Hudson Edge Investment Partners Inc. Portfolio Stock Holdings
Hudson Edge Investment Partners Inc. disclosed 123 stock positions valued at approximately $732.0 million in its latest SEC 13F filing. The largest holdings include Taiwan Semiconductor Manufacturing, Icon Plc, and RYANAIR HOLDINGS PLC-SP ADR. The filing reflects positions held as of June 30, 2026 and was filed on July 29, 2026.
- Report Period
- June 30, 2026
- No. of Stocks
- 123
- Portfolio Value
- $732.0M
Holdings by Sector
Hudson Edge Investment Partners Inc. Portfolio Holdings in Q2 2026
120 holdings in the latest reporting period.
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| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| Taiwan Semiconductor Manufacturing | TSM | Technology | 14.90% | 228,303 | -14,040 | -5.79% | $109,030,664 |
| Icon Plc | ICLR | Other | 8.70% | 366,477 | +47,474 | +14.88% | $63,660,720 |
| RYANAIR HOLDINGS PLC-SP ADR | RYAAY | Industrials | 8.15% | 921,550 | -55,700 | -5.70% | $59,670,363 |
| HDFC Bank Ltd. | HDB | Financial Services | 6.77% | 1,917,400 | -115,800 | -5.70% | $49,526,442 |
| Infosys Ltd | INFY | Technology | 6.02% | 4,200,490 | -252,500 | -5.67% | $44,063,140 |
| Warner Bros. Discovery Inc | WBD | Communication Services | 1.28% | 352,007 | -29,871 | -7.82% | $9,384,507 |
| Snap-on Inc. | SNA | Industrials | 1.15% | 20,904 | -1,673 | -7.41% | $8,411,770 |
| Amphenol Corp. | APH | Technology | 1.12% | 46,494 | +46,494 | +100.00% | $8,197,822 |
| Huntington Bancshares Inc. | HBAN | Financial Services | 1.12% | 460,945 | -9,573 | -2.03% | $8,172,555 |
| United Rentals Inc. | URI | Industrials | 1.11% | 7,203 | -3,086 | -29.99% | $8,160,207 |
| Dover Corp. | DOV | Industrials | 1.11% | 36,256 | -6,057 | -14.31% | $8,131,496 |
| Genuine Parts Co. | GPC | Consumer Cyclical | 1.11% | 68,915 | -1,941 | -2.74% | $8,130,592 |
| International Business Machines Corp. | IBM | Technology | 1.10% | 28,700 | +419 | +1.48% | $8,070,727 |
| Hubbell Inc. | HUBB | Industrials | 1.10% | 15,378 | +234 | +1.55% | $8,045,770 |
| Home Depot Inc. | HD | Consumer Cyclical | 1.09% | 22,527 | -104 | -0.46% | $7,944,822 |
| Johnson & Johnson | JNJ | Healthcare | 1.08% | 31,250 | -4,458 | -12.48% | $7,936,563 |
| CVS Health Corp | CVS | Healthcare | 1.08% | 76,628 | -28,237 | -26.93% | $7,927,167 |
| Citigroup Inc | C | Financial Services | 1.08% | 56,513 | -18,651 | -24.81% | $7,909,559 |
| Metlife Inc | MET | Financial Services | 1.07% | 92,606 | -7,460 | -7.46% | $7,835,394 |
| Allstate Corp (The) | ALL | Financial Services | 1.07% | 32,785 | +32,785 | +100.00% | $7,800,863 |
| Dollar General Corp. | DG | Consumer Defensive | 1.06% | 67,361 | +2,169 | +3.33% | $7,753,925 |
| J.M. Smucker Co. | SJM | Consumer Defensive | 1.05% | 68,524 | -9,138 | -11.77% | $7,708,950 |
| State Street Corp. | STT | Financial Services | 1.05% | 45,320 | -15,440 | -25.41% | $7,686,272 |
| Abbvie Inc | ABBV | Healthcare | 1.04% | 30,279 | -2,464 | -7.53% | $7,619,408 |
| JPMorgan Chase & Co. | JPM | Financial Services | 1.04% | 23,260 | -4,628 | -16.59% | $7,613,696 |
| Realty Income Corp. | O | Real Estate | 1.03% | 122,177 | +3,134 | +2.63% | $7,570,087 |
| Oneok Inc. | OKE | Energy | 1.03% | 86,559 | -16,064 | -15.65% | $7,525,439 |
| M & T Bank Corp | MTB | Financial Services | 1.03% | 31,589 | -7,610 | -19.41% | $7,518,498 |
| RPM International Inc. | RPM | Basic Materials | 1.02% | 67,329 | +67,329 | +100.00% | $7,483,618 |
| Amazon.com Inc. | AMZN | Consumer Cyclical | 1.02% | 31,305 | +31,305 | +100.00% | $7,461,234 |
| Capital One Financial Corp. | COF | Financial Services | 1.02% | 37,142 | +5,559 | +17.60% | $7,451,428 |
| Becton Dickinson And Co. | BDX | Healthcare | 1.01% | 49,053 | +4,308 | +9.63% | $7,423,190 |
| Bristol-Myers Squibb Co. | BMY | Healthcare | 1.01% | 128,460 | -10,419 | -7.50% | $7,401,865 |
| Equity Residential Properties Trust | EQR | Real Estate | 1.01% | 108,814 | +108,814 | +100.00% | $7,391,735 |
| Applied Materials Inc. | AMAT | Technology | 1.00% | 10,136 | -6,908 | -40.53% | $7,328,328 |
| Lockheed Martin Corp. | LMT | Industrials | 1.00% | 14,353 | +1,279 | +9.78% | $7,312,279 |
| Comcast Corp | CMCSA | Communication Services | 1.00% | 297,036 | +43,034 | +16.94% | $7,292,234 |
| Omnicom Group Inc. | OMC | Communication Services | 0.98% | 98,745 | +7,969 | +8.78% | $7,191,598 |
| American Electric Power Company Inc. | AEP | Utilities | 0.97% | 51,855 | -4,217 | -7.52% | $7,094,283 |
| EOG Resources Inc. | EOG | Energy | 0.95% | 53,742 | -4,368 | -7.52% | $6,971,950 |
| Medtronic Plc | MDT | Other | 0.93% | 87,326 | -2,183 | -2.44% | $6,831,513 |
| Cencora, Inc | COR | Healthcare | 0.93% | 24,124 | +628 | +2.67% | $6,826,610 |
| ACCENTURE PLC-CL A | ACN | Technology | 0.93% | 54,754 | +15,967 | +41.17% | $6,813,588 |
| PepsiCo Inc | PEP | Consumer Defensive | 0.92% | 49,497 | -111 | -0.22% | $6,701,894 |
| Cisco Systems Inc. | CSCO | Technology | 0.90% | 56,346 | -32,803 | -36.80% | $6,618,401 |
| Kraft Heinz Co | KHC | Consumer Defensive | 0.90% | 277,680 | -8,259 | -2.89% | $6,558,802 |
| Duke Energy Corp. | DUK | Utilities | 0.89% | 51,617 | -4,120 | -7.39% | $6,533,680 |
| Nucor Corp. | NUE | Basic Materials | 0.88% | 28,884 | -13,499 | -31.85% | $6,433,911 |
| Ishares Russell 1000 Growth | IWF | Other | 0.87% | 51,560 | +38,670 | +300.00% | $6,402,205 |
| HCA Healthcare Inc | HCA | Healthcare | 0.87% | 16,302 | +352 | +2.21% | $6,355,987 |
| Conoco Phillips | COP | Energy | 0.86% | 60,479 | -4,929 | -7.54% | $6,287,397 |
| Fiserv Inc. | FI | Technology | 0.83% | 124,027 | +5,129 | +4.31% | $6,083,524 |
| Constellation Brands Inc | STZ | Consumer Defensive | 0.82% | 42,987 | -7,336 | -14.58% | $5,979,062 |
| Adobe Inc | ADBE | Technology | 0.74% | 26,539 | -540 | -1.99% | $5,441,026 |
| Ishares Msci Eafe | EFA | Other | 0.67% | 47,196 | - | - | $4,902,720 |
| Schwab Strategic Trust | SCHG | Other | 0.23% | 49,466 | - | - | $1,673,929 |
| Brady Corp. | BRC | Industrials | 0.22% | 17,500 | +4,737 | +37.12% | $1,602,475 |
| Prosperity Bancshares Inc. | PB | Financial Services | 0.22% | 21,839 | +165 | +0.76% | $1,594,902 |
| Home Bancshares Inc | HOMB | Financial Services | 0.21% | 54,357 | +380 | +0.70% | $1,551,892 |
| Blue Bird Corp | BLBD | Industrials | 0.20% | 18,870 | +4,202 | +28.65% | $1,489,975 |
| Gibraltar Industries Inc. | ROCK | Industrials | 0.20% | 32,141 | +10,450 | +48.18% | $1,449,559 |
| Old Second Bancorporation Inc. | OSBC | Financial Services | 0.19% | 60,706 | +28,624 | +89.22% | $1,415,664 |
| Alamo Group Inc. | ALG | Industrials | 0.18% | 8,185 | +4,058 | +98.33% | $1,346,351 |
| Valvoline Inc | VVV | Consumer Cyclical | 0.18% | 33,928 | +5,565 | +19.62% | $1,341,513 |
| AdaptHealth Corp | AHCO | Healthcare | 0.18% | 126,604 | +12,925 | +11.37% | $1,319,214 |
| Littelfuse Inc. | LFUS | Technology | 0.17% | 2,805 | +228 | +8.85% | $1,277,201 |
| Sensata Technologies Holding Plc | ST | Other | 0.17% | 25,900 | -1,094 | -4.05% | $1,236,466 |
| Brunswick Corp. | BC | Consumer Cyclical | 0.16% | 14,196 | +107 | +0.76% | $1,195,871 |
| Ollies Bargain Outlet Holdings Inc | OLLI | Consumer Defensive | 0.16% | 15,209 | +4,827 | +46.49% | $1,169,268 |
| Federal Agricultural Mortgage Corp. | AGM | Financial Services | 0.15% | 5,649 | -1,413 | -20.01% | $1,125,676 |
| Belden Inc | BDC | Technology | 0.15% | 9,378 | +1,713 | +22.35% | $1,124,516 |
| iShares MSCI ACWI ex U.S. | ACWX | Other | 0.15% | 14,722 | - | - | $1,120,491 |
| STAG Industrial Inc | STAG | Real Estate | 0.14% | 27,153 | +4,451 | +19.61% | $1,033,443 |
| Boot Barn Holdings Inc | BOOT | Consumer Cyclical | 0.14% | 6,235 | +6,235 | +100.00% | $1,024,223 |
| McGrath Rentcorp | MGRC | Industrials | 0.14% | 8,406 | +693 | +8.98% | $1,017,378 |
| Wesco International Inc. | WCC | Industrials | 0.13% | 2,809 | -535 | -16.00% | $970,313 |
| Independent Bank Corporation (Ionia MI) | IBCP | Financial Services | 0.13% | 26,424 | +5,445 | +25.95% | $953,114 |
| Healthcare Realty Trust Inc | HR | Real Estate | 0.13% | 46,835 | +354 | +0.76% | $944,662 |
| Enersys | ENS | Industrials | 0.13% | 3,916 | -1,477 | -27.39% | $915,639 |
| Herc Holdings Inc | HRI | Industrials | 0.12% | 6,173 | +6,173 | +100.00% | $884,838 |
| MKS Instruments Inc. | MKSI | Technology | 0.12% | 1,947 | -1,866 | -48.94% | $866,026 |
| Knight-Swift Transportation Holdings Inc | KNX | Industrials | 0.12% | 11,004 | -3,249 | -22.80% | $856,881 |
| iShares MSCI All Country World | ACWI | Other | 0.11% | 4,910 | - | - | $770,723 |
| Cactus Inc | WHD | Energy | 0.10% | 14,498 | -3,787 | -20.71% | $742,733 |
| iShares Core MSCI Emerging Markets | IEMG | Other | 0.10% | 8,750 | - | - | $724,850 |
| Evercore Inc | EVR | Financial Services | 0.09% | 2,008 | +667 | +49.74% | $685,612 |
| Regal Rexnord Corp | RRX | Industrials | 0.09% | 2,757 | -1,882 | -40.57% | $656,690 |
| Armstrong World Industries Inc. | AWI | Industrials | 0.07% | 3,401 | +3,401 | +100.00% | $545,588 |
| IShares Preferred ETF | PFF | Other | 0.07% | 17,431 | - | - | $531,471 |
| Caci International Inc. | CACI | Technology | 0.06% | 994 | +167 | +20.19% | $460,480 |
| NMI Holdings Inc | NMIH | Financial Services | 0.05% | 9,149 | -3,638 | -28.45% | $375,932 |
| SLM CORP | SLM | Financial Services | 0.04% | 11,555 | -26,753 | -69.84% | $299,737 |
| Invesco Capital Management LLC | RSP | Other | 0.03% | 1,153 | - | - | $245,324 |
| Curtiss-Wright Corp. | CW | Industrials | 0.03% | 319 | +2 | +0.63% | $241,725 |
| SPDR GOLD TRUST | GLD | Other | 0.03% | 630 | +630 | +100.00% | $232,079 |
| Progress Software Corp. | PRGS | Technology | 0.02% | 3,948 | -11,232 | -73.99% | $132,574 |
| ISHARES Tr S&P SM CAP 600 Index | IJR | Other | 0.01% | 685 | - | - | $101,592 |
| Exlservice Hldgs Inc | EXLS | Technology | 0.01% | 3,411 | -2,504 | -42.33% | $88,208 |
| Jabil Inc | JBL | Technology | 0.00% | 19 | +19 | +100.00% | $7,324 |
| Marathon Petroleum Corp | MPC | Energy | 0.00% | 21 | -7,232 | -99.71% | $5,369 |