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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
GTLS
51
DELISTED
Chart Industries
GTLS
$1.38M 0.41%
6,690
-50
-0.7% -$10.1K
VTWO icon
52
Vanguard Russell 2000 ETF
VTWO
$17.3B
$1.37M 0.41%
13,722
+276
+2% +$27.4K
ABT icon
53
Abbott
ABT
$183B
$1.36M 0.4%
10,789
– –
KO icon
54
Coca-Cola
KO
$377B
$1.27M 0.38%
18,191
– –
FDX icon
55
FedEx
FDX
$72.7B
$1.27M 0.38%
4,381
-100
-2% -$26.3K
DHR icon
56
Danaher
DHR
$137B
$1.22M 0.36%
5,288
+78
+1% +$17.1K
GDX icon
57
VanEck Gold Miners ETF
GDX
$22.7B
$1.21M 0.36%
14,108
+21
+0.1% +$1.66K
NVT icon
58
nVent Electric
NVT
$24.9B
$1.2M 0.36%
11,675
– –
CM icon
59
Canadian Imperial Bank of Commerce
CM
$108B
$1.14M 0.34%
12,582
– –
EWZ icon
60
iShares MSCI Brazil ETF
EWZ
$9.28B
$1.14M 0.34%
35,745
+242
+0.7% +$7.65K
HD icon
61
Home Depot
HD
$331B
$1.13M 0.34%
3,282
-23
-0.7% -$8.42K
KWEB icon
62
KraneShares CSI China Internet ETF
KWEB
$5.64B
$1.07M 0.32%
31,511
+10,951
+53% +$421K
ET icon
63
Energy Transfer Partners
ET
$70.1B
$1.07M 0.32%
64,775
– –
XLI icon
64
State Street Industrial Select Sector SPDR ETF
XLI
$32.8B
$1.05M 0.31%
6,800
+73
+1% +$11.2K
NOW icon
65
ServiceNow
NOW
$115B
$1.04M 0.31%
6,775
– –
DIS icon
66
Walt Disney
DIS
$167B
$1.02M 0.3%
8,894
+852
+11% +$93.8K
KKR icon
67
KKR & Co
KKR
$91.1B
$1.01M 0.3%
7,835
– –
IAI icon
68
iShares US Broker-Dealers & Securities Exchanges ETF
IAI
$1.36B
$972K 0.29%
5,416
+67
+1% +$11.8K
QQQ icon
69
Invesco QQQ Trust
QQQ
$453B
$930K 0.28%
1,508
-117
-7% -$71.8K
ADP icon
70
Automatic Data Processing
ADP
$106B
$792K 0.24%
3,050
– –
AVGO icon
71
Broadcom
AVGO
$1.85T
$787K 0.23%
2,250
– –
XOM icon
72
ExxonMobil
XOM
$644B
$777K 0.23%
6,425
– –
RSP icon
73
Invesco S&P 500 Equal Weight ETF
RSP
$97B
$695K 0.21%
3,609
+3
+0.1% +$569
PEP icon
74
PepsiCo
PEP
$190B
$694K 0.21%
4,820
– –
NVDA icon
75
CALL
NVIDIA
NVDA
$4.86T
$653K 0.19%
3,500
+700
+25% +$130K
1 2
3
4 5

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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.