— Know what they know.
Not Investment Advice
Asset Manager ← All Institutions

Hudson Value Partners, LLC

2875 SOUTH OCEAN BLVD SUITE 200-26, PALM BEACH, FL 33480 • 646-343-9773

Q2 2026 · Filed 2026-07-10
Market Value
$398M
+18.9%
Holdings
113
+1
New Purchases
13
Added To
39
Closed
5
Reduced
40
Top 10 Concentration
40.0%
Turnover
15.9%

Top Buys (by % of Portfolio)

SymbolCur %Prior %Chg %Value
GLW 5.05% 3.57% +1.47% $20M
DELL 3.26% 2.19% +1.07% $13M
AMD 1.55% 0.93% +0.61% $6M
ASML 3.18% 2.67% +0.51% $13M
GBIL 0.50% 0.00% +0.50% $2M
GVIP 1.15% 0.70% +0.44% $5M
ECG 3.11% 2.71% +0.40% $12M
VBIL 0.47% 0.08% +0.40% $2M
CRWD 0.96% 0.59% +0.37% $4M
QCOM 1.60% 1.25% +0.35% $6M
VTI 2.52% 2.18% +0.34% $10M
QXO 0.94% 0.67% +0.27% $4M
ARW 0.24% 0.00% +0.24% $947K
XLK 1.12% 0.93% +0.20% $4M
MGA 0.15% 0.00% +0.15% $609K

Top Sells (by % of Portfolio)

SymbolCur %Prior %Chg %Value
XLC 0.00% 0.85% -0.85% $0
FNV 1.76% 2.50% -0.74% $7M
BRK-B 5.90% 6.56% -0.66% $24M
COST 1.61% 2.08% -0.46% $6M
MSFT 3.58% 3.92% -0.34% $14M
MDU 1.85% 2.17% -0.32% $7M
AAPL 4.49% 4.80% -0.31% $18M
LDOS 0.12% 0.42% -0.30% $465K
AMTM 1.30% 1.59% -0.29% $5M
DHR 0.00% 0.29% -0.29% $0
WMT 0.90% 1.19% -0.28% $4M
ABT 0.00% 0.27% -0.27% $0
MRK 1.85% 2.13% -0.27% $7M
0KCI.L 1.48% 1.74% -0.26% $6M
FNF 1.19% 1.43% -0.24% $5M

Sector Allocation Over Time

Industry Breakdown

IndustryWeight
Technology 25.0%
Financial Services 24.1%
Industrials 14.2%
Communication Services 10.8%
Healthcare 10.5%

Market Cap Concentration

TierHoldingsValueWeight
Mega Cap 39 $229M 57.5%
Large Cap 54 $106M 26.6%
Mid Cap 17 $58M 14.5%
Small Cap 2 $5M 1.3%
Micro Cap 1 $232K 0.1%

Portfolio Analytics

Avg Market Cap
$470.2B
Median Market Cap
$96.4B
Avg P/E
33.9
Median P/E
24.8
Avg Dividend Yield
0.01%
Avg Beta
1.00
# Stocks
89
# ETFs / Funds
24

Top Holdings (113 total)

# Symbol % Port Shares Value Avg Price Q/Q Value Chg Share Chg Chg % Status
1 GOOGL 6.46% 71,952 $26M $357.37 $4M -1,970 -2.7%
2 BRK-B 5.90% 46,971 $24M $500.40 $2M +1,098 +2.4%
3 GLW 5.05% 78,634 $20M $255.43 $8M -9,331 -10.6%
4 AAPL 4.49% 61,779 $18M $289.36 $2M -1,588 -2.5%
5 MSFT 3.58% 38,209 $14M $373.03 $1M +2,722 +7.7%
6 DELL 3.26% 30,104 $13M $431.46 $6M -14,605 -32.7%
7 ASML 3.18% 6,367 $13M $1,989.62 $4M -398 -5.9%
8 ECG 3.11% 74,538 $12M $165.95 $3M -2,277 -3.0%
9 VTI 2.52% 27,116 $10M $370.05 $3M +4,374 +19.2%
10 JNJ 2.47% 38,698 $10M $253.97 $1M +3,045 +8.5%
11 NVDA 2.46% 49,009 $10M $200.09 $2M +4,579 +10.3%
12 GOOG 2.26% 25,451 $9M $353.33 $1M -1,317 -4.9%
13 V 2.15% 24,902 $9M $343.10 $1M +1,081 +4.5%
14 TMO 2.10% 16,653 $8M $501.37 $2M +3,317 +24.9%
15 MKL 1.93% 3,940 $8M $1,953.04 $878K +378 +10.6%
16 AMGN 1.93% 21,171 $8M $362.13 $516K +849 +4.2%
17 MDU 1.85% 348,073 $7M $21.21 $116K -2,640 -0.8%
18 MRK 1.85% 57,439 $7M $128.50 $260K -1,758 -3.0%
19 FNV 1.76% 33,589 $7M $208.44 -$1M -289 -0.8%
20 ESAB 1.63% 65,729 $6M $98.63 $1M +10,915 +19.9%
21 COST 1.61% 6,866 $6M $935.47 -$530K -112 -1.6%
22 QCOM 1.60% 34,418 $6M $184.79 $2M +1,864 +5.7%
23 AMD 1.55% 10,591 $6M $580.91 $3M -4,802 -31.2%
24 0KCI.L 1.48% 67,843 $6M $86.94 $64K +3,292 +5.1%
25 DE 1.45% 9,130 $6M $634.34 $1M +773 +9.2%
26 JPM 1.44% 17,496 $6M $327.33 $996K +1,413 +8.8%
27 BLDR 1.37% 60,904 $5M $89.48 $898K +5,620 +10.2%
28 BATRA 1.37% 96,702 $5M $56.31 $1M +6,525 +7.2%
29 AMTM 1.30% 250,185 $5M $20.67 -$147K +46,275 +22.7%
30 FNF 1.19% 100,489 $5M $47.16 -$54K -2,849 -2.8%
31 KNF 1.17% 55,618 $5M $83.65 $119K +94 +0.2%
32 GVIP 1.15% 24,163 $5M $188.71 $2M +8,012 +49.6%
33 XLK 1.12% 23,460 $4M $190.52 $1M +110 +0.5%
34 CP 1.09% 50,029 $4M $86.68 $540K +1,639 +3.4%
35 MCD 1.07% 15,790 $4M $270.32 $250K +2,862 +22.1%
36 AMZN 1.00% 16,722 $4M $238.34 $318K -886 -5.0%
37 META 0.97% 6,829 $4M $563.29 -$151K -158 -2.3%
38 CRWD 0.96% 5,000 $4M $763.14 $2M -20 -0.4%
39 QXO 0.94% 215,998 $4M $17.28 $1M +100,856 +87.6%
40 WMT 0.90% 31,745 $4M $113.26 -$378K -225 -0.7%
41 LLY 0.78% 2,587 $3M $1,199.43 $711K -14 -0.5%
42 BABA 0.71% 29,344 $3M $95.98 -$146K +5,731 +24.3%
43 DFSV 0.66% 67,407 $3M $38.79 $275K +637 +0.9%
44 URI 0.55% 1,933 $2M $1,132.89 $774K -10 -0.5%
45 GBIL 0.50% 20,023 $2M $100.16 — +20,023 — NEW
46 VBIL 0.47% 24,783 $2M $75.68 $2M +21,426 +638.2%
47 FDX 0.45% 5,776 $2M $313.13 $258K +1,422 +32.7%
48 NVT 0.43% 10,070 $2M $169.61 $339K -1,505 -13.0%
49 SPY 0.42% 2,239 $2M $746.77 $226K +15 +0.7%
50 NOW 0.41% 16,420 $2M $99.28 -$87K — —
51 MAR 0.41% 4,360 $2M $370.59 $177K -40 -0.9%
52 EMR 0.39% 10,795 $2M $143.15 $124K -50 -0.5%
53 UBER 0.38% 21,165 $2M $72.16 -$471K -6,621 -23.8%
54 CM 0.34% 11,900 $1M $115.00 $176K -682 -5.4%
55 XLI 0.34% 7,222 $1M $185.24 $184K +90 +1.3%
56 MLM 0.33% 2,270 $1M $576.70 -$30K -5 -0.2%
57 ET 0.32% 67,275 $1M $19.12 -$31K -1,000 -1.5%
58 NFLX 0.32% 17,810 $1M $71.40 -$465K -250 -1.4%
59 KO 0.32% 15,465 $1M $81.27 -$108K -2,488 -13.9%
60 VHT 0.31% 4,152 $1M $299.02 $133K +81 +2.0%
61 RSP 0.30% 5,544 $1M $212.77 $487K +1,935 +53.6%
62 CVX 0.29% 6,940 $1M $165.76 $452K +3,565 +105.6%
63 EWZ 0.29% 32,903 $1M $34.50 -$93K +902 +2.8%
64 QQQ 0.27% 1,454 $1M $736.40 $282K +87 +6.4%
65 KWEB 0.24% 39,028 $955K $24.47 -$213K -2,051 -5.0%
66 ARW 0.24% 4,437 $947K $213.41 — +4,437 — NEW
67 KKR 0.22% 9,655 $886K $91.78 $32K +425 +4.6%
68 AVGO 0.21% 2,250 $850K $377.75 $154K — —
69 AMAT 0.20% 1,090 $788K $723.00 $405K -30 -2.7%
70 HD 0.18% 2,082 $734K $352.68 $29K -62 -2.9%
71 JPIE 0.18% 15,324 $706K $46.05 $31K +689 +4.7%
72 DIS 0.17% 7,039 $678K $96.25 -$114K -1,175 -14.3%
73 GDX 0.16% 8,548 $645K $75.46 -$108K +344 +4.2%
74 PEP 0.16% 4,755 $644K $135.40 -$105K -65 -1.4%
75 XONA.DE 0.16% 4,700 $643K $136.72 -$155K — —
76 XLE 0.15% 11,470 $609K $53.11 -$106K -200 -1.7%
77 MGA 0.15% 9,273 $609K $65.66 — +9,273 — NEW
78 BA 0.15% 2,810 $608K $216.47 $47K -10 -0.3%
79 C 0.15% 4,285 $600K $139.96 — +4,285 — NEW
80 IWR 0.15% 5,280 $582K $110.32 $69K — —
81 ADP 0.14% 2,500 $560K $223.95 -$60K -550 -18.0%
82 CAT 0.13% 503 $536K $1,064.90 $181K +3 +0.6%
83 VOO 0.13% 762 $523K $686.81 $50K -30 -3.8%
84 NCDL 0.12% 37,720 $468K $12.42 -$11K — —
85 LDOS 0.12% 4,515 $465K $102.97 -$939K -4,510 -50.0%
86 GM 0.11% 5,734 $442K $77.08 — +5,734 — NEW
87 WTM 0.11% 206 $427K $2,073.39 -$25K — —
88 HACK 0.10% 3,800 $399K $104.93 $113K — —
89 CSCO 0.10% 3,352 $394K $117.46 $135K +19 +0.6%
90 ZS 0.10% 2,787 $393K $141.15 $2K — —
91 DTM 0.10% 2,651 $389K $146.74 $32K — —
92 EMXC 0.10% 3,800 $389K $102.30 $90K — —
93 PH 0.09% 385 $377K $978.12 $32K — —
94 AKRE 0.09% 6,675 $355K $53.19 -$22K -468 -6.5%
95 REGN 0.09% 547 $341K $623.54 -$82K — —
96 IBM 0.08% 1,175 $330K $281.21 $46K — —
97 TJX 0.08% 2,160 $327K $151.50 -$18K — —
98 EPD 0.08% 8,203 $302K $36.76 -$37K -750 -8.4%
99 TRV 0.07% 856 $283K $330.12 $33K — —
100 ANTM 0.07% 725 $280K $386.73 — +725 — NEW

New Positions

SymbolValue% Port
GBIL $2M 0.50%
ARW $947K 0.24%
MGA $609K 0.15%
C $600K 0.15%
GM $442K 0.11%
ANTM $280K 0.07%
LEN $249K 0.06%
DG $246K 0.06%
THO $239K 0.06%
IPO $232K 0.06%
LRCX $220K 0.06%
DIA $219K 0.06%
PPG $218K 0.05%

Sold Out Positions

SymbolValue% Port
DHR — —%
ABT — —%
ABNB — —%
XLC — —%
TSLA — —%
View SEC EDGAR Filings for Hudson Value Partners, LLC →

Sign in to InsiderStreet

You'll also get our free weekly newsletter with
smart money signals, market insights, and alpha ideas.
Unsubscribe anytime.

For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms