HVP

Hudson Value Partners Portfolio holdings

AUM $335M
1-Year Est. Return 27.18%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+27.18%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$335M
AUM Growth
+$16.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
112
New
Increased
Reduced
Closed

Top Buys

1
+$2.94M
2
+$1.66M
3
+$1.41M
4
NVDA icon
NVIDIA
NVDA
+$650K
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$638K

Top Sells

1
+$3.36M
2
+$729K
3
+$598K
4
AAPL icon
Apple
AAPL
+$550K
5
VXX icon
iPath Series B S&P 500 VIX Short-Term Futures ETN
VXX
+$438K

Sector Composition

1 Technology 23.98%
2 Financials 15.68%
3 Communication Services 13.01%
4 Industrials 12.68%
5 Healthcare 9.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
JPM icon
26
JPMorgan Chase
JPM
$815B
$4.86M 1.45%
15,046
-363
AMZN icon
27
Amazon
AMZN
$2.24T
$4.21M 1.26%
18,117
-189
META icon
28
Meta Platforms (Facebook)
META
$1.67T
$4.1M 1.22%
6,205
+2,482
MCD icon
29
McDonald's
MCD
$235B
$3.97M 1.19%
12,909
+243
DE icon
30
Deere & Co
DE
$168B
$3.92M 1.17%
8,359
+316
KNF icon
31
Knife River
KNF
$4.96B
$3.88M 1.16%
54,330
+403
BATRA icon
32
Atlanta Braves Holdings Series A
BATRA
$3.03B
$3.85M 1.15%
90,485
+2,597
XLK icon
33
State Street Technology Select Sector SPDR ETF
XLK
$87.4B
$3.79M 1.13%
26,286
+176
WMT icon
34
Walmart Inc
WMT
$1.02T
$3.71M 1.11%
33,224
+580
CP icon
35
Canadian Pacific Kansas City
CP
$78.8B
$3.59M 1.07%
48,307
+2,043
BABA icon
36
Alibaba
BABA
$326B
$3.44M 1.03%
23,339
+8,630
OKE icon
37
Oneok
OKE
$53.8B
$3.06M 0.91%
+41,516
LLY icon
38
Eli Lilly
LLY
$952B
$3M 0.89%
2,782
+12
XLC icon
39
State Street Communication Services Select Sector SPDR ETF
XLC
$27.1B
$2.7M 0.81%
22,921
-60
GVIP icon
40
Goldman Sachs Hedge Industry VIP ETF
GVIP
$547M
$2.42M 0.72%
15,632
+231
CRWD icon
41
CrowdStrike
CRWD
$98.8B
$2.23M 0.67%
4,720
-275
AMD icon
42
Advanced Micro Devices
AMD
$313B
$2.23M 0.67%
10,377
+327
UBER icon
43
Uber
UBER
$158B
$2.14M 0.64%
26,092
-891
QXO
44
QXO Inc
QXO
$15.7B
$2.06M 0.61%
99,720
-372
URI icon
45
United Rentals
URI
$52.6B
$1.76M 0.53%
2,158
-70
NFLX icon
46
Netflix
NFLX
$411B
$1.69M 0.51%
18,060
-250
SPY icon
47
State Street SPDR S&P 500 ETF Trust
SPY
$690B
$1.53M 0.46%
2,235
-245
MLM icon
48
Martin Marietta Materials
MLM
$39.6B
$1.48M 0.44%
2,350
EMR icon
49
Emerson Electric
EMR
$83.3B
$1.46M 0.44%
10,865
MAR icon
50
Marriott International
MAR
$87.9B
$1.38M 0.41%
4,425
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