HUDSON EDGE INVESTMENT PARTNERS INC.

JERSEY CITY, NJ · CIK 740272 · 13F filing filed 2026-01-27

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)

$674.9m reported value +9.3% vs Q3 2025

87positions

50.6%in top 10

6 new 38 added 43 reduced 7 sold out vs Q3 2025

Holdings, Q4 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	TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS TSM	TSM	235,503	$71.6m10.60%	10.60%	Reduced -1.8k	-1,800 -0.8%
2	RYANAIR HOLDINGS PLC SPONSORED ADR RYAAY	RYAAY	949,550	$68.5m10.16%	10.16%	Reduced -7.1k	-7,100 -0.7%
3	HDFC BANK LTD SPONSORED ADS HDB	HDB	1,495,000	$54.6m8.09%	8.09%	Reduced -11.2k	-11,200 -0.7%
4	INFOSYS LTD SPONSORED ADR INFY	INFY	2,845,690	$50.7m7.51%	7.51%	Added +37.2k	+37,190 1.3%
5	ICON PLC SHS ICLR	ICLR	260,449	$47.5m7.03%	7.03%	Added +59.7k	+59,710 29.8%
6	WARNER BROS DISCOVERY INC COM SER A WBD	WBD	382,368	$11.0m1.63%	1.63%	Added +27.6k	+27,570 7.8%
7	CITIGROUP INC COM NEW C	C	87,329	$10.2m1.51%	1.51%	Reduced -7.5k	-7,527 -7.9%
8	JPMORGAN CHASE & CO COM JPM	JPM	28,430	$9.2m1.36%	1.36%	Reduced -2.1k	-2,059 -6.8%
9	BRISTOL-MYERS SQUIBB CO COM BMY	BMY	168,767	$9.1m1.35%	1.35%	Added +23.8k	+23,799 16.4%
10	JOHNSON & JOHNSON COM JNJ	JNJ	43,706	$9.0m1.34%	1.34%	Added +1.1k	+1,054 2.5%
11	DOVER CORP COM DOV	DOV	42,966	$8.4m1.24%	1.24%	Added +3.1k	+3,132 7.9%
12	BECTON DICKINSON & CO COM BDX	BDX	42,792	$8.3m1.23%	1.23%	Added +5.4k	+5,409 14.5%
13	ACCENTURE PLC IRELAND SHS CLASS A ACN	ACN	30,790	$8.3m1.22%	1.22%	Added +2.5k	+2,510 8.9%
14	LOCKHEED MARTIN CORP COM LMT	LMT	16,809	$8.1m1.20%	1.20%	Reduced -208	-208 -1.2%
15	METLIFE INC COM MET	MET	101,903	$8.0m1.19%	1.19%	Added +8.1k	+8,143 8.7%
16	UDR INC COM UDR	UDR	218,910	$8.0m1.19%	1.19%	Added +34.9k	+34,948 19.0%
17	HUNTINGTON BANCSHARES INC COM HBAN	HBAN	462,017	$8.0m1.19%	1.19%	Reduced -5.9k	-5,864 -1.2%
18	M & T BK CORP COM MTB	MTB	39,752	$8.0m1.19%	1.19%	Reduced -791	-791 -1.9%
19	STATE STR CORP COM STT	STT	61,724	$8.0m1.18%	1.18%	Reduced -13.2k	-13,247 -17.7%
20	SNAP ON INC COM SNA	SNA	23,028	$7.9m1.18%	1.18%	Added +560	+560 2.5%
21	CAPITAL ONE FINL CORP COM COF	COF	32,245	$7.8m1.16%	1.16%	Reduced -2.5k	-2,471 -7.1%
22	NUCOR CORP COM NUE	NUE	47,397	$7.7m1.15%	1.15%	Added +1.2k	+1,178 2.5%
23	ONEOK INC NEW COM OKE	OKE	104,460	$7.7m1.14%	1.14%	Added +16.8k	+16,793 19.2%
24	DOLLAR GEN CORP NEW COM DG	DG	57,603	$7.6m1.13%	1.13%	Reduced -8.9k	-8,930 -13.4%
25	CONOCOPHILLIPS COM COP	COP	81,612	$7.6m1.13%	1.13%	Added +22.4k	+22,420 37.9%
26	HCA HEALTHCARE INC COM HCA	HCA	16,237	$7.6m1.12%	1.12%	Reduced -1.2k	-1,207 -6.9%
27	HUBBELL INC COM HUBB	HUBB	17,064	$7.6m1.12%	1.12%	Reduced -806	-806 -4.5%
28	SIMON PPTY GROUP INC NEW COM SPG	SPG	40,756	$7.5m1.12%	1.12%	Added +971	+971 2.4%
29	CVS HEALTH CORP COM CVS	CVS	94,175	$7.5m1.11%	1.11%	Reduced -6.0k	-5,960 -6.0%
30	CENCORA INC COM COR	COR	22,103	$7.5m1.11%	1.11%	Reduced -931	-931 -4.0%
31	DUKE ENERGY CORP NEW COM NEW DUK	DUK	63,317	$7.4m1.10%	1.10%	Added +1.6k	+1,600 2.6%
32	AFLAC INC COM AFL	AFL	66,164	$7.3m1.08%	1.08%	Added +1.6k	+1,580 2.5%
33	AMERICAN ELEC PWR CO INC COM AEP	AEP	63,149	$7.3m1.08%	1.08%	Reduced -5.7k	-5,687 -8.3%
34	MEDTRONIC PLC SHS MDT	MDT	75,355	$7.2m1.07%	1.07%	Reduced -5.1k	-5,095 -6.3%
35	APPLIED MATLS INC COM AMAT	AMAT	27,878	$7.2m1.06%	1.06%	Reduced -11.4k	-11,434 -29.1%
36	HOME DEPOT INC COM HD	HD	20,792	$7.2m1.06%	1.06%	Added +2.5k	+2,495 13.6%
37	SMUCKER J M CO COM NEW SJM	SJM	72,437	$7.1m1.05%	1.05%	Added +12.5k	+12,540 20.9%
38	CISCO SYS INC COM CSCO	CSCO	90,900	$7.0m1.04%	1.04%	Reduced -4.8k	-4,781 -5.0%
39	EOG RES INC COM EOG	EOG	66,470	$7.0m1.03%	1.03%	Added +19.7k	+19,692 42.1%
40	ABBVIE INC COM ABBV	ABBV	30,531	$7.0m1.03%	1.03%	Reduced -1.3k	-1,276 -4.0%
41	UNITED RENTALS INC COM URI	URI	8,523	$6.9m1.02%	1.02%	Added +520	+520 6.5%
42	OMNICOM GROUP INC COM OMC	OMC	85,363	$6.9m1.02%	1.02%	New
43	COMCAST CORP NEW CL A CMCSA	CMCSA	229,400	$6.9m1.02%	1.02%	Added +26.6k	+26,554 13.1%
44	FISERV INC COM FISV	FISV	100,415	$6.7m1.00%	1.00%	Added +48.4k	+48,400 93.0%
45	INTERNATIONAL BUSINESS MACHS COM IBM	IBM	22,499	$6.7m0.99%	0.99%	Reduced -4.0k	-4,034 -15.2%
46	CONSTELLATION BRANDS INC CL A STZ	STZ	48,062	$6.6m0.98%	0.98%	Added +12.7k	+12,746 36.1%
47	GENUINE PARTS CO COM GPC	GPC	53,434	$6.6m0.97%	0.97%	Added +1.3k	+1,319 2.5%
48	KRAFT HEINZ CO COM KHC	KHC	259,473	$6.3m0.93%	0.93%	Added +23.2k	+23,205 9.8%
49	HERSHEY CO COM HSY	HSY	34,271	$6.2m0.92%	0.92%	Added +849	+849 2.5%
50	REALTY INCOME CORP COM O	O	97,124	$5.5m0.81%	0.81%	New
51	MARATHON PETE CORP COM MPC	MPC	31,364	$5.1m0.76%	0.76%	Reduced -3.3k	-3,330 -9.6%
52	AMCOR PLC COM NEW AMCR	AMCR	604,625	$5.0m0.75%	0.75%	New
53	PROSPERITY BANCSHARES INC COM PB	PB	22,696	$1.6m0.23%	0.23%	Added +3.3k	+3,325 17.2%
54	HOME BANCSHARES INC COM HOMB	HOMB	53,818	$1.5m0.22%	0.22%	Added +10.8k	+10,756 25.0%
55	CACTUS INC CL A WHD	WHD	27,354	$1.2m0.19%	0.19%	Reduced -1.0k	-1,034 -3.6%
56	BRADY CORP CL A BRC	BRC	14,612	$1.1m0.17%	0.17%	Reduced -284	-284 -1.9%
57	OLD SECOND BANCORP INC ILL COM OSBC	OSBC	58,241	$1.1m0.17%	0.17%	Reduced -3.4k	-3,412 -5.5%
58	INDEPENDENT BK CORP MICH COM NEW IBCP	IBCP	34,655	$1.1m0.17%	0.17%	Added +318	+318 0.9%
59	PROGRESS SOFTWARE CORP COM PRGS	PRGS	25,626	$1.1m0.16%	0.16%	Reduced -1.6k	-1,588 -5.8%
60	FEDERAL AGRIC MTG CORP CL C AGM	AGM	6,000	$1.1m0.16%	0.16%	Added +126	+126 2.1%
61	SLM CORP COM SLM	SLM	38,591	$1.0m0.15%	0.15%	Added +3.8k	+3,816 11.0%
62	MKS INC. COM MKSI	MKSI	6,310	$1.0m0.15%	0.15%	Reduced -4.1k	-4,078 -39.3%
63	REGAL REXNORD CORPORATION COM RRX	RRX	7,182	$1.0m0.15%	0.15%	Reduced -878	-878 -10.9%
64	EXLSERVICE HOLDINGS INC COM EXLS	EXLS	23,511	$997.8k0.15%	0.15%	Added +170	+170 0.7%
65	EVERCORE INC CLASS A EVR	EVR	2,757	$938.1k0.14%	0.14%	Reduced -407	-407 -12.9%
66	CACI INTL INC CL A CACI	CACI	1,673	$891.4k0.13%	0.13%	Reduced -927	-927 -35.6%
67	TAYLOR MORRISON HOME CORP COM TMHC	TMHC	14,813	$872.0k0.13%	0.13%	New
68	BRUNSWICK CORP COM BC	BC	11,732	$871.0k0.13%	0.13%	Reduced -2.9k	-2,948 -20.1%
69	GIBRALTAR INDS INC COM ROCK	ROCK	17,580	$869.2k0.13%	0.13%	Added +2.5k	+2,532 16.8%
70	ENERSYS COM ENS	ENS	5,786	$849.1k0.13%	0.13%	Reduced -2.0k	-2,025 -25.9%
71	NMI HLDGS INC COM NMIH	NMIH	20,709	$844.7k0.13%	0.13%	Reduced -5.2k	-5,235 -20.2%
72	BELDEN INC COM BDC	BDC	6,937	$808.5k0.12%	0.12%	New
73	VALVOLINE INC COM VVV	VVV	27,672	$804.1k0.12%	0.12%	Added +605	+605 2.2%
74	ALAMO GROUP INC COM ALG	ALG	4,556	$764.8k0.11%	0.11%	Added +184	+184 4.2%
75	OLLIES BARGAIN OUTLET HLDGS COM OLLI	OLLI	6,619	$725.5k0.11%	0.11%	Added +1.0k	+1,004 17.9%
76	LXP INDUSTRIAL TRUST COM LXP	LXP	14,618	$724.8k0.11%	0.11%	Reduced -59.9k	-59,907 -80.4%
77	STAG INDL INC COM STAG	STAG	18,686	$686.9k0.10%	0.10%	Reduced -3.1k	-3,124 -14.3%
78	WESCO INTL INC COM WCC	WCC	2,734	$668.8k0.10%	0.10%	Reduced -1.5k	-1,477 -35.1%
79	KNIGHT-SWIFT TRANSN HLDGS IN CL A KNX	KNX	12,775	$667.9k0.10%	0.10%	Reduced -4.4k	-4,359 -25.4%
80	ADAPTHEALTH CORP COMMON STOCK AHCO	AHCO	61,636	$613.9k0.09%	0.09%	New
81	PROG HOLDINGS INC COM NPV PRG	PRG	19,518	$575.6k0.09%	0.09%	Reduced -1.2k	-1,218 -5.9%
82	NATIONAL STORAGE AFFILIATES COM SHS BEN IN NSA	NSA	19,878	$560.8k0.08%	0.08%	Reduced -1.2k	-1,238 -5.9%
83	CHART INDS INC COM GTLS	GTLS	1,865	$384.6k0.06%	0.06%	Reduced -1.3k	-1,330 -41.6%
84	MCGRATH RENTCORP COM MGRC	MGRC	3,422	$359.1k0.05%	0.05%	Added +2.0k	+1,958 133.7%
85	CURTISS WRIGHT CORP COM CW	CW	630	$347.3k0.05%	0.05%	Reduced -259	-259 -29.1%
86	INNOSPEC INC COM IOSP	IOSP	4,316	$330.3k0.05%	0.05%	Reduced -277	-277 -6.0%
87	AVISTA CORP COM AVA	AVA	4,538	$174.9k0.03%	0.03%	Reduced -290	-290 -6.0%

Sold out since Q3 2025

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AMCOR PLC AMCR	AMCR	589,491	$4.8m589.5k shares
INTEL CORP INTC	INTC	76,766	$2.6m76.8k shares
ENTERPRISE FINL SVCS CORP EFSC	EFSC	14,567	$844.6k14.6k shares
INGEVITY CORP NGVT	NGVT	10,334	$570.3k10.3k shares
WORLD KINECT CORPORATION WKC	WKC	7,153	$185.6k7.2k shares
STERLING INFRASTRUCTURE INC STRL	STRL	445	$151.2k445 shares