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HUDSON EDGE INVESTMENT PARTNERS INC.

Q3 2026 13F filing

Updated 8 days ago

129 disclosed positions worth $727.7M

Portfolio value
$727.7M
Total holdings
129
New positions
11
Closed positions
5
Increased
34
Decreased
55
Turnover
12.4%
Filed
2026-10-28

Full holdings

Every line item disclosed in Q3 2026

T

Taiwan Semiconductor Manufacturing

-3.9%
Value
$100M
Shares
219.3K
% Port
13.75%
S
2.SW

Smurfit Kappa Group PLC US

Value
$66.6M
Shares
1.51M
% Port
9.16%
I

Icon Plc

+2.7%
Value
$64M
Shares
376.4K
% Port
8.79%
R

RYANAIR HOLDINGS PLC-SP ADR

+7.8%
Value
$54.6M
Shares
993.1K
% Port
7.51%
I

Infosys Ltd

+2.7%
Value
$46.4M
Shares
4.31M
% Port
6.38%
H
6.HDB

HDFC Bank Ltd.

+2.7%
Value
$44M
Shares
1.97M
% Port
6.05%
A
7.ACN

ACCENTURE PLC-CL A

-13.5%
Value
$8.7M
Shares
47.4K
% Port
1.19%
M

Microsoft Corporation

Value
$8.5M
Shares
16.5K
% Port
1.17%
A

Amazon.com Inc.

+3.7%
Value
$8.1M
Shares
32.5K
% Port
1.11%
G
10.GPC

Genuine Parts Co.

-13.5%
Value
$7.5M
Shares
59.6K
% Port
1.03%
E
11.EOG

EOG Resources Inc.

-6.2%
Value
$6.9M
Shares
50.4K
% Port
0.95%
C

Bristol-Myers Squibb Co.

-13.6%
Value
$6.9M
Shares
111.0K
% Port
0.95%
A
13.ABBV

Abbvie Inc

-13.4%
Value
$6.9M
Shares
26.2K
% Port
0.94%
A
14.APH

Amphenol Corp.

+72.7%
Value
$6.8M
Shares
80.3K
% Port
0.93%
C
15.COR

Cencora, Inc

-8.2%
Value
$6.6M
Shares
22.1K
% Port
0.91%
J

JPMorgan Chase & Co.

-13.8%
Value
$6.6M
Shares
20.0K
% Port
0.91%
C

Capital One Financial Corp.

-8.0%
Value
$6.6M
Shares
34.2K
% Port
0.91%
B
18.BDX

Becton Dickinson And Co.

-25.3%
Value
$6.6M
Shares
36.7K
% Port
0.90%
C
19.COP

Conoco Phillips

-13.4%
Value
$6.6M
Shares
52.4K
% Port
0.90%
S
20.SNA

Snap-on Inc.

-14.1%
Value
$6.5M
Shares
18.0K
% Port
0.90%
M
21.MDT

Medtronic Plc

-13.5%
Value
$6.5M
Shares
75.6K
% Port
0.90%
J
22.JNJ

Johnson & Johnson

-21.4%
Value
$6.5M
Shares
24.5K
% Port
0.89%
E
23.ETHA

Ishares Russell 1000 Growth

Unchanged
Value
$6.5M
Shares
51.6K
% Port
0.89%
H

Huntington Bancshares Inc.

-8.3%
Value
$6.5M
Shares
422.9K
% Port
0.89%
M

Metlife Inc

-26.6%
Value
$6.4M
Shares
68.0K
% Port
0.88%
D
26.DG

Dollar General Corp.

-20.7%
Value
$6.4M
Shares
53.4K
% Port
0.88%
C
27.CVS

CVS Health Corp

-2.8%
Value
$6.4M
Shares
74.5K
% Port
0.88%
C
28.CCZ

Comcast Corp

-1.6%
Value
$6.4M
Shares
292.2K
% Port
0.87%
C
29.C-PR

Citigroup Inc

-13.5%
Value
$6.3M
Shares
48.9K
% Port
0.87%
A
30.AMAT

Applied Materials Inc.

+21.5%
Value
$6.3M
Shares
12.3K
% Port
0.87%
L
31.LMT

Lockheed Martin Corp.

-14.0%
Value
$6.3M
Shares
12.3K
% Port
0.86%
U
32.URI

United Rentals Inc.

-13.3%
Value
$6.3M
Shares
6.2K
% Port
0.86%
I
33.IBM

International Business Machines Corp.

-1.1%
Value
$6.2M
Shares
28.4K
% Port
0.86%
S

State Street Corp.

-21.5%
Value
$6.2M
Shares
35.6K
% Port
0.85%
S
35.SJM

J.M. Smucker Co.

-24.5%
Value
$6.1M
Shares
51.7K
% Port
0.84%
A

Allstate Corp (The)

-15.7%
Value
$6.1M
Shares
27.6K
% Port
0.84%
K
37.KHC

Kraft Heinz Co

-3.0%
Value
$6.1M
Shares
269.3K
% Port
0.84%
S
38.STZ

Constellation Brands Inc

+25.9%
Value
$6.1M
Shares
54.1K
% Port
0.84%
A
39.ADBE

Adobe Inc

-4.2%
Value
$6.1M
Shares
25.4K
% Port
0.84%
O
40.OKE

ONEOK Inc

Value
$6.1M
Shares
71.2K
% Port
0.83%
H
41.HUBB

Hubbell Inc.

-13.7%
Value
$6M
Shares
13.3K
% Port
0.83%
O
42.OMC

Omnicom Group Inc.

-17.4%
Value
$6M
Shares
81.6K
% Port
0.83%
H
43.HCA

HCA Healthcare Inc

-14.0%
Value
$6M
Shares
14.0K
% Port
0.82%
H
44.HD

Home Depot Inc.

-7.2%
Value
$6M
Shares
20.9K
% Port
0.82%
P
45.PEP

PepsiCo Inc

-5.4%
Value
$5.9M
Shares
46.8K
% Port
0.82%
D
46.DOV

Dover Corp.

-13.5%
Value
$5.9M
Shares
31.4K
% Port
0.81%
N
47.NUE

Nucor Corp.

-13.6%
Value
$5.8M
Shares
25.0K
% Port
0.80%
R
48.RPM

RPM International Inc.

-13.6%
Value
$5.7M
Shares
58.2K
% Port
0.79%
O
49.O

Realty Income Corp.

-13.5%
Value
$5.7M
Shares
105.6K
% Port
0.79%
E
50.EQR

Vivmark Residential

-13.5%
Value
$5.7M
Shares
94.1K
% Port
0.79%