Hudson Value Partners, LLC Reduced Holdings in Q4 2025

Hudson Value Partners, LLC

  • $336 Billion
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
COST
Costco Wholesale Corp

Consumer Defensive
-805
- 9.8%
$910.94 - $954.99 $733K - $769K
7.41K $6.41B
NVDA
Nvidia Corp

Technology
-3.33K
- 6.5%
$179.83 - $207.04 $599K - $689K
47.9K $8.94B
TSLA
Tesla, Inc.

Consumer Cyclical
-1.35K
- 55.61%
$401.99 - $468.37 $542K - $632K
1.08K $486M
UBER
Uber Technologies, Inc

Technology
-891
- 3.3%
$91.62 - $100.1 $81.6K - $89.2K
26.1K $2.14B
URI
United Rentals, Inc.

Industrials
-70
- 3.14%
$806.61 - $1020.0 $56.5K - $71.4K
2.16K $1.76B
CRWD
Crowd Strike Holdings, Inc.

Technology
-275
- 5.51%
$482.23 - $557.53 $133K - $153K
4.72K $2.23B
Bitwise Bitcoin ETF Trust
-432
- 3.28%
N/A
12.8K $607M
HD
Home Depot, Inc.

Consumer Cyclical
-23
- 0.7%
$358.03 - $397.02 $8.23K - $9.13K
3.28K $1.13B
SPY
Spdr S&P 500 ETF Trust

ETFs
-245
- 9.88%
$653.02 - $687.39 $160K - $168K
2.24K $1.53B
PPG
Ppg Industries Inc

Basic Materials
-532
- 18.91%
$94.92 - $105.45 $50.5K - $56.1K
2.28K $237M
XLC
Select Sector Spdr Tr Communic

ETFs
-60
- 0.26%
$111.33 - $117.16 $6.68K - $7.03K
22.9K $2.7B
IDXX
Idexx Laboratories Inc

Healthcare
-50
- 14.29%
$616.15 - $722.94 $30.8K - $36.1K
300 $205M
ABNB
Airbnb, Inc.

Consumer Cyclical
-474
- 12.77%
$117.6 - $129.07 $55.7K - $61.2K
3.24K $439M
JPM
Jpmorgan Chase & CO

Financial Services
-363
- 2.36%
$294.11 - $320.41 $107K - $116K
15K $4.86B
JPIE
J P Morgan Exchange Traded Fd
-3
- 0.04%
$46.18 - $46.47 $139 - $139
7.93K $367M
GTLS
Chart Industries Inc

Industrials
-50
- 0.74%
$199.3 - $203.54 $9.97K - $10.2K
6.69K $1.38B
REGN
Regeneron Pharmaceuticals, Inc.

Healthcare
-112
- 14.76%
$557.73 - $694.99 $62.5K - $77.8K
647 $499M
Qxo Inc Com New
-372
- 0.37%
N/A
99.7K $2.06B
AMZN
Amazon Com Inc

Consumer Cyclical
-189
- 1.03%
$213.04 - $254.0 $40.3K - $48K
18.1K $4.21B
FDX
Fedex Corp

Industrials
-100
- 2.23%
$224.63 - $268.67 $22.5K - $26.9K
4.38K $1.27B
V
Visa Inc.

Financial Services
-74
- 0.32%
$325.75 - $352.42 $24.1K - $26.1K
23.2K $8.18B
AAPL
Apple Inc.

Technology
-2.05K
- 3.09%
$245.27 - $275.25 $503K - $564K
64.3K $17.5B
MRK
Merck & Co., Inc.

Healthcare
-494
- 0.84%
$82.49 - $92.93 $40.8K - $45.9K
58.3K $6.18B
GOOG
Alphabet Inc.

Communication Services
-1.16K
- 3.6%
$237.49 - $291.74 $276K - $339K
31.1K $9.8B
GOOGL
Alphabet Inc.

Communication Services
-1.16K
- 1.55%
$236.57 - $291.31 $275K - $339K
73.8K $23.2B
Activity Summary
Buys All Purchases 53 New Holdings 6 Increased Positions 47 Sells All Sells 26 Reductions 26 Sold out 0 Options Calls 1 Puts 0
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