Hudson Edge Investment Partners Inc. Portfolio Stock Holdings

Hudson Edge Investment Partners Inc. disclosed 101 stock positions valued at approximately $684.3 million in its latest SEC 13F filing. The largest holdings include Taiwan Semiconductor Manufacturing, Infosys Ltd, and RYANAIR HOLDINGS PLC-SP ADR. The filing reflects positions held as of March 31, 2026 and was filed on April 27, 2026.

Report Period
March 31, 2026
No. of Stocks
101
Portfolio Value
$684.3M
Holdings by Sector
Hudson Edge Investment Partners Inc. Portfolio Holdings in Q1 2026

98 holdings in the latest reporting period.

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CompanySymbolSectorPortfolio %SharesChange (Shares)Change %Value
Taiwan Semiconductor ManufacturingTSMTechnology11.97%242,343+6,840+2.90%$81,899,817
Infosys LtdINFYTechnology8.79%4,452,990+1,607,300+56.48%$60,159,895
RYANAIR HOLDINGS PLC-SP ADRRYAAYIndustrials8.26%977,250+27,700+2.92%$56,485,050
HDFC Bank Ltd.HDBFinancial Services7.39%2,033,200+538,200+36.00%$50,586,016
Icon PlcICLROther5.16%319,003+58,554+22.48%$35,300,872
Warner Bros. Discovery IncWBDCommunication Services1.53%381,878-490-0.13%$10,486,370
Oneok Inc.OKEEnergy1.36%102,623-1,837-1.76%$9,276,093
Dover Corp.DOVIndustrials1.29%42,313-653-1.52%$8,820,145
Johnson & JohnsonJNJHealthcare1.28%35,708-7,998-18.30%$8,728,464
Conoco PhillipsCOPEnergy1.26%65,408-16,204-19.85%$8,633,856
Citigroup IncCFinancial Services1.25%75,164-12,165-13.93%$8,524,349
Bristol-Myers Squibb Co.BMYHealthcare1.23%138,879-29,888-17.71%$8,423,011
EOG Resources Inc.EOGEnergy1.23%58,110-8,360-12.58%$8,400,963
JPMorgan Chase & Co.JPMFinancial Services1.20%27,888-542-1.91%$8,203,534
Snap-on Inc.SNAIndustrials1.20%22,577-451-1.96%$8,200,418
M & T Bank CorpMTBFinancial Services1.18%39,199-553-1.39%$8,103,217
Lockheed Martin Corp.LMTIndustrials1.15%13,074-3,735-22.22%$7,901,795
Medtronic PlcMDTOther1.13%89,509+14,154+18.78%$7,755,955
Dollar General Corp.DGConsumer Defensive1.13%65,192+7,589+13.17%$7,740,246
PepsiCo IncPEPConsumer Defensive1.13%49,608+49,608+100.00%$7,703,626
ACCENTURE PLC-CL AACNTechnology1.12%38,787+7,997+25.97%$7,691,074
State Street Corp.STTFinancial Services1.12%60,760-964-1.56%$7,689,786
UDR IncUDRReal Estate1.12%227,336+8,426+3.85%$7,679,410
Constellation Brands IncSTZConsumer Defensive1.10%50,323+2,261+4.70%$7,548,450
HCA Healthcare IncHCAHealthcare1.10%15,950-287-1.77%$7,548,178
CVS Health CorpCVSHealthcare1.10%104,865+10,690+11.35%$7,531,404
United Rentals Inc.URIIndustrials1.10%10,289+1,766+20.72%$7,496,154
Genuine Parts Co.GPCConsumer Cyclical1.10%70,856+17,422+32.60%$7,493,022
J.M. Smucker Co.SJMConsumer Defensive1.09%77,662+5,225+7.21%$7,489,723
Simon Property Group Inc.SPGReal Estate1.09%39,981-775-1.90%$7,457,656
Home Depot Inc.HDConsumer Cyclical1.09%22,631+1,839+8.84%$7,443,110
Hubbell Inc.HUBBIndustrials1.09%15,144-1,920-11.25%$7,431,767
Cencora, IncCORHealthcare1.08%23,496+1,393+6.30%$7,381,033
Huntington Bancshares Inc.HBANFinancial Services1.08%470,518+8,501+1.84%$7,363,607
American Electric Power Company Inc.AEPUtilities1.07%56,072-7,077-11.21%$7,349,918
Duke Energy Corp.DUKUtilities1.07%55,737-7,580-11.97%$7,298,203
Comcast CorpCMCSACommunication Services1.07%254,002+24,602+10.72%$7,292,397
Realty Income Corp.OReal Estate1.06%119,043+21,919+22.57%$7,283,051
Nucor Corp.NUEBasic Materials1.05%42,383-5,014-10.58%$7,166,965
Aflac Inc.AFLFinancial Services1.04%64,950-1,214-1.83%$7,125,665
Abbvie IncABBVHealthcare1.04%32,743+2,212+7.25%$7,121,275
Metlife IncMETFinancial Services1.03%100,066-1,837-1.80%$7,076,668
Becton Dickinson And Co.BDXHealthcare1.03%44,745+1,953+4.56%$7,035,256
Cisco Systems Inc.CSCOTechnology1.01%89,149-1,751-1.93%$6,917,071
International Business Machines Corp.IBMTechnology1.00%28,281+5,782+25.70%$6,855,032
Omnicom Group Inc.OMCCommunication Services1.00%90,776+5,413+6.34%$6,836,341
Fiserv Inc.FITechnology0.97%118,898+18,483+18.41%$6,634,508
Adobe IncADBETechnology0.96%27,079+27,079+100.00%$6,582,363
Kraft Heinz CoKHCConsumer Defensive0.94%285,939+26,466+10.20%$6,430,768
Applied Materials Inc.AMATTechnology0.85%17,044-10,834-38.86%$5,825,469
Capital One Financial Corp.COFFinancial Services0.84%31,583-662-2.05%$5,761,687
Ishares Russell 1000 GrowthIWFOther0.80%12,890+12,890+100.00%$5,496,296
Ishares Msci EafeEFAOther0.67%47,196+47,196+100.00%$4,584,147
Marathon Petroleum CorpMPCEnergy0.26%7,253-24,111-76.87%$1,771,038
Prosperity Bancshares Inc.PBFinancial Services0.21%21,674-1,022-4.50%$1,456,059
Home Bancshares IncHOMBFinancial Services0.21%53,977+159+0.30%$1,453,601
Schwab Strategic TrustSCHGOther0.21%49,466+49,466+100.00%$1,440,945
AdaptHealth CorpAHCOHealthcare0.20%113,679+52,043+84.44%$1,352,780
Federal Agricultural Mortgage Corp.AGMFinancial Services0.15%7,062+1,062+17.70%$1,047,648
Brady Corp.BRCIndustrials0.15%12,763-1,849-12.65%$1,036,866
Brunswick Corp.BCConsumer Cyclical0.15%14,089+2,357+20.09%$1,025,116
Taylor Morrison Home CorpTMHCConsumer Cyclical0.15%17,405+2,592+17.50%$1,013,667
iShares MSCI ACWI ex U.S.ACWXOther0.15%14,722+14,722+100.00%$1,008,015
Ollies Bargain Outlet Holdings IncOLLIConsumer Defensive0.14%10,382+3,763+56.85%$955,559
Valvoline IncVVVConsumer Cyclical0.14%28,363+691+2.50%$955,266
Sensata Technologies Holding PlcSTOther0.14%26,994+26,994+100.00%$950,729
EnersysENSIndustrials0.14%5,393-393-6.79%$936,872
Wesco International Inc.WCCIndustrials0.13%3,344+610+22.31%$914,985
Belden IncBDCTechnology0.13%7,665+728+10.49%$880,172
MKS Instruments Inc.MKSITechnology0.13%3,813-2,497-39.57%$876,266
Littelfuse Inc.LFUSTechnology0.13%2,577+2,577+100.00%$874,505
Regal Rexnord CorpRRXIndustrials0.13%4,639-2,543-35.41%$868,699
Cactus IncWHDEnergy0.13%18,285-9,069-33.15%$866,160
Gibraltar Industries Inc.ROCKIndustrials0.13%21,691+4,111+23.38%$864,820
McGrath RentcorpMGRCIndustrials0.12%7,713+4,291+125.39%$850,590
Blue Bird CorpBLBDIndustrials0.12%14,668+14,668+100.00%$832,996
Knight-Swift Transportation Holdings IncKNXIndustrials0.12%14,253+1,478+11.57%$820,688
SLM CORPSLMFinancial Services0.12%38,308-283-0.73%$820,174
STAG Industrial IncSTAGReal Estate0.12%22,702+4,016+21.49%$818,634
Healthcare Realty Trust IncHRReal Estate0.12%46,481+46,481+100.00%$789,712
Independent Bank Corporation (Ionia MI)IBCPFinancial Services0.10%20,979-13,676-39.46%$698,601
Alamo Group Inc.ALGIndustrials0.10%4,127-429-9.42%$680,831
iShares MSCI All Country WorldACWIOther0.10%4,910+4,910+100.00%$679,397
Old Second Bancorporation Inc.OSBCFinancial Services0.09%32,082-26,159-44.92%$646,773
Innospec IncIOSPBasic Materials0.09%8,373+4,057+94.00%$611,396
iShares Core MSCI Emerging MarketsIEMGOther0.09%8,750+8,750+100.00%$610,313
IShares Preferred ETFPFFOther0.08%17,431+17,431+100.00%$528,508
NMI Holdings IncNMIHFinancial Services0.07%12,787-7,922-38.25%$479,640
Caci International Inc.CACITechnology0.07%827-846-50.57%$449,780
Evercore IncEVRFinancial Services0.06%1,341-1,416-51.36%$400,302
Progress Software Corp.PRGSTechnology0.06%15,180-10,446-40.76%$389,367
Chart Industries IncGTLSIndustrials0.04%1,485-380-20.38%$307,024
PROG Holdings IncPRGIndustrials0.04%10,388-9,130-46.78%$298,032
Invesco Capital Management LLCRSPOther0.03%1,153+1,153+100.00%$221,284
Curtiss-Wright Corp.CWIndustrials0.03%317-313-49.68%$215,915
Exlservice Hldgs IncEXLSTechnology0.03%5,915-17,596-74.84%$180,112
National Storage Affiliates TrustNSAReal Estate0.02%4,221-15,657-78.77%$159,301
ISHARES Tr S&P SM CAP 600 IndexIJROther0.01%685+685+100.00%$85,152