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

0$200.0M$400.0M$600.0M$800.0M Q1 2024: $512.2M $512.2M Q1 2024 Q2 2024: $517.6M Q2 2024 Q3 2024: $539.4M Q3 2024 Q4 2024: $542.4M Q4 2024 Q1 2025: $491.8M Q1 2025 Q2 2025: $584.4M Q2 2025 Q3 2025: $617.8M Q3 2025 Q4 2025: $674.9M Q4 2025 Q1 2026: $684.3M Q1 2026 Q2 2026: $732.0M Q2 2026

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%
BC Brunswick Corp. 0.10% 5,327 $514K Reduce -12.5%
CLH Clean Harbors Inc. 0.10% 2,551 $514K Reduce -0.3%
MSFT Microsoft Corp. 0.10% 1,212 $510K Add +8.9%
FNB FNB Corp. 0.10% 35,492 $500K Reduce -12.3%
IBCP Independent Bank Corp. - Mich 0.10% 19,703 $499K Add +36.0%
KNX Knight-Swift Transportation 0.10% 8,997 $495K Add +17.3%
AMN Amn Healthcare Services Inc. 0.10% 7,909 $494K Add +20.8%
ONB Old National Bancorp 0.09% 27,697 $482K Add +40.3%
JCI Johnson Controls Internation 0.09% 7,321 $478K Reduce -1.4%
SAM Boston Beer Company Inc. Class A 0.09% 1,547 $471K No change
NOC Northrop Grumman Corp. 0.09% 972 $465K Reduce -0.3%
HR Healthcare Realty Trust Inc. 0.09% 32,160 $455K Add +0.8%
SBRA Sabra Health Care REIT Inc. 0.09% 30,502 $451K Add +44.9%
EFSC Enterprise Financial Service 0.09% 11,094 $450K No change
HOLX Hologic Inc. 0.09% 5,679 $443K Reduce -0.3%
NVST Envista Holdings Corp. 0.08% 20,319 $434K No change
ENS Enersys 0.08% 4,517 $427K No change
APLE Apple Hospitality REIT Inc. 0.08% 25,807 $423K No change
ABCB Ameris Bancorp 0.08% 8,622 $417K Add +47.4%
KB KB Financial Group Inc.-ADR filed as KB FINL GROUP INC 0.08% 7,904 $412K Reduce -0.3%
MATV Mativ Holdings Inc. 0.08% 21,283 $399K No change
IDA Idacorp Inc. 0.08% 4,248 $395K No change
CTRA Coterra Energy Inc. 0.07% 13,589 $379K Reduce -1.8%
ALE Allete Inc. 0.07% 6,238 $372K No change
HELE Helen of Troy Ltd. 0.07% 3,182 $367K Add +20.6%
DLX Deluxe Corp. 0.07% 17,524 $361K Add +25.4%
ENSG The Ensign Group Inc. 0.07% 2,866 $357K Reduce -26.9%
VZ Verizon Communications Inc. 0.07% 8,371 $351K Reduce -7.7%
INMD Inmode Ltd. 0.07% 15,871 $343K Add +60.0%
RRX Regal Rexnord Corp. 0.07% 1,868 $336K Reduce -18.2%
BBWI Bath & Body Works Inc. 0.07% 6,657 $333K Reduce -0.3%
PRG Prog Holdings Inc. 0.06% 9,444 $325K Add +32.5%
AVA Avista Corp. 0.06% 9,126 $320K No change
CTRE Caretrust REIT Inc. 0.06% 12,967 $316K Reduce -16.9%
DE Deere & Co. 0.06% 763 $313K Reduce -11.0%
PFE Pfizer Inc. 0.06% 11,148 $309K Reduce -2.2%
PRFT Perficient Inc. 0.06% 5,310 $299K Add +26.8%
SSB Southstate Bank Corp. 0.06% 3,416 $290K Reduce -18.4%
LXP LXP Industrial Trust 0.06% 31,621 $285K No change
NXPI NXP Semiconductors NV 0.05% 1,117 $277K Reduce -5.5%
GTN Gray Media Inc. filed as GRAY TELEVISION INC 0.05% 40,556 $256K Add +47.5%
JLL Jones Lang Lasalle Inc. 0.05% 1,292 $252K No change
LHX L3HARRIS Technologies Inc. 0.05% 1,100 $234K Reduce -8.3%
LKQ LKQ Corp. 0.04% 4,100 $219K New
FLWS 1-800-Flowers.com Inc. Class A 0.04% 19,499 $211K No change
COHR Coherent Corp. 0.04% 3,245 $197K Reduce -40.0%
RTX RTX Corp. 0.04% 1,980 $193K New
CIEN Ciena Corp. 0.04% 3,894 $193K Reduce -53.7%
HTLF Heartland Financial USA Inc. 0.04% 5,424 $191K Reduce -26.1%
MGRC McGrath Rentcorp 0.03% 1,196 $148K Reduce -71.5%
AGM Federal Agric MTG Corp. Class C 0.03% 739 $145K Reduce -31.2%
AMAT Applied Materials Inc. 0.03% 647 $133K New
AHCO Adapthealth Corp. 0.02% 10,177 $117K New
LZB La-Z-Boy Inc. 0.02% 2,970 $112K New
FIS Fidelity National Info Serv 0.02% 1,257 $93K New
SBUX Starbucks Corp. 0.02% 894 $82K New
JBL Jabil Inc. 0.02% 607 $81K New
CRUS Cirrus Logic Inc. 0.01% 628 $58K New
UTHR United Therapeutics Corp. 0.01% 252 $58K New
HAIN Hain Celestial Group Inc. 0.01% 4,219 $33K New

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

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 123$732.0MTSM, ICLR, RYAAY, HDB, INFY
Q1 2026 101$684.3MTSM, INFY, RYAAY, HDB, ICLR
Q4 2025 87$674.9MTSM, RYAAY, HDB, INFY, ICLR
Q3 2025 88$617.8MTSM, RYAAY, HDB, INFY, ICLR
Q2 2025 91$584.4MHDB, RYAAY, TSM, INFY, ICLR
Q1 2025 101$491.8MHDB, RYAAY, TSM, ICLR, HCA
Q4 2024 187$542.4MHDB, TSM, RYAAY, ICLR, JPM
Q3 2024 195$539.4MHDB, ICLR, RYAAY, TSM, JPM
Q2 2024 192$517.6MHDB, ICLR, RYAAY, TSM, JPM
Q1 2024 160$512.2MRYAAY, ICLR, TSM, JPM, MET