HUDSON EDGE INVESTMENT PARTNERS INC.

JERSEY CITY, NJ · CIK 740272 · 13F filing filed 2025-07-21

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)

$584.4m reported value +18.8% vs Q1 2025

91positions

49.1%in top 10

7 new 52 added 32 reduced 17 sold out vs Q1 2025

Holdings, Q2 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	751,000	$57.6m9.85%	9.85%	Reduced -105.5k	-105,500 -12.3%
2	RYANAIR HOLDINGS PLC SPONSORED ADR RYAAY	RYAAY	953,850	$55.0m9.41%	9.41%	Reduced -13.9k	-13,900 -1.4%
3	TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS TSM	TSM	236,503	$53.6m9.17%	9.17%	Added +21.6k	+21,648 10.1%
4	INFOSYS LTD SPONSORED ADR INFY	INFY	2,799,900	$51.9m8.88%	8.88%	New
5	ICON PLC SHS ICLR	ICLR	178,575	$26.0m4.44%	4.44%	Reduced -3.0k	-2,990 -1.6%
6	CITIGROUP INC COM NEW C	C	107,160	$9.1m1.56%	1.56%	Added +2.5k	+2,526 2.4%
7	JPMORGAN CHASE & CO COM JPM	JPM	30,492	$8.8m1.51%	1.51%	Added +685	+685 2.3%
8	HUNTINGTON BANCSHARES INC COM HBAN	HBAN	505,027	$8.5m1.45%	1.45%	Added +52.8k	+52,836 11.7%
9	STATE STR CORP COM STT	STT	79,461	$8.4m1.45%	1.45%	Added +4.9k	+4,881 6.5%
10	UNITED RENTALS INC COM URI	URI	10,785	$8.1m1.39%	1.39%	Added +887	+887 9.0%
11	M & T BK CORP COM MTB	MTB	40,483	$7.9m1.34%	1.34%	Added +2.4k	+2,414 6.3%
12	CAPITAL ONE FINL CORP COM COF	COF	34,665	$7.4m1.26%	1.26%	Reduced -403	-403 -1.1%
13	HUBBELL INC COM HUBB	HUBB	17,843	$7.3m1.25%	1.25%	Added +1.4k	+1,358 8.2%
14	INTERNATIONAL BUSINESS MACHS COM IBM	IBM	24,584	$7.2m1.24%	1.24%	Added +550	+550 2.3%
15	METLIFE INC COM MET	MET	88,354	$7.1m1.22%	1.22%	Added +6.2k	+6,159 7.5%
16	CVS HEALTH CORP COM CVS	CVS	100,135	$6.9m1.18%	1.18%	Reduced -5.0k	-4,963 -4.7%
17	CENCORA INC COM COR	COR	23,000	$6.9m1.18%	1.18%	Reduced -1.8k	-1,810 -7.3%
18	CISCO SYS INC COM CSCO	CSCO	98,894	$6.9m1.17%	1.17%	Reduced -13.6k	-13,561 -12.1%
19	AFLAC INC COM AFL	AFL	64,613	$6.8m1.17%	1.17%	Added +1.5k	+1,471 2.3%
20	LOCKHEED MARTIN CORP COM LMT	LMT	14,535	$6.7m1.15%	1.15%	Added +382	+382 2.7%
21	MEDTRONIC PLC SHS MDT	MDT	77,106	$6.7m1.15%	1.15%	Added +9.3k	+9,260 13.7%
22	HCA HEALTHCARE INC COM HCA	HCA	17,418	$6.7m1.14%	1.14%	Reduced -4.2k	-4,218 -19.5%
23	DOVER CORP COM DOV	DOV	35,977	$6.6m1.13%	1.13%	Added +2.5k	+2,500 7.5%
24	APPLIED MATLS INC COM AMAT	AMAT	35,817	$6.6m1.12%	1.12%	New
25	JOHNSON & JOHNSON COM JNJ	JNJ	42,589	$6.5m1.11%	1.11%	Added +2.5k	+2,453 6.1%
26	MARATHON PETE CORP COM MPC	MPC	39,152	$6.5m1.11%	1.11%	Added +942	+942 2.5%
27	FISERV INC COM FISV	FISV	37,691	$6.5m1.11%	1.11%	Added +7.7k	+7,747 25.9%
28	WARNER BROS DISCOVERY INC COM SER A WBD	WBD	566,188	$6.5m1.11%	1.11%	Added +54.4k	+54,389 10.6%
29	COMCAST CORP NEW CL A CMCSA	CMCSA	181,289	$6.5m1.11%	1.11%	Added +11.0k	+11,025 6.5%
30	EMERSON ELEC CO COM EMR	EMR	48,254	$6.4m1.10%	1.10%	Reduced -2.1k	-2,075 -4.1%
31	ABBVIE INC COM ABBV	ABBV	34,507	$6.4m1.10%	1.10%	Added +4.2k	+4,235 14.0%
32	SIMON PPTY GROUP INC NEW COM SPG	SPG	39,838	$6.4m1.10%	1.10%	Added +3.4k	+3,432 9.4%
33	AMERICAN ELEC PWR CO INC COM AEP	AEP	61,153	$6.3m1.09%	1.09%	Added +1.4k	+1,360 2.3%
34	GENUINE PARTS CO COM GPC	GPC	52,165	$6.3m1.08%	1.08%	Added +1.2k	+1,212 2.4%
35	SNAP ON INC COM SNA	SNA	20,160	$6.3m1.07%	1.07%	Added +526	+526 2.7%
36	DUKE ENERGY CORP NEW COM NEW DUK	DUK	53,070	$6.3m1.07%	1.07%	Added +1.3k	+1,294 2.5%
37	BECTON DICKINSON & CO COM BDX	BDX	35,650	$6.1m1.05%	1.05%	Added +6.4k	+6,395 21.9%
38	HOME DEPOT INC COM HD	HD	16,658	$6.1m1.05%	1.05%	Added +1.3k	+1,293 8.4%
39	ACCENTURE PLC IRELAND SHS CLASS A ACN	ACN	20,412	$6.1m1.04%	1.04%	Added +2.8k	+2,754 15.6%
40	BRISTOL-MYERS SQUIBB CO COM BMY	BMY	131,574	$6.1m1.04%	1.04%	Added +17.2k	+17,191 15.0%
41	NUCOR CORP COM NUE	NUE	46,151	$6.0m1.02%	1.02%	Reduced -6.1k	-6,069 -11.6%
42	DOLLAR GEN CORP NEW COM DG	DG	51,997	$5.9m1.02%	1.02%	Reduced -16.1k	-16,064 -23.6%
43	UDR INC COM UDR	UDR	142,506	$5.8m1.00%	1.00%	Added +3.4k	+3,423 2.5%
44	INTEL CORP COM INTC	INTC	257,570	$5.8m0.99%	0.99%	Added +39.8k	+39,849 18.3%
45	KRAFT HEINZ CO COM KHC	KHC	221,291	$5.7m0.98%	0.98%	Added +5.2k	+5,157 2.4%
46	INTERPUBLIC GROUP COS INC COM IPG	IPG	229,388	$5.6m0.96%	0.96%	Added +17.0k	+16,990 8.0%
47	AMCOR PLC ORD AMCR	AMCR	588,617	$5.4m0.93%	0.93%	New
48	SMUCKER J M CO COM NEW SJM	SJM	54,623	$5.4m0.92%	0.92%	Added +6.9k	+6,948 14.6%
49	ONEOK INC NEW COM OKE	OKE	65,385	$5.3m0.91%	0.91%	Added +12.6k	+12,625 23.9%
50	HERSHEY CO COM HSY	HSY	30,253	$5.0m0.86%	0.86%	Added +684	+684 2.3%
51	EOG RES INC COM EOG	EOG	40,826	$4.9m0.84%	0.84%	Added +943	+943 2.4%
52	CONSTELLATION BRANDS INC CL A STZ	STZ	28,774	$4.7m0.80%	0.80%	Added +663	+663 2.4%
53	CONOCOPHILLIPS COM COP	COP	50,564	$4.5m0.78%	0.78%	Added +1.2k	+1,202 2.4%
54	SLM CORP COM SLM	SLM	38,967	$1.3m0.22%	0.22%	Reduced -2.5k	-2,458 -5.9%
55	PROSPERITY BANCSHARES INC COM PB	PB	17,933	$1.3m0.22%	0.22%	Added +962	+962 5.7%
56	HOME BANCSHARES INC COM HOMB	HOMB	42,373	$1.2m0.21%	0.21%	Reduced -159	-159 -0.4%
57	CACI INTL INC CL A CACI	CACI	2,304	$1.1m0.19%	0.19%	Added +240	+240 11.6%
58	OLD SECOND BANCORP INC ILL COM OSBC	OSBC	60,674	$1.1m0.18%	0.18%	Added +840	+840 1.4%
59	PROGRESS SOFTWARE CORP COM PRGS	PRGS	16,691	$1.1m0.18%	0.18%	Reduced -1.0k	-1,047 -5.9%
60	CURTISS WRIGHT CORP COM CW	CW	2,179	$1.1m0.18%	0.18%	Reduced -598	-598 -21.5%
61	INDEPENDENT BK CORP MICH COM NEW IBCP	IBCP	31,597	$1.0m0.18%	0.18%	Added +339	+339 1.1%
62	BRADY CORP CL A BRC	BRC	14,655	$996.1k0.17%	0.17%	Added +2.1k	+2,114 16.9%
63	NMI HLDGS INC COM NMIH	NMIH	23,592	$995.3k0.17%	0.17%	Reduced -1.5k	-1,479 -5.9%
64	REGAL REXNORD CORPORATION COM RRX	RRX	6,640	$962.5k0.16%	0.16%	Reduced -311	-311 -4.5%
65	ALAMO GROUP INC COM ALG	ALG	4,307	$940.6k0.16%	0.16%	Reduced -273	-273 -6.0%
66	EVERCORE INC CLASS A EVR	EVR	3,362	$907.8k0.16%	0.16%	Added +206	+206 6.5%
67	VALVOLINE INC COM VVV	VVV	23,851	$903.2k0.15%	0.15%	Added +2.7k	+2,687 12.7%
68	FEDERAL AGRIC MTG CORP CL C AGM	AGM	4,491	$872.5k0.15%	0.15%	Added +575	+575 14.7%
69	CHART INDS INC COM GTLS	GTLS	5,101	$839.9k0.14%	0.14%	Reduced -1.2k	-1,238 -19.5%
70	STERLING INFRASTRUCTURE INC COM STRL	STRL	3,534	$815.4k0.14%	0.14%	Reduced -3.7k	-3,734 -51.4%
71	OLLIES BARGAIN OUTLET HLDGS COM OLLI	OLLI	6,162	$812.0k0.14%	0.14%	Reduced -219	-219 -3.4%
72	WESCO INTL INC COM WCC	WCC	4,247	$786.5k0.13%	0.13%	Reduced -1.1k	-1,141 -21.2%
73	EXLSERVICE HOLDINGS INC COM EXLS	EXLS	17,760	$777.7k0.13%	0.13%	New
74	BRUNSWICK CORP COM BC	BC	13,144	$726.1k0.12%	0.12%	Added +783	+783 6.3%
75	KNIGHT-SWIFT TRANSN HLDGS IN CL A KNX	KNX	15,171	$671.0k0.11%	0.11%	Reduced -2.4k	-2,404 -13.7%
76	ENERSYS COM ENS	ENS	7,688	$659.4k0.11%	0.11%	Reduced -477	-477 -5.8%
77	STAG INDL INC COM STAG	STAG	17,983	$652.4k0.11%	0.11%	Added +934	+934 5.5%
78	INGEVITY CORP COM NGVT	NGVT	14,894	$641.8k0.11%	0.11%	Reduced -942	-942 -6.0%
79	PROG HOLDINGS INC COM NPV PRG	PRG	20,408	$599.0k0.10%	0.10%	Reduced -1.3k	-1,285 -5.9%
80	NATIONAL STORAGE AFFILIATES COM SHS BEN IN NSA	NSA	18,416	$589.1k0.10%	0.10%	Added +979	+979 5.6%
81	CHAMPIONX CORPORATION COM CHX	CHX	21,834	$542.4k0.09%	0.09%	Added +7.1k	+7,066 47.9%
82	LXP INDUSTRIAL TRUST COM LXP	LXP	64,699	$534.4k0.09%	0.09%	Reduced -12.7k	-12,659 -16.4%
83	WORLD KINECT CORPORATION COM WKC	WKC	17,515	$496.6k0.08%	0.08%	Reduced -1.1k	-1,107 -5.9%
84	GIBRALTAR INDS INC COM ROCK	ROCK	8,395	$495.3k0.08%	0.08%	New
85	MCGRATH RENTCORP COM MGRC	MGRC	3,405	$394.8k0.07%	0.07%	Added +460	+460 15.6%
86	INNOSPEC INC COM IOSP	IOSP	4,525	$380.5k0.07%	0.07%	Reduced -298	-298 -6.2%
87	MKS INC. COM MKSI	MKSI	3,604	$358.1k0.06%	0.06%	New
88	CACTUS INC CL A WHD	WHD	8,130	$355.4k0.06%	0.06%	New
89	AVISTA CORP COM AVA	AVA	6,757	$256.4k0.04%	0.04%	Reduced -427	-427 -5.9%
90	SELECTIVE INS GROUP INC COM SIGI	SIGI	2,467	$213.8k0.04%	0.04%	Reduced -155	-155 -5.9%
91	ASGN INC COM EFOR	EFOR	2,483	$124.0k0.02%	0.02%	Reduced -4.5k	-4,508 -64.5%

Sold out since Q1 2025

Security	Ticker	Shares held before	Value then
XCEL ENERGY INC XEL	XEL	86,776	$6.1m86.8k shares
BERRY GLOBAL GROUP INC BERY	BERY	79,290	$5.5m79.3k shares
HEALTHCARE RLTY TR HR	HR	38,424	$649.4k38.4k shares
ACADEMY SPORTS & OUTDOORS IN ASO	ASO	9,867	$450.0k9.9k shares
SANFILIPPO JOHN B & SON INC JBSS	JBSS	6,172	$437.3k6.2k shares
ENVISTA HOLDINGS CORPORATION NVST	NVST	24,441	$421.9k24.4k shares
DELUXE CORP DLX	DLX	18,022	$284.9k18.0k shares
MICROSOFT CORP MSFT	MSFT	752	$282.3k752 shares
ALPHABET INC GOOGL	GOOGL	1,588	$245.6k1.6k shares
THE CIGNA GROUP CI	CI	743	$244.4k743 shares
AMAZON COM INC AMZN	AMZN	1,262	$240.1k1.3k shares
SAMSUNG ELECTRONICS CO LTD SSNHZ	SSNHZ	233	$226.7k233 shares
CLEAN HARBORS INC CLH	CLH	1,064	$209.7k1.1k shares
NORTHROP GRUMMAN CORP NOC	NOC	406	$207.9k406 shares
CNH Industrial NV		15,930	$195.6k15.9k shares
KB FINL GROUP INC KB	KB	3,597	$194.6k3.6k shares
MATIV HOLDINGS INC MATV	MATV	13,905	$86.6k13.9k shares