Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Hudson Value Partners, LLC (CIK 1840501) reported $335.1M across 100 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: BRK/B ($22.0M, 6.56%), GOOGL ($21.3M, 6.34%), AAPL ($16.1M, 4.80%), MSFT ($13.1M, 3.92%), GLW ($12.0M, 3.57%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | BRK/B | BERKSHIRE HATHAWAY INC DEL CL B NEW | $22.0M | 6.56% | 45,873 | Added |
| 2 | GOOGL | ALPHABET INC CAP STK CL A | $21.3M | 6.34% | 73,922 | Added |
| 3 | AAPL | APPLE INC COM | $16.1M | 4.80% | 63,367 | Trimmed |
| 4 | MSFT | MICROSOFT CORP COM | $13.1M | 3.92% | 35,487 | Added |
| 5 | GLW | CORNING INC COM | $12.0M | 3.57% | 87,965 | Trimmed |
| 6 | ECG | EVERUS CONSTR GROUP COM | $9.1M | 2.71% | 76,815 | Trimmed |
| 7 | ASML | ASML HLDG NV N Y REGISTRY SHS | $8.9M | 2.67% | 6,765 | Trimmed |
| 8 | JNJ | JOHNSON & JOHNSON COM | $8.7M | 2.60% | 35,653 | Trimmed |
| 9 | FNV | FRANCO NEV CORP COM | $8.4M | 2.50% | 33,878 | Added |
| 10 | NVDA | NVIDIA CORPORATION COM | $7.7M | 2.31% | 44,430 | Trimmed |
| 11 | GOOG | ALPHABET INC CAP STK CL C | $7.7M | 2.29% | 26,768 | Trimmed |
| 12 | DELL | DELL TECHNOLOGIES INC CL C | $7.3M | 2.19% | 44,709 | Added |
| 13 | VTI | VANGUARD TOTAL STOCK MARKET ETF | $7.3M | 2.18% | 22,742 | Added |
| 14 | MDU | MDU RES GROUP INC COM | $7.3M | 2.17% | 350,713 | Added |
| 15 | V | VISA INC COM CL A | $7.2M | 2.15% | 23,821 | Added |
| 16 | MRK | MERCK & CO INC COM | $7.1M | 2.13% | 59,197 | Added |
| 17 | AMGN | AMGEN INC COM | $7.2M | 2.13% | 20,322 | Added |
| 18 | COST | COSTCO WHOLESALE CORPORATION COM | $7.0M | 2.07% | 6,978 | Trimmed |
| 19 | MKL | MARKEL GROUP INC COM | $6.8M | 2.03% | 3,562 | Added |
| 20 | TMO | THERMO FISHER SCIENTIFIC INC COM | $6.6M | 1.96% | 13,336 | Added |
| 21 | OKE | ONEOK INC NEW COM | $5.8M | 1.74% | 64,551 | Added |
| 22 | AMTM | AMENTUM HOLDINGS INC COM | $5.3M | 1.59% | 203,910 | Added |
| 23 | ESAB | ESAB CORPORATION COM | $5.3M | 1.58% | 54,814 | Added |
| 24 | FNF | FIDELITY NATL FINL INC COM SHS | $4.8M | 1.43% | 103,338 | Trimmed |
| 25 | JPM | JPMORGAN CHASE & CO COM | $4.7M | 1.41% | 16,083 | Added |
Source: SEC Form 13F filings · as of 2026-03-31