Hudson Edge Investment Partners Inc.

Name: HUDSON EDGE INVESTMENT PARTNERS INC. 13F holdings, Q1 2025
Creator: HUDSON EDGE INVESTMENT PARTNERS INC.
Published: 2025-04-28

Q2 2026Q1 2026Q4 2025Q3 2025Q2 2025Q4 2024Q3 2024Q2 2024Q1 2024

In its 13F for Q1 2025 (holdings as of March 31, 2025, filed April 28, 2025), Hudson Edge Investment Partners Inc. reported 101 stock positions worth $491.8 million. Its top holding was HDFC Bank Ltd.-ADR (HDB) at 11.6% of the portfolio, followed by Ryanair Holdings PLC-SP ADR (RYAAY, 8.3%) and Taiwan Semiconductor-SP ADR (TSM, 7.3%). Compared with Q4 2024, it opened 5 new positions, sold out of 91, added to 34 and reduced 59. The biggest buy was a new position in Huntington Bancshares (HBAN) and the biggest sale an exit from Citizens Financial (CFG).

Most Recent 13F: Q2 2026
Location: JERSEY CITY, NJ
CIK: 0000740272
Portfolio Value: $491.8M (Q1 2025)
SEC Filing: 0001140361-25-015977 ↗ filed Apr 28, 2025

Holdings Value

Holdings 101 stocks · $491.8M


HDB HDFC Bank Ltd.-ADR	11.57%	856,500	$56.9M	Reduce -1.3%
RYAAY Ryanair Holdings PLC-SP ADR	8.34%	967,750	$41.0M	Reduce -1.3%
TSM Taiwan Semiconductor-SP ADR	7.25%	214,855	$35.7M	Reduce -1.3%
ICLR Icon PLC	6.46%	181,565	$31.8M	Reduce -1.3%
HCA HCA Healthcare Inc.	1.52%	21,636	$7.5M	Add +15.9%
C Citigroup Inc.	1.51%	104,634	$7.4M	Reduce -13.9%
JPM JPMorgan Chase & Co.	1.49%	29,807	$7.3M	Reduce -31.4%
CVS CVS Health Corp.	1.45%	105,098	$7.1M	Reduce -0.7%
AFL Aflac Inc.	1.43%	63,142	$7.0M	Add +7.8%
BMY Bristol-Myers Squibb Co.	1.42%	114,383	$7.0M	Reduce -10.8%
CSCO Cisco Systems Inc.	1.41%	112,455	$6.9M	Reduce -4.0%
COR Cencora Inc.	1.40%	24,810	$6.9M	Add +11.1%
MTB M & T Bank Corp. filed as M & T BK CORP	1.38%	38,069	$6.8M	Add +6.8%
HBAN Huntington Bancshares Inc.	1.38%	452,191	$6.8M	New
BDX Becton Dickinson and Co.	1.36%	29,255	$6.7M	New
STT State Street Corp.	1.36%	74,580	$6.7M	Reduce -1.8%
JNJ Johnson & Johnson	1.35%	40,136	$6.7M	Reduce -18.1%
SNA Snap-on Inc.	1.35%	19,634	$6.6M	Reduce -1.8%
FISV Fiserv Inc.	1.34%	29,944	$6.6M	Reduce -11.3%
MET Metlife Inc.	1.34%	82,195	$6.6M	Reduce -20.1%
KHC The Kraft Heinz Co.	1.34%	216,134	$6.6M	Add +2.5%
AEP American Electric Power	1.33%	59,793	$6.5M	Reduce -1.8%
ABBV Abbvie Inc.	1.29%	30,272	$6.3M	Reduce -23.0%
LMT Lockheed Martin Corp.	1.29%	14,153	$6.3M	Add +6.6%
DUK Duke Energy Corp.	1.28%	51,776	$6.3M	Reduce -4.8%
COF Capital One Financial Corp.	1.28%	35,068	$6.3M	Reduce -20.3%
NUE Nucor Corp.	1.28%	52,220	$6.3M	Reduce -1.8%
CMCSA Comcast Corp. Class A	1.28%	170,264	$6.3M	Add +2.6%
UDR Udr Inc.	1.28%	139,083	$6.3M	Reduce -1.6%
URI United Rentals Inc.	1.26%	9,898	$6.2M	Add +18.9%
XEL Xcel Energy Inc.	1.25%	86,776	$6.1M	Reduce -1.6%
MDT Medtronic PLC	1.24%	67,846	$6.1M	Reduce -9.8%
GPC Genuine Parts Co.	1.23%	50,953	$6.1M	Reduce -1.7%
SPG Simon Property Group Inc.	1.23%	36,406	$6.0M	Reduce -12.5%
DG Dollar General Corp.	1.22%	68,061	$6.0M	Reduce -2.3%
IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS	1.22%	24,034	$6.0M	Reduce -20.1%
DOV Dover Corp.	1.20%	33,477	$5.9M	Reduce -1.8%
IPG Interpublic Group of Cos Inc.	1.17%	212,398	$5.8M	Reduce -1.7%
SJM The JM Smucker Co. filed as SMUCKER J M CO	1.15%	47,675	$5.6M	Add +7.8%
HD Home Depot Inc.	1.14%	15,365	$5.6M	Reduce -4.5%
MPC Marathon Petroleum Corp.	1.13%	38,210	$5.6M	Reduce -1.7%
BERY Berry Global Group Inc.	1.13%	79,290	$5.5M	Reduce -1.7%
EMR Emerson Electric Co.	1.12%	50,329	$5.5M	Reduce -1.8%
ACN Accenture PLC Class A	1.12%	17,658	$5.5M	Add +1.3%
WBD Warner Bros Discovery Inc.	1.12%	511,799	$5.5M	Reduce -1.7%
HUBB Hubbell Inc.	1.11%	16,485	$5.5M	Add +11.2%
OKE Oneok Inc.	1.06%	52,760	$5.2M	Reduce -1.6%
COP Conocophillips	1.05%	49,362	$5.2M	Reduce -1.9%
STZ Constellation Brands Inc. Class A	1.05%	28,111	$5.2M	Add +9.1%
EOG EOG Resources Inc.	1.04%	39,883	$5.1M	Reduce -1.5%
HSY The Hershey Co.	1.03%	29,569	$5.1M	Add +11.7%
INTC Intel Corp.	1.01%	217,721	$4.9M	Add +6.2%
SLM SLM Corp.	0.25%	41,425	$1.2M	Reduce -2.2%
PB Prosperity Bancshares Inc.	0.25%	16,971	$1.2M	Add +19.9%
HOMB Home Bancshares Inc.	0.24%	42,532	$1.2M	Add +5.0%
OSBC Old Second Bancorp Inc.	0.20%	59,834	$996K	Add +40.4%
IBCP Independent Bank Corp. - Mich	0.20%	31,258	$962K	Add +44.5%
GTLS Chart Industries Inc.	0.19%	6,339	$915K	Add +53.5%
PRGS Progress Software Corp.	0.19%	17,738	$914K	Add +35.7%
NMIH Nmi Holdings Inc. filed as NMI HLDGS INC	0.18%	25,071	$904K	Reduce -1.9%
BRC Brady Corporation Class A	0.18%	12,541	$886K	New
CW Curtiss-Wright Corp.	0.18%	2,777	$881K	Add +4.6%
WCC Wesco International Inc.	0.17%	5,388	$837K	Add +18.4%
STRL Sterling Infrastructure Inc.	0.17%	7,268	$823K	New
ALG Alamo Group Inc.	0.17%	4,580	$816K	Reduce -1.8%
RRX Regal Rexnord Corp.	0.16%	6,951	$791K	Add +45.1%
KNX Knight-Swift Transportation	0.16%	17,575	$764K	Add +5.5%
CACI Caci International Inc. Class A	0.15%	2,064	$757K	Add +30.7%
ENS Enersys	0.15%	8,165	$748K	Reduce -1.9%
OLLI Ollie's Bargain Outlet Holdi	0.15%	6,381	$742K	Add +19.9%
VVV Valvoline Inc.	0.15%	21,164	$737K	Reduce -1.9%
AGM Federal Agric MTG Corp. Class C	0.15%	3,916	$734K	Add +40.2%
NSA National Storage Affiliates	0.14%	17,437	$687K	New
LXP LXP Industrial Trust	0.14%	77,358	$669K	Reduce -1.9%
BC Brunswick Corp.	0.14%	12,361	$666K	Add +63.2%
HR Healthcare Realty Trust Inc.	0.13%	38,424	$649K	Reduce -1.9%
EVR Evercore Inc. Class A	0.13%	3,156	$630K	Reduce -2.1%
NGVT Ingevity Corp.	0.13%	15,836	$627K	Reduce -1.9%
STAG Stag Industrial Inc.	0.13%	17,049	$616K	Add +12.3%
PRG Prog Holdings Inc.	0.12%	21,693	$577K	Add +27.6%
WKC World Kinect Corp.	0.11%	18,622	$528K	Reduce -1.9%
IOSP Innospec Inc.	0.09%	4,823	$457K	Reduce -2.0%
ASO Academy Sports & Outdoors Inc.	0.09%	9,867	$450K	Reduce -34.1%
EFOR Everforth Inc. filed as ASGN INC	0.09%	6,991	$441K	Reduce -1.9%
CHX Championx Corp.	0.09%	14,768	$440K	Reduce -2.5%
JBSS John B. Sanfilippo & Son Inc. filed as SANFILIPPO JOHN B & SON INC	0.09%	6,172	$437K	Add +16.2%
NVST Envista Holdings Corp.	0.09%	24,441	$422K	Reduce -2.0%
MGRC McGrath Rentcorp	0.07%	2,945	$328K	Reduce -2.2%
AVA Avista Corp.	0.06%	7,184	$301K	Reduce -1.9%
DLX Deluxe Corp.	0.06%	18,022	$285K	Reduce -2.0%
MSFT Microsoft Corp.	0.06%	752	$282K	Add +41.1%
GOOGL Alphabet Inc. Class A	0.05%	1,588	$246K	Reduce -75.1%
CI The Cigna Group	0.05%	743	$244K	Reduce -60.5%
AMZN Amazon.com Inc.	0.05%	1,262	$240K	Reduce -43.9%
SIGI Selective Insurance Group	0.05%	2,622	$240K	Reduce -28.2%
SSNHZ Samsung Electr-GDR Reg S	0.05%	233	$227K	No change
CLH Clean Harbors Inc.	0.04%	1,064	$210K	Add +14.8%
NOC Northrop Grumman Corp.	0.04%	406	$208K	No change
CNH Industrial NV	0.04%	15,930	$196K	No change
KB KB Financial Group Inc.-ADR filed as KB FINL GROUP INC	0.04%	3,597	$195K	Add +3.6%
MATV Mativ Holdings Inc.	0.02%	13,905	$87K	Reduce -37.7%

Portfolio Sells Q4 2024 → Q1 2025


CFG Citizens Financial Group	Sold out	0.00%	−1.16
UNH Unitedhealth Group Inc.	Sold out	0.00%	−1.07
TSM Taiwan Semiconductor-SP ADR	Reduce -1.3%	7.25%	−0.67
ICLR Icon PLC	Reduce -1.3%	6.46%	−0.65
HSIC Henry Schein Inc.	Sold out	0.00%	−0.52
LOW Lowe's Cos Inc.	Sold out	0.00%	−0.50
MCD McDonald's Corp.	Sold out	0.00%	−0.48
AAPL Apple Inc.	Sold out	0.00%	−0.47
JPM JPMorgan Chase & Co.	Reduce -31.4%	1.49%	−0.43
V Visa Inc. Class A	Sold out	0.00%	−0.40
GOOG Alphabet Inc. Class C	Sold out	0.00%	−0.33
BLK BlackRock Inc.	Sold out	0.00%	−0.31
PEP Pepsico Inc.	Sold out	0.00%	−0.27
LRCX Lam Research Corp.	Sold out	0.00%	−0.24
SEI Solaris Energy Infrastructur	Sold out	0.00%	−0.23
QCOM Qualcomm Inc.	Sold out	0.00%	−0.22
MET Metlife Inc.	Reduce -20.1%	1.34%	−0.21
BX Blackstone Inc.	Sold out	0.00%	−0.20
GOOGL Alphabet Inc. Class A	Reduce -75.1%	0.05%	−0.17
COF Capital One Financial Corp.	Reduce -20.3%	1.28%	−0.17
NRG NRG Energy Inc.	Sold out	0.00%	−0.16
NVDA Nvidia Corp.	Sold out	0.00%	−0.15
MMS Maximus Inc.	Sold out	0.00%	−0.14
CVX Chevron Corp.	Sold out	0.00%	−0.13
J Jacobs Solutions Inc.	Sold out	0.00%	−0.13
NEE Nextera Energy Inc.	Sold out	0.00%	−0.11
FOXF Fox Factory Holding Corp.	Sold out	0.00%	−0.10
NNN NNN REIT Inc.	Sold out	0.00%	−0.10
SPG Simon Property Group Inc.	Reduce -12.5%	1.23%	−0.09
MRK Merck & Co. Inc.	Sold out	0.00%	−0.09
HWC Hancock Whitney Corp.	Sold out	0.00%	−0.08
JCI Johnson Controls Internation	Sold out	0.00%	−0.08
APLE Apple Hospitality REIT Inc.	Sold out	0.00%	−0.08
ASO Academy Sports & Outdoors Inc.	Reduce -34.1%	0.09%	−0.07
C Citigroup Inc.	Reduce -13.9%	1.51%	−0.07
ABCB Ameris Bancorp	Sold out	0.00%	−0.06
JLL Jones Lang Lasalle Inc.	Sold out	0.00%	−0.06
PFE Pfizer Inc.	Sold out	0.00%	−0.05
SAM Boston Beer Company Inc. Class A	Sold out	0.00%	−0.05
EMR Emerson Electric Co.	Reduce -1.8%	1.12%	−0.05
CI The Cigna Group	Reduce -60.5%	0.05%	−0.05
VZ Verizon Communications Inc.	Sold out	0.00%	−0.05
PDM Piedmont Realty Trust Inc.	Sold out	0.00%	−0.04
CCI Crown Castle Inc.	Sold out	0.00%	−0.04
LHX L3HARRIS Technologies Inc.	Sold out	0.00%	−0.04
AMZN Amazon.com Inc.	Reduce -43.9%	0.05%	−0.04
RTX RTX Corp.	Sold out	0.00%	−0.04
ABNB Airbnb Inc. Class A	Sold out	0.00%	−0.04
ONB Old National Bancorp	Sold out	0.00%	−0.04
CTRA Coterra Energy Inc.	Sold out	0.00%	−0.04

Portfolio Buys Q4 2024 → Q1 2025


HBAN Huntington Bancshares Inc.	New	1.38%	+1.38
BDX Becton Dickinson and Co.	New	1.36%	+1.36
HCA HCA Healthcare Inc.	Add +15.9%	1.52%	+0.49
COR Cencora Inc.	Add +11.1%	1.40%	+0.48
AFL Aflac Inc.	Add +7.8%	1.43%	+0.31
SJM The JM Smucker Co.	Add +7.8%	1.15%	+0.25
INTC Intel Corp.	Add +6.2%	1.01%	+0.25
HSY The Hershey Co.	Add +11.7%	1.03%	+0.20
BRC Brady Corporation Class A	New	0.18%	+0.18
URI United Rentals Inc.	Add +18.9%	1.26%	+0.18
STRL Sterling Infrastructure Inc.	New	0.17%	+0.17
MTB M & T Bank Corp.	Add +6.8%	1.38%	+0.15
KHC The Kraft Heinz Co.	Add +2.5%	1.34%	+0.14
NSA National Storage Affiliates	New	0.14%	+0.14
CMCSA Comcast Corp. Class A	Add +2.6%	1.28%	+0.13
LMT Lockheed Martin Corp.	Add +6.6%	1.29%	+0.10
OSBC Old Second Bancorp Inc.	Add +40.4%	0.20%	+0.06
IBCP Independent Bank Corp. - Mich	Add +44.5%	0.20%	+0.06
PB Prosperity Bancshares Inc.	Add +19.9%	0.25%	+0.05
AGM Federal Agric MTG Corp. Class C	Add +40.2%	0.15%	+0.05
BC Brunswick Corp.	Add +63.2%	0.14%	+0.04
OLLI Ollie's Bargain Outlet Holdi	Add +19.9%	0.15%	+0.04
GTLS Chart Industries Inc.	Add +53.5%	0.19%	+0.04
CACI Caci International Inc. Class A	Add +30.7%	0.15%	+0.04
HOMB Home Bancshares Inc.	Add +5.0%	0.24%	+0.03
STAG Stag Industrial Inc.	Add +12.3%	0.13%	+0.03
PRGS Progress Software Corp.	Add +35.7%	0.19%	+0.03
RRX Regal Rexnord Corp.	Add +45.1%	0.16%	+0.02
WCC Wesco International Inc.	Add +18.4%	0.17%	+0.02
MSFT Microsoft Corp.	Add +41.1%	0.06%	+0.02
CW Curtiss-Wright Corp.	Add +4.6%	0.18%	+0.01
JBSS John B. Sanfilippo & Son Inc.	Add +16.2%	0.09%	+0.00
CLH Clean Harbors Inc.	Add +14.8%	0.04%	+0.00
KB KB Financial Group Inc.-ADR	Add +3.6%	0.04%	+0.00
STZ Constellation Brands Inc. Class A	Add +9.1%	1.05%	−0.00
KNX Knight-Swift Transportation	Add +5.5%	0.16%	−0.01
ACN Accenture PLC Class A	Add +1.3%	1.12%	−0.01
PRG Prog Holdings Inc.	Add +27.6%	0.12%	−0.02
HUBB Hubbell Inc.	Add +11.2%	1.11%	−0.04

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