Hudson Value Partners, LLC — 13F holdings

Hudson Value Partners, LLC reported 113 holdings worth $399M in its 13F filing for Q2 2026, filed July 10, 2026.

Largest positions

  1. GOOGL ALPHABET INC — $25.7M (6.5%)
  2. BRK.B BERKSHIRE HATHAWAY INC DEL — $23.5M (5.9%)
  3. GLW CORNING INC — $20.1M (5.0%)
  4. AAPL APPLE INC — $17.9M (4.5%)
  5. MSFT MICROSOFT CORP — $14.3M (3.6%)
  6. DELL DELL TECHNOLOGIES INC — $13.0M (3.3%)
  7. ASML ASML HOLDING N V — $12.7M (3.2%)
  8. ECG EVERUS CONSTR GROUP — $12.4M (3.1%)
  9. VTI VANGUARD INDEX FDS — $10.0M (2.5%)
  10. JNJ JOHNSON & JOHNSON — $9.83M (2.5%)