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Hudson Edge Investment Partners INC.

Diversified strategyMomentum followerSector-focused

Total reported value

$684.3M

Reporting period: 2026-03-31 · Number of holdings: 101

HUDSON EDGE INVESTMENT PARTNERS INC. disclosed 101 holdings in its latest 13F filing for the period ending 2026-03-31, with total reported value of $684.3M and a quarterly turnover rate of 18.5%.

Personality snowflake

Concentration
17.18
Portfolio Stability
18.52
Momentum/Contrarian
100
Sector conviction
88.78
Diversification
100
Sizing Uniformity
81.64

Recent moves

  • Trim RYAAY

    +2.9%　-$12.1M

  • Trim ICLR

    +22.5%　-$12.2M

  • Add TSM

    +2.9%　$10.3M

  • Add INFY

    +56.5%　$9.4M

  • Trim HDB

    +36.0%　-$4.0M

  • Trim MPC

    -76.9%　-$3.3M

Holdings Map

New buyAddUnchangedTrim

Top 10 holdings by weight

Full holdings list this quarter

#TickerIssuerAsset SubclassWeightWeight ChangeShares Change4Q Trend
1TSMTaiwan Semiconductor-sp AdrStock-Tech11.97%+1.37%+2.90%
2INFYInfosys Ltd-sp AdrStock-Tech8.79%+1.28%+56.48%
3RYAAYRyanair Holdings Plc-sp AdrStock-Industrials8.26%-1.90%+2.92%
4HDBHdfc Bank Ltd-adrStock-Financials7.39%-0.70%+36.00%
5ICLRICON Public Limited CompanyStock-Healthcare5.16%-1.87%+22.48%
6WBDWarner Bros Discovery INCStock-Comm Services1.53%-0.10%-0.13%
7OKEOneok INCStock-Energy1.36%+0.22%-1.76%
8DOVDover CORPStock-Industrials1.29%+0.05%-1.52%
9JNJJohnson & JohnsonStock-Healthcare1.28%—-18.30%
10COPConocophillipsStock-Energy1.26%+0.13%-19.85%
11CCitigroup INCStock-Financials1.25%-0.26%-13.93%
12BMYBristol-myers Squibb CoStock-Healthcare1.23%-0.12%-17.71%
13EOGEog Resources INCStock-Energy1.23%+0.20%-12.58%
14JPMJpmorgan Chase & CoStock-Financials1.20%-0.16%-1.91%
15SNASnap-on INCStock-Industrials1.20%—-1.96%
16MTBM & T Bank CORPStock-Financials1.18%—-1.39%
17LMTLockheed Martin CORPStock-Industrials1.15%—-22.22%
18MDTMedtronic plcStock-Healthcare1.13%+0.06%+18.78%
19DGDollar General CORPStock-Consumer Staples1.13%—+13.17%
20PEPPepsico INCStock-Consumer Staples1.13%+1.13%NEW
21ACNAccenture plcStock-Tech1.12%-0.10%+25.97%
22STTState Street CORPStock-Financials1.12%—-1.56%
23UDRUdr INCStock-Real Estate1.12%—+3.85%
24STZConstellation Brands Inc-aStock-Consumer Staples1.10%+0.12%+4.70%
25HCAHca Healthcare INCStock-Healthcare1.10%—-1.77%
26CVSCvs Health CORPStock-Healthcare1.10%—+11.35%
27URIUnited Rentals INCStock-Industrials1.10%+0.08%+20.72%
28GPCGenuine Parts CoStock-Consumer Disc1.10%+0.13%+32.60%
29SJMJm Smucker Co/theStock-Consumer Staples1.09%—+7.21%
30SPGSimon Property Group INCStock-Real Estate1.09%—-1.90%
31HDHome Depot INCStock-Consumer Disc1.09%—+8.84%
32HUBBHubbell INCStock-Industrials1.09%—-11.25%
33CORCencora INCStock-Healthcare1.08%—+6.30%
34HBANHuntington Bancshares INCStock-Financials1.08%-0.11%+1.84%
35AEPAmerican Electric PowerStock-Utilities1.07%—-11.21%
36DUKDuke Energy CORPStock-Utilities1.07%—-11.97%
37CMCSAComcast Corp-class AStock-Comm Services1.07%+0.05%+10.72%
38ORealty Income CORPStock-Real Estate1.06%+0.25%+22.57%
39NUENucor CORPStock-Materials1.05%-0.10%-10.58%
40AFLAflac INCStock-Financials1.04%—-1.83%
41ABBVAbbvie INCStock-Healthcare1.04%—+7.25%
42METMetlife INCStock-Financials1.03%-0.16%-1.80%
43BDXBecton Dickinson And CoStock-Healthcare1.03%-0.20%+4.56%
44CSCOCisco Systems INCStock-Tech1.01%—-1.93%
45IBMIntl Business Machines CORPStock-Tech1.00%—+25.70%
46OMCOmnicom GroupStock-Comm Services1.00%—+6.34%
47FISVFiserv INCStock-Other0.97%—+18.41%
48ADBEAdobe INCStock-Tech0.96%+0.96%NEW
49KHCKraft Heinz Co/theStock-Consumer Staples0.94%—+10.20%
50AMATApplied Materials INCStock-Tech0.85%-0.21%-38.86%
1–50 of 101

Holding changes this quarter

Hudson Edge Investment Partners INC.'s most significant position changes for 2026-03-31: New buy: Pepsico INC (PEP); New buy: Adobe INC (ADBE); Sold out: Hershey Co/the (HSY); New buy: Ishares Russell 1000 Growth (IWF); New buy: Ishares Msci Eafe ETF (EFA).

Position changes disclosed by Hudson Edge Investment Partners INC. for the quarter ending 2026-03-31, including ticker, issuer, weight change, shares change, and action
#TickerIssuerWeight ChangeShares ChangeAction
1TSMTaiwan Semiconductor-sp Adr+1.4%+2.90%Add
2INFYInfosys Ltd-sp Adr+1.3%+56.48%Add
3ORealty Income CORP+0.3%+22.57%Add
4OKEOneok INC+0.2%-1.76%Trim
5EOGEog Resources INC+0.2%-12.58%Trim
6COPConocophillips+0.1%-19.85%Trim
7GPCGenuine Parts Co+0.1%+32.60%Add
8STZConstellation Brands Inc-a+0.1%+4.70%Add
9AHCOAdapthealth CORP+0.1%+84.44%Add
10URIUnited Rentals INC+0.1%+20.72%Add
11MGRCMcgrath Rentcorp+0.1%+125.39%Add
12MDTMedtronic plc+0.1%+18.78%Add
13CMCSAComcast Corp-class A+0.1%+10.72%Add
14DOVDover CORP+0.1%-1.52%Trim
15CACICaci International INC -cl A-0.1%-50.57%Trim
16EVREvercore INC - A-0.1%-51.36%Trim
17OSBCOld Second Bancorp INC-0.1%-44.92%Trim
18PRGSProgress Software CORP-0.1%-40.76%Trim
19ACNAccenture plc-0.1%+25.97%Add
20NUENucor CORP-0.1%-10.58%Trim
21WBDWarner Bros Discovery INC-0.1%-0.13%Trim
22HBANHuntington Bancshares INC-0.1%+1.84%Add
23EXLSExlservice Holdings INC-0.1%-74.84%Trim
24BMYBristol-myers Squibb Co-0.1%-17.71%Trim
25METMetlife INC-0.2%-1.80%Trim
26JPMJpmorgan Chase & Co-0.2%-1.91%Trim
27BDXBecton Dickinson And Co-0.2%+4.56%Add
28AMATApplied Materials INC-0.2%-38.86%Trim
29CCitigroup INC-0.3%-13.93%Trim
30COFCapital One Financial CORP-0.3%-2.05%Trim
31MPCMarathon Petroleum CORP-0.5%-76.87%Trim
32HDBHdfc Bank Ltd-adr-0.7%+36.00%Add
33ICLRICON Public Limited Company-1.9%+22.48%Add
34RYAAYRyanair Holdings Plc-sp Adr-1.9%+2.92%Add
35PEPPepsico INC—NEWNew buy
36ADBEAdobe INC—NEWNew buy
37HSYHershey Co/the—EXITSold out
38IWFIshares Russell 1000 Growth—NEWNew buy
39EFAIshares Msci Eafe ETF—NEWNew buy
40SCHGSchwab US Large-cap Growth—NEWNew buy
41ACWXIshares Msci Acwi Ex US ETF—NEWNew buy
42STSensata Technologies Holding plc—NEWNew buy
43LFUSLittelfuse INC—NEWNew buy
44BLBDBlue Bird CORP—NEWNew buy
45LXPLxp Industrial Trust—NEWNew buy
46HRHealthcare Realty Trust INC—NEWNew buy
47LXPUSDLxp Industrial Trust—EXITSold out
48ACWIIshares Msci Acwi ETF—NEWNew buy
49IEMGIshares Core Msci Emerging—NEWNew buy
50PFFIshares Preferred & Income S—NEWNew buy

FAQ

What is Hudson Edge Investment Partners INC. and what type of investor is it?
Hudson Edge Investment Partners INC. is a investment manager that files SEC Form 13F quarterly, disclosing its U.S. public equity holdings to regulators. As of the most recent reporting period (2026-03-31), the firm manages a tracked equity portfolio valued at approximately $684.3M, spread across 101 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) — $81.9M (12.0%) 2. Infosys Ltd-sp Adr (INFY) — $60.2M (8.8%) 3. Ryanair Holdings Plc-sp Adr (RYAAY) — $56.5M (8.3%) 4. Hdfc Bank Ltd-adr (HDB) — $50.6M (7.4%) 5. ICON Public Limited Company (ICLR) — $35.3M (5.2%)
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 50 notable position adjustments: 14 new positions were initiated, 16 existing holdings were added to, 18 positions were partially reduced, and 2 were completely exited. The largest of these moves: New buy: Pepsico INC (PEP); New buy: Adobe INC (ADBE); Sold out: Hershey Co/the (HSY); New buy: Ishares Russell 1000 Growth (IWF); New buy: Ishares Msci Eafe ETF (EFA)
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: 49.8% • Health Care: 14.7% • Financials: 10.4% • Consumer Staples: 10.0% • Energy: 4.8% • Industrials: 3.6%