$166 Million is the total value of Hudson Value Partners, LLC's 110 reported holdings in Q1 2021. The portfolio turnover from Q4 2020 to Q1 2021 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| APD | New | AIR PRODS & CHEMS INC COM | $2,499,000 | – | 8,880 | +100.0% | 1.51% | – |
| PKB | New | INVESCO DYNAMIC BUILDING & CONSTRUCTION ETFetf | $924,000 | – | 18,815 | +100.0% | 0.56% | – |
| DOCU | New | DOCUSIGN INC COM | $795,000 | – | 3,925 | +100.0% | 0.48% | – |
| ARRY | New | ARRAY TECHNOLOGIES INC COM SHS | $618,000 | – | 20,730 | +100.0% | 0.37% | – |
| OLED | New | UNIVERSAL DISPLAY CORP COM | $544,000 | – | 2,297 | +100.0% | 0.33% | – |
| NEE | New | NEXTERA ENERGY INC COM | $268,000 | – | 3,548 | +100.0% | 0.16% | – |
| XOM | New | EXXON MOBIL CORP COM | $264,000 | – | 4,725 | +100.0% | 0.16% | – |
| FE | New | FIRSTENERGY CORP COM | $245,000 | – | 7,050 | +100.0% | 0.15% | – |
| AMAT | New | APPLIED MATLS INC COM | $200,000 | – | 1,500 | +100.0% | 0.12% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2021-04-19
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| BERKSHIRE HATHAWAY INC DEL CL B NEW | 12 | Q3 2023 | 7.2% |
| APPLE INC COM | 12 | Q3 2023 | 6.3% |
| MICROSOFT CORP COM | 12 | Q3 2023 | 4.0% |
| ALPHABET INC CAP STK CL A | 12 | Q3 2023 | 3.6% |
| JOHNSON & JOHNSON COM | 12 | Q3 2023 | 3.6% |
| ZEBRA TECHNOLOGIES CORPORATION CL A | 12 | Q3 2023 | 3.5% |
| QUALCOMM INC COM | 12 | Q3 2023 | 3.2% |
| BROOKS AUTOMATION INC NEW COM | 12 | Q3 2023 | 3.6% |
| VISA INC COM CL A | 12 | Q3 2023 | 2.5% |
| ALPHABET INC CAP STK CL C | 12 | Q3 2023 | 2.3% |
View Hudson Value Partners, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-05-08 |
| 13F-HR | 2024-02-12 |
| 13F-HR | 2023-11-02 |
| 13F-HR | 2023-08-02 |
| 13F-HR | 2023-05-09 |
| 13F-HR | 2023-01-30 |
| 13F-HR | 2022-11-08 |
| 13F-HR | 2022-07-29 |
| 13F-HR | 2022-04-14 |
| 13F-HR | 2022-01-19 |
View Hudson Value Partners, LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.