account_balance
Investment manager · 13F filer · SEC CIK 1840501
Hudson Value Partners, LLC
Reported value$398Mas of Jun 30, 2026
Positions108 13 new, 5 sold out
Top 10 weight40.0%GOOGL alone is 6%
FiledJul 1010 days after quarter end
Portfolio · as of Jun 30, 2026
Where the money is
New or addedTrimmedHeld
GOOGLAlphabet Inc.
6.5%Trimmed −3%
BRK-BBerkshire Hathaway Inc
5.9%Added +2%
GLWCorning Inc
5.0%Trimmed −11%
AAPLApple Inc.
4.5%Trimmed −3%
MSFTMicrosoft Corp
3.6%Added +8%
DELLDell Technologies Inc.
3.3%Trimmed −33%
ASMLASML Holding NV
3.2%Trimmed −6%
ECGEverus Construction Group, Inc.
3.1%Trimmed −3%
VTIVanguard Total Stock Market ETF
2.5%Added +19%
JNJJohnson & Johnson
2.5%Added +9%
NVDANVIDIA Corp
2.5%Added +10%
GOOGAlphabet Inc.
2.3%−5%
GOOGLAlphabet Inc.
6.5%Trimmed −3%
BRK-BBerkshire Hathaway Inc
5.9%Added +2%
GLWCorning Inc
5.0%−11%
AAPLApple Inc.
4.5%−3%
MSFTMicrosoft Corp
3.6%+8%
DELLDell Technologies Inc.
3.3%
ASMLASML Holding NV
3.2%
ECGEverus Construction Group, Inc.
3.1%
VTIVanguard Total Stock Market ETF
2.5%
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
GOOGL Alphabet Inc. 6.5% Trimmed −3%BRK-B Berkshire Hathaway Inc 5.9% Added +2%GLW Corning Inc 5.0% Trimmed −11%AAPL Apple Inc. 4.5% Trimmed −3%MSFT Microsoft Corp 3.6% Added +8%DELL Dell Technologies Inc. 3.3% Trimmed −33%ASML ASML Holding NV 3.2% Trimmed −6%ECG Everus Construction Group, Inc. 3.1% Trimmed −3%
VTI Vanguard Total Stock Market ETF 2.5% Added +19%
JNJ Johnson & Johnson 2.5% Added +9%NVDA NVIDIA Corp 2.5% Added +10%GOOG Alphabet Inc. 2.3% Trimmed −5%What changed
Biggest moves since Mar 31, 2026
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