HUDSON EDGE INVESTMENT PARTNERS INC.

Registered adviser

CIK

740272

Location

JERSEY CITY, NJ

Portfolio Value

Small $725,610,751

Diversification

Diversified

Filing Date

Global Rank

#2,971 / 8,814 ▼ 252

Top Industry

Semiconductors 15.2%

Period ended 4 months ago

Filed Jul 29, 2026 · 3mo

26 quarters · since Mar 2020

Regulatory profile

From Form ADV, the SEC filer profile, 13D/13G type codes and N-CEN, never from the name.

Holder type

Registered adviser

Form ADV roster, Oct 1, 2026

Form ADV adviser

CRD 104870

Roster of Oct 1, 2026

Regulatory AUM

$2,948,564,888

Main clients

Pooled investment vehicles (59% of AUM)

Private funds

1 fund · Other private funds

Focus by fund count, roster of Oct 1, 2026

$1,746,671,563 gross assets

LEI

254900H2VIR0F9DCSZ88

Private funds on Schedule D 7.B.(1)

As filed Jul 19, 2024; SEC's bulk Form ADV archive ends with 2024 filings.

$1,136,307,831 gross assets in 1 fund Other private funds $1,136,307,831 (1)

Form ADV history

Monthly rosters from Dec 2019; each row is a run with the same figures, newest first.

Rosters	Regulatory AUM	Main clients
Apr 2026 to Oct 2026	$2,948,564,888	Pooled investment vehicles (59%)
Apr 2025 to Mar 2026	$2,561,762,653	Pooled investment vehicles (52%)
Apr 2024 to Mar 2025	$2,484,465,561	Diversified
May 2023 to Mar 2024	$2,064,347,338	Pension and profit sharing plans (52%)
Apr 2023	$2,064,347,338	Pension and profit sharing plans (52%)
Apr 2022 to Mar 2023	$2,461,255,446	Pension and profit sharing plans (57%)

3 earlier changes not shown.

Portfolio style

Measured from the filed 13F common-share book for Jun 30, 2026, never from the firm's own description.

Style

Diversified active

Top 10 weight 51.9%, 19.7 effective positions, active share 89.4% against the S&P 500 as of 2026-06-30; it meets none of the index-like, systematic-like or concentrated tests

Turnover

Low turnover

22.6% over the last four quarters (under 30%)

Horizon

Long horizon

Value-weighted holding period 13.1 quarters (12+), a floor since 19.4% of the book was already held when coverage starts

Closest benchmark: the S&P 500 as of 2026-06-30, active share 89.4%; sector active share 19.2% against the combined 13F book's sector weights.

Over time 26 measured quarters

How the bands are measured

Style bands measure the filed 13F common-share book each closed quarter, tested in this order. Unknown: under $10,000,000 of valued equity or 5 stocks. Index-like (100+ stocks): active share of 20% or less against the closest benchmark, which is the S&P 500, S&P MidCap 400, S&P SmallCap 600, Russell 1000, Russell 2000, Nasdaq-100 or Dow Jones Industrial Average (weighted by an index-tracking fund's reported holdings or the index's constituents nearest the quarter end, over the names resolved to companies, and only when those are 90%+ of its weight) or every 13F filer's combined book, or index series holding 80%+ of the registered fund assets it advises (N-CEN) and equal to 50%+ of its book. Systematic-like: 500+ stocks, 100%+ annual turnover and a top 10 weight of 25% or less. Concentrated: a top 10 weight of 60%+ or 12 or fewer effective positions. Diversified active: none of these. Turnover is the smaller of buys and sells over average equity value, summed over four quarters: low under 30%, high 100%+. Horizon is the value-weighted number of quarters each position has been held: short under 4, long 12+.

Clone Performance

Build a hypothetical price-return history from this filer's public 13F holdings.

View clone backtest

Portfolio Concentration

123 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026

Top Position

15.0%

+2.8 pts

Top 5

44.9%

+2.5 pts

Top 10

51.9%

+2.6 pts

HHI

509

Diversified+62

Portfolio Trend

26 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Technology	28.8%	$208,968,407	20
Healthcare	17.0%	$123,311,955	14
Financial Services	16.5%	$119,521,096	18
Industrials	15.4%	$111,714,294	20
Consumer Defensive	4.9%	$35,874,226	8
Consumer Cyclical	3.7%	$27,101,825	8
Communication Services	3.3%	$23,868,337	3
Energy	3.0%	$21,532,885	6
Real Estate	2.5%	$17,932,672	9
Basic Materials	1.9%	$13,917,529	2
Utilities	1.9%	$13,632,670	4
Unclassified	1.1%	$8,234,855	11

Last Quarter's Activity

Export CSV

Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
ICLR	Icon PLC	+47,474	366,477	$63,660,719
CMCSA	Comcast Corp	+43,034	297,036	$7,292,233
IWF	iShares Russell 1000 Growth ETF	+38,670	51,560	$0
OSBC	Old Second Bancorp Inc	+28,624	60,706	$1,415,663
ACN	Accenture plc	+15,967	54,754	$6,813,587
AHCO	AdaptHealth Corp.	+12,925	126,604	$1,319,213
ROCK	Gibraltar Industries, Inc.	+10,450	32,141	$1,449,559
OMC	Omnicom Group Inc.	+7,969	98,745	$7,191,598
VVV	Valvoline Inc	+5,565	33,928	$1,341,513
COF	Capital One Financial Corp	+5,559	37,142	$7,451,428
IBCP	Independent Bank Corp	+5,445	26,424	$953,113
FISV	Fiserv Inc	+5,129	124,027	$6,083,524
OLLI	Ollie's Bargain Outlet Holdings, Inc.	+4,827	15,209	$1,169,267
BRC	Brady Corp	+4,737	17,500	$1,602,475
STAG	STAG Industrial, Inc.	+4,451	27,153	$1,033,443
BDX	Becton Dickinson & Co	+4,308	49,053	$7,423,190
BLBD	Blue Bird Corp	+4,202	18,870	$1,489,975
ALG	Alamo Group Inc	+4,058	8,185	$1,346,350
O	Realty Income Corp	+3,134	122,177	$7,570,086
DG	Dollar General Corp	+2,169	67,361	$7,753,924
BDC	Belden Inc.	+1,713	9,378	$1,124,515
LMT	Lockheed Martin Corp	+1,279	14,353	$7,312,279
MGRC	Mcgrath Rentcorp	+693	8,406	$1,017,378
EVR	Evercore Inc.	+667	2,008	$685,611
COR	Cencora, Inc.	+628	24,124	$6,826,609
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
INFY	Infosys Ltd	−252,500	4,200,490	$44,063,140
AMCR	Amcor plc	−118,515	30	$1,300
HDB	Hdfc Bank Ltd	−115,800	1,917,400	$49,526,442
AFL	Aflac Inc	−64,917	33	$3,869
RYAAY	Ryanair Holdings PLC	−55,700	921,550	$59,670,362
SPG	Simon Property Group Inc.	−39,962	19	$4,249
CSCO	Cisco Systems, Inc.	−32,803	56,346	$6,618,401
WBD	Warner Bros. Discovery, Inc.	−29,871	352,007	$9,384,506
CVS	CVS HEALTH Corp	−28,237	76,628	$7,927,166
SLM	SLM Corp	−26,753	11,555	$299,736
C	Citigroup Inc	−18,651	56,513	$7,909,559
OKE	Oneok Inc	−16,064	86,559	$7,525,439
STT	State Street Corp	−15,440	45,320	$7,686,272
TSM	Taiwan Semiconductor Manufacturing Co Ltd	−14,040	228,303	$109,030,663
NUE	Nucor Corp	−13,499	28,884	$6,433,911
PRGS	Progress Software Corp	−11,232	3,948	$132,573
BMY	Bristol Myers Squibb Co	−10,419	128,460	$7,401,865
HBAN	Huntington Bancshares Inc	−9,573	460,945	$8,172,554
SJM	J M SMUCKER Co	−9,138	68,524	$7,708,950
KHC	Kraft Heinz Co	−8,259	277,680	$6,558,801
MTB	M&T Bank Corp	−7,610	31,589	$7,518,497
MET	Metlife Inc	−7,460	92,606	$7,835,393
STZ	Constellation Brands, Inc.	−7,336	42,987	$5,979,061
MPC	Marathon Petroleum Corp	−7,232	21	$5,369
AMAT	Applied Materials Inc	−6,908	10,136	$7,328,328
No positions match the current search.

New Positions

Positions the filer opened this quarter

25 positions

Ticker	Company	Shares	Value
APH	Amphenol Corp	46,494	$16,395,644
ALL	Allstate Corp	32,785	$7,800,862
RPM	Rpm International Inc	67,329	$7,483,618
AMZN	Amazon Com Inc	31,305	$7,461,233
VMRK	Vivmark Residential	108,814	$7,391,735
BOOT	Boot Barn Holdings, Inc.	6,235	$1,024,223
HRI	Herc Holdings Inc	6,173	$884,837
AWI	Armstrong World Industries Inc	3,401	$545,588
GLD	Spdr Gold Trust	630	$232,079
JBL	Jabil Inc	19	$7,324
FFIV	F5, Inc.	11	$4,575
ARW	Arrow Electronics, Inc.	20	$4,268
JAZZ	Jazz Pharmaceuticals plc	17	$4,096
PCAR	Paccar Inc	33	$3,963
CRUS	Cirrus Logic, Inc.	23	$3,416
APLE	Apple Hospitality REIT, Inc.	182	$3,059
OHI	Omega Healthcare Investors Inc	61	$2,908
MAA	Mid America Apartment Communities Inc.	20	$2,778
HSIC	Henry Schein Inc	32	$2,672
PNW	Pinnacle West Capital Corp	24	$2,568
AVY	Avery Dennison Corp	14	$2,272
OGE	Oge Energy Corp.	44	$2,141
UHS	Universal Health Services Inc	14	$2,081
ZBRA	Zebra Technologies Corp	7	$1,842
TAP	Molson Coors Beverage Co	30	$1,168
No positions match the current search.

Sold Out

Positions the filer fully exited

7 positions

Ticker	Company	Shares	Value
UDR	UDR, Inc.	227,336	$7,679,410
IOSP	Innospec Inc.	8,373	$611,396
VSNT	Versant Media Group, Inc.	9,049	$334,993
PRG	PROG Holdings, Inc.	10,388	$298,031
—		1,485	$0
—		17,405	$0
—		4,221	$0
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

123 tracked positions · $725,610,751 total · filing declares 123 positions · $731,969,840 · as of Jun 30, 2026

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

Showing 1–50 of 123 positions by value · page 1 of 3

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	Held (qtrs)	Est. cost/share	% of Portfolio
TSM	Taiwan Semiconductor Manufacturing Co Ltd Technology	Reduced	228,303	-14,040	$109,030,663	+33.1%	11	$120.43	15.03%
ICLR	Icon PLC Healthcare	Added	366,477	+47,474	$63,660,719	+80.3%	11	$206.43	8.77%
RYAAY	Ryanair Holdings PLC Industrials	Reduced	921,550	-55,700	$59,670,362	+5.6%	11	unpriced	8.22%
HDB	Hdfc Bank Ltd Financial Services	Reduced	1,917,400	-115,800	$49,526,442	−2.1%	9	unpriced	6.83%
INFY	Infosys Ltd Technology	Reduced	4,200,490	-252,500	$44,063,140	−26.8%	5	$17.06	6.07%
APH	Amphenol Corp Technology	NEW	46,494	NEW	$16,395,644	NEW	1	unpriced	2.26%
WBD	Warner Bros. Discovery, Inc. Communication Services	Reduced	352,007	-29,871	$9,384,506	−10.5%	18	$16.73	1.29%
SNA	Snap-on Inc Industrials	Reduced	20,904	-1,673	$8,411,769	+2.6%	26+	before history	1.16%
HBAN	Huntington Bancshares Inc Financial Services	Reduced	460,945	-9,573	$8,172,554	+11.0%	6	$16.02	1.13%
URI	United Rentals, Inc. Industrials	Reduced	7,203	-3,086	$8,160,206	+8.9%	13	$553.13	1.12%
DOV	DOVER Corp Industrials	Reduced	36,256	-6,057	$8,131,495	−7.8%	26+	before history	1.12%
GPC	Genuine Parts Co Consumer Cyclical	Reduced	68,915	-1,941	$8,130,591	+8.5%	25	$115.52	1.12%
IBM	International Business Machines Corp Technology	Added	28,700	+419	$8,070,727	+17.7%	26+	before history	1.11%
HUBB	Hubbell Inc Industrials	Added	15,378	+234	$8,045,769	+8.3%	23	$216.25	1.11%
HD	Home Depot, Inc. Consumer Cyclical	Reduced	22,527	-104	$7,944,822	+6.7%	25	$313.99	1.09%
JNJ	Johnson & Johnson Healthcare	Reduced	31,250	-4,458	$7,936,562	−9.1%	26+	before history	1.09%
CVS	CVS HEALTH Corp Healthcare	Reduced	76,628	-28,237	$7,927,166	+5.3%	26+	before history	1.09%
C	Citigroup Inc Financial Services	Reduced	56,513	-18,651	$7,909,559	−7.2%	26+	before history	1.09%
MET	Metlife Inc Financial Services	Reduced	92,606	-7,460	$7,835,393	+10.7%	26+	before history	1.08%
ALL	Allstate Corp Financial Services	NEW	32,785	NEW	$7,800,862	NEW	1	$217.34	1.08%
DG	Dollar General Corp Consumer Defensive	Added	67,361	+2,169	$7,753,924	+0.2%	23	$131.30	1.07%
SJM	J M SMUCKER Co Consumer Defensive	Reduced	68,524	-9,138	$7,708,950	+2.9%	26+	before history	1.06%
STT	State Street Corp Financial Services	Reduced	45,320	-15,440	$7,686,272	−0.0%	26+	before history	1.06%
ABBV	AbbVie Inc. Healthcare	Reduced	30,279	-2,464	$7,619,407	+7.0%	26+	before history	1.05%
JPM	Jpmorgan Chase & Co Financial Services	Reduced	23,260	-4,628	$7,613,695	−7.2%	26+	before history	1.05%
O	Realty Income Corp Real Estate	Added	122,177	+3,134	$7,570,086	+3.9%	3	$58.85	1.04%
OKE	Oneok Inc Energy	Reduced	86,559	-16,064	$7,525,439	−18.9%	8	$81.75	1.04%
MTB	M&T Bank Corp Financial Services	Reduced	31,589	-7,610	$7,518,497	−7.2%	12	$137.41	1.04%
RPM	Rpm International Inc Basic Materials	NEW	67,329	NEW	$7,483,618	NEW	1	$104.31	1.03%
AMZN	Amazon Com Inc Consumer Cyclical	NEW	31,305	NEW	$7,461,233	NEW	1	$251.01	1.03%
COF	Capital One Financial Corp Financial Services	Added	37,142	+5,559	$7,451,428	+29.3%	15	$115.01	1.03%
BDX	Becton Dickinson & Co Healthcare	Added	49,053	+4,308	$7,423,190	+5.5%	6	$169.17	1.02%
BMY	Bristol Myers Squibb Co Healthcare	Reduced	128,460	-10,419	$7,401,865	−12.1%	26+	before history	1.02%
VMRK	Vivmark Residential Real Estate	NEW	108,814	NEW	$7,391,735	NEW	1	$64.76	1.02%
AMAT	Applied Materials Inc Technology	Reduced	10,136	-6,908	$7,328,328	+25.8%	5	$160.50	1.01%
LMT	Lockheed Martin Corp Industrials	Added	14,353	+1,279	$7,312,279	−7.5%	19	$433.49	1.01%
CMCSA	Comcast Corp Communication Services	Added	297,036	+43,034	$7,292,233	−0.0%	26+	before history	1.00%
OMC	Omnicom Group Inc. Communication Services	Added	98,745	+7,969	$7,191,598	+5.2%	3	$76.38	0.99%
AEP	American Electric Power Co Inc Utilities	Reduced	51,855	-4,217	$7,094,282	−3.5%	16	$96.66	0.98%
EOG	Eog Resources Inc Energy	Reduced	53,742	-4,368	$6,971,949	−17.0%	15	$121.07	0.96%
MDT	Medtronic plc Healthcare	Reduced	87,326	-2,183	$6,831,512	−11.9%	8	$87.03	0.94%
COR	Cencora, Inc. Healthcare	Added	24,124	+628	$6,826,609	−7.5%	9	$241.83	0.94%
ACN	Accenture plc Technology	Added	54,754	+15,967	$6,813,587	−11.4%	26+	before history	0.94%
PEP	Pepsico Inc Consumer Defensive	Reduced	49,497	-111	$6,701,893	−13.0%	2	$155.82	0.92%
CSCO	Cisco Systems, Inc. Technology	Reduced	56,346	-32,803	$6,618,401	−4.3%	26+	before history	0.91%
KHC	Kraft Heinz Co Consumer Defensive	Reduced	277,680	-8,259	$6,558,801	+2.0%	12	$32.07	0.90%
DUK	Duke Energy CORP Utilities	Reduced	51,617	-4,120	$6,533,679	−10.5%	7	$114.71	0.90%
NUE	Nucor Corp Basic Materials	Reduced	28,884	-13,499	$6,433,911	−10.2%	26+	before history	0.89%
HCA	HCA Healthcare, Inc. Healthcare	Added	16,302	+352	$6,355,986	−15.8%	23	$220.83	0.88%
COP	Conocophillips Energy	Reduced	60,479	-4,929	$6,287,396	−27.2%	26+	before history	0.87%

Showing the top 50 of 123 positions. Create a free account to see every position, past quarters, search, filters and CSV export.

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.