HUDSON EDGE INVESTMENT PARTNERS INC.

JERSEY CITY, NJ · CIK 740272 · 13F filing filed 2025-04-28

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)

$491.8m reported value -9.3% vs Q4 2024

101positions

42.4%in top 10

5 new 34 added 59 reduced 91 sold out vs Q4 2024

Holdings, Q1 2025

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	856,500	$56.9m11.57%	11.57%	Reduced -11.4k	-11,400 -1.3%
2	RYANAIR HOLDINGS PLC SPONSORED ADR RYAAY	RYAAY	967,750	$41.0m8.34%	8.34%	Reduced -12.9k	-12,900 -1.3%
3	TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS TSM	TSM	214,855	$35.7m7.25%	7.25%	Reduced -2.8k	-2,800 -1.3%
4	ICON PLC SHS ICLR	ICLR	181,565	$31.8m6.46%	6.46%	Reduced -2.4k	-2,429 -1.3%
5	HCA HEALTHCARE INC COM HCA	HCA	21,636	$7.5m1.52%	1.52%	Added +3.0k	+2,976 15.9%
6	CITIGROUP INC COM NEW C	C	104,634	$7.4m1.51%	1.51%	Reduced -16.9k	-16,905 -13.9%
7	JPMORGAN CHASE & CO COM JPM	JPM	29,807	$7.3m1.49%	1.49%	Reduced -13.6k	-13,609 -31.4%
8	CVS HEALTH CORP COM CVS	CVS	105,098	$7.1m1.45%	1.45%	Reduced -693	-693 -0.7%
9	AFLAC INC COM AFL	AFL	63,142	$7.0m1.43%	1.43%	Added +4.5k	+4,544 7.8%
10	BRISTOL-MYERS SQUIBB CO COM BMY	BMY	114,383	$7.0m1.42%	1.42%	Reduced -13.8k	-13,804 -10.8%
11	CISCO SYS INC COM CSCO	CSCO	112,455	$6.9m1.41%	1.41%	Reduced -4.7k	-4,688 -4.0%
12	CENCORA INC COM COR	COR	24,810	$6.9m1.40%	1.40%	Added +2.5k	+2,475 11.1%
13	M & T BK CORP COM MTB	MTB	38,069	$6.8m1.38%	1.38%	Added +2.4k	+2,439 6.8%
14	HUNTINGTON BANCSHARES INC COM HBAN	HBAN	452,191	$6.8m1.38%	1.38%	New
15	BECTON DICKINSON & CO COM BDX	BDX	29,255	$6.7m1.36%	1.36%	New
16	STATE STR CORP COM STT	STT	74,580	$6.7m1.36%	1.36%	Reduced -1.4k	-1,380 -1.8%
17	JOHNSON & JOHNSON COM JNJ	JNJ	40,136	$6.7m1.35%	1.35%	Reduced -8.9k	-8,851 -18.1%
18	SNAP ON INC COM SNA	SNA	19,634	$6.6m1.35%	1.35%	Reduced -350	-350 -1.8%
19	FISERV INC COM FISV	FISV	29,944	$6.6m1.34%	1.34%	Reduced -3.8k	-3,832 -11.3%
20	METLIFE INC COM MET	MET	82,195	$6.6m1.34%	1.34%	Reduced -20.6k	-20,631 -20.1%
21	KRAFT HEINZ CO COM KHC	KHC	216,134	$6.6m1.34%	1.34%	Added +5.4k	+5,381 2.5%
22	AMERICAN ELEC PWR CO INC COM AEP	AEP	59,793	$6.5m1.33%	1.33%	Reduced -1.1k	-1,085 -1.8%
23	ABBVIE INC COM ABBV	ABBV	30,272	$6.3m1.29%	1.29%	Reduced -9.1k	-9,052 -23.0%
24	LOCKHEED MARTIN CORP COM LMT	LMT	14,153	$6.3m1.29%	1.29%	Added +873	+873 6.6%
25	DUKE ENERGY CORP NEW COM NEW DUK	DUK	51,776	$6.3m1.28%	1.28%	Reduced -2.6k	-2,630 -4.8%
26	CAPITAL ONE FINL CORP COM COF	COF	35,068	$6.3m1.28%	1.28%	Reduced -9.0k	-8,956 -20.3%
27	NUCOR CORP COM NUE	NUE	52,220	$6.3m1.28%	1.28%	Reduced -953	-953 -1.8%
28	COMCAST CORP NEW CL A CMCSA	CMCSA	170,264	$6.3m1.28%	1.28%	Added +4.3k	+4,276 2.6%
29	UDR INC COM UDR	UDR	139,083	$6.3m1.28%	1.28%	Reduced -2.2k	-2,240 -1.6%
30	UNITED RENTALS INC COM URI	URI	9,898	$6.2m1.26%	1.26%	Added +1.6k	+1,571 18.9%
31	XCEL ENERGY INC COM XEL	XEL	86,776	$6.1m1.25%	1.25%	Reduced -1.4k	-1,437 -1.6%
32	MEDTRONIC PLC SHS MDT	MDT	67,846	$6.1m1.24%	1.24%	Reduced -7.4k	-7,352 -9.8%
33	GENUINE PARTS CO COM GPC	GPC	50,953	$6.1m1.23%	1.23%	Reduced -894	-894 -1.7%
34	SIMON PPTY GROUP INC NEW COM SPG	SPG	36,406	$6.0m1.23%	1.23%	Reduced -5.2k	-5,189 -12.5%
35	DOLLAR GEN CORP NEW COM DG	DG	68,061	$6.0m1.22%	1.22%	Reduced -1.6k	-1,565 -2.2%
36	INTERNATIONAL BUSINESS MACHS COM IBM	IBM	24,034	$6.0m1.22%	1.22%	Reduced -6.1k	-6,064 -20.1%
37	DOVER CORP COM DOV	DOV	33,477	$5.9m1.20%	1.20%	Reduced -605	-605 -1.8%
38	INTERPUBLIC GROUP COS INC COM IPG	IPG	212,398	$5.8m1.17%	1.17%	Reduced -3.6k	-3,585 -1.7%
39	SMUCKER J M CO COM NEW SJM	SJM	47,675	$5.6m1.15%	1.15%	Added +3.5k	+3,466 7.8%
40	HOME DEPOT INC COM HD	HD	15,365	$5.6m1.14%	1.14%	Reduced -715	-715 -4.5%
41	MARATHON PETE CORP COM MPC	MPC	38,210	$5.6m1.13%	1.13%	Reduced -671	-671 -1.7%
42	BERRY GLOBAL GROUP INC COM BERY	BERY	79,290	$5.5m1.13%	1.13%	Reduced -1.4k	-1,351 -1.7%
43	EMERSON ELEC CO COM EMR	EMR	50,329	$5.5m1.12%	1.12%	Reduced -895	-895 -1.8%
44	ACCENTURE PLC IRELAND SHS CLASS A ACN	ACN	17,658	$5.5m1.12%	1.12%	Added +224	+224 1.3%
45	WARNER BROS DISCOVERY INC COM SER A WBD	WBD	511,799	$5.5m1.12%	1.12%	Reduced -8.7k	-8,650 -1.7%
46	HUBBELL INC COM HUBB	HUBB	16,485	$5.5m1.11%	1.11%	Added +1.7k	+1,665 11.2%
47	ONEOK INC NEW COM OKE	OKE	52,760	$5.2m1.06%	1.06%	Reduced -850	-850 -1.6%
48	CONOCOPHILLIPS COM COP	COP	49,362	$5.2m1.05%	1.05%	Reduced -940	-940 -1.9%
49	CONSTELLATION BRANDS INC CL A STZ	STZ	28,111	$5.2m1.05%	1.05%	Added +2.3k	+2,332 9.1%
50	EOG RES INC COM EOG	EOG	39,883	$5.1m1.04%	1.04%	Reduced -620	-620 -1.5%
51	HERSHEY CO COM HSY	HSY	29,569	$5.1m1.03%	1.03%	Added +3.1k	+3,102 11.7%
52	INTEL CORP COM INTC	INTC	217,721	$4.9m1.01%	1.01%	Added +12.7k	+12,686 6.2%
53	SLM CORP COM SLM	SLM	41,425	$1.2m0.25%	0.25%	Reduced -940	-940 -2.2%
54	PROSPERITY BANCSHARES INC COM PB	PB	16,971	$1.2m0.25%	0.25%	Added +2.8k	+2,814 19.9%
55	HOME BANCSHARES INC COM HOMB	HOMB	42,532	$1.2m0.24%	0.24%	Added +2.0k	+2,046 5.0%
56	OLD SECOND BANCORP INC ILL COM OSBC	OSBC	59,834	$995.6k0.20%	0.20%	Added +17.2k	+17,201 40.4%
57	INDEPENDENT BK CORP MICH COM NEW IBCP	IBCP	31,258	$962.4k0.20%	0.20%	Added +9.6k	+9,630 44.5%
58	CHART INDS INC COM GTLS	GTLS	6,339	$915.1k0.19%	0.19%	Added +2.2k	+2,208 53.5%
59	PROGRESS SOFTWARE CORP COM PRGS	PRGS	17,738	$913.7k0.19%	0.19%	Added +4.7k	+4,670 35.7%
60	NMI HLDGS INC COM NMIH	NMIH	25,071	$903.8k0.18%	0.18%	Reduced -497	-497 -1.9%
61	BRADY CORP CL A BRC	BRC	12,541	$885.9k0.18%	0.18%	New
62	CURTISS WRIGHT CORP COM CW	CW	2,777	$881.1k0.18%	0.18%	Added +121	+121 4.6%
63	WESCO INTL INC COM WCC	WCC	5,388	$836.8k0.17%	0.17%	Added +836	+836 18.4%
64	STERLING INFRASTRUCTURE INC COM STRL	STRL	7,268	$822.8k0.17%	0.17%	New
65	ALAMO GROUP INC COM ALG	ALG	4,580	$816.2k0.17%	0.17%	Reduced -86	-86 -1.8%
66	REGAL REXNORD CORPORATION COM RRX	RRX	6,951	$791.4k0.16%	0.16%	Added +2.2k	+2,161 45.1%
67	KNIGHT-SWIFT TRANSN HLDGS IN CL A KNX	KNX	17,575	$764.3k0.16%	0.16%	Added +908	+908 5.5%
68	CACI INTL INC CL A CACI	CACI	2,064	$757.3k0.15%	0.15%	Added +485	+485 30.7%
69	ENERSYS COM ENS	ENS	8,165	$747.8k0.15%	0.15%	Reduced -160	-160 -1.9%
70	OLLIES BARGAIN OUTLET HLDGS COM OLLI	OLLI	6,381	$742.5k0.15%	0.15%	Added +1.1k	+1,058 19.9%
71	VALVOLINE INC COM VVV	VVV	21,164	$736.7k0.15%	0.15%	Reduced -418	-418 -1.9%
72	FEDERAL AGRIC MTG CORP CL C AGM	AGM	3,916	$734.3k0.15%	0.15%	Added +1.1k	+1,122 40.2%
73	NATIONAL STORAGE AFFILIATES COM SHS BEN IN NSA	NSA	17,437	$687.0k0.14%	0.14%	New
74	LXP INDUSTRIAL TRUST COM LXP	LXP	77,358	$669.1k0.14%	0.14%	Reduced -1.5k	-1,526 -1.9%
75	BRUNSWICK CORP COM BC	BC	12,361	$665.6k0.14%	0.14%	Added +4.8k	+4,787 63.2%
76	HEALTHCARE RLTY TR CL A COM HR	HR	38,424	$649.4k0.13%	0.13%	Reduced -761	-761 -1.9%
77	EVERCORE INC CLASS A EVR	EVR	3,156	$630.3k0.13%	0.13%	Reduced -69	-69 -2.1%
78	INGEVITY CORP COM NGVT	NGVT	15,836	$626.9k0.13%	0.13%	Reduced -314	-314 -1.9%
79	STAG INDL INC COM STAG	STAG	17,049	$615.8k0.13%	0.13%	Added +1.9k	+1,863 12.3%
80	PROG HOLDINGS INC COM NPV PRG	PRG	21,693	$577.0k0.12%	0.12%	Added +4.7k	+4,687 27.6%
81	WORLD KINECT CORPORATION COM WKC	WKC	18,622	$528.1k0.11%	0.11%	Reduced -368	-368 -1.9%
82	INNOSPEC INC COM IOSP	IOSP	4,823	$457.0k0.09%	0.09%	Reduced -100	-100 -2.0%
83	ACADEMY SPORTS & OUTDOORS IN COM ASO	ASO	9,867	$450.0k0.09%	0.09%	Reduced -5.1k	-5,102 -34.1%
84	ASGN INC COM EFOR	EFOR	6,991	$440.6k0.09%	0.09%	Reduced -137	-137 -1.9%
85	CHAMPIONX CORPORATION COM CHX	CHX	14,768	$440.1k0.09%	0.09%	Reduced -382	-382 -2.5%
86	SANFILIPPO JOHN B & SON INC COM JBSS	JBSS	6,172	$437.3k0.09%	0.09%	Added +862	+862 16.2%
87	ENVISTA HOLDINGS CORPORATION COM NVST	NVST	24,441	$421.9k0.09%	0.09%	Reduced -490	-490 -2.0%
88	MCGRATH RENTCORP COM MGRC	MGRC	2,945	$328.1k0.07%	0.07%	Reduced -67	-67 -2.2%
89	AVISTA CORP COM AVA	AVA	7,184	$300.8k0.06%	0.06%	Reduced -138	-138 -1.9%
90	DELUXE CORP COM DLX	DLX	18,022	$284.9k0.06%	0.06%	Reduced -362	-362 -2.0%
91	MICROSOFT CORP COM MSFT	MSFT	752	$282.3k0.06%	0.06%	Added +219	+219 41.1%
92	ALPHABET INC CAP STK CL A GOOGL	GOOGL	1,588	$245.6k0.05%	0.05%	Reduced -4.8k	-4,785 -75.1%
93	THE CIGNA GROUP COM CI	CI	743	$244.4k0.05%	0.05%	Reduced -1.1k	-1,140 -60.5%
94	AMAZON COM INC COM AMZN	AMZN	1,262	$240.1k0.05%	0.05%	Reduced -987	-987 -43.9%
95	SELECTIVE INS GROUP INC COM SIGI	SIGI	2,622	$240.0k0.05%	0.05%	Reduced -1.0k	-1,032 -28.2%
96	SAMSUNG ELECTRONICS CO LTD COM SSNHZ	SSNHZ	233	$226.7k0.05%	0.05%	Unchanged
97	CLEAN HARBORS INC COM CLH	CLH	1,064	$209.7k0.04%	0.04%	Added +137	+137 14.8%
98	NORTHROP GRUMMAN CORP COM NOC	NOC	406	$207.9k0.04%	0.04%	Unchanged
99	CNH Industrial NV SHS SHS		15,930	$195.6k0.04%	0.04%	Unchanged
100	KB FINL GROUP INC SPONSORED ADR KB	KB	3,597	$194.6k0.04%	0.04%	Added +125	+125 3.6%

Sold out since Q4 2024

Security	Ticker	Shares held before	Value then
CITIZENS FINL GROUP INC CFG	CFG	143,726	$6.3m143.7k shares
UNITEDHEALTH GROUP INC UNH	UNH	11,524	$5.8m11.5k shares
HENRY SCHEIN INC HSIC	HSIC	40,749	$2.8m40.7k shares
LOWES COS INC LOW	LOW	10,907	$2.7m10.9k shares
MCDONALDS CORP MCD	MCD	8,975	$2.6m9.0k shares
APPLE INC AAPL	AAPL	10,248	$2.6m10.2k shares
VISA INC V	V	6,810	$2.2m6.8k shares
ALPHABET INC GOOG	GOOG	9,299	$1.8m9.3k shares
BLACKROCK INC BLK	BLK	1,655	$1.7m1.7k shares
PEPSICO INC PEP	PEP	9,571	$1.5m9.6k shares
LAM RESEARCH CORP LRCX	LRCX	18,050	$1.3m18.1k shares
SOLARIS ENERGY INFRAS INC SEI	SEI	42,533	$1.2m42.5k shares
QUALCOMM INC QCOM	QCOM	7,614	$1.2m7.6k shares
BLACKSTONE INC BX	BX	6,444	$1.1m6.4k shares
NRG ENERGY INC NRG	NRG	9,591	$865.3k9.6k shares
NVIDIA CORPORATION NVDA	NVDA	6,000	$805.7k6.0k shares
MAXIMUS INC MMS	MMS	10,398	$776.2k10.4k shares
CHEVRON CORP NEW CVX	CVX	4,699	$680.6k4.7k shares
JACOBS SOLUTIONS INC J	J	5,075	$678.1k5.1k shares
NEXTERA ENERGY INC NEE	NEE	8,600	$616.5k8.6k shares
FOX FACTORY HLDG CORP FOXF	FOXF	17,884	$541.3k17.9k shares
NNN REIT INC NNN	NNN	13,200	$539.2k13.2k shares
MERCK & CO INC MRK	MRK	4,849	$482.4k4.8k shares
HANCOCK WHITNEY CORPORATION HWC	HWC	7,932	$434.0k7.9k shares
JOHNSON CTLS INTL PLC JCI	JCI	5,300	$418.3k5.3k shares