13F Insight
DOSSIER · 13F-HR · Q2 2026

Hudson Value Partners, LLC

$399M in tracked AUM across 113 positions as of Q2 2026.

HV
CIK 0001840501 · last filed Jun 30, 2026
Total AUM
$399M
as of Q2 2026
Holdings
113
—
positions
Whale Score
50
50
tracked
Activity
—
no data
changes this Q
AI Analysis · Q2 2026

Hudson Value Partners, LLC filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
GOOGL
ALPHABET INC CAP STK CL A
$26M72K6.5%02
BRK/B
BERKSHIRE HATHAWAY INC DEL CL B NEW
$24M47K5.9%03
GLW
CORNING INC COM
$20M79K5.0%04
AAPL
APPLE INC COM
$18M62K4.5%05
MSFT
MICROSOFT CORP COM
$14M38K3.6%06
DELL
DELL TECHNOLOGIES INC CL C
$13M30K3.3%07
N07059210
ASML HLDG NV N Y REGISTRY SHS
$13M6K3.2%08
ECG
EVERUS CONSTR GROUP COM
$12M75K3.1%09
VTI
VANGUARD TOTAL STOCK MARKET ETF
$10M27K2.5%10
JNJ
JOHNSON & JOHNSON COM
$10M39K2.5%

Filing history

2026Q2Jun 30
$399M▲ 18.9%
113 positionsView →2026Q1Mar 31
$335M▼ 0.2%
101 positionsView →2025Q4Dec 31
$336M▲ 4.0%
111 positionsView →2025Q3Sep 30
$323M▲ 11.4%
113 positionsView →2025Q2Jun 30
$290M▲ 8.9%
110 positionsLocked2025Q1Mar 31
$266M▼ 1.0%
100 positionsLocked2024Q4Dec 31
$269M▲ 4.4%
92 positionsLocked2024Q3Sep 30
$257M▲ 8.8%
97 positionsLocked2024Q2Jun 30
$237M▲ 0.5%
91 positionsLocked2024Q1Mar 31
$235M▲ 9.5%
94 positionsLocked2023Q4Dec 31
$215M▲ 12.9%
94 positionsLocked2023Q3Sep 30
$190M▼ 2.7%
99 positionsLocked
Showing 12 of 23