Hudson Value Partners, LLC has filed its 13F form on January 27, 2026 for Q4 2025 where it was disclosed a total value porftolio of $336 Billion distributed in 111 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Alphabet Inc. with a value of $23.2B, Berkshire Hathaway Inc Class B with a value of $22.3B, Apple Inc. with a value of $17.5B, Microsoft Corp with a value of $15.4B, and Alphabet Inc. with a value of $9.8B.

Examining the 13F form we can see an increase of $12.9B in the current position value, from $323B to 336B.

Below you can find more details about Hudson Value Partners, LLC portfolio as well as his latest detailed transactions.

Portfolio value $336 Billion
Technology: $79.4 Billion
Financial Services: $52 Billion
Communication Services: $39.8 Billion
Healthcare: $32.7 Billion
Industrials: $31.9 Billion
ETFs: $28.6 Billion
Consumer Cyclical: $15.4 Billion
Consumer Defensive: $12.5 Billion
Other: $15 Billion

Stock Holdings Table Market Cap. of Under $50 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 111
  • Current Value $336 Billion
  • Prior Value $323 Billion
  • Filing
  • Period Q4 2025
  • Filing Date January 27, 2026
  • Form Type 13F-HR
  • Activity in Q4 2025
  • New Purchases 6 stocks
  • Additional Purchases 47 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 26 stocks
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