Hudson Edge Investment Partners as of March 31, 2026
Portfolio Holdings for Hudson Edge Investment Partners
Hudson Edge Investment Partners holds 101 positions in its portfolio as reported in the March 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Taiwan Semiconductor Manufacturing Sponsored Ads (TSM) | 12.0 | $82M | 242k | 337.95 | |
| Infosys Sponsored Adr (INFY) | 8.8 | $60M | 4.5M | 13.51 | |
| Ryanair Holdings Plc-sp Sponsored Ads (RYAAY) | 8.3 | $57M | 977k | 57.80 | |
| HDFC Bank Sponsored Ads (HDB) | 7.4 | $51M | 2.0M | 24.88 | |
| Icon SHS (ICLR) | 5.2 | $35M | 319k | 110.66 | |
| Warner Bros. Discovery Com Ser A (WBD) | 1.5 | $11M | 382k | 27.46 | |
| Oneok (OKE) | 1.4 | $9.3M | 103k | 90.39 | |
| Dover Corporation (DOV) | 1.3 | $8.8M | 42k | 208.45 | |
| Johnson & Johnson SHS (JNJ) | 1.3 | $8.7M | 36k | 244.44 | |
| ConocoPhillips (COP) | 1.3 | $8.6M | 65k | 132.00 | |
| Citigroup Com New (C) | 1.2 | $8.5M | 75k | 113.41 | |
| Bristol Myers Squibb (BMY) | 1.2 | $8.4M | 139k | 60.65 | |
| EOG Resources (EOG) | 1.2 | $8.4M | 58k | 144.57 | |
| JPMorgan Chase & Co. (JPM) | 1.2 | $8.2M | 28k | 294.16 | |
| Snap-on Incorporated (SNA) | 1.2 | $8.2M | 23k | 363.22 | |
| M&T Bank Corporation (MTB) | 1.2 | $8.1M | 39k | 206.72 | |
| Lockheed Martin Corporation (LMT) | 1.2 | $7.9M | 13k | 604.39 | |
| Medtronic SHS (MDT) | 1.1 | $7.8M | 90k | 86.65 | |
| Dollar General (DG) | 1.1 | $7.7M | 65k | 118.73 | |
| Pepsi (PEP) | 1.1 | $7.7M | 50k | 155.29 | |
| Accenture Plc-cl A Shs Class A (ACN) | 1.1 | $7.7M | 39k | 198.29 | |
| State Street Corporation (STT) | 1.1 | $7.7M | 61k | 126.56 | |
| Udr (UDR) | 1.1 | $7.7M | 227k | 33.78 | |
| Constellation Brands Cl A (STZ) | 1.1 | $7.5M | 50k | 150.00 | |
| Hca Holdings (HCA) | 1.1 | $7.5M | 16k | 473.24 | |
| CVS Caremark Corporation (CVS) | 1.1 | $7.5M | 105k | 71.82 | |
| United Rentals (URI) | 1.1 | $7.5M | 10k | 728.56 | |
| Genuine Parts Company (GPC) | 1.1 | $7.5M | 71k | 105.75 | |
| J.M. Smucker Com New (SJM) | 1.1 | $7.5M | 78k | 96.44 | |
| Simon Property (SPG) | 1.1 | $7.5M | 40k | 186.53 | |
| Home Depot (HD) | 1.1 | $7.4M | 23k | 328.89 | |
| Hubbell (HUBB) | 1.1 | $7.4M | 15k | 490.74 | |
| AmerisourceBergen (COR) | 1.1 | $7.4M | 24k | 314.14 | |
| Huntington Bancshares Incorporated (HBAN) | 1.1 | $7.4M | 471k | 15.65 | |
| American Electric Power Company (AEP) | 1.1 | $7.3M | 56k | 131.08 | |
| Duke Energy Corp. Com New (DUK) | 1.1 | $7.3M | 56k | 130.94 | |
| Comcast Corp Cl A (CMCSA) | 1.1 | $7.3M | 254k | 28.71 | |
| Realty Income (O) | 1.1 | $7.3M | 119k | 61.18 | |
| Nucor Corporation (NUE) | 1.0 | $7.2M | 42k | 169.10 | |
| AFLAC Incorporated (AFL) | 1.0 | $7.1M | 65k | 109.71 | |
| Abbvie (ABBV) | 1.0 | $7.1M | 33k | 217.49 | |
| MetLife (MET) | 1.0 | $7.1M | 100k | 70.72 | |
| Becton, Dickinson and (BDX) | 1.0 | $7.0M | 45k | 157.23 | |
| Cisco Systems (CSCO) | 1.0 | $6.9M | 89k | 77.59 | |
| International Business Machines (IBM) | 1.0 | $6.9M | 28k | 242.39 | |
| Omni (OMC) | 1.0 | $6.8M | 91k | 75.31 | |
| Fiserv (FISV) | 1.0 | $6.6M | 119k | 55.80 | |
| Adobe Systems Incorporated (ADBE) | 1.0 | $6.6M | 27k | 243.08 | |
| Kraft Heinz (KHC) | 0.9 | $6.4M | 286k | 22.49 | |
| Applied Materials (AMAT) | 0.9 | $5.8M | 17k | 341.79 | |
| Capital One Financial (COF) | 0.8 | $5.8M | 32k | 182.43 | |
| Ishares Russell 1000 Growth Rus 1000 Grw Etf (IWF) | 0.8 | $5.5M | 13k | 426.40 | |
| Amcor Ord (AMCR) | 0.7 | $4.7M | 119k | 39.75 | |
| Ishares Msci Eafe Msci Eafe Etf (EFA) | 0.7 | $4.6M | 47k | 97.13 | |
| Marathon Petroleum Corp (MPC) | 0.3 | $1.8M | 7.3k | 244.18 | |
| Prosperity Bancshares (PB) | 0.2 | $1.5M | 22k | 67.18 | |
| Home BancShares (HOMB) | 0.2 | $1.5M | 54k | 26.93 | |
| Schwab Strategic Trust Us Lcap Gr Etf (SCHG) | 0.2 | $1.4M | 50k | 29.13 | |
| Adapthealth Corp -a (AHCO) | 0.2 | $1.4M | 114k | 11.90 | |
| Federal Agricultural Mortgage Corp. Class A (AGM) | 0.2 | $1.0M | 7.1k | 148.35 | |
| Brady Corp. Cl A (BRC) | 0.2 | $1.0M | 13k | 81.24 | |
| Brunswick Corporation (BC) | 0.1 | $1.0M | 14k | 72.76 | |
| Taylor Morrison Hom (TMHC) | 0.1 | $1.0M | 17k | 58.24 | |
| iShares MSCI ACWI ex U.S. Msci Acwi Ex Us (ACWX) | 0.1 | $1.0M | 15k | 68.47 | |
| Ollies Bargain Outlt Hldgs I (OLLI) | 0.1 | $956k | 10k | 92.04 | |
| Valvoline Inc Common (VVV) | 0.1 | $955k | 28k | 33.68 | |
| Sensata Technologies Holding SHS (ST) | 0.1 | $951k | 27k | 35.22 | |
| EnerSys (ENS) | 0.1 | $937k | 5.4k | 173.72 | |
| WESCO International (WCC) | 0.1 | $915k | 3.3k | 273.62 | |
| Belden (BDC) | 0.1 | $880k | 7.7k | 114.83 | |
| MKS Instruments (MKSI) | 0.1 | $876k | 3.8k | 229.81 | |
| Littelfuse (LFUS) | 0.1 | $875k | 2.6k | 339.35 | |
| Regal-beloit Corporation (RRX) | 0.1 | $869k | 4.6k | 187.26 | |
| Cactus Cl A (WHD) | 0.1 | $866k | 18k | 47.37 | |
| Gibraltar Industries (ROCK) | 0.1 | $865k | 22k | 39.87 | |
| McGrath Rent (MGRC) | 0.1 | $851k | 7.7k | 110.28 | |
| Blue Bird Corp (BLBD) | 0.1 | $833k | 15k | 56.79 | |
| LXP Industrial Trust (LXP) | 0.1 | $830k | 18k | 46.26 | |
| Knight-Swift Transportation Holdings Cl A (KNX) | 0.1 | $821k | 14k | 57.58 | |
| SLM Corporation (SLM) | 0.1 | $820k | 38k | 21.41 | |
| Stag Industrial (STAG) | 0.1 | $819k | 23k | 36.06 | |
| Healthcare Realty T (HR) | 0.1 | $790k | 47k | 16.99 | |
| Independent Bank Corporation (IBCP) | 0.1 | $699k | 21k | 33.30 | |
| Alamo (ALG) | 0.1 | $681k | 4.1k | 164.97 | |
| iShares MSCI All Country World Msci Acwi Etf (ACWI) | 0.1 | $679k | 4.9k | 138.37 | |
| Old Second Ban (OSBC) | 0.1 | $647k | 32k | 20.16 | |
| Innospec (IOSP) | 0.1 | $611k | 8.4k | 73.02 | |
| iShares Core MSCI Emerging Markets Core Msci Emkt (IEMG) | 0.1 | $610k | 8.8k | 69.75 | |
| IShares Preferred ETF Pfd And Incm Sec (PFF) | 0.1 | $529k | 17k | 30.32 | |
| NMI Holdings Cl A (NMIH) | 0.1 | $480k | 13k | 37.51 | |
| Caci International Cl A (CACI) | 0.1 | $450k | 827.00 | 543.87 | |
| Evercore Class A (EVR) | 0.1 | $400k | 1.3k | 298.51 | |
| Progress Software Corporation (PRGS) | 0.1 | $389k | 15k | 25.65 | |
| Versant Media Group Com Cl A (VSNT) | 0.0 | $335k | 9.0k | 37.02 | |
| Chart Industries (GTLS) | 0.0 | $307k | 1.5k | 206.75 | |
| PROG Holdings Com Npv (PRG) | 0.0 | $298k | 10k | 28.69 | |
| Invesco Capital Management S&p500 Eql Wgt (RSP) | 0.0 | $221k | 1.2k | 191.92 | |
| Curtiss-Wright (CW) | 0.0 | $216k | 317.00 | 681.12 | |
| ExlService Holdings (EXLS) | 0.0 | $180k | 5.9k | 30.45 | |
| National Storage Affiliates Trust Com Shs Ben In (NSA) | 0.0 | $159k | 4.2k | 37.74 | |
| ISHARES Tr S&P SM CAP 600 Index Core S&p Scp Etf (IJR) | 0.0 | $85k | 685.00 | 124.31 |
