Hudson Value Partners, LLC
CIK 1840501 · Holdings on Jun 30, 2026 · First reported Jul 10, 2026
Top ten holdings
Q2 2026- GOOGL6.46%
- BRK.B5.90%
- GLW5.05%
- AAPL4.49%
- MSFT3.58%
- DELL3.26%
- ASML3.18%
- ECG3.11%
- VTI2.52%
- JNJ2.47%
Share classes counted separately40.02%
Portfolio value by quarter
What changed this quarter?
Within preview · weight change- GLWWeight increased · +1.48 pp3.57% → 5.05%Shares -9.33K (-10.61%)
- DELLWeight increased · +1.07 pp2.19% → 3.26%Shares -14.61K (-32.67%)
- FNVWeight decreased · -0.74 pp2.50% → 1.76%Shares -289 (-0.85%)
Weight = security value ÷ total reported holdings value. Changes are in percentage points; price moves also affect weights, so they are not trade sizes.
Top 10 holdings 25
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | GOOGLALPHABET INC-CL AStock View history and evidence | $25.71M | 6.46% | 71.95K shares | 6.35% → 6.46%+0.11 pp -1.97K (-2.66%) | Reduced | ↗▾ |
| 02 | BRK.BBERKSHIRE HATHAWAY INC-CL BStock View history and evidence | $23.50M | 5.90% | 46.97K shares | 6.56% → 5.90%-0.66 pp +1.10K (+2.39%) | Added | ↗▾ |
| 03 | GLWCORNING INCStock View history and evidence | $20.09M | 5.05% | 78.63K shares | 3.57% → 5.05%+1.48 pp -9.33K (-10.61%) | Reduced | ↗▾ |
| 04 | AAPLAPPLE INCStock View history and evidence | $17.88M | 4.49% | 61.78K shares | 4.80% → 4.49%-0.31 pp -1.59K (-2.51%) | Reduced | ↗▾ |
| 05 | MSFTMICROSOFT CORPStock View history and evidence | $14.25M | 3.58% | 38.21K shares | 3.92% → 3.58%-0.34 pp +2.72K (+7.67%) | Added | ↗▾ |
| 06 | DELLDELL TECHNOLOGIES -CStock View history and evidence | $12.99M | 3.26% | 30.10K shares | 2.19% → 3.26%+1.07 pp -14.61K (-32.67%) | Reduced | ↗▾ |
| 07 | ASMLASML HOLDING NV-NY REG SHSADR View history and evidence | $12.67M | 3.18% | 6.37K shares | 2.67% → 3.18%+0.51 pp -398 (-5.88%) | Reduced | ↗▾ |
| 08 | ECGEVERUS CONSTRUCTION GROUPStock View history and evidence | $12.37M | 3.11% | 74.54K shares | 2.71% → 3.11%+0.40 pp -2.28K (-2.96%) | Reduced | ↗▾ |
| 09 | VTIVG MORNINGSTAR TS MKT ETF-USETF View history and evidence | $10.03M | 2.52% | 27.12K shares | 2.18% → 2.52%+0.34 pp +4.37K (+19.23%) | Added | ↗▾ |
| 10 | JNJJOHNSON & JOHNSONStock View history and evidence | $9.83M | 2.47% | 38.70K shares | 2.60% → 2.47%-0.13 pp +3.04K (+8.54%) | Added | ↗▾ |
Options overlay 5
$383.67K notionalPut and Call positions are separate. Notional is based on underlying securities, not option premium, market value or net exposure. Quantities are underlying shares.
| Security | Put / Call | Underlying shares | Notional | Quantity change | |
|---|---|---|---|---|---|
View history and evidence | Call | 1.00K | $199.94K | 0 (0.00%) | ▾ |
GLWCORNING INCOption View history and evidence | Put | 300 | $76.58K | +300 | ▾ |
DELLDELL TECHNOLOGIES -COption View history and evidence | Put | 100 | $43.15K | +100 | ▾ |
3 / 5 options · preview only
Exited positions 5
| Security | Type | Shares out | Value out | Previous filing | This filing |
|---|---|---|---|---|---|
| XLC SS COMM SELECT SECTOR SPDR | Non-derivative | -25,783 | -$2.86M | SEC filing ↗ | SEC filing ↗ |
| DHR DANAHER CORP | Non-derivative | -5,063 | -$959.95K | SEC filing ↗ | SEC filing ↗ |
| ABT ABBOTT LABORATORIES | Non-derivative | -8,950 | -$918.90K | SEC filing ↗ | SEC filing ↗ |
3 / 5 preview exits. Up to 30 exit records are previewed. Exit means absent from the current filing; execution date, price and proceeds are unknown.
Every number has a source.
CIK 1840501 · Period Jun 30, 2026
Data loaded Sep 23, 2026 · First reported Jul 10, 2026
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 398501590
}Research all 113 reported holdings.
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