AI Portfolio Summary
In 2026 Q1, Hudson Value Partners, LLC maintained a portfolio of 115 distinct positions. The most significant new addition to the portfolio was DIMENSIONAL US SMALL, which now represents 0.70% of the total fund value. They heavily accumulated shares in BERKSHIRE HATHAWAY I, increasing their position by 3.6%. The fund also reduced its exposure to ALPHABET INC CAP STK by 14.1%.
Total Positions
115
Quarter
2026 Q1
Top Holding
BRK/B (6.6%)
Top 10 Concentration
38.0%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-50 of 115
| Stock | History | Sector / Type | Port % | Prev % | Rank / Prev | Conviction | Change | % Change | Influence | Shares | Mkt Value | Avg Cost | Price Held | 1st Owned | Source | Source Date | Date Reported |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
BRK/B
BERKSHIRE HATHA...
|
Financial Services | 6.56% | 6.64% |
#1
1
Prev: #2
|
5.1 | 1,576 | 3.6% |
P
S
|
45,873 | $21,982,288 | 2020 Q4 | 13F Filing | 2026-03-31 | 2026-04-14 | |||
|
GOOGL
ALPHABET INC CA...
|
Communication Services | 6.34% | 6.89% |
#2
1
Prev: #1
|
4.5 | 110 | 0.1% |
P
S
|
73,922 | $21,257,007 | 2020 Q4 | 13F Filing | 2026-03-31 | 2026-04-14 | |||
|
AAPL
APPLE INC COM
|
Technology | 4.80% | 5.23% |
#3
Prev: #3
|
3.4 | -973 | -1.5% |
P
S
|
63,367 | $16,081,896 | 2020 Q4 | 13F Filing | 2026-03-31 | 2026-04-14 | |||
|
MSFT
MICROSOFT CORP ...
|
Technology | 3.92% | 4.60% |
#4
Prev: #4
|
4.1 | 3,729 | 11.7% |
P
S
|
35,487 | $13,136,056 | 2020 Q4 | 13F Filing | 2026-03-31 | 2026-04-14 | |||
|
GLW
CORNING INC COM
|
Technology | 3.57% | 2.36% |
#5
4
Prev: #9
|
2.4 | -1,421 | -1.6% |
P
S
|
87,965 | $11,960,533 | 2020 Q4 | 13F Filing | 2026-03-31 | 2026-04-14 | |||
|
ECG
EVERUS CONSTR G...
|
Industrials | 2.71% | 2.08% |
#6
7
Prev: #13
|
1.6 | -2,941 | -3.7% |
P
S
|
76,815 | $9,068,729 | 2025 Q1 | 13F Filing | 2026-03-31 | 2026-04-14 | |||
|
ASML
ASML HLDG NV N ...
|
Technology | 2.67% | 2.46% |
#7
Prev: #7
|
1.6 | -936 | -12.2% |
P
S
|
6,765 | $8,935,102 | 2024 Q3 | 13F Filing | 2026-03-31 | 2026-04-14 | |||
|
JNJ
JOHNSON & JOHNS...
|
Healthcare | 2.60% | 2.22% |
#8
4
Prev: #12
|
1.5 | -389 | -1.1% |
P
S
|
35,653 | $8,715,106 | 2020 Q4 | 13F Filing | 2026-03-31 | 2026-04-14 | |||
|
FNV
FRANCO NEV CORP...
|
Basic Materials | 2.50% | 2.00% |
#9
6
Prev: #15
|
3.0 | 1,673 | 5.2% |
P
S
|
33,878 | $8,369,577 | 2023 Q2 | 13F Filing | 2026-03-31 | 2026-04-14 | |||
|
NVDA
NVIDIA CORPORAT...
|
Technology | 2.31% | 2.66% |
#10
4
Prev: #6
|
1.4 | -3,459 | -7.2% |
P
S
|
44,430 | $7,748,582 | 2023 Q1 | 13F Filing | 2026-03-31 | 2026-04-14 | |||
|
GOOG
ALPHABET INC CA...
|
Communication Services | 2.29% | 2.92% |
#11
6
Prev: #5
|
1.4 | -4,380 | -14.1% |
P
S
|
26,768 | $7,678,668 | 2020 Q4 | 13F Filing | 2026-03-31 | 2026-04-14 | |||
|
DELL
DELL TECHNOLOGI...
|
Technology | 2.19% | 1.68% |
#12
12
Prev: #24
|
1.4 | 393 | 0.9% |
P
S
|
44,709 | $7,338,103 | 2025 Q1 | 13F Filing | 2026-03-31 | 2026-04-14 | |||
|
VTI
VANGUARD TOTAL ...
|
ETF | 2.18% | 2.22% |
#13
2
Prev: #11
|
1.4 | 475 | 2.1% |
P
S
|
22,742 | $7,295,744 | 2020 Q4 | 13F Filing | 2026-03-31 | 2026-04-14 | |||
|
MDU
MDU RES GROUP I...
|
Utilities | 2.17% | 2.00% |
#14
Prev: #14
|
1.4 | 9,667 | 2.8% |
P
S
|
350,713 | $7,266,765 | 2023 Q2 | 13F Filing | 2026-03-31 | 2026-04-14 | |||
|
V
VISA INC COM CL...
|
Financial Services | 2.15% | 2.43% |
#15
7
Prev: #8
|
1.4 | 657 | 2.8% |
P
S
|
23,821 | $7,199,576 | 2020 Q4 | 13F Filing | 2026-03-31 | 2026-04-14 | |||
|
AMGN
AMGEN INC COM
|
Healthcare | 2.13% | 1.97% |
#16
Prev: #16
|
1.4 | 175 | 0.9% |
P
S
|
20,322 | $7,150,413 | 2023 Q1 | 13F Filing | 2026-03-31 | 2026-04-14 | |||
|
MRK
MERCK & CO INC ...
|
Healthcare | 2.13% | 1.84% |
#17
2
Prev: #19
|
1.4 | 860 | 1.5% |
P
S
|
59,197 | $7,120,782 | 2020 Q4 | 13F Filing | 2026-03-31 | 2026-04-14 | |||
|
COST
COSTCO WHOLESAL...
|
Consumer Defensive | 2.07% | 1.91% |
#18
1
Prev: #17
|
1.3 | -429 | -5.8% |
P
S
|
6,978 | $6,953,089 | 2020 Q4 | 13F Filing | 2026-03-31 | 2026-04-14 | |||
|
MKL
MARKEL GROUP IN...
|
Financial Services | 2.03% | 2.27% |
#19
9
Prev: #10
|
1.3 | 45 | 1.3% |
P
S
|
3,562 | $6,817,279 | 2020 Q4 | 13F Filing | 2026-03-31 | 2026-04-14 | |||
|
TMO
THERMO FISHER S...
|
Healthcare | 1.96% | 1.84% |
#20
2
Prev: #18
|
3.3 | 2,713 | 25.5% |
P
S
|
13,336 | $6,554,884 | 2025 Q2 | 13F Filing | 2026-03-31 | 2026-04-14 | |||
|
OKE
ONEOK INC NEW C...
|
Energy | 1.74% | 0.91% |
#21
16
Prev: #37
|
3.7 | 23,035 | 55.5% |
P
S
|
64,551 | $5,834,764 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-04-14 | |||
|
AMTM
AMENTUM HOLDING...
|
Industrials | 1.59% | 1.64% |
#22
3
Prev: #25
|
2.6 | 15,917 | 8.5% |
P
S
|
203,910 | $5,317,975 | 2025 Q1 | 13F Filing | 2026-03-31 | 2026-04-14 | |||
|
ESAB
ESAB CORPORATIO...
|
Industrials | 1.58% | 1.69% |
#23
Prev: #23
|
2.6 | 4,748 | 9.5% |
P
S
|
54,814 | $5,298,321 | 2022 Q2 | 13F Filing | 2026-03-31 | 2026-04-14 | |||
|
FNF
FIDELITY NATL F...
|
Financial Services | 1.43% | 1.73% |
#24
3
Prev: #21
|
1.1 | -2,130 | -2.0% |
P
S
|
103,338 | $4,792,821 | 2020 Q4 | 13F Filing | 2026-03-31 | 2026-04-14 | |||
|
JPM
JPMORGAN CHASE ...
|
Financial Services | 1.41% | 1.45% |
#25
1
Prev: #26
|
2.6 | 1,037 | 6.9% |
P
S
|
16,083 | $4,730,975 | 2020 Q4 | 13F Filing | 2026-03-31 | 2026-04-14 | |||
|
DE
DEERE & CO COM
|
Industrials | 1.40% | 1.17% |
#26
4
Prev: #30
|
1.1 | -2 | -0.0% |
P
S
|
8,357 | $4,707,364 | 2022 Q3 | 13F Filing | 2026-03-31 | 2026-04-14 | |||
|
BLDR
BUILDERS FIRSTS...
|
Industrials | 1.36% | 1.83% |
#27
7
Prev: #20
|
1.0 | -4,375 | -7.3% |
P
S
|
55,284 | $4,551,522 | 2021 Q2 | 13F Filing | 2026-03-31 | 2026-04-14 | |||
|
KNF
KNIFE RIVER COR...
|
Basic Materials | 1.35% | 1.16% |
#28
3
Prev: #31
|
1.0 | 1,194 | 2.2% |
P
S
|
55,524 | $4,533,545 | 2023 Q2 | 13F Filing | 2026-03-31 | 2026-04-14 | |||
|
BATRA
ATLANTA BRAVES ...
|
Communication Services | 1.27% | 1.15% |
#29
3
Prev: #32
|
1.0 | -308 | -0.3% |
P
S
|
90,177 | $4,251,841 | 2025 Q1 | 13F Filing | 2026-03-31 | 2026-04-14 | |||
|
QCOM
QUALCOMM INC CO...
|
Technology | 1.25% | 1.70% |
#30
8
Prev: #22
|
1.0 | -330 | -1.0% |
P
S
|
32,554 | $4,192,318 | 2020 Q4 | 13F Filing | 2026-03-31 | 2026-04-14 | |||
|
MCD
MCDONALDS CORP ...
|
Consumer Cyclical | 1.20% | 1.18% |
#31
2
Prev: #29
|
1.0 | 19 | 0.1% |
P
S
|
12,928 | $4,017,928 | 2020 Q4 | 13F Filing | 2026-03-31 | 2026-04-14 | |||
|
META
META PLATFORMS ...
|
Communication Services | 1.19% | 1.22% |
#32
4
Prev: #28
|
2.5 | 782 | 12.6% |
P
S
|
6,987 | $3,997,472 | 2023 Q2 | 13F Filing | 2026-03-31 | 2026-04-14 | |||
|
WMT
WALMART INC COM
|
Consumer Defensive | 1.19% | 1.10% |
#33
1
Prev: #34
|
1.0 | -1,254 | -3.8% |
P
S
|
31,970 | $3,973,232 | 2020 Q4 | 13F Filing | 2026-03-31 | 2026-04-14 | |||
|
CP
CANADIAN PACIFI...
|
Industrials | 1.13% | 1.07% |
#34
1
Prev: #35
|
1.0 | 83 | 0.2% |
P
S
|
48,390 | $3,796,767 | 2022 Q3 | 13F Filing | 2026-03-31 | 2026-04-14 | |||
|
AMZN
AMAZON COM INC ...
|
Consumer Cyclical | 1.09% | 1.25% |
#35
8
Prev: #27
|
0.9 | -509 | -2.8% |
P
S
|
17,608 | $3,667,218 | 2020 Q4 | 13F Filing | 2026-03-31 | 2026-04-14 | |||
|
AMD
ADVANCED MICRO ...
|
Technology | 0.93% | 0.66% |
#36
6
Prev: #42
|
2.9 | 5,016 | 48.3% |
P
S
|
15,393 | $3,131,398 | 2021 Q2 | 13F Filing | 2026-03-31 | 2026-04-14 | |||
|
XLK
STATE STREET TE...
|
ETF | 0.93% | 1.13% |
#37
4
Prev: #33
|
0.9 | -2,936 | -11.2% |
P
S
|
23,350 | $3,103,178 | 2020 Q4 | 13F Filing | 2026-03-31 | 2026-04-14 | |||
|
BABA
ALIBABA GROUP H...
|
Consumer Cyclical | 0.88% | 1.02% |
#38
2
Prev: #36
|
0.9 | 274 | 1.2% |
P
S
|
23,613 | $2,962,533 | 2025 Q3 | 13F Filing | 2026-03-31 | 2026-04-14 | |||
|
XLC
STATE STREET CO...
|
ETF | 0.85% | 0.80% |
#39
Prev: #39
|
2.3 | 2,862 | 12.5% |
P
S
|
25,783 | $2,858,348 | 2024 Q1 | 13F Filing | 2026-03-31 | 2026-04-14 | |||
|
LLY
ELI LILLY & CO ...
|
Healthcare | 0.71% | 0.89% |
#40
2
Prev: #38
|
0.8 | -181 | -6.5% |
P
S
|
2,601 | $2,392,322 | 2020 Q4 | 13F Filing | 2026-03-31 | 2026-04-14 | |||
|
GVIP
GOLDMAN SACHS H...
|
ETF | 0.70% | 0.72% |
#41
1
Prev: #40
|
0.8 | 519 | 3.3% |
P
S
|
16,151 | $2,353,636 | 2023 Q3 | 13F Filing | 2026-03-31 | 2026-04-14 | |||
|
DFSV
DIMENSIONAL US ...
|
ETF | 0.70% | — |
#42
Prev: #—
|
3.8 | 66,770 | no change |
NEW
|
66,770 | $2,339,618 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-04-14 | |||
|
QXO
QXO INC COM NEW
|
Industrials | 0.67% | 0.61% |
#43
1
Prev: #44
|
2.3 | 15,422 | 15.5% |
P
S
|
115,142 | $2,236,059 | 2025 Q2 | 13F Filing | 2026-03-31 | 2026-04-14 | |||
|
UBER
UBER TECHNOLOGI...
|
Technology | 0.60% | 0.64% |
#44
1
Prev: #43
|
2.2 | 1,694 | 6.5% |
P
S
|
27,786 | $1,998,647 | 2021 Q4 | 13F Filing | 2026-03-31 | 2026-04-14 | |||
|
CRWD
CROWDSTRIKE HLD...
|
Technology | 0.58% | 0.66% |
#45
4
Prev: #41
|
2.2 | 300 | 6.4% |
P
S
|
5,020 | $1,959,858 | 2023 Q1 | 13F Filing | 2026-03-31 | 2026-04-14 | |||
|
NFLX
NETFLIX INC. CO...
|
ETF | 0.52% | 0.50% |
#46
Prev: #46
|
1.2 | no change | no change |
P
S
|
18,060 | $1,736,469 | 2020 Q4 | 13F Filing | 2026-03-31 | 2026-04-14 | |||
|
NOW
SERVICENOW INC ...
|
Technology | 0.51% | 0.31% |
#47
18
Prev: #65
|
3.2 | 9,645 | 142.4% |
P
S
|
16,420 | $1,716,711 | 2024 Q2 | 13F Filing | 2026-03-31 | 2026-04-14 | |||
|
FDX
FEDEX CORP COM
|
Industrials | 0.46% | 0.38% |
#48
7
Prev: #55
|
0.7 | -27 | -0.6% |
P
S
|
4,354 | $1,550,808 | 2020 Q4 | 13F Filing | 2026-03-31 | 2026-04-14 | |||
|
SPY
STATE STREET SP...
|
ETF | 0.43% | 0.45% |
#49
2
Prev: #47
|
0.7 | -11 | -0.5% |
P
S
|
2,224 | $1,446,356 | 2020 Q4 | 13F Filing | 2026-03-31 | 2026-04-14 | |||
|
MAR
MARRIOTT INTL I...
|
Consumer Cyclical | 0.43% | 0.41% |
#50
Prev: #50
|
0.7 | -25 | -0.6% |
P
S
|
4,400 | $1,439,108 | 2020 Q4 | 13F Filing | 2026-03-31 | 2026-04-14 |
Showing 1-50 of 115 holdings