HUDSON EDGE INVESTMENT PARTNERS INC.

JERSEY CITY, NJ · CIK 740272 · 13F filing filed 2023-02-14

SEC-registered investment adviser since 1983 · corporation

Assets managed$2.9bn
Staff16 · 7 in investment roles
Main clients (by assets)Private funds 59%, Pension plans 38%, State and local governments 2%
Private funds1 · $1.7bn gross assets
Websitehudsonedgeip.com
Form ADV · 2026-04-13SEC adviser record

Legal entityHudson Edge Investment Partners, Inc. (US)

$293.0m reported value +9.1% vs Q3 2022

132positions

19.9%in top 10

4 new 40 added 78 reduced 19 sold out vs Q3 2022

Also in the report of:

Dakota Wealth Management – $8.2m of shares are in both reports

Shares in two reports are counted once in each security's totals.

Holdings, Q4 2022

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#	Security	Ticker	Shares	Value	% of portfolio	Change	Shares change
1	JPMORGAN CHASE & CO COM JPM	JPM	52,934	$7.1m2.42%	2.42%	Added +225	+225 0.4%
2	JOHNSON & JOHNSON COM JNJ	JNJ	37,792	$6.7m2.28%	2.28%	Added +15	+15 0.0%
3	METLIFE INC COM MET	MET	89,822	$6.5m2.22%	2.22%	Added +87	+87 0.1%
4	ABBVIE INC COM ABBV	ABBV	38,692	$6.3m2.13%	2.13%	Reduced -993	-993 -2.5%
5	EXXON MOBIL CORP COM XOM	XOM	49,835	$5.5m1.88%	1.88%	Reduced -10.0k	-10,027 -16.8%
6	AFLAC INC COM AFL	AFL	75,138	$5.4m1.84%	1.84%	Reduced -4.7k	-4,651 -5.8%
7	BRISTOL-MYERS SQUIBB CO COM BMY	BMY	73,142	$5.3m1.80%	1.80%	Added +340	+340 0.5%
8	DOLLAR GEN CORP NEW COM DG	DG	21,191	$5.2m1.78%	1.78%	Added +1.7k	+1,700 8.7%
9	HCA HEALTHCARE INC COM HCA	HCA	21,523	$5.2m1.76%	1.76%	Reduced -2.7k	-2,726 -11.2%
10	CAPITAL ONE FINL CORP COM COF	COF	55,046	$5.1m1.75%	1.75%	New
11	ABBOTT LABS COM ABT	ABT	46,024	$5.1m1.72%	1.72%	Added +2.9k	+2,927 6.8%
12	STATE STR CORP COM STT	STT	65,008	$5.0m1.72%	1.72%	Reduced -7.9k	-7,944 -10.9%
13	KEYCORP COM KEY	KEY	288,444	$5.0m1.72%	1.72%	Added +24.1k	+24,105 9.1%
14	FISERV INC COM FISV	FISV	49,665	$5.0m1.71%	1.71%	Added +245	+245 0.5%
15	EMERSON ELEC CO COM EMR	EMR	52,082	$5.0m1.71%	1.71%	Reduced -15	-15 -0.0%
16	CITIZENS FINL GROUP INC COM CFG	CFG	126,736	$5.0m1.70%	1.70%	Added +515	+515 0.4%
17	GENUINE PARTS CO COM GPC	GPC	28,665	$5.0m1.70%	1.70%	Added +19	+19 0.1%
18	CITIGROUP INC COM NEW C	C	109,817	$5.0m1.70%	1.70%	Added +4.0k	+4,039 3.8%
19	HENRY SCHEIN INC COM HSIC	HSIC	62,165	$5.0m1.69%	1.69%	Reduced -6.0k	-5,992 -8.8%
20	HOME DEPOT INC COM HD	HD	15,668	$4.9m1.69%	1.69%	Reduced -65	-65 -0.4%
21	LOCKHEED MARTIN CORP COM LMT	LMT	10,160	$4.9m1.69%	1.69%	Reduced -2.5k	-2,491 -19.7%
22	INTERNATIONAL BUSINESS MACHS COM IBM	IBM	34,979	$4.9m1.68%	1.68%	Reduced -80	-80 -0.2%
23	HUBBELL INC COM HUBB	HUBB	20,995	$4.9m1.68%	1.68%	Added +20	+20 0.1%
24	BERRY GLOBAL GROUP INC COM BERY	BERY	81,191	$4.9m1.67%	1.67%	Unchanged
25	ALLSTATE CORP COM ALL	ALL	36,058	$4.9m1.67%	1.67%	Reduced -65	-65 -0.2%
26	MCKESSON CORP COM MCK	MCK	12,928	$4.8m1.66%	1.66%	Reduced -1.7k	-1,695 -11.6%
27	ZEBRA TECHNOLOGIES CORPORATI CL A ZBRA	ZBRA	18,853	$4.8m1.65%	1.65%	Added +3.1k	+3,077 19.5%
28	SIMON PPTY GROUP INC NEW COM SPG	SPG	41,000	$4.8m1.64%	1.64%	Reduced -1.7k	-1,658 -3.9%
29	INTERPUBLIC GROUP COS INC COM IPG	IPG	144,140	$4.8m1.64%	1.64%	Reduced -620	-620 -0.4%
30	CONOCOPHILLIPS COM COP	COP	40,458	$4.8m1.63%	1.63%	Reduced -11.0k	-10,979 -21.3%
31	SNAP ON INC COM SNA	SNA	20,788	$4.8m1.62%	1.62%	Added +10	+10 0.1%
32	MARATHON PETE CORP COM MPC	MPC	40,775	$4.7m1.62%	1.62%	Reduced -7.8k	-7,785 -16.0%
33	UNITEDHEALTH GROUP INC COM UNH	UNH	8,913	$4.7m1.61%	1.61%	Added +130	+130 1.5%
34	EOG RES INC COM EOG	EOG	36,420	$4.7m1.61%	1.61%	New
35	CONSTELLATION BRANDS INC CL A STZ	STZ	20,143	$4.7m1.59%	1.59%	Added +1.2k	+1,173 6.2%
36	DOVER CORP COM DOV	DOV	34,213	$4.6m1.58%	1.58%	Reduced -95	-95 -0.3%
37	CISCO SYS INC COM CSCO	CSCO	95,757	$4.6m1.56%	1.56%	Reduced -160	-160 -0.2%
38	CVS HEALTH CORP COM CVS	CVS	48,313	$4.5m1.54%	1.54%	Added +2.8k	+2,801 6.2%
39	NRG ENERGY INC COM NEW NRG	NRG	140,178	$4.5m1.52%	1.52%	Added +41.9k	+41,924 42.7%
40	AMERICAN ELEC PWR CO INC COM AEP	AEP	45,656	$4.3m1.48%	1.48%	Added +300	+300 0.7%
41	SMUCKER J M CO COM NEW SJM	SJM	27,129	$4.3m1.47%	1.47%	Reduced -973	-973 -3.5%
42	XCEL ENERGY INC COM XEL	XEL	60,962	$4.3m1.46%	1.46%	Added +215	+215 0.3%
43	COCA COLA CO COM KO	KO	62,396	$4.0m1.35%	1.35%	Reduced -55	-55 -0.1%
44	COMCAST CORP NEW CL A CMCSA	CMCSA	108,726	$3.8m1.30%	1.30%	Reduced -272	-272 -0.2%
45	VERIZON COMMUNICATIONS INC COM VZ	VZ	94,800	$3.7m1.27%	1.27%	Added +8.4k	+8,413 9.7%
46	ALPHABET INC CAP STK CL A GOOGL	GOOGL	41,443	$3.7m1.25%	1.25%	Added +5.8k	+5,844 16.4%
47	HEALTHPEAK PROPERTIES INC COM DOC	DOC	145,882	$3.7m1.25%	1.25%	Reduced -6	-6 0.0%
48	WARNER BROS DISCOVERY INC COM SER A WBD	WBD	330,379	$3.1m1.07%	1.07%	Added +53.2k	+53,233 19.2%
49	MCDONALDS CORP COM MCD	MCD	10,608	$2.8m0.95%	0.95%	Added +5	+5 0.1%
50	LOWES COS INC COM LOW	LOW	13,240	$2.6m0.90%	0.90%	Reduced -70	-70 -0.5%
51	INTEL CORP COM INTC	INTC	97,038	$2.6m0.88%	0.88%	Reduced -476	-476 -0.5%
52	PEPSICO INC COM PEP	PEP	10,166	$1.8m0.63%	0.63%	Unchanged
53	NUCOR CORP COM NUE	NUE	13,808	$1.8m0.62%	0.62%	Reduced -15	-15 -0.1%
54	APPLE INC COM AAPL	AAPL	13,181	$1.7m0.58%	0.58%	Reduced -80	-80 -0.6%
55	VISA INC COM CL A V	V	7,620	$1.6m0.54%	0.54%	Reduced -60	-60 -0.8%
56	BLACKROCK INC COM BLK	BLK	1,944	$1.4m0.47%	0.47%	Reduced -3	-3 -0.1%
57	NEXTERA ENERGY INC COM NEE	NEE	13,856	$1.2m0.40%	0.40%	Added +97	+97 0.7%
58	ALPHABET INC CAP STK CL C GOOG	GOOG	12,500	$1.1m0.38%	0.38%	Unchanged
59	QUALCOMM INC COM QCOM	QCOM	8,915	$980.0k0.33%	0.33%	Reduced -3.9k	-3,914 -30.5%
60	LAM RESEARCH CORP COM COM		2,278	$957.0k0.33%	0.33%	Added +8	+8 0.3%
61	CHEVRON CORP NEW COM CVX	CVX	4,898	$879.0k0.30%	0.30%	Unchanged
62	L3HARRIS TECHNOLOGIES INC COM LHX	LHX	3,780	$787.0k0.27%	0.27%	Unchanged
63	SLM CORP COM SLM	SLM	45,639	$758.0k0.26%	0.26%	Reduced -314	-314 -0.7%
64	CACI INTL INC CL A CACI	CACI	2,436	$732.0k0.25%	0.25%	Added +260	+260 11.9%
65	VALVOLINE INC COM VVV	VVV	21,976	$718.0k0.25%	0.25%	Reduced -162	-162 -0.7%
66	PROGRESS SOFTWARE CORP COM PRGS	PRGS	14,048	$709.0k0.24%	0.24%	Reduced -101	-101 -0.7%
67	ALAMO GROUP INC COM ALG	ALG	4,887	$692.0k0.24%	0.24%	Reduced -39	-39 -0.8%
68	HOME BANCSHARES INC COM HOMB	HOMB	30,229	$689.0k0.24%	0.24%	Added +8.9k	+8,929 41.9%
69	BRUNSWICK CORP COM BC	BC	9,465	$682.0k0.23%	0.23%	Added +993	+993 11.7%
70	JACOBS SOLUTIONS INC COM J	J	5,667	$680.0k0.23%	0.23%	Unchanged
71	WORLD KINECT CORPORATION COM WKC	WKC	24,816	$678.0k0.23%	0.23%	Reduced -188	-188 -0.8%
72	INNOSPEC INC COM IOSP	IOSP	6,561	$675.0k0.23%	0.23%	Reduced -52	-52 -0.8%
73	THE CIGNA GROUP COM CI	CI	2,030	$673.0k0.23%	0.23%	Reduced -2.1k	-2,065 -50.4%
74	MAXIMUS INC COM MMS	MMS	8,998	$660.0k0.23%	0.23%	Reduced -1.1k	-1,119 -11.1%
75	STAG INDL INC COM STAG	STAG	20,122	$650.0k0.22%	0.22%	Reduced -150	-150 -0.7%
76	NMI HLDGS INC COM NMIH	NMIH	30,528	$638.0k0.22%	0.22%	Reduced -239	-239 -0.8%
77	ACCENTURE PLC IRELAND SHS CLASS A ACN	ACN	2,392	$638.0k0.22%	0.22%	Unchanged
78	OCEANFIRST FINL CORP COM OCFC	OCFC	29,562	$628.0k0.21%	0.21%	Reduced -218	-218 -0.7%
79	INMODE LTD SHS INMD	INMD	16,923	$604.0k0.21%	0.21%	Reduced -121	-121 -0.7%
80	ENSIGN GROUP INC COM ENSG	ENSG	6,363	$602.0k0.21%	0.21%	Reduced -839	-839 -11.7%
81	MICROCHIP TECHNOLOGY INC. COM MCHP	MCHP	8,537	$600.0k0.20%	0.20%	Reduced -460	-460 -5.1%
82	CHAMPIONX CORPORATION COM CHX	CHX	20,662	$599.0k0.20%	0.20%	Reduced -148	-148 -0.7%
83	PFIZER INC COM PFE	PFE	11,698	$599.0k0.20%	0.20%	Reduced -50	-50 -0.4%
84	BLACKSTONE INC COM BX	BX	7,967	$591.0k0.20%	0.20%	Added +40	+40 0.5%
85	IDACORP INC COM IDA	IDA	5,423	$585.0k0.20%	0.20%	Reduced -41	-41 -0.8%
86	AVISTA CORP COM AVA	AVA	13,159	$583.0k0.20%	0.20%	Reduced -100	-100 -0.8%
87	HEALTHCARE RLTY TR CL A COM HR	HR	30,048	$579.0k0.20%	0.20%	Added +7.3k	+7,321 32.2%
88	SOLARIS ENERGY INFRAS INC COM CL A SEI	SEI	58,198	$578.0k0.20%	0.20%	Added +15.9k	+15,861 37.5%
89	ENTERPRISE FINL SVCS CORP COM EFSC	EFSC	11,721	$574.0k0.20%	0.20%	Reduced -1.6k	-1,584 -11.9%
90	FEDERAL AGRIC MTG CORP CL C AGM	AGM	5,081	$573.0k0.20%	0.20%	Reduced -39	-39 -0.8%
91	F N B CORP COM FNB	FNB	43,727	$571.0k0.19%	0.19%	Reduced -5.7k	-5,678 -11.5%
92	EVERCORE INC CLASS A EVR	EVR	5,211	$568.0k0.19%	0.19%	Reduced -41	-41 -0.8%
93	LXP INDUSTRIAL TRUST COM LXP	LXP	56,604	$567.0k0.19%	0.19%	Reduced -419	-419 -0.7%
94	CARETRUST REIT INC COM CTRE	CTRE	30,337	$564.0k0.19%	0.19%	Reduced -4.1k	-4,051 -11.8%
95	SELECTIVE INS GROUP INC COM SIGI	SIGI	6,329	$561.0k0.19%	0.19%	Reduced -49	-49 -0.8%
96	AMERIS BANCORP COM ABCB	ABCB	11,708	$552.0k0.19%	0.19%	Reduced -1.6k	-1,579 -11.9%
97	LIFE STORAGE INC COM COM		5,556	$547.0k0.19%	0.19%	Added +2.2k	+2,219 66.5%
98	ENERSYS COM ENS	ENS	7,368	$544.0k0.19%	0.19%	Reduced -57	-57 -0.8%
99	MERCK & CO INC COM MRK	MRK	4,875	$541.0k0.18%	0.18%	Reduced -15	-15 -0.3%
100	LYONDELLBASELL INDUSTRIES N SHS - A - LYB	LYB	6,457	$536.0k0.18%	0.18%	Added +632	+632 10.8%

Sold out since Q3 2022

Security	Ticker	Shares held before	Value then
HERSHEY CO HSY	HSY	17,904	$3.9m17.9k shares
PRICE T ROWE GROUP INC TROW	TROW	34,907	$3.7m34.9k shares
ISHARES TR EFA	EFA	28,627	$1.6m28.6k shares
DISNEY WALT CO DIS	DIS	7,381	$696.0k7.4k shares
NORTHROP GRUMMAN CORP NOC	NOC	1,190	$560.0k1.2k shares
ACTIVISION BLIZZARD INC ATVI	ATVI	6,294	$468.0k6.3k shares
HOLOGIC INC HOLX	HOLX	7,120	$459.0k7.1k shares
ARISTA NETWORKS INC		4,042	$456.0k4.0k shares
CHEMED CORP NEW CHE	CHE	1,007	$440.0k1.0k shares
TERMINIX GLOBAL HOLDINGS INC SERV	SERV	11,445	$438.0k11.4k shares
CIENA CORP CIEN	CIEN	10,422	$421.0k10.4k shares
MICROSOFT CORP MSFT	MSFT	1,683	$392.0k1.7k shares
DOLBY LABORATORIES INC DLB	DLB	5,951	$388.0k6.0k shares
RALPH LAUREN CORP RL	RL	3,873	$329.0k3.9k shares
BATH & BODY WORKS INC BBWI	BBWI	8,349	$272.0k8.3k shares
DOMINION ENERGY INC D	D	3,400	$235.0k3.4k shares
PACIRA BIOSCIENCES INC PCRX	PCRX	4,304	$229.0k4.3k shares
MCGRATH RENTCORP MGRC	MGRC	2,708	$227.0k2.7k shares
COSTCO WHSL CORP NEW COST	COST	433	$204.0k433 shares