HVP
Hudson Value Partners Portfolio holdings
AUM
$319M
1-Year Est. Return
25.14%
1 Year Est. Return
+25.14%
AUM
$319M
AUM Growth
+$29.1M
(+10%)
Holding
115
Top Buys
| 1 | +$2.63M | |
| 2 | +$1.32M | |
| 3 | +$937K | |
| 4 |
KraneShares CSI China Internet ETF
KWEB
|
+$864K |
| 5 |
Fidelity National Financial
FNF
|
+$839K |
Top Sells
| 1 | +$1.69M | |
| 2 | +$1.54M | |
| 3 | +$1.19M | |
| 4 |
Home Depot
HD
|
+$904K |
| 5 |
VanEck Semiconductor ETF
SMH
|
+$860K |
Sector Composition
| 1 | Technology | 26.18% |
| 2 | Financials | 15.92% |
| 3 | Industrials | 12.99% |
| 4 | Communication Services | 11.28% |
| 5 | Healthcare | 8.74% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
101
SPDR Gold Trust
GLD
$141B
| $249K | 0.08% |
700
|
|
||
102
Caterpillar
CAT
$273B
| $239K | 0.07% |
+500
|
|
||
103
Applied Materials
AMAT
$211B
| $229K | 0.07% |
1,120
|
|
||
104
Idexx Laboratories
IDXX
$58.5B
| $224K | 0.07% |
+350
|
|
||
105
MetLife
MET
$50.3B
| $214K | 0.07% |
2,600
|
|
||
106
Citigroup
C
$185B
| $201K | 0.06% |
+1,980
|
|
||
|
107
VanEck Semiconductor ETF
SMH
$36.1B
| – | – |
-3,082
|
|
||
108
Snap
SNAP
$13.1B
| – | – |
-52,956
|
|
||
109
Vanguard Health Care ETF
VHT
$17.3B
| – | – |
-4,786
|
|
||
|
CNR
110
Core Natural Resources Inc
CNR
$3.99B
| – | – |
-6,434
|
|
||
|
KFYP
111
DELISTED
KraneShares CICC China Leaders 100 Index ETF
KFYP
| – | – |
0
|
|
||
112
Azenta
AZTA
$1.61B
| – | – |
-7,870
|
|
||
113
Booking.com
BKNG
$166B
| – | – |
-266
|
|
||
114
Cisco
CSCO
$304B
| – | – |
-3,213
|
|
||
115
Micron Technology
MU
$270B
| – | – |
-5,595
|
|