HV
Hudson Value Partners, LLC — 13F Portfolio Changes & Top Buys (Q2 2026)
Hudson Value Partners, LLCCIK: 0001840501
Diversified strategyMomentum followerQuality / disciplined sizing
Total reported value
$398.5M
Reporting period: 2026-06-30 · Number of holdings: 113
Hudson Value Partners, LLC disclosed 113 holdings in its latest 13F filing for the period ending 2026-06-30, with total reported value of $398.5M and a quarterly turnover rate of 23.6%.
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Personality snowflake
- Concentration
- 10.18
- Portfolio Stability
- 23.63
- Momentum
- 100
- Sector conviction
- 54.49
- Diversification
- 100
- Sizing Uniformity
- 86.24
Hudson Value Partners, LLC's disclosed holdings carry a Herfindahl concentration index of 0.025 — mathematically equivalent to about 39 equally-sized positions, well below its 113 actual disclosed holdings. That gap points to a strategy built around a small core of high-conviction bets rather than broad diversification.
Position sizes vary widely across the portfolio (a coefficient of variation of 1.38), with a handful of outsized bets alongside many smaller positions.
No strong tilt toward either adding to existing winners or initiating outsized new positions was observed in the latest reported quarter.
Source and citation information
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Recent moves
View source Form 13F filing on SEC.govAdd GLW
-10.6% $8.1M
Add DELL
-32.7% $5.7M
Sold out XLC
Trim FNV
-0.9% -$1.4M
Trim BRK-B
+2.4% $1.5M
Add AMD
-31.2% $3.0M
Holdings Map
New buyAddUnchangedTrim
Top 10 holdings by weight
Full holdings list this quarter
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 6.45% | +0.11% | -2.67% | |
| 2 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 5.90% | -0.66% | +2.39% | |
| 3 | GLW | Corning Inc | Stock-Tech | 5.04% | +1.47% | -10.61% | |
| 4 | AAPL | Apple Inc | Stock-Tech | 4.49% | -0.31% | -2.51% | |
| 5 | MSFT | Microsoft CORP | Stock-Tech | 3.58% | -0.34% | +7.67% | |
| 6 | DELL | Dell Technologies -c | Stock-Tech | 3.26% | +1.07% | -32.67% | |
| 7 | ASML | ASML Holding N.V. | Stock-Tech | 3.18% | +0.51% | -5.88% | |
| 8 | ECG | Everus Construction Group | Stock-Industrials | 3.10% | +0.39% | -2.96% | |
| 9 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 2.52% | +0.34% | +19.23% | |
| 10 | JNJ | Johnson & Johnson | Stock-Healthcare | 2.47% | -0.13% | +8.54% | |
| 11 | NVDA | Nvidia CORP | Stock-Tech | 2.46% | +0.15% | +10.31% | |
| 12 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 2.26% | -0.03% | -4.92% | |
| 13 | V | Visa Inc-class A Shares | Stock-Financials | 2.14% | -0.01% | +4.54% | |
| 14 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 2.10% | +0.14% | +24.87% | |
| 15 | MKL | Markel Group Inc | Stock-Financials | 1.93% | -0.10% | +10.61% | |
| 16 | AMGN | Amgen Inc | Stock-Healthcare | 1.92% | -0.21% | +4.18% | |
| 17 | MDU | Mdu Resources Group Inc | Stock-Utilities | 1.85% | -0.32% | -0.75% | |
| 18 | MRK | Merck & Co. Inc. | Stock-Healthcare | 1.85% | -0.27% | -2.97% | |
| 19 | FNV | Franco-nevada CORP | Stock-Materials | 1.76% | -0.74% | -0.85% | |
| 20 | ESAB | Esab CORP | Stock-Industrials | 1.63% | +0.05% | +19.91% | |
| 21 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 1.61% | -0.47% | -1.60% | |
| 22 | QCOM | Qualcomm Inc | Stock-Tech | 1.60% | +0.35% | +5.73% | |
| 23 | AMD | Advanced Micro Devices | Stock-Tech | 1.54% | +0.61% | -31.20% | |
| 24 | OKE | Oneok Inc | Stock-Energy | 1.48% | -0.26% | +5.10% | |
| 25 | DE | Deere & Co | Stock-Industrials | 1.45% | +0.05% | +9.25% | |
| 26 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.44% | +0.03% | +8.79% | |
| 27 | BLDR | Builders Firstsource Inc | Stock-Industrials | 1.37% | +0.01% | +10.17% | |
| 28 | BATRA | Atlanta Braves Holdings In-a | Stock-Other | 1.37% | +0.10% | +7.24% | |
| 29 | AMTM | Amentum Holdings Inc | Stock-Industrials | 1.30% | -0.29% | +22.69% | |
| 30 | FNF | Fidelity National Financial | Stock-Financials | 1.19% | -0.24% | -2.76% | |
| 31 | KNF | Knife River CORP | Stock-Materials | 1.17% | -0.18% | +0.17% | |
| 32 | GVIP | Gold Sachs Hedge Ind Vip ETF | ETF-Commodities | 1.14% | +0.44% | +49.61% | |
| 33 | XLK | Ss Technology Select Sector | ETF-Tech | 1.12% | +0.19% | +0.47% | |
| 34 | CP | Canadian Pacific Kansas City | Stock-Industrials | 1.09% | -0.04% | +3.39% | |
| 35 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 1.07% | -0.13% | +22.14% | |
| 36 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.00% | -0.09% | -5.03% | |
| 37 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.97% | -0.22% | -2.26% | |
| 38 | CRWD | Crowdstrike Holdings Inc - A | Stock-Tech | 0.96% | +0.38% | -0.40% | |
| 39 | QXO | Qxo Inc | Stock-Industrials | 0.94% | +0.27% | +87.59% | |
| 40 | WMT | Walmart Inc | Stock-Consumer Staples | 0.90% | -0.29% | -0.70% | |
| 41 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.78% | +0.07% | -0.54% | |
| 42 | BABA | Alibaba Group Holding-sp Adr | Stock-Consumer Disc | 0.71% | -0.17% | +24.27% | |
| 43 | DFSV | Dimensional US Small Cap Val | ETF-Small Cap | 0.66% | -0.04% | +0.95% | |
| 44 | URI | United Rentals Inc | Stock-Industrials | 0.55% | +0.13% | -0.51% | |
| 45 | GBIL | Goldman Sachs Access Treasur | ETF-Commodities | 0.50% | +0.50% | NEW | |
| 46 | VBIL | Vanguard 0-3m T-bill ETF | ETF-Other | 0.47% | +0.39% | +638.25% | |
| 47 | FDX | Fedex CORP | Stock-Industrials | 0.45% | -0.01% | +32.66% | |
| 48 | NVT | nVent Electric plc | Stock-Industrials | 0.43% | +0.02% | -13.00% | |
| 49 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.42% | -0.01% | +0.67% | |
| 50 | NOW | Servicenow Inc | Stock-Tech | 0.41% | -0.10% | — |
1–50 of 113
* This report is exclusively curated by the AlphaSMO team. AlphaSMO is the web's most authoritative 13F / Inside Trader database, delivering precise insider trading and institutional holdings insights.
Portfolio Performance
Performance for Q3 2026
+1.1%
Performance Last 4 Quarters
+29%
- Stdev
- +14.2%
- Beta
- +1.01
- Alpha
- 0%
- Max Drawdown
- -8.3%
- Annualized Perf
- +21.1%
- Batting Avg vs S&P
- +50%
- Sortino
- +2.78
- Stutzer
- +0.42
- Treynor
- +0.2
- Sterling
- +1.3
- Calmar
- +2.52
- Information Ratio
- +0.04
- Tracking Error
- +5.6%
- Stdev Down
- +7.3%
- Winning Months %
- +69.4%
- Losing Months %
- +30.6%
- Best 12 Months
- +40.5%
- Worst 12 Months
- +1.8%
- Efficiency Ratio
- +0.57
- Sharpe
- +1.42
- Stdev Sectors
- +9%
- Skewness
- -0.06
- Kurtosis
- -0.22
- Upside Potential
- +4.48
Reported value over time
Sector allocation
Sector allocation over time
Quarterly history
| Period | Holdings | Total value | Stability | Top holdings | |
|---|---|---|---|---|---|
| 2026 Q2 | 113 | $398.5M | 24 | ||
| 2026 Q1 | 101 | $335.1M | 18 | ||
| 2025 Q4 | 111 | $335.8M | 14 | ||
| 2025 Q3 | 113 | $323.0M | 30 | ||
| 2025 Q2 | 110 | $289.8M | 0 | ||
| 2025 Q1 | 100 | $266.1M | 100 | ||
| 2024 Q4 | 91 | $263.8M | 0 | ||
| 2024 Q3 | 97 | $257.4M | 0 | ||
| 2024 Q2 | 91 | $236.5M | 0 | ||
| 2024 Q1 | 94 | $235.4M | 0 | ||
| 2023 Q4 | 94 | $215.1M | 0 | ||
| 2023 Q3 | 99 | $190.4M | 0 | ||
| 2023 Q2 | 105 | $195.7M | 0 | ||
| 2023 Q1 | 105 | $175.8M | 0 | ||
| 2022 Q4 | 102 | $162.8M | 0 | ||
| 2022 Q3 | 101 | $148.5M | 0 | ||
| 2022 Q2 | 100 | $157.6M | 0 | ||
| 2022 Q1 | 111 | $194.4M | 0 | ||
| 2021 Q4 | 115 | $206.2M | 0 | ||
| 2021 Q3 | 111 | $181.7M | 0 | ||
| 2021 Q2 | 116 | $181.1M | 96 | ||
| 2021 Q1 | 110 | $165.6M | 20 | ||
| 2020 Q4 | 111 | $149.2M | 0 |
Holding changes this quarter
Hudson Value Partners, LLC's most significant position changes for 2026-06-30: Sold out: Ss Comm Select Sector Spdr (XLC); New buy: Goldman Sachs Access Treasur (GBIL); Sold out: Danaher CORP (DHR); New buy: Arrow Electronics Inc (ARW); Sold out: Abbott Laboratories (ABT).
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | GLW | Corning Inc | +1.5% | -10.61% | Trim |
| 2 | DELL | Dell Technologies -c | +1.1% | -32.67% | Trim |
| 3 | AMD | Advanced Micro Devices | +0.6% | -31.20% | Trim |
| 4 | ASML | ASML Holding N.V. | +0.5% | -5.88% | Trim |
| 5 | GBIL | Goldman Sachs Access Treasur | +0.5% | NEW | New buy |
| 6 | GVIP | Gold Sachs Hedge Ind Vip ETF | +0.4% | +49.61% | Add |
| 7 | ECG | Everus Construction Group | +0.4% | -2.96% | Trim |
| 8 | VBIL | Vanguard 0-3m T-bill ETF | +0.4% | +638.25% | Add |
| 9 | CRWD | Crowdstrike Holdings Inc - A | +0.4% | -0.40% | Trim |
| 10 | QCOM | Qualcomm Inc | +0.4% | +5.73% | Add |
| 11 | VTI | Vanguard Total Stock Mkt ETF | +0.3% | +19.23% | Add |
| 12 | QXO | Qxo Inc | +0.3% | +87.59% | Add |
| 13 | ARW | Arrow Electronics Inc | +0.2% | NEW | New buy |
| 14 | XLK | Ss Technology Select Sector | +0.2% | +0.47% | Add |
| 15 | NVDA | Nvidia CORP | +0.2% | +10.31% | Add |
| 16 | MGA | Magna International Inc | +0.2% | NEW | New buy |
| 17 | C | Citigroup Inc | +0.2% | NEW | New buy |
| 18 | TMO | Thermo Fisher Scientific Inc | +0.1% | +24.87% | Add |
| 19 | URI | United Rentals Inc | +0.1% | -0.51% | Trim |
| 20 | GOOGL | Alphabet Inc-cl A | +0.1% | -2.67% | Trim |
| 21 | GM | General Motors Co | +0.1% | NEW | New buy |
| 22 | BATRA | Atlanta Braves Holdings In-a | +0.1% | +7.24% | Add |
| 23 | RSP | Invesco S&p 500 Equal Weight | +0.1% | +53.62% | Add |
| 24 | AMAT | Applied Materials Inc | +0.1% | -2.68% | Trim |
| 25 | CVX | Chevron CORP | +0.1% | +105.63% | Add |
| 26 | LLY | Eli Lilly & Co | +0.1% | -0.54% | Trim |
| 27 | ELV | Elevance Health Inc | +0.1% | NEW | New buy |
| 28 | LEN | Lennar Corp-a | +0.1% | NEW | New buy |
| 29 | DG | Dollar General CORP | +0.1% | NEW | New buy |
| 30 | THO | Thor Industries Inc | +0.1% | NEW | New buy |
| 31 | IPO | Renaissance Ipo ETF | +0.1% | NEW | New buy |
| 32 | LRCX | Lam Research CORP | +0.1% | NEW | New buy |
| 33 | DIA | Ss Spdr Dow Jones Indus Avg | +0.1% | NEW | New buy |
| 34 | ESAB | Esab CORP | +0.1% | +19.91% | Add |
| 35 | DE | Deere & Co | +0.1% | +9.25% | Add |
| 36 | PPG | Ppg Industries Inc | +0.1% | NEW | New buy |
| 37 | JPM | Jpmorgan Chase & Co | 0% | +8.79% | Add |
| 38 | QQQ | Invesco Qqq Trust Series 1 | 0% | +6.36% | Add |
| 39 | NVT | nVent Electric plc | 0% | -13.00% | Trim |
| 40 | CAT | Caterpillar Inc | 0% | +0.60% | Add |
| 41 | CSCO | Cisco Systems Inc | 0% | +0.57% | Add |
| 42 | ✓ | Corning Inc | 0% | NEW | New buy |
| 43 | BLDR | Builders Firstsource Inc | 0% | +10.17% | Add |
| 44 | HACK | Amplify Cybersecurity ETF | 0% | — | Unchanged |
| 45 | EMXC | Ishares Msci Emr Mrk Ex Chna | 0% | — | Unchanged |
| 46 | DELL | Dell Technologies Inc. | 0% | NEW | New buy |
| 47 | QCOM | QUALCOMM Incorporated | 0% | NEW | New buy |
| 48 | MCD | McDonald's Corporation | 0% | NEW | New buy |
| 49 | XLI | Ss Industrial Select Sector | — | +1.26% | Add |
| 50 | AVGO | Broadcom Inc | — | — | Unchanged |
1–50 of 118
Filing History
FAQ
What is Hudson Value Partners, LLC and what type of investor is it?
Hudson Value Partners, LLC is an investment manager that files SEC Form 13F quarterly, disclosing its U.S. public equity holdings to regulators. As of the most recent reporting period (2026-06-30), the firm manages a tracked equity portfolio valued at approximately $398.5M, spread across 113 disclosed positions.
What are Hudson Value Partners, LLC's largest equity positions?
Based on the latest 13F filing, Hudson Value Partners, LLC's top holdings by market value are:
1. Alphabet Inc-cl A (GOOGL) — $25.7M (6.5%)
2. Berkshire Hathaway Inc-cl B (BRK-B) — $23.5M (5.9%)
3. Corning Inc (GLW) — $20.1M (5.0%)
4. Apple Inc (AAPL) — $17.9M (4.5%)
5. Microsoft CORP (MSFT) — $14.3M (3.6%)
What changes did Hudson Value Partners, LLC make in its most recent portfolio filing?
In the latest reported quarter, Hudson Value Partners, LLC made 101 notable position adjustments: 17 new positions were initiated, 39 existing holdings were added to, 40 positions were partially reduced, and 5 were completely exited. The largest of these moves: Sold out: Ss Comm Select Sector Spdr (XLC); New buy: Goldman Sachs Access Treasur (GBIL); Sold out: Danaher CORP (DHR); New buy: Arrow Electronics Inc (ARW); Sold out: Abbott Laboratories (ABT)
What sectors does Hudson Value Partners, LLC focus on?
Hudson Value Partners, LLC is concentrated in the following sectors based on its current disclosed equity portfolio:
• Information Technology: 33.5%
• Industrials: 16.3%
• Communication Services: 12.3%
• Health Care: 11.2%
• Financials: 9.2%
• Consumer Discretionary: 4.6%
Investment Profile
Hudson Value Partners, LLC returned an annualized 21.1% over the trailing 36 months — outperforming the S&P 500 by 0.0 points — based on a reconstructed track record of its disclosed 13F positions, with a beta of 1.01 (roughly in line with the market) and a 50% quarterly batting average against the index.
Its portfolio is broadly diversified and moderately active, with 33.5% of the portfolio concentrated in Information Technology.
Its turnover score has risen from 0 to 24 over the past 4 quarters — a shift toward more active trading.
It has added to its GLW position over the past two quarters (+$12.2M, now $20.1M), while trimming FNF over the same stretch (-$1.1M, still holding $4.7M).
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Developer Access
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