Hudson Edge Investment Partners Inc.
In its 13F for Q2 2025 (holdings as of June 30, 2025, filed July 21, 2025), Hudson Edge Investment Partners Inc. reported 91 stock positions worth $584.4 million. Its top holding was HDFC Bank Ltd.-ADR (HDB) at 9.9% of the portfolio, followed by Ryanair Holdings PLC-SP ADR (RYAAY, 9.4%) and Taiwan Semiconductor-SP ADR (TSM, 9.2%). Compared with Q1 2025, it opened 7 new positions, sold out of 17, added to 52 and reduced 32. The biggest buy was a new position in Infosys Ltd.-SP ADR (INFY) and the biggest sale Icon (ICLR, shares −2%).
- Most Recent 13F
- Q2 2026
- Location
- JERSEY CITY, NJ
- CIK
- 0000740272
- Portfolio Value
- $584.4M (Q2 2025)
- SEC Filing
- 0001140361-25-026540 ↗ filed Jul 21, 2025
Holdings Value
Holdings 91 stocks · $584.4M
| HDB HDFC Bank Ltd.-ADR | 9.85% | 751,000 | $57.6M | Reduce -12.3% |
| RYAAY Ryanair Holdings PLC-SP ADR | 9.41% | 953,850 | $55.0M | Reduce -1.4% |
| TSM Taiwan Semiconductor-SP ADR | 9.17% | 236,503 | $53.6M | Add +10.1% |
| INFY Infosys Ltd.-SP ADR | 8.88% | 2,799,900 | $51.9M | New |
| ICLR Icon PLC | 4.44% | 178,575 | $26.0M | Reduce -1.6% |
| C Citigroup Inc. | 1.56% | 107,160 | $9.1M | Add +2.4% |
| JPM JPMorgan Chase & Co. | 1.51% | 30,492 | $8.8M | Add +2.3% |
| HBAN Huntington Bancshares Inc. | 1.45% | 505,027 | $8.5M | Add +11.7% |
| STT State Street Corp. | 1.45% | 79,461 | $8.4M | Add +6.5% |
| URI United Rentals Inc. | 1.39% | 10,785 | $8.1M | Add +9.0% |
| MTB M & T Bank Corp. filed as M & T BK CORP | 1.34% | 40,483 | $7.9M | Add +6.3% |
| COF Capital One Financial Corp. | 1.26% | 34,665 | $7.4M | Reduce -1.1% |
| HUBB Hubbell Inc. | 1.25% | 17,843 | $7.3M | Add +8.2% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 1.24% | 24,584 | $7.2M | Add +2.3% |
| MET Metlife Inc. | 1.22% | 88,354 | $7.1M | Add +7.5% |
| CVS CVS Health Corp. | 1.18% | 100,135 | $6.9M | Reduce -4.7% |
| COR Cencora Inc. | 1.18% | 23,000 | $6.9M | Reduce -7.3% |
| CSCO Cisco Systems Inc. | 1.17% | 98,894 | $6.9M | Reduce -12.1% |
| AFL Aflac Inc. | 1.17% | 64,613 | $6.8M | Add +2.3% |
| LMT Lockheed Martin Corp. | 1.15% | 14,535 | $6.7M | Add +2.7% |
| MDT Medtronic PLC | 1.15% | 77,106 | $6.7M | Add +13.7% |
| HCA HCA Healthcare Inc. | 1.14% | 17,418 | $6.7M | Reduce -19.5% |
| DOV Dover Corp. | 1.13% | 35,977 | $6.6M | Add +7.5% |
| AMAT Applied Materials Inc. | 1.12% | 35,817 | $6.6M | New |
| JNJ Johnson & Johnson | 1.11% | 42,589 | $6.5M | Add +6.1% |
| MPC Marathon Petroleum Corp. | 1.11% | 39,152 | $6.5M | Add +2.5% |
| FISV Fiserv Inc. | 1.11% | 37,691 | $6.5M | Add +25.9% |
| WBD Warner Bros Discovery Inc. | 1.11% | 566,188 | $6.5M | Add +10.6% |
| CMCSA Comcast Corp. Class A | 1.11% | 181,289 | $6.5M | Add +6.5% |
| EMR Emerson Electric Co. | 1.10% | 48,254 | $6.4M | Reduce -4.1% |
| ABBV Abbvie Inc. | 1.10% | 34,507 | $6.4M | Add +14.0% |
| SPG Simon Property Group Inc. | 1.10% | 39,838 | $6.4M | Add +9.4% |
| AEP American Electric Power | 1.09% | 61,153 | $6.3M | Add +2.3% |
| GPC Genuine Parts Co. | 1.08% | 52,165 | $6.3M | Add +2.4% |
| SNA Snap-on Inc. | 1.07% | 20,160 | $6.3M | Add +2.7% |
| DUK Duke Energy Corp. | 1.07% | 53,070 | $6.3M | Add +2.5% |
| BDX Becton Dickinson and Co. | 1.05% | 35,650 | $6.1M | Add +21.9% |
| HD Home Depot Inc. | 1.04% | 16,658 | $6.1M | Add +8.4% |
| ACN Accenture PLC Class A | 1.04% | 20,412 | $6.1M | Add +15.6% |
| BMY Bristol-Myers Squibb Co. | 1.04% | 131,574 | $6.1M | Add +15.0% |
| NUE Nucor Corp. | 1.02% | 46,151 | $6.0M | Reduce -11.6% |
| DG Dollar General Corp. | 1.02% | 51,997 | $5.9M | Reduce -23.6% |
| UDR Udr Inc. | 1.00% | 142,506 | $5.8M | Add +2.5% |
| INTC Intel Corp. | 0.99% | 257,570 | $5.8M | Add +18.3% |
| KHC The Kraft Heinz Co. | 0.98% | 221,291 | $5.7M | Add +2.4% |
| IPG Interpublic Group of Cos Inc. | 0.96% | 229,388 | $5.6M | Add +8.0% |
| AMCR Amcor PLC | 0.93% | 588,617 | $5.4M | New |
| SJM The JM Smucker Co. filed as SMUCKER J M CO | 0.92% | 54,623 | $5.4M | Add +14.6% |
| OKE Oneok Inc. | 0.91% | 65,385 | $5.3M | Add +23.9% |
| HSY The Hershey Co. | 0.86% | 30,253 | $5.0M | Add +2.3% |
| EOG EOG Resources Inc. | 0.84% | 40,826 | $4.9M | Add +2.4% |
| STZ Constellation Brands Inc. Class A | 0.80% | 28,774 | $4.7M | Add +2.4% |
| COP Conocophillips | 0.78% | 50,564 | $4.5M | Add +2.4% |
| SLM SLM Corp. | 0.22% | 38,967 | $1.3M | Reduce -5.9% |
| PB Prosperity Bancshares Inc. | 0.22% | 17,933 | $1.3M | Add +5.7% |
| HOMB Home Bancshares Inc. | 0.21% | 42,373 | $1.2M | Reduce -0.4% |
| CACI Caci International Inc. Class A | 0.19% | 2,304 | $1.1M | Add +11.6% |
| OSBC Old Second Bancorp Inc. | 0.18% | 60,674 | $1.1M | Add +1.4% |
| PRGS Progress Software Corp. | 0.18% | 16,691 | $1.1M | Reduce -5.9% |
| CW Curtiss-Wright Corp. | 0.18% | 2,179 | $1.1M | Reduce -21.5% |
| IBCP Independent Bank Corp. - Mich | 0.18% | 31,597 | $1.0M | Add +1.1% |
| BRC Brady Corporation Class A | 0.17% | 14,655 | $996K | Add +16.9% |
| NMIH Nmi Holdings Inc. filed as NMI HLDGS INC | 0.17% | 23,592 | $995K | Reduce -5.9% |
| RRX Regal Rexnord Corp. | 0.16% | 6,640 | $963K | Reduce -4.5% |
| ALG Alamo Group Inc. | 0.16% | 4,307 | $941K | Reduce -6.0% |
| EVR Evercore Inc. Class A | 0.16% | 3,362 | $908K | Add +6.5% |
| VVV Valvoline Inc. | 0.15% | 23,851 | $903K | Add +12.7% |
| AGM Federal Agric MTG Corp. Class C | 0.15% | 4,491 | $873K | Add +14.7% |
| GTLS Chart Industries Inc. | 0.14% | 5,101 | $840K | Reduce -19.5% |
| STRL Sterling Infrastructure Inc. | 0.14% | 3,534 | $815K | Reduce -51.4% |
| OLLI Ollie's Bargain Outlet Holdi | 0.14% | 6,162 | $812K | Reduce -3.4% |
| WCC Wesco International Inc. | 0.13% | 4,247 | $787K | Reduce -21.2% |
| EXLS Exlservice Holdings Inc. | 0.13% | 17,760 | $778K | New |
| BC Brunswick Corp. | 0.12% | 13,144 | $726K | Add +6.3% |
| KNX Knight-Swift Transportation | 0.11% | 15,171 | $671K | Reduce -13.7% |
| ENS Enersys | 0.11% | 7,688 | $659K | Reduce -5.8% |
| STAG Stag Industrial Inc. | 0.11% | 17,983 | $652K | Add +5.5% |
| NGVT Ingevity Corp. | 0.11% | 14,894 | $642K | Reduce -6.0% |
| PRG Prog Holdings Inc. | 0.10% | 20,408 | $599K | Reduce -5.9% |
| NSA National Storage Affiliates | 0.10% | 18,416 | $589K | Add +5.6% |
| CHX Championx Corp. | 0.09% | 21,834 | $542K | Add +47.9% |
| LXP LXP Industrial Trust | 0.09% | 64,699 | $534K | Reduce -16.4% |
| WKC World Kinect Corp. | 0.09% | 17,515 | $497K | Reduce -5.9% |
| ROCK Gibraltar Industries Inc. | 0.08% | 8,395 | $495K | New |
| MGRC McGrath Rentcorp | 0.07% | 3,405 | $395K | Add +15.6% |
| IOSP Innospec Inc. | 0.07% | 4,525 | $381K | Reduce -6.2% |
| MKSI MKS Inc. | 0.06% | 3,604 | $358K | New |
| WHD Cactus Inc. Class A | 0.06% | 8,130 | $355K | New |
| AVA Avista Corp. | 0.04% | 6,757 | $256K | Reduce -5.9% |
| SIGI Selective Insurance Group | 0.04% | 2,467 | $214K | Reduce -5.9% |
| EFOR Everforth Inc. filed as ASGN INC | 0.02% | 2,483 | $124K | Reduce -64.5% |
Portfolio Sells Q1 2025 → Q2 2025
| ICLR Icon PLC | Reduce -1.6% | 4.44% | −2.02 |
| HDB HDFC Bank Ltd.-ADR | Reduce -12.3% | 9.85% | −1.72 |
| XEL Xcel Energy Inc. | Sold out | 0.00% | −1.25 |
| BERY Berry Global Group Inc. | Sold out | 0.00% | −1.13 |
| HCA HCA Healthcare Inc. | Reduce -19.5% | 1.14% | −0.38 |
| CVS CVS Health Corp. | Reduce -4.7% | 1.18% | −0.27 |
| NUE Nucor Corp. | Reduce -11.6% | 1.02% | −0.25 |
| CSCO Cisco Systems Inc. | Reduce -12.1% | 1.17% | −0.24 |
| COR Cencora Inc. | Reduce -7.3% | 1.18% | −0.22 |
| DG Dollar General Corp. | Reduce -23.6% | 1.02% | −0.20 |
| HR Healthcare Realty Trust Inc. | Sold out | 0.00% | −0.13 |
| ASO Academy Sports & Outdoors Inc. | Sold out | 0.00% | −0.09 |
| JBSS John B. Sanfilippo & Son Inc. | Sold out | 0.00% | −0.09 |
| NVST Envista Holdings Corp. | Sold out | 0.00% | −0.09 |
| EFOR Everforth Inc. | Reduce -64.5% | 0.02% | −0.07 |
| DLX Deluxe Corp. | Sold out | 0.00% | −0.06 |
| MSFT Microsoft Corp. | Sold out | 0.00% | −0.06 |
| GOOGL Alphabet Inc. Class A | Sold out | 0.00% | −0.05 |
| CI The Cigna Group | Sold out | 0.00% | −0.05 |
| AMZN Amazon.com Inc. | Sold out | 0.00% | −0.05 |
| SSNHZ Samsung Electr-GDR Reg S | Sold out | 0.00% | −0.05 |
| LXP LXP Industrial Trust | Reduce -16.4% | 0.09% | −0.04 |
| CLH Clean Harbors Inc. | Sold out | 0.00% | −0.04 |
| GTLS Chart Industries Inc. | Reduce -19.5% | 0.14% | −0.04 |
| NOC Northrop Grumman Corp. | Sold out | 0.00% | −0.04 |
| KNX Knight-Swift Transportation | Reduce -13.7% | 0.11% | −0.04 |
| CNH Industrial NV | Sold out | 0.00% | −0.04 |
| KB KB Financial Group Inc.-ADR | Sold out | 0.00% | −0.04 |
| ENS Enersys | Reduce -5.8% | 0.11% | −0.04 |
| HOMB Home Bancshares Inc. | Reduce -0.4% | 0.21% | −0.04 |
| WCC Wesco International Inc. | Reduce -21.2% | 0.13% | −0.04 |
| SLM SLM Corp. | Reduce -5.9% | 0.22% | −0.03 |
| IOSP Innospec Inc. | Reduce -6.2% | 0.07% | −0.03 |
| STRL Sterling Infrastructure Inc. | Reduce -51.4% | 0.14% | −0.03 |
| WKC World Kinect Corp. | Reduce -5.9% | 0.09% | −0.02 |
| EMR Emerson Electric Co. | Reduce -4.1% | 1.10% | −0.02 |
| NGVT Ingevity Corp. | Reduce -6.0% | 0.11% | −0.02 |
| MATV Mativ Holdings Inc. | Sold out | 0.00% | −0.02 |
| AVA Avista Corp. | Reduce -5.9% | 0.04% | −0.02 |
| COF Capital One Financial Corp. | Reduce -1.1% | 1.26% | −0.02 |
| PRG Prog Holdings Inc. | Reduce -5.9% | 0.10% | −0.01 |
| NMIH Nmi Holdings Inc. | Reduce -5.9% | 0.17% | −0.01 |
| SIGI Selective Insurance Group | Reduce -5.9% | 0.04% | −0.01 |
| OLLI Ollie's Bargain Outlet Holdi | Reduce -3.4% | 0.14% | −0.01 |
| ALG Alamo Group Inc. | Reduce -6.0% | 0.16% | −0.01 |
| PRGS Progress Software Corp. | Reduce -5.9% | 0.18% | −0.00 |
| CW Curtiss-Wright Corp. | Reduce -21.5% | 0.18% | +0.00 |
| RRX Regal Rexnord Corp. | Reduce -4.5% | 0.16% | +0.00 |
| RYAAY Ryanair Holdings PLC-SP ADR | Reduce -1.4% | 9.41% | +1.08 |
Portfolio Buys Q1 2025 → Q2 2025
| INFY Infosys Ltd.-SP ADR | New | 8.88% | +8.88 |
| TSM Taiwan Semiconductor-SP ADR | Add +10.1% | 9.17% | +1.91 |
| AMAT Applied Materials Inc. | New | 1.12% | +1.12 |
| AMCR Amcor PLC | New | 0.93% | +0.93 |
| HUBB Hubbell Inc. | Add +8.2% | 1.25% | +0.14 |
| EXLS Exlservice Holdings Inc. | New | 0.13% | +0.13 |
| URI United Rentals Inc. | Add +9.0% | 1.39% | +0.13 |
| STT State Street Corp. | Add +6.5% | 1.45% | +0.09 |
| ROCK Gibraltar Industries Inc. | New | 0.08% | +0.08 |
| HBAN Huntington Bancshares Inc. | Add +11.7% | 1.45% | +0.07 |
| MKSI MKS Inc. | New | 0.06% | +0.06 |
| WHD Cactus Inc. Class A | New | 0.06% | +0.06 |
| C Citigroup Inc. | Add +2.4% | 1.56% | +0.05 |
| CACI Caci International Inc. Class A | Add +11.6% | 0.19% | +0.03 |
| EVR Evercore Inc. Class A | Add +6.5% | 0.16% | +0.03 |
| JPM JPMorgan Chase & Co. | Add +2.3% | 1.51% | +0.03 |
| IBM Intl Business Machines Corp. | Add +2.3% | 1.24% | +0.02 |
| VVV Valvoline Inc. | Add +12.7% | 0.15% | +0.00 |
| CHX Championx Corp. | Add +47.9% | 0.09% | +0.00 |
| MGRC McGrath Rentcorp | Add +15.6% | 0.07% | +0.00 |
| AGM Federal Agric MTG Corp. Class C | Add +14.7% | 0.15% | 0.00 |
| WBD Warner Bros Discovery Inc. | Add +10.6% | 1.11% | −0.01 |
| BRC Brady Corporation Class A | Add +16.9% | 0.17% | −0.01 |
| BC Brunswick Corp. | Add +6.3% | 0.12% | −0.01 |
| STAG Stag Industrial Inc. | Add +5.5% | 0.11% | −0.01 |
| INTC Intel Corp. | Add +18.3% | 0.99% | −0.02 |
| OSBC Old Second Bancorp Inc. | Add +1.4% | 0.18% | −0.02 |
| MPC Marathon Petroleum Corp. | Add +2.5% | 1.11% | −0.02 |
| IBCP Independent Bank Corp. - Mich | Add +1.1% | 0.18% | −0.02 |
| PB Prosperity Bancshares Inc. | Add +5.7% | 0.22% | −0.03 |
| NSA National Storage Affiliates | Add +5.6% | 0.10% | −0.04 |
| MTB M & T Bank Corp. | Add +6.3% | 1.34% | −0.04 |
| DOV Dover Corp. | Add +7.5% | 1.13% | −0.07 |
| ACN Accenture PLC Class A | Add +15.6% | 1.04% | −0.08 |
| MDT Medtronic PLC | Add +13.7% | 1.15% | −0.09 |
| HD Home Depot Inc. | Add +8.4% | 1.04% | −0.10 |
| MET Metlife Inc. | Add +7.5% | 1.22% | −0.13 |
| SPG Simon Property Group Inc. | Add +9.4% | 1.10% | −0.13 |
| LMT Lockheed Martin Corp. | Add +2.7% | 1.15% | −0.13 |
| OKE Oneok Inc. | Add +23.9% | 0.91% | −0.15 |
| GPC Genuine Parts Co. | Add +2.4% | 1.08% | −0.15 |
| HSY The Hershey Co. | Add +2.3% | 0.86% | −0.17 |
| CMCSA Comcast Corp. Class A | Add +6.5% | 1.11% | −0.17 |
| ABBV Abbvie Inc. | Add +14.0% | 1.10% | −0.19 |
| EOG EOG Resources Inc. | Add +2.4% | 0.84% | −0.20 |
| IPG Interpublic Group of Cos Inc. | Add +8.0% | 0.96% | −0.21 |
| DUK Duke Energy Corp. | Add +2.5% | 1.07% | −0.21 |
| SJM The JM Smucker Co. | Add +14.6% | 0.92% | −0.23 |
| FISV Fiserv Inc. | Add +25.9% | 1.11% | −0.23 |
| JNJ Johnson & Johnson | Add +6.1% | 1.11% | −0.24 |
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 |