1y return+31.7%S&P 500 +20.9%
3y return+71.8%S&P 500 +68.5%
5y return+69.0%S&P 500 +74.5%
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
$100 invested in its stock picks
Since December 31, 2020: $194 against $200 in the S&P 500.2
Hudson Value Partners, LLCS&P 500 (SPY)
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| GOOGLAlphabet Inc Cap Stk Cl A | $25.7M | 6.5% | −2.7% |
| BRK/BBerkshire Hathaway Inc Del Cl B New | $23.5M | 5.9% | +2.4% |
| GLWCorning Inc Com | $20.1M | 5.0% | −10.6% |
| AAPLApple Inc Com | $17.9M | 4.5% | −2.5% |
| MSFTMicrosoft Corp Com | $14.3M | 3.6% | +7.7% |
| DELLDell Technologies Inc Cl C | $13.0M | 3.3% | −32.7% |
| Asml Hldg Nv N Y Registry ShsCUSIP N07059210 | $12.7M | 3.2% | −5.9% |
| ECGEverus Constr Group Com | $12.4M | 3.1% | −3.0% |
| VTIVanguard Total Stock Market Etf | $10.0M | 2.5% | +19.2% |
| JNJJohnson & Johnson Com | $9.8M | 2.5% | +8.5% |
| NVDANvidia Corporation Com | $9.8M | 2.5% | +10.3% |
| GOOGAlphabet Inc Cap Stk Cl C | $9.0M | 2.3% | −4.9% |
| VVisa Inc Com Cl A | $8.5M | 2.1% | +4.5% |
| TMOThermo Fisher Scientific Inc Com | $8.3M | 2.1% | +24.9% |
| MKLMarkel Group Inc Com | $7.7M | 1.9% | +10.6% |
| AMGNAmgen Inc Com | $7.7M | 1.9% | +4.2% |
| MDUMdu Res Group Inc Com | $7.4M | 1.9% | |
| MRKMerck & Co Inc Com | $7.4M | 1.9% | −3.0% |
| FNVFranco Nev Corp Com | $7.0M | 1.8% | |
| ESABEsab Corporation Com | $6.5M | 1.6% | +19.9% |
| COSTCostco Wholesale Corporation Com | $6.4M | 1.6% | −1.6% |
| QCOMQualcomm Inc Com | $6.4M | 1.6% | +5.7% |
| AMDAdvanced Micro Devices Inc Com | $6.2M | 1.5% | −31.2% |
| Oneok Inc New ComCUSIP 682680103 | $5.9M | 1.5% | +5.1% |
| DEDeere & Co Com | $5.8M | 1.5% | +9.2% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| NVDANvidia Corporation Com | March 31, 2023 | +620.3% | $9.8M |
| GLWCorning Inc Com | December 31, 2020 | +609.5% | $20.1M |
| AMDAdvanced Micro Devices Inc Com | June 30, 2021 | +518.4% | $6.2M |
| CRWDCrowdstrike Hldgs Inc Cl A | March 31, 2023 | +456.0% | $3.8M |
| DELLDell Technologies Inc Cl C | March 31, 2025 | +373.4% | $13.0M |
| GOOGLAlphabet Inc Cap Stk Cl A | December 31, 2020 | +307.8% | $25.7M |
| GOOGAlphabet Inc Cap Stk Cl C | December 31, 2020 | +303.4% | $9.0M |
| XLKState Street Technology Select Sector Spdr Etf | December 31, 2020 | +193.1% | $4.5M |
| JPMJpmorgan Chase & Co Com | December 31, 2020 | +157.6% | $5.7M |
| ECGEverus Constr Group Com | December 31, 2024 | +152.4% | $12.4M |
Sold off last quarter
- XLCState Street Communication Services Select Sector Spdr Etf was $2.9M
- DHRDanaher Corp Del Com was $960K
- ABTAbbott Laboratories Com was $919K
- ABNBAirbnb Inc Com Cl A was $533K
- TSLATesla Inc Com was $302K
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +17.6% | +14.8% |
| March 31, 2026 | −1.1% | −4.6% |
| December 31, 2025 | +3.6% | +2.4% |
| September 30, 2025 | +9.4% | +7.8% |
| June 30, 2025 | +7.8% | +10.5% |
| March 31, 2025 | −3.4% | −4.6% |
| December 31, 2024 | −0.8% | +2.1% |
| September 30, 2024 | +5.4% | +5.4% |
| June 30, 2024 | +0.3% | +4.0% |
| March 31, 2024 | +10.0% | +10.0% |
| December 31, 2023 | +11.6% | +11.2% |
| September 30, 2023 | −2.7% | −3.6% |
| June 30, 2023 | +7.7% | +8.3% |
| March 31, 2023 | +5.8% | +7.0% |
| December 31, 2022 | +8.5% | +7.1% |
| September 30, 2022 | −6.4% | −5.3% |
| June 30, 2022 | −17.8% | −16.5% |
| March 31, 2022 | −5.5% | −4.9% |
| December 31, 2021 | +10.0% | +10.7% |
| September 30, 2021 | −0.7% | +0.3% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Hudson Value Partners, LLC Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1840501&type=13F-HR&dateb=&owner=include&count=40CIK 1840501
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/1840501/000184050126000004/Filed July 10, 2026 · accession 0001840501-26-000004