Hudson Edge Investment Partners as of Sept. 30, 2025
Portfolio Holdings for Hudson Edge Investment Partners
Hudson Edge Investment Partners holds 88 positions in its portfolio as reported in the September 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Taiwan Semiconductor Manufacturing Sponsored Ads (TSM) | 10.7 | $66M | 237k | 279.29 | |
| Ryanair Holdings Plc-sp Sponsored Ads (RYAAY) | 9.3 | $58M | 957k | 60.22 | |
| HDFC Bank Sponsored Ads (HDB) | 8.3 | $52M | 1.5M | 34.16 | |
| Infosys Sponsored Adr (INFY) | 7.4 | $46M | 2.8M | 16.27 | |
| Icon SHS (ICLR) | 5.7 | $35M | 201k | 175.00 | |
| Citigroup Com New (C) | 1.6 | $9.6M | 95k | 101.50 | |
| JPMorgan Chase & Co. (JPM) | 1.6 | $9.6M | 31k | 315.43 | |
| State Street Corporation (STT) | 1.4 | $8.7M | 75k | 116.01 | |
| Lockheed Martin Corporation (LMT) | 1.4 | $8.5M | 17k | 499.21 | |
| Huntington Bancshares Incorporated (HBAN) | 1.3 | $8.1M | 468k | 17.27 | |
| Applied Materials (AMAT) | 1.3 | $8.0M | 39k | 204.74 | |
| M&T Bank Corporation (MTB) | 1.3 | $8.0M | 41k | 197.62 | |
| Johnson & Johnson SHS (JNJ) | 1.3 | $7.9M | 43k | 185.42 | |
| Snap-on Incorporated (SNA) | 1.3 | $7.8M | 23k | 346.53 | |
| American Electric Power Company (AEP) | 1.3 | $7.7M | 69k | 112.50 | |
| MetLife (MET) | 1.3 | $7.7M | 94k | 82.37 | |
| Hubbell (HUBB) | 1.2 | $7.7M | 18k | 430.31 | |
| Medtronic SHS (MDT) | 1.2 | $7.7M | 81k | 95.24 | |
| United Rentals (URI) | 1.2 | $7.6M | 8.0k | 954.66 | |
| Duke Energy Corp. Com New (DUK) | 1.2 | $7.6M | 62k | 123.75 | |
| CVS Caremark Corporation (CVS) | 1.2 | $7.5M | 100k | 75.39 | |
| International Business Machines (IBM) | 1.2 | $7.5M | 27k | 282.16 | |
| Simon Property (SPG) | 1.2 | $7.5M | 40k | 187.67 | |
| Hca Holdings (HCA) | 1.2 | $7.4M | 17k | 426.20 | |
| Home Depot (HD) | 1.2 | $7.4M | 18k | 405.19 | |
| Capital One Financial (COF) | 1.2 | $7.4M | 35k | 212.58 | |
| Abbvie (ABBV) | 1.2 | $7.4M | 32k | 231.54 | |
| Genuine Parts Company (GPC) | 1.2 | $7.2M | 52k | 138.60 | |
| AFLAC Incorporated (AFL) | 1.2 | $7.2M | 65k | 111.70 | |
| AmerisourceBergen (COR) | 1.2 | $7.2M | 23k | 312.53 | |
| Becton, Dickinson and (BDX) | 1.1 | $7.0M | 37k | 187.17 | |
| Accenture Plc-cl A Shs Class A (ACN) | 1.1 | $7.0M | 28k | 246.60 | |
| Warner Bros. Discovery Com Ser A (WBD) | 1.1 | $6.9M | 355k | 19.53 | |
| Dollar General (DG) | 1.1 | $6.9M | 67k | 103.35 | |
| Udr (UDR) | 1.1 | $6.9M | 184k | 37.26 | |
| Interpublic Group of Companies (IPG) | 1.1 | $6.8M | 242k | 27.91 | |
| Fiserv (FI) | 1.1 | $6.7M | 52k | 128.93 | |
| Marathon Petroleum Corp (MPC) | 1.1 | $6.7M | 35k | 192.74 | |
| Dover Corporation (DOV) | 1.1 | $6.6M | 40k | 166.83 | |
| Cisco Systems (CSCO) | 1.1 | $6.5M | 96k | 68.42 | |
| Bristol Myers Squibb (BMY) | 1.1 | $6.5M | 145k | 45.10 | |
| J.M. Smucker Com New (SJM) | 1.1 | $6.5M | 60k | 108.60 | |
| Oneok (OKE) | 1.0 | $6.4M | 88k | 72.97 | |
| Comcast Corp Cl A (CMCSA) | 1.0 | $6.4M | 203k | 31.42 | |
| Nucor Corporation (NUE) | 1.0 | $6.3M | 46k | 135.43 | |
| Hershey Company (HSY) | 1.0 | $6.3M | 33k | 187.05 | |
| Kraft Heinz (KHC) | 1.0 | $6.2M | 236k | 26.04 | |
| ConocoPhillips (COP) | 0.9 | $5.6M | 59k | 94.59 | |
| EOG Resources (EOG) | 0.8 | $5.2M | 47k | 112.12 | |
| Amcor Ord (AMCR) | 0.8 | $4.8M | 590k | 8.18 | |
| Constellation Brands Cl A (STZ) | 0.8 | $4.8M | 35k | 134.67 | |
| Intel Corporation (INTC) | 0.4 | $2.6M | 77k | 33.55 | |
| Caci International Cl A (CACI) | 0.2 | $1.3M | 2.6k | 498.78 | |
| MKS Instruments (MKSI) | 0.2 | $1.3M | 10k | 123.77 | |
| Prosperity Bancshares (PB) | 0.2 | $1.3M | 19k | 66.35 | |
| Home BancShares (HOMB) | 0.2 | $1.2M | 43k | 28.30 | |
| Progress Software Corporation (PRGS) | 0.2 | $1.2M | 27k | 43.93 | |
| Brady Corp. Cl A (BRC) | 0.2 | $1.2M | 15k | 78.03 | |
| Regal-beloit Corporation (RRX) | 0.2 | $1.2M | 8.1k | 143.44 | |
| Cactus Cl A (WHD) | 0.2 | $1.1M | 28k | 39.47 | |
| Evercore Class A (EVR) | 0.2 | $1.1M | 3.2k | 337.32 | |
| Old Second Ban (OSBC) | 0.2 | $1.1M | 62k | 17.29 | |
| Independent Bank Corporation (IBCP) | 0.2 | $1.1M | 34k | 30.98 | |
| ExlService Holdings (EXLS) | 0.2 | $1.0M | 23k | 44.03 | |
| NMI Holdings Cl A (NMIH) | 0.2 | $995k | 26k | 38.34 | |
| Federal Agricultural Mortgage Corp. Class A (AGM) | 0.2 | $987k | 5.9k | 167.98 | |
| Valvoline Inc Common (VVV) | 0.2 | $972k | 27k | 35.91 | |
| SLM Corporation (SLM) | 0.2 | $963k | 35k | 27.68 | |
| Gibraltar Industries (ROCK) | 0.2 | $945k | 15k | 62.80 | |
| Brunswick Corporation (BC) | 0.2 | $928k | 15k | 63.24 | |
| WESCO International (WCC) | 0.1 | $891k | 4.2k | 211.50 | |
| EnerSys (ENS) | 0.1 | $882k | 7.8k | 112.96 | |
| Enterprise Financial Services (EFSC) | 0.1 | $845k | 15k | 57.98 | |
| Alamo (ALG) | 0.1 | $835k | 4.4k | 190.90 | |
| Stag Industrial (STAG) | 0.1 | $770k | 22k | 35.29 | |
| Ollies Bargain Outlt Hldgs I (OLLI) | 0.1 | $721k | 5.6k | 128.40 | |
| Knight-Swift Transportation Holdings Cl A (KNX) | 0.1 | $677k | 17k | 39.51 | |
| PROG Holdings Com Npv (PRG) | 0.1 | $671k | 21k | 32.36 | |
| Lexington Realty Trust (LXP) | 0.1 | $668k | 75k | 8.96 | |
| Chart Industries (GTLS) | 0.1 | $640k | 3.2k | 200.15 | |
| National Storage Affiliates Trust Com Shs Ben In (NSA) | 0.1 | $638k | 21k | 30.22 | |
| Ingevity (NGVT) | 0.1 | $570k | 10k | 55.19 | |
| Curtiss-Wright (CW) | 0.1 | $483k | 889.00 | 542.94 | |
| Innospec (IOSP) | 0.1 | $354k | 4.6k | 77.16 | |
| World Fuel Services Corporation (WKC) | 0.0 | $186k | 7.2k | 25.95 | |
| Avista Corporation (AVA) | 0.0 | $183k | 4.8k | 37.81 | |
| McGrath Rent (MGRC) | 0.0 | $172k | 1.5k | 117.30 | |
| Sterling Construction Company (STRL) | 0.0 | $151k | 445.00 | 339.68 |
