HUDSON EDGE INVESTMENT PARTNERS INC.
Sector Allocation
- Technology28.5%$208.5M
- Financials17.2%$126.1M
- Healthcare15.9%$116.5M
- Industrials13.6%$99.5M
- Consumer Staples5.7%$41.5M
- Consumer Discretionary3.9%$28.3M
- Communication Services3.3%$23.9M
- Energy3.1%$22.9M
- Real Estate2.5%$17.9M
- Materials2.3%$17.0M
AUM History
13fpro.ai/research/fund/hudson-edge-investment-partners-inc-740272
Conviction and streaks
Concentrating · top 10 = 50.3%From the fund's last 12 quarters of 13F filings: positions held longest at size, and names it added to or trimmed several quarters running.
Largest positions — Q2 2026
TSM
$109.0MICLR
$63.7MRYAAY
$59.7MHDB
$49.5MINFY
$44.1MWBD
$9.4MSNA
$8.4MAPH
$8.2MHBAN
$8.2MURI
$8.2MDOV
$8.1MGPC
$8.1MIBM
$8.1MHUBB
$8.0MHD
$7.9MJNJ
$7.9MCVS
$7.9MC
$7.9MMET
$7.8MALL
$7.8M
Top 20 stock positions. Options are left out: 13F reports them at the underlying's value.
13fpro.ai/research/fund/hudson-edge-investment-partners-inc-740272
HUDSON EDGE INVESTMENT PARTNERS INC. 13F holdings — Q2 2026
$732.0M portfolio (+7.0% QoQ) · 123 holdings · Q2 2026 13F · top 10 are 50% of the stock portfolio
$109.0M
14.9% of stocks
-6%This quarter+13.3%Since filed11 qtrsHeld$63.7M
8.7% of stocks
+15%This quarter+3.1%Since filed11 qtrsHeld$59.7M
8.2% of stocks
-6%This quarter-8.4%Since filed11 qtrsHeld$49.5M
6.8% of stocks
-6%This quarter-9.7%Since filed9 qtrsHeld$44.1M
6.0% of stocks
-6%This quarter-1.4%Since filed5 qtrsHeld$9.4M
1.3% of stocks
-8%This quarter—Since filed13+ qtrsHeld$8.4M
1.1% of stocks
-7%This quarter-13.7%Since filed13+ qtrsHeldAIQualityAI quality score is Pro: unlock with a free trialEst. buyEstimated buy price is Pro: unlock with a free trialTrimmed 2 qtrs in a row$8.2M
1.1% of stocks
NewThis quarter+0.1%Since filedNew this quarterHeld$8.2M
1.1% of stocks
-2%This quarter-6.6%Since filed6 qtrsHeld$8.2M
1.1% of stocks
-30%This quarter+6.3%Since filed13+ qtrsHeld
All holdings — HUDSON EDGE INVESTMENT PARTNERS INC. (Q2 2026)
123 disclosed positions from the Form 13F-HR on SEC EDGAR, with quarter-over-quarter share changes. Largest by value first; the ten above are not repeated.
| # | Company | Held | Source | |||||||
|---|---|---|---|---|---|---|---|---|---|---|
| 11 | DOVER Corp | Industrials | $8.1M | 1.1% | 36K | -14% | 13+ qtrsTrimmed 2 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 12 | GENUINE PARTS CO | Consumer Discretionary | $8.1M | 1.1% | 69K | -3% | 13+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 13 | INTERNATIONAL BUSINESS MACHINES CORP | Technology | $8.1M | 1.1% | 29K | +1% | 13+ qtrsAdded 2 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 14 | HUBBELL INC | Technology | $8.0M | 1.1% | 15K | +2% | 13+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 15 | HOME DEPOT, INC. | Consumer Discretionary | $7.9M | 1.1% | 23K | -0.5% | 13+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 16 | JOHNSON & JOHNSON | Healthcare | $7.9M | 1.1% | 31K | -12% | 13+ qtrsTrimmed 2 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 17 | CVS HEALTH Corp | Healthcare | $7.9M | 1.1% | 77K | -27% | 13+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 18 | CITIGROUP INC | Financials | $7.9M | 1.1% | 57K | -25% | 13+ qtrsTrimmed 4 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 19 | METLIFE INC | Financials | $7.8M | 1.1% | 93K | -7% | 13+ qtrsTrimmed 2 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 20 | ALLSTATE CORP | Financials | $7.8M | 1.1% | 33K | New | 1 qtr | AI quality score is Pro: unlock with a free trial | 13F | |
| 21 | DOLLAR GENERAL CORP | Consumer Staples | $7.8M | 1.1% | 67K | +3% | 13+ qtrsAdded 2 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 22 | J M SMUCKER Co | Consumer Staples | $7.7M | 1.1% | 69K | -12% | 7 qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 23 | STATE STREET CORP | Financials | $7.7M | 1.1% | 45K | -25% | 13+ qtrsTrimmed 4 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 24 | AbbVie Inc. | Healthcare | $7.6M | 1.0% | 30K | -8% | 13+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 25 | JPMORGAN CHASE & CO | Financials | $7.6M | 1.0% | 23K | -17% | 13+ qtrsTrimmed 3 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 26 | $O | REALTY INCOME CORP | Real Estate | $7.6M | 1.0% | 122K | +3% | |||
| 27 | $OKE | ONEOK INC /NEW/ | Energy | $7.5M | 1.0% | 87K | -16% | |||
| 28 | $MTB | M&T BANK CORP | Financials | $7.5M | 1.0% | 32K | -19% | |||
| 29 | $RPM | RPM INTERNATIONAL INC/DE/ | Materials | $7.5M | 1.0% | 67K | New | |||
| 30 | $AMZN | AMAZON COM INC | Consumer Discretionary | $7.5M | 1.0% | 31K | New | |||
| 31 | $COF | CAPITAL ONE FINANCIAL CORP | Financials | $7.5M | 1.0% | 37K | +18% | |||
| 32 | $BDX | BECTON DICKINSON & CO | Healthcare | $7.4M | 1.0% | 49K | +10% | |||
| 33 | $BMY | BRISTOL MYERS SQUIBB CO | Healthcare | $7.4M | 1.0% | 128K | -8% | |||
| 34 | $VMRK | VIVMARK RESIDENTIAL | Real Estate | $7.4M | 1.0% | 109K | New | |||
| 35 | $AMAT | APPLIED MATERIALS INC /DE | Technology | $7.3M | 1.0% | 10K | -41% | |||
| 36 | $LMT | LOCKHEED MARTIN CORP | Industrials | $7.3M | 1.0% | 14K | +10% | |||
| 37 | $CCZ | COMCAST CORP | Communication Services | $7.3M | 1.0% | 297K | +17% | |||
| 38 | $OMC | OMNICOM GROUP INC. | Communication Services | $7.2M | 1.0% | 99K | +9% | |||
| 39 | $AEP | AMERICAN ELECTRIC POWER CO INC | Utilities | $7.1M | 1.0% | 52K | -8% | |||
| 40 | $EOG | EOG RESOURCES INC | Energy | $7.0M | 0.9% | 54K | -8% | |||
| 41 | $MDT | Medtronic plc | Healthcare | $6.8M | 0.9% | 87K | -2% | |||
| 42 | $COR | Cencora, Inc. | Consumer Staples | $6.8M | 0.9% | 24K | +3% | |||
| 43 | $ACN | Accenture plc | Technology | $6.8M | 0.9% | 55K | +41% | |||
| 44 | $PEP | PEPSICO INC | Consumer Staples | $6.7M | 0.9% | 49K | -0.2% | |||
| 45 | $CSCO | CISCO SYSTEMS, INC. | Technology | $6.6M | 0.9% | 56K | -37% | |||
| 46 | $KHC | Kraft Heinz Co | Consumer Staples | $6.6M | 0.9% | 278K | -3% | |||
| 47 | $DUK | Duke Energy CORP | Utilities | $6.5M | 0.9% | 52K | -7% | |||
| 48 | $NUE | NUCOR CORP | Materials | $6.4M | 0.9% | 29K | -32% | |||
| 49 | — | Ishares Russell 1000 Growth - RUS 1000 GRW ETF | — | $6.4M | 0.9% | 52K | +300% | |||
| 50 | $HCA | HCA Healthcare, Inc. | Healthcare | $6.4M | 0.9% | 16K | +2% | |||
| 51 | $COP | CONOCOPHILLIPS | Energy | $6.3M | 0.9% | 60K | -8% | |||
| 52 | $FISV | FISERV INC | Financials | $6.1M | 0.8% | 124K | +4% | |||
| 53 | $STZ | CONSTELLATION BRANDS, INC. | Consumer Staples | $6.0M | 0.8% | 43K | -15% | |||
| 54 | $ADBE | ADOBE INC. | Technology | $5.4M | 0.7% | 27K | -2% | |||
| 55 | — | Ishares Msci Eafe - MSCI EAFE ETF | — | $4.9M | 0.7% | 47K | — | |||
| 56 | — | Schwab Strategic Trust - US LCAP GR ETF | — | $1.7M | 0.2% | 49K | — | |||
| 57 | $BRC | BRADY CORP | Consumer Discretionary | $1.6M | 0.2% | 18K | +37% | |||
| 58 | $PB | PROSPERITY BANCSHARES INC | Financials | $1.6M | 0.2% | 22K | +0.8% | |||
| 59 | $HOMB | HOME BANCSHARES INC | Financials | $1.6M | 0.2% | 54K | +0.7% | |||
| 60 | $BLBD | Blue Bird Corp | Industrials | $1.5M | 0.2% | 19K | +29% | |||
| 61 | $ROCK | GIBRALTAR INDUSTRIES, INC. | Materials | $1.4M | 0.2% | 32K | +48% | |||
| 62 | $OSBC | OLD SECOND BANCORP INC | Financials | $1.4M | 0.2% | 61K | +89% | |||
| 63 | $ALG | ALAMO GROUP INC | Industrials | $1.3M | 0.2% | 8,185 | +98% | |||
| 64 | $VVV | VALVOLINE INC | Energy | $1.3M | 0.2% | 34K | +20% | |||
| 65 | $AHCO | AdaptHealth Corp. | Healthcare | $1.3M | 0.2% | 127K | +11% | |||
| 66 | $LFUS | LITTELFUSE INC /DE | Technology | $1.3M | 0.2% | 2,805 | +9% | |||
| 67 | $ST | Sensata Technologies Holding plc | Technology | $1.2M | 0.2% | 26K | -4% | |||
| 68 | $BC | BRUNSWICK CORP | Industrials | $1.2M | 0.2% | 14K | +0.8% | |||
| 69 | $OLLI | Ollie's Bargain Outlet Holdings, Inc. | Consumer Discretionary | $1.2M | 0.2% | 15K | +46% | |||
| 70 | $AGM | FEDERAL AGRICULTURAL MORTGAGE CORP | Financials | $1.1M | 0.1% | 5,649 | -20% | |||
| 71 | $BDC | BELDEN INC. | Materials | $1.1M | 0.1% | 9,378 | +22% | |||
| 72 | — | iShares MSCI ACWI ex U.S. - MSCI ACWI EX US | — | $1.1M | 0.1% | 15K | — | |||
| 73 | $STAG | STAG Industrial, Inc. | Real Estate | $1.0M | 0.1% | 27K | +20% | |||
| 74 | $BOOT | Boot Barn Holdings, Inc. | Consumer Discretionary | $1.0M | 0.1% | 6,235 | New | |||
| 75 | $MGRC | MCGRATH RENTCORP | Industrials | $1.0M | 0.1% | 8,406 | +9% | |||
| 76 | $LXP | LXP Industrial Trust | Real Estate | $980K | 0.1% | 18K | +1% | |||
| 77 | $WCC | WESCO INTERNATIONAL INC | Consumer Discretionary | $970K | 0.1% | 2,809 | -16% | |||
| 78 | $IBCP | INDEPENDENT BANK CORP /MI/ | Financials | $953K | 0.1% | 26K | +26% | |||
| 79 | $HR | Healthcare Realty Trust Inc | Real Estate | $945K | 0.1% | 47K | +0.8% | |||
| 80 | $ENS | EnerSys | Technology | $916K | 0.1% | 3,916 | -27% | |||
| 81 | $HRI | HERC HOLDINGS INC | Industrials | $885K | 0.1% | 6,173 | New | |||
| 82 | $MKSI | MKS INC | Technology | $866K | 0.1% | 1,947 | -49% | |||
| 83 | $KNX | Knight-Swift Transportation Holdings Inc. | Industrials | $857K | 0.1% | 11K | -23% | |||
| 84 | — | iShares MSCI All Country World - MSCI ACWI ETF | — | $771K | 0.1% | 4,910 | — | |||
| 85 | $WHD | Cactus, Inc. | Energy | $743K | 0.1% | 14K | -21% | |||
| 86 | — | iShares Core MSCI Emerging Markets - CORE MSCI EMKT | — | $725K | 0.1% | 8,750 | — | |||
| 87 | $EVR | Evercore Inc. | Financials | $686K | 0.1% | 2,008 | +50% | |||
| 88 | $RRX | REGAL REXNORD CORP | Industrials | $657K | 0.1% | 2,757 | -41% | |||
| 89 | $AWI | ARMSTRONG WORLD INDUSTRIES INC | Materials | $546K | 0.1% | 3,401 | New | |||
| 90 | — | IShares Preferred ETF - PFD AND INCM SEC | — | $531K | 0.1% | 17K | — | |||
| 91 | $CACI | CACI INTERNATIONAL INC /DE/ | Technology | $460K | 0.1% | 994 | +20% | |||
| 92 | $NMIH | NMI Holdings, Inc. | Financials | $376K | 0.1% | 9,149 | -28% | |||
| 93 | $SLM | SLM Corp | Financials | $300K | 0.0% | 12K | -70% | |||
| 94 | $IVZ | Invesco Ltd. | Financials | $245K | 0.0% | 1,153 | — | |||
| 95 | $CW | CURTISS WRIGHT CORP | Industrials | $242K | 0.0% | 319 | +0.6% | |||
| 96 | $GLD | SPDR GOLD TRUST | Financials | $232K | 0.0% | 630 | New | |||
| 97 | $PRGS | PROGRESS SOFTWARE CORP /MA | Technology | $133K | 0.0% | 3,948 | -74% | |||
| 98 | — | ISHARES Tr S&P SM CAP 600 Index - CORE S&P SCP ETF | — | $102K | 0.0% | 685 | — | |||
| 99 | $EXLS | ExlService Holdings, Inc. | Industrials | $88K | 0.0% | 3,411 | -42% | |||
| 100 | $JBL | JABIL INC | Technology | $7K | 0.0% | 19 | New | |||
| 101 | $MPC | Marathon Petroleum Corp | Energy | $5K | 0.0% | 21 | -100% | |||
| 102 | $FFIV | F5, INC. | Technology | $5K | 0.0% | 11 | New | |||
| 103 | $ARW | ARROW ELECTRONICS, INC. | Technology | $4K | 0.0% | 20 | New | |||
| 104 | $SPG | SIMON PROPERTY GROUP INC. | Real Estate | $4K | 0.0% | 19 | -100% | |||
| 105 | $JAZZ | Jazz Pharmaceuticals plc | Healthcare | $4K | 0.0% | 17 | New | |||
| 106 | $PCAR | PACCAR INC | Industrials | $4K | 0.0% | 33 | New | |||
| 107 | $AFL | AFLAC INC | Financials | $4K | 0.0% | 33 | -100% | |||
| 108 | $CRUS | CIRRUS LOGIC, INC. | Technology | $3K | 0.0% | 23 | New | |||
| 109 | $APLE | Apple Hospitality REIT, Inc. | Real Estate | $3K | 0.0% | 182 | New | |||
| 110 | $OHI | OMEGA HEALTHCARE INVESTORS INC | Real Estate | $3K | 0.0% | 61 | New | |||
| 111 | $CTRA | Coterra Energy Inc. | Energy | $3K | 0.0% | 86 | New | |||
| 112 | $MAA | MID AMERICA APARTMENT COMMUNITIES INC. | Real Estate | $3K | 0.0% | 20 | New | |||
| 113 | $HSIC | HENRY SCHEIN INC | Healthcare | $3K | 0.0% | 32 | New | |||
| 114 | $PNW | PINNACLE WEST CAPITAL CORP | Utilities | $3K | 0.0% | 24 | New | |||
| 115 | $AVY | Avery Dennison Corp | Materials | $2K | 0.0% | 14 | New | |||
| 116 | $OGE | OGE ENERGY CORP. | Utilities | $2K | 0.0% | 44 | New | |||
| 117 | $UHS | UNIVERSAL HEALTH SERVICES INC | Healthcare | $2K | 0.0% | 14 | New | |||
| 118 | $ZBRA | ZEBRA TECHNOLOGIES CORP | Industrials | $2K | 0.0% | 7 | New | |||
| 119 | $AMCR | Amcor plc | Consumer Discretionary | $1K | 0.0% | 30 | -100% | |||
| 120 | $TAP | MOLSON COORS BEVERAGE CO | Consumer Staples | $1K | 0.0% | 30 | New | |||
| 121 | $HELE | HELEN OF TROY LTD | Technology | $1K | 0.0% | 40 | New | |||
| 122 | $RHI | ROBERT HALF INC. | Industrials | $1K | 0.0% | 34 | New | |||
| 123 | $INMD | InMode Ltd. | Healthcare | $877 | 0.0% | 60 | New |
What changed in Q2 2026
Against the previous quarter's 13F: 29 new, 36 added to, 50 trimmed, 7 sold out. Share-count changes; largest moves by dollar size first.
New positions (29)
first bought this quarter
first bought this quarter
$RPMRPM INTERNATIONAL INC/DE/$7.5M
first bought this quarter
$AMZNAMAZON COM INC$7.5M
first bought this quarter
$VMRKVIVMARK RESIDENTIAL$7.4M
first bought this quarter
$BOOTBoot Barn Holdings, Inc.$1.0M
first bought this quarter
+23 more in the Excel export
Added to (36)
now $63.7M · held 11 qtrs, 4 adds in a row
- Ishares Russell 1000 Growth - RUS 1000 GRW ETF+300%
now $6.4M
$ACNAccenture plc+41%
now $6.8M · held 13+ qtrs, 9 adds in a row
$COFCAPITAL ONE FINANCIAL CORP+18%
now $7.5M · held 13+ qtrs
$CCZCOMCAST CORP+17%
now $7.3M · held 13+ qtrs, 7 adds in a row
$OSBCOLD SECOND BANCORP INC+89%
now $1.4M · held 9 qtrs
+30 more in the Excel export
Trimmed (50)
$SPGSIMON PROPERTY GROUP INC.-100%
now $4K · held 13+ qtrs, 2 trims in a row
$AFLAFLAC INC-100%
now $4K · held 13+ qtrs, 2 trims in a row
now $109.0M · held 11 qtrs
$AMCRAmcor plc-100%
now $1K · held 5 qtrs, 2 trims in a row
$AMATAPPLIED MATERIALS INC /DE-41%
now $7.3M · held 5 qtrs, 3 trims in a row
$CSCOCISCO SYSTEMS, INC.-37%
now $6.6M · held 13+ qtrs, 8 trims in a row
+44 more in the Excel export
Holdings by quarter
Every 13F HUDSON EDGE INVESTMENT PARTNERS INC. has filed, 40 earlier quarters. Pick one to see what it held then.
Is it too late to follow HUDSON EDGE INVESTMENT PARTNERS?
Q2 2026 13F filed with the SEC on Jul 29, 2026. Prices are closing prices as of Oct 26, 2026.
Average quality of HUDSON EDGE INVESTMENT PARTNERS's top 20 holdings: 64/100 (our AI quality score, weighted by position size; 15 of the 20 are scored)
Top 10 since filing
+1.4%
Value-weighted move of the 10 largest stock positions
Turnover
9%
Last quarter; 24% over the last 4
Top 10 weight
50%
Share of the stock portfolio in its 10 largest positions
Held 4+ quarters
89%
Share of portfolio value in positions held a year or more
Highest-quality names it owns(among its 100 largest positions)
The 8 highest-scoring companies in this portfolio are a Pro feature.
How these are measured
- Moves since the quarter-end and since the filing date use our own daily closing prices, from the close on (or just before) each date to the latest close.
- Turnover is the lesser of shares bought or sold in a quarter, valued at the quarter-end prices in the 13F, divided by the average of the two quarters' stock portfolio values.
- Quarters held and add/trim streaks count back only through quarters whose filed holdings add up to the filing's own cover-page total (back to Q2 2023 for this fund). A change counts as an add or a trim when the split-adjusted share count moves by more than 1%.
- Estimate, not the fund's reported cost. For each quarter in the current holding period in which the fund's share count rose (split-adjusted), we take that quarter's average daily close and weight it by the shares added; sales do not change an average cost. Quarters where the stock's price history and the 13F's own implied price disagree by more than 2x are left out.
- Put and call option rows report the value of the underlying shares, not a position the fund paid for, so they are left out of all of the above.
Portfolio Overview
HUDSON EDGE INVESTMENT PARTNERS INC. disclosed 123 positions worth $732.0M in its Form 13F-HR for Q2 2026, led by $TSM (TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD) at 14.9% of the equity portfolio, followed by $ICLR and $RYAAY. During the quarter the fund opened 29 new positions and exited 7 — including a new stake in $APH and a full exit from $UDR. The portfolio is most concentrated in Technology (28.5% of disclosed assets). All figures are sourced directly from HUDSON EDGE INVESTMENT PARTNERS INC.’s Form 13F-HR filing with the SEC under CIK 740272.
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Every holding in HUDSON EDGE INVESTMENT PARTNERS INC.'s portfolio is scored on an AI quality ranking built from its SEC filings (ROIC, FCF margin, revenue growth, institutional flow, earnings quality, shareholder dilution, and more). Track accumulation and distribution quarter over quarter, identify conviction positions, and see AI stock analysis for each position — alongside 8,700+ other institutional filers and 2,800+ AI-ranked companies.