# EDGAR Filing Document

**Accession Number:** 0001840501
**File Stem:** 0001840501-26-000001
**Filing Date:** 2026-1
**Character Count:** 15167
**Document Hash:** d7d7c7dabf0b2c61e7d0e103c6f12ccc
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0001840501-26-000001.hdr.sgml**: 20260128

**ACCESSION NUMBER**: 0001840501-26-000001

**CONFORMED SUBMISSION TYPE**: 13F-HR

**PUBLIC DOCUMENT COUNT**: 2

**CONFORMED PERIOD OF REPORT**: 20251231

**FILED AS OF DATE**: 20260128

**DATE AS OF CHANGE**: 20260127

**EFFECTIVENESS DATE**: 20260128

**FILER**: 

**COMPANY DATA:**
- **COMPANY CONFORMED NAME:** Hudson Value Partners, LLC
- **CENTRAL INDEX KEY:** 0001840501

**ORGANIZATION NAME:**
- **EIN:** 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:** 26567503

**BUSINESS ADDRESS:**
- **STREET 1:** 2875 SOUTH OCEAN BLVD
- **STREET 2:** SUITE 200-26
- **CITY:** PALM BEACH
- **STATE:** FL
- **ZIP:** 33480
- **BUSINESS PHONE:** 646-343-9773

**MAIL ADDRESS:**
- **STREET 1:** 2875 SOUTH OCEAN BLVD
- **STREET 2:** SUITE 200-26
- **CITY:** PALM BEACH
- **STATE:** FL
- **ZIP:** 33480

### FORM 13F COVER PAGE

**Report for the Calendar Year or Quarter Ended:** 12-31-2025

**Check here if Amendment** [ ] **Amendment Number:** 

**This Amendment (Check only one.):** [ ] is a restatement.

[ ] adds new holdings entries.

**Institutional Investment Manager Filing this Report:**

**Name:** Hudson Value Partners LLC<br>**Address:** 2875 SOUTH OCEAN BLVD<br>SUITE 200-26<br>PALM BEACH, FL 33480

**Form 13F File Number:** 028-21041

**CRD Number (if applicable):** 000301325

**SEC File Number (if applicable):** 801-115202

The institutional investment manager filing this report and the person by whom it is signed hereby represent that the person signing the report is authorized to submit it, that all information contained herein is true, correct and complete, and that it is understood that all required items, statements, schedules, lists, and tables, are considered integral parts of this form.

**Person Signing this Report on Behalf of Reporting Manager:**

**Name:** Christopher Davis<br>**Title:** CCO and Managing Member<br>**Phone:** 646-343-9773

**Signature, Place, and Date of Signing:**

Christopher Davis  Palm Beach, FL  01-27-2026<br>[Signature]  [City, State]  [Date]

**Report Type (Check only one.):**

[x] **13F HOLDINGS REPORT.** (Check here if all holdings of this reporting manager are reported in this report.)

[ ] **13F NOTICE.** (Check here if no holdings are reported in this report, and all holdings are reported by other reporting manager(s).)

[ ] **13F COMBINATION REPORT.** (Check here if a portion of the holdings for this reporting manager are reported in this report and a portion are reported by other reporting manager(s).)

### Form 13F Summary Page

**Report Summary:**

**Number of Other Included Managers:** 0

**Form 13F Information Table Entry Total:** 111

**Form 13F Information Table Value Total:** $335833661

      (round to nearest dollar)

**List of Other Included Managers:**

Provide a numbered list of the name(s) and Form 13F file number(s) of all institutional investment managers with respect to which this report is filed, other than the manager filing this report.

[If there are no entries in this list, state “NONE” and omit the column headings and list entries.]

**NONE**

### FORM 13F INFORMATION TABLE

---

|  |  |  |  |  |  |  |  |  |  |  |  |  |
| --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | VOTING AUTHORITY | VOTING AUTHORITY | VOTING AUTHORITY |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | SOLE | SHARED | NONE |
| ABBOTT LABS COM | Stock | 002824100 |  | 1356568 | 10789 | SH |  | SOLE |  | 10789 | 0 | 0 |
| ADVANCED MICRO DEVICES INC COM | Stock | 007903107 |  | 2230076 | 10377 | SH |  | SOLE |  | 10377 | 0 | 0 |
| AIRBNB INC COM CL A | Stock | 009066101 |  | 439326 | 3237 | SH |  | SOLE |  | 3237 | 0 | 0 |
| ALIBABA GROUP HLDG LTD SPONSORED ADS | ADR | 01609W102 |  | 3437948 | 23339 | SH |  | SOLE |  | 23339 | 0 | 0 |
| ALPHABET INC CAP STK CL A | Stock | 02079K305 |  | 23152216 | 73812 | SH |  | SOLE |  | 73812 | 0 | 0 |
| ALPHABET INC CAP STK CL C | Stock | 02079K107 |  | 9795414 | 31148 | SH |  | SOLE |  | 31148 | 0 | 0 |
| AMAZON COM INC COM | Stock | 023135106 |  | 4206460 | 18117 | SH |  | SOLE |  | 18117 | 0 | 0 |
| AMENTUM HOLDINGS INC COM | Stock | 023939101 |  | 5504149 | 187993 | SH |  | SOLE |  | 187993 | 0 | 0 |
| AMGEN INC COM | Stock | 031162100 |  | 6618081 | 20147 | SH |  | SOLE |  | 20147 | 0 | 0 |
| AMPLIFY CYBERSECURITY ETF | ETF | 032108664 |  | 308718 | 3800 | SH |  | SOLE |  | 3800 | 0 | 0 |
| APPLE INC COM | Stock | 037833100 |  | 17548417 | 64340 | SH |  | SOLE |  | 64340 | 0 | 0 |
| APPLIED MATLS INC COM | Stock | 038222105 |  | 291166 | 1120 | SH |  | SOLE |  | 1120 | 0 | 0 |
| ASML HOLDING N V N Y REGISTRY SHS | ADR | N07059210 |  | 8254072 | 7701 | SH |  | SOLE |  | 7701 | 0 | 0 |
| ATLANTA BRAVES HLDGS INC COM SER A | Stock | 047726104 |  | 3854662 | 90485 | SH |  | SOLE |  | 90485 | 0 | 0 |
| AUTOMATIC DATA PROCESSING INC COM | Stock | 053015103 |  | 791567 | 3050 | SH |  | SOLE |  | 3050 | 0 | 0 |
| BERKSHIRE HATHAWAY INC DEL CL B NEW | Stock | 084670702 |  | 22301265 | 44297 | SH |  | SOLE |  | 44297 | 0 | 0 |
| BITWISE BITCOIN ETF TRUST | ETF | 09174C104 |  | 606619 | 12754 | SH |  | SOLE |  | 12754 | 0 | 0 |
| BOEING CO COM | Stock | 097023105 |  | 614549 | 2820 | SH |  | SOLE |  | 2820 | 0 | 0 |
| BROADCOM INC COM | Stock | 11135F101 |  | 787163 | 2250 | SH |  | SOLE |  | 2250 | 0 | 0 |
| BUILDERS FIRSTSOURCE INC COM | Stock | 12008R107 |  | 6153290 | 59659 | SH |  | SOLE |  | 59659 | 0 | 0 |
| CANADIAN IMPERIAL BANK OF COMM COM | Stock | 136069101 |  | 1140055 | 12582 | SH |  | SOLE |  | 12582 | 0 | 0 |
| CANADIAN PACIFIC KANSAS CITY COM | Stock | 13646K108 |  | 3589443 | 48307 | SH |  | SOLE |  | 48307 | 0 | 0 |
| CATERPILLAR INC COM | Stock | 149123101 |  | 291559 | 505 | SH |  | SOLE |  | 505 | 0 | 0 |
| CHART INDS INC COM | Stock | 16115Q308 |  | 1380164 | 6690 | SH |  | SOLE |  | 6690 | 0 | 0 |
| CHEVRON CORP NEW COM | Stock | 166764100 |  | 543198 | 3565 | SH |  | SOLE |  | 3565 | 0 | 0 |
| CISCO SYS INC COM | Stock | 17275R102 |  | 257319 | 3333 | SH |  | SOLE |  | 3333 | 0 | 0 |
| CITIGROUP INC COM NEW | Stock | 172967424 |  | 231046 | 1980 | SH |  | SOLE |  | 1980 | 0 | 0 |
| COCA COLA CO COM | Stock | 191216100 |  | 1273795 | 18191 | SH |  | SOLE |  | 18191 | 0 | 0 |
| CORNING INC COM | Stock | 219350105 |  | 7932920 | 89386 | SH |  | SOLE |  | 89386 | 0 | 0 |
| COSTCO WHSL CORP NEW COM | Stock | 22160K105 |  | 6407739 | 7407 | SH |  | SOLE |  | 7407 | 0 | 0 |
| CROWDSTRIKE HLDGS INC CL A | Stock | 22788C105 |  | 2233123 | 4720 | SH |  | SOLE |  | 4720 | 0 | 0 |
| DANAHER CORPORATION COM | Stock | 235851102 |  | 1216677 | 5288 | SH |  | SOLE |  | 5288 | 0 | 0 |
| DEERE  CO COM | Stock | 244199105 |  | 3923946 | 8359 | SH |  | SOLE |  | 8359 | 0 | 0 |
| DELL TECHNOLOGIES INC CL C | Stock | 24703L202 |  | 5652815 | 44316 | SH |  | SOLE |  | 44316 | 0 | 0 |
| DISNEY WALT CO COM | Stock | 254687106 |  | 1017928 | 8894 | SH |  | SOLE |  | 8894 | 0 | 0 |
| DT MIDSTREAM INC COMMON STOCK | Stock | 23345M107 |  | 319282 | 2651 | SH |  | SOLE |  | 2651 | 0 | 0 |
| DUKE ENERGY CORP NEW COM NEW | Stock | 26441C204 |  | 544270 | 4625 | SH |  | SOLE |  | 4625 | 0 | 0 |
| ELI LILLY  CO COM | Stock | 532457108 |  | 2998364 | 2782 | SH |  | SOLE |  | 2782 | 0 | 0 |
| EMERSON ELEC CO COM | Stock | 291011104 |  | 1460931 | 10865 | SH |  | SOLE |  | 10865 | 0 | 0 |
| ENERGY TRANSFER L P COM UT LTD PTN | Stock | 29273V100 |  | 1071254 | 64775 | SH |  | SOLE |  | 64775 | 0 | 0 |
| ENTERPRISE PRODS PARTNERS L P COM | Stock | 293792107 |  | 302624 | 9433 | SH |  | SOLE |  | 9433 | 0 | 0 |
| ESAB CORPORATION COM | Stock | 29605J106 |  | 5663959 | 50066 | SH |  | SOLE |  | 50066 | 0 | 0 |
| EVERUS CONSTR GROUP COM | Stock | 300426103 |  | 6976423 | 79756 | SH |  | SOLE |  | 79756 | 0 | 0 |
| EXXON MOBIL CORP COM | Stock | 30231G102 |  | 776613 | 6425 | SH |  | SOLE |  | 6425 | 0 | 0 |
| F ANNUITIES  LIFE INC COM | STOCK | 67066G904 |  | 210490 | 6823 | SH |  | SOLE |  | 6823 | 0 | 0 |
| FEDEX CORP COM | Stock | 31428X106 |  | 1270236 | 4381 | SH |  | SOLE |  | 4381 | 0 | 0 |
| FIDELITY NATIONAL FINANCIAL IN COM SHS | Stock | 31620R303 |  | 5823546 | 105468 | SH |  | SOLE |  | 105468 | 0 | 0 |
| FRANCO NEV CORP COM | Stock | 351858105 |  | 6702988 | 32205 | SH |  | SOLE |  | 32205 | 0 | 0 |
| GOLDMAN SACHS HEDGE INDUSTRY VIP ETF | ETF | 381430545 |  | 2421979 | 15632 | SH |  | SOLE |  | 15632 | 0 | 0 |
| HOME DEPOT INC COM | Stock | 437076102 |  | 1133771 | 3282 | SH |  | SOLE |  | 3282 | 0 | 0 |
| IDEXX LABS INC COM | Stock | 45168D104 |  | 204696 | 300 | SH |  | SOLE |  | 300 | 0 | 0 |
| INTERNATIONAL BUSINESS MACHS COM | Stock | 459200101 |  | 366215 | 1225 | SH |  | SOLE |  | 1225 | 0 | 0 |
| INVESCO QQQ TRUST SERIES I | ETF | 46090E103 |  | 929656 | 1508 | SH |  | SOLE |  | 1508 | 0 | 0 |
| INVESCO S 500 EQUAL WEIGHT ETF | ETF | 46137V357 |  | 694888 | 3609 | SH |  | SOLE |  | 3609 | 0 | 0 |
| ISHARES MSCI BRAZIL ETF | ETF | 464286400 |  | 1135676 | 35745 | SH |  | SOLE |  | 35745 | 0 | 0 |
| ISHARES MSCI EMERGING MARKETS EX CHINA ETF | ETF | 46434G764 |  | 276355 | 3800 | SH |  | SOLE |  | 3800 | 0 | 0 |
| ISHARES RUSSELL MIDCAP ETF | ETF | 464287499 |  | 513533 | 5280 | SH |  | SOLE |  | 5280 | 0 | 0 |
| ISHARES U.S. BROKER-DEALERS  SECURITIES EXCHANGES ETF | ETF | 464288794 |  | 971539 | 5416 | SH |  | SOLE |  | 5416 | 0 | 0 |
| JOHNSON  JOHNSON COM | Stock | 478160104 |  | 7457715 | 36042 | SH |  | SOLE |  | 36042 | 0 | 0 |
| JPMORGAN CHASE  CO. COM | Stock | 46625H100 |  | 4856172 | 15046 | SH |  | SOLE |  | 15046 | 0 | 0 |
| JPMORGAN INCOME ETF | ETF | 46641Q159 |  | 367260 | 7928 | SH |  | SOLE |  | 7928 | 0 | 0 |
| KKR  CO INC COM | Stock | 48251W104 |  | 1006966 | 7835 | SH |  | SOLE |  | 7835 | 0 | 0 |
| KNIFE RIVER CORP COMMON STOCK | Stock | 498894104 |  | 3882169 | 54330 | SH |  | SOLE |  | 54330 | 0 | 0 |
| KRANESHARES CSI CHINA INTERNET ETF | ETF | 500767306 |  | 1073826 | 31511 | SH |  | SOLE |  | 31511 | 0 | 0 |
| MARKEL GROUP INC COM | Stock | 570535104 |  | 7629889 | 3517 | SH |  | SOLE |  | 3517 | 0 | 0 |
| MARRIOTT INTL INC NEW CL A | Stock | 571903202 |  | 1383080 | 4425 | SH |  | SOLE |  | 4425 | 0 | 0 |
| MARTIN MARIETTA MATLS INC COM | Stock | 573284106 |  | 1482523 | 2350 | SH |  | SOLE |  | 2350 | 0 | 0 |
| MCDONALDS CORP COM | Stock | 580135101 |  | 3973508 | 12909 | SH |  | SOLE |  | 12909 | 0 | 0 |
| MDU RES GROUP INC COM | Stock | 552690109 |  | 6722546 | 341046 | SH |  | SOLE |  | 341046 | 0 | 0 |
| MERCK  CO INC COM | Stock | 58933Y105 |  | 6180007 | 58337 | SH |  | SOLE |  | 58337 | 0 | 0 |
| META PLATFORMS INC CL A | Stock | 30303M102 |  | 4100207 | 6205 | SH |  | SOLE |  | 6205 | 0 | 0 |
| METLIFE INC COM | Stock | 59156R108 |  | 206672 | 2600 | SH |  | SOLE |  | 2600 | 0 | 0 |
| MICROSOFT CORP COM | Stock | 594918104 |  | 15444461 | 31758 | SH |  | SOLE |  | 31758 | 0 | 0 |
| NETFLIX INC COM | Stock | 64110L106 |  | 1693612 | 18060 | SH |  | SOLE |  | 18060 | 0 | 0 |
| NORFOLK SOUTHN CORP COM | Stock | 655844108 |  | 245412 | 850 | SH |  | SOLE |  | 850 | 0 | 0 |
| NUVEEN CHURCHILL DIRECT LENDIN COM SHS | CEF | 67090S108 |  | 503185 | 37720 | SH |  | SOLE |  | 37720 | 0 | 0 |
| NVENT ELECTRIC PLC SHS | Stock | G6700G107 |  | 1199782 | 11675 | SH |  | SOLE |  | 11675 | 0 | 0 |
| NVIDIA CORPORATION COM | Stock | 67066G104 |  | 8939196 | 47889 | SH |  | SOLE |  | 47889 | 0 | 0 |
| NVIDIA CORPORATION COM | CALL | 67066G904 |  | 279802 | 1500 | SH | Call | SOLE |  | 0 | 0 | 1000 |
| NVIDIA CORPORATION COM | CALL | 67066G904 |  | 186535 | 1000 | SH | Call | SOLE |  | 0 | 0 | 1000 |
| NVIDIA CORPORATION COM | CALL | 67066G904 |  | 186535 | 1000 | SH | Call | SOLE |  | 0 | 0 | 1000 |
| ONEOK INC NEW COM | Stock | 682680103 |  | 3063213 | 41516 | SH |  | SOLE |  | 41516 | 0 | 0 |
| PARKER-HANNIFIN CORP COM | Stock | 701094104 |  | 395525 | 445 | SH |  | SOLE |  | 445 | 0 | 0 |
| PEPSICO INC COM | Stock | 713448108 |  | 694022 | 4820 | SH |  | SOLE |  | 4820 | 0 | 0 |
| PPG INDS INC COM | Stock | 693506107 |  | 236598 | 2282 | SH |  | SOLE |  | 2282 | 0 | 0 |
| PROCTER AND GAMBLE CO COM | Stock | 742718109 |  | 379383 | 2634 | SH |  | SOLE |  | 2634 | 0 | 0 |
| QUALCOMM INC COM | Stock | 747525103 |  | 5705541 | 32884 | SH |  | SOLE |  | 32884 | 0 | 0 |
| QXO INC COM NEW | Stock | 82846H405 |  | 2057306 | 99720 | SH |  | SOLE |  | 99720 | 0 | 0 |
| REGENERON PHARMACEUTICALS COM | Stock | 75886F107 |  | 499400 | 647 | SH |  | SOLE |  | 647 | 0 | 0 |
| SERVICENOW INC COM | Stock | 81762P102 |  | 1044674 | 6775 | SH |  | SOLE |  | 6775 | 0 | 0 |
| SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST | ETF | 78467X109 |  | 203108 | 420 | SH |  | SOLE |  | 420 | 0 | 0 |
| SPDR GOLD SHARES | ETF | 78463V107 |  | 277933 | 700 | SH |  | SOLE |  | 700 | 0 | 0 |
| SPDR S 500 ETF TRUST | ETF | 78462F103 |  | 1526254 | 2235 | SH |  | SOLE |  | 2235 | 0 | 0 |
| STATE STREET COMMUNICATION SERVICES SELECT SECTOR SPDR ETF | ETF | 81369Y852 |  | 2698310 | 22921 | SH |  | SOLE |  | 22921 | 0 | 0 |
| STATE STREET ENERGY SELECT SECTOR SPDR ETF | ETF | 81369Y506 |  | 523036 | 11670 | SH |  | SOLE |  | 11670 | 0 | 0 |
| STATE STREET INDUSTRIAL SELECT SECTOR SPDR ETF | ETF | 81369Y704 |  | 1054924 | 6800 | SH |  | SOLE |  | 6800 | 0 | 0 |
| STATE STREET TECHNOLOGY SELECT SECTOR SPDR ETF | ETF | 81369Y803 |  | 3786087 | 26286 | SH |  | SOLE |  | 26286 | 0 | 0 |
| TESLA INC COM | Stock | 88160R101 |  | 486073 | 1077 | SH |  | SOLE |  | 1077 | 0 | 0 |
| THERMO FISHER SCIENTIFIC INC COM | Stock | 883556102 |  | 6192201 | 10623 | SH |  | SOLE |  | 10623 | 0 | 0 |
| TJX COS INC NEW COM | Stock | 872540109 |  | 335271 | 2160 | SH |  | SOLE |  | 2160 | 0 | 0 |
| TRAVELERS COMPANIES INC COM | Stock | 89417E109 |  | 248291 | 856 | SH |  | SOLE |  | 856 | 0 | 0 |
| UBER TECHNOLOGIES INC COM | Stock | 90353T100 |  | 2139480 | 26092 | SH |  | SOLE |  | 26092 | 0 | 0 |
| UNITED RENTALS INC COM | Stock | 911363109 |  | 1760533 | 2158 | SH |  | SOLE |  | 2158 | 0 | 0 |
| VANECK GOLD MINERS ETF | ETF | 92189F106 |  | 1210151 | 14108 | SH |  | SOLE |  | 14108 | 0 | 0 |
| VANGUARD RUSSELL 2000 ETF | ETF | 92206C664 |  | 1365693 | 13722 | SH |  | SOLE |  | 13722 | 0 | 0 |
| VANGUARD S 500 ETF | ETF | 922908363 |  | 502234 | 796 | SH |  | SOLE |  | 796 | 0 | 0 |
| VANGUARD TOTAL STOCK MARKET ETF | ETF | 922908769 |  | 7472271 | 22267 | SH |  | SOLE |  | 22267 | 0 | 0 |
| VISA INC COM CL A | Stock | 92826C839 |  | 8176547 | 23164 | SH |  | SOLE |  | 23164 | 0 | 0 |
| WALMART INC COM | Stock | 931142103 |  | 3709447 | 33224 | SH |  | SOLE |  | 33224 | 0 | 0 |
| WHITE MTNS INS GROUP LTD COM | Stock | G9618E107 |  | 428192 | 206 | SH |  | SOLE |  | 206 | 0 | 0 |
| ZSCALER INC COM | Stock | 98980G102 |  | 548162 | 2412 | SH |  | SOLE |  | 2412 | 0 | 0 |

---