HVP

Hudson Value Partners Portfolio holdings

AUM $319M
1-Year Est. Return 25.14%
This Quarter Est. Return
1 Year Est. Return
+25.14%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$319M
AUM Growth
+$29.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
115
New
Increased
Reduced
Closed

Top Buys

1
+$2.63M
2
+$1.32M
3
+$937K
4
KWEB icon
KraneShares CSI China Internet ETF
KWEB
+$864K
5
FNF icon
Fidelity National Financial
FNF
+$839K

Top Sells

1
+$1.69M
2
+$1.54M
3
+$1.19M
4
HD icon
Home Depot
HD
+$904K
5
SMH icon
VanEck Semiconductor ETF
SMH
+$860K

Sector Composition

1 Technology 26.18%
2 Financials 15.92%
3 Industrials 12.99%
4 Communication Services 11.28%
5 Healthcare 8.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
AMTM
26
Amentum Holdings
AMTM
$7B
$4.45M 1.38%
185,825
+124
KNF icon
27
Knife River
KNF
$4.19B
$4.15M 1.28%
53,927
+984
AMZN icon
28
Amazon
AMZN
$2.51T
$4.02M 1.24%
18,306
-163
BATRA icon
29
Atlanta Braves Holdings Series A
BATRA
$2.67B
$4M 1.24%
87,888
-13
MCD icon
30
McDonald's
MCD
$214B
$3.85M 1.19%
12,666
-270
XLK icon
31
State Street Technology Select Sector SPDR ETF
XLK
$94.6B
$3.68M 1.14%
13,055
+768
DE icon
32
Deere & Co
DE
$127B
$3.68M 1.14%
8,043
+1,243
CP icon
33
Canadian Pacific Kansas City
CP
$64.8B
$3.45M 1.07%
46,264
-852
WMT icon
34
Walmart
WMT
$896B
$3.36M 1.04%
32,644
-1,000
ZBRA icon
35
Zebra Technologies
ZBRA
$12.8B
$3.36M 1.04%
11,296
-2,535
META icon
36
Meta Platforms (Facebook)
META
$1.63T
$2.73M 0.85%
3,723
+380
XLC icon
37
State Street Communication Services Select Sector SPDR ETF
XLC
$26.2B
$2.72M 0.84%
22,981
+3,134
UBER icon
38
Uber
UBER
$182B
$2.64M 0.82%
26,983
BABA icon
39
Alibaba
BABA
$384B
$2.63M 0.81%
+14,709
CRWD icon
40
CrowdStrike
CRWD
$130B
$2.45M 0.76%
4,995
GVIP icon
41
Goldman Sachs Hedge Industry VIP ETF
GVIP
$428M
$2.36M 0.73%
15,401
+2,137
NFLX icon
42
Netflix
NFLX
$463B
$2.2M 0.68%
18,310
-120
URI icon
43
United Rentals
URI
$51B
$2.13M 0.66%
2,228
LLY icon
44
Eli Lilly
LLY
$936B
$2.11M 0.65%
2,770
+321
QXO
45
QXO Inc
QXO
$13B
$1.91M 0.59%
100,092
+24,532
SPY icon
46
SPDR S&P 500 ETF Trust
SPY
$698B
$1.65M 0.51%
2,480
-105
AMD icon
47
Advanced Micro Devices
AMD
$350B
$1.63M 0.5%
10,050
-1,165
MLM icon
48
Martin Marietta Materials
MLM
$36.7B
$1.48M 0.46%
2,350
-30
ABT icon
49
Abbott
ABT
$220B
$1.45M 0.45%
10,789
EMR icon
50
Emerson Electric
EMR
$74.1B
$1.43M 0.44%
10,865
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