Hudson Edge Investment Partners Inc.
In its 13F for Q2 2026 (holdings as of June 30, 2026, filed July 29, 2026), Hudson Edge Investment Partners Inc. reported 123 stock positions worth $732.0 million. Its top holding was Taiwan Semiconductor-SP ADR (TSM) at 14.9% of the portfolio, followed by Icon (ICLR, 8.7%) and Ryanair Holdings PLC-SP ADR (RYAAY, 8.2%). Compared with Q1 2026, it opened 29 new positions, sold out of 7, added to 35 and reduced 50. The biggest buy was Icon (ICLR, shares +15%) and the biggest sale Infosys Ltd.-SP ADR (INFY, shares −6%).
- Most Recent 13F
- Q2 2026
- Location
- JERSEY CITY, NJ
- CIK
- 0000740272
- Portfolio Value
- $732.0M (Q2 2026)
- SEC Filing
- 0001140361-26-030047 ↗ filed Jul 29, 2026
Holdings Value
Holdings 123 stocks · $732.0M
| TSM Taiwan Semiconductor-SP ADR | 14.90% | 228,303 | $109.0M | Reduce -5.8% |
| ICLR Icon PLC filed as ICON PUB LTD CO | 8.70% | 366,477 | $63.7M | Add +14.9% |
| RYAAY Ryanair Holdings PLC-SP ADR | 8.15% | 921,550 | $59.7M | Reduce -5.7% |
| HDB HDFC Bank Ltd.-ADR | 6.77% | 1,917,400 | $49.5M | Reduce -5.7% |
| INFY Infosys Ltd.-SP ADR | 6.02% | 4,200,490 | $44.1M | Reduce -5.7% |
| WBD Warner Bros Discovery Inc. | 1.28% | 352,007 | $9.4M | Reduce -7.8% |
| SNA Snap-on Inc. | 1.15% | 20,904 | $8.4M | Reduce -7.4% |
| APH Amphenol Corp. Class A | 1.12% | 46,494 | $8.2M | New |
| HBAN Huntington Bancshares Inc. | 1.12% | 460,945 | $8.2M | Reduce -2.0% |
| URI United Rentals Inc. | 1.11% | 7,203 | $8.2M | Reduce -30.0% |
| DOV Dover Corp. | 1.11% | 36,256 | $8.1M | Reduce -14.3% |
| GPC Genuine Parts Co. | 1.11% | 68,915 | $8.1M | Reduce -2.7% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 1.10% | 28,700 | $8.1M | Add +1.5% |
| HUBB Hubbell Inc. | 1.10% | 15,378 | $8.0M | Add +1.6% |
| HD Home Depot Inc. | 1.09% | 22,527 | $7.9M | Reduce -0.5% |
| JNJ Johnson & Johnson | 1.08% | 31,250 | $7.9M | Reduce -12.5% |
| CVS CVS Health Corp. | 1.08% | 76,628 | $7.9M | Reduce -26.9% |
| C Citigroup Inc. | 1.08% | 56,513 | $7.9M | Reduce -24.8% |
| MET Metlife Inc. | 1.07% | 92,606 | $7.8M | Reduce -7.5% |
| ALL Allstate Corp. | 1.07% | 32,785 | $7.8M | New |
| DG Dollar General Corp. | 1.06% | 67,361 | $7.8M | Add +3.3% |
| SJM The JM Smucker Co. filed as SMUCKER J M CO | 1.05% | 68,524 | $7.7M | Reduce -11.8% |
| STT State Street Corp. | 1.05% | 45,320 | $7.7M | Reduce -25.4% |
| ABBV Abbvie Inc. | 1.04% | 30,279 | $7.6M | Reduce -7.5% |
| JPM JPMorgan Chase & Co. | 1.04% | 23,260 | $7.6M | Reduce -16.6% |
| O Realty Income Corp. | 1.03% | 122,177 | $7.6M | Add +2.6% |
| OKE Oneok Inc. | 1.03% | 86,559 | $7.5M | Reduce -15.7% |
| MTB M & T Bank Corp. filed as M & T BK CORP | 1.03% | 31,589 | $7.5M | Reduce -19.4% |
| RPM RPM International Inc. | 1.02% | 67,329 | $7.5M | New |
| AMZN Amazon.com Inc. | 1.02% | 31,305 | $7.5M | New |
| COF Capital One Financial Corp. | 1.02% | 37,142 | $7.5M | Add +17.6% |
| BDX Becton Dickinson and Co. | 1.01% | 49,053 | $7.4M | Add +9.6% |
| BMY Bristol-Myers Squibb Co. | 1.01% | 128,460 | $7.4M | Reduce -7.5% |
| VMRK Vivmark Residential filed as EQUITY RESIDENTIAL | 1.01% | 108,814 | $7.4M | New |
| AMAT Applied Materials Inc. | 1.00% | 10,136 | $7.3M | Reduce -40.5% |
| LMT Lockheed Martin Corp. | 1.00% | 14,353 | $7.3M | Add +9.8% |
| CMCSA Comcast Corp. Class A | 1.00% | 297,036 | $7.3M | Add +16.9% |
| OMC Omnicom Group | 0.98% | 98,745 | $7.2M | Add +8.8% |
| AEP American Electric Power | 0.97% | 51,855 | $7.1M | Reduce -7.5% |
| EOG EOG Resources Inc. | 0.95% | 53,742 | $7.0M | Reduce -7.5% |
| MDT Medtronic PLC | 0.93% | 87,326 | $6.8M | Reduce -2.4% |
| COR Cencora Inc. | 0.93% | 24,124 | $6.8M | Add +2.7% |
| ACN Accenture PLC Class A | 0.93% | 54,754 | $6.8M | Add +41.2% |
| PEP Pepsico Inc. | 0.92% | 49,497 | $6.7M | Reduce -0.2% |
| CSCO Cisco Systems Inc. | 0.90% | 56,346 | $6.6M | Reduce -36.8% |
| KHC The Kraft Heinz Co. | 0.90% | 277,680 | $6.6M | Reduce -2.9% |
| DUK Duke Energy Corp. | 0.89% | 51,617 | $6.5M | Reduce -7.4% |
| NUE Nucor Corp. | 0.88% | 28,884 | $6.4M | Reduce -31.9% |
| IWF iShares Russell 1000 Growth | 0.87% | 51,560 | $6.4M | No change |
| HCA HCA Healthcare Inc. | 0.87% | 16,302 | $6.4M | Add +2.2% |
| COP Conocophillips | 0.86% | 60,479 | $6.3M | Reduce -7.5% |
| FISV Fiserv Inc. | 0.83% | 124,027 | $6.1M | Add +4.3% |
| STZ Constellation Brands Inc. Class A | 0.82% | 42,987 | $6.0M | Reduce -14.6% |
| ADBE Adobe Inc. | 0.74% | 26,539 | $5.4M | Reduce -2.0% |
| EFA iShares MSCI Eafe ETF | 0.67% | 47,196 | $4.9M | No change |
| SCHG Schwab US Large-Cap Growth | 0.23% | 49,466 | $1.7M | No change |
| BRC Brady Corporation Class A | 0.22% | 17,500 | $1.6M | Add +37.1% |
| PB Prosperity Bancshares Inc. | 0.22% | 21,839 | $1.6M | Add +0.8% |
| HOMB Home Bancshares Inc. | 0.21% | 54,357 | $1.6M | Add +0.7% |
| BLBD Blue Bird Corp. | 0.20% | 18,870 | $1.5M | Add +28.6% |
| ROCK Gibraltar Industries Inc. | 0.20% | 32,141 | $1.4M | Add +48.2% |
| OSBC Old Second Bancorp Inc. | 0.19% | 60,706 | $1.4M | Add +89.2% |
| ALG Alamo Group Inc. | 0.18% | 8,185 | $1.3M | Add +98.3% |
| VVV Valvoline Inc. | 0.18% | 33,928 | $1.3M | Add +19.6% |
| AHCO Adapthealth Corp. | 0.18% | 126,604 | $1.3M | Add +11.4% |
| LFUS Littelfuse Inc. | 0.17% | 2,805 | $1.3M | Add +8.8% |
| ST Sensata Technologies Holdplc | 0.17% | 25,900 | $1.2M | Reduce -4.0% |
| BC Brunswick Corp. | 0.16% | 14,196 | $1.2M | Add +0.8% |
| OLLI Ollie's Bargain Outlet Holdi | 0.16% | 15,209 | $1.2M | Add +46.5% |
| AGM Federal Agric MTG Corp. Class C | 0.15% | 5,649 | $1.1M | Reduce -20.0% |
| BDC Belden Inc. | 0.15% | 9,378 | $1.1M | Add +22.4% |
| ACWX iShares MSCI Acwi Ex US ETF | 0.15% | 14,722 | $1.1M | No change |
| STAG Stag Industrial Inc. | 0.14% | 27,153 | $1.0M | Add +19.6% |
| BOOT Boot Barn Holdings Inc. | 0.14% | 6,235 | $1.0M | New |
| MGRC McGrath Rentcorp | 0.14% | 8,406 | $1.0M | Add +9.0% |
| LXP LXP Industrial Trust | 0.13% | 18,184 | $980K | Add +1.4% |
| WCC Wesco International Inc. | 0.13% | 2,809 | $970K | Reduce -16.0% |
| IBCP Independent Bank Corp. - Mich | 0.13% | 26,424 | $953K | Add +25.9% |
| HR Healthcare Realty Trust Inc. | 0.13% | 46,835 | $945K | Add +0.8% |
| ENS Enersys | 0.13% | 3,916 | $916K | Reduce -27.4% |
| HRI Herc Holdings Inc. filed as HERC HLDGS INC | 0.12% | 6,173 | $885K | New |
| MKSI MKS Inc. | 0.12% | 1,947 | $866K | Reduce -48.9% |
| KNX Knight-Swift Transportation | 0.12% | 11,004 | $857K | Reduce -22.8% |
| ACWI iShares MSCI Acwi ETF | 0.11% | 4,910 | $771K | No change |
| WHD Cactus Inc. Class A | 0.10% | 14,498 | $743K | Reduce -20.7% |
| IEMG iShares Core MSCI Emerging | 0.10% | 8,750 | $725K | No change |
| EVR Evercore Inc. Class A | 0.09% | 2,008 | $686K | Add +49.7% |
| RRX Regal Rexnord Corp. | 0.09% | 2,757 | $657K | Reduce -40.6% |
| AWI Armstrong World Industries | 0.07% | 3,401 | $546K | New |
| PFF iShares Preferred & Income S | 0.07% | 17,431 | $531K | No change |
| CACI Caci International Inc. Class A | 0.06% | 994 | $460K | Add +20.2% |
| NMIH Nmi Holdings Inc. filed as NMI HLDGS INC | 0.05% | 9,149 | $376K | Reduce -28.4% |
| SLM SLM Corp. | 0.04% | 11,555 | $300K | Reduce -69.8% |
| RSP Invesco S&P 500 Equal Weight | 0.03% | 1,153 | $245K | No change |
| CW Curtiss-Wright Corp. | 0.03% | 319 | $242K | Add +0.6% |
| GLD SPDR Gold Shares | 0.03% | 630 | $232K | New |
| PRGS Progress Software Corp. | 0.02% | 3,948 | $133K | Reduce -74.0% |
| IJR iShares Core S&P Small-Cap E | 0.01% | 685 | $102K | No change |
| EXLS Exlservice Holdings Inc. | 0.01% | 3,411 | $88K | Reduce -42.3% |
| JBL Jabil Inc. | 0.00% | 19 | $7K | New |
Portfolio Sells Q1 2026 → Q2 2026
| INFY Infosys Ltd.-SP ADR | Reduce -5.7% | 6.02% | −2.77 |
| UDR Udr Inc. | Sold out | 0.00% | −1.12 |
| SPG Simon Property Group Inc. | Reduce -100.0% | 0.00% | −1.09 |
| AFL Aflac Inc. | Reduce -100.0% | 0.00% | −1.04 |
| AMCR Amcor PLC | Reduce -100.0% | 0.00% | −0.69 |
| HDB HDFC Bank Ltd.-ADR | Reduce -5.7% | 6.77% | −0.63 |
| COP Conocophillips | Reduce -7.5% | 0.86% | −0.40 |
| OKE Oneok Inc. | Reduce -15.7% | 1.03% | −0.33 |
| STZ Constellation Brands Inc. Class A | Reduce -14.6% | 0.82% | −0.29 |
| EOG EOG Resources Inc. | Reduce -7.5% | 0.95% | −0.28 |
| MPC Marathon Petroleum Corp. | Reduce -99.7% | 0.00% | −0.26 |
| WBD Warner Bros Discovery Inc. | Reduce -7.8% | 1.28% | −0.25 |
| BMY Bristol-Myers Squibb Co. | Reduce -7.5% | 1.01% | −0.22 |
| ADBE Adobe Inc. | Reduce -2.0% | 0.74% | −0.22 |
| PEP Pepsico Inc. | Reduce -0.2% | 0.92% | −0.21 |
| MDT Medtronic PLC | Reduce -2.4% | 0.93% | −0.20 |
| JNJ Johnson & Johnson | Reduce -12.5% | 1.08% | −0.19 |
| DOV Dover Corp. | Reduce -14.3% | 1.11% | −0.18 |
| DUK Duke Energy Corp. | Reduce -7.4% | 0.89% | −0.17 |
| NUE Nucor Corp. | Reduce -31.9% | 0.88% | −0.17 |
| C Citigroup Inc. | Reduce -24.8% | 1.08% | −0.17 |
| JPM JPMorgan Chase & Co. | Reduce -16.6% | 1.04% | −0.16 |
| MTB M & T Bank Corp. | Reduce -19.4% | 1.03% | −0.16 |
| TMHC Taylor Morrison Home Corp. | Sold out | 0.00% | −0.15 |
| CSCO Cisco Systems Inc. | Reduce -36.8% | 0.90% | −0.11 |
| AEP American Electric Power | Reduce -7.5% | 0.97% | −0.10 |
| RYAAY Ryanair Holdings PLC-SP ADR | Reduce -5.7% | 8.15% | −0.10 |
| IOSP Innospec Inc. | Sold out | 0.00% | −0.09 |
| SLM SLM Corp. | Reduce -69.8% | 0.04% | −0.08 |
| STT State Street Corp. | Reduce -25.4% | 1.05% | −0.07 |
| SNA Snap-on Inc. | Reduce -7.4% | 1.15% | −0.05 |
| VSNT Versant Media Group Inc. | Sold out | 0.00% | −0.05 |
| GTLS Chart Industries Inc. | Sold out | 0.00% | −0.04 |
| KHC The Kraft Heinz Co. | Reduce -2.9% | 0.90% | −0.04 |
| PRG Prog Holdings Inc. | Sold out | 0.00% | −0.04 |
| SJM The JM Smucker Co. | Reduce -11.8% | 1.05% | −0.04 |
| PRGS Progress Software Corp. | Reduce -74.0% | 0.02% | −0.04 |
| RRX Regal Rexnord Corp. | Reduce -40.6% | 0.09% | −0.04 |
| WHD Cactus Inc. Class A | Reduce -20.7% | 0.10% | −0.03 |
| NSA National Storage Affiliates | Sold out | 0.00% | −0.02 |
| NMIH Nmi Holdings Inc. | Reduce -28.4% | 0.05% | −0.02 |
| CVS CVS Health Corp. | Reduce -26.9% | 1.08% | −0.02 |
| EXLS Exlservice Holdings Inc. | Reduce -42.3% | 0.01% | −0.01 |
| ENS Enersys | Reduce -27.4% | 0.13% | −0.01 |
| MKSI MKS Inc. | Reduce -48.9% | 0.12% | −0.01 |
| KNX Knight-Swift Transportation | Reduce -22.8% | 0.12% | −0.00 |
| HD Home Depot Inc. | Reduce -0.5% | 1.09% | −0.00 |
| WCC Wesco International Inc. | Reduce -16.0% | 0.13% | −0.00 |
| ABBV Abbvie Inc. | Reduce -7.5% | 1.04% | +0.00 |
| AGM Federal Agric MTG Corp. Class C | Reduce -20.0% | 0.15% | +0.00 |
Portfolio Buys Q1 2026 → Q2 2026
| ICLR Icon PLC | Add +14.9% | 8.70% | +3.54 |
| APH Amphenol Corp. Class A | New | 1.12% | +1.12 |
| ALL Allstate Corp. | New | 1.07% | +1.07 |
| RPM RPM International Inc. | New | 1.02% | +1.02 |
| AMZN Amazon.com Inc. | New | 1.02% | +1.02 |
| VMRK Vivmark Residential | New | 1.01% | +1.01 |
| COF Capital One Financial Corp. | Add +17.6% | 1.02% | +0.18 |
| BOOT Boot Barn Holdings Inc. | New | 0.14% | +0.14 |
| HRI Herc Holdings Inc. | New | 0.12% | +0.12 |
| IBM Intl Business Machines Corp. | Add +1.5% | 1.10% | +0.10 |
| OSBC Old Second Bancorp Inc. | Add +89.2% | 0.19% | +0.10 |
| ALG Alamo Group Inc. | Add +98.3% | 0.18% | +0.08 |
| BLBD Blue Bird Corp. | Add +28.6% | 0.20% | +0.08 |
| AWI Armstrong World Industries | New | 0.07% | +0.07 |
| ROCK Gibraltar Industries Inc. | Add +48.2% | 0.20% | +0.07 |
| BRC Brady Corporation Class A | Add +37.1% | 0.22% | +0.07 |
| LFUS Littelfuse Inc. | Add +8.8% | 0.17% | +0.05 |
| VVV Valvoline Inc. | Add +19.6% | 0.18% | +0.04 |
| EVR Evercore Inc. Class A | Add +49.7% | 0.09% | +0.04 |
| GLD SPDR Gold Shares | New | 0.03% | +0.03 |
| IBCP Independent Bank Corp. - Mich | Add +25.9% | 0.13% | +0.03 |
| BDC Belden Inc. | Add +22.4% | 0.15% | +0.03 |
| STAG Stag Industrial Inc. | Add +19.6% | 0.14% | +0.02 |
| OLLI Ollie's Bargain Outlet Holdi | Add +46.5% | 0.16% | +0.02 |
| MGRC McGrath Rentcorp | Add +9.0% | 0.14% | +0.01 |
| BC Brunswick Corp. | Add +0.8% | 0.16% | +0.01 |
| HR Healthcare Realty Trust Inc. | Add +0.8% | 0.13% | +0.01 |
| HUBB Hubbell Inc. | Add +1.6% | 1.10% | +0.01 |
| LXP LXP Industrial Trust | Add +1.4% | 0.13% | +0.01 |
| PB Prosperity Bancshares Inc. | Add +0.8% | 0.22% | +0.01 |
| CW Curtiss-Wright Corp. | Add +0.6% | 0.03% | +0.00 |
| JBL Jabil Inc. | New | 0.00% | +0.00 |
| ARW Arrow Electronics Inc. | New | 0.00% | +0.00 |
| FFIV F5 Inc. | New | 0.00% | +0.00 |
| JAZZ Jazz Pharmaceuticals PLC | New | 0.00% | +0.00 |
| CRUS Cirrus Logic Inc. | New | 0.00% | +0.00 |
| PCAR Paccar Inc. | New | 0.00% | +0.00 |
| APLE Apple Hospitality REIT Inc. | New | 0.00% | +0.00 |
| CTRA Coterra Energy Inc. | New | 0.00% | +0.00 |
| MAA Mid-America Apartment Comm | New | 0.00% | +0.00 |
| OHI Omega Healthcare Investors | New | 0.00% | +0.00 |
| PNW Pinnacle West Capital | New | 0.00% | +0.00 |
| HSIC Henry Schein Inc. | New | 0.00% | +0.00 |
| AVY Avery Dennison Corp. | New | 0.00% | +0.00 |
| OGE Oge Energy Corp. | New | 0.00% | +0.00 |
| UHS Universal Health Services-B | New | 0.00% | +0.00 |
| ZBRA Zebra Technologies Corp. Class A | New | 0.00% | +0.00 |
| TAP Molson Coors Beverage Co. Class B | New | 0.00% | +0.00 |
| HELE Helen of Troy Ltd. | New | 0.00% | +0.00 |
| RHI Robert Half Inc. | New | 0.00% | +0.00 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 123 | $732.0M | TSM, ICLR, RYAAY, HDB, INFY |
| Q1 2026 | 101 | $684.3M | TSM, INFY, RYAAY, HDB, ICLR |
| Q4 2025 | 87 | $674.9M | TSM, RYAAY, HDB, INFY, ICLR |
| Q3 2025 | 88 | $617.8M | TSM, RYAAY, HDB, INFY, ICLR |
| Q2 2025 | 91 | $584.4M | HDB, RYAAY, TSM, INFY, ICLR |
| Q1 2025 | 101 | $491.8M | HDB, RYAAY, TSM, ICLR, HCA |
| Q4 2024 | 187 | $542.4M | HDB, TSM, RYAAY, ICLR, JPM |
| Q3 2024 | 195 | $539.4M | HDB, ICLR, RYAAY, TSM, JPM |
| Q2 2024 | 192 | $517.6M | HDB, ICLR, RYAAY, TSM, JPM |
| Q1 2024 | 160 | $512.2M | RYAAY, ICLR, TSM, JPM, MET |