Hudson-Value-Partners

AI_NATIVE detailed information: This accession holds the following tickers:[
  "GDX",
  "ZS",
  "ABT",
  "ABBV",
  "GOOGL",
  "ASML",
  "ESAB",
  "AVGO",
  "CP.TO",
  "STEW",
  "DUK",
  "ECG",
  "BATRA",
  "IBKR",
  "NCDL",
  "BITB",
  "HD",
  "MCD",
  "FNV",
  "QCOM",
  "EMXC",
  "EMR",
  "BKNG",
  "META",
  null,
  "MSFT",
  "KKR",
  "VHT",
  "PEP",
  "AAPL",
  "SPY",
  "BXSL",
  "NVDA",
  "PG",
  "MRK",
  "AMGN",
  "PPG",
  "NOW",
  "RIO",
  null,
  null,
  "IBM",
  "TJX",
  "UBER",
  "DTM",
  "MDU",
  null,
  "AMD",
  "KNF",
  "AMZN",
  null,
  "AMTM",
  "VBR",
  "VOO",
  "V",
  "WMT",
  "WTM",
  "ZBRA",
  "FNF",
  "ET",
  "NSC",
  "MKL",
  "SNAP",
  null,
  "NVT",
  "FDX",
  "ADP",
  "AZTA",
  "BRK-B",
  "BA",
  "BLDR",
  "CM",
  "CVX",
  "GTLS",
  "KO",
  "COST",
  "GLW",
  "CRWD",
  "DHR",
  "DELL",
  "DE",
  "DXCM",
  "RSP",
  "MAR",
  "QQQ",
  "EPD",
  "DIS",
  "GOOG",
  "XOM",
  "JNJ",
  "LLY",
  "TSLA",
  "NFLX",
  "PH",
  null,
  "MLM",
  "XLK",
  "URI",
  "VTI",
  "JPM"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-04-22
Total Holdings: 100
Total Value: 266103476
Accession Number: 0001840501-25-000005
Form Type: 13F-HR
CIK: hudson-value-partners
Manager Name: Hudson-Value-Partners

Data Enrichment

93% identified

93 identified7 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

100 positions • $266.1M total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

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Meta Platforms, Inc.

META|30303M102

Shares:2.6K

Value:$1.5M

% of Portfolio:0.6% ($1.5M/$266.1M)

ABBOTT LABORATORIES

ABT|002824100

Shares:10.8K

Value:$1.4M

% of Portfolio:0.5% ($1.4M/$266.1M)

SPDR S&P 500 ETF TRUST

SPY|78462F103

Shares:2.5K

Value:$1.4M

% of Portfolio:0.5% ($1.4M/$266.1M)

UNITED RENTALS, INC.

URI|911363109

Shares:2.2K

Value:$1.4M

% of Portfolio:0.5% ($1.4M/$266.1M)

92204A504

VHT|92204A504

Shares:5.1K

Value:$1.3M

% of Portfolio:0.5% ($1.3M/$266.1M)

COCA COLA CO

KO|191216100

Shares:18.5K

Value:$1.3M

% of Portfolio:0.5% ($1.3M/$266.1M)

Booking Holdings Inc.

BKNG|09857L108

Shares:281

Value:$1.3M

% of Portfolio:0.5% ($1.3M/$266.1M)

RIO TINTO PLC

RIO|767204100

Shares:20.9K

Value:$1.3M

% of Portfolio:0.5% ($1.3M/$266.1M)

381430545

Shares:10.4K

Value:$1.2M

% of Portfolio:0.5% ($1.2M/$266.1M)

Energy Transfer LP

ET|29273V100

Shares:64.8K

Value:$1.2M

% of Portfolio:0.5% ($1.2M/$266.1M)

EMERSON ELECTRIC CO

EMR|291011104

Shares:10.9K

Value:$1.2M

% of Portfolio:0.4% ($1.2M/$266.1M)

81369Y852

Shares:12.1K

Value:$1.2M

% of Portfolio:0.4% ($1.2M/$266.1M)

ADVANCED MICRO DEVICES INC

AMD|007903107

Shares:11.2K

Value:$1.2M

% of Portfolio:0.4% ($1.2M/$266.1M)

MARTIN MARIETTA MATERIALS INC

MLM|573284106

Shares:2.4K

Value:$1.1M

% of Portfolio:0.4% ($1.1M/$266.1M)

FEDEX CORP

FDX|31428X106

Shares:4.5K

Value:$1.1M

% of Portfolio:0.4% ($1.1M/$266.1M)

ServiceNow, Inc.

NOW|81762P102

Shares:1.4K

Value:$1.1M

% of Portfolio:0.4% ($1.1M/$266.1M)

MARRIOTT INTERNATIONAL INC /MD/

MAR|571903202

Shares:4.4K

Value:$1.1M

% of Portfolio:0.4% ($1.1M/$266.1M)

DANAHER CORP /DE/

DHR|235851102

Shares:5.0K

Value:$1.0M

% of Portfolio:0.4% ($1.0M/$266.1M)

CHART INDUSTRIES INC

GTLS|16115Q308

Shares:6.7K

Value:$973.0K

% of Portfolio:0.4% ($973.0K/$266.1M)

AUTOMATIC DATA PROCESSING INC

ADP|053015103

Shares:3.0K

Value:$931.9K

% of Portfolio:0.4% ($931.9K/$266.1M)

Instrument	Shares		Other Manager	Value	% of Portfolio
Meta Platforms, Inc.(METAcusip30303M102)	2.6K	QoQ NEW(+2.6K) YoY NEW(+2.6K)	All Managers (Combined)	$1.5M	0.6% ($1.5M/$266.1M)	QoQ NEW(+$1.5M) YoY NEW(+$1.5M)
ABBOTT LABORATORIES(ABTcusip002824100)	10.8K	QoQ NEW(+10.8K) YoY +2.03% (+215)	All Managers (Combined)	$1.4M	0.5% ($1.4M/$266.1M)	QoQ NEW(+$1.4M) YoY +19.08% (+$229.3K)
SPDR S&P 500 ETF TRUST(SPYcusip78462F103)	2.5K	QoQ NEW(+2.5K) YoY +8.54% (+200)	All Managers (Combined)	$1.4M	0.5% ($1.4M/$266.1M)	QoQ NEW(+$1.4M) YoY +16.08% (+$196.9K)
UNITED RENTALS, INC.(URIcusip911363109)	2.2K	QoQ NEW(+2.2K) YoY -5.51% (-130)	All Managers (Combined)	$1.4M	0.5% ($1.4M/$266.1M)	QoQ NEW(+$1.4M) YoY -17.88% (-$304.1K)
(VHTcusip92204A504)	5.1K	QoQ NEW(+5.1K) YoY +6.10% (+291)	All Managers (Combined)	$1.3M	0.5% ($1.3M/$266.1M)	QoQ NEW(+$1.3M) YoY +3.85% (+$49.7K)
COCA COLA CO(KOcusip191216100)	18.5K	QoQ NEW(+18.5K) YoY -12.71% (-2.7K)	All Managers (Combined)	$1.3M	0.5% ($1.3M/$266.1M)	QoQ NEW(+$1.3M) YoY +2.17% (-$28.2K)
Booking Holdings Inc.(BKNGcusip09857L108)	281	QoQ NEW(+281) YoY -28.13% (-110)	All Managers (Combined)	$1.3M	0.5% ($1.3M/$266.1M)	QoQ NEW(+$1.3M) YoY -8.73% (-$124.0K)
RIO TINTO PLC(RIOcusip767204100)	20.9K	QoQ NEW(+20.9K) YoY NEW(+20.9K)	All Managers (Combined)	$1.3M	0.5% ($1.3M/$266.1M)	QoQ NEW(+$1.3M) YoY NEW(+$1.3M)
(cusip381430545)✕	10.4K	QoQ NEW(+10.4K) YoY -2.58% (-277)	All Managers (Combined)	$1.2M	0.5% ($1.2M/$266.1M)	QoQ NEW(+$1.2M) YoY +5.09% (-$59.6K)
Energy Transfer LP(ETcusip29273V100)	64.8K	QoQ NEW(+64.8K) YoY NEW(+64.8K)	All Managers (Combined)	$1.2M	0.5% ($1.2M/$266.1M)	QoQ NEW(+$1.2M) YoY NEW(+$1.2M)
EMERSON ELECTRIC CO(EMRcusip291011104)	10.9K	QoQ NEW(+10.9K) YoY -8.07% (-955)	All Managers (Combined)	$1.2M	0.4% ($1.2M/$266.1M)	QoQ NEW(+$1.2M) YoY -11.14% (-$149.4K)
(cusip81369Y852)✕	12.1K	QoQ NEW(+12.1K) YoY +79.10% (+5.4K)	All Managers (Combined)	$1.2M	0.4% ($1.2M/$266.1M)	QoQ NEW(+$1.2M) YoY +111.57% (+$617.5K)
ADVANCED MICRO DEVICES INC(AMDcusip007903107)	11.2K	QoQ NEW(+11.2K) YoY -22.37% (-3.2K)	All Managers (Combined)	$1.2M	0.4% ($1.2M/$266.1M)	QoQ NEW(+$1.2M) YoY -55.81% (-$1.5M)
MARTIN MARIETTA MATERIALS INC(MLMcusip573284106)	2.4K	QoQ NEW(+2.4K) YoY -15.57% (-440)	All Managers (Combined)	$1.1M	0.4% ($1.1M/$266.1M)	QoQ NEW(+$1.1M) YoY -34.25% (-$594.0K)
FEDEX CORP(FDXcusip31428X106)	4.5K	QoQ NEW(+4.5K) YoY -5.48% (-260)	All Managers (Combined)	$1.1M	0.4% ($1.1M/$266.1M)	QoQ NEW(+$1.1M) YoY -20.47% (-$281.3K)
ServiceNow, Inc.(NOWcusip81762P102)	1.4K	QoQ NEW(+1.4K) YoY NEW(+1.4K)	All Managers (Combined)	$1.1M	0.4% ($1.1M/$266.1M)	QoQ NEW(+$1.1M) YoY NEW(+$1.1M)
MARRIOTT INTERNATIONAL INC /MD/(MARcusip571903202)	4.4K	QoQ NEW(+4.4K) YoY -14.49% (-750)	All Managers (Combined)	$1.1M	0.4% ($1.1M/$266.1M)	QoQ NEW(+$1.1M) YoY -19.27% (-$251.7K)
DANAHER CORP /DE/(DHRcusip235851102)	5.0K	QoQ NEW(+5.0K) YoY -78.27% (-17.9K)	All Managers (Combined)	$1.0M	0.4% ($1.0M/$266.1M)	QoQ NEW(+$1.0M) YoY -82.16% (-$4.7M)
CHART INDUSTRIES INC(GTLScusip16115Q308)	6.7K	QoQ NEW(+6.7K) YoY NEW(+6.7K)	All Managers (Combined)	$973.0K	0.4% ($973.0K/$266.1M)	QoQ NEW(+$973.0K) YoY NEW(+$973.0K)
AUTOMATIC DATA PROCESSING INC(ADPcusip053015103)	3.0K	QoQ NEW(+3.0K) YoY +22.00% (+550)	All Managers (Combined)	$931.9K	0.4% ($931.9K/$266.1M)	QoQ NEW(+$931.9K) YoY +49.25% (+$307.5K)