Portfolio (Quarterly)
Guide ↗
Hudson Value Partners, LLC
· CIK 0001840501| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 1 | GTLS | CHART INDS INC COM | Industrials | 6,690 | $1.4M | 0.41% | SOLD |
| 2 | VTWO | VANGUARD RUSSELL 2000 ETF | — | 13,722 | $1.4M | 0.41% | SOLD |
| 3 | IAI | ISHARES U.S. BROKER-DEALERS & SECURITIES EXCHANGES ETF | — | 5,416 | $972K | 0.29% | SOLD |
| 4 | — CALL | NVIDIA CORPORATION COM | — | 3,500 | $653K | 0.19% | SOLD |
| 5 | BITB | BITWISE BITCOIN ETF TRUST | Financial Services | 12,754 | $607K | 0.18% | SOLD |
| 6 | DUK | DUKE ENERGY CORP NEW COM NEW | Utilities | 4,625 | $544K | 0.16% | SOLD |
| 7 | PG | PROCTER AND GAMBLE CO COM | Consumer Defensive | 2,634 | $379K | 0.11% | SOLD |
| 8 | GLD | SPDR GOLD SHARES | Financial Services | 700 | $278K | 0.08% | SOLD |
| 9 | PPG | PPG INDS INC COM | Basic Materials | 2,282 | $237K | 0.07% | SOLD |
| 10 | C | CITIGROUP INC COM NEW | Financial Services | 1,980 | $231K | 0.07% | SOLD |
| 11 | — | F&G ANNUITIES & LIFE INC COM | — | 6,823 | $210K | 0.06% | SOLD |
| 12 | MET | METLIFE INC COM | Financial Services | 2,600 | $207K | 0.06% | SOLD |
| 13 | IDXX | IDEXX LABS INC COM | Healthcare | 300 | $205K | 0.06% | SOLD |
| 14 | DIA | SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST | Financial Services | 420 | $203K | 0.06% | SOLD |
Sector Allocation
Technology
29.1%
Industrials
16.8%
Communication Services
12.9%
Healthcare
12.4%
Financial Services
10.5%
Basic Materials
5.2%
Consumer Cyclical
5.1%
Consumer Defensive
4.7%
Energy
3.4%