HUDSON EDGE INVESTMENT PARTNERS INC.

JERSEY CITY, NJ · CIK 740272 · 13F filing filed 2023-10-20

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

$306.1m reported value -2.7% vs Q2 2023

130positions

21.0%in top 10

14 new 36 added 74 reduced 6 sold out vs Q2 2023

Also in the report of:

Dakota Wealth Management – $9.2m of shares are in both reports

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

Holdings, Q3 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	52,594	$7.6m2.49%	2.49%	Reduced -4.4k	-4,357 -7.7%
2	METLIFE INC COM MET	MET	110,025	$6.9m2.26%	2.26%	Reduced -570	-570 -0.5%
3	JOHNSON & JOHNSON COM JNJ	JNJ	43,809	$6.8m2.23%	2.23%	Reduced -400	-400 -0.9%
4	UNITEDHEALTH GROUP INC COM UNH	UNH	13,114	$6.6m2.16%	2.16%	Reduced -10	-10 -0.1%
5	ABBVIE INC COM ABBV	ABBV	42,500	$6.3m2.07%	2.07%	Reduced -2.5k	-2,452 -5.5%
6	NRG ENERGY INC COM NEW NRG	NRG	162,971	$6.3m2.05%	2.05%	Reduced -31.9k	-31,897 -16.4%
7	CVS HEALTH CORP COM CVS	CVS	86,557	$6.0m1.97%	1.97%	Reduced -460	-460 -0.5%
8	EXXON MOBIL CORP COM XOM	XOM	51,228	$6.0m1.97%	1.97%	Added +1.0k	+1,044 2.1%
9	CONSTELLATION BRANDS INC CL A STZ	STZ	23,213	$5.8m1.91%	1.91%	Reduced -1.8k	-1,823 -7.3%
10	BRISTOL-MYERS SQUIBB CO COM BMY	BMY	99,813	$5.8m1.89%	1.89%	Added +8.2k	+8,229 9.0%
11	AFLAC INC COM AFL	AFL	74,647	$5.7m1.87%	1.87%	Reduced -4.8k	-4,798 -6.0%
12	DOVER CORP COM DOV	DOV	41,016	$5.7m1.87%	1.87%	Added +2.1k	+2,064 5.3%
13	CONOCOPHILLIPS COM COP	COP	47,657	$5.7m1.87%	1.87%	Reduced -6.5k	-6,472 -12.0%
14	SIMON PPTY GROUP INC NEW COM SPG	SPG	52,835	$5.7m1.86%	1.86%	Reduced -90	-90 -0.2%
15	INTERNATIONAL BUSINESS MACHS COM IBM	IBM	40,539	$5.7m1.86%	1.86%	Reduced -4.2k	-4,240 -9.5%
16	CISCO SYS INC COM CSCO	CSCO	104,768	$5.6m1.84%	1.84%	Reduced -7.5k	-7,502 -6.7%
17	SNAP ON INC COM SNA	SNA	21,956	$5.6m1.83%	1.83%	Reduced -59	-59 -0.3%
18	EMERSON ELEC CO COM EMR	EMR	57,924	$5.6m1.83%	1.83%	Reduced -7.3k	-7,341 -11.2%
19	EOG RES INC COM EOG	EOG	44,024	$5.6m1.82%	1.82%	Reduced -230	-230 -0.5%
20	MARATHON PETE CORP COM MPC	MPC	36,864	$5.6m1.82%	1.82%	Reduced -8.8k	-8,799 -19.3%
21	ZEBRA TECHNOLOGIES CORPORATI CL A ZBRA	ZBRA	23,338	$5.5m1.80%	1.80%	Added +2.4k	+2,407 11.5%
22	STATE STR CORP COM STT	STT	81,570	$5.5m1.78%	1.78%	Added +2.1k	+2,123 2.7%
23	M & T BK CORP COM MTB	MTB	42,599	$5.4m1.76%	1.76%	New
24	FISERV INC COM FISV	FISV	47,486	$5.4m1.75%	1.75%	Added +1.5k	+1,547 3.4%
25	LOCKHEED MARTIN CORP COM LMT	LMT	13,088	$5.4m1.75%	1.75%	Added +631	+631 5.1%
26	BERRY GLOBAL GROUP INC COM BERY	BERY	84,907	$5.3m1.72%	1.72%	Reduced -460	-460 -0.5%
27	CITIGROUP INC COM NEW C	C	127,607	$5.2m1.71%	1.71%	Reduced -800	-800 -0.6%
28	HENRY SCHEIN INC COM HSIC	HSIC	69,877	$5.2m1.69%	1.69%	Reduced -450	-450 -0.6%
29	COMCAST CORP NEW CL A CMCSA	CMCSA	116,834	$5.2m1.69%	1.69%	Added +4.5k	+4,538 4.0%
30	XCEL ENERGY INC COM XEL	XEL	90,235	$5.2m1.69%	1.69%	Added +4.1k	+4,086 4.7%
31	GENUINE PARTS CO COM GPC	GPC	35,711	$5.2m1.68%	1.68%	Added +2.2k	+2,172 6.5%
32	AMERICAN ELEC PWR CO INC COM AEP	AEP	68,420	$5.1m1.68%	1.68%	Added +1.6k	+1,593 2.4%
33	UNITED RENTALS INC COM URI	URI	11,554	$5.1m1.68%	1.68%	Added +2.1k	+2,072 21.9%
34	HUBBELL INC COM HUBB	HUBB	16,253	$5.1m1.66%	1.66%	Reduced -1.8k	-1,846 -10.2%
35	CITIZENS FINL GROUP INC COM CFG	CFG	187,088	$5.0m1.64%	1.64%	Reduced -14.1k	-14,110 -7.0%
36	HOME DEPOT INC COM HD	HD	16,462	$5.0m1.62%	1.62%	Reduced -2.1k	-2,130 -11.5%
37	COCA COLA CO COM KO	KO	88,785	$5.0m1.62%	1.62%	Reduced -370	-370 -0.4%
38	INTERPUBLIC GROUP COS INC COM IPG	IPG	170,637	$4.9m1.60%	1.60%	Added +53.8k	+53,775 46.0%
39	THERMO FISHER SCIENTIFIC INC COM TMO	TMO	9,638	$4.9m1.59%	1.59%	Reduced -806	-806 -7.7%
40	KRAFT HEINZ CO COM KHC	KHC	143,581	$4.8m1.58%	1.58%	New
41	CAPITAL ONE FINL CORP COM COF	COF	48,804	$4.7m1.55%	1.55%	Reduced -240	-240 -0.5%
42	SMUCKER J M CO COM NEW SJM	SJM	36,690	$4.5m1.47%	1.47%	Reduced -230	-230 -0.6%
43	HCA HEALTHCARE INC COM HCA	HCA	18,009	$4.4m1.45%	1.45%	Reduced -1.7k	-1,680 -8.5%
44	QUEST DIAGNOSTICS INC COM DGX	DGX	35,534	$4.3m1.41%	1.41%	Added +6.4k	+6,383 21.9%
45	WARNER BROS DISCOVERY INC COM SER A WBD	WBD	389,277	$4.2m1.38%	1.38%	Added +35.6k	+35,574 10.1%
46	INTEL CORP COM INTC	INTC	108,339	$3.9m1.26%	1.26%	Reduced -1.4k	-1,380 -1.3%
47	DOLLAR GEN CORP NEW COM DG	DG	34,971	$3.7m1.21%	1.21%	Added +7.4k	+7,436 27.0%
48	NUCOR CORP COM NUE	NUE	16,962	$2.7m0.87%	0.87%	Reduced -1.4k	-1,390 -7.6%
49	MCDONALDS CORP COM MCD	MCD	10,023	$2.6m0.86%	0.86%	Unchanged
50	LOWES COS INC COM LOW	LOW	12,078	$2.5m0.82%	0.82%	Reduced -185	-185 -1.5%
51	ALPHABET INC CAP STK CL C GOOG	GOOG	17,295	$2.3m0.74%	0.74%	Added +5.3k	+5,300 44.2%
52	APPLE INC COM AAPL	AAPL	12,931	$2.2m0.72%	0.72%	Reduced -100	-100 -0.8%
53	PEPSICO INC COM PEP	PEP	10,140	$1.7m0.56%	0.56%	Unchanged
54	VISA INC COM CL A V	V	7,315	$1.7m0.55%	0.55%	Reduced -230	-230 -3.0%
55	LAM RESEARCH CORP COM COM		2,126	$1.3m0.44%	0.44%	Reduced -70	-70 -3.2%
56	BLACKROCK INC COM BLK	BLK	1,879	$1.2m0.40%	0.40%	Unchanged
57	QUALCOMM INC COM QCOM	QCOM	8,782	$975.0k0.32%	0.32%	Reduced -55	-55 -0.6%
58	BLACKSTONE INC COM BX	BX	8,214	$880.0k0.29%	0.29%	Reduced -77	-77 -0.9%
59	JACOBS SOLUTIONS INC COM J	J	6,235	$851.0k0.28%	0.28%	Reduced -67	-67 -1.1%
60	CHEVRON CORP NEW COM CVX	CVX	4,828	$814.0k0.27%	0.27%	Unchanged
61	ACCENTURE PLC IRELAND SHS CLASS A ACN	ACN	2,629	$807.0k0.26%	0.26%	Reduced -25	-25 -0.9%
62	NEXTERA ENERGY INC COM NEE	NEE	13,985	$801.0k0.26%	0.26%	Added +96	+96 0.7%
63	ASGN INC COM EFOR	EFOR	7,689	$628.0k0.21%	0.21%	Reduced -10	-10 -0.1%
64	BOSTON BEER INC CL A SAM	SAM	1,597	$622.0k0.20%	0.20%	Added +258	+258 19.3%
65	MICROCHIP TECHNOLOGY INC. COM MCHP	MCHP	7,861	$614.0k0.20%	0.20%	Reduced -366	-366 -4.5%
66	LYONDELLBASELL INDUSTRIES N SHS - A - LYB	LYB	6,378	$604.0k0.20%	0.20%	Reduced -79	-79 -1.2%
67	EVERCORE INC CLASS A EVR	EVR	4,326	$596.0k0.19%	0.19%	Reduced -10	-10 -0.2%
68	HOME BANCSHARES INC COM HOMB	HOMB	28,389	$594.0k0.19%	0.19%	Added +393	+393 1.4%
69	WORLD KINECT CORPORATION COM WKC	WKC	26,017	$584.0k0.19%	0.19%	Added +152	+152 0.6%
70	CACI INTL INC CL A CACI	CACI	1,852	$581.0k0.19%	0.19%	Reduced -10	-10 -0.5%
71	ALAMO GROUP INC COM ALG	ALG	3,258	$563.0k0.18%	0.18%	Reduced -20	-20 -0.6%
72	NMI HLDGS INC COM NMIH	NMIH	20,750	$562.0k0.18%	0.18%	Reduced -5.0k	-5,019 -19.5%
73	INNOSPEC INC COM IOSP	IOSP	5,480	$560.0k0.18%	0.18%	Unchanged
74	PROGRESS SOFTWARE CORP COM PRGS	PRGS	10,590	$557.0k0.18%	0.18%	Reduced -30	-30 -0.3%
75	BRUNSWICK CORP COM BC	BC	7,023	$555.0k0.18%	0.18%	Reduced -20	-20 -0.3%
76	MCGRATH RENTCORP COM MGRC	MGRC	5,532	$555.0k0.18%	0.18%	Added +1.4k	+1,407 34.1%
77	MAXIMUS INC COM MMS	MMS	7,395	$552.0k0.18%	0.18%	Added +782	+782 11.8%
78	SELECTIVE INS GROUP INC COM SIGI	SIGI	5,239	$541.0k0.18%	0.18%	Reduced -10	-10 -0.2%
79	CHAMPIONX CORPORATION COM CHX	CHX	15,148	$540.0k0.18%	0.18%	Reduced -2.0k	-1,973 -11.5%
80	SLM CORP COM SLM	SLM	38,182	$520.0k0.17%	0.17%	Reduced -100	-100 -0.3%
81	STAG INDL INC COM STAG	STAG	14,937	$515.0k0.17%	0.17%	Reduced -20	-20 -0.1%
82	ENVISTA HOLDINGS CORPORATION COM NVST	NVST	18,376	$512.0k0.17%	0.17%	Added +2.1k	+2,129 13.1%
83	INGEVITY CORP COM NGVT	NGVT	10,717	$510.0k0.17%	0.17%	Added +2.6k	+2,552 31.3%
84	MERCK & CO INC COM MRK	MRK	4,875	$502.0k0.16%	0.16%	New
85	AMN HEALTHCARE SVCS INC COM AMN	AMN	5,879	$501.0k0.16%	0.16%	Added +721	+721 14.0%
86	ENSIGN GROUP INC COM ENSG	ENSG	5,321	$494.0k0.16%	0.16%	Added +712	+712 15.4%
87	SOLARIS ENERGY INFRAS INC COM CL A SEI	SEI	44,493	$474.0k0.15%	0.15%	Reduced -19.7k	-19,666 -30.6%
88	CURTISS WRIGHT CORP COM CW	CW	2,356	$461.0k0.15%	0.15%	New
89	REAVES UTIL INCOME FD COM SH BEN INT UTG	UTG	18,582	$458.0k0.15%	0.15%	Added +2.5k	+2,500 15.6%
90	CARTERS INC COM CRI	CRI	6,573	$455.0k0.15%	0.15%	Reduced -20	-20 -0.3%
91	F N B CORP COM FNB	FNB	41,814	$451.0k0.15%	0.15%	Added +11.0k	+10,970 35.6%
92	CARETRUST REIT INC COM CTRE	CTRE	21,778	$446.0k0.15%	0.15%	Reduced -3.2k	-3,222 -12.9%
93	ENERSYS COM ENS	ENS	4,670	$442.0k0.14%	0.14%	Reduced -20	-20 -0.4%
94	HEALTHCARE RLTY TR CL A COM HR	HR	28,676	$438.0k0.14%	0.14%	Added +3.5k	+3,535 14.1%
95	ENTERPRISE FINL SVCS CORP COM EFSC	EFSC	11,466	$430.0k0.14%	0.14%	Added +1.6k	+1,634 16.6%
96	LXP INDUSTRIAL TRUST COM LXP	LXP	47,886	$426.0k0.14%	0.14%	Added +351	+351 0.7%
97	VALVOLINE INC COM VVV	VVV	13,018	$420.0k0.14%	0.14%	Reduced -30	-30 -0.2%
98	THE CIGNA GROUP COM CI	CI	1,440	$412.0k0.13%	0.13%	New
99	IDACORP INC COM IDA	IDA	4,391	$411.0k0.13%	0.13%	Reduced -10	-10 -0.2%
100	APPLE HOSPITALITY REIT INC COM NEW APLE	APLE	26,669	$409.0k0.13%	0.13%	Reduced -70	-70 -0.3%

Sold out since Q2 2023

Security	Ticker	Shares held before	Value then
KEYCORP KEY	KEY	406,743	$3.8m406.7k shares
GRAY TELEVISION INC GTN	GTN	42,347	$334.0k42.3k shares
LIFE STORAGE INC		2,401	$319.0k2.4k shares
ADAPTHEALTH CORP AHCO	AHCO	20,048	$244.0k20.0k shares
JONES LANG LASALLE INC JLL	JLL	1,357	$211.0k1.4k shares
CIRRUS LOGIC INC CRUS	CRUS	2,579	$209.0k2.6k shares