HUDSON EDGE INVESTMENT PARTNERS INC.

CIK

740272

Location

JERSEY CITY, NJ

Portfolio Value

Small $715,493,677

Diversification

Diversified

Filing Date

Global Rank

#532 / 3,203 ▲ 1707

Top Industry

Semiconductors 15.4%

3Y Alpha vs SPY

-5.5%

Period ended 30 days ago

Filed Jul 29, 2026 · 1d

26 quarters · since Mar 2020

Clone Performance

Jul 2023–Jul 2026 · vs SPY

Hypothetical growth of buying every stock this filer reported holding, rebalancing on each filing and indexed to the same start. Option positions cannot be bought this way and are left out.

Cloned portfolio

+45.7%

SPY

+67.9%

Annualised alpha

-5.5%

Max drawdown

−16.0%

Estimate. 13F holdings are quarter-lagged, so the clone rebalances about 45 days after each period end — when the filing becomes public — and it excludes option and short positions. It tracks 100% of reported value on average across 13 quarters. Past performance does not predict future results.

Portfolio Concentration

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

Top Position

15.2%

+3.0 pts

Top 5

45.6%

+3.1 pts

Top 10

51.5%

+2.1 pts

HHI

519

Diversified+72

Portfolio Trend

26 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Technology	28.1%	$200,770,585	20
Healthcare	17.2%	$123,311,955	14
Financial Services	16.7%	$119,521,096	18
Industrials	15.6%	$111,714,294	20
Consumer Defensive	5.0%	$35,874,226	8
Consumer Cyclical	3.8%	$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	0.9%	$6,315,603	2

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
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 /Mi/	+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
IBM	International Business Machines Corp	+419	28,700	$8,070,727
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 /New/	−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 /Ma	−11,232	3,948	$132,573
BMY	Bristol Myers Squibb Co	−10,419	128,460	$7,401,865
HBAN	Huntington Bancshares Inc /Md/	−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 /De	−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 /De/	46,494	$8,197,822
ALL	Allstate Corp	32,785	$7,800,862
RPM	Rpm International Inc/De/	67,329	$7,483,618
AMZN	Amazon Com Inc	31,305	$7,461,233
EQR	Equity 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-A	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
TMHC	Taylor Morrison Home Corp	17,405	$1,013,667
IOSP	Innospec Inc.	8,373	$611,396
VSNT	Versant Media Group, Inc.	9,049	$334,993
GTLS	Chart Industries Inc	1,485	$307,023
PRG	PROG Holdings, Inc.	10,388	$298,031
NSA	National Storage Affiliates Trust	4,221	$159,300
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

114 tracked positions · $715,493,677 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 114 positions by value · page 1 of 3

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
TSM	Taiwan Semiconductor Manufacturing Co Ltd Technology	Reduced	228,303	-14,040	$109,030,663	+33.1%	15.24%
ICLR	Icon PLC Healthcare	Added	366,477	+47,474	$63,660,719	+80.3%	8.90%
RYAAY	Ryanair Holdings PLC Industrials	Reduced	921,550	-55,700	$59,670,362	+5.6%	8.34%
HDB	Hdfc Bank Ltd Financial Services	Reduced	1,917,400	-115,800	$49,526,442	−2.1%	6.92%
INFY	Infosys Ltd Technology	Reduced	4,200,490	-252,500	$44,063,140	−26.8%	6.16%
WBD	Warner Bros. Discovery, Inc. Communication Services	Reduced	352,007	-29,871	$9,384,506	−10.5%	1.31%
SNA	Snap-on Inc Industrials	Reduced	20,904	-1,673	$8,411,769	+2.6%	1.18%
APH	Amphenol Corp /De/ Technology	NEW	46,494	NEW	$8,197,822	NEW	1.15%
HBAN	Huntington Bancshares Inc /Md/ Financial Services	Reduced	460,945	-9,573	$8,172,554	+11.0%	1.14%
URI	United Rentals, Inc. Industrials	Reduced	7,203	-3,086	$8,160,206	+8.9%	1.14%
DOV	DOVER Corp Industrials	Reduced	36,256	-6,057	$8,131,495	−7.8%	1.14%
GPC	Genuine Parts Co Consumer Cyclical	Reduced	68,915	-1,941	$8,130,591	+8.5%	1.14%
IBM	International Business Machines Corp Technology	Added	28,700	+419	$8,070,727	+17.7%	1.13%
HUBB	Hubbell Inc Industrials	Added	15,378	+234	$8,045,769	+8.3%	1.12%
HD	Home Depot, Inc. Consumer Cyclical	Reduced	22,527	-104	$7,944,822	+6.7%	1.11%
JNJ	Johnson & Johnson Healthcare	Reduced	31,250	-4,458	$7,936,562	−9.1%	1.11%
CVS	CVS HEALTH Corp Healthcare	Reduced	76,628	-28,237	$7,927,166	+5.3%	1.11%
C	Citigroup Inc Financial Services	Reduced	56,513	-18,651	$7,909,559	−7.2%	1.11%
MET	Metlife Inc Financial Services	Reduced	92,606	-7,460	$7,835,393	+10.7%	1.10%
ALL	Allstate Corp Financial Services	NEW	32,785	NEW	$7,800,862	NEW	1.09%
DG	Dollar General Corp Consumer Defensive	Added	67,361	+2,169	$7,753,924	+0.2%	1.08%
SJM	J M SMUCKER Co Consumer Defensive	Reduced	68,524	-9,138	$7,708,950	+2.9%	1.08%
STT	State Street Corp Financial Services	Reduced	45,320	-15,440	$7,686,272	−0.0%	1.07%
ABBV	AbbVie Inc. Healthcare	Reduced	30,279	-2,464	$7,619,407	+7.0%	1.06%
JPM	Jpmorgan Chase & Co Financial Services	Reduced	23,260	-4,628	$7,613,695	−7.2%	1.06%
O	Realty Income Corp Real Estate	Added	122,177	+3,134	$7,570,086	+3.9%	1.06%
OKE	Oneok Inc /New/ Energy	Reduced	86,559	-16,064	$7,525,439	−18.9%	1.05%
MTB	M&T Bank Corp Financial Services	Reduced	31,589	-7,610	$7,518,497	−7.2%	1.05%
RPM	Rpm International Inc/De/ Basic Materials	NEW	67,329	NEW	$7,483,618	NEW	1.05%
AMZN	Amazon Com Inc Consumer Cyclical	NEW	31,305	NEW	$7,461,233	NEW	1.04%
COF	Capital One Financial Corp Financial Services	Added	37,142	+5,559	$7,451,428	+29.3%	1.04%
BDX	Becton Dickinson & Co Healthcare	Added	49,053	+4,308	$7,423,190	+5.5%	1.04%
BMY	Bristol Myers Squibb Co Healthcare	Reduced	128,460	-10,419	$7,401,865	−12.1%	1.03%
EQR	Equity Residential Real Estate	NEW	108,814	NEW	$7,391,735	NEW	1.03%
AMAT	Applied Materials Inc /De Technology	Reduced	10,136	-6,908	$7,328,328	+25.8%	1.02%
LMT	Lockheed Martin Corp Industrials	Added	14,353	+1,279	$7,312,279	−7.5%	1.02%
CMCSA	Comcast Corp Communication Services	Added	297,036	+43,034	$7,292,233	−0.0%	1.02%
OMC	Omnicom Group Inc. Communication Services	Added	98,745	+7,969	$7,191,598	+5.2%	1.01%
AEP	American Electric Power Co Inc Utilities	Reduced	51,855	-4,217	$7,094,282	−3.5%	0.99%
EOG	Eog Resources Inc Energy	Reduced	53,742	-4,368	$6,971,949	−17.0%	0.97%
MDT	Medtronic plc Healthcare	Reduced	87,326	-2,183	$6,831,512	−11.9%	0.95%
COR	Cencora, Inc. Healthcare	Added	24,124	+628	$6,826,609	−7.5%	0.95%
ACN	Accenture plc Technology	Added	54,754	+15,967	$6,813,587	−11.4%	0.95%
PEP	Pepsico Inc Consumer Defensive	Reduced	49,497	-111	$6,701,893	−13.0%	0.94%
CSCO	Cisco Systems, Inc. Technology	Reduced	56,346	-32,803	$6,618,401	−4.3%	0.93%
KHC	Kraft Heinz Co Consumer Defensive	Reduced	277,680	-8,259	$6,558,801	+2.0%	0.92%
DUK	Duke Energy CORP Utilities	Reduced	51,617	-4,120	$6,533,679	−10.5%	0.91%
NUE	Nucor Corp Basic Materials	Reduced	28,884	-13,499	$6,433,911	−10.2%	0.90%
HCA	HCA Healthcare, Inc. Healthcare	Added	16,302	+352	$6,355,986	−15.8%	0.89%
COP	Conocophillips Energy	Reduced	60,479	-4,929	$6,287,396	−27.2%	0.88%

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.