HUDSON EDGE INVESTMENT PARTNERS INC.

JERSEY CITY, NJ · CIK 740272 · 13F filing filed 2023-04-28

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)

Others nearbyJersey City, NJ

As an employer

Offices in1 country
Private fundsother private 1

$322.0m reported value +9.9% vs Q4 2022

128positions

20.2%in top 10

1 new 71 added 49 reduced 5 sold out vs Q4 2022

Also in the report of:

Dakota Wealth Management – $9.5m of shares are in both reports

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

Holdings, Q1 2023

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	61,267	$8.0m2.48%	2.48%	Added +8.3k	+8,333 15.7%
2	JOHNSON & JOHNSON COM JNJ	JNJ	45,025	$7.0m2.17%	2.17%	Added +7.2k	+7,233 19.1%
3	ABBVIE INC COM ABBV	ABBV	41,157	$6.6m2.04%	2.04%	Added +2.5k	+2,465 6.4%
4	NRG ENERGY INC COM NEW NRG	NRG	191,154	$6.6m2.04%	2.04%	Added +51.0k	+50,976 36.4%
5	ZEBRA TECHNOLOGIES CORPORATI CL A ZBRA	ZBRA	20,091	$6.4m1.98%	1.98%	Added +1.2k	+1,238 6.6%
6	CONSTELLATION BRANDS INC CL A STZ	STZ	27,501	$6.2m1.93%	1.93%	Added +7.4k	+7,358 36.5%
7	METLIFE INC COM MET	MET	106,989	$6.2m1.93%	1.93%	Added +17.2k	+17,167 19.1%
8	BRISTOL-MYERS SQUIBB CO COM BMY	BMY	88,262	$6.1m1.90%	1.90%	Added +15.1k	+15,120 20.7%
9	CISCO SYS INC COM CSCO	CSCO	114,798	$6.0m1.86%	1.86%	Added +19.0k	+19,041 19.9%
10	SMUCKER J M CO COM NEW SJM	SJM	37,896	$6.0m1.85%	1.85%	Added +10.8k	+10,767 39.7%
11	AMERICAN ELEC PWR CO INC COM AEP	AEP	64,577	$5.9m1.82%	1.82%	Added +18.9k	+18,921 41.4%
12	CITIGROUP INC COM NEW C	C	125,205	$5.9m1.82%	1.82%	Added +15.4k	+15,388 14.0%
13	STATE STR CORP COM STT	STT	77,367	$5.9m1.82%	1.82%	Added +12.4k	+12,359 19.0%
14	HCA HEALTHCARE INC COM HCA	HCA	22,124	$5.8m1.81%	1.81%	Added +601	+601 2.8%
15	INTERNATIONAL BUSINESS MACHS COM IBM	IBM	43,516	$5.7m1.77%	1.77%	Added +8.5k	+8,537 24.4%
16	DOVER CORP COM DOV	DOV	37,375	$5.7m1.76%	1.76%	Added +3.2k	+3,162 9.2%
17	COCA COLA CO COM KO	KO	91,363	$5.7m1.76%	1.76%	Added +29.0k	+28,967 46.4%
18	XCEL ENERGY INC COM XEL	XEL	84,020	$5.7m1.76%	1.76%	Added +23.1k	+23,058 37.8%
19	HOME DEPOT INC COM HD	HD	19,152	$5.7m1.76%	1.76%	Added +3.5k	+3,484 22.2%
20	MARATHON PETE CORP COM MPC	MPC	41,825	$5.6m1.75%	1.75%	Added +1.1k	+1,050 2.6%
21	EXXON MOBIL CORP COM XOM	XOM	51,248	$5.6m1.75%	1.75%	Added +1.4k	+1,413 2.8%
22	SIMON PPTY GROUP INC NEW COM SPG	SPG	50,138	$5.6m1.74%	1.74%	Added +9.1k	+9,138 22.3%
23	EMERSON ELEC CO COM EMR	EMR	64,360	$5.6m1.74%	1.74%	Added +12.3k	+12,278 23.6%
24	AFLAC INC COM AFL	AFL	86,869	$5.6m1.74%	1.74%	Added +11.7k	+11,731 15.6%
25	UNITEDHEALTH GROUP INC COM UNH	UNH	11,826	$5.6m1.74%	1.74%	Added +2.9k	+2,913 32.7%
26	LOCKHEED MARTIN CORP COM LMT	LMT	11,789	$5.6m1.73%	1.73%	Added +1.6k	+1,629 16.0%
27	HENRY SCHEIN INC COM HSIC	HSIC	68,141	$5.6m1.73%	1.73%	Added +6.0k	+5,976 9.6%
28	SNAP ON INC COM SNA	SNA	22,478	$5.5m1.72%	1.72%	Added +1.7k	+1,690 8.1%
29	CVS HEALTH CORP COM CVS	CVS	74,412	$5.5m1.72%	1.72%	Added +26.1k	+26,099 54.0%
30	BERRY GLOBAL GROUP INC COM BERY	BERY	93,638	$5.5m1.71%	1.71%	Added +12.4k	+12,447 15.3%
31	GENUINE PARTS CO COM GPC	GPC	32,949	$5.5m1.71%	1.71%	Added +4.3k	+4,284 14.9%
32	HUBBELL INC COM HUBB	HUBB	22,436	$5.5m1.70%	1.70%	Added +1.4k	+1,441 6.9%
33	INTERPUBLIC GROUP COS INC COM IPG	IPG	145,382	$5.4m1.68%	1.68%	Added +1.2k	+1,242 0.9%
34	CAPITAL ONE FINL CORP COM COF	COF	56,237	$5.4m1.68%	1.68%	Added +1.2k	+1,191 2.2%
35	FISERV INC COM FISV	FISV	47,239	$5.3m1.66%	1.66%	Reduced -2.4k	-2,426 -4.9%
36	DOLLAR GEN CORP NEW COM DG	DG	25,357	$5.3m1.66%	1.66%	Added +4.2k	+4,166 19.7%
37	MCKESSON CORP COM MCK	MCK	14,869	$5.3m1.64%	1.64%	Added +1.9k	+1,941 15.0%
38	ALPHABET INC CAP STK CL A GOOGL	GOOGL	50,425	$5.2m1.62%	1.62%	Added +9.0k	+8,982 21.7%
39	VERIZON COMMUNICATIONS INC COM VZ	VZ	132,734	$5.2m1.60%	1.60%	Added +37.9k	+37,934 40.0%
40	THERMO FISHER SCIENTIFIC INC COM TMO	TMO	8,886	$5.1m1.59%	1.59%	New
41	COMCAST CORP NEW CL A CMCSA	CMCSA	134,670	$5.1m1.59%	1.59%	Added +25.9k	+25,944 23.9%
42	CONOCOPHILLIPS COM COP	COP	51,271	$5.1m1.58%	1.58%	Added +10.8k	+10,813 26.7%
43	CITIZENS FINL GROUP INC COM CFG	CFG	165,403	$5.0m1.56%	1.56%	Added +38.7k	+38,667 30.5%
44	EOG RES INC COM EOG	EOG	42,036	$4.8m1.50%	1.50%	Added +5.6k	+5,616 15.4%
45	KEYCORP COM KEY	KEY	384,571	$4.8m1.50%	1.50%	Added +96.1k	+96,127 33.3%
46	WARNER BROS DISCOVERY INC COM SER A WBD	WBD	305,645	$4.6m1.43%	1.43%	Reduced -24.7k	-24,734 -7.5%
47	INTEL CORP COM INTC	INTC	112,283	$3.7m1.14%	1.14%	Added +15.2k	+15,245 15.7%
48	MCDONALDS CORP COM MCD	MCD	10,058	$2.8m0.87%	0.87%	Reduced -550	-550 -5.2%
49	LOWES COS INC COM LOW	LOW	12,340	$2.5m0.77%	0.77%	Reduced -900	-900 -6.8%
50	NUCOR CORP COM NUE	NUE	15,839	$2.4m0.76%	0.76%	Added +2.0k	+2,031 14.7%
51	APPLE INC COM AAPL	AAPL	13,181	$2.2m0.68%	0.68%	Unchanged
52	PEPSICO INC COM PEP	PEP	10,166	$1.9m0.58%	0.58%	Unchanged
53	VISA INC COM CL A V	V	7,620	$1.7m0.53%	0.53%	Unchanged
54	ALPHABET INC CAP STK CL C GOOG	GOOG	12,365	$1.3m0.40%	0.40%	Reduced -135	-135 -1.1%
55	BLACKROCK INC COM BLK	BLK	1,884	$1.3m0.39%	0.39%	Reduced -60	-60 -3.1%
56	LAM RESEARCH CORP COM COM		2,223	$1.2m0.37%	0.37%	Reduced -55	-55 -2.4%
57	QUALCOMM INC COM QCOM	QCOM	8,915	$1.1m0.35%	0.35%	Unchanged
58	NEXTERA ENERGY INC COM NEE	NEE	13,889	$1.1m0.33%	0.33%	Added +33	+33 0.2%
59	CHEVRON CORP NEW COM CVX	CVX	4,878	$796.0k0.25%	0.25%	Reduced -20	-20 -0.4%
60	PROGRESS SOFTWARE CORP COM PRGS	PRGS	13,781	$792.0k0.25%	0.25%	Reduced -267	-267 -1.9%
61	L3HARRIS TECHNOLOGIES INC COM LHX	LHX	3,954	$776.0k0.24%	0.24%	Added +174	+174 4.6%
62	BRUNSWICK CORP COM BC	BC	9,254	$759.0k0.24%	0.24%	Reduced -211	-211 -2.2%
63	ACCENTURE PLC IRELAND SHS CLASS A ACN	ACN	2,654	$759.0k0.24%	0.24%	Added +262	+262 10.9%
64	NMI HLDGS INC COM NMIH	NMIH	33,799	$755.0k0.23%	0.23%	Added +3.3k	+3,271 10.7%
65	VALVOLINE INC COM VVV	VVV	21,557	$753.0k0.23%	0.23%	Reduced -419	-419 -1.9%
66	JACOBS SOLUTIONS INC COM J	J	6,267	$736.0k0.23%	0.23%	Added +600	+600 10.6%
67	BLACKSTONE INC COM BX	BX	8,291	$728.0k0.23%	0.23%	Added +324	+324 4.1%
68	LIFE STORAGE INC COM COM		5,541	$726.0k0.23%	0.23%	Reduced -15	-15 -0.3%
69	HOME BANCSHARES INC COM HOMB	HOMB	33,343	$724.0k0.22%	0.22%	Added +3.1k	+3,114 10.3%
70	ALAMO GROUP INC COM ALG	ALG	3,900	$718.0k0.22%	0.22%	Reduced -987	-987 -20.2%
71	CACI INTL INC CL A CACI	CACI	2,359	$699.0k0.22%	0.22%	Reduced -77	-77 -3.2%
72	WORLD KINECT CORPORATION COM WKC	WKC	27,135	$693.0k0.22%	0.22%	Added +2.3k	+2,319 9.3%
73	MICROCHIP TECHNOLOGY INC. COM MCHP	MCHP	8,227	$689.0k0.21%	0.21%	Reduced -310	-310 -3.6%
74	AMN HEALTHCARE SVCS INC COM AMN	AMN	8,270	$686.0k0.21%	0.21%	Added +3.4k	+3,365 68.6%
75	ASGN INC COM EFOR	EFOR	8,156	$674.0k0.21%	0.21%	Added +1.8k	+1,774 27.8%
76	ENSIGN GROUP INC COM ENSG	ENSG	7,034	$672.0k0.21%	0.21%	Added +671	+671 10.6%
77	STAG INDL INC COM STAG	STAG	19,713	$667.0k0.21%	0.21%	Reduced -409	-409 -2.0%
78	CARETRUST REIT INC COM CTRE	CTRE	33,692	$660.0k0.20%	0.20%	Added +3.4k	+3,355 11.1%
79	INNOSPEC INC COM IOSP	IOSP	6,423	$659.0k0.20%	0.20%	Reduced -138	-138 -2.1%
80	ENERSYS COM ENS	ENS	7,238	$629.0k0.20%	0.20%	Reduced -130	-130 -1.8%
81	SLM CORP COM SLM	SLM	50,312	$623.0k0.19%	0.19%	Added +4.7k	+4,673 10.2%
82	INMODE LTD SHS INMD	INMD	19,505	$623.0k0.19%	0.19%	Added +2.6k	+2,582 15.3%
83	MAXIMUS INC COM MMS	MMS	7,893	$621.0k0.19%	0.19%	Reduced -1.1k	-1,105 -12.3%
84	LYONDELLBASELL INDUSTRIES N SHS - A - LYB	LYB	6,457	$606.0k0.19%	0.19%	Unchanged
85	EVERCORE INC CLASS A EVR	EVR	5,161	$595.0k0.18%	0.18%	Reduced -50	-50 -1.0%
86	SELECTIVE INS GROUP INC COM SIGI	SIGI	6,189	$590.0k0.18%	0.18%	Reduced -140	-140 -2.2%
87	LXP INDUSTRIAL TRUST COM LXP	LXP	55,903	$576.0k0.18%	0.18%	Reduced -701	-701 -1.2%
88	IDACORP INC COM IDA	IDA	5,274	$571.0k0.18%	0.18%	Reduced -149	-149 -2.8%
89	MATIV HOLDINGS INC COM MATV	MATV	26,313	$565.0k0.18%	0.18%	Added +3.0k	+3,017 12.9%
90	CARTERS INC COM CRI	CRI	7,739	$557.0k0.17%	0.17%	Added +1.9k	+1,904 32.6%
91	REGAL REXNORD CORPORATION COM RRX	RRX	3,929	$553.0k0.17%	0.17%	Reduced -62	-62 -1.6%
92	DEVON ENERGY CORP NEW COM DVN	DVN	10,913	$552.0k0.17%	0.17%	Added +2.9k	+2,918 36.5%
93	CHAMPIONX CORPORATION COM CHX	CHX	20,257	$550.0k0.17%	0.17%	Reduced -405	-405 -2.0%
94	AVISTA CORP COM AVA	AVA	12,884	$547.0k0.17%	0.17%	Reduced -275	-275 -2.1%
95	MERCK & CO INC COM MRK	MRK	4,875	$519.0k0.16%	0.16%	Unchanged
96	REAVES UTIL INCOME FD COM SH BEN INT UTG	UTG	18,192	$516.0k0.16%	0.16%	Added +485	+485 2.7%
97	FEDERAL AGRIC MTG CORP CL C AGM	AGM	3,837	$511.0k0.16%	0.16%	Reduced -1.2k	-1,244 -24.5%
98	BOSTON BEER INC CL A SAM	SAM	1,531	$503.0k0.16%	0.16%	Added +14	+14 0.9%
99	HEALTHCARE RLTY TR CL A COM HR	HR	25,776	$498.0k0.15%	0.15%	Reduced -4.3k	-4,272 -14.2%
100	APPLE HOSPITALITY REIT INC COM NEW APLE	APLE	31,800	$494.0k0.15%	0.15%	Reduced -594	-594 -1.8%

Sold out since Q4 2022

Security	Ticker	Shares held before	Value then
ABBOTT LABS ABT	ABT	46,024	$5.1m46.0k shares
ALLSTATE CORP ALL	ALL	36,058	$4.9m36.1k shares
HEALTHPEAK PROPERTIES INC DOC	DOC	145,882	$3.7m145.9k shares
OCEANFIRST FINL CORP OCFC	OCFC	29,562	$628.0k29.6k shares
CIRRUS LOGIC INC CRUS	CRUS	5,751	$428.0k5.8k shares