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Hudson Edge Investment Partners Inc. 13F Filing (Q2 2026) — Top Positions & Stock Picks
Hudson Edge Investment Partners Inc.CIK: 0000740272
Diversified strategyMomentum followerQuality / disciplined sizing
Total reported value
$732.0M
Reporting period: 2026-06-30 · Number of holdings: 123
HUDSON EDGE INVESTMENT PARTNERS INC. disclosed 123 holdings in its latest 13F filing for the period ending 2026-06-30, with total reported value of $732.0M and a quarterly turnover rate of 26.9%.
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Personality snowflake
- Concentration
- 19.89
- Portfolio Stability
- 26.89
- Momentum
- 100
- Sector conviction
- 51.65
- Diversification
- 100
- Sizing Uniformity
- 77.29
Hudson Edge Investment Partners Inc.'s disclosed holdings carry a Herfindahl concentration index of 0.050 — mathematically equivalent to about 20 equally-sized positions, well below its 123 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 2.27), 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.govAdd ICLR
+14.9% $28.4M
Add TSM
-5.8% $27.1M
Trim INFY
-5.7% -$16.1M
New buy APH
Sold out UDR
Trim SPG
-100.0% -$7.5M
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 | 14.90% | +2.93% | -5.79% | |
| 2 | ICLR | ICON Public Limited Company | Stock-Healthcare | 8.70% | +3.54% | +14.88% | |
| 3 | RYAAY | Ryanair Holdings Plc-sp Adr | Stock-Industrials | 8.15% | -0.11% | -5.70% | |
| 4 | HDB | Hdfc Bank Ltd-adr | Stock-Financials | 6.77% | -0.62% | -5.70% | |
| 5 | INFY | Infosys Ltd-sp Adr | Stock-Tech | 6.02% | -2.77% | -5.67% | |
| 6 | WBD | Warner Bros Discovery Inc | Stock-Comm Services | 1.28% | -0.25% | -7.82% | |
| 7 | SNA | Snap-on Inc | Stock-Industrials | 1.15% | -0.05% | -7.41% | |
| 8 | APH | Amphenol Corp-cl A | Stock-Tech | 1.12% | +1.12% | NEW | |
| 9 | HBAN | Huntington Bancshares Inc | Stock-Financials | 1.12% | +0.04% | -2.03% | |
| 10 | URI | United Rentals Inc | Stock-Industrials | 1.11% | +0.01% | -29.99% | |
| 11 | DOV | Dover CORP | Stock-Industrials | 1.11% | -0.18% | -14.31% | |
| 12 | GPC | Genuine Parts Co | Stock-Consumer Disc | 1.11% | +0.01% | -2.74% | |
| 13 | IBM | Intl Business Machines CORP | Stock-Tech | 1.10% | +0.10% | +1.48% | |
| 14 | HUBB | Hubbell Inc | Stock-Industrials | 1.10% | +0.01% | +1.55% | |
| 15 | HD | Home Depot Inc | Stock-Consumer Disc | 1.09% | — | -0.46% | |
| 16 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.08% | -0.20% | -12.48% | |
| 17 | CVS | Cvs Health CORP | Stock-Healthcare | 1.08% | -0.02% | -26.93% | |
| 18 | C | Citigroup Inc | Stock-Financials | 1.08% | -0.17% | -24.81% | |
| 19 | MET | Metlife Inc | Stock-Financials | 1.07% | +0.04% | -7.46% | |
| 20 | ALL | Allstate CORP | Stock-Financials | 1.07% | +1.07% | NEW | |
| 21 | DG | Dollar General CORP | Stock-Consumer Staples | 1.06% | -0.07% | +3.33% | |
| 22 | SJM | Jm Smucker Co/the | Stock-Consumer Staples | 1.05% | -0.04% | -11.77% | |
| 23 | STT | State Street CORP | Stock-Financials | 1.05% | -0.07% | -25.41% | |
| 24 | ABBV | Abbvie Inc | Stock-Healthcare | 1.04% | — | -7.53% | |
| 25 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.04% | -0.16% | -16.59% | |
| 26 | O | Realty Income CORP | Stock-Real Estate | 1.03% | -0.03% | +2.63% | |
| 27 | OKE | Oneok Inc | Stock-Energy | 1.03% | -0.33% | -15.65% | |
| 28 | MTB | M & T Bank CORP | Stock-Financials | 1.03% | -0.15% | -19.41% | |
| 29 | RPM | Rpm International Inc | Stock-Materials | 1.02% | +1.02% | NEW | |
| 30 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.02% | +1.02% | NEW | |
| 31 | COF | Capital One Financial CORP | Stock-Financials | 1.02% | +0.18% | +17.60% | |
| 32 | BDX | Becton Dickinson And Co | Stock-Healthcare | 1.01% | -0.02% | +9.63% | |
| 33 | BMY | Bristol-myers Squibb Co | Stock-Healthcare | 1.01% | -0.22% | -7.50% | |
| 34 | EQR | Equity Residential | Stock-Real Estate | 1.01% | +1.01% | NEW | |
| 35 | AMAT | Applied Materials Inc | Stock-Tech | 1.00% | +0.15% | -40.53% | |
| 36 | LMT | Lockheed Martin CORP | Stock-Industrials | 1.00% | -0.15% | +9.78% | |
| 37 | CMCSA | Comcast Corp-class A | Stock-Comm Services | 1.00% | -0.07% | +16.94% | |
| 38 | OMC | Omnicom Group | Stock-Comm Services | 0.98% | -0.02% | +8.78% | |
| 39 | AEP | American Electric Power | Stock-Utilities | 0.97% | -0.10% | -7.52% | |
| 40 | EOG | Eog Resources Inc | Stock-Energy | 0.95% | -0.28% | -7.52% | |
| 41 | MDT | Medtronic plc | Stock-Healthcare | 0.93% | -0.20% | -2.44% | |
| 42 | COR | Cencora Inc | Stock-Healthcare | 0.93% | -0.15% | +2.67% | |
| 43 | ACN | Accenture plc | Stock-Tech | 0.93% | -0.19% | +41.17% | |
| 44 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.92% | -0.21% | -0.22% | |
| 45 | CSCO | Cisco Systems Inc | Stock-Tech | 0.90% | -0.11% | -36.80% | |
| 46 | KHC | Kraft Heinz Co/the | Stock-Consumer Staples | 0.90% | -0.04% | -2.89% | |
| 47 | DUK | Duke Energy CORP | Stock-Utilities | 0.89% | -0.18% | -7.39% | |
| 48 | NUE | Nucor CORP | Stock-Materials | 0.88% | -0.17% | -31.85% | |
| 49 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.87% | +0.07% | +300.00% | |
| 50 | HCA | Hca Healthcare Inc | Stock-Healthcare | 0.87% | -0.23% | +2.21% |
1–50 of 123
Portfolio Performance
Performance for Q3 2026
+5%
Performance Last 4 Quarters
+14.6%
- Stdev
- +12.8%
- Beta
- +0.77
- Alpha
- -0.8%
- Max Drawdown
- -8.4%
- Annualized Perf
- +14.6%
- Batting Avg vs S&P
- +41.7%
- Sortino
- +1.91
- Stutzer
- +0.32
- Treynor
- +0.19
- Sterling
- +0.84
- Calmar
- +1.73
- Information Ratio
- -0.63
- Tracking Error
- +8.7%
- Stdev Down
- +7.6%
- Winning Months %
- +66.7%
- Losing Months %
- +33.3%
- Best 12 Months
- +26.2%
- Worst 12 Months
- +0.1%
- Efficiency Ratio
- +0.43
- Sharpe
- +1.13
- Stdev Sectors
- +8.6%
- Skewness
- -0.52
- Kurtosis
- -0.36
- Upside Potential
- +3.53
Reported value over time
Sector allocation
Sector allocation over time
Quarterly history
| Period | Holdings | Total value | Stability | Top holdings | |
|---|---|---|---|---|---|
| 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 2026-06-30: New buy: Amphenol Corp-cl A (APH); New buy: Allstate CORP (ALL); Sold out: Udr Inc (UDR); New buy: Rpm International Inc (RPM); New buy: Amazon.com Inc (AMZN).
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | ICLR | ICON Public Limited Company | +3.5% | +14.88% | Add |
| 2 | TSM | Taiwan Semiconductor-sp Adr | +2.9% | -5.79% | Trim |
| 3 | APH | Amphenol Corp-cl A | +1.1% | NEW | New buy |
| 4 | ALL | Allstate CORP | +1.1% | NEW | New buy |
| 5 | RPM | Rpm International Inc | +1% | NEW | New buy |
| 6 | AMZN | Amazon.com Inc | +1% | NEW | New buy |
| 7 | EQR | Equity Residential | +1% | NEW | New buy |
| 8 | COF | Capital One Financial CORP | +0.2% | +17.60% | Add |
| 9 | AMAT | Applied Materials Inc | +0.2% | -40.53% | Trim |
| 10 | BOOT | Boot Barn Holdings Inc | +0.1% | NEW | New buy |
| 11 | HRI | Herc Holdings Inc | +0.1% | NEW | New buy |
| 12 | IBM | Intl Business Machines CORP | +0.1% | +1.48% | Add |
| 13 | OSBC | Old Second Bancorp Inc | +0.1% | +89.22% | Add |
| 14 | ALG | Alamo Group Inc | +0.1% | +98.33% | Add |
| 15 | BLBD | Blue Bird CORP | +0.1% | +28.65% | Add |
| 16 | IWF | Ishares Russell 1000 Growth | +0.1% | +300.00% | Add |
| 17 | ROCK | Gibraltar Industries Inc | +0.1% | +48.18% | Add |
| 18 | BRC | Brady Corporation - Cl A | +0.1% | +37.12% | Add |
| 19 | AWI | Armstrong World Industries | +0.1% | NEW | New buy |
| 20 | HBAN | Huntington Bancshares Inc | 0% | -2.03% | Trim |
| 21 | MET | Metlife Inc | 0% | -7.46% | Trim |
| 22 | LFUS | Littelfuse Inc | 0% | +8.85% | Add |
| 23 | VVV | Valvoline Inc | 0% | +19.62% | Add |
| 24 | ST | Sensata Technologies Holding plc | 0% | -4.05% | Trim |
| 25 | EVR | Evercore Inc - A | 0% | +49.74% | Add |
| 26 | IBCP | Independent Bank CORP - Mich | 0% | +25.95% | Add |
| 27 | GLD | Spdr Gold Shares | 0% | NEW | New buy |
| 28 | BDC | Belden Inc | 0% | +22.35% | Add |
| 29 | SCHG | Schwab US Large-cap Growth | 0% | — | Unchanged |
| 30 | STAG | Stag Industrial Inc | 0% | +19.61% | Add |
| 31 | OLLI | Ollie's Bargain Outlet Holdi | 0% | +46.49% | Add |
| 32 | MGRC | Mcgrath Rentcorp | 0% | +8.98% | Add |
| 33 | URI | United Rentals Inc | 0% | -29.99% | Trim |
| 34 | GPC | Genuine Parts Co | 0% | -2.74% | Trim |
| 35 | HUBB | Hubbell Inc | 0% | +1.55% | Add |
| 36 | BC | Brunswick CORP | 0% | +0.76% | Add |
| 37 | HR | Healthcare Realty Trust Inc | 0% | +0.76% | Add |
| 38 | LXP | Lxp Industrial Trust | 0% | +1.38% | Add |
| 39 | PB | Prosperity Bancshares Inc | 0% | +0.76% | Add |
| 40 | IEMG | Ishares Core Msci Emerging | 0% | — | Unchanged |
| 41 | ACWI | Ishares Msci Acwi ETF | 0% | — | Unchanged |
| 42 | HD | Home Depot Inc | — | -0.46% | Trim |
| 43 | ABBV | Abbvie Inc | — | -7.53% | Trim |
| 44 | EFA | Ishares Msci Eafe ETF | — | — | Unchanged |
| 45 | ACWX | Ishares Msci Acwi Ex US ETF | — | — | Unchanged |
| 46 | HOMB | Home Bancshares Inc | — | +0.70% | Add |
| 47 | AGM | Federal Agric Mtg Corp-cl C | — | -20.01% | Trim |
| 48 | WCC | Wesco International Inc | — | -16.00% | Trim |
| 49 | KNX | Knight-swift Transportation | — | -22.80% | Trim |
| 50 | CW | Curtiss-wright CORP | — | +0.63% | Add |
1–50 of 130
* 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 (2026-06-30), the firm manages a tracked equity portfolio valued at approximately $732.0M, spread across 123 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) — $109.0M (14.9%)
2. ICON Public Limited Company (ICLR) — $63.7M (8.7%)
3. Ryanair Holdings Plc-sp Adr (RYAAY) — $59.7M (8.2%)
4. Hdfc Bank Ltd-adr (HDB) — $49.5M (6.8%)
5. Infosys Ltd-sp Adr (INFY) — $44.1M (6.0%)
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 122 notable position adjustments: 29 new positions were initiated, 36 existing holdings were added to, 50 positions were partially reduced, and 7 were completely exited. The largest of these moves: New buy: Amphenol Corp-cl A (APH); New buy: Allstate CORP (ALL); Sold out: Udr Inc (UDR); New buy: Rpm International Inc (RPM); New buy: Amazon.com Inc (AMZN)
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: 28.9%
• Health Care: 17.6%
• Financials: 16.7%
• Industrials: 15.0%
• Consumer Staples: 5.2%
• Consumer Discretionary: 3.9%
Investment Profile
Hudson Edge Investment Partners Inc. returned an annualized 14.6% over the trailing 36 months — underperforming the S&P 500 by 0.8 points — based on a reconstructed track record of its disclosed 13F positions, with a beta of 0.77 (less volatile than the market) and a 42% quarterly batting average against the index.
Its portfolio is broadly diversified and moderately active.
Its turnover score has risen from 0 to 27 over the past 4 quarters — a shift toward more active trading.
It has added to its TSM position over the past two quarters (+$37.5M, now $109.0M), while trimming SPG over the same stretch (-$7.5M, still holding $4.2K).
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Developer Access
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