Hudson Edge Investment Partners Inc.
In its 13F for Q4 2024 (holdings as of December 31, 2024, filed February 3, 2025), Hudson Edge Investment Partners Inc. reported 187 stock positions worth $542.4 million. Its top holding was HDFC Bank Ltd.-ADR (HDB) at 10.2% of the portfolio, followed by Taiwan Semiconductor-SP ADR (TSM, 7.9%) and Ryanair Holdings PLC-SP ADR (RYAAY, 7.9%). Compared with Q3 2024, it opened 6 new positions, sold out of 14, added to 85 and reduced 60. The biggest buy was Taiwan Semiconductor-SP ADR (TSM, shares +6%) and the biggest sale an exit from Entergy (ETR).
- Most Recent 13F
- Q2 2026
- Location
- JERSEY CITY, NJ
- CIK
- 0000740272
- Portfolio Value
- $542.4M (Q4 2024)
- SEC Filing
- 0001140361-25-002858 ↗ filed Feb 3, 2025
Holdings Value
Holdings 187 stocks · $542.4M
| HDB HDFC Bank Ltd.-ADR | 10.22% | 867,900 | $55.4M | Add +6.3% |
| TSM Taiwan Semiconductor-SP ADR | 7.93% | 217,655 | $43.0M | Add +6.3% |
| RYAAY Ryanair Holdings PLC-SP ADR | 7.88% | 980,650 | $42.7M | Add +3.2% |
| ICLR Icon PLC | 7.11% | 183,994 | $38.6M | Add +16.0% |
| JPM JPMorgan Chase & Co. | 1.92% | 43,416 | $10.4M | Add +1.4% |
| C Citigroup Inc. | 1.58% | 121,539 | $8.6M | Add +7.0% |
| MET Metlife Inc. | 1.55% | 102,826 | $8.4M | Add +0.2% |
| COF Capital One Financial Corp. | 1.45% | 44,024 | $7.9M | Add +1.7% |
| STT State Street Corp. | 1.37% | 75,960 | $7.5M | Add +1.9% |
| BMY Bristol-Myers Squibb Co. | 1.34% | 128,187 | $7.3M | Reduce -6.9% |
| SPG Simon Property Group Inc. | 1.32% | 41,595 | $7.2M | Add +0.4% |
| JNJ Johnson & Johnson | 1.31% | 48,987 | $7.1M | Add +0.3% |
| ABBV Abbvie Inc. | 1.29% | 39,324 | $7.0M | Add +17.0% |
| FISV Fiserv Inc. | 1.28% | 33,776 | $6.9M | Reduce -9.3% |
| CSCO Cisco Systems Inc. | 1.28% | 117,143 | $6.9M | Reduce -7.5% |
| SNA Snap-on Inc. | 1.25% | 19,984 | $6.8M | Reduce -7.2% |
| MTB M & T Bank Corp. filed as M & T BK CORP | 1.24% | 35,630 | $6.7M | Add +0.5% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 1.22% | 30,098 | $6.6M | Reduce -5.8% |
| KHC The Kraft Heinz Co. | 1.19% | 210,753 | $6.5M | Add +13.2% |
| LMT Lockheed Martin Corp. | 1.19% | 13,280 | $6.5M | Add +17.5% |
| DOV Dover Corp. | 1.18% | 34,082 | $6.4M | Add +2.0% |
| EMR Emerson Electric Co. | 1.17% | 51,224 | $6.3M | Reduce -4.9% |
| CFG Citizens Financial Group | 1.16% | 143,726 | $6.3M | Add +1.9% |
| HD Home Depot Inc. | 1.15% | 16,080 | $6.3M | Add +2.0% |
| CMCSA Comcast Corp. Class A | 1.15% | 165,988 | $6.2M | Add +9.3% |
| HUBB Hubbell Inc. | 1.14% | 14,820 | $6.2M | Reduce -7.1% |
| NUE Nucor Corp. | 1.14% | 53,173 | $6.2M | Add +34.4% |
| UDR Udr Inc. | 1.13% | 141,323 | $6.1M | Add +2.6% |
| ACN Accenture PLC Class A | 1.13% | 17,434 | $6.1M | Add +7.1% |
| AFL Aflac Inc. | 1.12% | 58,598 | $6.1M | Add +1.8% |
| GPC Genuine Parts Co. | 1.12% | 51,847 | $6.1M | Add +20.6% |
| IPG Interpublic Group of Cos Inc. | 1.12% | 215,983 | $6.1M | Add +33.9% |
| MDT Medtronic PLC | 1.11% | 75,198 | $6.0M | Add +70.3% |
| XEL Xcel Energy Inc. | 1.10% | 88,213 | $6.0M | Reduce -13.7% |
| URI United Rentals Inc. | 1.08% | 8,327 | $5.9M | Add +0.8% |
| DUK Duke Energy Corp. | 1.08% | 54,406 | $5.9M | New |
| UNH Unitedhealth Group Inc. | 1.07% | 11,524 | $5.8M | Add +13.2% |
| STZ Constellation Brands Inc. Class A | 1.05% | 25,779 | $5.7M | Add +8.5% |
| AEP American Electric Power | 1.04% | 60,878 | $5.6M | Add +1.8% |
| HCA HCA Healthcare Inc. | 1.03% | 18,660 | $5.6M | Add +13.2% |
| WBD Warner Bros Discovery Inc. | 1.01% | 520,449 | $5.5M | Add +8.3% |
| MPC Marathon Petroleum Corp. | 1.00% | 38,881 | $5.4M | Add +18.3% |
| OKE Oneok Inc. | 0.99% | 53,610 | $5.4M | Reduce -7.7% |
| DG Dollar General Corp. | 0.97% | 69,626 | $5.3M | Add +87.7% |
| BERY Berry Global Group Inc. | 0.96% | 80,641 | $5.2M | Add +1.8% |
| COR Cencora Inc. | 0.93% | 22,335 | $5.0M | Reduce -11.2% |
| COP Conocophillips | 0.92% | 50,302 | $5.0M | Add +1.8% |
| EOG EOG Resources Inc. | 0.92% | 40,503 | $5.0M | Reduce -3.7% |
| SJM The JM Smucker Co. filed as SMUCKER J M CO | 0.90% | 44,209 | $4.9M | Add +13.8% |
| CVS CVS Health Corp. | 0.88% | 105,791 | $4.7M | Add +33.7% |
| HSY The Hershey Co. | 0.83% | 26,467 | $4.5M | Reduce -5.7% |
| INTC Intel Corp. | 0.76% | 205,035 | $4.1M | Add +17.5% |
| HSIC Henry Schein Inc. | 0.52% | 40,749 | $2.8M | Reduce -38.0% |
| LOW Lowe's Cos Inc. | 0.50% | 10,907 | $2.7M | Reduce -4.7% |
| MCD McDonald's Corp. | 0.48% | 8,975 | $2.6M | Reduce -2.5% |
| AAPL Apple Inc. | 0.47% | 10,248 | $2.6M | Reduce -8.8% |
| V Visa Inc. Class A | 0.40% | 6,810 | $2.2M | Reduce -4.0% |
| GOOG Alphabet Inc. Class C | 0.33% | 9,299 | $1.8M | Reduce -7.2% |
| BLK BlackRock Inc. | 0.31% | 1,655 | $1.7M | Reduce -6.3% |
| PEP Pepsico Inc. | 0.27% | 9,571 | $1.5M | Reduce -3.8% |
| LRCX Lam Research Corp. | 0.24% | 18,050 | $1.3M | Reduce -5.1% |
| SEI Solaris Energy Infrastructur | 0.23% | 42,533 | $1.2M | Add +10.7% |
| GOOGL Alphabet Inc. Class A | 0.22% | 6,373 | $1.2M | Reduce -2.3% |
| QCOM Qualcomm Inc. | 0.22% | 7,614 | $1.2M | Reduce -6.6% |
| SLM SLM Corp. | 0.22% | 42,365 | $1.2M | Add +25.9% |
| HOMB Home Bancshares Inc. | 0.21% | 40,486 | $1.1M | Add +22.2% |
| BX Blackstone Inc. | 0.20% | 6,444 | $1.1M | Reduce -9.0% |
| PB Prosperity Bancshares Inc. | 0.20% | 14,157 | $1.1M | New |
| CW Curtiss-Wright Corp. | 0.17% | 2,656 | $943K | Add +5.2% |
| NMIH Nmi Holdings Inc. filed as NMI HLDGS INC | 0.17% | 25,568 | $940K | Add +27.3% |
| EVR Evercore Inc. Class A | 0.16% | 3,225 | $894K | Add +4.9% |
| KNX Knight-Swift Transportation | 0.16% | 16,667 | $884K | Add +60.1% |
| ALG Alamo Group Inc. | 0.16% | 4,666 | $867K | Add +30.5% |
| NRG NRG Energy Inc. | 0.16% | 9,591 | $865K | Reduce -24.3% |
| ASO Academy Sports & Outdoors Inc. | 0.16% | 14,969 | $861K | Add +85.1% |
| PRGS Progress Software Corp. | 0.16% | 13,068 | $851K | Add +4.8% |
| WCC Wesco International Inc. | 0.15% | 4,552 | $824K | Add +17.1% |
| NVDA Nvidia Corp. | 0.15% | 6,000 | $806K | Reduce -19.4% |
| GTLS Chart Industries Inc. | 0.15% | 4,131 | $788K | New |
| VVV Valvoline Inc. | 0.14% | 21,582 | $781K | Add +71.3% |
| MMS Maximus Inc. | 0.14% | 10,398 | $776K | Add +45.3% |
| ENS Enersys | 0.14% | 8,325 | $769K | Add +27.1% |
| OSBC Old Second Bancorp Inc. | 0.14% | 42,633 | $758K | Add +17.3% |
| IBCP Independent Bank Corp. - Mich | 0.14% | 21,628 | $753K | Add +41.4% |
| RRX Regal Rexnord Corp. | 0.14% | 4,790 | $743K | Add +50.3% |
| PRG Prog Holdings Inc. | 0.13% | 17,006 | $719K | Add +80.1% |
| CVX Chevron Corp. | 0.13% | 4,699 | $681K | Reduce -10.4% |
| J Jacobs Solutions Inc. | 0.13% | 5,075 | $678K | Reduce -10.6% |
| HR Healthcare Realty Trust Inc. | 0.12% | 39,185 | $664K | Add +22.1% |
| NGVT Ingevity Corp. | 0.12% | 16,150 | $658K | Add +4.9% |
| LXP LXP Industrial Trust | 0.12% | 78,884 | $641K | Add +143.1% |
| CACI Caci International Inc. Class A | 0.12% | 1,579 | $638K | Reduce -1.6% |
| NEE Nextera Energy Inc. | 0.11% | 8,600 | $617K | No change |
| EFOR Everforth Inc. filed as ASGN INC | 0.11% | 7,128 | $594K | Add +4.8% |
| OLLI Ollie's Bargain Outlet Holdi | 0.11% | 5,323 | $584K | Add +4.9% |
| AGM Federal Agric MTG Corp. Class C | 0.10% | 2,794 | $550K | Add +278.1% |
| IOSP Innospec Inc. | 0.10% | 4,923 | $542K | Add +4.9% |
| FOXF Fox Factory Holding Corp. | 0.10% | 17,884 | $541K | Add +44.1% |
| NNN NNN REIT Inc. | 0.10% | 13,200 | $539K | Add +10.0% |
| WKC World Kinect Corp. | 0.10% | 18,990 | $522K | Reduce -7.3% |
Portfolio Sells Q3 2024 → Q4 2024
| ETR Entergy Corp. | Sold out | 0.00% | −1.25 |
| DGX Quest Diagnostics Inc. | Sold out | 0.00% | −0.91 |
| HSIC Henry Schein Inc. | Reduce -38.0% | 0.52% | −0.37 |
| HSY The Hershey Co. | Reduce -5.7% | 0.83% | −0.17 |
| XEL Xcel Energy Inc. | Reduce -13.7% | 1.10% | −0.14 |
| COR Cencora Inc. | Reduce -11.2% | 0.93% | −0.12 |
| HUBB Hubbell Inc. | Reduce -7.1% | 1.14% | −0.12 |
| MCHP Microchip Technology Inc. | Reduce -98.7% | 0.00% | −0.11 |
| LBRT Liberty Energy Inc. | Sold out | 0.00% | −0.10 |
| IBM Intl Business Machines Corp. | Reduce -5.8% | 1.22% | −0.09 |
| LYB Lyondellbasell Indu Class A | Reduce -75.6% | 0.02% | −0.08 |
| LOW Lowe's Cos Inc. | Reduce -4.7% | 0.50% | −0.08 |
| FNB FNB Corp. | Reduce -70.8% | 0.03% | −0.07 |
| ACHC Acadia Healthcare Co. Inc. | Sold out | 0.00% | −0.07 |
| IDA Idacorp Inc. | Sold out | 0.00% | −0.07 |
| CRI Carter's Inc. | Reduce -99.3% | 0.00% | −0.06 |
| SBRA Sabra Health Care REIT Inc. | Reduce -61.3% | 0.03% | −0.06 |
| NRG NRG Energy Inc. | Reduce -24.3% | 0.16% | −0.05 |
| INMD Inmode Ltd. | Reduce -99.6% | 0.00% | −0.05 |
| PEP Pepsico Inc. | Reduce -3.8% | 0.27% | −0.05 |
| HWC Hancock Whitney Corp. | Reduce -39.4% | 0.08% | −0.04 |
| EOG EOG Resources Inc. | Reduce -3.7% | 0.92% | −0.04 |
| QCOM Qualcomm Inc. | Reduce -6.6% | 0.22% | −0.04 |
| MCD McDonald's Corp. | Reduce -2.5% | 0.48% | −0.04 |
| EFSC Enterprise Financial Service | Reduce -66.4% | 0.02% | −0.04 |
| AMN Amn Healthcare Services Inc. | Reduce -31.9% | 0.02% | −0.04 |
| ABCB Ameris Bancorp | Reduce -36.1% | 0.06% | −0.04 |
| AMTM Amentum Holdings Inc. | Sold out | 0.00% | −0.03 |
| GTN Gray Media Inc. | Sold out | 0.00% | −0.03 |
| CACI Caci International Inc. Class A | Reduce -1.6% | 0.12% | −0.03 |
| SSB Southstate Bank Corp. | Reduce -52.1% | 0.03% | −0.03 |
| CTRE Caretrust REIT Inc. | Sold out | 0.00% | −0.03 |
| ONB Old National Bancorp | Reduce -50.1% | 0.04% | −0.03 |
| FLWS 1-800-Flowers.com Inc. Class A | Sold out | 0.00% | −0.03 |
| SIGI Selective Insurance Group | Reduce -28.0% | 0.06% | −0.02 |
| SAM Boston Beer Company Inc. Class A | Reduce -33.4% | 0.05% | −0.02 |
| RL Ralph Lauren Corp. | Sold out | 0.00% | −0.02 |
| WKC World Kinect Corp. | Reduce -7.3% | 0.10% | −0.02 |
| JCI Johnson Controls Internation | Reduce -21.7% | 0.08% | −0.02 |
| VZ Verizon Communications Inc. | Reduce -21.5% | 0.05% | −0.02 |
| CTRA Coterra Energy Inc. | Reduce -37.3% | 0.04% | −0.02 |
| NVDA Nvidia Corp. | Reduce -19.4% | 0.15% | −0.02 |
| NXPI NXP Semiconductors NV | Reduce -33.1% | 0.02% | −0.02 |
| AMAT Applied Materials Inc. | Reduce -69.1% | 0.01% | −0.02 |
| BDX Becton Dickinson and Co. | Sold out | 0.00% | −0.02 |
| CVX Chevron Corp. | Reduce -10.4% | 0.13% | −0.02 |
| HPQ HP Inc. | Reduce -57.5% | 0.01% | −0.02 |
| AHCO Adapthealth Corp. | Sold out | 0.00% | −0.02 |
| ENSG The Ensign Group Inc. | Sold out | 0.00% | −0.02 |
| AVA Avista Corp. | Reduce -19.8% | 0.05% | −0.02 |
Portfolio Buys Q3 2024 → Q4 2024
| TSM Taiwan Semiconductor-SP ADR | Add +6.3% | 7.93% | +1.33 |
| DUK Duke Energy Corp. | New | 1.08% | +1.08 |
| HDB HDFC Bank Ltd.-ADR | Add +6.3% | 10.22% | +0.75 |
| DG Dollar General Corp. | Add +87.7% | 0.97% | +0.39 |
| MDT Medtronic PLC | Add +70.3% | 1.11% | +0.37 |
| WBD Warner Bros Discovery Inc. | Add +8.3% | 1.01% | +0.28 |
| C Citigroup Inc. | Add +7.0% | 1.58% | +0.26 |
| COF Capital One Financial Corp. | Add +1.7% | 1.45% | +0.25 |
| JPM JPMorgan Chase & Co. | Add +1.4% | 1.92% | +0.24 |
| PB Prosperity Bancshares Inc. | New | 0.20% | +0.20 |
| IPG Interpublic Group of Cos Inc. | Add +33.9% | 1.12% | +0.17 |
| STT State Street Corp. | Add +1.9% | 1.37% | +0.15 |
| GTLS Chart Industries Inc. | New | 0.15% | +0.15 |
| SEI Solaris Energy Infrastructur | Add +10.7% | 0.23% | +0.13 |
| CFG Citizens Financial Group | Add +1.9% | 1.16% | +0.09 |
| AGM Federal Agric MTG Corp. Class C | Add +278.1% | 0.10% | +0.08 |
| SLM SLM Corp. | Add +25.9% | 0.22% | +0.07 |
| ASO Academy Sports & Outdoors Inc. | Add +85.1% | 0.16% | +0.07 |
| MTB M & T Bank Corp. | Add +0.5% | 1.24% | +0.06 |
| ACN Accenture PLC Class A | Add +7.1% | 1.13% | +0.06 |
| KNX Knight-Swift Transportation | Add +60.1% | 0.16% | +0.06 |
| ABBV Abbvie Inc. | Add +17.0% | 1.29% | +0.06 |
| LXP LXP Industrial Trust | Add +143.1% | 0.12% | +0.06 |
| PRG Prog Holdings Inc. | Add +80.1% | 0.13% | +0.05 |
| VVV Valvoline Inc. | Add +71.3% | 0.14% | +0.05 |
| HOMB Home Bancshares Inc. | Add +22.2% | 0.21% | +0.04 |
| IBCP Independent Bank Corp. - Mich | Add +41.4% | 0.14% | +0.04 |
| CCI Crown Castle Inc. | New | 0.04% | +0.04 |
| NUE Nucor Corp. | Add +34.4% | 1.14% | +0.04 |
| ALG Alamo Group Inc. | Add +30.5% | 0.16% | +0.04 |
| RRX Regal Rexnord Corp. | Add +50.3% | 0.14% | +0.04 |
| OSBC Old Second Bancorp Inc. | Add +17.3% | 0.14% | +0.03 |
| WCC Wesco International Inc. | Add +17.1% | 0.15% | +0.03 |
| SJM The JM Smucker Co. | Add +13.8% | 0.90% | +0.03 |
| SPG Simon Property Group Inc. | Add +0.4% | 1.32% | +0.02 |
| MGRC McGrath Rentcorp | Add +44.0% | 0.06% | +0.02 |
| EVR Evercore Inc. Class A | Add +4.9% | 0.16% | +0.02 |
| NMIH Nmi Holdings Inc. | Add +27.3% | 0.17% | +0.02 |
| CW Curtiss-Wright Corp. | Add +5.2% | 0.17% | +0.02 |
| MMS Maximus Inc. | Add +45.3% | 0.14% | +0.02 |
| ENS Enersys | Add +27.1% | 0.14% | +0.02 |
| EPD Enterprise Products Partners | Add +77.8% | 0.04% | +0.02 |
| OLLI Ollie's Bargain Outlet Holdi | Add +4.9% | 0.11% | +0.02 |
| HR Healthcare Realty Trust Inc. | Add +22.1% | 0.12% | +0.01 |
| DLX Deluxe Corp. | Add +4.9% | 0.08% | +0.01 |
| NGVT Ingevity Corp. | Add +4.9% | 0.12% | +0.01 |
| FSLR First Solar Inc. | New | 0.01% | +0.01 |
| MPC Marathon Petroleum Corp. | Add +18.3% | 1.00% | +0.01 |
| ABNB Airbnb Inc. Class A | Add +14.0% | 0.04% | +0.01 |
| APLE Apple Hospitality REIT Inc. | Add +4.9% | 0.08% | +0.01 |
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 |