Hudson Edge Investment Partners Inc.
In its 13F for Q1 2026 (holdings as of March 31, 2026, filed April 27, 2026), Hudson Edge Investment Partners Inc. reported 101 stock positions worth $684.3 million. Its top holding was Taiwan Semiconductor-SP ADR (TSM) at 12.0% of the portfolio, followed by Infosys Ltd.-SP ADR (INFY, 8.8%) and Ryanair Holdings PLC-SP ADR (RYAAY, 8.3%). Compared with Q4 2025, it opened 16 new positions, sold out of 3, added to 39 and reduced 46. The biggest buy was Taiwan Semiconductor-SP ADR (TSM, shares +3%) and the biggest sale an exit from Hershey (HSY).
- Most Recent 13F
- Q2 2026
- Location
- JERSEY CITY, NJ
- CIK
- 0000740272
- Portfolio Value
- $684.3M (Q1 2026)
- SEC Filing
- 0001140361-26-017020 ↗ filed Apr 27, 2026
Holdings Value
Holdings 101 stocks · $684.3M
| TSM Taiwan Semiconductor-SP ADR | 11.97% | 242,343 | $81.9M | Add +2.9% |
| INFY Infosys Ltd.-SP ADR | 8.79% | 4,452,990 | $60.2M | Add +56.5% |
| RYAAY Ryanair Holdings PLC-SP ADR | 8.26% | 977,250 | $56.5M | Add +2.9% |
| HDB HDFC Bank Ltd.-ADR | 7.39% | 2,033,200 | $50.6M | Add +36.0% |
| ICLR Icon PLC | 5.16% | 319,003 | $35.3M | Add +22.5% |
| WBD Warner Bros Discovery Inc. | 1.53% | 381,878 | $10.5M | Reduce -0.1% |
| OKE Oneok Inc. | 1.36% | 102,623 | $9.3M | Reduce -1.8% |
| DOV Dover Corp. | 1.29% | 42,313 | $8.8M | Reduce -1.5% |
| JNJ Johnson & Johnson | 1.28% | 35,708 | $8.7M | Reduce -18.3% |
| COP Conocophillips | 1.26% | 65,408 | $8.6M | Reduce -19.9% |
| C Citigroup Inc. | 1.25% | 75,164 | $8.5M | Reduce -13.9% |
| BMY Bristol-Myers Squibb Co. | 1.23% | 138,879 | $8.4M | Reduce -17.7% |
| EOG EOG Resources Inc. | 1.23% | 58,110 | $8.4M | Reduce -12.6% |
| JPM JPMorgan Chase & Co. | 1.20% | 27,888 | $8.2M | Reduce -1.9% |
| SNA Snap-on Inc. | 1.20% | 22,577 | $8.2M | Reduce -2.0% |
| MTB M & T Bank Corp. filed as M & T BK CORP | 1.18% | 39,199 | $8.1M | Reduce -1.4% |
| LMT Lockheed Martin Corp. | 1.15% | 13,074 | $7.9M | Reduce -22.2% |
| MDT Medtronic PLC | 1.13% | 89,509 | $7.8M | Add +18.8% |
| DG Dollar General Corp. | 1.13% | 65,192 | $7.7M | Add +13.2% |
| PEP Pepsico Inc. | 1.13% | 49,608 | $7.7M | New |
| ACN Accenture PLC Class A | 1.12% | 38,787 | $7.7M | Add +26.0% |
| STT State Street Corp. | 1.12% | 60,760 | $7.7M | Reduce -1.6% |
| UDR Udr Inc. | 1.12% | 227,336 | $7.7M | Add +3.9% |
| STZ Constellation Brands Inc. Class A | 1.10% | 50,323 | $7.5M | Add +4.7% |
| HCA HCA Healthcare Inc. | 1.10% | 15,950 | $7.5M | Reduce -1.8% |
| CVS CVS Health Corp. | 1.10% | 104,865 | $7.5M | Add +11.3% |
| URI United Rentals Inc. | 1.10% | 10,289 | $7.5M | Add +20.7% |
| GPC Genuine Parts Co. | 1.10% | 70,856 | $7.5M | Add +32.6% |
| SJM The JM Smucker Co. filed as SMUCKER J M CO | 1.09% | 77,662 | $7.5M | Add +7.2% |
| SPG Simon Property Group Inc. | 1.09% | 39,981 | $7.5M | Reduce -1.9% |
| HD Home Depot Inc. | 1.09% | 22,631 | $7.4M | Add +8.8% |
| HUBB Hubbell Inc. | 1.09% | 15,144 | $7.4M | Reduce -11.3% |
| COR Cencora Inc. | 1.08% | 23,496 | $7.4M | Add +6.3% |
| HBAN Huntington Bancshares Inc. | 1.08% | 470,518 | $7.4M | Add +1.8% |
| AEP American Electric Power | 1.07% | 56,072 | $7.3M | Reduce -11.2% |
| DUK Duke Energy Corp. | 1.07% | 55,737 | $7.3M | Reduce -12.0% |
| CMCSA Comcast Corp. Class A | 1.07% | 254,002 | $7.3M | Add +10.7% |
| O Realty Income Corp. | 1.06% | 119,043 | $7.3M | Add +22.6% |
| NUE Nucor Corp. | 1.05% | 42,383 | $7.2M | Reduce -10.6% |
| AFL Aflac Inc. | 1.04% | 64,950 | $7.1M | Reduce -1.8% |
| ABBV Abbvie Inc. | 1.04% | 32,743 | $7.1M | Add +7.3% |
| MET Metlife Inc. | 1.03% | 100,066 | $7.1M | Reduce -1.8% |
| BDX Becton Dickinson and Co. | 1.03% | 44,745 | $7.0M | Add +4.6% |
| CSCO Cisco Systems Inc. | 1.01% | 89,149 | $6.9M | Reduce -1.9% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 1.00% | 28,281 | $6.9M | Add +25.7% |
| OMC Omnicom Group | 1.00% | 90,776 | $6.8M | Add +6.3% |
| FISV Fiserv Inc. | 0.97% | 118,898 | $6.6M | Add +18.4% |
| ADBE Adobe Inc. | 0.96% | 27,079 | $6.6M | New |
| KHC The Kraft Heinz Co. | 0.94% | 285,939 | $6.4M | Add +10.2% |
| AMAT Applied Materials Inc. | 0.85% | 17,044 | $5.8M | Reduce -38.9% |
| COF Capital One Financial Corp. | 0.84% | 31,583 | $5.8M | Reduce -2.0% |
| IWF iShares Russell 1000 Growth | 0.80% | 12,890 | $5.5M | New |
| AMCR Amcor PLC | 0.69% | 118,545 | $4.7M | Reduce -80.4% |
| EFA iShares MSCI Eafe ETF | 0.67% | 47,196 | $4.6M | New |
| MPC Marathon Petroleum Corp. | 0.26% | 7,253 | $1.8M | Reduce -76.9% |
| PB Prosperity Bancshares Inc. | 0.21% | 21,674 | $1.5M | Reduce -4.5% |
| HOMB Home Bancshares Inc. | 0.21% | 53,977 | $1.5M | Add +0.3% |
| SCHG Schwab US Large-Cap Growth | 0.21% | 49,466 | $1.4M | New |
| AHCO Adapthealth Corp. | 0.20% | 113,679 | $1.4M | Add +84.4% |
| AGM Federal Agric MTG Corp. Class C | 0.15% | 7,062 | $1.0M | Add +17.7% |
| BRC Brady Corporation Class A | 0.15% | 12,763 | $1.0M | Reduce -12.7% |
| BC Brunswick Corp. | 0.15% | 14,089 | $1.0M | Add +20.1% |
| TMHC Taylor Morrison Home Corp. | 0.15% | 17,405 | $1.0M | Add +17.5% |
| ACWX iShares MSCI Acwi Ex US ETF | 0.15% | 14,722 | $1.0M | New |
| OLLI Ollie's Bargain Outlet Holdi | 0.14% | 10,382 | $956K | Add +56.9% |
| VVV Valvoline Inc. | 0.14% | 28,363 | $955K | Add +2.5% |
| ST Sensata Technologies Holdplc | 0.14% | 26,994 | $951K | New |
| ENS Enersys | 0.14% | 5,393 | $937K | Reduce -6.8% |
| WCC Wesco International Inc. | 0.13% | 3,344 | $915K | Add +22.3% |
| BDC Belden Inc. | 0.13% | 7,665 | $880K | Add +10.5% |
| MKSI MKS Inc. | 0.13% | 3,813 | $876K | Reduce -39.6% |
| LFUS Littelfuse Inc. | 0.13% | 2,577 | $875K | New |
| RRX Regal Rexnord Corp. | 0.13% | 4,639 | $869K | Reduce -35.4% |
| WHD Cactus Inc. Class A | 0.13% | 18,285 | $866K | Reduce -33.1% |
| ROCK Gibraltar Industries Inc. | 0.13% | 21,691 | $865K | Add +23.4% |
| MGRC McGrath Rentcorp | 0.12% | 7,713 | $851K | Add +125.4% |
| BLBD Blue Bird Corp. | 0.12% | 14,668 | $833K | New |
| LXP LXP Industrial Trust | 0.12% | 17,936 | $830K | New |
| KNX Knight-Swift Transportation | 0.12% | 14,253 | $821K | Add +11.6% |
| SLM SLM Corp. | 0.12% | 38,308 | $820K | Reduce -0.7% |
| STAG Stag Industrial Inc. | 0.12% | 22,702 | $819K | Add +21.5% |
| HR Healthcare Realty Trust Inc. | 0.12% | 46,481 | $790K | New |
| IBCP Independent Bank Corp. - Mich | 0.10% | 20,979 | $699K | Reduce -39.5% |
| ALG Alamo Group Inc. | 0.10% | 4,127 | $681K | Reduce -9.4% |
| ACWI iShares MSCI Acwi ETF | 0.10% | 4,910 | $679K | New |
| OSBC Old Second Bancorp Inc. | 0.09% | 32,082 | $647K | Reduce -44.9% |
| IOSP Innospec Inc. | 0.09% | 8,373 | $611K | Add +94.0% |
| IEMG iShares Core MSCI Emerging | 0.09% | 8,750 | $610K | New |
| PFF iShares Preferred & Income S | 0.08% | 17,431 | $529K | New |
| NMIH Nmi Holdings Inc. filed as NMI HLDGS INC | 0.07% | 12,787 | $480K | Reduce -38.3% |
| CACI Caci International Inc. Class A | 0.07% | 827 | $450K | Reduce -50.6% |
| EVR Evercore Inc. Class A | 0.06% | 1,341 | $400K | Reduce -51.4% |
| PRGS Progress Software Corp. | 0.06% | 15,180 | $389K | Reduce -40.8% |
| VSNT Versant Media Group Inc. | 0.05% | 9,049 | $335K | Reduce -1.4% |
| GTLS Chart Industries Inc. | 0.04% | 1,485 | $307K | Reduce -20.4% |
| PRG Prog Holdings Inc. | 0.04% | 10,388 | $298K | Reduce -46.8% |
| RSP Invesco S&P 500 Equal Weight | 0.03% | 1,153 | $221K | New |
| CW Curtiss-Wright Corp. | 0.03% | 317 | $216K | Reduce -49.7% |
| EXLS Exlservice Holdings Inc. | 0.03% | 5,915 | $180K | Reduce -74.8% |
| NSA National Storage Affiliates | 0.02% | 4,221 | $159K | Reduce -78.8% |
| IJR iShares Core S&P Small-Cap E | 0.01% | 685 | $85K | New |
Portfolio Sells Q4 2025 → Q1 2026
| HSY The Hershey Co. | Sold out | 0.00% | −0.92 |
| MPC Marathon Petroleum Corp. | Reduce -76.9% | 0.26% | −0.50 |
| COF Capital One Financial Corp. | Reduce -2.0% | 0.84% | −0.32 |
| C Citigroup Inc. | Reduce -13.9% | 1.25% | −0.26 |
| AMAT Applied Materials Inc. | Reduce -38.9% | 0.85% | −0.21 |
| JPM JPMorgan Chase & Co. | Reduce -1.9% | 1.20% | −0.16 |
| MET Metlife Inc. | Reduce -1.8% | 1.03% | −0.16 |
| EXLS Exlservice Holdings Inc. | Reduce -74.8% | 0.03% | −0.12 |
| BMY Bristol-Myers Squibb Co. | Reduce -17.7% | 1.23% | −0.12 |
| LXP LXP Industrial Trust | Sold out | 0.00% | −0.11 |
| PRGS Progress Software Corp. | Reduce -40.8% | 0.06% | −0.11 |
| WBD Warner Bros Discovery Inc. | Reduce -0.1% | 1.53% | −0.10 |
| NUE Nucor Corp. | Reduce -10.6% | 1.05% | −0.10 |
| EVR Evercore Inc. Class A | Reduce -51.4% | 0.06% | −0.08 |
| OSBC Old Second Bancorp Inc. | Reduce -44.9% | 0.09% | −0.07 |
| CACI Caci International Inc. Class A | Reduce -50.6% | 0.07% | −0.07 |
| IBCP Independent Bank Corp. - Mich | Reduce -39.5% | 0.10% | −0.06 |
| JNJ Johnson & Johnson | Reduce -18.3% | 1.28% | −0.06 |
| NSA National Storage Affiliates | Reduce -78.8% | 0.02% | −0.06 |
| WHD Cactus Inc. Class A | Reduce -33.1% | 0.13% | −0.06 |
| AMCR Amcor PLC | Reduce -80.4% | 0.69% | −0.06 |
| STT State Street Corp. | Reduce -1.6% | 1.12% | −0.06 |
| NMIH Nmi Holdings Inc. | Reduce -38.3% | 0.07% | −0.06 |
| LMT Lockheed Martin Corp. | Reduce -22.2% | 1.15% | −0.05 |
| PRG Prog Holdings Inc. | Reduce -46.8% | 0.04% | −0.04 |
| AFL Aflac Inc. | Reduce -1.8% | 1.04% | −0.04 |
| HUBB Hubbell Inc. | Reduce -11.3% | 1.09% | −0.04 |
| SLM SLM Corp. | Reduce -0.7% | 0.12% | −0.03 |
| DUK Duke Energy Corp. | Reduce -12.0% | 1.07% | −0.03 |
| SPG Simon Property Group Inc. | Reduce -1.9% | 1.09% | −0.03 |
| CSCO Cisco Systems Inc. | Reduce -1.9% | 1.01% | −0.03 |
| AVA Avista Corp. | Sold out | 0.00% | −0.03 |
| RRX Regal Rexnord Corp. | Reduce -35.4% | 0.13% | −0.02 |
| MKSI MKS Inc. | Reduce -39.6% | 0.13% | −0.02 |
| HCA HCA Healthcare Inc. | Reduce -1.8% | 1.10% | −0.02 |
| CW Curtiss-Wright Corp. | Reduce -49.7% | 0.03% | −0.02 |
| PB Prosperity Bancshares Inc. | Reduce -4.5% | 0.21% | −0.02 |
| BRC Brady Corporation Class A | Reduce -12.7% | 0.15% | −0.02 |
| ALG Alamo Group Inc. | Reduce -9.4% | 0.10% | −0.01 |
| GTLS Chart Industries Inc. | Reduce -20.4% | 0.04% | −0.01 |
| AEP American Electric Power | Reduce -11.2% | 1.07% | −0.00 |
| MTB M & T Bank Corp. | Reduce -1.4% | 1.18% | −0.00 |
| VSNT Versant Media Group Inc. | Reduce -1.4% | 0.05% | −0.00 |
| ENS Enersys | Reduce -6.8% | 0.14% | +0.01 |
| SNA Snap-on Inc. | Reduce -2.0% | 1.20% | +0.02 |
| DOV Dover Corp. | Reduce -1.5% | 1.29% | +0.05 |
| COP Conocophillips | Reduce -19.9% | 1.26% | +0.13 |
| EOG EOG Resources Inc. | Reduce -12.6% | 1.23% | +0.19 |
| OKE Oneok Inc. | Reduce -1.8% | 1.36% | +0.22 |
Portfolio Buys Q4 2025 → Q1 2026
| TSM Taiwan Semiconductor-SP ADR | Add +2.9% | 11.97% | +1.37 |
| INFY Infosys Ltd.-SP ADR | Add +56.5% | 8.79% | +1.28 |
| PEP Pepsico Inc. | New | 1.13% | +1.13 |
| ADBE Adobe Inc. | New | 0.96% | +0.96 |
| IWF iShares Russell 1000 Growth | New | 0.80% | +0.80 |
| EFA iShares MSCI Eafe ETF | New | 0.67% | +0.67 |
| O Realty Income Corp. | Add +22.6% | 1.06% | +0.25 |
| SCHG Schwab US Large-Cap Growth | New | 0.21% | +0.21 |
| ACWX iShares MSCI Acwi Ex US ETF | New | 0.15% | +0.15 |
| ST Sensata Technologies Holdplc | New | 0.14% | +0.14 |
| LFUS Littelfuse Inc. | New | 0.13% | +0.13 |
| BLBD Blue Bird Corp. | New | 0.12% | +0.12 |
| GPC Genuine Parts Co. | Add +32.6% | 1.10% | +0.12 |
| LXP LXP Industrial Trust | New | 0.12% | +0.12 |
| STZ Constellation Brands Inc. Class A | Add +4.7% | 1.10% | +0.12 |
| HR Healthcare Realty Trust Inc. | New | 0.12% | +0.12 |
| AHCO Adapthealth Corp. | Add +84.4% | 0.20% | +0.11 |
| ACWI iShares MSCI Acwi ETF | New | 0.10% | +0.10 |
| IEMG iShares Core MSCI Emerging | New | 0.09% | +0.09 |
| PFF iShares Preferred & Income S | New | 0.08% | +0.08 |
| URI United Rentals Inc. | Add +20.7% | 1.10% | +0.07 |
| MGRC McGrath Rentcorp | Add +125.4% | 0.12% | +0.07 |
| MDT Medtronic PLC | Add +18.8% | 1.13% | +0.06 |
| CMCSA Comcast Corp. Class A | Add +10.7% | 1.07% | +0.05 |
| SJM The JM Smucker Co. | Add +7.2% | 1.09% | +0.04 |
| IOSP Innospec Inc. | Add +94.0% | 0.09% | +0.04 |
| WCC Wesco International Inc. | Add +22.3% | 0.13% | +0.03 |
| RSP Invesco S&P 500 Equal Weight | New | 0.03% | +0.03 |
| OLLI Ollie's Bargain Outlet Holdi | Add +56.9% | 0.14% | +0.03 |
| HD Home Depot Inc. | Add +8.8% | 1.09% | +0.03 |
| KNX Knight-Swift Transportation | Add +11.6% | 0.12% | +0.02 |
| BC Brunswick Corp. | Add +20.1% | 0.15% | +0.02 |
| VVV Valvoline Inc. | Add +2.5% | 0.14% | +0.02 |
| TMHC Taylor Morrison Home Corp. | Add +17.5% | 0.15% | +0.02 |
| STAG Stag Industrial Inc. | Add +21.5% | 0.12% | +0.02 |
| IBM Intl Business Machines Corp. | Add +25.7% | 1.00% | +0.01 |
| IJR iShares Core S&P Small-Cap E | New | 0.01% | +0.01 |
| BDC Belden Inc. | Add +10.5% | 0.13% | +0.01 |
| KHC The Kraft Heinz Co. | Add +10.2% | 0.94% | +0.01 |
| ABBV Abbvie Inc. | Add +7.3% | 1.04% | +0.01 |
| DG Dollar General Corp. | Add +13.2% | 1.13% | −0.00 |
| ROCK Gibraltar Industries Inc. | Add +23.4% | 0.13% | −0.00 |
| AGM Federal Agric MTG Corp. Class C | Add +17.7% | 0.15% | −0.00 |
| CVS CVS Health Corp. | Add +11.3% | 1.10% | −0.01 |
| HOMB Home Bancshares Inc. | Add +0.3% | 0.21% | −0.01 |
| OMC Omnicom Group | Add +6.3% | 1.00% | −0.02 |
| COR Cencora Inc. | Add +6.3% | 1.08% | −0.03 |
| FISV Fiserv Inc. | Add +18.4% | 0.97% | −0.03 |
| UDR Udr Inc. | Add +3.9% | 1.12% | −0.07 |
| ACN Accenture PLC Class A | Add +26.0% | 1.12% | −0.10 |
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 |