StockDriftsStockDriftsTop 50 Hudson Value Partners, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| GOOGL | ALPHABET INC CAP STK CL A | 6.46% | 72.0K | $25.7M | -2.66%(-1.97K) | $109.05(+216.12%) | 2026-06-30 | |
| BRK.B | BERKSHIRE HATHAWAY INC DEL CL B NEW | 5.9% | 47.0K | $23.5M | +2.39%(+1.10K) | $280.98(+78.42%) | 2026-06-30 | |
| GLW | CORNING INC COM | 5.05% | 78.6K | $20.1M | -10.61%(-9.33K) | $35.06(+383.94%) | 2026-06-30 | |
| AAPL | APPLE INC COM | 4.49% | 61.8K | $17.9M | -2.51%(-1.59K) | $135.88(+124.74%) | 2026-06-30 | |
| MSFT | MICROSOFT CORP COM | 3.58% | 38.2K | $14.3M | +7.67%(+2.72K) | $304.15(+59.82%) | 2026-06-30 | |
| DELL | DELL TECHNOLOGIES INC CL C | 3.26% | 30.1K | $13.0M | -32.67%(-14.61K) | $103.73(+362.69%) | 2026-06-30 | |
| ASML | ASML HLDG NV N Y REGISTRY SHS | 3.18% | 6.4K | $12.7M | -5.88%(-398) | $712.86(+162.01%) | 2026-06-30 | |
| ECG | EVERUS CONSTR GROUP COM | 3.11% | 74.5K | $12.4M | -2.96%(-2.28K) | $64.92(+117.24%) | 2026-06-30 | |
| VTI | VANGUARD TOTAL STOCK MARKET ETF | 2.52% | 27.1K | $10.0M | +19.23%(+4.37K) | $272.98(+40.44%) | 2026-06-30 | |
| JNJ | JOHNSON & JOHNSON COM | 2.47% | 38.7K | $9.8M | +8.54%(+3.04K) | $167.42(+55.57%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +3.12% | +9.65% | +1.70% | +8.77% |
| Top 20 Holdings Unweighted | +4.89% | +15.41% | +2.58% | +13.59% |
Hudson Value Partners, LLC reports $398.50M in US-listed equity holdings across 108 positions in its most recent 13F filing. Its largest disclosed positions are GOOGL (6.5%), BRK.B (5.9%) and GLW (5.0%). The top 20 holdings account for 59.94% of reported assets. Its disclosed equity book has returned +9.65% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Hudson Value Partners, LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1840501). View Hudson Value Partners, LLC’s 13F filings on SEC