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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
+10.7%
1 Year Est. Return
+48.26%
3 Year Est. Return
+124.41%
5 Year Est. Return
+157.47%
10 Year Est. Return
–
AUM
$290M
AUM Growth
+$23.7M
Cap. Flow
+$2.21M
Cap. Flow %
0.76%
Top 10 Hldgs %
37.14%
Holding
115
New
15
Increased
31
Reduced
39
Closed
6

Top Buys

Rank Stock Value
1
TMO icon
Thermo Fisher Scientific
TMO
+$3.87M
2
ASML icon
ASML
ASML
+$1.4M
3
QXO
QXO Inc
QXO
+$1.24M
4
AMGN icon
Amgen
AMGN
+$1.14M
5
EWZ icon
iShares MSCI Brazil ETF
EWZ
+$797K

Top Sells

Rank Stock Value
1
VTI icon
Vanguard Morningstar Total Stock Market ETF
VTI
+$1.86M
2
VBR icon
Vanguard Morningstar Small-Cap Value ETF
VBR
+$1.8M
3
MRK icon
Merck
MRK
+$1.72M
4
RIO icon
Rio Tinto
RIO
+$1.25M
5
COST icon
Costco
COST
+$1.14M

Sector Composition

Rank Sector Weight
1 Technology 26.2%
2 Financials 17.12%
3 Industrials 13.14%
4 Communication Services 10.25%
5 Healthcare 8.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
BRK.B icon
1
Berkshire Hathaway Class B
BRK.B
$1.1T
$21M 7.25%
43,260
+844
+2% +$429K
MSFT icon
2
Microsoft
MSFT
$3.45T
$15.3M 5.27%
30,736
-1,654
-5% -$718K
AAPL icon
3
Apple
AAPL
$4.54T
$13.8M 4.77%
67,378
-2,261
-3% -$457K
GOOGL icon
4
Alphabet (Google) Class A
GOOGL
$4.36T
$13.3M 4.57%
75,230
+1,001
+1% +$164K
V icon
5
Visa
V
$684B
$8.29M 2.86%
23,344
+221
+1% +$77K
COST icon
6
Costco
COST
$422B
$8.03M 2.77%
8,109
-1,148
-12% -$1.14M
NVDA icon
7
NVIDIA
NVDA
$4.86T
$7.89M 2.72%
49,969
+4,016
+9% +$505K
BLDR icon
8
Builders FirstSource
BLDR
$7.15B
$7.05M 2.43%
60,386
+1,355
+2% +$156K
MKL icon
9
Markel Group
MKL
$23.3B
$6.94M 2.4%
3,476
+188
+6% +$353K
ASML icon
10
ASML
ASML
$626B
$6.07M 2.09%
7,569
+1,946
+35% +$1.4M
MDU icon
11
MDU Resources
MDU
$4.17B
$5.82M 2.01%
349,122
+5,693
+2% +$95.8K
GLW icon
12
Corning
GLW
$119B
$5.74M 1.98%
109,209
+665
+0.6% +$31.1K
GOOG icon
13
Alphabet (Google) Class C
GOOG
$4.36T
$5.73M 1.98%
32,311
-342
-1% -$56.5K
AMGN icon
14
Amgen
AMGN
$208B
$5.53M 1.91%
19,799
+4,027
+26% +$1.14M
ESAB icon
15
ESAB
ESAB
$5.38B
$5.51M 1.9%
45,737
+1,033
+2% +$125K
DELL icon
16
Dell
DELL
$262B
$5.42M 1.87%
44,200
-669
-1% -$68.4K
VTI icon
17
Vanguard Morningstar Total Stock Market ETF
VTI
$660B
$5.39M 1.86%
17,730
-6,596
-27% -$1.86M
QCOM icon
18
Qualcomm
QCOM
$155B
$5.17M 1.78%
32,446
-872
-3% -$128K
JNJ icon
19
Johnson & Johnson
JNJ
$618B
$5.15M 1.78%
33,722
-4,602
-12% -$707K
ECG
20
Everus Construction Group
ECG
$6.4B
$5.11M 1.76%
80,361
+1,347
+2% +$68.2K
JPM icon
21
JPMorgan Chase
JPM
$935B
$5.09M 1.76%
17,557
+2,210
+14% +$564K
FNF icon
22
Fidelity National Financial
FNF
$13.9B
$5.07M 1.75%
90,430
+1,366
+2% +$79.9K
FNV icon
23
Franco-Nevada
FNV
$41.1B
$5.04M 1.74%
30,732
-786
-2% -$130K
MRK icon
24
Merck
MRK
$322B
$4.88M 1.68%
61,683
-21,628
-26% -$1.72M
AMTM
25
Amentum Holdings
AMTM
$5.42B
$4.38M 1.51%
185,701
-2,582
-1% -$54K
1
2 3 4 5

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Hudson Value Partners's Q2 2025 Portfolio in Review

As of Q2 2025, Hudson Value Partners held 115 positions worth $290M, up 8.9% from $266M the previous quarter. Its ten largest holdings account for 37% of the portfolio.

Hudson Value Partners's Q2 2025 filing shows 15 new, 31 increased, 39 reduced and 6 closed positions. Its largest new stake was Thermo Fisher Scientific: 9,258 shares worth $3.75M. The largest sale was Vanguard Morningstar Total Stock Market ETF, an estimated $1.86M.

By sector, the portfolio is most concentrated in Technology at 26% of assets, up from 24% a quarter earlier, followed by Financials and Industrials.

  • Hudson Value Partners's largest Q2 2025 buy was Thermo Fisher Scientific: 9,258 shares worth $3.75M.
  • Hudson Value Partners added most to ASML in Q2 2025, an estimated $1.4M increase.
  • Hudson Value Partners's biggest Q2 2025 reduction was Vanguard Morningstar Total Stock Market ETF, cutting an estimated $1.86M.
  • Hudson Value Partners fully exited Vanguard Morningstar Small-Cap Value ETF in Q2 2025, selling an estimated $1.8M.
  • Hudson Value Partners's ten largest holdings make up 37% of its $290M portfolio in Q2 2025.
  • Hudson Value Partners opened 15 new positions and closed 6 in Q2 2025.
  • Hudson Value Partners's portfolio value rose 8.9% quarter-over-quarter to $290M.

Based on Hudson Value Partners's 13F filing for Q2 2025, filed 18 Jul 2025.