HUDSON EDGE INVESTMENT PARTNERS INC.

JERSEY CITY, NJ · CIK 740272 · 13F filing filed 2025-02-03

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)

$542.4m reported value +0.5% vs Q3 2024

187positions

42.3%in top 10

6 new 85 added 60 reduced 14 sold out vs Q3 2024

Holdings, Q4 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	867,900	$55.4m10.22%	10.22%	Added +51.5k	+51,500 6.3%
2	TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS TSM	TSM	217,655	$43.0m7.93%	7.93%	Added +12.8k	+12,800 6.2%
3	RYANAIR HOLDINGS PLC SPONSORED ADR RYAAY	RYAAY	980,650	$42.7m7.88%	7.88%	Added +30.4k	+30,400 3.2%
4	ICON PLC SHS ICLR	ICLR	183,994	$38.6m7.11%	7.11%	Added +25.3k	+25,335 16.0%
5	JPMORGAN CHASE & CO COM JPM	JPM	43,416	$10.4m1.92%	1.92%	Added +595	+595 1.4%
6	CITIGROUP INC COM NEW C	C	121,539	$8.6m1.58%	1.58%	Added +7.9k	+7,902 7.0%
7	METLIFE INC COM MET	MET	102,826	$8.4m1.55%	1.55%	Added +222	+222 0.2%
8	CAPITAL ONE FINL CORP COM COF	COF	44,024	$7.9m1.45%	1.45%	Added +746	+746 1.7%
9	STATE STR CORP COM STT	STT	75,960	$7.5m1.37%	1.37%	Added +1.4k	+1,380 1.9%
10	BRISTOL-MYERS SQUIBB CO COM BMY	BMY	128,187	$7.3m1.34%	1.34%	Reduced -9.5k	-9,511 -6.9%
11	SIMON PPTY GROUP INC NEW COM SPG	SPG	41,595	$7.2m1.32%	1.32%	Added +161	+161 0.4%
12	JOHNSON & JOHNSON COM JNJ	JNJ	48,987	$7.1m1.31%	1.31%	Added +154	+154 0.3%
13	ABBVIE INC COM ABBV	ABBV	39,324	$7.0m1.29%	1.29%	Added +5.7k	+5,713 17.0%
14	FISERV INC COM FISV	FISV	33,776	$6.9m1.28%	1.28%	Reduced -3.5k	-3,480 -9.3%
15	CISCO SYS INC COM CSCO	CSCO	117,143	$6.9m1.28%	1.28%	Reduced -9.6k	-9,570 -7.5%
16	SNAP ON INC COM SNA	SNA	19,984	$6.8m1.25%	1.25%	Reduced -1.6k	-1,559 -7.2%
17	M & T BK CORP COM MTB	MTB	35,630	$6.7m1.24%	1.24%	Added +180	+180 0.5%
18	INTERNATIONAL BUSINESS MACHS COM IBM	IBM	30,098	$6.6m1.22%	1.22%	Reduced -1.9k	-1,866 -5.8%
19	KRAFT HEINZ CO COM KHC	KHC	210,753	$6.5m1.19%	1.19%	Added +24.6k	+24,616 13.2%
20	LOCKHEED MARTIN CORP COM LMT	LMT	13,280	$6.5m1.19%	1.19%	Added +2.0k	+1,981 17.5%
21	DOVER CORP COM DOV	DOV	34,082	$6.4m1.18%	1.18%	Added +660	+660 2.0%
22	EMERSON ELEC CO COM EMR	EMR	51,224	$6.3m1.17%	1.17%	Reduced -2.7k	-2,659 -4.9%
23	CITIZENS FINL GROUP INC COM CFG	CFG	143,726	$6.3m1.16%	1.16%	Added +2.6k	+2,609 1.9%
24	HOME DEPOT INC COM HD	HD	16,080	$6.3m1.15%	1.15%	Added +320	+320 2.0%
25	COMCAST CORP NEW CL A CMCSA	CMCSA	165,988	$6.2m1.15%	1.15%	Added +14.2k	+14,157 9.3%
26	HUBBELL INC COM HUBB	HUBB	14,820	$6.2m1.14%	1.14%	Reduced -1.1k	-1,127 -7.1%
27	NUCOR CORP COM NUE	NUE	53,173	$6.2m1.14%	1.14%	Added +13.6k	+13,611 34.4%
28	UDR INC COM UDR	UDR	141,323	$6.1m1.13%	1.13%	Added +3.6k	+3,563 2.6%
29	ACCENTURE PLC IRELAND SHS CLASS A ACN	ACN	17,434	$6.1m1.13%	1.13%	Added +1.2k	+1,160 7.1%
30	AFLAC INC COM AFL	AFL	58,598	$6.1m1.12%	1.12%	Added +1.1k	+1,060 1.8%
31	GENUINE PARTS CO COM GPC	GPC	51,847	$6.1m1.12%	1.12%	Added +8.9k	+8,875 20.6%
32	INTERPUBLIC GROUP COS INC COM IPG	IPG	215,983	$6.1m1.12%	1.12%	Added +54.7k	+54,679 33.9%
33	MEDTRONIC PLC SHS MDT	MDT	75,198	$6.0m1.11%	1.11%	Added +31.1k	+31,054 70.3%
34	XCEL ENERGY INC COM XEL	XEL	88,213	$6.0m1.10%	1.10%	Reduced -14.0k	-14,030 -13.7%
35	UNITED RENTALS INC COM URI	URI	8,327	$5.9m1.08%	1.08%	Added +70	+70 0.8%
36	DUKE ENERGY CORP NEW COM NEW DUK	DUK	54,406	$5.9m1.08%	1.08%	New
37	UNITEDHEALTH GROUP INC COM UNH	UNH	11,524	$5.8m1.07%	1.07%	Added +1.3k	+1,344 13.2%
38	CONSTELLATION BRANDS INC CL A STZ	STZ	25,779	$5.7m1.05%	1.05%	Added +2.0k	+2,015 8.5%
39	AMERICAN ELEC PWR CO INC COM AEP	AEP	60,878	$5.6m1.04%	1.04%	Added +1.1k	+1,070 1.8%
40	HCA HEALTHCARE INC COM HCA	HCA	18,660	$5.6m1.03%	1.03%	Added +2.2k	+2,170 13.2%
41	WARNER BROS DISCOVERY INC COM SER A WBD	WBD	520,449	$5.5m1.01%	1.01%	Added +40.0k	+40,037 8.3%
42	MARATHON PETE CORP COM MPC	MPC	38,881	$5.4m1.00%	1.00%	Added +6.0k	+6,019 18.3%
43	ONEOK INC NEW COM OKE	OKE	53,610	$5.4m0.99%	0.99%	Reduced -4.4k	-4,442 -7.7%
44	DOLLAR GEN CORP NEW COM DG	DG	69,626	$5.3m0.97%	0.97%	Added +32.5k	+32,524 87.7%
45	BERRY GLOBAL GROUP INC COM BERY	BERY	80,641	$5.2m0.96%	0.96%	Added +1.4k	+1,416 1.8%
46	CENCORA INC COM COR	COR	22,335	$5.0m0.93%	0.93%	Reduced -2.8k	-2,817 -11.2%
47	CONOCOPHILLIPS COM COP	COP	50,302	$5.0m0.92%	0.92%	Added +890	+890 1.8%
48	EOG RES INC COM EOG	EOG	40,503	$5.0m0.92%	0.92%	Reduced -1.6k	-1,553 -3.7%
49	SMUCKER J M CO COM NEW SJM	SJM	44,209	$4.9m0.90%	0.90%	Added +5.4k	+5,363 13.8%
50	CVS HEALTH CORP COM CVS	CVS	105,791	$4.7m0.88%	0.88%	Added +26.7k	+26,676 33.7%
51	HERSHEY CO COM HSY	HSY	26,467	$4.5m0.83%	0.83%	Reduced -1.6k	-1,592 -5.7%
52	INTEL CORP COM INTC	INTC	205,035	$4.1m0.76%	0.76%	Added +30.5k	+30,497 17.5%
53	HENRY SCHEIN INC COM HSIC	HSIC	40,749	$2.8m0.52%	0.52%	Reduced -25.0k	-25,023 -38.0%
54	LOWES COS INC COM LOW	LOW	10,907	$2.7m0.50%	0.50%	Reduced -537	-537 -4.7%
55	MCDONALDS CORP COM MCD	MCD	8,975	$2.6m0.48%	0.48%	Reduced -228	-228 -2.5%
56	APPLE INC COM AAPL	AAPL	10,248	$2.6m0.47%	0.47%	Reduced -985	-985 -8.8%
57	VISA INC COM CL A V	V	6,810	$2.2m0.40%	0.40%	Reduced -285	-285 -4.0%
58	ALPHABET INC CAP STK CL C GOOG	GOOG	9,299	$1.8m0.33%	0.33%	Reduced -726	-726 -7.2%
59	BLACKROCK INC COM BLK	BLK	1,655	$1.7m0.31%	0.31%	Reduced -111	-111 -6.3%
60	PEPSICO INC COM PEP	PEP	9,571	$1.5m0.27%	0.27%	Reduced -374	-374 -3.8%
61	LAM RESEARCH CORP COM NEW LRCX	LRCX	18,050	$1.3m0.24%	0.24%	Reduced -970	-970 -5.1%
62	SOLARIS ENERGY INFRAS INC COM CL A SEI	SEI	42,533	$1.2m0.23%	0.23%	Added +4.1k	+4,103 10.7%
63	ALPHABET INC CAP STK CL A GOOGL	GOOGL	6,373	$1.2m0.22%	0.22%	Reduced -149	-149 -2.3%
64	QUALCOMM INC COM QCOM	QCOM	7,614	$1.2m0.22%	0.22%	Reduced -536	-536 -6.6%
65	SLM CORP COM SLM	SLM	42,365	$1.2m0.22%	0.22%	Added +8.7k	+8,726 25.9%
66	HOME BANCSHARES INC COM HOMB	HOMB	40,486	$1.1m0.21%	0.21%	Added +7.4k	+7,357 22.2%
67	BLACKSTONE INC COM BX	BX	6,444	$1.1m0.20%	0.20%	Reduced -639	-639 -9.0%
68	PROSPERITY BANCSHARES INC COM PB	PB	14,157	$1.1m0.20%	0.20%	New
69	CURTISS WRIGHT CORP COM CW	CW	2,656	$942.5k0.17%	0.17%	Added +130	+130 5.2%
70	NMI HLDGS INC COM NMIH	NMIH	25,568	$939.9k0.17%	0.17%	Added +5.5k	+5,490 27.3%
71	EVERCORE INC CLASS A EVR	EVR	3,225	$893.9k0.16%	0.16%	Added +150	+150 4.9%
72	KNIGHT-SWIFT TRANSN HLDGS IN CL A KNX	KNX	16,667	$884.0k0.16%	0.16%	Added +6.3k	+6,256 60.1%
73	ALAMO GROUP INC COM ALG	ALG	4,666	$867.5k0.16%	0.16%	Added +1.1k	+1,091 30.5%
74	NRG ENERGY INC COM NEW NRG	NRG	9,591	$865.3k0.16%	0.16%	Reduced -3.1k	-3,082 -24.3%
75	ACADEMY SPORTS & OUTDOORS IN COM ASO	ASO	14,969	$861.2k0.16%	0.16%	Added +6.9k	+6,882 85.1%
76	PROGRESS SOFTWARE CORP COM PRGS	PRGS	13,068	$851.4k0.16%	0.16%	Added +600	+600 4.8%
77	WESCO INTL INC COM WCC	WCC	4,552	$823.7k0.15%	0.15%	Added +666	+666 17.1%
78	NVIDIA CORPORATION COM NVDA	NVDA	6,000	$805.7k0.15%	0.15%	Reduced -1.4k	-1,440 -19.4%
79	CHART INDS INC COM GTLS	GTLS	4,131	$788.4k0.15%	0.15%	New
80	VALVOLINE INC COM VVV	VVV	21,582	$780.8k0.14%	0.14%	Added +9.0k	+8,987 71.3%
81	MAXIMUS INC COM MMS	MMS	10,398	$776.2k0.14%	0.14%	Added +3.2k	+3,243 45.3%
82	ENERSYS COM ENS	ENS	8,325	$769.5k0.14%	0.14%	Added +1.8k	+1,775 27.1%
83	OLD SECOND BANCORP INC ILL COM OSBC	OSBC	42,633	$758.0k0.14%	0.14%	Added +6.3k	+6,271 17.2%
84	INDEPENDENT BK CORP MICH COM NEW IBCP	IBCP	21,628	$753.3k0.14%	0.14%	Added +6.3k	+6,333 41.4%
85	REGAL REXNORD CORPORATION COM RRX	RRX	4,790	$743.1k0.14%	0.14%	Added +1.6k	+1,602 50.2%
86	PROG HOLDINGS INC COM NPV PRG	PRG	17,006	$718.7k0.13%	0.13%	Added +7.6k	+7,562 80.1%
87	CHEVRON CORP NEW COM CVX	CVX	4,699	$680.6k0.13%	0.13%	Reduced -545	-545 -10.4%
88	JACOBS SOLUTIONS INC COM J	J	5,075	$678.1k0.13%	0.13%	Reduced -602	-602 -10.6%
89	HEALTHCARE RLTY TR CL A COM HR	HR	39,185	$664.2k0.12%	0.12%	Added +7.1k	+7,101 22.1%
90	INGEVITY CORP COM NGVT	NGVT	16,150	$658.1k0.12%	0.12%	Added +750	+750 4.9%
91	LXP INDUSTRIAL TRUST COM LXP	LXP	78,884	$640.5k0.12%	0.12%	Added +46.4k	+46,433 143.1%
92	CACI INTL INC CL A CACI	CACI	1,579	$638.0k0.12%	0.12%	Reduced -26	-26 -1.6%
93	NEXTERA ENERGY INC COM NEE	NEE	8,600	$616.5k0.11%	0.11%	Unchanged
94	ASGN INC COM EFOR	EFOR	7,128	$594.0k0.11%	0.11%	Added +330	+330 4.8%
95	OLLIES BARGAIN OUTLET HLDGS COM OLLI	OLLI	5,323	$584.1k0.11%	0.11%	Added +250	+250 4.9%
96	FEDERAL AGRIC MTG CORP CL C AGM	AGM	2,794	$550.3k0.10%	0.10%	Added +2.1k	+2,055 278.1%
97	INNOSPEC INC COM IOSP	IOSP	4,923	$541.8k0.10%	0.10%	Added +230	+230 4.9%
98	FOX FACTORY HLDG CORP COM FOXF	FOXF	17,884	$541.3k0.10%	0.10%	Added +5.5k	+5,476 44.1%
99	NNN REIT INC COM NNN	NNN	13,200	$539.2k0.10%	0.10%	Added +1.2k	+1,200 10.0%
100	WORLD KINECT CORPORATION COM WKC	WKC	18,990	$522.4k0.10%	0.10%	Reduced -1.5k	-1,492 -7.3%

Sold out since Q3 2024

Security	Ticker	Shares held before	Value then
ENTERGY CORP NEW ETR	ETR	102,154	$6.7m102.2k shares
QUEST DIAGNOSTICS INC DGX	DGX	31,700	$4.9m31.7k shares
LIBERTY ENERGY INC LBRT	LBRT	29,244	$558.3k29.2k shares
ACADIA HEALTHCARE COMPANY IN ACHC	ACHC	5,964	$378.2k6.0k shares
IDACORP INC IDA	IDA	3,530	$363.9k3.5k shares
AMENTUM HOLDINGS INC AMTM	AMTM	5,677	$183.1k5.7k shares
GRAY TELEVISION INC GTN	GTN	32,916	$176.4k32.9k shares
CARETRUST REIT INC CTRE	CTRE	5,339	$164.8k5.3k shares
1 800 FLOWERS COM INC FLWS	FLWS	19,499	$154.6k19.5k shares
RALPH LAUREN CORP RL	RL	609	$118.1k609 shares
BECTON DICKINSON & CO BDX	BDX	398	$96.0k398 shares
ADAPTHEALTH CORP AHCO	AHCO	8,261	$92.8k8.3k shares
ENSIGN GROUP INC ENSG	ENSG	635	$91.3k635 shares
COHERENT CORP COHR	COHR	927	$82.4k927 shares