Hudson Edge Investment Partners Inc.

In its 13F for Q2 2026 (holdings as of June 30, 2026, filed July 29, 2026), Hudson Edge Investment Partners Inc. reported 123 stock positions worth $732.0 million. Its top holding was Taiwan Semiconductor-SP ADR (TSM) at 14.9% of the portfolio, followed by Icon (ICLR, 8.7%) and Ryanair Holdings PLC-SP ADR (RYAAY, 8.2%). Compared with Q1 2026, it opened 29 new positions, sold out of 7, added to 35 and reduced 50. The biggest buy was Icon (ICLR, shares +15%) and the biggest sale Infosys Ltd.-SP ADR (INFY, shares −6%).

Most Recent 13F
Q2 2026
Location
JERSEY CITY, NJ
CIK
0000740272
Portfolio Value
$732.0M (Q2 2026)
SEC Filing
0001140361-26-030047 ↗ filed Jul 29, 2026

Holdings Value

0$200.0M$400.0M$600.0M$800.0M Q1 2024: $512.2M Q1 2024 Q2 2024: $517.6M Q2 2024 Q3 2024: $539.4M Q3 2024 Q4 2024: $542.4M Q4 2024 Q1 2025: $491.8M Q1 2025 Q2 2025: $584.4M Q2 2025 Q3 2025: $617.8M Q3 2025 Q4 2025: $674.9M Q4 2025 Q1 2026: $684.3M Q1 2026 Q2 2026: $732.0M $732.0M Q2 2026

Holdings 123 stocks · $732.0M
TSM Taiwan Semiconductor-SP ADR 14.90% 228,303 $109.0M Reduce -5.8%
ICLR Icon PLC filed as ICON PUB LTD CO 8.70% 366,477 $63.7M Add +14.9%
RYAAY Ryanair Holdings PLC-SP ADR 8.15% 921,550 $59.7M Reduce -5.7%
HDB HDFC Bank Ltd.-ADR 6.77% 1,917,400 $49.5M Reduce -5.7%
INFY Infosys Ltd.-SP ADR 6.02% 4,200,490 $44.1M Reduce -5.7%
WBD Warner Bros Discovery Inc. 1.28% 352,007 $9.4M Reduce -7.8%
SNA Snap-on Inc. 1.15% 20,904 $8.4M Reduce -7.4%
APH Amphenol Corp. Class A 1.12% 46,494 $8.2M New
HBAN Huntington Bancshares Inc. 1.12% 460,945 $8.2M Reduce -2.0%
URI United Rentals Inc. 1.11% 7,203 $8.2M Reduce -30.0%
DOV Dover Corp. 1.11% 36,256 $8.1M Reduce -14.3%
GPC Genuine Parts Co. 1.11% 68,915 $8.1M Reduce -2.7%
IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS 1.10% 28,700 $8.1M Add +1.5%
HUBB Hubbell Inc. 1.10% 15,378 $8.0M Add +1.6%
HD Home Depot Inc. 1.09% 22,527 $7.9M Reduce -0.5%
JNJ Johnson & Johnson 1.08% 31,250 $7.9M Reduce -12.5%
CVS CVS Health Corp. 1.08% 76,628 $7.9M Reduce -26.9%
C Citigroup Inc. 1.08% 56,513 $7.9M Reduce -24.8%
MET Metlife Inc. 1.07% 92,606 $7.8M Reduce -7.5%
ALL Allstate Corp. 1.07% 32,785 $7.8M New
DG Dollar General Corp. 1.06% 67,361 $7.8M Add +3.3%
SJM The JM Smucker Co. filed as SMUCKER J M CO 1.05% 68,524 $7.7M Reduce -11.8%
STT State Street Corp. 1.05% 45,320 $7.7M Reduce -25.4%
ABBV Abbvie Inc. 1.04% 30,279 $7.6M Reduce -7.5%
JPM JPMorgan Chase & Co. 1.04% 23,260 $7.6M Reduce -16.6%
O Realty Income Corp. 1.03% 122,177 $7.6M Add +2.6%
OKE Oneok Inc. 1.03% 86,559 $7.5M Reduce -15.7%
MTB M & T Bank Corp. filed as M & T BK CORP 1.03% 31,589 $7.5M Reduce -19.4%
RPM RPM International Inc. 1.02% 67,329 $7.5M New
AMZN Amazon.com Inc. 1.02% 31,305 $7.5M New
COF Capital One Financial Corp. 1.02% 37,142 $7.5M Add +17.6%
BDX Becton Dickinson and Co. 1.01% 49,053 $7.4M Add +9.6%
BMY Bristol-Myers Squibb Co. 1.01% 128,460 $7.4M Reduce -7.5%
VMRK Vivmark Residential filed as EQUITY RESIDENTIAL 1.01% 108,814 $7.4M New
AMAT Applied Materials Inc. 1.00% 10,136 $7.3M Reduce -40.5%
LMT Lockheed Martin Corp. 1.00% 14,353 $7.3M Add +9.8%
CMCSA Comcast Corp. Class A 1.00% 297,036 $7.3M Add +16.9%
OMC Omnicom Group 0.98% 98,745 $7.2M Add +8.8%
AEP American Electric Power 0.97% 51,855 $7.1M Reduce -7.5%
EOG EOG Resources Inc. 0.95% 53,742 $7.0M Reduce -7.5%
MDT Medtronic PLC 0.93% 87,326 $6.8M Reduce -2.4%
COR Cencora Inc. 0.93% 24,124 $6.8M Add +2.7%
ACN Accenture PLC Class A 0.93% 54,754 $6.8M Add +41.2%
PEP Pepsico Inc. 0.92% 49,497 $6.7M Reduce -0.2%
CSCO Cisco Systems Inc. 0.90% 56,346 $6.6M Reduce -36.8%
KHC The Kraft Heinz Co. 0.90% 277,680 $6.6M Reduce -2.9%
DUK Duke Energy Corp. 0.89% 51,617 $6.5M Reduce -7.4%
NUE Nucor Corp. 0.88% 28,884 $6.4M Reduce -31.9%
IWF iShares Russell 1000 Growth 0.87% 51,560 $6.4M No change
HCA HCA Healthcare Inc. 0.87% 16,302 $6.4M Add +2.2%
COP Conocophillips 0.86% 60,479 $6.3M Reduce -7.5%
FISV Fiserv Inc. 0.83% 124,027 $6.1M Add +4.3%
STZ Constellation Brands Inc. Class A 0.82% 42,987 $6.0M Reduce -14.6%
ADBE Adobe Inc. 0.74% 26,539 $5.4M Reduce -2.0%
EFA iShares MSCI Eafe ETF 0.67% 47,196 $4.9M No change
SCHG Schwab US Large-Cap Growth 0.23% 49,466 $1.7M No change
BRC Brady Corporation Class A 0.22% 17,500 $1.6M Add +37.1%
PB Prosperity Bancshares Inc. 0.22% 21,839 $1.6M Add +0.8%
HOMB Home Bancshares Inc. 0.21% 54,357 $1.6M Add +0.7%
BLBD Blue Bird Corp. 0.20% 18,870 $1.5M Add +28.6%
ROCK Gibraltar Industries Inc. 0.20% 32,141 $1.4M Add +48.2%
OSBC Old Second Bancorp Inc. 0.19% 60,706 $1.4M Add +89.2%
ALG Alamo Group Inc. 0.18% 8,185 $1.3M Add +98.3%
VVV Valvoline Inc. 0.18% 33,928 $1.3M Add +19.6%
AHCO Adapthealth Corp. 0.18% 126,604 $1.3M Add +11.4%
LFUS Littelfuse Inc. 0.17% 2,805 $1.3M Add +8.8%
ST Sensata Technologies Holdplc 0.17% 25,900 $1.2M Reduce -4.0%
BC Brunswick Corp. 0.16% 14,196 $1.2M Add +0.8%
OLLI Ollie's Bargain Outlet Holdi 0.16% 15,209 $1.2M Add +46.5%
AGM Federal Agric MTG Corp. Class C 0.15% 5,649 $1.1M Reduce -20.0%
BDC Belden Inc. 0.15% 9,378 $1.1M Add +22.4%
ACWX iShares MSCI Acwi Ex US ETF 0.15% 14,722 $1.1M No change
STAG Stag Industrial Inc. 0.14% 27,153 $1.0M Add +19.6%
BOOT Boot Barn Holdings Inc. 0.14% 6,235 $1.0M New
MGRC McGrath Rentcorp 0.14% 8,406 $1.0M Add +9.0%
LXP LXP Industrial Trust 0.13% 18,184 $980K Add +1.4%
WCC Wesco International Inc. 0.13% 2,809 $970K Reduce -16.0%
IBCP Independent Bank Corp. - Mich 0.13% 26,424 $953K Add +25.9%
HR Healthcare Realty Trust Inc. 0.13% 46,835 $945K Add +0.8%
ENS Enersys 0.13% 3,916 $916K Reduce -27.4%
HRI Herc Holdings Inc. filed as HERC HLDGS INC 0.12% 6,173 $885K New
MKSI MKS Inc. 0.12% 1,947 $866K Reduce -48.9%
KNX Knight-Swift Transportation 0.12% 11,004 $857K Reduce -22.8%
ACWI iShares MSCI Acwi ETF 0.11% 4,910 $771K No change
WHD Cactus Inc. Class A 0.10% 14,498 $743K Reduce -20.7%
IEMG iShares Core MSCI Emerging 0.10% 8,750 $725K No change
EVR Evercore Inc. Class A 0.09% 2,008 $686K Add +49.7%
RRX Regal Rexnord Corp. 0.09% 2,757 $657K Reduce -40.6%
AWI Armstrong World Industries 0.07% 3,401 $546K New
PFF iShares Preferred & Income S 0.07% 17,431 $531K No change
CACI Caci International Inc. Class A 0.06% 994 $460K Add +20.2%
NMIH Nmi Holdings Inc. filed as NMI HLDGS INC 0.05% 9,149 $376K Reduce -28.4%
SLM SLM Corp. 0.04% 11,555 $300K Reduce -69.8%
RSP Invesco S&P 500 Equal Weight 0.03% 1,153 $245K No change
CW Curtiss-Wright Corp. 0.03% 319 $242K Add +0.6%
GLD SPDR Gold Shares 0.03% 630 $232K New
PRGS Progress Software Corp. 0.02% 3,948 $133K Reduce -74.0%
IJR iShares Core S&P Small-Cap E 0.01% 685 $102K No change
EXLS Exlservice Holdings Inc. 0.01% 3,411 $88K Reduce -42.3%
JBL Jabil Inc. 0.00% 19 $7K New
MPC Marathon Petroleum Corp. 0.00% 21 $5K Reduce -99.7%
FFIV F5 Inc. 0.00% 11 $5K New
ARW Arrow Electronics Inc. 0.00% 20 $4K New
SPG Simon Property Group Inc. 0.00% 19 $4K Reduce -100.0%
JAZZ Jazz Pharmaceuticals PLC 0.00% 17 $4K New
PCAR Paccar Inc. 0.00% 33 $4K New
AFL Aflac Inc. 0.00% 33 $4K Reduce -100.0%
CRUS Cirrus Logic Inc. 0.00% 23 $3K New
APLE Apple Hospitality REIT Inc. 0.00% 182 $3K New
OHI Omega Healthcare Investors 0.00% 61 $3K New
CTRA Coterra Energy Inc. 0.00% 86 $3K New
MAA Mid-America Apartment Comm 0.00% 20 $3K New
HSIC Henry Schein Inc. filed as SCHEIN HENRY INC 0.00% 32 $3K New
PNW Pinnacle West Capital 0.00% 24 $3K New
AVY Avery Dennison Corp. 0.00% 14 $2K New
OGE Oge Energy Corp. 0.00% 44 $2K New
UHS Universal Health Services-B 0.00% 14 $2K New
ZBRA Zebra Technologies Corp. Class A 0.00% 7 $2K New
AMCR Amcor PLC 0.00% 30 $1K Reduce -100.0%
TAP Molson Coors Beverage Co. Class B 0.00% 30 $1K New
HELE Helen of Troy Ltd. 0.00% 40 $1K New
RHI Robert Half Inc. 0.00% 34 $1K New
INMD Inmode Ltd. 0.00% 60 $877 New

Portfolio Sells Q1 2026 → Q2 2026
INFY Infosys Ltd.-SP ADR Reduce -5.7% 6.02% −2.77
UDR Udr Inc. Sold out 0.00% −1.12
SPG Simon Property Group Inc. Reduce -100.0% 0.00% −1.09
AFL Aflac Inc. Reduce -100.0% 0.00% −1.04
AMCR Amcor PLC Reduce -100.0% 0.00% −0.69
HDB HDFC Bank Ltd.-ADR Reduce -5.7% 6.77% −0.63
COP Conocophillips Reduce -7.5% 0.86% −0.40
OKE Oneok Inc. Reduce -15.7% 1.03% −0.33
STZ Constellation Brands Inc. Class A Reduce -14.6% 0.82% −0.29
EOG EOG Resources Inc. Reduce -7.5% 0.95% −0.28
MPC Marathon Petroleum Corp. Reduce -99.7% 0.00% −0.26
WBD Warner Bros Discovery Inc. Reduce -7.8% 1.28% −0.25
BMY Bristol-Myers Squibb Co. Reduce -7.5% 1.01% −0.22
ADBE Adobe Inc. Reduce -2.0% 0.74% −0.22
PEP Pepsico Inc. Reduce -0.2% 0.92% −0.21
MDT Medtronic PLC Reduce -2.4% 0.93% −0.20
JNJ Johnson & Johnson Reduce -12.5% 1.08% −0.19
DOV Dover Corp. Reduce -14.3% 1.11% −0.18
DUK Duke Energy Corp. Reduce -7.4% 0.89% −0.17
NUE Nucor Corp. Reduce -31.9% 0.88% −0.17
C Citigroup Inc. Reduce -24.8% 1.08% −0.17
JPM JPMorgan Chase & Co. Reduce -16.6% 1.04% −0.16
MTB M & T Bank Corp. Reduce -19.4% 1.03% −0.16
TMHC Taylor Morrison Home Corp. Sold out 0.00% −0.15
CSCO Cisco Systems Inc. Reduce -36.8% 0.90% −0.11
AEP American Electric Power Reduce -7.5% 0.97% −0.10
RYAAY Ryanair Holdings PLC-SP ADR Reduce -5.7% 8.15% −0.10
IOSP Innospec Inc. Sold out 0.00% −0.09
SLM SLM Corp. Reduce -69.8% 0.04% −0.08
STT State Street Corp. Reduce -25.4% 1.05% −0.07
SNA Snap-on Inc. Reduce -7.4% 1.15% −0.05
VSNT Versant Media Group Inc. Sold out 0.00% −0.05
GTLS Chart Industries Inc. Sold out 0.00% −0.04
KHC The Kraft Heinz Co. Reduce -2.9% 0.90% −0.04
PRG Prog Holdings Inc. Sold out 0.00% −0.04
SJM The JM Smucker Co. Reduce -11.8% 1.05% −0.04
PRGS Progress Software Corp. Reduce -74.0% 0.02% −0.04
RRX Regal Rexnord Corp. Reduce -40.6% 0.09% −0.04
WHD Cactus Inc. Class A Reduce -20.7% 0.10% −0.03
NSA National Storage Affiliates Sold out 0.00% −0.02
NMIH Nmi Holdings Inc. Reduce -28.4% 0.05% −0.02
CVS CVS Health Corp. Reduce -26.9% 1.08% −0.02
EXLS Exlservice Holdings Inc. Reduce -42.3% 0.01% −0.01
ENS Enersys Reduce -27.4% 0.13% −0.01
MKSI MKS Inc. Reduce -48.9% 0.12% −0.01
KNX Knight-Swift Transportation Reduce -22.8% 0.12% −0.00
HD Home Depot Inc. Reduce -0.5% 1.09% −0.00
WCC Wesco International Inc. Reduce -16.0% 0.13% −0.00
ABBV Abbvie Inc. Reduce -7.5% 1.04% +0.00
AGM Federal Agric MTG Corp. Class C Reduce -20.0% 0.15% +0.00

Portfolio Buys Q1 2026 → Q2 2026
ICLR Icon PLC Add +14.9% 8.70% +3.54
APH Amphenol Corp. Class A New 1.12% +1.12
ALL Allstate Corp. New 1.07% +1.07
RPM RPM International Inc. New 1.02% +1.02
AMZN Amazon.com Inc. New 1.02% +1.02
VMRK Vivmark Residential New 1.01% +1.01
COF Capital One Financial Corp. Add +17.6% 1.02% +0.18
BOOT Boot Barn Holdings Inc. New 0.14% +0.14
HRI Herc Holdings Inc. New 0.12% +0.12
IBM Intl Business Machines Corp. Add +1.5% 1.10% +0.10
OSBC Old Second Bancorp Inc. Add +89.2% 0.19% +0.10
ALG Alamo Group Inc. Add +98.3% 0.18% +0.08
BLBD Blue Bird Corp. Add +28.6% 0.20% +0.08
AWI Armstrong World Industries New 0.07% +0.07
ROCK Gibraltar Industries Inc. Add +48.2% 0.20% +0.07
BRC Brady Corporation Class A Add +37.1% 0.22% +0.07
LFUS Littelfuse Inc. Add +8.8% 0.17% +0.05
VVV Valvoline Inc. Add +19.6% 0.18% +0.04
EVR Evercore Inc. Class A Add +49.7% 0.09% +0.04
GLD SPDR Gold Shares New 0.03% +0.03
IBCP Independent Bank Corp. - Mich Add +25.9% 0.13% +0.03
BDC Belden Inc. Add +22.4% 0.15% +0.03
STAG Stag Industrial Inc. Add +19.6% 0.14% +0.02
OLLI Ollie's Bargain Outlet Holdi Add +46.5% 0.16% +0.02
MGRC McGrath Rentcorp Add +9.0% 0.14% +0.01
BC Brunswick Corp. Add +0.8% 0.16% +0.01
HR Healthcare Realty Trust Inc. Add +0.8% 0.13% +0.01
HUBB Hubbell Inc. Add +1.6% 1.10% +0.01
LXP LXP Industrial Trust Add +1.4% 0.13% +0.01
PB Prosperity Bancshares Inc. Add +0.8% 0.22% +0.01
CW Curtiss-Wright Corp. Add +0.6% 0.03% +0.00
JBL Jabil Inc. New 0.00% +0.00
ARW Arrow Electronics Inc. New 0.00% +0.00
FFIV F5 Inc. New 0.00% +0.00
JAZZ Jazz Pharmaceuticals PLC New 0.00% +0.00
CRUS Cirrus Logic Inc. New 0.00% +0.00
PCAR Paccar Inc. New 0.00% +0.00
APLE Apple Hospitality REIT Inc. New 0.00% +0.00
CTRA Coterra Energy Inc. New 0.00% +0.00
MAA Mid-America Apartment Comm New 0.00% +0.00
OHI Omega Healthcare Investors New 0.00% +0.00
PNW Pinnacle West Capital New 0.00% +0.00
HSIC Henry Schein Inc. New 0.00% +0.00
AVY Avery Dennison Corp. New 0.00% +0.00
OGE Oge Energy Corp. New 0.00% +0.00
UHS Universal Health Services-B New 0.00% +0.00
ZBRA Zebra Technologies Corp. Class A New 0.00% +0.00
TAP Molson Coors Beverage Co. Class B New 0.00% +0.00
HELE Helen of Troy Ltd. New 0.00% +0.00
RHI Robert Half Inc. New 0.00% +0.00

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 123$732.0MTSM, ICLR, RYAAY, HDB, INFY
Q1 2026 101$684.3MTSM, INFY, RYAAY, HDB, ICLR
Q4 2025 87$674.9MTSM, RYAAY, HDB, INFY, ICLR
Q3 2025 88$617.8MTSM, RYAAY, HDB, INFY, ICLR
Q2 2025 91$584.4MHDB, RYAAY, TSM, INFY, ICLR
Q1 2025 101$491.8MHDB, RYAAY, TSM, ICLR, HCA
Q4 2024 187$542.4MHDB, TSM, RYAAY, ICLR, JPM
Q3 2024 195$539.4MHDB, ICLR, RYAAY, TSM, JPM
Q2 2024 192$517.6MHDB, ICLR, RYAAY, TSM, JPM
Q1 2024 160$512.2MRYAAY, ICLR, TSM, JPM, MET