Institutional Investor · CIK 0001840501
HUDSON VALUE PARTNERS, LLC
Portfolio data for the last 6 months — sourced from SEC 13F filings
Stocks Held
133
Total Value
$518.96M
Total Shares
3.33M
Latest Filing
Jul 10, 2026
CIK
0001840501
Current Holdings
| Company↕ | Sector↕ | Industry | Period↕ | Filed↓ | Shares↕ | Value ($)↕ | Ownership↕ | Type | P/C/S | SEC Filing |
|---|---|---|---|---|---|---|---|---|---|---|
Alphabet Inc.(GOOGL.SW) | Communication Services | Internet Content & Information | 2026-06-30 | 2026-07-10 | 71,952 | $25.71M | 0.0006% | SH | — | View |
Berkshire Hathaway Inc.(BRK-B) | Financial Services | Insurance - Diversified | 2026-06-30 | 2026-07-10 | 46,971 | $23.50M | 0.0022% | SH | — | View |
Corning Inc(GLW.DE) | Technology | Hardware, Equipment & Parts | 2026-06-30 | 2026-07-10 | 78,634 | $20.09M | 0.0091% | SH | — | View |
Corning Inc(GLW) | Technology | Hardware, Equipment & Parts | 2026-06-30 | 2026-07-10 | 78,634 | $20.09M | 0.0091% | SH | — | View |
Apple Inc.(APC.DE) | Technology | Consumer Electronics | 2026-06-30 | 2026-07-10 | 61,779 | $17.88M | 0.0004% | SH | — | View |
Apple Inc.(AAPL) | Technology | Consumer Electronics | 2026-06-30 | 2026-07-10 | 61,779 | $17.88M | 0.0004% | SH | — | View |
Microsoft Corporation(MSFT) | Technology | Software - Infrastructure | 2026-06-30 | 2026-07-10 | 38,209 | $14.25M | 0.0005% | SH | — | View |
Dell Technologies Inc.(DELL) | Technology | Computer Hardware | 2026-06-30 | 2026-07-10 | 30,104 | $12.99M | 0.0045% | SH | — | View |
Dell Technologies Inc.(12DA.DE) | Technology | Computer Hardware | 2026-06-30 | 2026-07-10 | 30,104 | $12.99M | 0.0045% | SH | — | View |
ASML Holding N.V.(ASML) | Technology | Semiconductors | 2026-06-30 | 2026-07-10 | 6,367 | $12.67M | 0.0017% | SH | — | View |
| Industrials | Engineering & Construction | 2026-06-30 | 2026-07-10 | 74,538 | $12.37M | 0.1460% | SH | — | View | |
| Financial Services | Asset Management - Global | 2026-06-30 | 2026-07-10 | 27,116 | $10.03M | 0.0004% | SH | — | View | |
Johnson & Johnson(JNJ.DE) | Healthcare | Drug Manufacturers - General | 2026-06-30 | 2026-07-10 | 38,698 | $9.83M | 0.0016% | SH | — | View |
Johnson & Johnson(JNJ) | Healthcare | Drug Manufacturers - General | 2026-06-30 | 2026-07-10 | 38,698 | $9.83M | 0.0016% | SH | — | View |
NVIDIA Corporation(NVD.DE) | Technology | Semiconductors | 2026-06-30 | 2026-07-10 | 49,009 | $9.81M | 0.0002% | SH | — | View |
NVIDIA Corporation(NVDA) | Technology | Semiconductors | 2026-06-30 | 2026-07-10 | 49,009 | $9.81M | 0.0002% | SH | — | View |
Alphabet Inc.(ABEC.DE) | Communication Services | Internet Content & Information | 2026-06-30 | 2026-07-10 | 25,451 | $8.99M | 0.0002% | SH | — | View |
Visa Inc.(V) | Financial Services | Financial - Credit Services | 2026-06-30 | 2026-07-10 | 24,902 | $8.54M | 0.0013% | SH | — | View |
Visa Inc.(3V64.DE) | Financial Services | Financial - Credit Services | 2026-06-30 | 2026-07-10 | 24,902 | $8.54M | 0.0013% | SH | — | View |
Thermo Fisher Scientific Inc.(TN8.DE) | Healthcare | Medical - Diagnostics & Research | 2026-06-30 | 2026-07-10 | 16,653 | $8.35M | 0.0045% | SH | — | View |
| Healthcare | Medical - Diagnostics & Research | 2026-06-30 | 2026-07-10 | 16,653 | $8.35M | 0.0045% | SH | — | View | |
Markel Corporation(MKL) | Financial Services | Insurance - Property & Casualty | 2026-06-30 | 2026-07-10 | 3,940 | $7.69M | 0.0318% | SH | — | View |
Amgen Inc.(4332.HK) | Healthcare | Biotechnology | 2026-06-30 | 2026-07-10 | 21,171 | $7.67M | 0.0039% | SH | — | View |
| Utilities | Regulated Gas | 2026-06-30 | 2026-07-10 | 348,073 | $7.38M | 0.1665% | SH | — | View | |
Merck & Co., Inc.(6MK.DE) | Healthcare | Drug Manufacturers - General | 2026-06-30 | 2026-07-10 | 57,439 | $7.38M | 0.0023% | SH | — | View |
Franco-Nevada Corporation(FNV.TO) | Basic Materials | Gold | 2026-06-30 | 2026-07-10 | 33,589 | $7.00M | 0.0174% | SH | — | View |
ESAB Corporation(ESAB) | Industrials | Industrial - Machinery | 2026-06-30 | 2026-07-10 | 65,729 | $6.48M | 0.1080% | SH | — | View |
| Consumer Defensive | Discount Stores | 2026-06-30 | 2026-07-10 | 6,866 | $6.42M | 0.0015% | SH | — | View | |
QUALCOMM Incorporated(QCI.DE) | Technology | Semiconductors | 2026-06-30 | 2026-07-10 | 34,418 | $6.36M | 0.0033% | SH | — | View |
Advanced Micro Devices, Inc.(AMD.SW) | Technology | Semiconductors | 2026-06-30 | 2026-07-10 | 10,591 | $6.15M | 0.0006% | SH | — | View |
ONEOK, Inc.(OKE) | Energy | Oil & Gas Midstream | 2026-06-30 | 2026-07-10 | 67,843 | $5.90M | 0.0108% | SH | — | View |
Deere & Company(DE) | Industrials | Agricultural - Machinery | 2026-06-30 | 2026-07-10 | 9,130 | $5.79M | 0.0034% | SH | — | View |
JPMorgan Chase & Co.(CMC.DE) | Financial Services | Banks | 2026-06-30 | 2026-07-10 | 17,496 | $5.73M | 0.0007% | SH | — | View |
JPMorgan Chase & Co.(JPM) | Financial Services | Banks - Diversified | 2026-06-30 | 2026-07-10 | 17,496 | $5.73M | 0.0007% | SH | — | View |
| Basic Materials | Construction Materials | 2026-06-30 | 2026-07-10 | 60,904 | $5.45M | 0.0566% | SH | — | View | |
| Communication Services | Entertainment | 2026-06-30 | 2026-07-10 | 96,702 | $5.45M | 0.1521% | SH | — | View | |
Amentum Holdings, Inc.(AMTM) | Industrials | Aerospace & Defense | 2026-06-30 | 2026-07-10 | 250,185 | $5.17M | 0.1025% | SH | — | View |
| Financial Services | Insurance - Specialty | 2026-06-30 | 2026-07-10 | 100,489 | $4.74M | 0.0373% | SH | — | View | |
| Basic Materials | Construction Materials | 2026-06-30 | 2026-07-10 | 55,618 | $4.65M | 0.0980% | SH | — | View | |
| Financial Services | Asset Management | 2026-06-30 | 2026-07-10 | 24,163 | $4.56M | 0.6805% | SH | — | View | |
| Financial Services | Asset Management | 2026-06-30 | 2026-07-10 | 23,460 | $4.47M | 0.0036% | SH | — | View | |
| Industrials | Railroads | 2026-06-30 | 2026-07-10 | 50,029 | $4.34M | 0.0057% | SH | — | View | |
| Consumer Cyclical | Restaurants | 2026-06-30 | 2026-07-10 | 15,790 | $4.27M | 0.0022% | SH | — | View | |
McDonald's Corporation(MDO.DE) | Consumer Cyclical | Restaurants | 2026-06-30 | 2026-07-10 | 15,790 | $4.27M | 0.0022% | SH | — | View |
Amazon.com, Inc.(AMZ.DE) | Consumer Cyclical | Specialty Retail | 2026-06-30 | 2026-07-10 | 16,722 | $3.99M | 0.0002% | SH | — | View |
Amazon.com, Inc.(AMZN) | Consumer Cyclical | Specialty Retail | 2026-06-30 | 2026-07-10 | 16,722 | $3.99M | 0.0002% | SH | — | View |
Meta Platforms, Inc.(FB2A.DE) | Communication Services | Internet Content & Information | 2026-06-30 | 2026-07-10 | 6,829 | $3.85M | 0.0003% | SH | — | View |
Meta Platforms, Inc.(META) | Communication Services | Internet Content & Information | 2026-06-30 | 2026-07-10 | 6,829 | $3.85M | 0.0003% | SH | — | View |
| Technology | Software - Infrastructure | 2026-06-30 | 2026-07-10 | 5,000 | $3.82M | 0.0005% | SH | — | View | |
QXO, Inc.(QXO) | Industrials | Industrial - Distribution | 2026-06-30 | 2026-07-10 | 215,998 | $3.73M | 0.0208% | SH | — | View |
Walmart Inc.(WMT.DE) | Consumer Defensive | Discount Stores | 2026-06-30 | 2026-07-10 | 31,745 | $3.60M | 0.0004% | SH | — | View |
Walmart Inc.(WMT) | Consumer Defensive | Discount Stores | 2026-06-30 | 2026-07-10 | 31,745 | $3.60M | 0.0004% | SH | — | View |
Eli Lilly and Company(LLY.SW) | Healthcare | Drug Manufacturers - General | 2026-06-30 | 2026-07-10 | 2,587 | $3.10M | 0.0003% | SH | — | View |
| Consumer Cyclical | Specialty Retail | 2026-06-30 | 2026-07-10 | 29,344 | $2.82M | 0.0012% | SH | — | View | |
Alibaba Group Holding Limited(AHLA.DE) | Consumer Cyclical | Specialty Retail | 2026-06-30 | 2026-07-10 | 29,344 | $2.82M | 0.0012% | SH | — | View |
Dimensional - US Small…(DFSV) | Financial Services | Asset Management | 2026-06-30 | 2026-07-10 | 67,407 | $2.61M | 0.0337% | SH | — | View |
United Rentals, Inc.(URI) | Industrials | Rental & Leasing Services | 2026-06-30 | 2026-07-10 | 1,933 | $2.19M | 0.0031% | SH | — | View |
| Financial Services | Asset Management | 2026-06-30 | 2026-07-10 | 20,023 | $2.01M | 0.0260% | SH | — | View | |
| Financial Services | Asset Management - Bonds | 2026-06-30 | 2026-07-10 | 24,783 | $1.88M | 0.0199% | SH | — | View | |
FedEx Corporation(FDX) | Industrials | Integrated Freight & Logistics | 2026-06-30 | 2026-07-10 | 5,776 | $1.81M | 0.0024% | SH | — | View |
nVent Electric plc(NVT) | Industrials | Electrical Equipment & Parts | 2026-06-30 | 2026-07-10 | 10,070 | $1.71M | 0.0062% | SH | — | View |
SPDR S&P 500 ETF…(1557.T) | Financial Services | Asset Management | 2026-06-30 | 2026-07-10 | 2,239 | $1.67M | 0.0002% | SH | — | View |
ServiceNow, Inc.(NOW) | Technology | Software - Application | 2026-06-30 | 2026-07-10 | 16,420 | $1.63M | 0.0016% | SH | — | View |
| Consumer Cyclical | Travel Lodging | 2026-06-30 | 2026-07-10 | 4,360 | $1.62M | 0.0017% | SH | — | View | |
Emerson Electric Co.(EMR) | Industrials | Industrial - Machinery | 2026-06-30 | 2026-07-10 | 10,795 | $1.55M | 0.0019% | SH | — | View |
UBS Factor MSCI USA…(UBUR.DE) | Financial Services | Asset Management | 2026-06-30 | 2026-07-10 | 21,165 | $1.53M | 1.6278% | SH | — | View |
Uber Technologies, Inc.(UBER.SW) | Technology | Software - Application | 2026-06-30 | 2026-07-10 | 21,165 | $1.53M | 0.0010% | SH | — | View |
| Financial Services | Banks - Diversified | 2026-06-30 | 2026-07-10 | 11,900 | $1.37M | 0.0013% | SH | — | View | |
| Financial Services | Asset Management | 2026-06-30 | 2026-07-10 | 7,222 | $1.34M | 0.0039% | SH | — | View | |
| Basic Materials | Construction Materials | 2026-06-30 | 2026-07-10 | 2,270 | $1.31M | 0.0038% | SH | — | View | |
Energy Transfer LP(ETPC) | Energy | Oil & Gas Energy | 2026-06-30 | 2026-07-10 | 67,275 | $1.29M | N/A | SH | — | View |
Netflix, Inc.(NFC.DE) | Communication Services | Entertainment | 2026-06-30 | 2026-07-10 | 17,810 | $1.27M | 0.0004% | SH | — | View |
Netflix, Inc.(NFLX) | Communication Services | Entertainment | 2026-06-30 | 2026-07-10 | 17,810 | $1.27M | 0.0004% | SH | — | View |
The Coca-Cola Company(KO.SW) | Consumer Defensive | Beverages - Non-Alcoholic | 2026-06-30 | 2026-07-10 | 15,465 | $1.26M | 0.0004% | SH | — | View |
| Financial Services | Asset Management | 2026-06-30 | 2026-07-10 | 4,152 | $1.24M | 0.0062% | SH | — | View | |
| Financial Services | Asset Management - Global | 2026-06-30 | 2026-07-10 | 5,544 | $1.18M | 0.0012% | SH | — | View | |
Chevron Corporation(CHV.DE) | Energy | Oil & Gas Integrated | 2026-06-30 | 2026-07-10 | 6,940 | $1.15M | 0.0003% | SH | — | View |
Chevron Corporation(CVX) | Energy | Oil & Gas Integrated | 2026-06-30 | 2026-07-10 | 6,940 | $1.15M | 0.0003% | SH | — | View |
| Financial Services | Asset Management | 2026-06-30 | 2026-07-10 | 32,903 | $1.14M | 0.0164% | SH | — | View | |
| Financial Services | Asset Management | 2026-06-30 | 2026-07-10 | 1,454 | $1.07M | 0.0002% | SH | — | View | |
| Financial Services | Asset Management | 2026-06-30 | 2026-07-10 | 1,454 | $1.07M | 0.1492% | SH | — | View | |
| Financial Services | Asset Management - Global | 2026-06-30 | 2026-07-10 | 39,028 | $955.03K | 0.0197% | SH | — | View | |
| Technology | Technology Distributors | 2026-06-30 | 2026-07-10 | 4,437 | $946.90K | 0.0087% | SH | — | View | |
KKR & Co. Inc.(KKR) | Financial Services | Asset Management | 2026-06-30 | 2026-07-10 | 9,655 | $886.14K | 0.0011% | SH | — | View |
Broadcom Inc.(AVGO) | Technology | Semiconductors | 2026-06-30 | 2026-07-10 | 2,250 | $849.94K | 0.0000% | SH | — | View |
Applied Materials, Inc.(AP2.DE) | Industrials | Industrial - Machinery | 2026-06-30 | 2026-07-10 | 1,090 | $788.07K | 0.0001% | SH | — | View |
Applied Materials, Inc.(4336.HK) | Technology | Semiconductors | 2026-06-30 | 2026-07-10 | 1,090 | $788.07K | 0.0001% | SH | — | View |
The Home Depot, Inc.(HDI.DE) | Consumer Cyclical | Home Improvement | 2026-06-30 | 2026-07-10 | 2,082 | $734.28K | 0.0002% | SH | — | View |
| Consumer Cyclical | Home Improvement | 2026-06-30 | 2026-07-10 | 2,082 | $734.28K | 0.0002% | SH | — | View | |
JPMorgan Income ETF(JPIE) | Financial Services | Asset Management | 2026-06-30 | 2026-07-10 | 15,324 | $705.71K | 0.0132% | SH | — | View |
Walt Disney Company(WDP.DE) | Technology | Media & Entertainment | 2026-06-30 | 2026-07-10 | 7,039 | $677.50K | 0.0004% | SH | — | View |
| Financial Services | Asset Management | 2026-06-30 | 2026-07-10 | 8,548 | $645.01K | 0.0028% | SH | — | View | |
PepsiCo, Inc.(PEP) | Consumer Defensive | Beverages - Non-Alcoholic | 2026-06-30 | 2026-07-10 | 4,755 | $643.83K | 0.0003% | SH | — | View |
PepsiCo, Inc.(PEP.SW) | Consumer Defensive | Beverages - Non-Alcoholic | 2026-06-30 | 2026-07-10 | 4,755 | $643.83K | 0.0003% | SH | — | View |
Exxon Mobil Corporation(XONA.DE) | Energy | Oil & Gas Integrated | 2026-06-30 | 2026-07-10 | 4,700 | $642.58K | 0.0001% | SH | — | View |
| Financial Services | Asset Management | 2026-06-30 | 2026-07-10 | 11,470 | $609.17K | 0.0017% | SH | — | View | |
Magna International Inc.(MG.TO) | Consumer Cyclical | Auto - Parts | 2026-06-30 | 2026-07-10 | 9,273 | $608.87K | 0.0034% | SH | — | View |
The Boeing Company(BCO.DE) | Industrials | Aerospace & Defense | 2026-06-30 | 2026-07-10 | 2,810 | $608.28K | 0.0004% | SH | — | View |
Citigroup Inc.(TRVC.DE) | Financial Services | Banks | 2026-06-30 | 2026-07-10 | 4,285 | $599.73K | 0.0002% | SH | — | View |
| Financial Services | Banks - Diversified | 2026-06-30 | 2026-07-10 | 4,285 | $599.73K | 0.0002% | SH | — | View |
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