Stock Taper 
HUDSON VALUE PARTNERS, LLC
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Nuveen Churchill Direct Lending Corp. | NCDL | 37.72K | $468.48K |
 QUALCOMM Incorporated | QCOM | 34.42K | $6.36M |
 Franco-Nevada Corporation | FNV | 33.59K | $7M |
 Walmart Inc. | WMT | 31.75K | $3.6M |
 Dell Technologies Inc. | DELL | 30.1K | $12.99M |
 Alibaba Group Holding Limited | BABA | 29.34K | $2.82M |
 Alphabet Inc. | GOOG | 25.45K | $8.99M |
 Visa Inc. | V | 24.9K | $8.54M |
 Amgen Inc. | AMGN | 21.17K | $7.67M |
 Uber Technologies, Inc. | UBER | 21.16K | $1.53M |
 Netflix, Inc. | NFLX | 17.81K | $1.27M |
 JPMorgan Chase & Co. | JPM | 17.5K | $5.73M |
 Amazon.com, Inc. | AMZN | 16.72K | $3.99M |
 Thermo Fisher Scientific Inc. | TMO | 16.65K | $8.35M |
 ServiceNow, Inc. | NOW | 16.42K | $1.63M |
 McDonald's Corporation | MCD | 15.79K | $4.27M |
 The Coca-Cola Company | KO | 15.46K | $1.26M |
 Canadian Imperial Bank of Commerce | CM | 11.9K | $1.37M |
 Emerson Electric Co. | EMR | 10.79K | $1.55M |
 Advanced Micro Devices, Inc. | AMD | 10.59K | $6.15M |