HUDSON EDGE INVESTMENT PARTNERS INC.
Q2 2026 13F filing
Updated 43 days ago123 disclosed positions worth $732M
Full holdings
Every line item disclosed in Q2 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | T TSMWF Taiwan Semiconductor Manufacturing | $109M | 228.3K | 14.90% | Trimmed(-5.8%) |
| 2 | I ICLR Icon Plc | $63.7M | 366.5K | 8.70% | Added(+14.9%) |
| 3 | R RYAOF RYANAIR HOLDINGS PLC-SP ADR | $59.7M | 921.5K | 8.15% | Trimmed(-5.7%) |
| 4 | H HDB HDFC Bank Ltd. | $49.5M | 1.92M | 6.77% | Trimmed(-5.7%) |
| 5 | I INFY Infosys Ltd | $44.1M | 4.20M | 6.02% | Trimmed(-5.7%) |
| 6 | W WMT Warner Bros. Discovery Inc | $9.4M | 352.0K | 1.28% | Trimmed(-7.8%) |
| 7 | S SNA Snap-on Inc. | $8.4M | 20.9K | 1.15% | Trimmed(-7.4%) |
| 8 | A APH Amphenol Corp. | $8.2M | 46.5K | 1.12% | — |
| 9 | H HBANP Huntington Bancshares Inc. | $8.2M | 460.9K | 1.12% | Trimmed(-2.0%) |
| 10 | U URI United Rentals Inc. | $8.2M | 7.2K | 1.11% | Trimmed(-30.0%) |
| 11 | D DOV Dover Corp. | $8.1M | 36.3K | 1.11% | Trimmed(-14.3%) |
| 12 | G GPC Genuine Parts Co. | $8.1M | 68.9K | 1.11% | Trimmed(-2.7%) |
| 13 | I IBM International Business Machines Corp. | $8.1M | 28.7K | 1.10% | Added(+1.5%) |
| 14 | H HUBB Hubbell Inc. | $8M | 15.4K | 1.10% | Added(+1.6%) |
| 15 | H HD Home Depot Inc. | $7.9M | 22.5K | 1.09% | Trimmed(-0.5%) |
| 16 | J JNJ Johnson & Johnson | $7.9M | 31.3K | 1.08% | Trimmed(-12.5%) |
| 17 | C CVS CVS Health Corp | $7.9M | 76.6K | 1.08% | Trimmed(-26.9%) |
| 18 | C C-PR Citigroup Inc | $7.9M | 56.5K | 1.08% | Trimmed(-24.8%) |
| 19 | M MET-PF Metlife Inc | $7.8M | 92.6K | 1.07% | Trimmed(-7.5%) |
| 20 | A ALL-PB Allstate Corp (The) | $7.8M | 32.8K | 1.07% | — |
| 21 | D DG Dollar General Corp. | $7.8M | 67.4K | 1.06% | Added(+3.3%) |
| 22 | S SJM J.M. Smucker Co. | $7.7M | 68.5K | 1.05% | Trimmed(-11.8%) |
| 23 | S STT-PG State Street Corp. | $7.7M | 45.3K | 1.05% | Trimmed(-25.4%) |
| 24 | A ABBV Abbvie Inc | $7.6M | 30.3K | 1.04% | Trimmed(-7.5%) |
| 25 | J JPM-PM JPMorgan Chase & Co. | $7.6M | 23.3K | 1.04% | Trimmed(-16.6%) |
| 26 | O O Realty Income Corp. | $7.6M | 122.2K | 1.03% | Added(+2.6%) |
| 27 | O OKE Oneok Inc. | $7.5M | 86.6K | 1.03% | Trimmed(-15.7%) |
| 28 | M MTB-PH M & T Bank Corp | $7.5M | 31.6K | 1.03% | Trimmed(-19.4%) |
| 29 | R RPM RPM International Inc. | $7.5M | 67.3K | 1.02% | — |
| 30 | A AMZN Amazon.com Inc. | $7.5M | 31.3K | 1.02% | — |
| 31 | C COF-PN Capital One Financial Corp. | $7.5M | 37.1K | 1.02% | Added(+17.6%) |
| 32 | B BDX Becton Dickinson And Co. | $7.4M | 49.1K | 1.01% | Added(+9.6%) |
| 33 | C CELG-RI Bristol-Myers Squibb Co. | $7.4M | 128.5K | 1.01% | Trimmed(-7.5%) |
| 34 | E EQR Equity Residential Properties Trust | $7.4M | 108.8K | 1.01% | — |
| 35 | A AMAT Applied Materials Inc. | $7.3M | 10.1K | 1.00% | Trimmed(-40.5%) |
| 36 | L LMT Lockheed Martin Corp. | $7.3M | 14.4K | 1.00% | Added(+9.8%) |
| 37 | C CCZ Comcast Corp | $7.3M | 297.0K | 1.00% | Added(+16.9%) |
| 38 | O OMC Omnicom Group Inc. | $7.2M | 98.7K | 0.98% | Added(+8.8%) |
| 39 | A AEP American Electric Power Company Inc. | $7.1M | 51.9K | 0.97% | Trimmed(-7.5%) |
| 40 | E EOG EOG Resources Inc. | $7M | 53.7K | 0.95% | Trimmed(-7.5%) |
| 41 | M MDT Medtronic Plc | $6.8M | 87.3K | 0.93% | Trimmed(-2.4%) |
| 42 | C COR Cencora, Inc | $6.8M | 24.1K | 0.93% | Added(+2.7%) |
| 43 | A ACN ACCENTURE PLC-CL A | $6.8M | 54.8K | 0.93% | Added(+41.2%) |
| 44 | P PEP PepsiCo Inc | $6.7M | 49.5K | 0.92% | Trimmed(-0.2%) |
| 45 | C CSCO Cisco Systems Inc. | $6.6M | 56.3K | 0.90% | Trimmed(-36.8%) |
| 46 | K KHC Kraft Heinz Co | $6.6M | 277.7K | 0.90% | Trimmed(-2.9%) |
| 47 | D DUK-PA Duke Energy Corp. | $6.5M | 51.6K | 0.89% | Trimmed(-7.4%) |
| 48 | N NUE Nucor Corp. | $6.4M | 28.9K | 0.88% | Trimmed(-31.9%) |
| 49 | E ETHA Ishares Russell 1000 Growth | $6.4M | 51.6K | 0.87% | Added(+300.0%) |
| 50 | H HCA HCA Healthcare Inc | $6.4M | 16.3K | 0.87% | Added(+2.2%) |