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HUDSON VALUE PARTNERS, LLC
HUDSON VALUE PARTNERS, LLC
Latest filing: 2026-06-30
HUDSON VALUE PARTNERS, LLC runs HUDSON VALUE PARTNERS, LLC and currently holds 113 stock positions, which is fewer than the average of 230 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 #429 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%.
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113 stock holdings
| Holding | Weight | Avg Buy | Current | Return | Quarter Change |
|---|---|---|---|---|---|
 GOOGL ALPHABET INC CAP STK CL A | 6.45% | $116.87 | $344.82 | +195.05% | Trimmed -2.67% |
 BRK-B BERKSHIRE HATHAWAY INC DEL CL B NEW | 5.90% | $287.30 | $495.77 | +72.56% | Added +2.39% |
 GLW CORNING INC COM | 5.04% | $36.57 | $149.82 | +309.68% | Trimmed -10.61% |
 AAPL APPLE INC COM | 4.49% | $148.53 | $309.35 | +108.27% | Trimmed -2.51% |
 MSFT MICROSOFT CORP COM | 3.58% | $310.48 | $483.24 | +55.64% | Added +7.67% |
 DELL DELL TECHNOLOGIES INC CL C | 3.26% | $91.99 | $441.74 | +380.20% | Trimmed -32.67% |
 ASML ASML HLDG NV N Y REGISTRY SHS | 3.18% | $732.47 | $1,763.76 | +140.80% | Trimmed -5.88% |
 ECG EVERUS CONSTR GROUP COM | 3.10% | $64.43 | $126.02 | +95.59% | Trimmed -2.96% |
 VTI VANGUARD TOTAL STOCK MARKET ETF | 2.52% | $290.06 | $378.25 | +30.40% | Added +19.23% |
 JNJ JOHNSON & JOHNSON COM | 2.47% | $170.55 | $270.30 | +58.48% | Added +8.54% |
Showing 1-10 of 113