Stock Taper 
HUDSON VALUE PARTNERS, LLC
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Lennar Corporation | LEN | 2.75K | $249.03K |
 Zscaler, Inc. | ZS | 2.79K | $393.38K |
 The Boeing Company | BA | 2.81K | $608.28K |
 Thor Industries, Inc. | THO | 3.18K | $238.71K |
 Cisco Systems, Inc. | CSCO | 3.35K | $393.73K |
 Markel Corporation | MKL | 3.94K | $7.69M |
 Citigroup Inc. | C | 4.29K | $599.73K |
 Marriott International, Inc. | MAR | 4.36K | $1.62M |
 Arrow Electronics, Inc. | ARW | 4.44K | $946.9K |
 Leidos Holdings, Inc. | LDOS | 4.51K | $464.91K |
 Exxon Mobil Corporation | XOM | 4.7K | $642.58K |
 PepsiCo, Inc. | PEP | 4.75K | $643.83K |
 CrowdStrike Holdings, Inc. | CRWD | 5K | $3.82M |
 General Motors Company | GM | 5.73K | $441.98K |
 FedEx Corporation | FDX | 5.78K | $1.81M |
 ASML Holding N.V. | ASML | 6.37K | $12.67M |
 Meta Platforms, Inc. | META | 6.83K | $3.85M |
 Costco Wholesale Corporation | COST | 6.87K | $6.42M |
 Chevron Corporation | CVX | 6.94K | $1.15M |
 The Walt Disney Company | DIS | 7.04K | $677.5K |