StockDriftsStockDriftsTop 50 Hudson Value Partners, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| BRK.B | BERKSHIRE HATHAWAY INC DEL CL B NEW | 6.56% | 45.9K | $22.0M | +3.56%(+1.58K) | $276.04(+83.95%) | 2026-03-31 | |
| GOOGL | ALPHABET INC CAP STK CL A | 6.35% | 73.9K | $21.3M | +0.15%(+110) | $109.05(+230.05%) | 2026-03-31 | |
| AAPL | APPLE INC COM | 4.8% | 63.4K | $16.1M | -1.51%(-973) | $135.88(+127.13%) | 2026-03-31 | |
| MSFT | MICROSOFT CORP COM | 3.92% | 35.5K | $13.1M | +11.74%(+3.73K) | $299.40(+30.42%) | 2026-03-31 | |
| GLW | CORNING INC COM | 3.57% | 88.0K | $12.0M | -1.59%(-1.42K) | $35.06(+461.28%) | 2026-03-31 | |
| ECG | EVERUS CONSTR GROUP COM | 2.71% | 76.8K | $9.1M | -3.69%(-2.94K) | $64.92(+112.96%) | 2026-03-31 | |
| ASML | ASML HLDG NV N Y REGISTRY SHS | 2.67% | 6.8K | $8.9M | -12.15%(-936) | $712.86(+148.20%) | 2026-03-31 | |
| JNJ | JOHNSON & JOHNSON COM | 2.6% | 35.7K | $8.7M | -1.08%(-389) | $160.52(+63.87%) | 2026-03-31 | |
| FNV | FRANCO NEV CORP COM | 2.5% | 33.9K | $8.4M | +5.19%(+1.67K) | $126.56(+71.91%) | 2026-03-31 | |
| NVDA | NVIDIA CORPORATION COM | 2.31% | 44.4K | $7.7M | -7.22%(-3.46K) | $68.47(+184.57%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | -1.00% | -2.97% |
| Top 20 Holdings Unweighted | +0.30% | +0.91% |
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