Hudson Edge Investment Partners Inc.
In its 13F for Q2 2024 (holdings as of June 30, 2024, filed August 6, 2024), Hudson Edge Investment Partners Inc. reported 192 stock positions worth $517.6 million. Its top holding was HDFC Bank Ltd.-ADR (HDB) at 9.9% of the portfolio, followed by Icon (ICLR, 9.0%) and Ryanair Holdings PLC-SP ADR (RYAAY, 8.3%). Compared with Q1 2024, it opened 43 new positions, sold out of 11, added to 36 and reduced 65. The biggest buy was a new position in HDFC Bank Ltd.-ADR (HDB) and the biggest sale Ryanair Holdings PLC-SP ADR (RYAAY, shares −3%).
- Most Recent 13F
- Q2 2026
- Location
- JERSEY CITY, NJ
- CIK
- 0000740272
- Portfolio Value
- $517.6M (Q2 2024)
- SEC Filing
- 0001140361-24-035949 ↗ filed Aug 6, 2024
Holdings Value
Holdings 192 stocks · $517.6M
| HDB HDFC Bank Ltd.-ADR | 9.85% | 792,800 | $51.0M | New |
| ICLR Icon PLC | 9.03% | 149,100 | $46.7M | Reduce -3.5% |
| RYAAY Ryanair Holdings PLC-SP ADR | 8.28% | 368,100 | $42.9M | Reduce -2.8% |
| TSM Taiwan Semiconductor-SP ADR | 6.68% | 198,955 | $34.6M | Reduce -23.8% |
| JPM JPMorgan Chase & Co. | 1.98% | 50,661 | $10.2M | Reduce -3.1% |
| MET Metlife Inc. | 1.43% | 105,514 | $7.4M | Reduce -3.0% |
| C Citigroup Inc. | 1.43% | 116,377 | $7.4M | Reduce -3.4% |
| JNJ Johnson & Johnson | 1.41% | 49,925 | $7.3M | Add +8.7% |
| SPG Simon Property Group Inc. | 1.32% | 45,101 | $6.8M | Reduce -2.7% |
| ABBV Abbvie Inc. | 1.27% | 38,250 | $6.6M | Add +2.0% |
| LMT Lockheed Martin Corp. | 1.24% | 13,732 | $6.4M | Reduce -9.5% |
| UNH Unitedhealth Group Inc. | 1.22% | 12,402 | $6.3M | Reduce -2.8% |
| ETR Entergy Corp. | 1.21% | 58,497 | $6.3M | Add +15.2% |
| CSCO Cisco Systems Inc. | 1.21% | 131,659 | $6.3M | Add +10.1% |
| XEL Xcel Energy Inc. | 1.21% | 117,087 | $6.3M | Add +8.8% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 1.20% | 36,038 | $6.2M | Add +5.2% |
| STT State Street Corp. | 1.19% | 83,492 | $6.2M | Reduce -3.4% |
| URI United Rentals Inc. | 1.19% | 9,525 | $6.2M | Add +6.7% |
| AEP American Electric Power | 1.18% | 69,398 | $6.1M | Reduce -4.7% |
| EMR Emerson Electric Co. | 1.17% | 55,163 | $6.1M | Reduce -3.4% |
| XOM Exxon Mobil Corp. | 1.16% | 52,085 | $6.0M | Reduce -3.4% |
| HUBB Hubbell Inc. | 1.15% | 16,317 | $6.0M | Add +4.3% |
| CMCSA Comcast Corp. Class A | 1.15% | 152,171 | $6.0M | Add +16.1% |
| KHC The Kraft Heinz Co. | 1.15% | 184,191 | $5.9M | Add +11.7% |
| DOV Dover Corp. | 1.14% | 32,621 | $5.9M | Reduce -11.6% |
| HD Home Depot Inc. | 1.13% | 17,024 | $5.9M | Add +10.5% |
| MPC Marathon Petroleum Corp. | 1.13% | 33,692 | $5.8M | Add +2.3% |
| COP Conocophillips | 1.12% | 50,552 | $5.8M | Add +5.9% |
| CFG Citizens Financial Group | 1.12% | 160,234 | $5.8M | Reduce -10.8% |
| COF Capital One Financial Corp. | 1.11% | 41,584 | $5.8M | Reduce -8.8% |
| MTB M & T Bank Corp. filed as M & T BK CORP | 1.11% | 38,024 | $5.8M | Reduce -10.8% |
| SNA Snap-on Inc. | 1.11% | 21,963 | $5.7M | Add +0.3% |
| FISV Fiserv Inc. | 1.10% | 38,216 | $5.7M | Reduce -2.1% |
| STZ Constellation Brands Inc. Class A | 1.08% | 21,673 | $5.6M | Reduce -3.1% |
| AFL Aflac Inc. | 1.07% | 62,136 | $5.5M | Reduce -14.2% |
| BMY Bristol-Myers Squibb Co. | 1.05% | 131,022 | $5.4M | Add +5.4% |
| EOG EOG Resources Inc. | 1.05% | 42,996 | $5.4M | Reduce -16.6% |
| HCA HCA Healthcare Inc. | 1.04% | 16,810 | $5.4M | Reduce -8.4% |
| GPC Genuine Parts Co. | 1.02% | 38,182 | $5.3M | Add +8.1% |
| HSY The Hershey Co. | 0.99% | 27,846 | $5.1M | Add +6.5% |
| INTC Intel Corp. | 0.97% | 162,272 | $5.0M | Add +27.5% |
| KO The Coca-Cola Co. | 0.94% | 76,579 | $4.9M | Reduce -13.4% |
| IPG Interpublic Group of Cos Inc. | 0.93% | 165,084 | $4.8M | Reduce -3.0% |
| CVS CVS Health Corp. | 0.92% | 80,985 | $4.8M | Add +4.3% |
| BERY Berry Global Group Inc. | 0.92% | 81,085 | $4.8M | Reduce -14.3% |
| DG Dollar General Corp. | 0.92% | 35,909 | $4.7M | Add +3.3% |
| NUE Nucor Corp. | 0.88% | 28,922 | $4.6M | Add +86.5% |
| COR Cencora Inc. | 0.87% | 20,086 | $4.5M | New |
| HSIC Henry Schein Inc. | 0.83% | 67,272 | $4.3M | Reduce -3.4% |
| SJM The JM Smucker Co. filed as SMUCKER J M CO | 0.83% | 39,446 | $4.3M | Add +2.4% |
| DGX Quest Diagnostics Inc. | 0.80% | 30,343 | $4.2M | Reduce -25.5% |
| WBD Warner Bros Discovery Inc. | 0.71% | 491,852 | $3.7M | Add +7.6% |
| ACN Accenture PLC Class A | 0.70% | 11,863 | $3.6M | Add +349.4% |
| UDR Udr Inc. | 0.54% | 67,853 | $2.8M | New |
| LOW Lowe's Cos Inc. | 0.49% | 11,622 | $2.6M | No change |
| AAPL Apple Inc. | 0.47% | 11,485 | $2.4M | Reduce -3.7% |
| MCD McDonald's Corp. | 0.46% | 9,353 | $2.4M | Reduce -1.1% |
| LRCX Lam Research Corp. | 0.40% | 1,932 | $2.1M | No change |
| GOOG Alphabet Inc. Class C | 0.37% | 10,465 | $1.9M | No change |
| V Visa Inc. Class A | 0.36% | 7,095 | $1.9M | No change |
| PEP Pepsico Inc. | 0.32% | 10,070 | $1.7M | No change |
| QCOM Qualcomm Inc. | 0.32% | 8,300 | $1.7M | Reduce -28.6% |
| BLK BlackRock Finance Inc. | 0.27% | 1,792 | $1.4M | New |
| GOOGL Alphabet Inc. Class A | 0.24% | 6,927 | $1.3M | Reduce -27.7% |
| NRG NRG Energy Inc. | 0.20% | 13,253 | $1.0M | Reduce -85.8% |
| NVDA Nvidia Corp. | 0.18% | 7,440 | $919K | No change |
| BX Blackstone Inc. | 0.17% | 7,283 | $902K | No change |
| CVX Chevron Corp. | 0.16% | 5,431 | $850K | No change |
| J Jacobs Solutions Inc. | 0.16% | 5,967 | $834K | Add +1.4% |
| EVR Evercore Inc. Class A | 0.15% | 3,728 | $777K | Reduce -10.9% |
| PRGS Progress Software Corp. | 0.14% | 13,665 | $741K | Add +25.0% |
| MCHP Microchip Technology Inc. | 0.14% | 7,961 | $728K | Reduce -1.2% |
| HOMB Home Bancshares Inc. | 0.14% | 30,398 | $728K | Add +10.7% |
| SLM SLM Corp. | 0.14% | 33,639 | $699K | No change |
| CACI Caci International Inc. Class A | 0.13% | 1,605 | $690K | No change |
| CW Curtiss-Wright Corp. | 0.13% | 2,526 | $684K | No change |
| NMIH Nmi Holdings Inc. filed as NMI HLDGS INC | 0.13% | 20,078 | $683K | No change |
| WKC World Kinect Corp. | 0.13% | 25,727 | $664K | Reduce -9.1% |
| SEI Solaris Energy Infrastructur | 0.12% | 72,903 | $626K | No change |
| ALG Alamo Group Inc. | 0.12% | 3,575 | $618K | Add +13.5% |
| MMS Maximus Inc. | 0.12% | 7,155 | $613K | No change |
| CI The Cigna Group | 0.12% | 1,847 | $611K | Reduce -36.4% |
| NEE Nextera Energy Inc. | 0.12% | 8,600 | $609K | No change |
| MRK Merck & Co. Inc. | 0.12% | 4,849 | $600K | No change |
| EFOR Everforth Inc. filed as ASGN INC | 0.12% | 6,798 | $599K | No change |
| AMZN Amazon.com Inc. | 0.11% | 3,013 | $582K | Reduce -27.9% |
| IOSP Innospec Inc. | 0.11% | 4,693 | $580K | No change |
| LYB Lyondellbasell Indu Class A | 0.11% | 6,041 | $578K | No change |
| HWC Hancock Whitney Corp. | 0.11% | 11,675 | $558K | No change |
| VVV Valvoline Inc. | 0.11% | 12,595 | $544K | No change |
| LBRT Liberty Energy Inc. | 0.10% | 25,836 | $540K | No change |
| NNN NNN REIT Inc. | 0.10% | 12,600 | $537K | No change |
| WCC Wesco International Inc. | 0.10% | 3,386 | $537K | Reduce -7.4% |
| IBCP Independent Bank Corp. - Mich | 0.10% | 19,703 | $532K | No change |
| ENS Enersys | 0.10% | 5,083 | $526K | Add +12.5% |
| NGVT Ingevity Corp. | 0.10% | 11,939 | $522K | No change |
| STAG Stag Industrial Inc. | 0.10% | 14,456 | $521K | No change |
| KNX Knight-Swift Transportation | 0.10% | 10,411 | $520K | Add +15.7% |
| FOXF Fox Factory Holding Corp. | 0.10% | 10,621 | $512K | New |
| ABCB Ameris Bancorp | 0.10% | 10,026 | $505K | Add +16.3% |
Portfolio Sells Q1 2024 → Q2 2024
| RYAAY Ryanair Holdings PLC-SP ADR | Reduce -2.8% | 8.28% | −2.48 |
| ICLR Icon PLC | Reduce -3.5% | 9.03% | −1.11 |
| NRG NRG Energy Inc. | Reduce -85.8% | 0.20% | −1.03 |
| TMO Thermo Fisher Scientific Inc. | Sold out | 0.00% | −1.02 |
| ZBRA Zebra Technologies Corp. Class A | Reduce -98.0% | 0.02% | −0.88 |
| DGX Quest Diagnostics Inc. | Reduce -25.5% | 0.80% | −0.26 |
| TSM Taiwan Semiconductor-SP ADR | Reduce -23.8% | 6.68% | −0.25 |
| EOG EOG Resources Inc. | Reduce -16.6% | 1.05% | −0.24 |
| COF Capital One Financial Corp. | Reduce -8.8% | 1.11% | −0.21 |
| BERY Berry Global Group Inc. | Reduce -14.3% | 0.92% | −0.20 |
| HSIC Henry Schein Inc. | Reduce -3.4% | 0.83% | −0.19 |
| CFG Citizens Financial Group | Reduce -10.8% | 1.12% | −0.16 |
| IPG Interpublic Group of Cos Inc. | Reduce -3.0% | 0.93% | −0.16 |
| HCA HCA Healthcare Inc. | Reduce -8.4% | 1.04% | −0.15 |
| MET Metlife Inc. | Reduce -3.0% | 1.43% | −0.14 |
| AFL Aflac Inc. | Reduce -14.2% | 1.07% | −0.14 |
| DOV Dover Corp. | Reduce -11.6% | 1.14% | −0.14 |
| FISV Fiserv Inc. | Reduce -2.1% | 1.10% | −0.12 |
| KO The Coca-Cola Co. | Reduce -13.4% | 0.94% | −0.12 |
| STT State Street Corp. | Reduce -3.4% | 1.19% | −0.11 |
| LMT Lockheed Martin Corp. | Reduce -9.5% | 1.24% | −0.11 |
| STZ Constellation Brands Inc. Class A | Reduce -3.1% | 1.08% | −0.11 |
| MTB M & T Bank Corp. | Reduce -10.8% | 1.11% | −0.10 |
| SPG Simon Property Group Inc. | Reduce -2.7% | 1.32% | −0.09 |
| EMR Emerson Electric Co. | Reduce -3.4% | 1.17% | −0.09 |
| CI The Cigna Group | Reduce -36.4% | 0.12% | −0.09 |
| HOLX Hologic Inc. | Sold out | 0.00% | −0.09 |
| RL Ralph Lauren Corp. | Reduce -63.1% | 0.04% | −0.08 |
| ALE Allete Inc. | Sold out | 0.00% | −0.07 |
| ABNB Airbnb Inc. Class A | Reduce -58.2% | 0.04% | −0.07 |
| XOM Exxon Mobil Corp. | Reduce -3.4% | 1.16% | −0.07 |
| JPM JPMorgan Chase & Co. | Reduce -3.1% | 1.98% | −0.07 |
| QCOM Qualcomm Inc. | Reduce -28.6% | 0.32% | −0.06 |
| SSNHZ Samsung Electr-GDR Reg S | Reduce -58.2% | 0.04% | −0.06 |
| C Citigroup Inc. | Reduce -3.4% | 1.43% | −0.06 |
| MCD McDonald's Corp. | Reduce -1.1% | 0.46% | −0.06 |
| PRFT Perficient Inc. | Sold out | 0.00% | −0.06 |
| NOC Northrop Grumman Corp. | Reduce -58.2% | 0.03% | −0.06 |
| MSFT Microsoft Corp. | Reduce -58.2% | 0.04% | −0.06 |
| CLH Clean Harbors Inc. | Reduce -57.3% | 0.05% | −0.05 |
| AEP American Electric Power | Reduce -4.7% | 1.18% | −0.05 |
| KB KB Financial Group Inc.-ADR | Reduce -58.2% | 0.04% | −0.04 |
| CRI Carter's Inc. | Reduce -15.6% | 0.06% | −0.04 |
| GOOGL Alphabet Inc. Class A | Reduce -27.7% | 0.24% | −0.04 |
| CIEN Ciena Corp. | Sold out | 0.00% | −0.04 |
| HTLF Heartland Financial USA Inc. | Sold out | 0.00% | −0.04 |
| AMZN Amazon.com Inc. | Reduce -27.9% | 0.11% | −0.03 |
| BBWI Bath & Body Works Inc. | Reduce -37.0% | 0.03% | −0.03 |
| DE Deere & Co. | Reduce -36.8% | 0.03% | −0.03 |
| SAM Boston Beer Company Inc. Class A | Reduce -27.5% | 0.07% | −0.03 |
Portfolio Buys Q1 2024 → Q2 2024
| HDB HDFC Bank Ltd.-ADR | New | 9.85% | +9.85 |
| COR Cencora Inc. | New | 0.87% | +0.87 |
| UDR Udr Inc. | New | 0.54% | +0.54 |
| ACN Accenture PLC Class A | Add +349.4% | 0.70% | +0.52 |
| NUE Nucor Corp. | Add +86.5% | 0.88% | +0.28 |
| BLK BlackRock Finance Inc. | New | 0.27% | +0.27 |
| ETR Entergy Corp. | Add +15.2% | 1.21% | +0.16 |
| FOXF Fox Factory Holding Corp. | New | 0.10% | +0.10 |
| OLLI Ollie's Bargain Outlet Holdi | New | 0.10% | +0.10 |
| XEL Xcel Energy Inc. | Add +8.8% | 1.21% | +0.08 |
| ACHC Acadia Healthcare Co. Inc. | New | 0.08% | +0.08 |
| OSBC Old Second Bancorp Inc. | New | 0.06% | +0.06 |
| CSCO Cisco Systems Inc. | Add +10.1% | 1.21% | +0.04 |
| CMCSA Comcast Corp. Class A | Add +16.1% | 1.15% | +0.04 |
| HPQ HP Inc. | New | 0.03% | +0.03 |
| CNH Industrial NV | New | 0.03% | +0.03 |
| PRGS Progress Software Corp. | Add +25.0% | 0.14% | +0.03 |
| EPD Enterprise Products Partners | New | 0.02% | +0.02 |
| ENS Enersys | Add +12.5% | 0.10% | +0.02 |
| ABCB Ameris Bancorp | Add +16.3% | 0.10% | +0.02 |
| TGT Target Corp. | New | 0.02% | +0.02 |
| BDX Becton Dickinson and Co. | New | 0.01% | +0.01 |
| LXP LXP Industrial Trust | Add +25.4% | 0.07% | +0.01 |
| HOMB Home Bancshares Inc. | Add +10.7% | 0.14% | +0.01 |
| ET Energy Transfer LP | New | 0.01% | +0.01 |
| XAWPX Abrdn Global Premier Propert | New | 0.01% | +0.01 |
| BSX Boston Scientific Corp. | New | 0.01% | +0.01 |
| MA Mastercard Inc. Class A | New | 0.00% | +0.00 |
| NVST Envista Holdings Corp. | Add +36.1% | 0.09% | +0.00 |
| STX Seagate Technology Holdings | New | 0.00% | +0.00 |
| BRK.B Berkshire Hathaway Inc. Class B | New | 0.00% | +0.00 |
| KNX Knight-Swift Transportation | Add +15.7% | 0.10% | +0.00 |
| THQ Abrdn Healthcare Opport | New | 0.00% | +0.00 |
| CSL Carlisle Cos Inc. | New | 0.00% | +0.00 |
| WELL Welltower Inc. | New | 0.00% | +0.00 |
| BAC Bank of America Corp. | New | 0.00% | +0.00 |
| AIG American International Group | New | 0.00% | +0.00 |
| GD General Dynamics Corp. | New | 0.00% | +0.00 |
| PEG Public Service Enterprise GP | New | 0.00% | +0.00 |
| RPM RPM International Inc. | New | 0.00% | +0.00 |
| HIG Hartford Insurance Group Inc. | New | 0.00% | +0.00 |
| SO The Southern Co. | New | 0.00% | +0.00 |
| AVB Avalonbay Communities Inc. | New | 0.00% | +0.00 |
| PCAR Paccar Inc. | New | 0.00% | +0.00 |
| AVY Avery Dennison Corp. | New | 0.00% | +0.00 |
| ARW Arrow Electronics Inc. | New | 0.00% | +0.00 |
| CPT Camden Property Trust | New | 0.00% | +0.00 |
| FFIV F5 Inc. | New | 0.00% | +0.00 |
| MAA Mid-America Apartment Comm | New | 0.00% | +0.00 |
| UHS Universal Health Services-B | 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 |