Stock Taper 
HUDSON VALUE PARTNERS, LLC
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Dell Technologies Inc. | DELL | 30.1K | $12.99M |
 Walmart Inc. | WMT | 31.75K | $3.6M |
 Franco-Nevada Corporation | FNV | 33.59K | $7M |
 QUALCOMM Incorporated | QCOM | 34.42K | $6.36M |
 Nuveen Churchill Direct Lending Corp. | NCDL | 37.72K | $468.48K |
 Microsoft Corporation | MSFT | 38.21K | $14.25M |
 Johnson & Johnson | JNJ | 38.7K | $9.83M |
 Berkshire Hathaway Inc. | BRK-B | 46.97K | $23.5M |
 NVIDIA Corporation | NVDA | 49.01K | $9.81M |
 Canadian Pacific Kansas City Ltd. | CP | 50.03K | $4.34M |
 Knife River Corporation | KNF | 55.62K | $4.65M |
 Merck & Co., Inc. | MRK | 57.44K | $7.38M |
 Builders FirstSource, Inc. | BLDR | 60.9K | $5.45M |
 Apple Inc. | AAPL | 61.78K | $17.88M |
 ESAB Corporation | ESAB | 65.73K | $6.48M |
 Energy Transfer LP | ET | 67.28K | $1.29M |
 ONEOK, Inc. | OKE | 67.84K | $5.9M |
 Alphabet Inc. | GOOGL | 71.95K | $25.71M |
 Everus Construction Group, Inc. | ECG | 74.54K | $12.37M |
 Corning Inc | GLW | 78.63K | $20.09M |