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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
+11.63%
1 Year Est. Return
+48.26%
3 Year Est. Return
+124.41%
5 Year Est. Return
+157.47%
10 Year Est. Return
–
AUM
$323M
AUM Growth
+$33.1M
Cap. Flow
+$3.18M
Cap. Flow %
0.98%
Top 10 Hldgs %
37.32%
Holding
119
New
10
Increased
33
Reduced
34
Closed
9

Top Buys

1
BABA icon
Alibaba
BABA
+$1.93M
2
VTWO icon
Vanguard Russell 2000 ETF
VTWO
+$1.25M
3
VTI icon
Vanguard Total Stock Market ETF
VTI
+$902K
4
FNF icon
Fidelity National Financial
FNF
+$806K
5
KWEB icon
KraneShares CSI China Internet ETF
KWEB
+$771K

Top Sells

1
BKNG icon
Booking.com
BKNG
+$1.54M
2
GLW icon
Corning
GLW
+$1.35M
3
VHT icon
Vanguard Health Care ETF
VHT
+$1.19M
4
HD icon
Home Depot
HD
+$877K
5
SMH icon
VanEck Semiconductor ETF
SMH
+$860K

Sector Composition

1 Technology 25.83%
2 Financials 15.71%
3 Industrials 12.82%
4 Communication Services 11.13%
5 Healthcare 8.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
EMR icon
51
Emerson Electric
EMR
$78.2B
$1.43M 0.44%
10,865
– –
GTLS icon
52
Chart Industries
GTLS
$1.35M 0.42%
6,740
– –
HD icon
53
Home Depot
HD
$338B
$1.34M 0.41%
3,305
-2,230
-40% -$877K
VTWO icon
54
Vanguard Russell 2000 ETF
VTWO
$17.5B
$1.32M 0.41%
+13,446
New +$1.25M
NOW icon
55
ServiceNow
NOW
$106B
$1.25M 0.39%
6,775
– –
KO icon
56
Coca-Cola
KO
$351B
$1.21M 0.37%
18,191
– –
MAR icon
57
Marriott International
MAR
$96.6B
$1.15M 0.36%
4,425
– –
NVT icon
58
nVent Electric
NVT
$25.1B
$1.15M 0.36%
11,675
– –
ET icon
59
Energy Transfer Partners
ET
$69.9B
$1.11M 0.34%
64,775
– –
EWZ icon
60
iShares MSCI Brazil ETF
EWZ
$9.1B
$1.1M 0.34%
35,503
+5,975
+20% +$171K
TSLA icon
61
Tesla
TSLA
$1.43T
$1.08M 0.33%
2,426
+1,673
+222% +$580K
GDX icon
62
VanEck Gold Miners ETF
GDX
$21.8B
$1.08M 0.33%
14,087
+1,086
+8% +$65.4K
FDX icon
63
FedEx
FDX
$74.7B
$1.06M 0.33%
4,481
– –
XLI icon
64
State Street Industrial Select Sector SPDR ETF
XLI
$33.3B
$1.04M 0.32%
6,727
+1,003
+18% +$152K
DHR icon
65
Danaher
DHR
$144B
$1.03M 0.32%
5,210
+1,575
+43% +$313K
KKR icon
66
KKR & Co
KKR
$90.6B
$1.02M 0.32%
7,835
– –
CM icon
67
Canadian Imperial Bank of Commerce
CM
$111B
$1.01M 0.31%
12,582
– –
QQQ icon
68
Invesco QQQ Trust
QQQ
$466B
$976K 0.3%
1,625
-51
-3% -$29.2K
IAI icon
69
iShares US Broker-Dealers & Securities Exchanges ETF
IAI
$1.42B
$946K 0.29%
5,349
+903
+20% +$157K
DIS icon
70
Walt Disney
DIS
$170B
$921K 0.29%
8,042
– –
ADP icon
71
Automatic Data Processing
ADP
$102B
$895K 0.28%
3,050
– –
KWEB icon
72
KraneShares CSI China Internet ETF
KWEB
$5.32B
$864K 0.27%
+20,560
New +$771K
BITB icon
73
Bitwise Bitcoin ETF
BITB
$2.46B
$820K 0.25%
13,186
+1,293
+11% +$80.5K
AVGO icon
74
Broadcom
AVGO
$1.76T
$742K 0.23%
2,250
-800
-26% -$245K
XOM icon
75
ExxonMobil
XOM
$611B
$724K 0.22%
6,425
+30
+0.5% +$3.33K
1 2
3
4 5

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FFG
Fortem Financial Group Palm Desert, California $399M AUM 47.19% 1-Year Est. Return
BA
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FI
Fosun International Hong Kong, China $399M AUM 16.11% 1-Year Est. Return
NC
NovaPoint Capital Atlanta, Georgia $399M AUM 26.97% 1-Year Est. Return
T2I
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THL
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IAA
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PNFS
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Hudson Value Partners's Q3 2025 Portfolio in Review

As of Q3 2025, Hudson Value Partners held 119 positions worth $323M, up 11% from $290M the previous quarter. Its ten largest holdings account for 37% of the portfolio.

Hudson Value Partners's Q3 2025 filing shows 10 new, 33 increased, 34 reduced and 9 closed positions. Its largest new stake was Alibaba: 14,709 shares worth $2.63M. The largest sale was Booking.com, an estimated $1.54M.

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

  • Hudson Value Partners's largest Q3 2025 buy was Alibaba: 14,709 shares worth $2.63M.
  • Hudson Value Partners added most to Vanguard Total Stock Market ETF in Q3 2025, an estimated $902K increase.
  • Hudson Value Partners's biggest Q3 2025 reduction was Corning, cutting an estimated $1.35M.
  • Hudson Value Partners fully exited Booking.com in Q3 2025, selling an estimated $1.54M.
  • Hudson Value Partners's ten largest holdings make up 37% of its $323M portfolio in Q3 2025.
  • Hudson Value Partners opened 10 new positions and closed 9 in Q3 2025.
  • Hudson Value Partners's portfolio value rose 11% quarter-over-quarter to $323M.

Based on Hudson Value Partners's 13F filing for Q3 2025, filed 30 Oct 2025.