Hudson Edge Investment Partners Inc.
In its 13F for Q3 2025 (holdings as of September 30, 2025, filed October 30, 2025), Hudson Edge Investment Partners Inc. reported 88 stock positions worth $617.8 million. Its top holding was Taiwan Semiconductor-SP ADR (TSM) at 10.7% of the portfolio, followed by Ryanair Holdings PLC-SP ADR (RYAAY, 9.3%) and HDFC Bank Ltd.-ADR (HDB, 8.3%). Compared with Q2 2025, it opened 1 new position, sold out of 4, added to 62 and reduced 24. The biggest buy was Taiwan Semiconductor-SP ADR (TSM, shares +0%) and the biggest sale an exit from Emerson Electric (EMR).
- Most Recent 13F
- Q2 2026
- Location
- JERSEY CITY, NJ
- CIK
- 0000740272
- Portfolio Value
- $617.8M (Q3 2025)
- SEC Filing
- 0001140361-25-039816 ↗ filed Oct 30, 2025
Holdings Value
Holdings 88 stocks · $617.8M
| TSM Taiwan Semiconductor-SP ADR | 10.73% | 237,303 | $66.3M | Add +0.3% |
| RYAAY Ryanair Holdings PLC-SP ADR | 9.33% | 956,650 | $57.6M | Add +0.3% |
| HDB HDFC Bank Ltd.-ADR | 8.33% | 1,506,200 | $51.5M | Add +0.3% |
| INFY Infosys Ltd.-SP ADR | 7.40% | 2,808,500 | $45.7M | Add +0.3% |
| ICLR Icon PLC | 5.69% | 200,739 | $35.1M | Add +12.4% |
| C Citigroup Inc. | 1.56% | 94,856 | $9.6M | Reduce -11.5% |
| JPM JPMorgan Chase & Co. | 1.56% | 30,489 | $9.6M | Reduce -0.0% |
| STT State Street Corp. | 1.41% | 74,971 | $8.7M | Reduce -5.7% |
| LMT Lockheed Martin Corp. | 1.38% | 17,017 | $8.5M | Add +17.1% |
| HBAN Huntington Bancshares Inc. | 1.31% | 467,881 | $8.1M | Reduce -7.4% |
| AMAT Applied Materials Inc. | 1.30% | 39,312 | $8.0M | Add +9.8% |
| MTB M & T Bank Corp. filed as M & T BK CORP | 1.30% | 40,543 | $8.0M | Add +0.1% |
| JNJ Johnson & Johnson | 1.28% | 42,652 | $7.9M | Add +0.1% |
| SNA Snap-on Inc. | 1.26% | 22,468 | $7.8M | Add +11.4% |
| AEP American Electric Power | 1.25% | 68,836 | $7.7M | Add +12.6% |
| MET Metlife Inc. | 1.25% | 93,760 | $7.7M | Add +6.1% |
| HUBB Hubbell Inc. | 1.24% | 17,870 | $7.7M | Add +0.1% |
| MDT Medtronic PLC | 1.24% | 80,450 | $7.7M | Add +4.3% |
| URI United Rentals Inc. | 1.24% | 8,003 | $7.6M | Reduce -25.8% |
| DUK Duke Energy Corp. | 1.24% | 61,717 | $7.6M | Add +16.3% |
| CVS CVS Health Corp. | 1.22% | 100,135 | $7.5M | No change |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 1.21% | 26,533 | $7.5M | Add +7.9% |
| SPG Simon Property Group Inc. | 1.21% | 39,785 | $7.5M | Reduce -0.1% |
| HCA HCA Healthcare Inc. | 1.20% | 17,444 | $7.4M | Add +0.1% |
| HD Home Depot Inc. | 1.20% | 18,297 | $7.4M | Add +9.8% |
| COF Capital One Financial Corp. | 1.19% | 34,716 | $7.4M | Add +0.1% |
| ABBV Abbvie Inc. | 1.19% | 31,807 | $7.4M | Reduce -7.8% |
| GPC Genuine Parts Co. | 1.17% | 52,115 | $7.2M | Reduce -0.1% |
| AFL Aflac Inc. | 1.17% | 64,584 | $7.2M | Reduce -0.0% |
| COR Cencora Inc. | 1.17% | 23,034 | $7.2M | Add +0.1% |
| BDX Becton Dickinson and Co. | 1.13% | 37,383 | $7.0M | Add +4.9% |
| ACN Accenture PLC Class A | 1.13% | 28,280 | $7.0M | Add +38.5% |
| WBD Warner Bros Discovery Inc. | 1.12% | 354,798 | $6.9M | Reduce -37.3% |
| DG Dollar General Corp. | 1.11% | 66,533 | $6.9M | Add +28.0% |
| UDR Udr Inc. | 1.11% | 183,962 | $6.9M | Add +29.1% |
| IPG Interpublic Group of Cos Inc. | 1.09% | 241,916 | $6.8M | Add +5.5% |
| FISV Fiserv Inc. | 1.09% | 52,015 | $6.7M | Add +38.0% |
| MPC Marathon Petroleum Corp. | 1.08% | 34,694 | $6.7M | Reduce -11.4% |
| DOV Dover Corp. | 1.08% | 39,834 | $6.6M | Add +10.7% |
| CSCO Cisco Systems Inc. | 1.06% | 95,681 | $6.5M | Reduce -3.3% |
| BMY Bristol-Myers Squibb Co. | 1.06% | 144,968 | $6.5M | Add +10.2% |
| SJM The JM Smucker Co. filed as SMUCKER J M CO | 1.05% | 59,897 | $6.5M | Add +9.7% |
| OKE Oneok Inc. | 1.04% | 87,667 | $6.4M | Add +34.1% |
| CMCSA Comcast Corp. Class A | 1.03% | 202,846 | $6.4M | Add +11.9% |
| NUE Nucor Corp. | 1.01% | 46,219 | $6.3M | Add +0.1% |
| HSY The Hershey Co. | 1.01% | 33,422 | $6.3M | Add +10.5% |
| KHC The Kraft Heinz Co. | 1.00% | 236,268 | $6.2M | Add +6.8% |
| COP Conocophillips | 0.91% | 59,192 | $5.6M | Add +17.1% |
| EOG EOG Resources Inc. | 0.85% | 46,778 | $5.2M | Add +14.6% |
| AMCR Amcor PLC | 0.78% | 589,491 | $4.8M | Add +0.1% |
| STZ Constellation Brands Inc. Class A | 0.77% | 35,316 | $4.8M | Add +22.7% |
| INTC Intel Corp. | 0.42% | 76,766 | $2.6M | Reduce -70.2% |
| CACI Caci International Inc. Class A | 0.21% | 2,600 | $1.3M | Add +12.8% |
| MKSI MKS Inc. | 0.21% | 10,388 | $1.3M | Add +188.2% |
| PB Prosperity Bancshares Inc. | 0.21% | 19,371 | $1.3M | Add +8.0% |
| HOMB Home Bancshares Inc. | 0.20% | 43,062 | $1.2M | Add +1.6% |
| PRGS Progress Software Corp. | 0.19% | 27,214 | $1.2M | Add +63.0% |
| BRC Brady Corporation Class A | 0.19% | 14,896 | $1.2M | Add +1.6% |
| RRX Regal Rexnord Corp. | 0.19% | 8,060 | $1.2M | Add +21.4% |
| WHD Cactus Inc. Class A | 0.18% | 28,388 | $1.1M | Add +249.2% |
| EVR Evercore Inc. Class A | 0.17% | 3,164 | $1.1M | Reduce -5.9% |
| OSBC Old Second Bancorp Inc. | 0.17% | 61,653 | $1.1M | Add +1.6% |
| IBCP Independent Bank Corp. - Mich | 0.17% | 34,337 | $1.1M | Add +8.7% |
| EXLS Exlservice Holdings Inc. | 0.17% | 23,341 | $1.0M | Add +31.4% |
| NMIH Nmi Holdings Inc. filed as NMI HLDGS INC | 0.16% | 25,944 | $995K | Add +10.0% |
| AGM Federal Agric MTG Corp. Class C | 0.16% | 5,874 | $987K | Add +30.8% |
| VVV Valvoline Inc. | 0.16% | 27,067 | $972K | Add +13.5% |
| SLM SLM Corp. | 0.16% | 34,775 | $963K | Reduce -10.8% |
| ROCK Gibraltar Industries Inc. | 0.15% | 15,048 | $945K | Add +79.3% |
| BC Brunswick Corp. | 0.15% | 14,680 | $928K | Add +11.7% |
| WCC Wesco International Inc. | 0.14% | 4,211 | $891K | Reduce -0.8% |
| ENS Enersys | 0.14% | 7,811 | $882K | Add +1.6% |
| EFSC Enterprise Financial Service | 0.14% | 14,567 | $845K | New |
| ALG Alamo Group Inc. | 0.14% | 4,372 | $835K | Add +1.5% |
| STAG Stag Industrial Inc. | 0.12% | 21,810 | $770K | Add +21.3% |
| OLLI Ollie's Bargain Outlet Holdi | 0.12% | 5,615 | $721K | Reduce -8.9% |
| KNX Knight-Swift Transportation | 0.11% | 17,134 | $677K | Add +12.9% |
| PRG Prog Holdings Inc. | 0.11% | 20,736 | $671K | Add +1.6% |
| LXP LXP Industrial Trust | 0.11% | 74,525 | $668K | Add +15.2% |
| GTLS Chart Industries Inc. | 0.10% | 3,195 | $639K | Reduce -37.4% |
| NSA National Storage Affiliates | 0.10% | 21,116 | $638K | Add +14.7% |
| NGVT Ingevity Corp. | 0.09% | 10,334 | $570K | Reduce -30.6% |
| CW Curtiss-Wright Corp. | 0.08% | 889 | $483K | Reduce -59.2% |
| IOSP Innospec Inc. | 0.06% | 4,593 | $354K | Add +1.5% |
| WKC World Kinect Corp. | 0.03% | 7,153 | $186K | Reduce -59.2% |
| AVA Avista Corp. | 0.03% | 4,828 | $183K | Reduce -28.6% |
| MGRC McGrath Rentcorp | 0.03% | 1,464 | $172K | Reduce -57.0% |
| STRL Sterling Infrastructure Inc. | 0.02% | 445 | $151K | Reduce -87.4% |
Portfolio Sells Q2 2025 → Q3 2025
| EMR Emerson Electric Co. | Sold out | 0.00% | −1.10 |
| INTC Intel Corp. | Reduce -70.2% | 0.42% | −0.57 |
| URI United Rentals Inc. | Reduce -25.8% | 1.24% | −0.15 |
| HBAN Huntington Bancshares Inc. | Reduce -7.4% | 1.31% | −0.14 |
| STRL Sterling Infrastructure Inc. | Reduce -87.4% | 0.02% | −0.12 |
| CSCO Cisco Systems Inc. | Reduce -3.3% | 1.06% | −0.11 |
| CW Curtiss-Wright Corp. | Reduce -59.2% | 0.08% | −0.10 |
| CHX Championx Corp. | Sold out | 0.00% | −0.09 |
| SLM SLM Corp. | Reduce -10.8% | 0.16% | −0.06 |
| WKC World Kinect Corp. | Reduce -59.2% | 0.03% | −0.05 |
| GTLS Chart Industries Inc. | Reduce -37.4% | 0.10% | −0.04 |
| MGRC McGrath Rentcorp | Reduce -57.0% | 0.03% | −0.04 |
| STT State Street Corp. | Reduce -5.7% | 1.41% | −0.04 |
| SIGI Selective Insurance Group | Sold out | 0.00% | −0.04 |
| MPC Marathon Petroleum Corp. | Reduce -11.4% | 1.08% | −0.03 |
| OLLI Ollie's Bargain Outlet Holdi | Reduce -8.9% | 0.12% | −0.02 |
| EFOR Everforth Inc. | Sold out | 0.00% | −0.02 |
| NGVT Ingevity Corp. | Reduce -30.6% | 0.09% | −0.02 |
| AVA Avista Corp. | Reduce -28.6% | 0.03% | −0.01 |
| C Citigroup Inc. | Reduce -11.5% | 1.56% | −0.00 |
| AFL Aflac Inc. | Reduce -0.0% | 1.17% | +0.00 |
| WCC Wesco International Inc. | Reduce -0.8% | 0.14% | +0.01 |
| WBD Warner Bros Discovery Inc. | Reduce -37.3% | 1.12% | +0.01 |
| EVR Evercore Inc. Class A | Reduce -5.9% | 0.17% | +0.02 |
| JPM JPMorgan Chase & Co. | Reduce -0.0% | 1.56% | +0.04 |
| GPC Genuine Parts Co. | Reduce -0.1% | 1.17% | +0.09 |
| ABBV Abbvie Inc. | Reduce -7.8% | 1.19% | +0.10 |
| SPG Simon Property Group Inc. | Reduce -0.1% | 1.21% | +0.11 |
Portfolio Buys Q2 2025 → Q3 2025
| TSM Taiwan Semiconductor-SP ADR | Add +0.3% | 10.73% | +1.56 |
| ICLR Icon PLC | Add +12.4% | 5.69% | +1.24 |
| LMT Lockheed Martin Corp. | Add +17.1% | 1.38% | +0.22 |
| SNA Snap-on Inc. | Add +11.4% | 1.26% | +0.19 |
| AMAT Applied Materials Inc. | Add +9.8% | 1.30% | +0.18 |
| AEP American Electric Power | Add +12.6% | 1.25% | +0.17 |
| JNJ Johnson & Johnson | Add +0.1% | 1.28% | +0.17 |
| DUK Duke Energy Corp. | Add +16.3% | 1.24% | +0.16 |
| HD Home Depot Inc. | Add +9.8% | 1.20% | +0.16 |
| HSY The Hershey Co. | Add +10.5% | 1.01% | +0.15 |
| MKSI MKS Inc. | Add +188.2% | 0.21% | +0.15 |
| EFSC Enterprise Financial Service | New | 0.14% | +0.14 |
| SJM The JM Smucker Co. | Add +9.7% | 1.05% | +0.14 |
| IPG Interpublic Group of Cos Inc. | Add +5.5% | 1.09% | +0.13 |
| COP Conocophillips | Add +17.1% | 0.91% | +0.13 |
| OKE Oneok Inc. | Add +34.1% | 1.04% | +0.12 |
| WHD Cactus Inc. Class A | Add +249.2% | 0.18% | +0.12 |
| UDR Udr Inc. | Add +29.1% | 1.11% | +0.11 |
| DG Dollar General Corp. | Add +28.0% | 1.11% | +0.10 |
| MDT Medtronic PLC | Add +4.3% | 1.24% | +0.09 |
| ACN Accenture PLC Class A | Add +38.5% | 1.13% | +0.09 |
| BDX Becton Dickinson and Co. | Add +4.9% | 1.13% | +0.08 |
| ROCK Gibraltar Industries Inc. | Add +79.3% | 0.15% | +0.07 |
| HCA HCA Healthcare Inc. | Add +0.1% | 1.20% | +0.06 |
| MET Metlife Inc. | Add +6.1% | 1.25% | +0.03 |
| EXLS Exlservice Holdings Inc. | Add +31.4% | 0.17% | +0.03 |
| ENS Enersys | Add +1.6% | 0.14% | +0.03 |
| BC Brunswick Corp. | Add +11.7% | 0.15% | +0.03 |
| RRX Regal Rexnord Corp. | Add +21.4% | 0.19% | +0.02 |
| CACI Caci International Inc. Class A | Add +12.8% | 0.21% | +0.02 |
| KHC The Kraft Heinz Co. | Add +6.8% | 1.00% | +0.02 |
| BRC Brady Corporation Class A | Add +1.6% | 0.19% | +0.02 |
| LXP LXP Industrial Trust | Add +15.2% | 0.11% | +0.02 |
| BMY Bristol-Myers Squibb Co. | Add +10.2% | 1.06% | +0.02 |
| EOG EOG Resources Inc. | Add +14.6% | 0.85% | +0.01 |
| STAG Stag Industrial Inc. | Add +21.3% | 0.12% | +0.01 |
| PRGS Progress Software Corp. | Add +63.0% | 0.19% | +0.01 |
| AGM Federal Agric MTG Corp. Class C | Add +30.8% | 0.16% | +0.01 |
| PRG Prog Holdings Inc. | Add +1.6% | 0.11% | +0.01 |
| VVV Valvoline Inc. | Add +13.5% | 0.16% | +0.00 |
| NSA National Storage Affiliates | Add +14.7% | 0.10% | +0.00 |
| HUBB Hubbell Inc. | Add +0.1% | 1.24% | −0.00 |
| IBCP Independent Bank Corp. - Mich | Add +8.7% | 0.17% | −0.00 |
| KNX Knight-Swift Transportation | Add +12.9% | 0.11% | −0.01 |
| PB Prosperity Bancshares Inc. | Add +8.0% | 0.21% | −0.01 |
| IOSP Innospec Inc. | Add +1.5% | 0.06% | −0.01 |
| HOMB Home Bancshares Inc. | Add +1.6% | 0.20% | −0.01 |
| NMIH Nmi Holdings Inc. | Add +10.0% | 0.16% | −0.01 |
| NUE Nucor Corp. | Add +0.1% | 1.01% | −0.01 |
| OSBC Old Second Bancorp Inc. | Add +1.6% | 0.17% | −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 |