Hudson Edge Investment Partners as of June 30, 2025
Portfolio Holdings for Hudson Edge Investment Partners
Hudson Edge Investment Partners holds 91 positions in its portfolio as reported in the June 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| HDFC Bank Sponsored Ads (HDB) | 9.9 | $58M | 751k | 76.67 | |
| Ryanair Holdings Plc-sp Sponsored Ads (RYAAY) | 9.4 | $55M | 954k | 57.67 | |
| Taiwan Semiconductor Manufacturing Sponsored Ads (TSM) | 9.2 | $54M | 237k | 226.49 | |
| Infosys Sponsored Adr (INFY) | 8.9 | $52M | 2.8M | 18.53 | |
| Icon SHS (ICLR) | 4.4 | $26M | 179k | 145.45 | |
| Citigroup Com New (C) | 1.6 | $9.1M | 107k | 85.12 | |
| JPMorgan Chase & Co. (JPM) | 1.5 | $8.8M | 31k | 289.91 | |
| Huntington Bancshares Incorporated (HBAN) | 1.4 | $8.5M | 505k | 16.76 | |
| State Street Corporation (STT) | 1.4 | $8.4M | 80k | 106.34 | |
| United Rentals (URI) | 1.4 | $8.1M | 11k | 753.40 | |
| M&T Bank Corporation (MTB) | 1.3 | $7.9M | 41k | 193.99 | |
| Capital One Financial (COF) | 1.3 | $7.4M | 35k | 212.76 | |
| Hubbell (HUBB) | 1.2 | $7.3M | 18k | 408.41 | |
| International Business Machines (IBM) | 1.2 | $7.2M | 25k | 294.78 | |
| MetLife (MET) | 1.2 | $7.1M | 88k | 80.42 | |
| CVS Caremark Corporation (CVS) | 1.2 | $6.9M | 100k | 68.98 | |
| AmerisourceBergen (COR) | 1.2 | $6.9M | 23k | 299.85 | |
| Cisco Systems (CSCO) | 1.2 | $6.9M | 99k | 69.38 | |
| AFLAC Incorporated (AFL) | 1.2 | $6.8M | 65k | 105.46 | |
| Lockheed Martin Corporation (LMT) | 1.2 | $6.7M | 15k | 463.14 | |
| Medtronic SHS (MDT) | 1.2 | $6.7M | 77k | 87.17 | |
| Hca Holdings (HCA) | 1.1 | $6.7M | 17k | 383.10 | |
| Dover Corporation (DOV) | 1.1 | $6.6M | 36k | 183.23 | |
| Applied Materials (AMAT) | 1.1 | $6.6M | 36k | 183.07 | |
| Johnson & Johnson SHS (JNJ) | 1.1 | $6.5M | 43k | 152.75 | |
| Marathon Petroleum Corp (MPC) | 1.1 | $6.5M | 39k | 166.11 | |
| Fiserv (FI) | 1.1 | $6.5M | 38k | 172.41 | |
| Warner Bros. Discovery Com Ser A (WBD) | 1.1 | $6.5M | 566k | 11.46 | |
| Comcast Corp Cl A (CMCSA) | 1.1 | $6.5M | 181k | 35.69 | |
| Emerson Electric (EMR) | 1.1 | $6.4M | 48k | 133.33 | |
| Abbvie (ABBV) | 1.1 | $6.4M | 35k | 185.62 | |
| Simon Property (SPG) | 1.1 | $6.4M | 40k | 160.76 | |
| American Electric Power Company (AEP) | 1.1 | $6.3M | 61k | 103.76 | |
| Genuine Parts Company (GPC) | 1.1 | $6.3M | 52k | 121.31 | |
| Snap-on Incorporated (SNA) | 1.1 | $6.3M | 20k | 311.18 | |
| Duke Energy Corp. Com New (DUK) | 1.1 | $6.3M | 53k | 118.00 | |
| Becton, Dickinson and (BDX) | 1.1 | $6.1M | 36k | 172.25 | |
| Home Depot (HD) | 1.0 | $6.1M | 17k | 366.64 | |
| Accenture Plc-cl A Shs Class A (ACN) | 1.0 | $6.1M | 20k | 298.89 | |
| Bristol Myers Squibb (BMY) | 1.0 | $6.1M | 132k | 46.29 | |
| Nucor Corporation (NUE) | 1.0 | $6.0M | 46k | 129.54 | |
| Dollar General (DG) | 1.0 | $5.9M | 52k | 114.38 | |
| Udr (UDR) | 1.0 | $5.8M | 143k | 40.83 | |
| Intel Corporation (INTC) | 1.0 | $5.8M | 258k | 22.40 | |
| Kraft Heinz (KHC) | 1.0 | $5.7M | 221k | 25.82 | |
| Interpublic Group of Companies (IPG) | 1.0 | $5.6M | 229k | 24.48 | |
| Amcor Ord | 0.9 | $5.4M | 589k | 9.19 | |
| J.M. Smucker Com New (SJM) | 0.9 | $5.4M | 55k | 98.20 | |
| Oneok (OKE) | 0.9 | $5.3M | 65k | 81.63 | |
| Hershey Company (HSY) | 0.9 | $5.0M | 30k | 165.95 | |
| EOG Resources (EOG) | 0.8 | $4.9M | 41k | 119.61 | |
| Constellation Brands Cl A (STZ) | 0.8 | $4.7M | 29k | 162.68 | |
| ConocoPhillips (COP) | 0.8 | $4.5M | 51k | 89.74 | |
| SLM Corporation (SLM) | 0.2 | $1.3M | 39k | 32.79 | |
| Prosperity Bancshares (PB) | 0.2 | $1.3M | 18k | 70.24 | |
| Home BancShares (HOMB) | 0.2 | $1.2M | 42k | 28.46 | |
| Caci International Cl A (CACI) | 0.2 | $1.1M | 2.3k | 476.70 | |
| Old Second Ban (OSBC) | 0.2 | $1.1M | 61k | 17.74 | |
| Progress Software Corporation (PRGS) | 0.2 | $1.1M | 17k | 63.84 | |
| Curtiss-Wright (CW) | 0.2 | $1.1M | 2.2k | 488.55 | |
| Independent Bank Corporation (IBCP) | 0.2 | $1.0M | 32k | 32.41 | |
| Brady Corp. Cl A (BRC) | 0.2 | $996k | 15k | 67.97 | |
| NMI Holdings Cl A (NMIH) | 0.2 | $995k | 24k | 42.19 | |
| Regal-beloit Corporation (RRX) | 0.2 | $963k | 6.6k | 144.96 | |
| Alamo (ALG) | 0.2 | $941k | 4.3k | 218.38 | |
| Evercore Class A (EVR) | 0.2 | $908k | 3.4k | 270.02 | |
| Valvoline Inc Common (VVV) | 0.2 | $903k | 24k | 37.87 | |
| Federal Agricultural Mortgage Corp. Class A (AGM) | 0.1 | $873k | 4.5k | 194.28 | |
| Chart Industries (GTLS) | 0.1 | $840k | 5.1k | 164.65 | |
| Sterling Construction Company (STRL) | 0.1 | $815k | 3.5k | 230.73 | |
| Ollies Bargain Outlt Hldgs I (OLLI) | 0.1 | $812k | 6.2k | 131.78 | |
| WESCO International (WCC) | 0.1 | $787k | 4.2k | 185.20 | |
| ExlService Holdings (EXLS) | 0.1 | $778k | 18k | 43.79 | |
| Brunswick Corporation (BC) | 0.1 | $726k | 13k | 55.24 | |
| Knight-Swift Transportation Holdings Cl A (KNX) | 0.1 | $671k | 15k | 44.23 | |
| EnerSys (ENS) | 0.1 | $659k | 7.7k | 85.77 | |
| Stag Industrial (STAG) | 0.1 | $652k | 18k | 36.28 | |
| Ingevity (NGVT) | 0.1 | $642k | 15k | 43.09 | |
| PROG Holdings Com Npv (PRG) | 0.1 | $599k | 20k | 29.35 | |
| National Storage Affiliates Trust Com Shs Ben In (NSA) | 0.1 | $589k | 18k | 31.99 | |
| Championx Corp (CHX) | 0.1 | $542k | 22k | 24.84 | |
| Lexington Realty Trust | 0.1 | $534k | 65k | 8.26 | |
| World Fuel Services Corporation (WKC) | 0.1 | $497k | 18k | 28.35 | |
| Gibraltar Industries (ROCK) | 0.1 | $495k | 8.4k | 59.00 | |
| McGrath Rent (MGRC) | 0.1 | $395k | 3.4k | 115.96 | |
| Innospec (IOSP) | 0.1 | $381k | 4.5k | 84.09 | |
| MKS Instruments (MKSI) | 0.1 | $358k | 3.6k | 99.36 | |
| Cactus Cl A (WHD) | 0.1 | $355k | 8.1k | 43.72 | |
| Avista Corporation (AVA) | 0.0 | $256k | 6.8k | 37.95 | |
| Selective Insurance (SIGI) | 0.0 | $214k | 2.5k | 86.65 | |
| On Assignment (ASGN) | 0.0 | $124k | 2.5k | 49.93 |
