# HUDSON EDGE INVESTMENT PARTNERS INC.

> Institutional holdings reported to the SEC as of Q2 2026 on Form 13F. CIK 740272. Source: https://holderbook.com/funds/740272-hudson-edge-investment-partners-inc/

- Reported value: $732.0M
- Positions: 123
- Weight of the ten largest: 50.3%
- Filed: 2026-07-29

A 13F reports long US equity positions only. Short positions, bonds, foreign listings, private holdings and cash are not visible, so this is not the manager's whole book.

## Holdings

| Security | Ticker | Value | Shares | Weight | Quarters held |
|---|---|---|---|---|---|
| TAIWAN SEMICONDUCTOR MANUFAC | [TSM](https://holderbook.com/stocks/TSM/) | $109.0M | 228,303 | 14.9% | 11 |
| ICON PUB LTD CO | [ICLR](https://holderbook.com/stocks/ICLR/) | $63.7M | 366,477 | 8.7% | 11 |
| RYANAIR HOLDINGS PLC | [RYAAY](https://holderbook.com/stocks/RYAAY/) | $59.7M | 921,550 | 8.2% | 11 |
| HDFC BANK LTD | [HDB](https://holderbook.com/stocks/HDB/) | $49.5M | 1,917,400 | 6.8% | 9 |
| INFOSYS LTD | [INFY](https://holderbook.com/stocks/INFY/) | $44.1M | 4,200,490 | 6.0% | 5 |
| WARNER BROS DISCOVERY INC | [WBD](https://holderbook.com/stocks/WBD/) | $9.4M | 352,007 | 1.3% | 18 |
| SNAP ON INC | [SNA](https://holderbook.com/stocks/SNA/) | $8.4M | 20,904 | 1.1% | 31 |
| AMPHENOL CORP | [APH](https://holderbook.com/stocks/APH/) | $8.2M | 46,494 | 1.1% | 1 |
| HUNTINGTON BANCSHARES INC | [HBAN](https://holderbook.com/stocks/HBAN/) | $8.2M | 460,945 | 1.1% | 6 |
| UNITED RENTALS INC | [URI](https://holderbook.com/stocks/URI/) | $8.2M | 7,203 | 1.1% | 13 |
| DOVER CORP | [DOV](https://holderbook.com/stocks/DOV/) | $8.1M | 36,256 | 1.1% | 31 |
| GENUINE PARTS CO | [GPC](https://holderbook.com/stocks/GPC/) | $8.1M | 68,915 | 1.1% | 25 |
| INTERNATIONAL BUSINESS MACHS | [IBM](https://holderbook.com/stocks/IBM/) | $8.1M | 28,700 | 1.1% | 31 |
| HUBBELL INC | [HUBB](https://holderbook.com/stocks/HUBB/) | $8.0M | 15,378 | 1.1% | 23 |
| HOME DEPOT INC | [HD](https://holderbook.com/stocks/HD/) | $7.9M | 22,527 | 1.1% | 25 |
| JOHNSON & JOHNSON | [JNJ](https://holderbook.com/stocks/JNJ/) | $7.9M | 31,250 | 1.1% | 31 |
| CVS HEALTH CORP | [CVS](https://holderbook.com/stocks/CVS/) | $7.9M | 76,628 | 1.1% | 31 |
| CITIGROUP INC | [C](https://holderbook.com/stocks/C/) | $7.9M | 56,513 | 1.1% | 31 |
| METLIFE INC | [MET](https://holderbook.com/stocks/MET/) | $7.8M | 92,606 | 1.1% | 31 |
| ALLSTATE CORP | [ALL](https://holderbook.com/stocks/ALL/) | $7.8M | 32,785 | 1.1% | 1 |
| DOLLAR GEN CORP | [DG](https://holderbook.com/stocks/DG/) | $7.8M | 67,361 | 1.1% | 23 |
| SMUCKER J M CO | [SJM](https://holderbook.com/stocks/SJM/) | $7.7M | 68,524 | 1.1% | 31 |
| STATE STR CORP | [STT](https://holderbook.com/stocks/STT/) | $7.7M | 45,320 | 1.1% | 31 |
| ABBVIE INC | [ABBV](https://holderbook.com/stocks/ABBV/) | $7.6M | 30,279 | 1.0% | 31 |
| JPMORGAN CHASE & CO | [JPM](https://holderbook.com/stocks/JPM/) | $7.6M | 23,260 | 1.0% | 31 |
| REALTY INCOME CORP | [O](https://holderbook.com/stocks/O/) | $7.6M | 122,177 | 1.0% | 3 |
| ONEOK INC NEW | [OKE](https://holderbook.com/stocks/OKE/) | $7.5M | 86,559 | 1.0% | 8 |
| M & T BK CORP | [MTB](https://holderbook.com/stocks/MTB/) | $7.5M | 31,589 | 1.0% | 12 |
| RPM INTL INC | [RPM](https://holderbook.com/stocks/RPM/) | $7.5M | 67,329 | 1.0% | 1 |
| AMAZON COM INC | [AMZN](https://holderbook.com/stocks/AMZN/) | $7.5M | 31,305 | 1.0% | 1 |
| CAPITAL ONE FINL CORP | [COF](https://holderbook.com/stocks/COF/) | $7.5M | 37,142 | 1.0% | 15 |
| BECTON DICKINSON & CO | [BDX](https://holderbook.com/stocks/BDX/) | $7.4M | 49,053 | 1.0% | 6 |
| BRISTOL-MYERS SQUIBB CO | [BMY](https://holderbook.com/stocks/BMY/) | $7.4M | 128,460 | 1.0% | 31 |
| EQUITY RESIDENTIAL | [EQR](https://holderbook.com/stocks/EQR/) | $7.4M | 108,814 | 1.0% | 1 |
| APPLIED MATLS INC | [AMAT](https://holderbook.com/stocks/AMAT/) | $7.3M | 10,136 | 1.0% | 5 |
| LOCKHEED MARTIN CORP | [LMT](https://holderbook.com/stocks/LMT/) | $7.3M | 14,353 | 1.0% | 19 |
| COMCAST CORP NEW | [CMCSA](https://holderbook.com/stocks/CMCSA/) | $7.3M | 297,036 | 1.0% | 31 |
| OMNICOM GROUP INC | [OMC](https://holderbook.com/stocks/OMC/) | $7.2M | 98,745 | 1.0% | 3 |
| AMERICAN ELEC PWR CO INC | [AEP](https://holderbook.com/stocks/AEP/) | $7.1M | 51,855 | 1.0% | 16 |
| EOG RES INC | [EOG](https://holderbook.com/stocks/EOG/) | $7.0M | 53,742 | 1.0% | 15 |
| MEDTRONIC PLC | [MDT](https://holderbook.com/stocks/MDT/) | $6.8M | 87,326 | 0.9% | 8 |
| CENCORA INC | [COR](https://holderbook.com/stocks/COR/) | $6.8M | 24,124 | 0.9% | 9 |
| ACCENTURE PLC IRELAND | [ACN](https://holderbook.com/stocks/ACN/) | $6.8M | 54,754 | 0.9% | 31 |
| PEPSICO INC | [PEP](https://holderbook.com/stocks/PEP/) | $6.7M | 49,497 | 0.9% | 2 |
| CISCO SYS INC | [CSCO](https://holderbook.com/stocks/CSCO/) | $6.6M | 56,346 | 0.9% | 31 |
| KRAFT HEINZ CO | [KHC](https://holderbook.com/stocks/KHC/) | $6.6M | 277,680 | 0.9% | 12 |
| DUKE ENERGY CORP NEW | [DUK](https://holderbook.com/stocks/DUK/) | $6.5M | 51,617 | 0.9% | 7 |
| NUCOR CORP | [NUE](https://holderbook.com/stocks/NUE/) | $6.4M | 28,884 | 0.9% | 31 |
| ISHARES TR | [IWF](https://holderbook.com/stocks/IWF/) | $6.4M | 51,560 | 0.9% | 2 |
| HCA HEALTHCARE INC | [HCA](https://holderbook.com/stocks/HCA/) | $6.4M | 16,302 | 0.9% | 23 |
| CONOCOPHILLIPS | [COP](https://holderbook.com/stocks/COP/) | $6.3M | 60,479 | 0.9% | 31 |
| FISERV INC | [FISV](https://holderbook.com/stocks/FISV/) | $6.1M | 124,027 | 0.8% | 19 |
| CONSTELLATION BRANDS INC | [STZ](https://holderbook.com/stocks/STZ/) | $6.0M | 42,987 | 0.8% | 31 |
| ADOBE INC | [ADBE](https://holderbook.com/stocks/ADBE/) | $5.4M | 26,539 | 0.7% | 2 |
| ISHARES TR | [EFA](https://holderbook.com/stocks/EFA/) | $4.9M | 47,196 | 0.7% | 2 |
| SCHWAB STRATEGIC TR | [SCHG](https://holderbook.com/stocks/SCHG/) | $1.7M | 49,466 | 0.2% | 2 |
| BRADY CORP | [BRC](https://holderbook.com/stocks/BRC/) | $1.6M | 17,500 | 0.2% | 6 |
| PROSPERITY BANCSHARES INC | [PB](https://holderbook.com/stocks/PB/) | $1.6M | 21,839 | 0.2% | 7 |
| HOME BANCSHARES INC | [HOMB](https://holderbook.com/stocks/HOMB/) | $1.6M | 54,357 | 0.2% | 18 |
| BLUE BIRD CORP | [BLBD](https://holderbook.com/stocks/BLBD/) | $1.5M | 18,870 | 0.2% | 2 |
| GIBRALTAR INDS INC | [ROCK](https://holderbook.com/stocks/ROCK/) | $1.4M | 32,141 | 0.2% | 5 |
| OLD SECOND BANCORP INC DEL | [OSBC](https://holderbook.com/stocks/OSBC/) | $1.4M | 60,706 | 0.2% | 9 |
| ALAMO GROUP INC | [ALG](https://holderbook.com/stocks/ALG/) | $1.3M | 8,185 | 0.2% | 27 |
| VALVOLINE INC | [VVV](https://holderbook.com/stocks/VVV/) | $1.3M | 33,928 | 0.2% | 23 |
| ADAPTHEALTH CORP | [AHCO](https://holderbook.com/stocks/AHCO/) | $1.3M | 126,604 | 0.2% | 3 |
| LITTELFUSE INC | [LFUS](https://holderbook.com/stocks/LFUS/) | $1.3M | 2,805 | 0.2% | 2 |
| SENSATA TECHNOLOGIES HLDG PL | [ST](https://holderbook.com/stocks/ST/) | $1.2M | 25,900 | 0.2% | 2 |
| BRUNSWICK CORP | [BC](https://holderbook.com/stocks/BC/) | $1.2M | 14,196 | 0.2% | 23 |
| OLLIES BARGAIN OUTLET HLDGS | [OLLI](https://holderbook.com/stocks/OLLI/) | $1.2M | 15,209 | 0.2% | 9 |
| FEDERAL AGRIC MTG CORP | [AGM](https://holderbook.com/stocks/AGM/) | $1.1M | 5,649 | 0.2% | 31 |
| BELDEN INC | [BDC](https://holderbook.com/stocks/BDC/) | $1.1M | 9,378 | 0.2% | 3 |
| ISHARES TR | [ACWX](https://holderbook.com/stocks/ACWX/) | $1.1M | 14,722 | 0.2% | 2 |
| STAG INDUSTRIAL INC | [STAG](https://holderbook.com/stocks/STAG/) | $1.0M | 27,153 | 0.1% | 25 |
| BOOT BARN HLDGS INC | [BOOT](https://holderbook.com/stocks/BOOT/) | $1.0M | 6,235 | 0.1% | 1 |
| MCGRATH RENTCORP | [MGRC](https://holderbook.com/stocks/MGRC/) | $1.0M | 8,406 | 0.1% | 13 |
| LXP INDUSTRIAL TRUST | [LXP](https://holderbook.com/stocks/LXP/) | $979.8K | 18,184 | 0.1% | 2 |
| WESCO INTL INC | [WCC](https://holderbook.com/stocks/WCC/) | $970.3K | 2,809 | 0.1% | 13 |
| INDEPENDENT BK CORP MICH | [IBCP](https://holderbook.com/stocks/IBCP/) | $953.1K | 26,424 | 0.1% | 17 |
| HEALTHCARE RLTY TR | [HR](https://holderbook.com/stocks/HR/) | $944.7K | 46,835 | 0.1% | 2 |
| ENERSYS | [ENS](https://holderbook.com/stocks/ENS/) | $915.6K | 3,916 | 0.1% | 31 |
| HERC HLDGS INC | [HRI](https://holderbook.com/stocks/HRI/) | $884.8K | 6,173 | 0.1% | 1 |
| MKS INC. | [MKSI](https://holderbook.com/stocks/MKSI/) | $866.0K | 1,947 | 0.1% | 5 |
| KNIGHT-SWIFT TRANSN HLDGS IN | [KNX](https://holderbook.com/stocks/KNX/) | $856.9K | 11,004 | 0.1% | 30 |
| ISHARES TR | [ACWI](https://holderbook.com/stocks/ACWI/) | $770.7K | 4,910 | 0.1% | 2 |
| CACTUS INC | [WHD](https://holderbook.com/stocks/WHD/) | $742.7K | 14,498 | 0.1% | 5 |
| ISHARES INC | [IEMG](https://holderbook.com/stocks/IEMG/) | $724.9K | 8,750 | 0.1% | 2 |
| EVERCORE INC | [EVR](https://holderbook.com/stocks/EVR/) | $685.6K | 2,008 | 0.1% | 31 |
| REGAL REXNORD CORPORATION | [RRX](https://holderbook.com/stocks/RRX/) | $656.7K | 2,757 | 0.1% | 31 |
| ARMSTRONG WORLD INDS INC NEW | [AWI](https://holderbook.com/stocks/AWI/) | $545.6K | 3,401 | 0.1% | 1 |
| ISHARES TR | [PFF](https://holderbook.com/stocks/PFF/) | $531.5K | 17,431 | 0.1% | 2 |
| CACI INTL INC | [CACI](https://holderbook.com/stocks/CACI/) | $460.5K | 994 | 0.1% | 16 |
| NMI HLDGS INC | [NMIH](https://holderbook.com/stocks/NMIH/) | $375.9K | 9,149 | 0.1% | 21 |
| SLM CORP | [SLM](https://holderbook.com/stocks/SLM/) | $299.7K | 11,555 | 0.0% | 28 |
| INVESCO EXCHANGE TRADED FD T | [RSP](https://holderbook.com/stocks/RSP/) | $245.3K | 1,153 | 0.0% | 2 |
| CURTISS WRIGHT CORP | [CW](https://holderbook.com/stocks/CW/) | $241.7K | 319 | 0.0% | 12 |
| SPDR GOLD TR | [GLD](https://holderbook.com/stocks/GLD/) | $232.1K | 630 | 0.0% | 1 |
| PROGRESS SOFTWARE CORP | [PRGS](https://holderbook.com/stocks/PRGS/) | $132.6K | 3,948 | 0.0% | 16 |
| ISHARES TR | [IJR](https://holderbook.com/stocks/IJR/) | $101.6K | 685 | 0.0% | 2 |
| EXLSERVICE HLDGS INC | [EXLS](https://holderbook.com/stocks/EXLS/) | $88.2K | 3,411 | 0.0% | 5 |
| JABIL INC | [JBL](https://holderbook.com/stocks/JBL/) | $7.3K | 19 | 0.0% | 1 |

## What the disclosed book did

Not the fund's return. This is the change in value of the positions disclosed on Form 13F, had they been left untouched, against SPY over the same quarter ends.

| Quarter | Book | Market | Difference | Priced |
|---|---|---|---|---|
| Q2 2026 | +11.9% | +14.8% | -2.9% | 100% |
| Q1 2026 | -7.3% | -4.6% | -2.6% | 100% |
| Q4 2025 | +6.6% | +2.4% | +4.3% | 99% |
| Q3 2025 | +5.0% | +7.8% | -2.8% | 100% |
| Q2 2025 | +7.7% | +10.5% | -2.8% | 100% |
| Q1 2025 | -1.4% | -4.6% | +3.1% | 100% |
| Q4 2024 | -2.9% | +2.1% | -5.0% | 100% |
| Q3 2024 | +5.0% | +5.4% | -0.5% | 100% |

## Quarter by quarter

| Quarter | Value | Positions |
|---|---|---|
| Q2 2026 | $732.0M | 123 |
| Q1 2026 | $684.3M | 101 |
| Q4 2025 | $674.9M | 87 |
| Q3 2025 | $617.8M | 88 |
| Q2 2025 | $584.4M | 91 |
| Q1 2025 | $491.8M | 101 |
| Q4 2024 | $542.4M | 187 |
| Q3 2024 | $539.4M | 195 |
| Q2 2024 | $517.6M | 192 |
| Q1 2024 | $512.2M | 160 |
| Q4 2023 | $430.6M | 146 |
| Q3 2023 | $306.1M | 130 |