Hudson Edge Investment Partners Inc.
In its 13F for Q4 2025 (holdings as of December 31, 2025, filed January 27, 2026), Hudson Edge Investment Partners Inc. reported 87 stock positions worth $674.9 million. Its top holding was Taiwan Semiconductor-SP ADR (TSM) at 10.6% of the portfolio, followed by Ryanair Holdings PLC-SP ADR (RYAAY, 10.2%) and HDFC Bank Ltd.-ADR (HDB, 8.1%). Compared with Q3 2025, it opened 6 new positions, sold out of 7, added to 38 and reduced 43. The biggest buy was Icon (ICLR, shares +30%) and the biggest sale an exit from Interpublic Group of Cos (IPG).
- Most Recent 13F
- Q2 2026
- Location
- JERSEY CITY, NJ
- CIK
- 0000740272
- Portfolio Value
- $674.9M (Q4 2025)
- SEC Filing
- 0001140361-26-002488 ↗ filed Jan 27, 2026
Holdings Value
Holdings 87 stocks · $674.9M
| TSM Taiwan Semiconductor-SP ADR | 10.60% | 235,503 | $71.6M | Reduce -0.8% |
| RYAAY Ryanair Holdings PLC-SP ADR | 10.16% | 949,550 | $68.5M | Reduce -0.7% |
| HDB HDFC Bank Ltd.-ADR | 8.09% | 1,495,000 | $54.6M | Reduce -0.7% |
| INFY Infosys Ltd.-SP ADR | 7.51% | 2,845,690 | $50.7M | Add +1.3% |
| ICLR Icon PLC | 7.03% | 260,449 | $47.5M | Add +29.8% |
| WBD Warner Bros Discovery Inc. | 1.63% | 382,368 | $11.0M | Add +7.8% |
| C Citigroup Inc. | 1.51% | 87,329 | $10.2M | Reduce -7.9% |
| JPM JPMorgan Chase & Co. | 1.36% | 28,430 | $9.2M | Reduce -6.8% |
| BMY Bristol-Myers Squibb Co. | 1.35% | 168,767 | $9.1M | Add +16.4% |
| JNJ Johnson & Johnson | 1.34% | 43,706 | $9.0M | Add +2.5% |
| DOV Dover Corp. | 1.24% | 42,966 | $8.4M | Add +7.9% |
| BDX Becton Dickinson and Co. | 1.23% | 42,792 | $8.3M | Add +14.5% |
| ACN Accenture PLC Class A | 1.22% | 30,790 | $8.3M | Add +8.9% |
| LMT Lockheed Martin Corp. | 1.20% | 16,809 | $8.1M | Reduce -1.2% |
| MET Metlife Inc. | 1.19% | 101,903 | $8.0M | Add +8.7% |
| UDR Udr Inc. | 1.19% | 218,910 | $8.0M | Add +19.0% |
| HBAN Huntington Bancshares Inc. | 1.19% | 462,017 | $8.0M | Reduce -1.3% |
| MTB M & T Bank Corp. filed as M & T BK CORP | 1.19% | 39,752 | $8.0M | Reduce -1.9% |
| STT State Street Corp. | 1.18% | 61,724 | $8.0M | Reduce -17.7% |
| SNA Snap-on Inc. | 1.18% | 23,028 | $7.9M | Add +2.5% |
| COF Capital One Financial Corp. | 1.16% | 32,245 | $7.8M | Reduce -7.1% |
| NUE Nucor Corp. | 1.15% | 47,397 | $7.7M | Add +2.5% |
| OKE Oneok Inc. | 1.14% | 104,460 | $7.7M | Add +19.2% |
| DG Dollar General Corp. | 1.13% | 57,603 | $7.6M | Reduce -13.4% |
| COP Conocophillips | 1.13% | 81,612 | $7.6M | Add +37.9% |
| HCA HCA Healthcare Inc. | 1.12% | 16,237 | $7.6M | Reduce -6.9% |
| HUBB Hubbell Inc. | 1.12% | 17,064 | $7.6M | Reduce -4.5% |
| SPG Simon Property Group Inc. | 1.12% | 40,756 | $7.5M | Add +2.4% |
| CVS CVS Health Corp. | 1.11% | 94,175 | $7.5M | Reduce -6.0% |
| COR Cencora Inc. | 1.11% | 22,103 | $7.5M | Reduce -4.0% |
| DUK Duke Energy Corp. | 1.10% | 63,317 | $7.4M | Add +2.6% |
| AFL Aflac Inc. | 1.08% | 66,164 | $7.3M | Add +2.5% |
| AEP American Electric Power | 1.08% | 63,149 | $7.3M | Reduce -8.3% |
| MDT Medtronic PLC | 1.07% | 75,355 | $7.2M | Reduce -6.3% |
| AMAT Applied Materials Inc. | 1.06% | 27,878 | $7.2M | Reduce -29.1% |
| HD Home Depot Inc. | 1.06% | 20,792 | $7.2M | Add +13.6% |
| SJM The JM Smucker Co. filed as SMUCKER J M CO | 1.05% | 72,437 | $7.1M | Add +20.9% |
| CSCO Cisco Systems Inc. | 1.04% | 90,900 | $7.0M | Reduce -5.0% |
| EOG EOG Resources Inc. | 1.03% | 66,470 | $7.0M | Add +42.1% |
| ABBV Abbvie Inc. | 1.03% | 30,531 | $7.0M | Reduce -4.0% |
| URI United Rentals Inc. | 1.02% | 8,523 | $6.9M | Add +6.5% |
| OMC Omnicom Group | 1.02% | 85,363 | $6.9M | New |
| CMCSA Comcast Corp. Class A | 1.02% | 229,400 | $6.9M | Add +13.1% |
| FISV Fiserv Inc. | 1.00% | 100,415 | $6.7M | Add +93.0% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.99% | 22,499 | $6.7M | Reduce -15.2% |
| STZ Constellation Brands Inc. Class A | 0.98% | 48,062 | $6.6M | Add +36.1% |
| GPC Genuine Parts Co. | 0.97% | 53,434 | $6.6M | Add +2.5% |
| KHC The Kraft Heinz Co. | 0.93% | 259,473 | $6.3M | Add +9.8% |
| HSY The Hershey Co. | 0.92% | 34,271 | $6.2M | Add +2.5% |
| O Realty Income Corp. | 0.81% | 97,124 | $5.5M | New |
| MPC Marathon Petroleum Corp. | 0.76% | 31,364 | $5.1M | Reduce -9.6% |
| AMCR Amcor PLC | 0.75% | 604,625 | $5.0M | New |
| PB Prosperity Bancshares Inc. | 0.23% | 22,696 | $1.6M | Add +17.2% |
| HOMB Home Bancshares Inc. | 0.22% | 53,818 | $1.5M | Add +25.0% |
| WHD Cactus Inc. Class A | 0.19% | 27,354 | $1.2M | Reduce -3.6% |
| BRC Brady Corporation Class A | 0.17% | 14,612 | $1.1M | Reduce -1.9% |
| OSBC Old Second Bancorp Inc. | 0.17% | 58,241 | $1.1M | Reduce -5.5% |
| IBCP Independent Bank Corp. - Mich | 0.17% | 34,655 | $1.1M | Add +0.9% |
| PRGS Progress Software Corp. | 0.16% | 25,626 | $1.1M | Reduce -5.8% |
| AGM Federal Agric MTG Corp. Class C | 0.16% | 6,000 | $1.1M | Add +2.1% |
| SLM SLM Corp. | 0.15% | 38,591 | $1.0M | Add +11.0% |
| MKSI MKS Inc. | 0.15% | 6,310 | $1.0M | Reduce -39.3% |
| RRX Regal Rexnord Corp. | 0.15% | 7,182 | $1.0M | Reduce -10.9% |
| EXLS Exlservice Holdings Inc. | 0.15% | 23,511 | $998K | Add +0.7% |
| EVR Evercore Inc. Class A | 0.14% | 2,757 | $938K | Reduce -12.9% |
| CACI Caci International Inc. Class A | 0.13% | 1,673 | $891K | Reduce -35.6% |
| TMHC Taylor Morrison Home Corp. | 0.13% | 14,813 | $872K | New |
| BC Brunswick Corp. | 0.13% | 11,732 | $871K | Reduce -20.1% |
| ROCK Gibraltar Industries Inc. | 0.13% | 17,580 | $869K | Add +16.8% |
| ENS Enersys | 0.13% | 5,786 | $849K | Reduce -25.9% |
| NMIH Nmi Holdings Inc. filed as NMI HLDGS INC | 0.13% | 20,709 | $845K | Reduce -20.2% |
| BDC Belden Inc. | 0.12% | 6,937 | $809K | New |
| VVV Valvoline Inc. | 0.12% | 27,672 | $804K | Add +2.2% |
| ALG Alamo Group Inc. | 0.11% | 4,556 | $765K | Add +4.2% |
| OLLI Ollie's Bargain Outlet Holdi | 0.11% | 6,619 | $726K | Add +17.9% |
| LXP LXP Industrial Trust | 0.11% | 14,618 | $725K | Reduce -80.4% |
| STAG Stag Industrial Inc. | 0.10% | 18,686 | $687K | Reduce -14.3% |
| WCC Wesco International Inc. | 0.10% | 2,734 | $669K | Reduce -35.1% |
| KNX Knight-Swift Transportation | 0.10% | 12,775 | $668K | Reduce -25.4% |
| AHCO Adapthealth Corp. | 0.09% | 61,636 | $614K | New |
| PRG Prog Holdings Inc. | 0.09% | 19,518 | $576K | Reduce -5.9% |
| NSA National Storage Affiliates | 0.08% | 19,878 | $561K | Reduce -5.9% |
| GTLS Chart Industries Inc. | 0.06% | 1,865 | $385K | Reduce -41.6% |
| MGRC McGrath Rentcorp | 0.05% | 3,422 | $359K | Add +133.7% |
| CW Curtiss-Wright Corp. | 0.05% | 630 | $347K | Reduce -29.1% |
| IOSP Innospec Inc. | 0.05% | 4,316 | $330K | Reduce -6.0% |
| AVA Avista Corp. | 0.03% | 4,538 | $175K | Reduce -6.0% |
Portfolio Sells Q3 2025 → Q4 2025
| IPG Interpublic Group of Cos Inc. | Sold out | 0.00% | −1.09 |
| AMCR Amcor PLC | Sold out | 0.00% | −0.78 |
| INTC Intel Corp. | Sold out | 0.00% | −0.42 |
| MPC Marathon Petroleum Corp. | Reduce -9.6% | 0.76% | −0.33 |
| AMAT Applied Materials Inc. | Reduce -29.1% | 1.06% | −0.24 |
| HDB HDFC Bank Ltd.-ADR | Reduce -0.7% | 8.09% | −0.23 |
| STT State Street Corp. | Reduce -17.7% | 1.18% | −0.23 |
| IBM Intl Business Machines Corp. | Reduce -15.2% | 0.99% | −0.22 |
| JPM JPMorgan Chase & Co. | Reduce -6.8% | 1.36% | −0.20 |
| AEP American Electric Power | Reduce -8.3% | 1.08% | −0.17 |
| LMT Lockheed Martin Corp. | Reduce -1.2% | 1.20% | −0.17 |
| MDT Medtronic PLC | Reduce -6.3% | 1.07% | −0.17 |
| ABBV Abbvie Inc. | Reduce -4.0% | 1.03% | −0.16 |
| EFSC Enterprise Financial Service | Sold out | 0.00% | −0.14 |
| TSM Taiwan Semiconductor-SP ADR | Reduce -0.8% | 10.60% | −0.12 |
| HUBB Hubbell Inc. | Reduce -4.5% | 1.12% | −0.12 |
| HBAN Huntington Bancshares Inc. | Reduce -1.3% | 1.19% | −0.12 |
| CVS CVS Health Corp. | Reduce -6.0% | 1.11% | −0.11 |
| MTB M & T Bank Corp. | Reduce -1.9% | 1.19% | −0.11 |
| NGVT Ingevity Corp. | Sold out | 0.00% | −0.09 |
| HCA HCA Healthcare Inc. | Reduce -6.9% | 1.12% | −0.08 |
| CACI Caci International Inc. Class A | Reduce -35.6% | 0.13% | −0.08 |
| COR Cencora Inc. | Reduce -4.0% | 1.11% | −0.06 |
| MKSI MKS Inc. | Reduce -39.3% | 0.15% | −0.06 |
| C Citigroup Inc. | Reduce -7.9% | 1.51% | −0.05 |
| GTLS Chart Industries Inc. | Reduce -41.6% | 0.06% | −0.05 |
| WCC Wesco International Inc. | Reduce -35.1% | 0.10% | −0.05 |
| RRX Regal Rexnord Corp. | Reduce -10.9% | 0.15% | −0.04 |
| COF Capital One Financial Corp. | Reduce -7.1% | 1.16% | −0.04 |
| NMIH Nmi Holdings Inc. | Reduce -20.2% | 0.13% | −0.04 |
| EVR Evercore Inc. Class A | Reduce -12.9% | 0.14% | −0.03 |
| PRGS Progress Software Corp. | Reduce -5.8% | 0.16% | −0.03 |
| WKC World Kinect Corp. | Sold out | 0.00% | −0.03 |
| CW Curtiss-Wright Corp. | Reduce -29.1% | 0.05% | −0.03 |
| STRL Sterling Infrastructure Inc. | Sold out | 0.00% | −0.02 |
| PRG Prog Holdings Inc. | Reduce -5.9% | 0.09% | −0.02 |
| STAG Stag Industrial Inc. | Reduce -14.3% | 0.10% | −0.02 |
| CSCO Cisco Systems Inc. | Reduce -5.0% | 1.04% | −0.02 |
| BC Brunswick Corp. | Reduce -20.1% | 0.13% | −0.02 |
| NSA National Storage Affiliates | Reduce -5.9% | 0.08% | −0.02 |
| BRC Brady Corporation Class A | Reduce -1.9% | 0.17% | −0.02 |
| ENS Enersys | Reduce -25.9% | 0.13% | −0.02 |
| KNX Knight-Swift Transportation | Reduce -25.4% | 0.10% | −0.01 |
| IOSP Innospec Inc. | Reduce -6.0% | 0.05% | −0.01 |
| OSBC Old Second Bancorp Inc. | Reduce -5.5% | 0.17% | −0.00 |
| AVA Avista Corp. | Reduce -6.0% | 0.03% | −0.00 |
| LXP LXP Industrial Trust | Reduce -80.4% | 0.11% | −0.00 |
| WHD Cactus Inc. Class A | Reduce -3.6% | 0.19% | +0.00 |
| DG Dollar General Corp. | Reduce -13.4% | 1.13% | +0.02 |
| RYAAY Ryanair Holdings PLC-SP ADR | Reduce -0.7% | 10.16% | +0.83 |
Portfolio Buys Q3 2025 → Q4 2025
| ICLR Icon PLC | Add +29.8% | 7.03% | +1.35 |
| OMC Omnicom Group | New | 1.02% | +1.02 |
| O Realty Income Corp. | New | 0.81% | +0.81 |
| AMCR Amcor PLC | New | 0.75% | +0.75 |
| WBD Warner Bros Discovery Inc. | Add +7.8% | 1.63% | +0.51 |
| BMY Bristol-Myers Squibb Co. | Add +16.4% | 1.35% | +0.29 |
| COP Conocophillips | Add +37.9% | 1.13% | +0.23 |
| STZ Constellation Brands Inc. Class A | Add +36.1% | 0.98% | +0.21 |
| EOG EOG Resources Inc. | Add +42.1% | 1.03% | +0.19 |
| DOV Dover Corp. | Add +7.9% | 1.24% | +0.17 |
| NUE Nucor Corp. | Add +2.5% | 1.15% | +0.13 |
| TMHC Taylor Morrison Home Corp. | New | 0.13% | +0.13 |
| BDC Belden Inc. | New | 0.12% | +0.12 |
| INFY Infosys Ltd.-SP ADR | Add +1.3% | 7.51% | +0.12 |
| OKE Oneok Inc. | Add +19.2% | 1.14% | +0.10 |
| BDX Becton Dickinson and Co. | Add +14.5% | 1.23% | +0.10 |
| ACN Accenture PLC Class A | Add +8.9% | 1.22% | +0.10 |
| AHCO Adapthealth Corp. | New | 0.09% | +0.09 |
| UDR Udr Inc. | Add +19.0% | 1.19% | +0.08 |
| JNJ Johnson & Johnson | Add +2.5% | 1.34% | +0.06 |
| MGRC McGrath Rentcorp | Add +133.7% | 0.05% | +0.03 |
| PB Prosperity Bancshares Inc. | Add +17.2% | 0.23% | +0.02 |
| HOMB Home Bancshares Inc. | Add +25.0% | 0.22% | +0.02 |
| SLM SLM Corp. | Add +11.0% | 0.15% | −0.00 |
| SJM The JM Smucker Co. | Add +20.9% | 1.05% | −0.00 |
| AGM Federal Agric MTG Corp. Class C | Add +2.1% | 0.16% | −0.00 |
| IBCP Independent Bank Corp. - Mich | Add +0.9% | 0.17% | −0.01 |
| OLLI Ollie's Bargain Outlet Holdi | Add +17.9% | 0.11% | −0.01 |
| CMCSA Comcast Corp. Class A | Add +13.1% | 1.02% | −0.02 |
| EXLS Exlservice Holdings Inc. | Add +0.7% | 0.15% | −0.02 |
| ALG Alamo Group Inc. | Add +4.2% | 0.11% | −0.02 |
| ROCK Gibraltar Industries Inc. | Add +16.8% | 0.13% | −0.02 |
| VVV Valvoline Inc. | Add +2.2% | 0.12% | −0.04 |
| MET Metlife Inc. | Add +8.7% | 1.19% | −0.06 |
| KHC The Kraft Heinz Co. | Add +9.8% | 0.93% | −0.06 |
| SNA Snap-on Inc. | Add +2.5% | 1.18% | −0.08 |
| FISV Fiserv Inc. | Add +93.0% | 1.00% | −0.09 |
| AFL Aflac Inc. | Add +2.5% | 1.08% | −0.09 |
| HSY The Hershey Co. | Add +2.5% | 0.92% | −0.09 |
| SPG Simon Property Group Inc. | Add +2.4% | 1.12% | −0.09 |
| DUK Duke Energy Corp. | Add +2.6% | 1.10% | −0.14 |
| HD Home Depot Inc. | Add +13.6% | 1.06% | −0.14 |
| GPC Genuine Parts Co. | Add +2.5% | 0.97% | −0.20 |
| URI United Rentals Inc. | Add +6.5% | 1.02% | −0.21 |
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 |