HUDSON VALUE PARTNERS, LLC
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | ADP | 3K | $895.17K |
 | BA | 3K | $608.64K |
 | PPG | 3K | $295.78K |
 | LLY | 3K | $2.11M |
 | DTM | 3K | $299.72K |
 | MET | 3K | $214.16K |
 | PG | 3K | $391.81K |
 | TSLA | 2K | $1.08M |
 | ZS | 2K | $722.78K |
 | MLM | 2K | $1.48M |
 | AVGO | 2K | $742.30K |
 | URI | 2K | $2.13M |
 | C | 2K | $200.97K |
 | TJX | 2K | $274.05K |
 | NFLX | 2K | $2.20M |
 | NOW | 1K | $1.25M |
 | IBM | 1K | $331.54K |
 | AMAT | 1K | $229.31K |
 | ORCL | 955 | $268.58K |
 | NSC | 850 | $255.35K |
Automatic Data Processing, Inc.
ADP
Shares Held
3K
Value
$895.17K
The Boeing Company
BA
Shares Held
3K
Value
$608.64K
PPG Industries, Inc.
PPG
Shares Held
3K
Value
$295.78K
Eli Lilly and Company
LLY
Shares Held
3K
Value
$2.11M
DT Midstream, Inc.
DTM
Shares Held
3K
Value
$299.72K
MetLife, Inc.
MET
Shares Held
3K
Value
$214.16K
The Procter & Gamble Company
PG
Shares Held
3K
Value
$391.81K
Tesla, Inc.
TSLA
Shares Held
2K
Value
$1.08M
Zscaler, Inc.
ZS
Shares Held
2K
Value
$722.78K
Martin Marietta Materials, Inc.
MLM
Shares Held
2K
Value
$1.48M
Broadcom Inc.
AVGO
Shares Held
2K
Value
$742.30K
United Rentals, Inc.
URI
Shares Held
2K
Value
$2.13M
Citigroup Inc.
C
Shares Held
2K
Value
$200.97K
The TJX Companies, Inc.
TJX
Shares Held
2K
Value
$274.05K
Netflix, Inc.
NFLX
Shares Held
2K
Value
$2.20M
ServiceNow, Inc.
NOW
Shares Held
1K
Value
$1.25M
International Business Machines Corporation
IBM
Shares Held
1K
Value
$331.54K
Applied Materials, Inc.
AMAT
Shares Held
1K
Value
$229.31K
Oracle Corporation
ORCL
Shares Held
955
Value
$268.58K
Norfolk Southern Corporation
NSC
Shares Held
850
Value
$255.35K