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
BITB icon
76
Bitwise Bitcoin ETF
BITB
$2.65B
$607K 0.18%
12,754
-432
ZS icon
77
Zscaler
ZS
$23.7B
$548K 0.16%
2,412
DUK icon
78
Duke Energy
DUK
$102B
$544K 0.16%
4,625
CVX icon
79
Chevron
CVX
$375B
$543K 0.16%
3,565
XLE icon
80
State Street Energy Select Sector SPDR ETF
XLE
$38.8B
$523K 0.16%
11,670
IWR icon
81
iShares Russell Mid-Cap ETF
IWR
$49.6B
$514K 0.15%
+5,280
NCDL icon
82
Nuveen Churchill Direct Lending
NCDL
$636M
$503K 0.15%
37,720
VOO icon
83
Vanguard S&P 500 ETF
VOO
$855B
$502K 0.15%
796
REGN icon
84
Regeneron Pharmaceuticals
REGN
$82.6B
$499K 0.15%
647
-112
TSLA icon
85
Tesla
TSLA
$1.51T
$486K 0.15%
1,077
-1,349
ABNB icon
86
Airbnb
ABNB
$79.9B
$439K 0.13%
3,237
-474
WTM icon
87
White Mountains Insurance
WTM
$5.51B
$428K 0.13%
206
PH icon
88
Parker-Hannifin
PH
$127B
$396K 0.12%
445
+48
PG icon
89
Procter & Gamble
PG
$380B
$379K 0.11%
2,634
+84
JPIE icon
90
JPMorgan Income ETF
JPIE
$8.13B
$367K 0.11%
7,928
-3
IBM icon
91
IBM
IBM
$224B
$366K 0.11%
1,225
+50
TJX icon
92
TJX Companies
TJX
$180B
$335K 0.1%
2,160
+264
DTM icon
93
DT Midstream
DTM
$14.1B
$319K 0.1%
2,651
HACK icon
94
Amplify Cybersecurity ETF
HACK
$1.89B
$309K 0.09%
3,800
EPD icon
95
Enterprise Products Partners
EPD
$79.8B
$303K 0.09%
9,433
CAT icon
96
Caterpillar
CAT
$350B
$292K 0.09%
505
+5
AMAT icon
97
Applied Materials
AMAT
$295B
$291K 0.09%
1,120
GLD icon
98
SPDR Gold Trust
GLD
$188B
$278K 0.08%
700
EMXC icon
99
iShares MSCI Emerging Markets ex China ETF
EMXC
$17.7B
$276K 0.08%
3,800
CSCO icon
100
Cisco
CSCO
$314B
$257K 0.08%
+3,333
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