HE
Hudson Edge Investment Partners Inc. 13F Filing (Q3 2026) — Top Positions & Stock Picks
Hudson Edge Investment Partners Inc.CIK: 0000740272
Diversified strategyContrarianQuality / disciplined sizing
Total reported value
$727.7M
Reporting period: 2026-09-30 · Number of holdings: 129
HUDSON EDGE INVESTMENT PARTNERS INC. disclosed 129 holdings in its latest 13F filing for the period ending 2026-09-30, with total reported value of $727.7M and a quarterly turnover rate of 30.0%.
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Personality snowflake
- Concentration
- 20.88
- Portfolio Stability
- 30.01
- Momentum
- 0
- Sector conviction
- 52.34
- Diversification
- 100
- Sizing Uniformity
- 75.96
Hudson Edge Investment Partners Inc.'s disclosed holdings carry a Herfindahl concentration index of 0.052 — mathematically equivalent to about 19 equally-sized positions, well below its 129 actual disclosed holdings. That gap points to a strategy built around a small core of high-conviction bets rather than broad diversification.
Position sizes vary widely across the portfolio (a coefficient of variation of 2.40), with a handful of outsized bets alongside many smaller positions.
No strong tilt toward either adding to existing winners or initiating outsized new positions was observed in the latest reported quarter.
Source and citation information
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Recent moves
View source Form 13F filing on SEC.govNew buy SW
Trim WBD
-99.9% -$9.4M
New buy MSFT
Trim TSM
-3.9% -$9.0M
Sold out OKE
Trim AEP
-99.9% -$7.1M
Holdings Map
New buyAddUnchangedTrim
Top 10 holdings by weight
Full holdings list this quarter
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 13.75% | -1.15% | -3.94% | |
| 2 | SW | Smurfit Westrock Plc | Stock-Consumer Disc | 9.16% | +9.16% | NEW | |
| 3 | ICLR | ICON Public Limited Company | Stock-Healthcare | 8.79% | +0.09% | +2.72% | |
| 4 | RYAAY | Ryanair Holdings Plc-sp Adr | Stock-Industrials | 7.51% | -0.64% | +7.77% | |
| 5 | INFY | Infosys Ltd-sp Adr | Stock-Tech | 6.38% | +0.36% | +2.72% | |
| 6 | HDB | Hdfc Bank Ltd-adr | Stock-Financials | 6.05% | -0.72% | +2.71% | |
| 7 | ACN | Accenture plc | Stock-Tech | 1.19% | +0.26% | -13.49% | |
| 8 | MSFT | Microsoft CORP | Stock-Tech | 1.17% | +1.17% | NEW | |
| 9 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.11% | +0.09% | +3.68% | |
| 10 | GPC | Genuine Parts Co | Stock-Consumer Disc | 1.03% | -0.08% | -13.47% | |
| 11 | EOG | Eog Resources Inc | Stock-Energy | 0.95% | — | -6.18% | |
| 12 | BMY | Bristol-myers Squibb Co | Stock-Healthcare | 0.95% | -0.06% | -13.56% | |
| 13 | ABBV | Abbvie Inc | Stock-Healthcare | 0.94% | -0.10% | -13.42% | |
| 14 | APH | Amphenol Corp-cl A | Stock-Tech | 0.93% | -0.19% | +72.74% | |
| 15 | COR | Cencora Inc | Stock-Healthcare | 0.91% | -0.02% | -8.22% | |
| 16 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.91% | -0.13% | -13.82% | |
| 17 | COF | Capital One Financial CORP | Stock-Financials | 0.91% | -0.11% | -8.04% | |
| 18 | BDX | Becton Dickinson And Co | Stock-Healthcare | 0.90% | -0.11% | -25.25% | |
| 19 | COP | Conocophillips | Stock-Energy | 0.90% | +0.04% | -13.43% | |
| 20 | SNA | Snap-on Inc | Stock-Industrials | 0.90% | -0.25% | -14.05% | |
| 21 | MDT | Medtronic plc | Stock-Healthcare | 0.90% | -0.03% | -13.47% | |
| 22 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.89% | -0.19% | -21.45% | |
| 23 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.89% | +0.02% | — | |
| 24 | HBAN | Huntington Bancshares Inc | Stock-Financials | 0.89% | -0.23% | -8.25% | |
| 25 | MET | Metlife Inc | Stock-Financials | 0.88% | -0.19% | -26.59% | |
| 26 | DG | Dollar General CORP | Stock-Consumer Staples | 0.88% | -0.18% | -20.68% | |
| 27 | CVS | Cvs Health CORP | Stock-Healthcare | 0.88% | -0.20% | -2.75% | |
| 28 | CMCSA | Comcast Corp-class A | Stock-Comm Services | 0.87% | -0.13% | -1.63% | |
| 29 | C | Citigroup Inc | Stock-Financials | 0.87% | -0.21% | -13.53% | |
| 30 | AMAT | Applied Materials Inc | Stock-Tech | 0.87% | -0.13% | +21.48% | |
| 31 | LMT | Lockheed Martin CORP | Stock-Industrials | 0.86% | -0.14% | -13.96% | |
| 32 | URI | United Rentals Inc | Stock-Industrials | 0.86% | -0.25% | -13.29% | |
| 33 | IBM | Intl Business Machines CORP | Stock-Tech | 0.86% | -0.24% | -1.12% | |
| 34 | STT | State Street CORP | Stock-Financials | 0.85% | -0.20% | -21.47% | |
| 35 | SJM | Jm Smucker Co/the | Stock-Consumer Staples | 0.84% | -0.21% | -24.53% | |
| 36 | ALL | Allstate CORP | Stock-Financials | 0.84% | -0.23% | -15.73% | |
| 37 | KHC | Kraft Heinz Co/the | Stock-Consumer Staples | 0.84% | -0.06% | -3.00% | |
| 38 | STZ | Constellation Brands Inc-a | Stock-Consumer Staples | 0.84% | +0.02% | +25.85% | |
| 39 | ADBE | Adobe Inc | Stock-Tech | 0.84% | +0.10% | -4.16% | |
| 40 | ✓ | Stock-Other | 0.83% | +0.83% | NEW | ||
| 41 | HUBB | Hubbell Inc | Stock-Industrials | 0.83% | -0.27% | -13.66% | |
| 42 | OMC | Omnicom Group | Stock-Comm Services | 0.83% | -0.15% | -17.39% | |
| 43 | HCA | Hca Healthcare Inc | Stock-Healthcare | 0.82% | -0.05% | -14.00% | |
| 44 | HD | Home Depot Inc | Stock-Consumer Disc | 0.82% | -0.27% | -7.16% | |
| 45 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.82% | -0.10% | -5.36% | |
| 46 | DOV | Dover CORP | Stock-Industrials | 0.81% | -0.30% | -13.53% | |
| 47 | NUE | Nucor CORP | Stock-Materials | 0.80% | -0.08% | -13.60% | |
| 48 | RPM | Rpm International Inc | Stock-Materials | 0.79% | -0.23% | -13.56% | |
| 49 | O | Realty Income CORP | Stock-Real Estate | 0.79% | -0.24% | -13.53% | |
| 50 | EQR | Equity Residential | Stock-Real Estate | 0.79% | -0.22% | -13.53% |
1–50 of 129
Portfolio Performance
Performance for Q4 2026
+2.8%
Performance Last 4 Quarters
+12.7%
- Stdev
- +12.6%
- Beta
- +0.75
- Alpha
- +0.8%
- Max Drawdown
- -8.5%
- Annualized Perf
- +18.2%
- Batting Avg vs S&P
- +41.7%
- Sortino
- +2.47
- Stutzer
- +0.39
- Treynor
- +0.24
- Sterling
- +1.06
- Calmar
- +2.16
- Information Ratio
- -0.53
- Tracking Error
- +9.2%
- Stdev Down
- +7.1%
- Winning Months %
- +69.4%
- Losing Months %
- +30.6%
- Best 12 Months
- +26.3%
- Worst 12 Months
- +0.1%
- Efficiency Ratio
- +0.56
- Sharpe
- +1.4
- Stdev Sectors
- +8.7%
- Skewness
- -0.62
- Kurtosis
- -0.15
- Upside Potential
- +3.98
Reported value over time
Sector allocation
Sector allocation over time
Quarterly history
| Period | Holdings | Total value | Stability | Top holdings | |
|---|---|---|---|---|---|
| 2026 Q3 | 129 | $727.7M | 30 | ||
| 2026 Q2 | 123 | $732.0M | 27 | ||
| 2026 Q1 | 101 | $684.3M | 19 | ||
| 2025 Q4 | 87 | $674.9M | 17 | ||
| 2025 Q3 | 88 | $617.8M | 33 | ||
| 2025 Q2 | 91 | $584.4M | 0 | ||
| 2025 Q1 | 101 | $491.8M | 100 | ||
| 2024 Q4 | 187 | $542.4M | 0 | ||
| 2024 Q3 | 195 | $539.4M | 0 | ||
| 2024 Q2 | 192 | $517.6M | 0 | ||
| 2024 Q1 | 160 | $512.2M | 0 | ||
| 2023 Q4 | 146 | $430.6M | 0 | ||
| 2023 Q3 | 130 | $306.1M | 0 | ||
| 2023 Q2 | 122 | $314.4M | 0 | ||
| 2023 Q1 | 128 | $322.0M | 0 | ||
| 2022 Q4 | 132 | $293.0M | 0 | ||
| 2022 Q3 | 147 | $268.7M | 0 | ||
| 2022 Q2 | 133 | $274.4M | 0 | ||
| 2022 Q1 | 137 | $317.5M | 0 | ||
| 2021 Q4 | 137 | $322.8M | 0 | ||
| 2021 Q3 | 133 | $304.7M | 0 | ||
| 2021 Q2 | 134 | $314.1M | 98 | ||
| 2021 Q1 | 132 | $302.5M | 32 | ||
| 2020 Q4 | 131 | $280.6M | 32 | ||
| 2020 Q3 | 141 | $249.1M | 37 | ||
| 2020 Q2 | 127 | $310.2M | 36 | ||
| 2020 Q1 | 125 | $263.4M | 45 | ||
| 2019 Q4 | 133 | $380.2M | 19 | ||
| 2019 Q3 | 144 | $356.3M | 15 | ||
| 2019 Q2 | 136 | $344.1M | 18 | ||
| 2019 Q1 | 135 | $331.9M | 37 | ||
| 2018 Q4 | 138 | $323.1M | 63 | ||
| 2018 Q3 | 152 | $562.1M | 20 | ||
| 2018 Q2 | 153 | $536.2M | 32 | ||
| 2018 Q1 | 151 | $660.1M | 29 | ||
| 2017 Q4 | 158 | $724.7M | 11 | ||
| 2017 Q3 | 155 | $703.8M | 14 | ||
| 2017 Q2 | 158 | $711.8M | 19 | ||
| 2017 Q1 | 160 | $751.3M | 17 | ||
| 2016 Q4 | 162 | $732.7M | 51 | ||
| 2016 Q3 | 158 | $668.9M | 50 | ||
| 2016 Q2 | 163 | $670.0M | 52 | ||
| 2016 Q1 | 184 | $1.0B | 39 | ||
| 2015 Q4 | 151 | $1.0B | 63 | ||
| 2015 Q3 | 134 | $1.9B | 32 | ||
| 2015 Q2 | 149 | $2.4B | 14 | ||
| 2015 Q1 | 148 | $2.4B | 39 | ||
| 2014 Q4 | 145 | $2.8B | 12 | ||
| 2014 Q3 | 146 | $2.7B | 31 | ||
| 2014 Q2 | 142 | $2.8B | 12 | ||
| 2014 Q1 | 139 | $2.6B | 36 | ||
| 2013 Q4 | 139 | $2.6B | 14 | ||
| 2013 Q3 | 139 | $2.4B | 16 | ||
| 2013 Q2 | 141 | $2.5B | 0 |
Holding changes this quarter
Hudson Edge Investment Partners Inc.'s most significant position changes for 2026-09-30: New buy: Smurfit Westrock Plc (SW); New buy: Microsoft CORP (MSFT); Sold out: Oneok Inc (OKE); Sold out: Cisco Systems Inc (CSCO); New buy: .
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | SW | Smurfit Westrock Plc | +9.2% | NEW | New buy |
| 2 | MSFT | Microsoft CORP | +1.2% | NEW | New buy |
| 3 | ✓ | +0.8% | NEW | New buy | |
| 4 | PEG | Public Service Enterprise Gp | +0.7% | NEW | New buy |
| 5 | ADP | Automatic Data Processing | +0.5% | NEW | New buy |
| 6 | SYK | Stryker CORP | +0.4% | NEW | New buy |
| 7 | HPE | Hewlett Packard Enterprise | +0.4% | NEW | New buy |
| 8 | INFY | Infosys Ltd-sp Adr | +0.4% | +2.72% | Add |
| 9 | ACN | Accenture plc | +0.3% | -13.49% | Trim |
| 10 | ADBE | Adobe Inc | +0.1% | -4.16% | Trim |
| 11 | AMZN | Amazon.com Inc | +0.1% | +3.68% | Add |
| 12 | ICLR | ICON Public Limited Company | +0.1% | +2.72% | Add |
| 13 | QLYS | Qualys Inc | +0.1% | NEW | New buy |
| 14 | CACI | Caci International Inc -cl A | +0.1% | +63.38% | Add |
| 15 | WSC | Willscot Holdings CORP | +0.1% | NEW | New buy |
| 16 | EXLS | Exlservice Holdings Inc | +0.1% | +353.65% | Add |
| 17 | MKSI | Mks Inc | +0.1% | +139.34% | Add |
| 18 | AWI | Armstrong World Industries | +0.1% | +65.04% | Add |
| 19 | EVR | Evercore Inc - A | +0.1% | +94.07% | Add |
| 20 | VOO | Vanguard S&p 500 ETF | 0% | NEW | New buy |
| 21 | COP | Conocophillips | 0% | -13.43% | Trim |
| 22 | OLLI | Ollie's Bargain Outlet Holdi | 0% | +8.94% | Add |
| 23 | LOAR | Loar Holdings Inc | 0% | NEW | New buy |
| 24 | RRX | Regal Rexnord CORP | 0% | +110.01% | Add |
| 25 | PRGS | Progress Software CORP | 0% | +119.25% | Add |
| 26 | STZ | Constellation Brands Inc-a | 0% | +25.85% | Add |
| 27 | SLM | Slm CORP | 0% | +63.16% | Add |
| 28 | PFF | Ishares Preferred & Income S | 0% | +27.36% | Add |
| 29 | HR | Healthcare Realty Trust Inc | 0% | +28.40% | Add |
| 30 | STAG | Stag Industrial Inc | 0% | +17.57% | Add |
| 31 | BDC | Belden Inc | 0% | +21.52% | Add |
| 32 | ACWX | Ishares Msci Acwi Ex US ETF | 0% | +8.71% | Add |
| 33 | IWF | Ishares Russell 1000 Growth | 0% | — | Unchanged |
| 34 | SCHG | Schwab US Large-cap Growth | 0% | -2.87% | Trim |
| 35 | IJR | Ishares Core S&p Small-cap E | — | -49.63% | Trim |
| 36 | WCC | Wesco International Inc | — | -7.76% | Trim |
| 37 | NMIH | Nmi Holdings Inc | — | +1.24% | Add |
| 38 | EOG | Eog Resources Inc | — | -6.18% | Trim |
| 39 | IEMG | Ishares Core Msci Emerging | — | — | Unchanged |
| 40 | HOMB | Home Bancshares Inc | — | +0.38% | Add |
| 41 | ACWI | Ishares Msci Acwi ETF | — | — | Unchanged |
| 42 | GLD | Spdr Gold Shares | — | — | Unchanged |
| 43 | KNX | Knight-swift Transportation | — | +23.48% | Add |
| 44 | RSP | Invesco S&p 500 Equal Weight | — | — | Unchanged |
| 45 | MPC | Marathon Petroleum CORP | — | — | Unchanged |
| 46 | CTRA | Coterra Energy Inc | — | EXIT | Sold out |
| 47 | JBL | Jabil Inc | — | — | Unchanged |
| 48 | ZBRA | Zebra Technologies Corp-cl A | — | — | Unchanged |
| 49 | CRUS | Cirrus Logic Inc | — | — | Unchanged |
| 50 | EFA | Ishares Msci Eafe ETF | — | — | Unchanged |
1–50 of 134
* This report is exclusively curated by the AlphaSMO team. AlphaSMO is the web's most authoritative 13F / Inside Trader database, delivering precise insider trading and institutional holdings insights.
Filing History
FAQ
What is Hudson Edge Investment Partners Inc. and what type of investor is it?
Hudson Edge Investment Partners Inc. is an investment manager that files SEC Form 13F quarterly, disclosing its U.S. public equity holdings to regulators. As of the most recent reporting period (2026-09-30), the firm manages a tracked equity portfolio valued at approximately $727.7M, spread across 129 disclosed positions.
What are Hudson Edge Investment Partners Inc.'s largest equity positions?
Based on the latest 13F filing, Hudson Edge Investment Partners Inc.'s top holdings by market value are:
1. Taiwan Semiconductor-sp Adr (TSM) — $100.0M (13.8%)
2. Smurfit Westrock Plc (SW) — $66.6M (9.2%)
3. ICON Public Limited Company (ICLR) — $64.0M (8.8%)
4. Ryanair Holdings Plc-sp Adr (RYAAY) — $54.6M (7.5%)
5. Infosys Ltd-sp Adr (INFY) — $46.4M (6.4%)
What changes did Hudson Edge Investment Partners Inc. make in its most recent portfolio filing?
In the latest reported quarter, Hudson Edge Investment Partners Inc. made 105 notable position adjustments: 11 new positions were initiated, 34 existing holdings were added to, 55 positions were partially reduced, and 5 were completely exited. The largest of these moves: New buy: Smurfit Westrock Plc (SW); New buy: Microsoft CORP (MSFT); Sold out: Oneok Inc (OKE); Sold out: Cisco Systems Inc (CSCO); New buy:
What sectors does Hudson Edge Investment Partners Inc. focus on?
Hudson Edge Investment Partners Inc. is concentrated in the following sectors based on its current disclosed equity portfolio:
• Information Technology: 29.3%
• Health Care: 17.3%
• Financials: 14.3%
• Consumer Discretionary: 13.1%
• Industrials: 13.1%
• Consumer Staples: 4.7%
Investment Profile
Hudson Edge Investment Partners Inc. returned an annualized 18.2% over the trailing 36 months — outperforming the S&P 500 by 0.8 points — based on a reconstructed track record of its disclosed 13F positions, with a beta of 0.75 (less volatile than the market) and a 42% quarterly batting average against the index.
Its portfolio is broadly diversified and moderately active.
It has added to its ICLR position over the past two quarters (+$28.7M, now $64.0M), while trimming WBD over the same stretch (-$10.5M, still holding $7.7K).
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Developer Access
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