Hudson Value Partners, LLC

13F Portfolio Filings

Latest portfolio report
Q1 2024 - May 8, 2024
Value $
$235M
Signature - Title
Christopher Davis - Chief Compliance Officer
Location
177 Madison Avenue, Morristown, New York
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q1 2024 93 $235M +$20.2M -$19.3M +$938K BRKB, BLDR, AAPL, MSFT, GOOGL, JNJ 13F-HR 5/8/2024, 02:41 PM
Q4 2023 94 $215M +$14.4M -$11.2M +$3.18M BRKB, AAPL, MSFT, BLDR, GOOGL, JNJ 13F-HR 2/9/2024, 09:53 PM
Q3 2023 99 $190M +$14.3M -$14.3M +$45.4K BRKB, AAPL, MSFT, BLDR, GOOGL, JNJ 13F-HR 11/2/2023, 02:45 PM
Q2 2023 105 $196M +$19.1M -$13.2M +$5.98M BRKB, AAPL, MSFT, BLDR, GOOGL, JNJ 13F-HR 8/2/2023, 04:54 PM
Q1 2023 105 $176M +$8.27M -$2.82M +$5.45M BRKB, AAPL, MSFT, JNJ, GOOGL, BLDR 13F-HR 5/9/2023, 12:58 PM
Q4 2022 102 $163M +$7.07M -$4.11M +$2.95M BRKB, AAPL, JNJ, MSFT, MRK, GOOGL 13F-HR 1/27/2023, 07:34 PM
Q3 2022 101 $149M +$13.5M -$4.24M +$9.3M BRKB, AAPL, MSFT, JNJ, GOOGL, BLDR 13F-HR 11/7/2022, 08:57 PM
Q2 2022 100 $158M +$10.8M -$4.36M +$6.41M BRKB, AAPL, MSFT, GOOGL, JNJ, QCOM 13F-HR 7/29/2022, 12:33 PM
Q1 2022 111 $194M +$12.9M -$6.66M +$6.23M BRKB, AAPL, GOOGL, MSFT, JXN, QCOM 13F-HR 4/14/2022, 05:30 PM
Q4 2021 115 $206M +$13M -$2.26M +$10.7M BRKB, AAPL, MSFT, GOOGL, ZBRA, AZTA 13F-HR 1/18/2022, 05:33 PM
Q3 2021 111 $182M +$6.61M -$2.57M +$4.05M BRKB, AAPL, AZTA, GOOGL, MSFT, ZBRA 13F-HR 10/28/2021, 06:10 PM
Q2 2021 116 $181M +$15.7M -$3M +$12.7M BRKB, AAPL, ZBRA, GOOGL, AZTA, MSFT 13F-HR 7/9/2021, 02:36 PM
Q1 2021 110 $166M +$12.6M -$3.12M +$9.49M BRKB, AAPL, ZBRA, AZTA, MSFT, GOOGL 13F-HR 4/16/2021, 05:47 PM
Q4 2020 111 $149M BRKB, AAPL, AZTA, ZBRA, QCOM, MSFT 13F-HR 2/17/2021, 05:46 PM