0001840501-22-000003.txt : 20220729 0001840501-22-000003.hdr.sgml : 20220729 20220729123302 ACCESSION NUMBER: 0001840501-22-000003 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20220630 FILED AS OF DATE: 20220729 DATE AS OF CHANGE: 20220729 EFFECTIVENESS DATE: 20220729 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Hudson Value Partners, LLC CENTRAL INDEX KEY: 0001840501 IRS NUMBER: 834682446 STATE OF INCORPORATION: NJ FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-21041 FILM NUMBER: 221119073 BUSINESS ADDRESS: STREET 1: 800 THIRD AVE - SUITE 1703 CITY: NEW YORK STATE: NY ZIP: 10022 BUSINESS PHONE: 646-343-9773 MAIL ADDRESS: STREET 1: 800 THIRD AVE - SUITE 1703 CITY: NEW YORK STATE: NY ZIP: 10022 13F-HR 1 primary_doc.xml 13F-HR LIVE false false false 0001840501 XXXXXXXX 06-30-2022 06-30-2022 Hudson Value Partners, LLC

800 THIRD AVE - SUITE 1703 NEW YORK NY 10022

13F HOLDINGS REPORT 028-21041 N Christopher Davis 646-343-9773 Christopher Davis New York NY 07-29-2022 0 100 1852163 false INFORMATION TABLE 2 hudson2q22.xml ABB LTD SPONSORED ADR ADR 000375204 3560 133185 SH SOLE 133185 0 0 ABBOTT LABS COM Stock 002824100 974 8960 SH SOLE 8960 0 0 ADVANCED MICRO DEVICES INC COM Stock 007903107 1345 17590 SH SOLE 17590 0 0 AIR PRODS & CHEMS INC COM Stock 009158106 2847 11838 SH SOLE 11838 0 0 ALLSTATE CORP COM Stock 020002101 236 1864 SH SOLE 1864 0 0 ALPHABET INC CAP STK CL A Stock 02079K305 5394 2475 SH SOLE 2475 0 0 ALPHABET INC CAP STK CL C Stock 02079K107 3434 1570 SH SOLE 1570 0 0 AMAZON COM INC COM Stock 023135106 2385 22460 SH SOLE 22460 0 0 APPLE INC COM Stock 037833100 7176 52484 SH SOLE 52484 0 0 AUTOMATIC DATA PROCESSING INC COM Stock 053015103 525 2500 SH SOLE 2500 0 0 AZENTA INC COM Stock 114340102 3739 51856 SH SOLE 51856 0 0 BALL CORP COM Stock 058498106 966 14045 SH SOLE 14045 0 0 BERKSHIRE HATHAWAY INC DEL CL B NEW Stock 084670702 9199 33694 SH SOLE 33694 0 0 BOEING CO COM Stock 097023105 801 5861 SH SOLE 5861 0 0 BOOKING HOLDINGS INC COM Stock 09857L108 946 541 SH SOLE 541 0 0 BROOKFIELD INFRAST PARTNERS LP LP INT UNIT Stock G16252101 282 7387 SH SOLE 7387 0 0 BUILDERS FIRSTSOURCE INC COM Stock 12008R107 3634 67670 SH SOLE 67670 0 0 CHEVRON CORP NEW COM Stock 166764100 2553 17631 SH SOLE 17631 0 0 CME GROUP INC COM Stock 12572Q105 2244 10962 SH SOLE 10962 0 0 COCA COLA CO COM Stock 191216100 1344 21356 SH SOLE 21356 0 0 COMCAST CORP NEW CL A Stock 20030N101 608 15503 SH SOLE 15503 0 0 CORNING INC COM Stock 219350105 2778 88159 SH SOLE 88159 0 0 COSTCO WHSL CORP NEW COM Stock 22160K105 3531 7367 SH SOLE 7367 0 0 CROWN CASTLE INTL CORP NEW COM REIT 22822V101 540 3205 SH SOLE 3205 0 0 CVS HEALTH CORP COM Stock 126650100 3695 39881 SH SOLE 39881 0 0 DELTA AIR LINES INC DEL COM NEW Stock 247361702 562 19385 SH SOLE 19385 0 0 DISNEY WALT CO COM Stock 254687106 1443 15289 SH SOLE 15289 0 0 DOW INC COM Stock 260557103 942 18251 SH SOLE 18251 0 0 DT MIDSTREAM INC COMMON STOCK Stock 23345M107 611 12471 SH SOLE 12471 0 0 ENERGY SELECT SECTOR SPDR FUND ETF 81369Y506 609 8515 SH SOLE 8515 0 0 ENTERPRISE PRODS PARTNERS L P COM Stock 293792107 456 18724 SH SOLE 18724 0 0 ESAB CORPORATION COM Stock 29605J106 1797 41080 SH SOLE 41080 0 0 EXELON CORP COM Stock 30161N101 2948 65050 SH SOLE 65050 0 0 EXXON MOBIL CORP COM Stock 30231G102 425 4963 SH SOLE 4963 0 0 FAIRLEAD TACTICAL SECTOR ETF ETF 14064D550 538 22740 SH SOLE 22740 0 0 FEDERAL SIGNAL CORP COM Stock 313855108 230 6460 SH SOLE 6460 0 0 FEDEX CORP COM Stock 31428X106 1122 4951 SH SOLE 4951 0 0 FIDELITY NATIONAL FINANCIAL IN FNF GROUP COM Stock 31620R303 2027 54837 SH SOLE 54837 0 0 FINANCIAL SELECT SECTOR SPDR FUND ETF 81369Y605 483 15362 SH SOLE 15362 0 0 FIRST TRUST NASDAQ CEA CYBERSECURITY ETF ETF 33734X846 291 7220 SH SOLE 7220 0 0 FIRSTENERGY CORP COM Stock 337932107 2903 75631 SH SOLE 75631 0 0 FLEXSHARES GLOBAL UPSTREAM NATURAL RESOURCES INDEX FUND ETF 33939L407 233 5884 SH SOLE 5884 0 0 GOLDMAN SACHS ACCESS TREASURY 0-1 YEAR ETF ETF 381430529 404 4050 SH SOLE 4050 0 0 GUARDANT HEALTH INC COM Stock 40131M109 703 17435 SH SOLE 17435 0 0 HOME DEPOT INC COM Stock 437076102 2660 9699 SH SOLE 9699 0 0 INVESCO DYNAMIC BUILDING & CONSTRUCTION ETF ETF 46137V779 559 15075 SH SOLE 15075 0 0 INVESCO S&P 500 EQUAL WEIGHT ETF ETF 46137V357 590 4395 SH SOLE 4395 0 0 JACKSON FINANCIAL INC COM CL A Stock 46817M107 3365 125810 SH SOLE 125810 0 0 JOHNSON & JOHNSON COM Stock 478160104 5369 30247 SH SOLE 30247 0 0 JPMORGAN CHASE & CO COM Stock 46625H100 2853 25335 SH SOLE 25335 0 0 JPMORGAN ULTRA-SHORT MUNICIPAL INCOME ETF ETF 46641Q654 1061 20940 SH SOLE 20940 0 0 L3HARRIS TECHNOLOGIES INC COM Stock 502431109 2383 9861 SH SOLE 9861 0 0 LILLY ELI & CO COM Stock 532457108 556 1714 SH SOLE 1714 0 0 LOCKHEED MARTIN CORP COM Stock 539830109 321 746 SH SOLE 746 0 0 MARKEL CORP COM Stock 570535104 511 395 SH SOLE 395 0 0 MARRIOTT INTL INC NEW CL A Stock 571903202 792 5825 SH SOLE 5825 0 0 MARTIN MARIETTA MATLS INC COM Stock 573284106 1173 3921 SH SOLE 3921 0 0 MCDONALDS CORP COM Stock 580135101 1245 5044 SH SOLE 5044 0 0 MERCK & CO INC COM Stock 58933Y105 3704 40628 SH SOLE 40628 0 0 MICROSOFT CORP COM Stock 594918104 5656 22023 SH SOLE 22023 0 0 MKS INSTRS INC COM Stock 55306N104 2045 19926 SH SOLE 19926 0 0 MOELIS & CO CL A Stock 60786M105 731 18570 SH SOLE 18570 0 0 NETFLIX INC COM Stock 64110L106 736 4206 SH SOLE 4206 0 0 NORFOLK SOUTHN CORP COM Stock 655844108 324 1425 SH SOLE 1425 0 0 NORTHROP GRUMMAN CORP COM Stock 666807102 514 1075 SH SOLE 1075 0 0 NXP SEMICONDUCTORS N V COM Stock N6596X109 635 4290 SH SOLE 4290 0 0 PAYPAL HLDGS INC COM Stock 70450Y103 966 13835 SH SOLE 13835 0 0 PEPSICO INC COM Stock 713448108 1390 8339 SH SOLE 8339 0 0 PFIZER INC COM Stock 717081103 919 17535 SH SOLE 17535 0 0 PPG INDS INC COM Stock 693506107 345 3014 SH SOLE 3014 0 0 PROCTER AND GAMBLE CO COM Stock 742718109 287 1996 SH SOLE 1996 0 0 QUALCOMM INC COM Stock 747525103 4236 33158 SH SOLE 33158 0 0 RENAISSANCE IPO ETF ETF 759937204 403 13375 SH SOLE 13375 0 0 RIO TINTO PLC SPONSORED ADR ADR 767204100 1871 30665 SH SOLE 30665 0 0 SBA COMMUNICATIONS CORP NEW CL A REIT 78410G104 255 797 SH SOLE 797 0 0 SOLARIS OILFIELD INFRASTRUCTUR COM CL A Stock 83418M103 598 54920 SH SOLE 54920 0 0 SONOS INC COM Stock 83570H108 310 17200 SH SOLE 17200 0 0 SPDR S&P 500 ETF ETF 78462F103 836 2215 SH SOLE 2215 0 0 SS&C TECHNOLOGIES HLDGS INC COM Stock 78467J100 1714 29524 SH SOLE 29524 0 0 STARWOOD PPTY TR INC COM REIT 85571B105 325 15535 SH SOLE 15535 0 0 SURO CAPITAL CORP COM NEW CEF 86887Q109 73 11405 SH SOLE 11405 0 0 TARGET CORP COM Stock 87612E106 241 1709 SH SOLE 1709 0 0 TECHNOLOGY SELECT SECTOR SPDR FUND ETF 81369Y803 907 7138 SH SOLE 7138 0 0 TYSON FOODS INC CL A Stock 902494103 3247 37729 SH SOLE 37729 0 0 UBER TECHNOLOGIES INC COM Stock 90353T100 602 29400 SH SOLE 29400 0 0 UNITED RENTALS INC COM Stock 911363109 945 3890 SH SOLE 3890 0 0 VANGUARD DIVIDEND APPRECIATION INDEX FUND ETF 921908844 226 1575 SH SOLE 1575 0 0 VANGUARD HEALTH CARE INDEX FUND ETF 92204A504 1108 4704 SH SOLE 4704 0 0 VANGUARD MID-CAP INDEX FUND ETF 922908629 280 1422 SH SOLE 1422 0 0 VANGUARD S&P 500 ETF ETF 922908363 450 1297 SH SOLE 1297 0 0 VANGUARD SMALL-CAP VALUE INDEX FUND ETF 922908611 234 1565 SH SOLE 1565 0 0 VANGUARD TOTAL STOCK MARKET INDEX FUND ETF 922908769 2312 12260 SH SOLE 12260 0 0 VERIZON COMMUNICATIONS INC COM Stock 92343V104 315 6204 SH SOLE 6204 0 0 VISA INC COM CL A Stock 92826C839 3493 17739 SH SOLE 17739 0 0 WALMART INC COM Stock 931142103 1889 15535 SH SOLE 15535 0 0 WHITE MTNS INS GROUP LTD COM Stock G9618E107 280 225 SH SOLE 225 0 0 WORKDAY INC CL A Stock 98138H101 738 5290 SH SOLE 5290 0 0 ZEBRA TECHNOLOGIES CORPORATION CL A Stock 989207105 3417 11626 SH SOLE 11626 0 0 ZIMMER BIOMET HOLDINGS INC COM Stock 98956P102 777 7400 SH SOLE 7400 0 0 ZSCALER INC COM Stock 98980G102 366 2450 SH SOLE 2450 0 0