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HVP

Hudson Value Partners Portfolio holdings

AUM $399M
1-Year Est. Return 48.26%
This Fund
S&P 500
This Quarter Est. Return
+5.08%
1 Year Est. Return
+48.26%
3 Year Est. Return
+124.41%
5 Year Est. Return
+157.47%
10 Year Est. Return
–
AUM
$336M
AUM Growth
+$12.9M
Cap. Flow
+$54.6K
Cap. Flow %
0.02%
Top 10 Hldgs %
38.53%
Holding
115
New
5
Increased
46
Reduced
26
Closed
7

Top Buys

Rank Stock Value
1
OKE icon
Oneok
OKE
+$2.94M
2
META icon
Meta Platforms (Facebook)
META
+$1.66M
3
BABA icon
Alibaba
BABA
+$1.41M
4
NVDA icon
NVIDIA
NVDA
+$650K
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$638K

Top Sells

Rank Stock Value
1
ZBRA icon
Zebra Technologies
ZBRA
+$3.36M
2
COST icon
Costco
COST
+$729K
3
TSLA icon
Tesla
TSLA
+$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

Rank Sector Weight
1 Technology 23.93%
2 Financials 15.65%
3 Communication Services 12.99%
4 Industrials 12.65%
5 Healthcare 9.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
JPM icon
26
JPMorgan Chase
JPM
$935B
$4.86M 1.45%
15,046
-363
-2% -$112K
AMZN icon
27
Amazon
AMZN
$2.92T
$4.21M 1.25%
18,117
-189
-1% -$43.2K
META icon
28
Meta Platforms (Facebook)
META
$1.42T
$4.1M 1.22%
6,205
+2,482
+67% +$1.66M
MCD icon
29
McDonald's
MCD
$192B
$3.97M 1.18%
12,909
+243
+2% +$74.4K
DE icon
30
Deere & Co
DE
$160B
$3.92M 1.17%
8,359
+316
+4% +$148K
KNF icon
31
Knife River
KNF
$4.15B
$3.88M 1.16%
54,330
+403
+0.7% +$28.3K
BATRA icon
32
Atlanta Braves Holdings Series A
BATRA
$3.49B
$3.85M 1.15%
90,485
+2,597
+3% +$112K
XLK icon
33
State Street Technology Select Sector SPDR ETF
XLK
$115B
$3.79M 1.13%
26,286
+176
+0.7% +$25.4K
WMT icon
34
Walmart Inc
WMT
$885B
$3.71M 1.1%
33,224
+580
+2% +$62.3K
CP icon
35
Canadian Pacific Kansas City
CP
$78.1B
$3.59M 1.07%
48,307
+2,043
+4% +$150K
BABA icon
36
Alibaba
BABA
$293B
$3.44M 1.02%
23,339
+8,630
+59% +$1.41M
OKE icon
37
Oneok
OKE
$57.2B
$3.06M 0.91%
+41,516
New +$2.94M
LLY icon
38
Eli Lilly
LLY
$1.02T
$3M 0.89%
2,782
+12
+0.4% +$11.5K
XLC icon
39
State Street Communication Services Select Sector SPDR ETF
XLC
$22.3B
$2.7M 0.8%
22,921
-60
-0.3% -$6.91K
GVIP icon
40
Goldman Sachs Hedge Industry VIP ETF
GVIP
$554M
$2.42M 0.72%
15,632
+231
+1% +$35.4K
CRWD icon
41
CrowdStrike
CRWD
$194B
$2.23M 0.66%
18,880
-1,100
-6% -$140K
AMD icon
42
Advanced Micro Devices
AMD
$776B
$2.23M 0.66%
10,377
+327
+3% +$73.4K
UBER icon
43
Uber
UBER
$143B
$2.14M 0.64%
26,092
-891
-3% -$80.2K
QXO
44
QXO Inc
QXO
$13.8B
$2.06M 0.61%
99,720
-372
-0.4% -$7.13K
URI icon
45
United Rentals
URI
$67.2B
$1.76M 0.52%
2,158
-70
-3% -$60.8K
NFLX icon
46
Netflix
NFLX
$299B
$1.69M 0.5%
18,060
-250
-1% -$27K
SPY icon
47
State Street SPDR S&P 500 ETF Trust
SPY
$790B
$1.53M 0.45%
2,235
-245
-10% -$166K
MLM icon
48
Martin Marietta Materials
MLM
$31.5B
$1.48M 0.44%
2,350
– –
EMR icon
49
Emerson Electric
EMR
$83.9B
$1.46M 0.44%
10,865
– –
MAR icon
50
Marriott International
MAR
$98.3B
$1.38M 0.41%
4,425
– –
1
2
3 4 5

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T2I
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Hudson Value Partners's Q4 2025 Portfolio in Review

As of Q4 2025, Hudson Value Partners held 115 positions worth $336M, up 4% from $323M the previous quarter. Its ten largest holdings account for 39% of the portfolio.

Hudson Value Partners's Q4 2025 filing shows 5 new, 46 increased, 26 reduced and 7 closed positions. Its largest new stake was Oneok: 41,516 shares worth $3.06M. The largest sale was Zebra Technologies, an estimated $3.36M.

By sector, the portfolio is most concentrated in Technology at 24% of assets, down from 26% a quarter earlier, followed by Financials and Communication Services.

  • Hudson Value Partners's largest Q4 2025 buy was Oneok: 41,516 shares worth $3.06M.
  • Hudson Value Partners added most to Meta Platforms (Facebook) in Q4 2025, an estimated $1.66M increase.
  • Hudson Value Partners's biggest Q4 2025 reduction was Costco, cutting an estimated $729K.
  • Hudson Value Partners fully exited Zebra Technologies in Q4 2025, selling an estimated $3.36M.
  • Hudson Value Partners's ten largest holdings make up 39% of its $336M portfolio in Q4 2025.
  • Hudson Value Partners opened 5 new positions and closed 7 in Q4 2025.
  • Hudson Value Partners's portfolio value rose 4% quarter-over-quarter to $336M.

Based on Hudson Value Partners's 13F filing for Q4 2025, filed 28 Jan 2026.