HUDSON EDGE INVESTMENT PARTNERS INC.

CIK

740272

Location

JERSEY CITY, NJ

Portfolio Value

Small $669,598,208

Diversification

Diversified

Filing Date

Global Rank

#1,955 / 8,232 ▲ 98

Top Industry

Semiconductors 12.4%

3Y Alpha vs SPY

-6.3%

Period ended 2 months ago

Filed Apr 27, 2026 · 48d

25 quarters · since Mar 2020

Clone Performance

Jun 2023–Jun 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+50.2%

SPY

+76.3%

Annualised alpha

-6.3%

Max drawdown

−17.0%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

92 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

12.2%

+1.9 pts

Top 5

42.5%

+0.2 pts

Top 10

49.3%

−2.3 pts

HHI

447

Diversified+10

Portfolio Trend

25 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Technology	27.0%	$180,531,642	14
Financial Services	17.5%	$117,437,318	17
Industrials	15.7%	$104,963,636	18
Healthcare	14.7%	$98,178,225	10
Consumer Defensive	5.7%	$37,868,372	6
Energy	4.3%	$28,948,107	5
Real Estate	3.7%	$25,017,480	7
Communication Services	3.7%	$24,950,099	4
Consumer Cyclical	3.4%	$22,642,341	6
Utilities	2.2%	$14,648,119	2
Basic Materials	1.2%	$7,778,361	2
Unclassified	1.0%	$6,634,508	1

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
INFY	Infosys Ltd	+1,607,300	4,452,990	$60,159,894
HDB	Hdfc Bank Ltd	+538,200	2,033,200	$50,586,016
ICLR	Icon PLC	+58,554	319,003	$35,300,871
AHCO	AdaptHealth Corp.	+52,043	113,679	$1,352,780
RYAAY	Ryanair Holdings PLC	+27,700	977,250	$56,485,050
KHC	Kraft Heinz Co	+26,466	285,939	$6,430,768
CMCSA	Comcast Corp	+24,602	254,002	$7,292,397
O	Realty Income Corp	+21,919	119,043	$7,283,050
FISV	Fiserv Inc	+18,483	118,898	$6,634,508
GPC	Genuine Parts Co	+17,422	70,856	$7,493,022
MDT	Medtronic plc	+14,154	89,509	$7,755,954
CVS	CVS HEALTH Corp	+10,690	104,865	$7,531,404
HBAN	Huntington Bancshares Inc /Md/	+8,501	470,518	$7,363,606
UDR	UDR, Inc.	+8,426	227,336	$7,679,410
ACN	Accenture plc	+7,997	38,787	$7,691,074
DG	Dollar General Corp	+7,589	65,192	$7,740,246
TSM	Taiwan Semiconductor Manufacturing Co Ltd	+6,840	242,343	$81,899,816
IBM	International Business Machines Corp	+5,782	28,281	$6,855,031
OMC	Omnicom Group Inc.	+5,413	90,776	$6,836,340
SJM	J M SMUCKER Co	+5,225	77,662	$7,489,723
MGRC	Mcgrath Rentcorp	+4,291	7,713	$850,589
ROCK	Gibraltar Industries, Inc.	+4,111	21,691	$864,820
IOSP	Innospec Inc.	+4,057	8,373	$611,396
STAG	STAG Industrial, Inc.	+4,016	22,702	$818,634
OLLI	Ollie's Bargain Outlet Holdings, Inc.	+3,763	10,382	$955,559
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
AMCR	Amcor plc	−486,080	118,545	$4,712,163
BMY	Bristol Myers Squibb Co	−29,888	138,879	$8,423,011
OSBC	Old Second Bancorp Inc	−26,159	32,082	$646,773
MPC	Marathon Petroleum Corp	−24,111	7,253	$1,771,037
EXLS	ExlService Holdings, Inc.	−17,596	5,915	$180,111
COP	Conocophillips	−16,204	65,408	$8,633,856
NSA	National Storage Affiliates Trust	−15,657	4,221	$159,300
IBCP	Independent Bank Corp /Mi/	−13,676	20,979	$698,600
C	Citigroup Inc	−12,165	75,164	$8,524,349
AMAT	Applied Materials Inc /De	−10,834	17,044	$5,825,468
PRGS	Progress Software Corp /Ma	−10,446	15,180	$389,367
PRG	PROG Holdings, Inc.	−9,130	10,388	$298,031
WHD	Cactus, Inc.	−9,069	18,285	$866,160
EOG	Eog Resources Inc	−8,360	58,110	$8,400,962
JNJ	Johnson & Johnson	−7,998	35,708	$8,728,463
NMIH	NMI Holdings, Inc.	−7,922	12,787	$479,640
DUK	Duke Energy CORP	−7,580	55,737	$7,298,202
AEP	American Electric Power Co Inc	−7,077	56,072	$7,349,917
NUE	Nucor Corp	−5,014	42,383	$7,166,965
LMT	Lockheed Martin Corp	−3,735	13,074	$7,901,794
RRX	Regal Rexnord Corp	−2,543	4,639	$868,699
MKSI	Mks Inc	−2,497	3,813	$876,265
HUBB	Hubbell Inc	−1,920	15,144	$7,431,766
BRC	Brady Corp	−1,849	12,763	$1,036,866
MET	Metlife Inc	−1,837	100,066	$7,076,667
No positions match the current search.

New Positions

Positions the filer opened this quarter

8 positions

Ticker	Company	Shares	Value
PEP	Pepsico Inc	49,608	$7,703,626
ADBE	Adobe Inc.	27,079	$6,582,363
ST	Sensata Technologies Holding plc	26,994	$950,728
LFUS	Littelfuse Inc /De	2,577	$874,504
BLBD	Blue Bird Corp	14,668	$832,995
LXP	LXP Industrial Trust	17,936	$829,719
HR	Healthcare Realty Trust Inc	46,481	$789,712
VSNT	Versant Media Group, Inc.	9,049	$334,993
No positions match the current search.

Sold Out

Positions the filer fully exited

2 positions

Ticker	Company	Shares	Value
HSY	Hershey Co	34,271	$6,236,636
AVA	Avista Corp	4,538	$174,894
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

92 positions · $669,598,208 total · as of Mar 31, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Real Estate Technology Utilities

Showing 1–50 of 92 positions by value · page 1 of 2

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
TSM	Taiwan Semiconductor Manufacturing Co Ltd Technology	Added	242,343	+6,840	$81,899,816	+14.4%	12.23%
INFY	Infosys Ltd Technology	Added	4,452,990	+1,607,300	$60,159,894	+18.6%	8.98%
RYAAY	Ryanair Holdings PLC Industrials	Added	977,250	+27,700	$56,485,050	−17.6%	8.44%
HDB	Hdfc Bank Ltd Financial Services	Added	2,033,200	+538,200	$50,586,016	−7.4%	7.55%
ICLR	Icon PLC Healthcare	Added	319,003	+58,554	$35,300,871	−25.6%	5.27%
WBD	Warner Bros. Discovery, Inc. Communication Services	Reduced	381,878	-490	$10,486,369	−4.8%	1.57%
OKE	Oneok Inc /New/ Energy	Reduced	102,623	-1,837	$9,276,092	+20.8%	1.39%
DOV	DOVER Corp Industrials	Reduced	42,313	-653	$8,820,144	+5.1%	1.32%
JNJ	Johnson & Johnson Healthcare	Reduced	35,708	-7,998	$8,728,463	−3.5%	1.30%
COP	Conocophillips Energy	Reduced	65,408	-16,204	$8,633,856	+13.0%	1.29%
C	Citigroup Inc Financial Services	Reduced	75,164	-12,165	$8,524,349	−16.3%	1.27%
BMY	Bristol Myers Squibb Co Healthcare	Reduced	138,879	-29,888	$8,423,011	−7.5%	1.26%
EOG	Eog Resources Inc Energy	Reduced	58,110	-8,360	$8,400,962	+20.4%	1.25%
JPM	Jpmorgan Chase & Co Financial Services	Reduced	27,888	-542	$8,203,534	−10.4%	1.23%
SNA	Snap-on Inc Industrials	Reduced	22,577	-451	$8,200,417	+3.3%	1.22%
MTB	M&T Bank Corp Financial Services	Reduced	39,199	-553	$8,103,217	+1.2%	1.21%
LMT	Lockheed Martin Corp Industrials	Reduced	13,074	-3,735	$7,901,794	−2.8%	1.18%
MDT	Medtronic plc Healthcare	Added	89,509	+14,154	$7,755,954	+7.1%	1.16%
DG	Dollar General Corp Consumer Defensive	Added	65,192	+7,589	$7,740,246	+1.2%	1.16%
PEP	Pepsico Inc Consumer Defensive	NEW	49,608	NEW	$7,703,626	NEW	1.15%
ACN	Accenture plc Technology	Added	38,787	+7,997	$7,691,074	−6.9%	1.15%
STT	State Street Corp Financial Services	Reduced	60,760	-964	$7,689,785	−3.4%	1.15%
UDR	UDR, Inc. Real Estate	Added	227,336	+8,426	$7,679,410	−4.4%	1.15%
STZ	Constellation Brands, Inc. Consumer Defensive	Added	50,323	+2,261	$7,548,450	+13.8%	1.13%
HCA	HCA Healthcare, Inc. Healthcare	Reduced	15,950	-287	$7,548,178	−0.4%	1.13%
CVS	CVS HEALTH Corp Healthcare	Added	104,865	+10,690	$7,531,404	+0.8%	1.12%
URI	United Rentals, Inc. Industrials	Added	10,289	+1,766	$7,496,153	+8.7%	1.12%
GPC	Genuine Parts Co Consumer Cyclical	Added	70,856	+17,422	$7,493,022	+14.0%	1.12%
SJM	J M SMUCKER Co Consumer Defensive	Added	77,662	+5,225	$7,489,723	+5.7%	1.12%
SPG	Simon Property Group Inc. Real Estate	Reduced	39,981	-775	$7,457,655	−1.1%	1.11%
HD	Home Depot, Inc. Consumer Cyclical	Added	22,631	+1,839	$7,443,109	+4.0%	1.11%
HUBB	Hubbell Inc Industrials	Reduced	15,144	-1,920	$7,431,766	−1.9%	1.11%
COR	Cencora, Inc. Healthcare	Added	23,496	+1,393	$7,381,033	−1.1%	1.10%
HBAN	Huntington Bancshares Inc /Md/ Financial Services	Added	470,518	+8,501	$7,363,606	−8.1%	1.10%
AEP	American Electric Power Co Inc Utilities	Reduced	56,072	-7,077	$7,349,917	+0.9%	1.10%
DUK	Duke Energy CORP Utilities	Reduced	55,737	-7,580	$7,298,202	−1.7%	1.09%
CMCSA	Comcast Corp Communication Services	Added	254,002	+24,602	$7,292,397	+13.5%	1.09%
O	Realty Income Corp Real Estate	Added	119,043	+21,919	$7,283,050	+33.0%	1.09%
NUE	Nucor Corp Basic Materials	Reduced	42,383	-5,014	$7,166,965	−7.3%	1.07%
AFL	Aflac Inc Financial Services	Reduced	64,950	-1,214	$7,125,664	−2.3%	1.06%
ABBV	AbbVie Inc. Healthcare	Added	32,743	+2,212	$7,121,275	+2.1%	1.06%
MET	Metlife Inc Financial Services	Reduced	100,066	-1,837	$7,076,667	−12.0%	1.06%
BDX	Becton Dickinson & Co Healthcare	Added	44,745	+1,953	$7,035,256	+7.8%	1.05%
CSCO	Cisco Systems, Inc. Technology	Reduced	89,149	-1,751	$6,917,070	−1.2%	1.03%
IBM	International Business Machines Corp Technology	Added	28,281	+5,782	$6,855,031	+2.9%	1.02%
OMC	Omnicom Group Inc. Communication Services	Added	90,776	+5,413	$6,836,340	−0.8%	1.02%
FISV	Fiserv Inc	Added	118,898	+18,483	$6,634,508	−1.6%	0.99%
ADBE	Adobe Inc. Technology	NEW	27,079	NEW	$6,582,363	NEW	0.98%
KHC	Kraft Heinz Co Consumer Defensive	Added	285,939	+26,466	$6,430,768	+2.2%	0.96%
AMAT	Applied Materials Inc /De Technology	Reduced	17,044	-10,834	$5,825,468	−18.7%	0.87%