Hudson Edge Investment Partners as of Dec. 31, 2025
Portfolio Holdings for Hudson Edge Investment Partners
Hudson Edge Investment Partners holds 87 positions in its portfolio as reported in the December 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Taiwan Semiconductor Manufacturing Sponsored Ads (TSM) | 10.6 | $72M | 236k | 303.89 | |
| Ryanair Holdings Plc-sp Sponsored Ads (RYAAY) | 10.2 | $69M | 950k | 72.19 | |
| HDFC Bank Sponsored Ads (HDB) | 8.1 | $55M | 1.5M | 36.54 | |
| Infosys Sponsored Adr (INFY) | 7.5 | $51M | 2.8M | 17.82 | |
| Icon SHS (ICLR) | 7.0 | $48M | 260k | 182.22 | |
| Warner Bros. Discovery Com Ser A (WBD) | 1.6 | $11M | 382k | 28.82 | |
| Citigroup Com New (C) | 1.5 | $10M | 87k | 116.69 | |
| JPMorgan Chase & Co. (JPM) | 1.4 | $9.2M | 28k | 322.22 | |
| Bristol Myers Squibb (BMY) | 1.3 | $9.1M | 169k | 53.94 | |
| Johnson & Johnson SHS (JNJ) | 1.3 | $9.0M | 44k | 206.95 | |
| Dover Corporation (DOV) | 1.2 | $8.4M | 43k | 195.24 | |
| Becton, Dickinson and (BDX) | 1.2 | $8.3M | 43k | 194.07 | |
| Accenture Plc-cl A Shs Class A (ACN) | 1.2 | $8.3M | 31k | 268.30 | |
| Lockheed Martin Corporation (LMT) | 1.2 | $8.1M | 17k | 483.67 | |
| MetLife (MET) | 1.2 | $8.0M | 102k | 78.94 | |
| Udr (UDR) | 1.2 | $8.0M | 219k | 36.68 | |
| Huntington Bancshares Incorporated (HBAN) | 1.2 | $8.0M | 462k | 17.35 | |
| M&T Bank Corporation (MTB) | 1.2 | $8.0M | 40k | 201.48 | |
| State Street Corporation (STT) | 1.2 | $8.0M | 62k | 129.01 | |
| Snap-on Incorporated (SNA) | 1.2 | $7.9M | 23k | 344.60 | |
| Capital One Financial (COF) | 1.2 | $7.8M | 32k | 242.36 | |
| Nucor Corporation (NUE) | 1.1 | $7.7M | 47k | 163.11 | |
| Oneok (OKE) | 1.1 | $7.7M | 105k | 73.50 | |
| Dollar General (DG) | 1.1 | $7.6M | 58k | 132.77 | |
| ConocoPhillips (COP) | 1.1 | $7.6M | 82k | 93.61 | |
| Hca Holdings (HCA) | 1.1 | $7.6M | 16k | 466.86 | |
| Hubbell (HUBB) | 1.1 | $7.6M | 17k | 444.11 | |
| Simon Property (SPG) | 1.1 | $7.5M | 41k | 185.11 | |
| CVS Caremark Corporation (CVS) | 1.1 | $7.5M | 94k | 79.36 | |
| AmerisourceBergen (COR) | 1.1 | $7.5M | 22k | 337.75 | |
| Duke Energy Corp. Com New (DUK) | 1.1 | $7.4M | 63k | 117.21 | |
| AFLAC Incorporated (AFL) | 1.1 | $7.3M | 66k | 110.27 | |
| American Electric Power Company (AEP) | 1.1 | $7.3M | 63k | 115.31 | |
| Medtronic SHS (MDT) | 1.1 | $7.2M | 75k | 96.06 | |
| Applied Materials (AMAT) | 1.1 | $7.2M | 28k | 256.99 | |
| Home Depot (HD) | 1.1 | $7.2M | 21k | 344.10 | |
| J.M. Smucker Com New (SJM) | 1.0 | $7.1M | 72k | 97.81 | |
| Cisco Systems (CSCO) | 1.0 | $7.0M | 91k | 77.03 | |
| EOG Resources (EOG) | 1.0 | $7.0M | 67k | 105.01 | |
| Abbvie (ABBV) | 1.0 | $7.0M | 31k | 228.49 | |
| United Rentals (URI) | 1.0 | $6.9M | 8.5k | 809.32 | |
| Omni (OMC) | 1.0 | $6.9M | 85k | 80.75 | |
| Comcast Corp Cl A (CMCSA) | 1.0 | $6.9M | 229k | 29.89 | |
| Fiserv (FI) | 1.0 | $6.7M | 100k | 67.17 | |
| International Business Machines (IBM) | 1.0 | $6.7M | 23k | 296.21 | |
| Constellation Brands Cl A (STZ) | 1.0 | $6.6M | 48k | 137.96 | |
| Genuine Parts Company (GPC) | 1.0 | $6.6M | 53k | 122.96 | |
| Kraft Heinz (KHC) | 0.9 | $6.3M | 260k | 24.25 | |
| Hershey Company (HSY) | 0.9 | $6.2M | 34k | 181.98 | |
| Realty Income (O) | 0.8 | $5.5M | 97k | 56.37 | |
| Marathon Petroleum Corp (MPC) | 0.8 | $5.1M | 31k | 162.63 | |
| Amcor Ord (AMCR) | 0.7 | $5.0M | 605k | 8.34 | |
| Prosperity Bancshares (PB) | 0.2 | $1.6M | 23k | 69.11 | |
| Home BancShares (HOMB) | 0.2 | $1.5M | 54k | 27.78 | |
| Cactus Cl A (WHD) | 0.2 | $1.2M | 27k | 45.68 | |
| Brady Corp. Cl A (BRC) | 0.2 | $1.1M | 15k | 78.37 | |
| Old Second Ban (OSBC) | 0.2 | $1.1M | 58k | 19.50 | |
| Independent Bank Corporation (IBCP) | 0.2 | $1.1M | 35k | 32.53 | |
| Progress Software Corporation (PRGS) | 0.2 | $1.1M | 26k | 42.96 | |
| Federal Agricultural Mortgage Corp. Class A (AGM) | 0.2 | $1.1M | 6.0k | 175.57 | |
| SLM Corporation (SLM) | 0.2 | $1.0M | 39k | 27.06 | |
| MKS Instruments (MKSI) | 0.1 | $1.0M | 6.3k | 159.80 | |
| Regal-beloit Corporation (RRX) | 0.1 | $1.0M | 7.2k | 140.32 | |
| ExlService Holdings (EXLS) | 0.1 | $998k | 24k | 42.44 | |
| Evercore Class A (EVR) | 0.1 | $938k | 2.8k | 340.25 | |
| Caci International Cl A (CACI) | 0.1 | $891k | 1.7k | 532.81 | |
| Taylor Morrison Hom (TMHC) | 0.1 | $872k | 15k | 58.87 | |
| Brunswick Corporation (BC) | 0.1 | $871k | 12k | 74.24 | |
| Gibraltar Industries (ROCK) | 0.1 | $869k | 18k | 49.44 | |
| EnerSys (ENS) | 0.1 | $849k | 5.8k | 146.75 | |
| NMI Holdings Cl A (NMIH) | 0.1 | $845k | 21k | 40.79 | |
| Belden (BDC) | 0.1 | $809k | 6.9k | 116.55 | |
| Valvoline Inc Common (VVV) | 0.1 | $804k | 28k | 29.06 | |
| Alamo (ALG) | 0.1 | $765k | 4.6k | 167.87 | |
| Ollies Bargain Outlt Hldgs I (OLLI) | 0.1 | $726k | 6.6k | 109.61 | |
| Lexington Realty Trust | 0.1 | $725k | 15k | 49.58 | |
| Stag Industrial (STAG) | 0.1 | $687k | 19k | 36.76 | |
| WESCO International (WCC) | 0.1 | $669k | 2.7k | 244.64 | |
| Knight-Swift Transportation Holdings Cl A (KNX) | 0.1 | $668k | 13k | 52.28 | |
| Adapthealth Corp -a (AHCO) | 0.1 | $614k | 62k | 9.96 | |
| PROG Holdings Com Npv (PRG) | 0.1 | $576k | 20k | 29.49 | |
| National Storage Affiliates Trust Com Shs Ben In (NSA) | 0.1 | $561k | 20k | 28.21 | |
| Chart Industries (GTLS) | 0.1 | $385k | 1.9k | 206.23 | |
| McGrath Rent (MGRC) | 0.1 | $359k | 3.4k | 104.93 | |
| Curtiss-Wright (CW) | 0.1 | $347k | 630.00 | 551.27 | |
| Innospec (IOSP) | 0.0 | $330k | 4.3k | 76.54 | |
| Avista Corporation (AVA) | 0.0 | $175k | 4.5k | 38.54 |
