Hudson Edge Investment Partners Inc.
Institutional manager — quarterly 13F holdings, Q ending 2026-03-31
Reported value
$684.3M
Q ending 2026-03-31
Prior quarter
$674.9M
Q ending 2025-12-31
Change
+1.4% QoQ · +39.1% YoY
Positions
101
reported holdings
Largest positions
Top 100 of 101 reported positions by value, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
| Holding | Ticker | Type | Value ▼ | Shares |
|---|---|---|---|---|
| Taiwan Semiconductor Manufacturing | TSM | Shares | $81.9M | 242K |
| Infosys Ltd | INFY | Shares | $60.2M | 4.5M |
| Ryanair Holdings Plc-Sp Adr | RYAAY | Shares | $56.5M | 977K |
| Hdfc Bank Ltd. | HDB | Shares | $50.6M | 2.0M |
| Icon Plc | Shares | $35.3M | 319K | |
| Warner Bros. Discovery Inc | WBD | Shares | $10.5M | 382K |
| Oneok Inc. | OKE | Shares | $9.3M | 103K |
| Dover Corp. | DOV | Shares | $8.8M | 42K |
| Johnson & Johnson | JNJ | Shares | $8.7M | 36K |
| Conoco Phillips | COP | Shares | $8.6M | 65K |
| Citigroup Inc | C | Shares | $8.5M | 75K |
| Bristol-Myers Squibb Co. | BMY | Shares | $8.4M | 139K |
| Eog Resources Inc. | EOG | Shares | $8.4M | 58K |
| Jpmorgan Chase & Co. | JPM | Shares | $8.2M | 28K |
| Snap-On Inc. | SNA | Shares | $8.2M | 23K |
| M & T Bank Corp | MTB | Shares | $8.1M | 39K |
| Lockheed Martin Corp. | LMT | Shares | $7.9M | 13K |
| Medtronic Plc | Shares | $7.8M | 90K | |
| Dollar General Corp. | DG | Shares | $7.7M | 65K |
| Pepsico Inc | PEP | Shares | $7.7M | 50K |
| Accenture Plc-Cl A | Shares | $7.7M | 39K | |
| State Street Corp. | STT | Shares | $7.7M | 61K |
| Udr Inc | UDR | Shares | $7.7M | 227K |
| Constellation Brands Inc | STZ | Shares | $7.5M | 50K |
| Hca Healthcare Inc | HCA | Shares | $7.5M | 16K |
| Cvs Health Corp | CVS | Shares | $7.5M | 105K |
| United Rentals Inc. | URI | Shares | $7.5M | 10K |
| Genuine Parts Co. | GPC | Shares | $7.5M | 71K |
| J.M. Smucker Co. | SJM | Shares | $7.5M | 78K |
| Simon Property Group Inc. | SPG | Shares | $7.5M | 40K |
| Home Depot Inc. | HD | Shares | $7.4M | 23K |
| Hubbell Inc. | HUBB | Shares | $7.4M | 15K |
| Cencora, Inc | COR | Shares | $7.4M | 23K |
| Huntington Bancshares Inc. | HBAN | Shares | $7.4M | 471K |
| American Electric Power Company In | AEP | Shares | $7.3M | 56K |
| Duke Energy Corp. | DUK | Shares | $7.3M | 56K |
| Comcast Corp | CMCSA | Shares | $7.3M | 254K |
| Realty Income Corp. | O | Shares | $7.3M | 119K |
| Nucor Corp. | NUE | Shares | $7.2M | 42K |
| Aflac Inc. | AFL | Shares | $7.1M | 65K |
| Abbvie Inc | ABBV | Shares | $7.1M | 33K |
| Metlife Inc | MET | Shares | $7.1M | 100K |
| Becton Dickinson And Co. | BDX | Shares | $7.0M | 45K |
| Cisco Systems Inc. | CSCO | Shares | $6.9M | 89K |
| International Business Machines Co | IBM | Shares | $6.9M | 28K |
| Omnicom Group Inc. | OMC | Shares | $6.8M | 91K |
| Fiserv Inc. | FISV | Shares | $6.6M | 119K |
| Adobe Inc | ADBE | Shares | $6.6M | 27K |
| Kraft Heinz Co | KHC | Shares | $6.4M | 286K |
| Applied Materials Inc. | AMAT | Shares | $5.8M | 17K |
| Capital One Financial Corp. | COF | Shares | $5.8M | 32K |
| Ishares Russell 1000 Growth | IWF | Shares | $5.5M | 13K |
| Amcor Plc | Shares | $4.7M | 119K | |
| Ishares Msci Eafe | EFA | Shares | $4.6M | 47K |
| Marathon Petroleum Corp | MPC | Shares | $1.8M | 7K |
| Prosperity Bancshares Inc. | PB | Shares | $1.5M | 22K |
| Home Bancshares Inc | HOMB | Shares | $1.5M | 54K |
| Schwab Strategic Trust | SCHG | Shares | $1.4M | 49K |
| Adapthealth Corp | AHCO | Shares | $1.4M | 114K |
| Federal Agricultural Mortgage Corp | AGM | Shares | $1.0M | 7K |
| Brady Corp. | BRC | Shares | $1.0M | 13K |
| Brunswick Corp. | BC | Shares | $1.0M | 14K |
| Taylor Morrison Home Corp | TMHC | Shares | $1.0M | 17K |
| Ishares Msci Acwi Ex U.S. | ACWX | Shares | $1.0M | 15K |
| Ollies Bargain Outlet Holdings Inc | OLLI | Shares | $956K | 10K |
| Valvoline Inc | VVV | Shares | $955K | 28K |
| Sensata Technologies Holding Plc | Shares | $951K | 27K | |
| Enersys | ENS | Shares | $937K | 5K |
| Wesco International Inc. | WCC | Shares | $915K | 3K |
| Belden Inc | BDC | Shares | $880K | 8K |
| Mks Instruments Inc. | MKSI | Shares | $876K | 4K |
| Littelfuse Inc. | LFUS | Shares | $875K | 3K |
| Regal Rexnord Corp | RRX | Shares | $869K | 5K |
| Cactus Inc | WHD | Shares | $866K | 18K |
| Gibraltar Industries Inc. | ROCK | Shares | $865K | 22K |
| Mcgrath Rentcorp | MGRC | Shares | $851K | 8K |
| Blue Bird Corp | BLBD | Shares | $833K | 15K |
| Lxp Industrial Trust | LXP | Shares | $830K | 18K |
| Knight-Swift Transportation Holdin | KNX | Shares | $821K | 14K |
| Slm Corp | SLM | Shares | $820K | 38K |
| Stag Industrial Inc | STAG | Shares | $819K | 23K |
| Healthcare Realty Trust Inc | HR | Shares | $790K | 46K |
| Independent Bank Corporation (Ioni | IBCP | Shares | $699K | 21K |
| Alamo Group Inc. | ALG | Shares | $681K | 4K |
| Ishares Msci All Country World | ACWI | Shares | $679K | 5K |
| Old Second Bancorporation Inc. | OSBC | Shares | $647K | 32K |
| Innospec Inc | IOSP | Shares | $611K | 8K |
| Ishares Core Msci Emerging Markets | IEMG | Shares | $610K | 9K |
| Ishares Preferred Etf | PFF | Shares | $529K | 17K |
| Nmi Holdings Inc | NMIH | Shares | $480K | 13K |
| Caci International Inc. | CACI | Shares | $450K | 827 |
| Evercore Inc | EVR | Shares | $400K | 1K |
| Progress Software Corp. | PRGS | Shares | $389K | 15K |
| Versant Media Group Inc | VSNT | Shares | $335K | 9K |
| Chart Industries Inc | I3N | Shares | $307K | 1K |
| Prog Holdings Inc | PRG | Shares | $298K | 10K |
| Invesco Capital Management Llc | RSP | Shares | $221K | 1K |
| Curtiss-Wright Corp. | CW | Shares | $216K | 317 |
| Exlservice Hldgs Inc | EXLS | Shares | $180K | 6K |
| National Storage Affiliates Trust | NSA | Shares | $159K | 4K |
Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.