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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
BA icon
76
Boeing
BA
$171B
$615K 0.18%
2,820
– –
BITB icon
77
Bitwise Bitcoin ETF
BITB
$2.41B
$607K 0.18%
12,754
-432
-3% -$23.5K
ZS icon
78
Zscaler
ZS
$24.5B
$548K 0.16%
2,412
– –
DUK icon
79
Duke Energy
DUK
$97.8B
$544K 0.16%
4,625
– –
CVX icon
80
Chevron
CVX
$392B
$543K 0.16%
3,565
– –
XLE icon
81
State Street Energy Select Sector SPDR ETF
XLE
$39.6B
$523K 0.16%
11,670
– –
IWR icon
82
iShares Russell Mid-Cap ETF
IWR
$56B
$514K 0.15%
+5,280
New +$508K
NCDL icon
83
Nuveen Churchill Direct Lending
NCDL
$599M
$503K 0.15%
37,720
– –
VOO icon
84
Vanguard S&P 500 ETF
VOO
$979B
$502K 0.15%
796
– –
REGN icon
85
Regeneron Pharmaceuticals
REGN
$78.5B
$499K 0.15%
647
-112
-15% -$76.1K
TSLA icon
86
Tesla
TSLA
$1.23T
$486K 0.14%
1,077
-1,349
-56% -$598K
ABNB icon
87
Airbnb
ABNB
$89.9B
$439K 0.13%
3,237
-474
-13% -$59K
WTM icon
88
White Mountains Insurance
WTM
$5.2B
$428K 0.13%
206
– –
PH icon
89
Parker-Hannifin
PH
$123B
$396K 0.12%
445
+48
+12% +$39.3K
PG icon
90
Procter & Gamble
PG
$336B
$379K 0.11%
2,634
+84
+3% +$12.4K
JPIE icon
91
JPMorgan Income ETF
JPIE
$10.1B
$367K 0.11%
7,928
-3
-0% -$139
IBM icon
92
IBM
IBM
$211B
$366K 0.11%
1,225
+50
+4% +$15K
TJX icon
93
TJX Companies
TJX
$174B
$335K 0.1%
2,160
+264
+14% +$39K
DTM icon
94
DT Midstream
DTM
$14.1B
$319K 0.1%
2,651
– –
HACK icon
95
Amplify Cybersecurity ETF
HACK
$2.68B
$309K 0.09%
3,800
– –
EPD icon
96
Enterprise Products Partners
EPD
$82.3B
$303K 0.09%
9,433
– –
CAT icon
97
Caterpillar
CAT
$375B
$292K 0.09%
505
+5
+1% +$2.78K
AMAT icon
98
Applied Materials
AMAT
$403B
$291K 0.09%
1,120
– –
GLD icon
99
SPDR Gold Trust
GLD
$131B
$278K 0.08%
700
– –
EMXC icon
100
iShares MSCI Emerging Markets ex China ETF
EMXC
$23.5B
$276K 0.08%
3,800
– –
1 2 3
4
5

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T2I
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THL
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IAA
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BWM
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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.