEALTH CARE ETF (VAW). The fund showed a lot of confidence in some stocks as they added substantially to SERVICENOW INC COM (NOW), JPMORGAN INCOME ETF (BBAX) and ONEOK INC NEW COM (OKE).

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

Our best estimate is that Hudson Value Partners, LLC made a return of -1.21% in the last quarter. In trailing 12 months, it's portfolio return was 21.55%.

Performance
S&P 500

New Buys

Ticker	$ Bought
dimensional us small cap value etf	2,339,620
leidos holdings inc com	1,403,570
vanguard health care etf	1,108,660
akre focus etf	377,514
vanguard 0-3 month treasury bill etf	253,966

New stocks bought by Hudson Value Partners, LLC

Additions

Ticker	% Inc.
servicenow inc com	142
jpmorgan income etf	84.6
oneok inc new com	55.48
advanced micro devices inc com	48.34
airbnb inc com cl a	30.43
kraneshares csi china internet etf	30.36
thermo fisher scientific inc com	25.54
kkr & co inc com	17.8

Additions to existing portfolio by Hudson Value Partners, LLC

Reductions

Ticker	% Reduced
vaneck gold miners etf	-41.85
home depot inc com	-34.67
exxon mobil corp com	-26.85
tesla inc com	-24.51
abbott laboratories com	-17.05
regeneron pharmaceuticals com	-15.46
alphabet inc cap stk cl c	-14.06
parker-hannifin corp com	-13.48

Hudson Value Partners, LLC reduced stake in above stock

Sold off

Ticker	$ Sold
vanguard russell 2000 etf	-1,365,690
bitwise bitcoin etf trust	-606,619
chart inds inc com	-1,380,160
ishares u.s. broker-dealers & securities exchanges etf	-971,539
duke energy corp new com new	-544,270
procter and gamble co com	-379,383
metlife inc com	-206,672
ppg inds inc com	-236,598

Hudson Value Partners, LLC got rid off the above stocks

Sector Distribution

Hudson Value Partners, LLC has about 28.9% of it's holdings in Others sector.

Sector	%
Others	28.9
Technology	22.4
Communication Services	10.6
Healthcare	10.3
Industrials	10
Financial Services	7.5
Consumer Defensive	3.9
Consumer Cyclical	3.3
Energy	2.8

Market Cap. Distribution

Hudson Value Partners, LLC has about 67.2% of it's portfolio invested in the large-cap and mega-cap stocks.

Category	%
MEGA-CAP	38.9
UNALLOCATED	28.9
LARGE-CAP	28.3
MID-CAP	3.9

Stocks belong to which Index?

About 57.2% of the stocks held by Hudson Value Partners, LLC either belong to S&P 500 or RUSSELL 2000 index.

Index	%
S&P 500	55.8
Others	42.9
RUSSELL 2000	1.4

Top 5 Winners (%)		%
GLW	corning inc com	52.8 %
XLB	state street energy select sector spdr etf	36.7 %
XOM	exxon mobil corp com	34.9 %
CVX	chevron corporation com	34.8 %
	everus constr group com	34.3 %

Top 5 Winners ($)		$
GLW	corning inc com	4.2 M
	everus constr group com	2.4 M
ASML	asml hldg nv n y registry shs	1.8 M
DELL	dell technologies inc cl c	1.6 M
JNJ	johnson & johnson com	1.3 M

Top 5 Losers (%)		%
ZS	zscaler inc com	-36.6 %
KKR	kkr & co inc com	-26.5 %
QCOM	qualcomm inc com	-25.6 %
NOW	servicenow inc com	-25.1 %
MSFT	microsoft corp com	-22.9 %

Top 5 Losers ($)		$
MSFT	microsoft corp com	-3.9 M
GOOG	alphabet inc cap stk cl a	-1.9 M
QCOM	qualcomm inc com	-1.5 M
AAPL	apple inc com	-1.2 M
BLDR	builders firstsource inc com	-1.2 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 100 stocks in it's portfolio. About 38% of the portfolio is in top 10 stocks. MSFT proved to be the most loss making stock for the portfolio. GLW was the most profitable stock for Hudson Value Partners, LLC last quarter.

Last Reported on: 14 Apr, 2026

Ticker	Namesorted ascending	% Portfolio	Shares Held	$ Value	Type	% Change
AAPL	apple inc com	4.80	63,367	16,081,900	reduced	-1.51

AAXJ	ishares u.s. broker-dealers & securities exchanges etf	0.00	0.00	0.00	sold off	-100

ABNB	airbnb inc com cl a	0.16	4,222	533,154	added	30.43

ABT	abbott laboratories com	0.27	8,950	918,897	reduced	-17.05

ACWV	ishares msci brazil etf	0.37	32,001	1,228,510	reduced	-10.47

ADP	automatic data processing inc com	0.18	3,050	619,699	unchanged	0.00

AFK	vaneck gold miners etf	0.22	8,204	752,867	reduced	-41.85

AMAT	applied matls inc com	0.11	1,120	382,805	unchanged	0.00

AMD	advanced micro devices inc com	0.93	15,393	3,131,400	added	48.34

AMGN	amgen inc com	2.13	20,322	7,150,410	added	0.87

AMLX	amplify cybersecurity etf	0.09	3,800	285,342	unchanged	0.00

AMZN	amazon com inc com	1.09	17,608	3,667,220	reduced	-2.81

ASML	asml hldg nv n y registry shs	2.67	6,765	8,935,100	reduced	-12.15

AVGO	broadcom inc com	0.21	2,250	696,398	unchanged	0.00

BA	boeing co com	0.17	2,820	561,265	unchanged	0.00

BABA	alibaba group hldg ltd sponsored ads	0.88	23,613	2,962,530	added	1.17

BATRA	atlanta braves hldgs inc com ser a	1.27	90,177	4,251,840	reduced	-0.34

BBAX	jpmorgan income etf	0.20	14,635	674,225	added	84.6

BLDR	builders firstsource inc com	1.36	55,284	4,551,520	reduced	-7.33

BNDD	kraneshares csi china internet etf	0.35	41,079	1,167,880	added	30.36