HUDSON EDGE INVESTMENT PARTNERS INC.

JERSEY CITY, NJ · CIK 740272 · 13F filing filed 2026-07-29

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)

$732.0m reported value +7.0% vs Q1 2026

123positions

50.3%in top 10

29 new 35 added 50 reduced 7 sold out vs Q1 2026

Holdings, Q2 2026

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	228,303	$109.0m14.90%	14.90%	Reduced -14.0k	-14,040 -5.8%
2	ICON PLC SHS ICLR	ICLR	366,477	$63.7m8.70%	8.70%	Added +47.5k	+47,474 14.9%
3	RYANAIR HOLDINGS PLC SPONSORED ADR RYAAY	RYAAY	921,550	$59.7m8.15%	8.15%	Reduced -55.7k	-55,700 -5.7%
4	HDFC BANK LTD SPONSORED ADS HDB	HDB	1,917,400	$49.5m6.77%	6.77%	Reduced -115.8k	-115,800 -5.7%
5	INFOSYS LTD SPONSORED ADR INFY	INFY	4,200,490	$44.1m6.02%	6.02%	Reduced -252.5k	-252,500 -5.7%
6	WARNER BROS DISCOVERY INC COM SER A WBD	WBD	352,007	$9.4m1.28%	1.28%	Reduced -29.9k	-29,871 -7.8%
7	SNAP ON INC COM SNA	SNA	20,904	$8.4m1.15%	1.15%	Reduced -1.7k	-1,673 -7.4%
8	AMPHENOL CORP CL A APH	APH	46,494	$8.2m1.12%	1.12%	New
9	HUNTINGTON BANCSHARES INC COM HBAN	HBAN	460,945	$8.2m1.12%	1.12%	Reduced -9.6k	-9,573 -2.0%
10	UNITED RENTALS INC COM URI	URI	7,203	$8.2m1.11%	1.11%	Reduced -3.1k	-3,086 -30.0%
11	DOVER CORP COM DOV	DOV	36,256	$8.1m1.11%	1.11%	Reduced -6.1k	-6,057 -14.3%
12	GENUINE PARTS CO COM GPC	GPC	68,915	$8.1m1.11%	1.11%	Reduced -1.9k	-1,941 -2.7%
13	INTERNATIONAL BUSINESS MACHS COM IBM	IBM	28,700	$8.1m1.10%	1.10%	Added +419	+419 1.5%
14	HUBBELL INC COM HUBB	HUBB	15,378	$8.0m1.10%	1.10%	Added +234	+234 1.6%
15	HOME DEPOT INC COM HD	HD	22,527	$7.9m1.09%	1.09%	Reduced -104	-104 -0.5%
16	JOHNSON & JOHNSON COM JNJ	JNJ	31,250	$7.9m1.08%	1.08%	Reduced -4.5k	-4,458 -12.5%
17	CVS HEALTH CORP COM CVS	CVS	76,628	$7.9m1.08%	1.08%	Reduced -28.2k	-28,237 -26.9%
18	CITIGROUP INC COM NEW C	C	56,513	$7.9m1.08%	1.08%	Reduced -18.7k	-18,651 -24.8%
19	METLIFE INC COM MET	MET	92,606	$7.8m1.07%	1.07%	Reduced -7.5k	-7,460 -7.5%
20	ALLSTATE CORP COM ALL	ALL	32,785	$7.8m1.07%	1.07%	New
21	DOLLAR GEN CORP NEW COM DG	DG	67,361	$7.8m1.06%	1.06%	Added +2.2k	+2,169 3.3%
22	SMUCKER J M CO COM NEW SJM	SJM	68,524	$7.7m1.05%	1.05%	Reduced -9.1k	-9,138 -11.8%
23	STATE STR CORP COM STT	STT	45,320	$7.7m1.05%	1.05%	Reduced -15.4k	-15,440 -25.4%
24	ABBVIE INC COM ABBV	ABBV	30,279	$7.6m1.04%	1.04%	Reduced -2.5k	-2,464 -7.5%
25	JPMORGAN CHASE & CO COM JPM	JPM	23,260	$7.6m1.04%	1.04%	Reduced -4.6k	-4,628 -16.6%
26	REALTY INCOME CORP COM O	O	122,177	$7.6m1.03%	1.03%	Added +3.1k	+3,134 2.6%
27	ONEOK INC NEW COM OKE	OKE	86,559	$7.5m1.03%	1.03%	Reduced -16.1k	-16,064 -15.7%
28	M & T BK CORP COM MTB	MTB	31,589	$7.5m1.03%	1.03%	Reduced -7.6k	-7,610 -19.4%
29	RPM INTL INC COM RPM	RPM	67,329	$7.5m1.02%	1.02%	New
30	AMAZON COM INC COM AMZN	AMZN	31,305	$7.5m1.02%	1.02%	New
31	CAPITAL ONE FINL CORP COM COF	COF	37,142	$7.5m1.02%	1.02%	Added +5.6k	+5,559 17.6%
32	BECTON DICKINSON & CO COM BDX	BDX	49,053	$7.4m1.01%	1.01%	Added +4.3k	+4,308 9.6%
33	BRISTOL-MYERS SQUIBB CO COM BMY	BMY	128,460	$7.4m1.01%	1.01%	Reduced -10.4k	-10,419 -7.5%
34	EQUITY RESIDENTIAL SH BEN INT VMRK	VMRK	108,814	$7.4m1.01%	1.01%	New
35	APPLIED MATLS INC COM AMAT	AMAT	10,136	$7.3m1.00%	1.00%	Reduced -6.9k	-6,908 -40.5%
36	LOCKHEED MARTIN CORP COM LMT	LMT	14,353	$7.3m1.00%	1.00%	Added +1.3k	+1,279 9.8%
37	COMCAST CORP NEW CL A CMCSA	CMCSA	297,036	$7.3m1.00%	1.00%	Added +43.0k	+43,034 16.9%
38	OMNICOM GROUP INC COM OMC	OMC	98,745	$7.2m0.98%	0.98%	Added +8.0k	+7,969 8.8%
39	AMERICAN ELEC PWR CO INC COM AEP	AEP	51,855	$7.1m0.97%	0.97%	Reduced -4.2k	-4,217 -7.5%
40	EOG RES INC COM EOG	EOG	53,742	$7.0m0.95%	0.95%	Reduced -4.4k	-4,368 -7.5%
41	MEDTRONIC PLC SHS MDT	MDT	87,326	$6.8m0.93%	0.93%	Reduced -2.2k	-2,183 -2.4%
42	CENCORA INC COM COR	COR	24,124	$6.8m0.93%	0.93%	Added +628	+628 2.7%
43	ACCENTURE PLC IRELAND SHS CLASS A ACN	ACN	54,754	$6.8m0.93%	0.93%	Added +16.0k	+15,967 41.2%
44	PEPSICO INC COM PEP	PEP	49,497	$6.7m0.92%	0.92%	Reduced -111	-111 -0.2%
45	CISCO SYS INC COM CSCO	CSCO	56,346	$6.6m0.90%	0.90%	Reduced -32.8k	-32,803 -36.8%
46	KRAFT HEINZ CO COM KHC	KHC	277,680	$6.6m0.90%	0.90%	Reduced -8.3k	-8,259 -2.9%
47	DUKE ENERGY CORP NEW COM NEW DUK	DUK	51,617	$6.5m0.89%	0.89%	Reduced -4.1k	-4,120 -7.4%
48	NUCOR CORP COM NUE	NUE	28,884	$6.4m0.88%	0.88%	Reduced -13.5k	-13,499 -31.9%
49	ISHARES TR RUS 1000 GRW ETF IWF	IWF	51,560	$6.4m0.87%	0.87%	Unchanged
50	HCA HEALTHCARE INC COM HCA	HCA	16,302	$6.4m0.87%	0.87%	Added +352	+352 2.2%
51	CONOCOPHILLIPS COM COP	COP	60,479	$6.3m0.86%	0.86%	Reduced -4.9k	-4,929 -7.5%
52	FISERV INC COM FISV	FISV	124,027	$6.1m0.83%	0.83%	Added +5.1k	+5,129 4.3%
53	CONSTELLATION BRANDS INC CL A STZ	STZ	42,987	$6.0m0.82%	0.82%	Reduced -7.3k	-7,336 -14.6%
54	ADOBE INC COM ADBE	ADBE	26,539	$5.4m0.74%	0.74%	Reduced -540	-540 -2.0%
55	ISHARES TR MSCI EAFE ETF EFA	EFA	47,196	$4.9m0.67%	0.67%	Unchanged
56	SCHWAB STRATEGIC TR US LCAP GR ETF SCHG	SCHG	49,466	$1.7m0.23%	0.23%	Unchanged
57	BRADY CORP CL A BRC	BRC	17,500	$1.6m0.22%	0.22%	Added +4.7k	+4,737 37.1%
58	PROSPERITY BANCSHARES INC COM PB	PB	21,839	$1.6m0.22%	0.22%	Added +165	+165 0.8%
59	HOME BANCSHARES INC COM HOMB	HOMB	54,357	$1.6m0.21%	0.21%	Added +380	+380 0.7%
60	BLUE BIRD CORP COM BLBD	BLBD	18,870	$1.5m0.20%	0.20%	Added +4.2k	+4,202 28.6%
61	GIBRALTAR INDS INC COM ROCK	ROCK	32,141	$1.4m0.20%	0.20%	Added +10.4k	+10,450 48.2%
62	OLD SECOND BANCORP INC ILL COM OSBC	OSBC	60,706	$1.4m0.19%	0.19%	Added +28.6k	+28,624 89.2%
63	ALAMO GROUP INC COM ALG	ALG	8,185	$1.3m0.18%	0.18%	Added +4.1k	+4,058 98.3%
64	VALVOLINE INC COM VVV	VVV	33,928	$1.3m0.18%	0.18%	Added +5.6k	+5,565 19.6%
65	ADAPTHEALTH CORP COMMON STOCK AHCO	AHCO	126,604	$1.3m0.18%	0.18%	Added +12.9k	+12,925 11.4%
66	LITTELFUSE INC COM LFUS	LFUS	2,805	$1.3m0.17%	0.17%	Added +228	+228 8.8%
67	SENSATA TECHNOLOGIES HLDG PL SHS ST	ST	25,900	$1.2m0.17%	0.17%	Reduced -1.1k	-1,094 -4.0%
68	BRUNSWICK CORP COM BC	BC	14,196	$1.2m0.16%	0.16%	Added +107	+107 0.8%
69	OLLIES BARGAIN OUTLET HLDGS COM OLLI	OLLI	15,209	$1.2m0.16%	0.16%	Added +4.8k	+4,827 46.5%
70	FEDERAL AGRIC MTG CORP CL C AGM	AGM	5,649	$1.1m0.15%	0.15%	Reduced -1.4k	-1,413 -20.0%
71	BELDEN INC COM BDC	BDC	9,378	$1.1m0.15%	0.15%	Added +1.7k	+1,713 22.4%
72	ISHARES TR MSCI ACWI EX US ACWX	ACWX	14,722	$1.1m0.15%	0.15%	Unchanged
73	STAG INDL INC COM STAG	STAG	27,153	$1.0m0.14%	0.14%	Added +4.5k	+4,451 19.6%
74	BOOT BARN HLDGS INC COM BOOT	BOOT	6,235	$1.0m0.14%	0.14%	New
75	MCGRATH RENTCORP COM MGRC	MGRC	8,406	$1.0m0.14%	0.14%	Added +693	+693 9.0%
76	LXP INDUSTRIAL TRUST COM LXP	LXP	18,184	$979.8k0.13%	0.13%	Added +248	+248 1.4%
77	WESCO INTL INC COM WCC	WCC	2,809	$970.3k0.13%	0.13%	Reduced -535	-535 -16.0%
78	INDEPENDENT BK CORP MICH COM NEW IBCP	IBCP	26,424	$953.1k0.13%	0.13%	Added +5.4k	+5,445 25.9%
79	HEALTHCARE RLTY TR CL A COM HR	HR	46,835	$944.7k0.13%	0.13%	Added +354	+354 0.8%
80	ENERSYS COM ENS	ENS	3,916	$915.6k0.13%	0.13%	Reduced -1.5k	-1,477 -27.4%
81	HERC HLDGS INC COM HRI	HRI	6,173	$884.8k0.12%	0.12%	New
82	MKS INC. COM MKSI	MKSI	1,947	$866.0k0.12%	0.12%	Reduced -1.9k	-1,866 -48.9%
83	KNIGHT-SWIFT TRANSN HLDGS IN CL A KNX	KNX	11,004	$856.9k0.12%	0.12%	Reduced -3.2k	-3,249 -22.8%
84	ISHARES TR MSCI ACWI ETF ACWI	ACWI	4,910	$770.7k0.11%	0.11%	Unchanged
85	CACTUS INC CL A WHD	WHD	14,498	$742.7k0.10%	0.10%	Reduced -3.8k	-3,787 -20.7%
86	ISHARES INC CORE MSCI EMKT IEMG	IEMG	8,750	$724.9k0.10%	0.10%	Unchanged
87	EVERCORE INC CLASS A EVR	EVR	2,008	$685.6k0.09%	0.09%	Added +667	+667 49.7%
88	REGAL REXNORD CORPORATION COM RRX	RRX	2,757	$656.7k0.09%	0.09%	Reduced -1.9k	-1,882 -40.6%
89	ARMSTRONG WORLD INDS INC NEW COM AWI	AWI	3,401	$545.6k0.07%	0.07%	New
90	ISHARES TR PFD AND INCM SEC PFF	PFF	17,431	$531.5k0.07%	0.07%	Unchanged
91	CACI INTL INC CL A CACI	CACI	994	$460.5k0.06%	0.06%	Added +167	+167 20.2%
92	NMI HLDGS INC COM NMIH	NMIH	9,149	$375.9k0.05%	0.05%	Reduced -3.6k	-3,638 -28.4%
93	SLM CORP COM SLM	SLM	11,555	$299.7k0.04%	0.04%	Reduced -26.8k	-26,753 -69.8%
94	INVESCO EXCHANGE TRADED FD T S&P500 EQL WGT RSP	RSP	1,153	$245.3k0.03%	0.03%	Unchanged
95	CURTISS WRIGHT CORP COM CW	CW	319	$241.7k0.03%	0.03%	Added +2	+2 0.6%
96	SPDR GOLD TR GOLD SHS GLD	GLD	630	$232.1k0.03%	0.03%	New
97	PROGRESS SOFTWARE CORP COM PRGS	PRGS	3,948	$132.6k0.02%	0.02%	Reduced -11.2k	-11,232 -74.0%
98	ISHARES TR CORE S&P SCP ETF IJR	IJR	685	$101.6k0.01%	0.01%	Unchanged
99	EXLSERVICE HOLDINGS INC COM EXLS	EXLS	3,411	$88.2k0.01%	0.01%	Reduced -2.5k	-2,504 -42.3%
100	JABIL INC COM JBL	JBL	19	$7.3k0.00%	0.00%	New

Sold out since Q1 2026

Security	Ticker	Shares held before	Value then
UDR INC UDR	UDR	227,336	$7.7m227.3k shares
TAYLOR MORRISON HOME CORP TMHC	TMHC	17,405	$1.0m17.4k shares
INNOSPEC INC IOSP	IOSP	8,373	$611.4k8.4k shares
VERSANT MEDIA GROUP INC VSNT	VSNT	9,049	$335.0k9.0k shares
CHART INDS INC GTLS	GTLS	1,485	$307.0k1.5k shares
PROG HOLDINGS INC PRG	PRG	10,388	$298.0k10.4k shares
NATIONAL STORAGE AFFILIATES NSA	NSA	4,221	$159.3k4.2k shares