Stock Taper 
HUDSON VALUE PARTNERS, LLC
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 White Mountains Insurance Group, Ltd. | WTM | 206 | $427.12K |
 Parker-Hannifin Corporation | PH | 385 | $376.58K |
 Caterpillar Inc. | CAT | 503 | $535.64K |
 Lam Research Corporation | LRCX | 508 | $220.13K |
 Regeneron Pharmaceuticals, Inc. | REGN | 547 | $341.08K |
 Elevance Health Inc. | ELV | 725 | $280.38K |
 Norfolk Southern Corporation | NSC | 850 | $267.4K |
 The Travelers Companies, Inc. | TRV | 856 | $282.58K |
 Applied Materials, Inc. | AMAT | 1.09K | $788.07K |
 International Business Machines Corporation | IBM | 1.18K | $330.42K |
 PPG Industries, Inc. | PPG | 1.8K | $218.32K |
 United Rentals, Inc. | URI | 1.93K | $2.19M |
 The Home Depot, Inc. | HD | 2.08K | $734.28K |
 Dollar General Corporation | DG | 2.13K | $245.76K |
 The TJX Companies, Inc. | TJX | 2.16K | $327.24K |
 Broadcom Inc. | AVGO | 2.25K | $849.94K |
 Martin Marietta Materials, Inc. | MLM | 2.27K | $1.31M |
 Automatic Data Processing, Inc. | ADP | 2.5K | $559.88K |
 Eli Lilly and Company | LLY | 2.59K | $3.1M |
 DT Midstream, Inc. | DTM | 2.65K | $389.01K |