Hudson Edge Investment Partners Inc. Portfolio Stock Holdings
According to the SEC 13F filed on October 28, 2026, Hudson Edge Investment Partners Inc. disclosed 127 stock positions valued at approximately $727.74M as of quarter-end September 30, 2026. The largest holdings include Taiwan Semiconductor Manufacturing, Smurfit Kappa Group PLC US, and Icon Plc.
- Report Period
- September 30, 2026
- No. of Stocks
- 127
- Portfolio Value
- $727.74M
Holdings by Sector
Hudson Edge Investment Partners Inc. Portfolio Holdings in Q3 2026
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| Taiwan Semiconductor Manufacturing | TSM | Technology | 13.75% | 219,303 | -9,000 | -3.94% | $100,043,836 |
| Smurfit Kappa Group PLC US | SW | Consumer Cyclical | 9.16% | 1,510,845 | +1,510,845 | +100.00% | $66,628,265 |
| Icon Plc | ICLR | Healthcare | 8.79% | 376,440 | +9,963 | +2.72% | $63,991,036 |
| RYANAIR HOLDINGS PLC-SP ADR | RYAAY | Industrials | 7.51% | 993,150 | +71,600 | +7.77% | $54,633,182 |
| Infosys Ltd | INFY | Technology | 6.38% | 4,314,590 | +114,100 | +2.72% | $46,424,988 |
| HDFC Bank Ltd. | HDB | Financial Services | 6.05% | 1,969,400 | +52,000 | +2.71% | $43,996,396 |
| ACCENTURE PLC-CL A | ACN | Technology | 1.19% | 47,365 | -7,389 | -13.49% | $8,685,320 |
| Microsoft Corporation | MSFT | Technology | 1.17% | 16,531 | +16,531 | +100.00% | $8,478,750 |
| Amazon.com Inc. | AMZN | Consumer Cyclical | 1.11% | 32,457 | +1,152 | +3.68% | $8,086,662 |
| Genuine Parts Co. | GPC | Consumer Cyclical | 1.03% | 59,634 | -9,281 | -13.47% | $7,498,379 |
| EOG Resources Inc. | EOG | Energy | 0.95% | 50,421 | -3,321 | -6.18% | $6,945,997 |
| Bristol-Myers Squibb Co. | BMY | Healthcare | 0.95% | 111,046 | -17,414 | -13.56% | $6,929,270 |
| Abbvie Inc | ABBV | Healthcare | 0.94% | 26,215 | -4,064 | -13.42% | $6,857,582 |
| Amphenol Corp. | APH | Technology | 0.93% | 80,314 | +33,820 | +72.74% | $6,770,470 |
| Cencora, Inc | COR | Healthcare | 0.91% | 22,142 | -1,982 | -8.22% | $6,648,136 |
| JPMorgan Chase & Co. | JPM | Financial Services | 0.91% | 20,046 | -3,214 | -13.82% | $6,631,818 |
| Capital One Financial Corp. | COF | Financial Services | 0.91% | 34,154 | -2,988 | -8.04% | $6,594,113 |
| Becton Dickinson And Co. | BDX | Healthcare | 0.90% | 36,667 | -12,386 | -25.25% | $6,563,393 |
| Conoco Phillips | COP | Energy | 0.90% | 52,358 | -8,121 | -13.43% | $6,552,604 |
| Snap-on Inc. | SNA | Industrials | 0.90% | 17,968 | -2,936 | -14.05% | $6,528,673 |
| Medtronic Plc | MDT | Healthcare | 0.90% | 75,562 | -11,764 | -13.47% | $6,520,245 |
| Johnson & Johnson | JNJ | Healthcare | 0.89% | 24,546 | -6,704 | -21.45% | $6,498,308 |
| Ishares Russell 1000 Growth | IWF | Other | 0.89% | 51,560 | - | - | $6,458,406 |
| Huntington Bancshares Inc. | HBAN | Financial Services | 0.89% | 422,908 | -38,037 | -8.25% | $6,453,576 |
| Metlife Inc | MET | Financial Services | 0.88% | 67,980 | -24,626 | -26.59% | $6,400,997 |
| Dollar General Corp. | DG | Consumer Defensive | 0.88% | 53,432 | -13,929 | -20.68% | $6,389,399 |
| CVS Health Corp | CVS | Healthcare | 0.88% | 74,521 | -2,107 | -2.75% | $6,385,704 |
| Comcast Corp | CMCSA | Communication Services | 0.87% | 292,205 | -4,831 | -1.63% | $6,358,381 |
| Citigroup Inc | C | Financial Services | 0.87% | 48,865 | -7,648 | -13.53% | $6,327,040 |
| Applied Materials Inc. | AMAT | Technology | 0.87% | 12,313 | +2,177 | +21.48% | $6,296,622 |
Showing 30 of 127 holdings in the latest reporting period.