Portfolio (Quarterly) Guide ↗

Hudson Value Partners, LLC

· CIK 0001840501

13F Portfolio $399M AUM 113 positions Filed Jul 10, 2026 EDGAR ↗ ← All Funds

Q2 2026 Q1 2026 · All 17 New 37 Added 36 Reduced 5 Exited

#	Ticker	Company	Sector	Shares	Value ↓	% Port	Status
1	XLC	STATE STREET COMMUNICATION SERVICES SELECT SECTOR SPDR ETF	—	25,783	$2.9M	0.85%	SOLD
2	DHR	DANAHER CORP DEL COM	Healthcare	5,063	$960K	0.29%	SOLD
3	ABT	ABBOTT LABORATORIES COM	Healthcare	8,950	$919K	0.27%	SOLD
4	ABNB	AIRBNB INC COM CL A	Consumer Cyclical	4,222	$533K	0.16%	SOLD
5	TSLA	TESLA INC COM	Consumer Cyclical	813	$302K	0.09%	SOLD

Sector Allocation

Technology 34.9%

Industrials 17.6%

Healthcare 11.6%

Financial Services 10.3%

Communication Services 9.9%

Consumer Cyclical 4.8%

Basic Materials 4.1%

Consumer Defensive 3.8%

Energy 2.9%