Hudson Edge Investment Partners Inc.
In its 13F for Q1 2024 (holdings as of March 31, 2024, filed May 13, 2024), Hudson Edge Investment Partners Inc. reported 160 stock positions worth $512.2 million. Its top holding was Ryanair Holdings PLC-SP ADR (RYAAY) at 10.8% of the portfolio, followed by Icon (ICLR, 10.1%) and Taiwan Semiconductor-SP ADR (TSM, 6.9%). Compared with Q4 2023, it opened 14 new positions, added to 56 and reduced 64. The biggest buy was Icon (ICLR, shares +29%) and the biggest sale Zebra Technologies Class A (ZBRA, shares −29%).
- Most Recent 13F
- Q2 2026
- Location
- JERSEY CITY, NJ
- CIK
- 0000740272
- Portfolio Value
- $512.2M (Q1 2024)
- SEC Filing
- 0001140361-24-025604 ↗ filed May 13, 2024
Holdings Value
Holdings 160 stocks · $512.2M
| RYAAY Ryanair Holdings PLC-SP ADR | 10.76% | 378,700 | $55.1M | Add +28.5% |
| ICLR Icon PLC | 10.13% | 154,520 | $51.9M | Add +28.5% |
| TSM Taiwan Semiconductor-SP ADR | 6.93% | 260,955 | $35.5M | Add +13.3% |
| JPM JPMorgan Chase & Co. | 2.04% | 52,286 | $10.5M | Add +1.6% |
| MET Metlife Inc. | 1.57% | 108,734 | $8.1M | Add +1.0% |
| C Citigroup Inc. | 1.49% | 120,477 | $7.6M | Reduce -8.9% |
| JNJ Johnson & Johnson | 1.42% | 45,939 | $7.3M | Add +6.7% |
| SPG Simon Property Group Inc. | 1.42% | 46,355 | $7.3M | Reduce -2.0% |
| LMT Lockheed Martin Corp. | 1.35% | 15,181 | $6.9M | Add +10.9% |
| ABBV Abbvie Inc. | 1.33% | 37,499 | $6.8M | Reduce -9.9% |
| COF Capital One Financial Corp. | 1.33% | 45,605 | $6.8M | Reduce -3.8% |
| BMY Bristol-Myers Squibb Co. | 1.32% | 124,265 | $6.7M | Add +7.3% |
| STT State Street Corp. | 1.30% | 86,419 | $6.7M | Add +8.6% |
| MPC Marathon Petroleum Corp. | 1.30% | 32,928 | $6.6M | Reduce -2.1% |
| EOG EOG Resources Inc. | 1.29% | 51,567 | $6.6M | Add +20.2% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 1.28% | 34,270 | $6.5M | Reduce -8.4% |
| DOV Dover Corp. | 1.28% | 36,919 | $6.5M | Add +3.5% |
| CFG Citizens Financial Group | 1.27% | 179,577 | $6.5M | Reduce -6.5% |
| HUBB Hubbell Inc. | 1.27% | 15,639 | $6.5M | Reduce -6.9% |
| SNA Snap-on Inc. | 1.27% | 21,894 | $6.5M | Add +2.1% |
| EMR Emerson Electric Co. | 1.26% | 57,115 | $6.5M | Add +1.0% |
| URI United Rentals Inc. | 1.26% | 8,931 | $6.4M | Reduce -20.7% |
| UNH Unitedhealth Group Inc. | 1.23% | 12,755 | $6.3M | Add +16.1% |
| NRG NRG Energy Inc. | 1.23% | 93,005 | $6.3M | Reduce -24.1% |
| XOM Exxon Mobil Corp. | 1.22% | 53,940 | $6.3M | Add +2.5% |
| AEP American Electric Power | 1.22% | 72,783 | $6.3M | Add +9.0% |
| FISV Fiserv Inc. | 1.22% | 39,055 | $6.2M | Reduce -3.5% |
| AFL Aflac Inc. | 1.21% | 72,384 | $6.2M | Add +11.2% |
| MTB M & T Bank Corp. filed as M & T BK CORP | 1.21% | 42,649 | $6.2M | Add +4.0% |
| CVS CVS Health Corp. | 1.21% | 77,669 | $6.2M | Add +8.1% |
| HCA HCA Healthcare Inc. | 1.19% | 18,347 | $6.1M | Reduce -11.4% |
| KHC The Kraft Heinz Co. | 1.19% | 164,864 | $6.1M | Add +3.3% |
| COP Conocophillips | 1.19% | 47,748 | $6.1M | Add +2.6% |
| STZ Constellation Brands Inc. Class A | 1.19% | 22,356 | $6.1M | Reduce -7.5% |
| CSCO Cisco Systems Inc. | 1.17% | 119,566 | $6.0M | Add +7.9% |
| HD Home Depot Inc. | 1.15% | 15,401 | $5.9M | Add +2.6% |
| XEL Xcel Energy Inc. | 1.13% | 107,577 | $5.8M | Add +22.3% |
| BERY Berry Global Group Inc. | 1.12% | 94,669 | $5.7M | Add +19.1% |
| CMCSA Comcast Corp. Class A | 1.11% | 131,113 | $5.7M | Add +15.1% |
| INTC Intel Corp. | 1.10% | 127,277 | $5.6M | Add +20.3% |
| IPG Interpublic Group of Cos Inc. | 1.08% | 170,224 | $5.6M | Add +2.3% |
| GPC Genuine Parts Co. | 1.07% | 35,334 | $5.5M | Reduce -9.9% |
| DG Dollar General Corp. | 1.06% | 34,778 | $5.4M | Add +17.8% |
| DGX Quest Diagnostics Inc. | 1.06% | 40,742 | $5.4M | Add +11.6% |
| KO The Coca-Cola Co. | 1.06% | 88,472 | $5.4M | Add +2.1% |
| ETR Entergy Corp. | 1.05% | 50,783 | $5.4M | New |
| HSIC Henry Schein Inc. | 1.03% | 69,613 | $5.3M | Reduce -8.7% |
| TMO Thermo Fisher Scientific Inc. | 1.02% | 8,953 | $5.2M | Reduce -14.1% |
| HSY The Hershey Co. | 0.99% | 26,147 | $5.1M | Add +39.2% |
| SJM The JM Smucker Co. filed as SMUCKER J M CO | 0.95% | 38,527 | $4.8M | Add +16.3% |
| ZBRA Zebra Technologies Corp. Class A | 0.90% | 15,214 | $4.6M | Reduce -29.4% |
| WBD Warner Bros Discovery Inc. | 0.78% | 457,236 | $4.0M | Add +10.6% |
| NUE Nucor Corp. | 0.60% | 15,510 | $3.1M | Reduce -6.6% |
| LOW Lowe's Cos Inc. | 0.58% | 11,622 | $3.0M | Reduce -2.8% |
| MCD McDonald's Corp. | 0.52% | 9,453 | $2.7M | Reduce -5.0% |
| AAPL Apple Inc. | 0.40% | 11,927 | $2.0M | Reduce -7.0% |
| V Visa Inc. Class A | 0.39% | 7,095 | $2.0M | Reduce -2.7% |
| QCOM Qualcomm Inc. | 0.38% | 11,618 | $2.0M | Reduce -3.5% |
| LRCX Lam Research Corp. | 0.37% | 1,932 | $1.9M | Reduce -8.7% |
| PEP Pepsico Inc. | 0.34% | 10,070 | $1.8M | Reduce -2.4% |
| GOOG Alphabet Inc. Class C | 0.31% | 10,465 | $1.6M | Reduce -9.3% |
| GOOGL Alphabet Inc. Class A | 0.28% | 9,581 | $1.4M | Reduce -3.5% |
| CI The Cigna Group | 0.21% | 2,903 | $1.1M | Reduce -6.6% |
| BX Blackstone Inc. | 0.19% | 7,283 | $957K | Reduce -6.3% |
| ACN Accenture PLC Class A | 0.18% | 2,640 | $915K | Add +0.4% |
| J Jacobs Solutions Inc. | 0.18% | 5,885 | $905K | New |
| CVX Chevron Corp. | 0.17% | 5,431 | $857K | Reduce -6.5% |
| EVR Evercore Inc. Class A | 0.16% | 4,186 | $806K | No change |
| AMZN Amazon.com Inc. | 0.15% | 4,176 | $753K | Reduce -0.3% |
| WKC World Kinect Corp. | 0.15% | 28,315 | $749K | No change |
| SLM SLM Corp. | 0.14% | 33,639 | $733K | Reduce -9.0% |
| MCHP Microchip Technology Inc. | 0.14% | 8,061 | $723K | Reduce -6.9% |
| ALG Alamo Group Inc. | 0.14% | 3,151 | $719K | No change |
| EFOR Everforth Inc. filed as ASGN INC | 0.14% | 6,798 | $712K | No change |
| HOMB Home Bancshares Inc. | 0.13% | 27,471 | $675K | No change |
| NVDA Nvidia Corp. | 0.13% | 744 | $672K | Reduce -4.5% |
| NMIH Nmi Holdings Inc. filed as NMI HLDGS INC | 0.13% | 20,078 | $649K | No change |
| CW Curtiss-Wright Corp. | 0.13% | 2,526 | $647K | Add +10.9% |
| MRK Merck & Co. Inc. | 0.12% | 4,849 | $640K | Reduce -0.2% |
| SEI Solaris Energy Infrastructur | 0.12% | 72,903 | $632K | Add +13.8% |
| WCC Wesco International Inc. | 0.12% | 3,657 | $626K | Add +33.8% |
| LYB Lyondellbasell Indu Class A | 0.12% | 6,041 | $618K | Reduce -5.5% |
| CACI Caci International Inc. Class A | 0.12% | 1,605 | $608K | Reduce -10.4% |
| IOSP Innospec Inc. | 0.12% | 4,693 | $605K | No change |
| MMS Maximus Inc. | 0.12% | 7,155 | $600K | No change |
| CHX Championx Corp. | 0.12% | 16,583 | $595K | No change |
| RL Ralph Lauren Corp. | 0.11% | 3,114 | $585K | Reduce -0.3% |
| PRGS Progress Software Corp. | 0.11% | 10,933 | $583K | Reduce -2.0% |
| NGVT Ingevity Corp. | 0.11% | 11,939 | $569K | No change |
| ABNB Airbnb Inc. Class A | 0.11% | 3,423 | $565K | Reduce -0.3% |
| VVV Valvoline Inc. | 0.11% | 12,595 | $561K | No change |
| SSNHZ Samsung Electr-GDR Reg S | 0.11% | 376 | $559K | New |
| STAG Stag Industrial Inc. | 0.11% | 14,456 | $556K | No change |
| SIGI Selective Insurance Group | 0.11% | 5,075 | $554K | No change |
| NEE Nextera Energy Inc. | 0.11% | 8,600 | $550K | Reduce -4.4% |
| CRI Carter's Inc. | 0.11% | 6,361 | $539K | No change |
| NNN NNN REIT Inc. | 0.11% | 12,600 | $539K | Add +48.6% |
| HWC Hancock Whitney Corp. | 0.10% | 11,675 | $538K | Add +15.7% |
| LBRT Liberty Energy Inc. | 0.10% | 25,836 | $535K | Add +49.8% |
| JBSS John B. Sanfilippo & Son Inc. filed as SANFILIPPO JOHN B & SON INC | 0.10% | 5,050 | $535K | Add +36.9% |
Portfolio Sells Q4 2023 → Q1 2024
| ZBRA Zebra Technologies Corp. Class A | Reduce -29.4% | 0.90% | −0.47 |
| HSIC Henry Schein Inc. | Reduce -8.7% | 1.03% | −0.31 |
| TMO Thermo Fisher Scientific Inc. | Reduce -14.1% | 1.02% | −0.27 |
| NRG NRG Energy Inc. | Reduce -24.1% | 1.23% | −0.24 |
| URI United Rentals Inc. | Reduce -20.7% | 1.26% | −0.24 |
| CFG Citizens Financial Group | Reduce -6.5% | 1.27% | −0.21 |
| GPC Genuine Parts Co. | Reduce -9.9% | 1.07% | −0.19 |
| AAPL Apple Inc. | Reduce -7.0% | 0.40% | −0.17 |
| STZ Constellation Brands Inc. Class A | Reduce -7.5% | 1.19% | −0.17 |
| ABBV Abbvie Inc. | Reduce -9.9% | 1.33% | −0.16 |
| MCD McDonald's Corp. | Reduce -5.0% | 0.52% | −0.16 |
| SPG Simon Property Group Inc. | Reduce -2.0% | 1.42% | −0.15 |
| IBM Intl Business Machines Corp. | Reduce -8.4% | 1.28% | −0.14 |
| COF Capital One Financial Corp. | Reduce -3.8% | 1.33% | −0.12 |
| HCA HCA Healthcare Inc. | Reduce -11.4% | 1.19% | −0.11 |
| C Citigroup Inc. | Reduce -8.9% | 1.49% | −0.09 |
| MGRC McGrath Rentcorp | Reduce -71.5% | 0.03% | −0.09 |
| NUE Nucor Corp. | Reduce -6.6% | 0.60% | −0.07 |
| GOOG Alphabet Inc. Class C | Reduce -9.3% | 0.31% | −0.07 |
| PEP Pepsico Inc. | Reduce -2.4% | 0.34% | −0.06 |
| V Visa Inc. Class A | Reduce -2.7% | 0.39% | −0.05 |
| CIEN Ciena Corp. | Reduce -53.7% | 0.04% | −0.05 |
| BX Blackstone Inc. | Reduce -6.3% | 0.19% | −0.05 |
| MCHP Microchip Technology Inc. | Reduce -6.9% | 0.14% | −0.04 |
| LOW Lowe's Cos Inc. | Reduce -2.8% | 0.58% | −0.04 |
| GOOGL Alphabet Inc. Class A | Reduce -3.5% | 0.28% | −0.04 |
| BC Brunswick Corp. | Reduce -12.5% | 0.10% | −0.04 |
| CVX Chevron Corp. | Reduce -6.5% | 0.17% | −0.03 |
| ENSG The Ensign Group Inc. | Reduce -26.9% | 0.07% | −0.03 |
| FNB FNB Corp. | Reduce -12.3% | 0.10% | −0.03 |
| FISV Fiserv Inc. | Reduce -3.5% | 1.22% | −0.03 |
| HTLF Heartland Financial USA Inc. | Reduce -26.1% | 0.04% | −0.03 |
| PRGS Progress Software Corp. | Reduce -2.0% | 0.11% | −0.03 |
| SSB Southstate Bank Corp. | Reduce -18.4% | 0.06% | −0.03 |
| SLM SLM Corp. | Reduce -9.0% | 0.14% | −0.02 |
| QCOM Qualcomm Inc. | Reduce -3.5% | 0.38% | −0.02 |
| LYB Lyondellbasell Indu Class A | Reduce -5.5% | 0.12% | −0.02 |
| NEE Nextera Energy Inc. | Reduce -4.4% | 0.11% | −0.02 |
| CTRE Caretrust REIT Inc. | Reduce -16.9% | 0.06% | −0.02 |
| AGM Federal Agric MTG Corp. Class C | Reduce -31.2% | 0.03% | −0.02 |
| LRCX Lam Research Corp. | Reduce -8.7% | 0.37% | −0.02 |
| DE Deere & Co. | Reduce -11.0% | 0.06% | −0.02 |
| COHR Coherent Corp. | Reduce -40.0% | 0.04% | −0.02 |
| CACI Caci International Inc. Class A | Reduce -10.4% | 0.12% | −0.02 |
| PFE Pfizer Inc. | Reduce -2.2% | 0.06% | −0.02 |
| HUBB Hubbell Inc. | Reduce -6.9% | 1.27% | −0.02 |
| NOC Northrop Grumman Corp. | Reduce -0.3% | 0.09% | −0.02 |
| LHX L3HARRIS Technologies Inc. | Reduce -8.3% | 0.05% | −0.01 |
| RRX Regal Rexnord Corp. | Reduce -18.2% | 0.07% | −0.01 |
| VZ Verizon Communications Inc. | Reduce -7.7% | 0.07% | −0.01 |
Portfolio Buys Q4 2023 → Q1 2024
| ICLR Icon PLC | Add +28.5% | 10.13% | +2.23 |
| RYAAY Ryanair Holdings PLC-SP ADR | Add +28.5% | 10.76% | +1.64 |
| TSM Taiwan Semiconductor-SP ADR | Add +13.3% | 6.93% | +1.37 |
| ETR Entergy Corp. | New | 1.05% | +1.05 |
| HSY The Hershey Co. | Add +39.2% | 0.99% | +0.18 |
| J Jacobs Solutions Inc. | New | 0.18% | +0.18 |
| DG Dollar General Corp. | Add +17.8% | 1.06% | +0.13 |
| SSNHZ Samsung Electr-GDR Reg S | New | 0.11% | +0.11 |
| EOG EOG Resources Inc. | Add +20.2% | 1.29% | +0.08 |
| LKQ LKQ Corp. | New | 0.04% | +0.04 |
| RTX RTX Corp. | New | 0.04% | +0.04 |
| LBRT Liberty Energy Inc. | Add +49.8% | 0.10% | +0.03 |
| AMAT Applied Materials Inc. | New | 0.03% | +0.03 |
| AHCO Adapthealth Corp. | New | 0.02% | +0.02 |
| LZB La-Z-Boy Inc. | New | 0.02% | +0.02 |
| NNN NNN REIT Inc. | Add +48.6% | 0.11% | +0.02 |
| FIS Fidelity National Info Serv | New | 0.02% | +0.02 |
| SBRA Sabra Health Care REIT Inc. | Add +44.9% | 0.09% | +0.02 |
| ONB Old National Bancorp | Add +40.3% | 0.09% | +0.02 |
| JBSS John B. Sanfilippo & Son Inc. | Add +36.9% | 0.10% | +0.02 |
| SBUX Starbucks Corp. | New | 0.02% | +0.02 |
| JBL Jabil Inc. | New | 0.02% | +0.02 |
| INMD Inmode Ltd. | Add +60.0% | 0.07% | +0.02 |
| JPM JPMorgan Chase & Co. | Add +1.6% | 2.04% | +0.01 |
| PRG Prog Holdings Inc. | Add +32.5% | 0.06% | +0.01 |
| WCC Wesco International Inc. | Add +33.8% | 0.12% | +0.01 |
| CRUS Cirrus Logic Inc. | New | 0.01% | +0.01 |
| UTHR United Therapeutics Corp. | New | 0.01% | +0.01 |
| IBCP Independent Bank Corp. - Mich | Add +36.0% | 0.10% | +0.01 |
| ABCB Ameris Bancorp | Add +47.4% | 0.08% | +0.01 |
| CW Curtiss-Wright Corp. | Add +10.9% | 0.13% | +0.01 |
| HAIN Hain Celestial Group Inc. | New | 0.01% | +0.01 |
| SEI Solaris Energy Infrastructur | Add +13.8% | 0.12% | +0.01 |
| DOV Dover Corp. | Add +3.5% | 1.28% | +0.00 |
| XOM Exxon Mobil Corp. | Add +2.5% | 1.22% | +0.00 |
| MSFT Microsoft Corp. | Add +8.9% | 0.10% | +0.00 |
| DLX Deluxe Corp. | Add +25.4% | 0.07% | +0.00 |
| HELE Helen of Troy Ltd. | Add +20.6% | 0.07% | −0.00 |
| PRFT Perficient Inc. | Add +26.8% | 0.06% | −0.01 |
| KNX Knight-Swift Transportation | Add +17.3% | 0.10% | −0.01 |
| GTN Gray Media Inc. | Add +47.5% | 0.05% | −0.01 |
| HWC Hancock Whitney Corp. | Add +15.7% | 0.10% | −0.01 |
| EMR Emerson Electric Co. | Add +1.0% | 1.26% | −0.01 |
| AMN Amn Healthcare Services Inc. | Add +20.8% | 0.10% | −0.02 |
| SJM The JM Smucker Co. | Add +16.3% | 0.95% | −0.03 |
| AFL Aflac Inc. | Add +11.2% | 1.21% | −0.03 |
| ACN Accenture PLC Class A | Add +0.4% | 0.18% | −0.04 |
| AEP American Electric Power | Add +9.0% | 1.22% | −0.04 |
| HR Healthcare Realty Trust Inc. | Add +0.8% | 0.09% | −0.04 |
| CMCSA Comcast Corp. Class A | Add +15.1% | 1.11% | −0.05 |
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 |