CIK: 0000740272
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%.
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Hudson Edge Investment Partners INC.'s disclosed holdings carry a Herfindahl concentration index of 0.043 — mathematically equivalent to about 23 equally-sized positions, well below its 101 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 1.84), 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.
Sector classification currently covers about 32% of this portfolio's disclosed value; the remainder includes holdings (e.g. unmapped tickers, options, or other security types) not yet covered by our sector mapping.
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
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 11.97% | +1.37% | +2.90% | |
| 2 | INFY | Infosys Ltd-sp Adr | Stock-Tech | 8.79% | +1.28% | +56.48% | |
| 3 | RYAAY | Ryanair Holdings Plc-sp Adr | Stock-Industrials | 8.26% | -1.90% | +2.92% | |
| 4 | HDB | Hdfc Bank Ltd-adr | Stock-Financials | 7.39% | -0.70% | +36.00% | |
| 5 | ICLR | ICON Public Limited Company | Stock-Healthcare | 5.16% | -1.87% | +22.48% | |
| 6 | WBD | Warner Bros Discovery INC | Stock-Comm Services | 1.53% | -0.10% | -0.13% | |
| 7 | OKE | Oneok INC | Stock-Energy | 1.36% | +0.22% | -1.76% | |
| 8 | DOV | Dover CORP | Stock-Industrials | 1.29% | +0.05% | -1.52% | |
| 9 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.28% | — | -18.30% | |
| 10 | COP | Conocophillips | Stock-Energy | 1.26% | +0.13% | -19.85% | |
| 11 | C | Citigroup INC | Stock-Financials | 1.25% | -0.26% | -13.93% | |
| 12 | BMY | Bristol-myers Squibb Co | Stock-Healthcare | 1.23% | -0.12% | -17.71% | |
| 13 | EOG | Eog Resources INC | Stock-Energy | 1.23% | +0.20% | -12.58% | |
| 14 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.20% | -0.16% | -1.91% | |
| 15 | SNA | Snap-on INC | Stock-Industrials | 1.20% | — | -1.96% | |
| 16 | MTB | M & T Bank CORP | Stock-Financials | 1.18% | — | -1.39% | |
| 17 | LMT | Lockheed Martin CORP | Stock-Industrials | 1.15% | — | -22.22% | |
| 18 | MDT | Medtronic plc | Stock-Healthcare | 1.13% | +0.06% | +18.78% | |
| 19 | DG | Dollar General CORP | Stock-Consumer Staples | 1.13% | — | +13.17% | |
| 20 | PEP | Pepsico INC | Stock-Consumer Staples | 1.13% | +1.13% | NEW | |
| 21 | ACN | Accenture plc | Stock-Tech | 1.12% | -0.10% | +25.97% | |
| 22 | STT | State Street CORP | Stock-Financials | 1.12% | — | -1.56% | |
| 23 | UDR | Udr INC | Stock-Real Estate | 1.12% | — | +3.85% | |
| 24 | STZ | Constellation Brands Inc-a | Stock-Consumer Staples | 1.10% | +0.12% | +4.70% | |
| 25 | HCA | Hca Healthcare INC | Stock-Healthcare | 1.10% | — | -1.77% | |
| 26 | CVS | Cvs Health CORP | Stock-Healthcare | 1.10% | — | +11.35% | |
| 27 | URI | United Rentals INC | Stock-Industrials | 1.10% | +0.08% | +20.72% | |
| 28 | GPC | Genuine Parts Co | Stock-Consumer Disc | 1.10% | +0.13% | +32.60% | |
| 29 | SJM | Jm Smucker Co/the | Stock-Consumer Staples | 1.09% | — | +7.21% | |
| 30 | SPG | Simon Property Group INC | Stock-Real Estate | 1.09% | — | -1.90% | |
| 31 | HD | Home Depot INC | Stock-Consumer Disc | 1.09% | — | +8.84% | |
| 32 | HUBB | Hubbell INC | Stock-Industrials | 1.09% | — | -11.25% | |
| 33 | COR | Cencora INC | Stock-Healthcare | 1.08% | — | +6.30% | |
| 34 | HBAN | Huntington Bancshares INC | Stock-Financials | 1.08% | -0.11% | +1.84% | |
| 35 | AEP | American Electric Power | Stock-Utilities | 1.07% | — | -11.21% | |
| 36 | DUK | Duke Energy CORP | Stock-Utilities | 1.07% | — | -11.97% | |
| 37 | CMCSA | Comcast Corp-class A | Stock-Comm Services | 1.07% | +0.05% | +10.72% | |
| 38 | O | Realty Income CORP | Stock-Real Estate | 1.06% | +0.25% | +22.57% | |
| 39 | NUE | Nucor CORP | Stock-Materials | 1.05% | -0.10% | -10.58% | |
| 40 | AFL | Aflac INC | Stock-Financials | 1.04% | — | -1.83% | |
| 41 | ABBV | Abbvie INC | Stock-Healthcare | 1.04% | — | +7.25% | |
| 42 | MET | Metlife INC | Stock-Financials | 1.03% | -0.16% | -1.80% | |
| 43 | BDX | Becton Dickinson And Co | Stock-Healthcare | 1.03% | -0.20% | +4.56% | |
| 44 | CSCO | Cisco Systems INC | Stock-Tech | 1.01% | — | -1.93% | |
| 45 | IBM | Intl Business Machines CORP | Stock-Tech | 1.00% | — | +25.70% | |
| 46 | OMC | Omnicom Group | Stock-Comm Services | 1.00% | — | +6.34% | |
| 47 | FISV | Fiserv INC | Stock-Other | 0.97% | — | +18.41% | |
| 48 | ADBE | Adobe INC | Stock-Tech | 0.96% | +0.96% | NEW | |
| 49 | KHC | Kraft Heinz Co/the | Stock-Consumer Staples | 0.94% | — | +10.20% | |
| 50 | AMAT | Applied Materials INC | Stock-Tech | 0.85% | -0.21% | -38.86% |
Performance for Q3 2026
+4.6%
Performance Last 4 Quarters
+7.4%
Based on 71% of reported portfolio value with available pricing
| Period | Holdings | Total value | Stability | Top holdings |
|---|---|---|---|---|
| 2026-03-31 | 101 | $684.3M | 19 | |
| 2025-12-31 | 87 | $674.9M | 17 | |
| 2025-09-30 | 88 | $617.8M | 33 | |
| 2025-06-30 | 91 | $584.4M | 0 | |
| 2025-03-31 | 101 | $491.8M | 100 | |
| 2024-12-31 | 187 | $542.4M | 0 | |
| 2024-09-30 | 195 | $539.4M | 0 | |
| 2024-06-30 | 192 | $517.6M | 0 | |
| 2024-03-31 | 160 | $512.2M | 0 | |
| 2023-12-31 | 146 | $430.6M | 0 | |
| 2023-09-30 | 130 | $306.1M | 0 | |
| 2023-06-30 | 122 | $314.4M | 0 | |
| 2023-03-31 | 128 | $322.0M | 0 | |
| 2022-12-31 | 132 | $293.0M | 0 | |
| 2022-09-30 | 147 | $268.7M | 0 | |
| 2022-06-30 | 133 | $274.4M | 0 | |
| 2022-03-31 | 137 | $317.5M | 0 | |
| 2021-12-31 | 137 | $322.8M | 0 | |
| 2021-09-30 | 133 | $304.7M | 0 | |
| 2021-06-30 | 134 | $314.1M | 98 | |
| 2021-03-31 | 132 | $302.5M | 32 | |
| 2020-12-31 | 131 | $280.6M | 32 | |
| 2020-09-30 | 141 | $249.1M | 37 | |
| 2020-06-30 | 127 | $310.2M | 36 | |
| 2020-03-31 | 125 | $263.4M | 45 | |
| 2019-12-31 | 133 | $380.2M | 19 | |
| 2019-09-30 | 144 | $356.3M | 15 | |
| 2019-06-30 | 136 | $344.1M | 18 | |
| 2019-03-31 | 135 | $331.9M | 37 | |
| 2018-12-31 | 138 | $323.1M | 63 | |
| 2018-09-30 | 152 | $562.1M | 20 | |
| 2018-06-30 | 153 | $536.2M | 32 | |
| 2018-03-31 | 151 | $660.1M | 29 | |
| 2017-12-31 | 158 | $724.7M | 11 | |
| 2017-09-30 | 155 | $703.8M | 14 | |
| 2017-06-30 | 158 | $711.8M | 19 | |
| 2017-03-31 | 160 | $751.3M | 17 | |
| 2016-12-31 | 162 | $732.7M | 51 | |
| 2016-09-30 | 158 | $668.9M | 50 | |
| 2016-06-30 | 163 | $670.0M | 52 | |
| 2016-03-31 | 184 | $1.0B | 39 | |
| 2015-12-31 | 151 | $1.0B | 63 | |
| 2015-09-30 | 134 | $1.9B | 32 | |
| 2015-06-30 | 149 | $2.4B | 14 | |
| 2015-03-31 | 148 | $2.4B | 39 | |
| 2014-12-31 | 145 | $2.8B | 12 | |
| 2014-09-30 | 146 | $2.7B | 31 | |
| 2014-06-30 | 142 | $2.8B | 12 | |
| 2014-03-31 | 139 | $2.6B | 36 | |
| 2013-12-31 | 139 | $2.6B | 14 | |
| 2013-09-30 | 139 | $2.4B | 16 | |
| 2013-06-30 | 141 | $2.5B | 0 |
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).
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | TSM | Taiwan Semiconductor-sp Adr | +1.4% | +2.90% | Add |
| 2 | INFY | Infosys Ltd-sp Adr | +1.3% | +56.48% | Add |
| 3 | O | Realty Income CORP | +0.3% | +22.57% | Add |
| 4 | OKE | Oneok INC | +0.2% | -1.76% | Trim |
| 5 | EOG | Eog Resources INC | +0.2% | -12.58% | Trim |
| 6 | COP | Conocophillips | +0.1% | -19.85% | Trim |
| 7 | GPC | Genuine Parts Co | +0.1% | +32.60% | Add |
| 8 | STZ | Constellation Brands Inc-a | +0.1% | +4.70% | Add |
| 9 | AHCO | Adapthealth CORP | +0.1% | +84.44% | Add |
| 10 | URI | United Rentals INC | +0.1% | +20.72% | Add |
| 11 | MGRC | Mcgrath Rentcorp | +0.1% | +125.39% | Add |
| 12 | MDT | Medtronic plc | +0.1% | +18.78% | Add |
| 13 | CMCSA | Comcast Corp-class A | +0.1% | +10.72% | Add |
| 14 | DOV | Dover CORP | +0.1% | -1.52% | Trim |
| 15 | CACI | Caci International INC -cl A | -0.1% | -50.57% | Trim |
| 16 | EVR | Evercore INC - A | -0.1% | -51.36% | Trim |
| 17 | OSBC | Old Second Bancorp INC | -0.1% | -44.92% | Trim |
| 18 | PRGS | Progress Software CORP | -0.1% | -40.76% | Trim |
| 19 | ACN | Accenture plc | -0.1% | +25.97% | Add |
| 20 | NUE | Nucor CORP | -0.1% | -10.58% | Trim |
| 21 | WBD | Warner Bros Discovery INC | -0.1% | -0.13% | Trim |
| 22 | HBAN | Huntington Bancshares INC | -0.1% | +1.84% | Add |
| 23 | EXLS | Exlservice Holdings INC | -0.1% | -74.84% | Trim |
| 24 | BMY | Bristol-myers Squibb Co | -0.1% | -17.71% | Trim |
| 25 | MET | Metlife INC | -0.2% | -1.80% | Trim |
| 26 | JPM | Jpmorgan Chase & Co | -0.2% | -1.91% | Trim |
| 27 | BDX | Becton Dickinson And Co | -0.2% | +4.56% | Add |
| 28 | AMAT | Applied Materials INC | -0.2% | -38.86% | Trim |
| 29 | C | Citigroup INC | -0.3% | -13.93% | Trim |
| 30 | COF | Capital One Financial CORP | -0.3% | -2.05% | Trim |
| 31 | MPC | Marathon Petroleum CORP | -0.5% | -76.87% | Trim |
| 32 | HDB | Hdfc Bank Ltd-adr | -0.7% | +36.00% | Add |
| 33 | ICLR | ICON Public Limited Company | -1.9% | +22.48% | Add |
| 34 | RYAAY | Ryanair Holdings Plc-sp Adr | -1.9% | +2.92% | Add |
| 35 | PEP | Pepsico INC | — | NEW | New buy |
| 36 | ADBE | Adobe INC | — | NEW | New buy |
| 37 | HSY | Hershey Co/the | — | EXIT | Sold out |
| 38 | IWF | Ishares Russell 1000 Growth | — | NEW | New buy |
| 39 | EFA | Ishares Msci Eafe ETF | — | NEW | New buy |
| 40 | SCHG | Schwab US Large-cap Growth | — | NEW | New buy |
| 41 | ACWX | Ishares Msci Acwi Ex US ETF | — | NEW | New buy |
| 42 | ST | Sensata Technologies Holding plc | — | NEW | New buy |
| 43 | LFUS | Littelfuse INC | — | NEW | New buy |
| 44 | BLBD | Blue Bird CORP | — | NEW | New buy |
| 45 | LXP | Lxp Industrial Trust | — | NEW | New buy |
| 46 | HR | Healthcare Realty Trust INC | — | NEW | New buy |
| 47 | LXPUSD | Lxp Industrial Trust | — | EXIT | Sold out |
| 48 | ACWI | Ishares Msci Acwi ETF | — | NEW | New buy |
| 49 | IEMG | Ishares Core Msci Emerging | — | NEW | New buy |
| 50 | PFF | Ishares Preferred & Income S | — | NEW | New buy |
| Period | Filed | Type | EDGAR |
|---|---|---|---|
| 2026-03-31 | 2026-04-27 | 13F-HR | View on EDGAR |
| 2025-12-31 | 2026-01-27 | 13F-HR | View on EDGAR |
| 2025-09-30 | 2025-10-30 | 13F-HR | View on EDGAR |
| 2025-06-30 | 2025-07-21 | 13F-HR | View on EDGAR |
| 2025-03-31 | 2025-04-28 | 13F-HR | View on EDGAR |
| 2024-12-31 | 2025-02-03 | 13F-HR | View on EDGAR |
| 2024-09-30 | 2024-10-31 | 13F-HR | View on EDGAR |
| 2024-06-30 | 2024-08-06 | 13F-HR | View on EDGAR |
| 2024-03-31 | 2024-05-13 | 13F-HR | View on EDGAR |
| 2023-12-31 | 2024-02-13 | 13F-HR | View on EDGAR |
| 2023-09-30 | 2023-10-20 | 13F-HR | View on EDGAR |
| 2023-06-30 | 2023-08-02 | 13F-HR | View on EDGAR |
| 2023-03-31 | 2023-04-28 | 13F-HR | View on EDGAR |
| 2022-12-31 | 2023-02-14 | 13F-HR | View on EDGAR |
| 2022-09-30 | 2022-10-18 | 13F-HR | View on EDGAR |
| 2022-06-30 | 2022-07-29 | 13F-HR | View on EDGAR |
| 2022-03-31 | 2022-05-04 | 13F-HR | View on EDGAR |
| 2021-12-31 | 2022-02-01 | 13F-HR | View on EDGAR |
| 2021-09-30 | 2021-10-28 | 13F-HR | View on EDGAR |
| 2021-06-30 | 2021-07-30 | 13F-HR | View on EDGAR |
| 2021-03-31 | 2021-04-15 | 13F-HR | View on EDGAR |
| 2020-12-31 | 2021-01-08 | 13F-HR | View on EDGAR |
| 2020-09-30 | 2020-11-05 | 13F-HR | View on EDGAR |
| 2020-06-30 | 2020-08-10 | 13F-HR | View on EDGAR |
| 2020-03-31 | 2020-04-28 | 13F-HR | View on EDGAR |
| 2019-12-31 | 2020-01-27 | 13F-HR | View on EDGAR |
| 2019-09-30 | 2019-11-13 | Amendment | View on EDGAR |
| 2019-09-30 | 2019-10-24 | 13F-HR | View on EDGAR |
| 2019-06-30 | 2019-07-23 | 13F-HR | View on EDGAR |
| 2019-03-31 | 2019-05-07 | 13F-HR | View on EDGAR |
| 2018-12-31 | 2019-01-31 | 13F-HR | View on EDGAR |
| 2018-09-30 | 2018-10-29 | 13F-HR | View on EDGAR |
| 2018-06-30 | 2018-08-08 | 13F-HR | View on EDGAR |
| 2018-03-31 | 2018-05-08 | 13F-HR | View on EDGAR |
| 2017-12-31 | 2018-02-08 | 13F-HR | View on EDGAR |
| 2017-09-30 | 2017-11-13 | 13F-HR | View on EDGAR |
| 2017-06-30 | 2017-08-10 | 13F-HR | View on EDGAR |
| 2017-03-31 | 2017-05-04 | 13F-HR | View on EDGAR |
| 2016-12-31 | 2017-02-14 | 13F-HR | View on EDGAR |
| 2016-09-30 | 2016-11-08 | 13F-HR | View on EDGAR |
| 2016-06-30 | 2016-08-04 | 13F-HR | View on EDGAR |
| 2016-03-31 | 2016-04-29 | 13F-HR | View on EDGAR |
| 2015-12-31 | 2016-02-01 | 13F-HR | View on EDGAR |
| 2015-09-30 | 2015-11-10 | 13F-HR | View on EDGAR |
| 2015-06-30 | 2015-08-05 | 13F-HR | View on EDGAR |
| 2015-03-31 | 2015-04-27 | 13F-HR | View on EDGAR |
| 2014-12-31 | 2015-02-02 | 13F-HR | View on EDGAR |
| 2014-09-30 | 2014-11-04 | 13F-HR | View on EDGAR |
| 2014-06-30 | 2014-08-08 | 13F-HR | View on EDGAR |
| 2014-03-31 | 2014-05-01 | 13F-HR | View on EDGAR |
| 2013-12-31 | 2014-01-29 | 13F-HR | View on EDGAR |
| 2013-09-30 | 2013-10-31 | 13F-HR | View on EDGAR |
| 2013-06-30 | 2013-08-07 | 13F-HR | View on EDGAR |
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