HUDSON EDGE INVESTMENT PARTNERS INC.

JERSEY CITY, NJ · CIK 740272 · 13F filing filed 2024-08-06

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)

$517.6m reported value +1.1% vs Q1 2024

192positions

42.7%in top 10

43 new 36 added 65 reduced 11 sold out vs Q1 2024

Holdings, Q2 2024

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	HDFC BANK LTD SPONSORED ADS HDB	HDB	792,800	$51.0m9.85%	9.85%	New
2	ICON PLC SHS ICLR	ICLR	149,100	$46.7m9.03%	9.03%	Reduced -5.4k	-5,420 -3.5%
3	RYANAIR HOLDINGS PLC SPONSORED ADR RYAAY	RYAAY	368,100	$42.9m8.28%	8.28%	Reduced -10.6k	-10,600 -2.8%
4	TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS TSM	TSM	198,955	$34.6m6.68%	6.68%	Reduced -62.0k	-62,000 -23.8%
5	JPMORGAN CHASE & CO COM JPM	JPM	50,661	$10.2m1.98%	1.98%	Reduced -1.6k	-1,625 -3.1%
6	METLIFE INC COM MET	MET	105,514	$7.4m1.43%	1.43%	Reduced -3.2k	-3,220 -3.0%
7	CITIGROUP INC COM NEW C	C	116,377	$7.4m1.43%	1.43%	Reduced -4.1k	-4,100 -3.4%
8	JOHNSON & JOHNSON COM JNJ	JNJ	49,925	$7.3m1.41%	1.41%	Added +4.0k	+3,986 8.7%
9	SIMON PPTY GROUP INC NEW COM SPG	SPG	45,101	$6.8m1.32%	1.32%	Reduced -1.3k	-1,254 -2.7%
10	ABBVIE INC COM ABBV	ABBV	38,250	$6.6m1.27%	1.27%	Added +751	+751 2.0%
11	LOCKHEED MARTIN CORP COM LMT	LMT	13,732	$6.4m1.24%	1.24%	Reduced -1.4k	-1,449 -9.5%
12	UNITEDHEALTH GROUP INC COM UNH	UNH	12,402	$6.3m1.22%	1.22%	Reduced -353	-353 -2.8%
13	ENTERGY CORP NEW COM ETR	ETR	58,497	$6.3m1.21%	1.21%	Added +7.7k	+7,714 15.2%
14	CISCO SYS INC COM CSCO	CSCO	131,659	$6.3m1.21%	1.21%	Added +12.1k	+12,093 10.1%
15	XCEL ENERGY INC COM XEL	XEL	117,087	$6.3m1.21%	1.21%	Added +9.5k	+9,510 8.8%
16	INTERNATIONAL BUSINESS MACHS COM IBM	IBM	36,038	$6.2m1.20%	1.20%	Added +1.8k	+1,768 5.2%
17	STATE STR CORP COM STT	STT	83,492	$6.2m1.19%	1.19%	Reduced -2.9k	-2,927 -3.4%
18	UNITED RENTALS INC COM URI	URI	9,525	$6.2m1.19%	1.19%	Added +594	+594 6.7%
19	AMERICAN ELEC PWR CO INC COM AEP	AEP	69,398	$6.1m1.18%	1.18%	Reduced -3.4k	-3,385 -4.7%
20	EMERSON ELEC CO COM EMR	EMR	55,163	$6.1m1.17%	1.17%	Reduced -2.0k	-1,952 -3.4%
21	EXXON MOBIL CORP COM XOM	XOM	52,085	$6.0m1.16%	1.16%	Reduced -1.9k	-1,855 -3.4%
22	HUBBELL INC COM HUBB	HUBB	16,317	$6.0m1.15%	1.15%	Added +678	+678 4.3%
23	COMCAST CORP NEW CL A CMCSA	CMCSA	152,171	$6.0m1.15%	1.15%	Added +21.1k	+21,058 16.1%
24	KRAFT HEINZ CO COM KHC	KHC	184,191	$5.9m1.15%	1.15%	Added +19.3k	+19,327 11.7%
25	DOVER CORP COM DOV	DOV	32,621	$5.9m1.14%	1.14%	Reduced -4.3k	-4,298 -11.6%
26	HOME DEPOT INC COM HD	HD	17,024	$5.9m1.13%	1.13%	Added +1.6k	+1,623 10.5%
27	MARATHON PETE CORP COM MPC	MPC	33,692	$5.8m1.13%	1.13%	Added +764	+764 2.3%
28	CONOCOPHILLIPS COM COP	COP	50,552	$5.8m1.12%	1.12%	Added +2.8k	+2,804 5.9%
29	CITIZENS FINL GROUP INC COM CFG	CFG	160,234	$5.8m1.12%	1.12%	Reduced -19.3k	-19,343 -10.8%
30	CAPITAL ONE FINL CORP COM COF	COF	41,584	$5.8m1.11%	1.11%	Reduced -4.0k	-4,021 -8.8%
31	M & T BK CORP COM MTB	MTB	38,024	$5.8m1.11%	1.11%	Reduced -4.6k	-4,625 -10.8%
32	SNAP ON INC COM SNA	SNA	21,963	$5.7m1.11%	1.11%	Added +69	+69 0.3%
33	FISERV INC COM FISV	FISV	38,216	$5.7m1.10%	1.10%	Reduced -839	-839 -2.1%
34	CONSTELLATION BRANDS INC CL A STZ	STZ	21,673	$5.6m1.08%	1.08%	Reduced -683	-683 -3.1%
35	AFLAC INC COM AFL	AFL	62,136	$5.5m1.07%	1.07%	Reduced -10.2k	-10,248 -14.2%
36	BRISTOL-MYERS SQUIBB CO COM BMY	BMY	131,022	$5.4m1.05%	1.05%	Added +6.8k	+6,757 5.4%
37	EOG RES INC COM EOG	EOG	42,996	$5.4m1.05%	1.05%	Reduced -8.6k	-8,571 -16.6%
38	HCA HEALTHCARE INC COM HCA	HCA	16,810	$5.4m1.04%	1.04%	Reduced -1.5k	-1,537 -8.4%
39	GENUINE PARTS CO COM GPC	GPC	38,182	$5.3m1.02%	1.02%	Added +2.8k	+2,848 8.1%
40	HERSHEY CO COM HSY	HSY	27,846	$5.1m0.99%	0.99%	Added +1.7k	+1,699 6.5%
41	INTEL CORP COM INTC	INTC	162,272	$5.0m0.97%	0.97%	Added +35.0k	+34,995 27.5%
42	COCA COLA CO COM KO	KO	76,579	$4.9m0.94%	0.94%	Reduced -11.9k	-11,893 -13.4%
43	INTERPUBLIC GROUP COS INC COM IPG	IPG	165,084	$4.8m0.93%	0.93%	Reduced -5.1k	-5,140 -3.0%
44	CVS HEALTH CORP COM CVS	CVS	80,985	$4.8m0.92%	0.92%	Added +3.3k	+3,316 4.3%
45	BERRY GLOBAL GROUP INC COM BERY	BERY	81,085	$4.8m0.92%	0.92%	Reduced -13.6k	-13,584 -14.3%
46	DOLLAR GEN CORP NEW COM DG	DG	35,909	$4.7m0.92%	0.92%	Added +1.1k	+1,131 3.2%
47	NUCOR CORP COM NUE	NUE	28,922	$4.6m0.88%	0.88%	Added +13.4k	+13,412 86.5%
48	CENCORA INC COM COR	COR	20,086	$4.5m0.87%	0.87%	New
49	HENRY SCHEIN INC COM HSIC	HSIC	67,272	$4.3m0.83%	0.83%	Reduced -2.3k	-2,341 -3.4%
50	SMUCKER J M CO COM NEW SJM	SJM	39,446	$4.3m0.83%	0.83%	Added +919	+919 2.4%
51	QUEST DIAGNOSTICS INC COM DGX	DGX	30,343	$4.2m0.80%	0.80%	Reduced -10.4k	-10,399 -25.5%
52	WARNER BROS DISCOVERY INC COM SER A WBD	WBD	491,852	$3.7m0.71%	0.71%	Added +34.6k	+34,616 7.6%
53	ACCENTURE PLC IRELAND SHS CLASS A ACN	ACN	11,863	$3.6m0.70%	0.70%	Added +9.2k	+9,223 349.4%
54	UDR INC COM UDR	UDR	67,853	$2.8m0.54%	0.54%	New
55	LOWES COS INC COM LOW	LOW	11,622	$2.6m0.49%	0.49%	Unchanged
56	APPLE INC COM AAPL	AAPL	11,485	$2.4m0.47%	0.47%	Reduced -442	-442 -3.7%
57	MCDONALDS CORP COM MCD	MCD	9,353	$2.4m0.46%	0.46%	Reduced -100	-100 -1.1%
58	LAM RESEARCH CORP COM COM		1,932	$2.1m0.40%	0.40%	Unchanged
59	ALPHABET INC CAP STK CL C GOOG	GOOG	10,465	$1.9m0.37%	0.37%	Unchanged
60	VISA INC COM CL A V	V	7,095	$1.9m0.36%	0.36%	Unchanged
61	PEPSICO INC COM PEP	PEP	10,070	$1.7m0.32%	0.32%	Unchanged
62	QUALCOMM INC COM QCOM	QCOM	8,300	$1.7m0.32%	0.32%	Reduced -3.3k	-3,318 -28.6%
63	BLACKROCK INC COM BLK	BLK	1,792	$1.4m0.27%	0.27%	New
64	ALPHABET INC CAP STK CL A GOOGL	GOOGL	6,927	$1.3m0.24%	0.24%	Reduced -2.7k	-2,654 -27.7%
65	NRG ENERGY INC COM NEW NRG	NRG	13,253	$1.0m0.20%	0.20%	Reduced -79.8k	-79,752 -85.8%
66	NVIDIA CORPORATION COM NVDA	NVDA	7,440	$919.1k0.18%	0.18%	Unchanged
67	BLACKSTONE INC COM BX	BX	7,283	$901.6k0.17%	0.17%	Unchanged
68	CHEVRON CORP NEW COM CVX	CVX	5,431	$849.5k0.16%	0.16%	Unchanged
69	JACOBS SOLUTIONS INC COM J	J	5,967	$833.6k0.16%	0.16%	Added +82	+82 1.4%
70	EVERCORE INC CLASS A EVR	EVR	3,728	$777.0k0.15%	0.15%	Reduced -458	-458 -10.9%
71	PROGRESS SOFTWARE CORP COM PRGS	PRGS	13,665	$741.5k0.14%	0.14%	Added +2.7k	+2,732 25.0%
72	MICROCHIP TECHNOLOGY INC. COM MCHP	MCHP	7,961	$728.4k0.14%	0.14%	Reduced -100	-100 -1.2%
73	HOME BANCSHARES INC COM HOMB	HOMB	30,398	$728.3k0.14%	0.14%	Added +2.9k	+2,927 10.7%
74	SLM CORP COM SLM	SLM	33,639	$699.4k0.14%	0.14%	Unchanged
75	CACI INTL INC CL A CACI	CACI	1,605	$690.4k0.13%	0.13%	Unchanged
76	CURTISS WRIGHT CORP COM CW	CW	2,526	$684.5k0.13%	0.13%	Unchanged
77	NMI HLDGS INC COM NMIH	NMIH	20,078	$683.5k0.13%	0.13%	Unchanged
78	WORLD KINECT CORPORATION COM WKC	WKC	25,727	$663.8k0.13%	0.13%	Reduced -2.6k	-2,588 -9.1%
79	SOLARIS ENERGY INFRAS INC COM CL A SEI	SEI	72,903	$625.5k0.12%	0.12%	Unchanged
80	ALAMO GROUP INC COM ALG	ALG	3,575	$618.5k0.12%	0.12%	Added +424	+424 13.5%
81	MAXIMUS INC COM MMS	MMS	7,155	$613.2k0.12%	0.12%	Unchanged
82	THE CIGNA GROUP COM CI	CI	1,847	$610.6k0.12%	0.12%	Reduced -1.1k	-1,056 -36.4%
83	NEXTERA ENERGY INC COM NEE	NEE	8,600	$609.0k0.12%	0.12%	Unchanged
84	MERCK & CO INC COM MRK	MRK	4,849	$600.3k0.12%	0.12%	Unchanged
85	ASGN INC COM EFOR	EFOR	6,798	$599.4k0.12%	0.12%	Unchanged
86	AMAZON COM INC COM AMZN	AMZN	3,013	$582.3k0.11%	0.11%	Reduced -1.2k	-1,163 -27.9%
87	INNOSPEC INC COM IOSP	IOSP	4,693	$580.0k0.11%	0.11%	Unchanged
88	LYONDELLBASELL INDUSTRIES N SHS - A - LYB	LYB	6,041	$577.9k0.11%	0.11%	Unchanged
89	HANCOCK WHITNEY CORPORATION COM HWC	HWC	11,675	$558.4k0.11%	0.11%	Unchanged
90	VALVOLINE INC COM VVV	VVV	12,595	$544.1k0.11%	0.11%	Unchanged
91	LIBERTY ENERGY INC COM CL A LBRT	LBRT	25,836	$539.7k0.10%	0.10%	Unchanged
92	NNN REIT INC COM NNN	NNN	12,600	$536.8k0.10%	0.10%	Unchanged
93	WESCO INTL INC COM WCC	WCC	3,386	$536.7k0.10%	0.10%	Reduced -271	-271 -7.4%
94	INDEPENDENT BK CORP MICH COM NEW IBCP	IBCP	19,703	$532.0k0.10%	0.10%	Unchanged
95	ENERSYS COM ENS	ENS	5,083	$526.2k0.10%	0.10%	Added +566	+566 12.5%
96	INGEVITY CORP COM NGVT	NGVT	11,939	$521.9k0.10%	0.10%	Unchanged
97	STAG INDL INC COM STAG	STAG	14,456	$521.3k0.10%	0.10%	Unchanged
98	KNIGHT-SWIFT TRANSN HLDGS IN CL A KNX	KNX	10,411	$519.7k0.10%	0.10%	Added +1.4k	+1,414 15.7%
99	FOX FACTORY HLDG CORP COM FOXF	FOXF	10,621	$511.8k0.10%	0.10%	New
100	AMERIS BANCORP COM ABCB	ABCB	10,026	$504.8k0.10%	0.10%	Added +1.4k	+1,404 16.3%

Sold out since Q1 2024

Security	Ticker	Shares held before	Value then
THERMO FISHER SCIENTIFIC INC TMO	TMO	8,953	$5.2m9.0k shares
HOLOGIC INC HOLX	HOLX	5,679	$442.7k5.7k shares
ALLETE INC ALE	ALE	6,238	$372.0k6.2k shares
PERFICIENT INC PRFT	PRFT	5,310	$298.9k5.3k shares
CIENA CORP CIEN	CIEN	3,894	$192.6k3.9k shares
HEARTLAND FINL USA INC HTLF	HTLF	5,424	$190.7k5.4k shares
LA Z BOY INC LZB	LZB	2,970	$111.7k3.0k shares
FIDELITY NATL INFORMATION SV FIS	FIS	1,257	$93.2k1.3k shares
STARBUCKS CORP SBUX	SBUX	894	$81.7k894 shares
UNITED THERAPEUTICS CORP DEL UTHR	UTHR	252	$57.9k252 shares
HAIN CELESTIAL GROUP INC HAIN	HAIN	4,219	$33.2k4.2k shares