Hudson Edge Investment Partners as of June 30, 2026
Portfolio Holdings for Hudson Edge Investment Partners
Hudson Edge Investment Partners holds 123 positions in its portfolio as reported in the June 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Taiwan Semiconductor Manufacturing Sponsored Ads (TSM) | 14.9 | $109M | 228k | 477.57 | |
| Icon SHS (ICLR) | 8.7 | $64M | 367k | 173.71 | |
| Ryanair Holdings Plc-sp Sponsored Ads (RYAAY) | 8.2 | $60M | 922k | 64.75 | |
| HDFC Bank Sponsored Ads (HDB) | 6.8 | $50M | 1.9M | 25.83 | |
| Infosys Sponsored Adr (INFY) | 6.0 | $44M | 4.2M | 10.49 | |
| Warner Bros. Discovery Com Ser A (WBD) | 1.3 | $9.4M | 352k | 26.66 | |
| Snap-on Incorporated (SNA) | 1.1 | $8.4M | 21k | 402.40 | |
| Amphenol Corp. Cl A (APH) | 1.1 | $8.2M | 47k | 176.32 | |
| Huntington Bancshares Incorporated (HBAN) | 1.1 | $8.2M | 461k | 17.73 | |
| United Rentals (URI) | 1.1 | $8.2M | 7.2k | 1132.89 | |
| Dover Corporation (DOV) | 1.1 | $8.1M | 36k | 224.28 | |
| Genuine Parts Company (GPC) | 1.1 | $8.1M | 69k | 117.98 | |
| International Business Machines (IBM) | 1.1 | $8.1M | 29k | 281.21 | |
| Hubbell (HUBB) | 1.1 | $8.0M | 15k | 523.20 | |
| Home Depot (HD) | 1.1 | $7.9M | 23k | 352.68 | |
| Johnson & Johnson SHS (JNJ) | 1.1 | $7.9M | 31k | 253.97 | |
| CVS Caremark Corporation (CVS) | 1.1 | $7.9M | 77k | 103.45 | |
| Citigroup Com New (C) | 1.1 | $7.9M | 57k | 139.96 | |
| MetLife (MET) | 1.1 | $7.8M | 93k | 84.61 | |
| Allstate Corporation (ALL) | 1.1 | $7.8M | 33k | 237.94 | |
| Dollar General (DG) | 1.1 | $7.8M | 67k | 115.11 | |
| J.M. Smucker Com New (SJM) | 1.1 | $7.7M | 69k | 112.50 | |
| State Street Corporation (STT) | 1.1 | $7.7M | 45k | 169.60 | |
| Abbvie (ABBV) | 1.0 | $7.6M | 30k | 251.64 | |
| JPMorgan Chase & Co. (JPM) | 1.0 | $7.6M | 23k | 327.33 | |
| Realty Income (O) | 1.0 | $7.6M | 122k | 61.96 | |
| Oneok (OKE) | 1.0 | $7.5M | 87k | 86.94 | |
| M&T Bank Corporation (MTB) | 1.0 | $7.5M | 32k | 238.01 | |
| RPM International (RPM) | 1.0 | $7.5M | 67k | 111.15 | |
| Amazon (AMZN) | 1.0 | $7.5M | 31k | 238.34 | |
| Capital One Financial (COF) | 1.0 | $7.5M | 37k | 200.62 | |
| Becton, Dickinson and (BDX) | 1.0 | $7.4M | 49k | 151.33 | |
| Bristol Myers Squibb (BMY) | 1.0 | $7.4M | 129k | 57.62 | |
| Equity Residential Properties Trust Sh Ben Int (EQR) | 1.0 | $7.4M | 109k | 67.93 | |
| Applied Materials (AMAT) | 1.0 | $7.3M | 10k | 723.00 | |
| Lockheed Martin Corporation (LMT) | 1.0 | $7.3M | 14k | 509.46 | |
| Comcast Corp Cl A (CMCSA) | 1.0 | $7.3M | 297k | 24.55 | |
| Omni (OMC) | 1.0 | $7.2M | 99k | 72.83 | |
| American Electric Power Company (AEP) | 1.0 | $7.1M | 52k | 136.81 | |
| EOG Resources (EOG) | 1.0 | $7.0M | 54k | 129.73 | |
| Medtronic SHS (MDT) | 0.9 | $6.8M | 87k | 78.23 | |
| AmerisourceBergen (COR) | 0.9 | $6.8M | 24k | 282.98 | |
| Accenture Plc-cl A Shs Class A (ACN) | 0.9 | $6.8M | 55k | 124.44 | |
| Pepsi (PEP) | 0.9 | $6.7M | 50k | 135.40 | |
| Cisco Systems (CSCO) | 0.9 | $6.6M | 56k | 117.46 | |
| Kraft Heinz (KHC) | 0.9 | $6.6M | 278k | 23.62 | |
| Duke Energy Corp. Com New (DUK) | 0.9 | $6.5M | 52k | 126.58 | |
| Nucor Corporation (NUE) | 0.9 | $6.4M | 29k | 222.75 | |
| Ishares Russell 1000 Growth Rus 1000 Grw Etf (IWF) | 0.9 | $6.4M | 52k | 124.17 | |
| Hca Holdings (HCA) | 0.9 | $6.4M | 16k | 389.89 | |
| ConocoPhillips (COP) | 0.9 | $6.3M | 61k | 103.96 | |
| Fiserv (FISV) | 0.8 | $6.1M | 124k | 49.05 | |
| Constellation Brands Cl A (STZ) | 0.8 | $6.0M | 43k | 139.09 | |
| Adobe Systems Incorporated (ADBE) | 0.7 | $5.4M | 27k | 205.02 | |
| Ishares Msci Eafe Msci Eafe Etf (EFA) | 0.7 | $4.9M | 47k | 103.88 | |
| Schwab Strategic Trust Us Lcap Gr Etf (SCHG) | 0.2 | $1.7M | 50k | 33.84 | |
| Brady Corp. Cl A (BRC) | 0.2 | $1.6M | 18k | 91.57 | |
| Prosperity Bancshares (PB) | 0.2 | $1.6M | 22k | 73.03 | |
| Home BancShares (HOMB) | 0.2 | $1.6M | 54k | 28.55 | |
| Blue Bird Corp (BLBD) | 0.2 | $1.5M | 19k | 78.96 | |
| Gibraltar Industries (ROCK) | 0.2 | $1.4M | 32k | 45.10 | |
| Old Second Ban (OSBC) | 0.2 | $1.4M | 61k | 23.32 | |
| Alamo (ALG) | 0.2 | $1.3M | 8.2k | 164.49 | |
| Valvoline Inc Common (VVV) | 0.2 | $1.3M | 34k | 39.54 | |
| Adapthealth Corp -a (AHCO) | 0.2 | $1.3M | 127k | 10.42 | |
| Littelfuse (LFUS) | 0.2 | $1.3M | 2.8k | 455.33 | |
| Sensata Technologies Holding SHS (ST) | 0.2 | $1.2M | 26k | 47.74 | |
| Brunswick Corporation (BC) | 0.2 | $1.2M | 14k | 84.24 | |
| Ollies Bargain Outlt Hldgs I (OLLI) | 0.2 | $1.2M | 15k | 76.88 | |
| Federal Agricultural Mortgage Corp. Class A (AGM) | 0.2 | $1.1M | 5.6k | 199.27 | |
| Belden (BDC) | 0.2 | $1.1M | 9.4k | 119.91 | |
| iShares MSCI ACWI ex U.S. Msci Acwi Ex Us (ACWX) | 0.2 | $1.1M | 15k | 76.11 | |
| Stag Industrial (STAG) | 0.1 | $1.0M | 27k | 38.06 | |
| Boot Barn Hldgs (BOOT) | 0.1 | $1.0M | 6.2k | 164.27 | |
| McGrath Rent (MGRC) | 0.1 | $1.0M | 8.4k | 121.03 | |
| LXP Industrial Trust (LXP) | 0.1 | $980k | 18k | 53.88 | |
| WESCO International (WCC) | 0.1 | $970k | 2.8k | 345.43 | |
| Independent Bank Corporation (IBCP) | 0.1 | $953k | 26k | 36.07 | |
| Healthcare Realty T (HR) | 0.1 | $945k | 47k | 20.17 | |
| EnerSys (ENS) | 0.1 | $916k | 3.9k | 233.82 | |
| Herc Hldgs (HRI) | 0.1 | $885k | 6.2k | 143.34 | |
| MKS Instruments (MKSI) | 0.1 | $866k | 1.9k | 444.80 | |
| Knight-Swift Transportation Holdings Cl A (KNX) | 0.1 | $857k | 11k | 77.87 | |
| iShares MSCI All Country World Msci Acwi Etf (ACWI) | 0.1 | $771k | 4.9k | 156.97 | |
| Cactus Cl A (WHD) | 0.1 | $743k | 15k | 51.23 | |
| iShares Core MSCI Emerging Markets Core Msci Emkt (IEMG) | 0.1 | $725k | 8.8k | 82.84 | |
| Evercore Class A (EVR) | 0.1 | $686k | 2.0k | 341.44 | |
| Regal-beloit Corporation (RRX) | 0.1 | $657k | 2.8k | 238.19 | |
| Armstrong World Industries (AWI) | 0.1 | $546k | 3.4k | 160.42 | |
| IShares Preferred ETF Pfd And Incm Sec (PFF) | 0.1 | $532k | 17k | 30.49 | |
| Caci International Cl A (CACI) | 0.1 | $461k | 994.00 | 463.26 | |
| NMI Holdings Cl A (NMIH) | 0.1 | $376k | 9.1k | 41.09 | |
| SLM Corporation (SLM) | 0.0 | $300k | 12k | 25.94 | |
| Invesco Capital Management S&p500 Eql Wgt (RSP) | 0.0 | $245k | 1.2k | 212.77 | |
| Curtiss-Wright (CW) | 0.0 | $242k | 319.00 | 757.76 | |
| Spdr Gold Trust Gold Shs (GLD) | 0.0 | $232k | 630.00 | 368.38 | |
| Progress Software Corporation (PRGS) | 0.0 | $133k | 3.9k | 33.58 | |
| ISHARES Tr S&P SM CAP 600 Index Core S&p Scp Etf (IJR) | 0.0 | $102k | 685.00 | 148.31 | |
| ExlService Holdings (EXLS) | 0.0 | $88k | 3.4k | 25.86 | |
| Jabil Circuit (JBL) | 0.0 | $7.3k | 19.00 | 385.47 | |
| Marathon Petroleum Corp (MPC) | 0.0 | $5.4k | 21.00 | 255.67 | |
| F5 Networks (FFIV) | 0.0 | $4.6k | 11.00 | 416.00 | |
| Arrow Electronics (ARW) | 0.0 | $4.3k | 20.00 | 213.40 | |
| Simon Property (SPG) | 0.0 | $4.2k | 19.00 | 223.63 | |
| Jazz Pharmaceuticals Shs Usd (JAZZ) | 0.0 | $4.1k | 17.00 | 240.94 | |
| Paccar (PCAR) | 0.0 | $4.0k | 33.00 | 120.12 | |
| AFLAC Incorporated (AFL) | 0.0 | $3.9k | 33.00 | 117.24 | |
| Cirrus Logic (CRUS) | 0.0 | $3.4k | 23.00 | 148.52 | |
| Apple Hospitality REIT Com New (APLE) | 0.0 | $3.1k | 182.00 | 16.81 | |
| Omega Healthcare Investors (OHI) | 0.0 | $2.9k | 61.00 | 47.67 | |
| Cabot Oil & Gas Corporation (CTRA) | 0.0 | $2.8k | 86.00 | 32.56 | |
| Mid-America Apartment (MAA) | 0.0 | $2.8k | 20.00 | 138.95 | |
| Henry Schein (HSIC) | 0.0 | $2.7k | 32.00 | 83.53 | |
| Pinnacle West Capital Corporation (PNW) | 0.0 | $2.6k | 24.00 | 107.00 | |
| Avery Dennison Corporation (AVY) | 0.0 | $2.3k | 14.00 | 162.36 | |
| Oge Energy Corp (OGE) | 0.0 | $2.1k | 44.00 | 48.66 | |
| Universal Health Services CL B (UHS) | 0.0 | $2.1k | 14.00 | 148.71 | |
| Zebra Technologies Corp. Cl A (ZBRA) | 0.0 | $1.8k | 7.00 | 263.29 | |
| Amcor Ord (AMCR) | 0.0 | $1.3k | 30.00 | 43.37 | |
| Molson Coors Beverage Company CL B (TAP) | 0.0 | $1.2k | 30.00 | 38.97 | |
| Helen Of Troy (HELE) | 0.0 | $1.2k | 40.00 | 29.07 | |
| Robert Half International (RHI) | 0.0 | $1.0k | 34.00 | 30.71 | |
| Inmode SHS (INMD) | 0.0 | $877.002000 | 60.00 | 14.62 |
