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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
+18.77%
1 Year Est. Return
+48.26%
3 Year Est. Return
+124.41%
5 Year Est. Return
+157.47%
10 Year Est. Return
–
AUM
$149M
AUM Growth
–
Cap. Flow
+$140M
Cap. Flow
% of AUM
93.66%
Top 10 Holdings %
Top 10 Hldgs %
33.24%
Holding
111
New
111
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Berkshire Hathaway Class B
BRK.B
|
+$7.23M |
| 2 |
Apple
AAPL
|
+$6.4M |
| 3 |
Microsoft
MSFT
|
+$4.61M |
| 4 |
Qualcomm
QCOM
|
+$4.42M |
| 5 |
Azenta
AZTA
|
+$4.42M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Technology | 22.6% |
| 2 | Financials | 14.97% |
| 3 | Healthcare | 13.76% |
| 4 | Communication Services | 11.11% |
| 5 | Consumer Discretionary | 7.76% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
|
1
Berkshire Hathaway Class B
BRK.B
$1.06T
| $7.54M | 5.05% |
+32,828
| New | +$7.23M |
|
|
2
Apple
AAPL
$4.89T
| $7.12M | 4.77% |
+53,248
| New | +$6.4M |
|
|
3
Azenta
AZTA
$1.22B
| $5.22M | 3.5% |
+70,828
| New | +$4.42M |
|
4
Zebra Technologies
ZBRA
$12.6B
| $5.02M | 3.36% |
+13,075
| New | +$4.4M |
|
|
5
Qualcomm
QCOM
$178B
| $4.76M | 3.19% |
+31,762
| New | +$4.42M |
|
|
6
Microsoft
MSFT
$2.97T
| $4.76M | 3.19% |
+21,458
| New | +$4.61M |
|
7
Alphabet (Google) Class A
GOOGL
$4.33T
| $4.1M | 2.75% |
+47,220
| New | +$3.97M |
|
8
Corning
GLW
$136B
| $3.93M | 2.63% |
+109,254
| New | +$3.88M |
|
9
Johnson & Johnson
JNJ
$603B
| $3.62M | 2.43% |
+23,203
| New | +$3.42M |
|
10
Amazon
AMZN
$2.71T
| $3.53M | 2.36% |
+21,460
| New | +$3.42M |
|
11
JPMorgan Chase
JPM
$909B
| $3.25M | 2.18% |
+25,893
| New | +$2.89M |
|
12
Visa
V
$690B
| $3.22M | 2.16% |
+14,764
| New | +$3.02M |
|
|
13
Alphabet (Google) Class C
GOOG
$4.32T
| $2.91M | 1.95% |
+33,500
| New | +$2.83M |
|
14
Costco
COST
$417B
| $2.91M | 1.95% |
+7,776
| New | +$2.91M |
|
15
AES
AES
$10.5B
| $2.86M | 1.92% |
+125,505
| New | +$2.61M |
|
16
Walt Disney
DIS
$172B
| $2.81M | 1.88% |
+15,501
| New | +$2.22M |
|
|
ABB
17
DELISTED
ABB Ltd
ABB
| $2.8M | 1.88% |
+100,172
| New | +$2.67M |
|
18
Fidelity National Financial
FNF
$13.9B
| $2.75M | 1.84% |
+73,682
| New | +$2.49M |
|
19
Starbucks
SBUX
$123B
| $2.72M | 1.82% |
+25,650
| New | +$2.45M |
|
20
Tyson Foods
TSN
$20.4B
| $2.33M | 1.56% |
+36,616
| New | +$2.28M |
|
21
L3Harris
LHX
$52.9B
| $2.28M | 1.53% |
+12,140
| New | +$2.22M |
|
22
Home Depot
HD
$345B
| $1.98M | 1.33% |
+7,465
| New | +$2.05M |
|
|
PPL
23
PPL Corp
PPL
$27.2B
| $1.98M | 1.33% |
+71,669
| New | +$2.03M |
|
24
CME Group
CME
$88.5B
| $1.94M | 1.3% |
+10,894
| New | +$1.85M |
|
25
CVS Health
CVS
$136B
| $1.82M | 1.22% |
+26,832
| New | +$1.75M |
|
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