HUDSON VALUE PARTNERS, LLC 13F Portfolio
HUDSON VALUE PARTNERS, LLC runs HUDSON VALUE PARTNERS, LLC and currently holds 113 stock positions, which is fewer than the average of 231 among the investors we track. The portfolio is valued at approximately $398.50M. Their top holdings are GOOGL, BRK-B, GLW, AAPL, MSFT. The top five represent 25.5% of reported portfolio weight. HUDSON VALUE PARTNERS, LLC ranks #386 out of 1000 investors tracked by Alpha Score. In the most recent quarter, HUDSON VALUE PARTNERS, LLC initiated 5 new positions. They added to 39 existing positions. They trimmed 40 positions. Their current best-performing preview position is AMD with returns of +185.56%.
Portfolio Value
$398.50M
Alpha Score
64.7
#386 of 1000
Holdings
113
HUDSON VALUE PARTNERS, LLC Current 13F Holdings
Reported holdings from HUDSON VALUE PARTNERS, LLC's latest SEC 13F filing, ranked by portfolio weight.
113 stock holdings
| Holding | Weight | Avg Buy | Current | Return | Quarter Change |
|---|---|---|---|---|---|
 GOOGL ALPHABET INC CAP STK CL A | 6.45% | $116.87 | $351.66 | +200.90% | Trimmed -2.67% |
 BRK-B BERKSHIRE HATHAWAY INC DEL CL B NEW | 5.90% | $287.30 | $515.44 | +79.41% | Added +2.39% |
 GLW CORNING INC COM | 5.04% | $36.57 | $156.69 | +328.47% | Trimmed -10.61% |
 AAPL APPLE INC COM | 4.49% | $148.53 | $336.68 | +126.68% | Trimmed -2.51% |
 MSFT MICROSOFT CORP COM | 3.58% | $310.48 | $535.07 | +72.34% | Added +7.67% |
 DELL DELL TECHNOLOGIES INC CL C | 3.26% | $91.99 | $586.28 | +537.33% | Trimmed -32.67% |
 ASML ASML HLDG NV N Y REGISTRY SHS | 3.18% | $732.47 | $1,780.34 | +143.06% | Trimmed -5.88% |
 ECG EVERUS CONSTR GROUP COM | 3.10% | $64.43 | $122.38 | +89.94% | Trimmed -2.96% |
 VTI VANGUARD TOTAL STOCK MARKET ETF | 2.52% | $290.06 | $381.92 | +31.67% | Added +19.23% |
 JNJ JOHNSON & JOHNSON COM | 2.47% | $170.55 | $261.49 | +53.32% | Added +8.54% |
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