HUDSON EDGE INVESTMENT PARTNERS INC. — 13F Holdings & Portfolio
CIK 740272 · latest 13F-HR filed 2026-04-27
HUDSON EDGE INVESTMENT PARTNERS INC. manages $684.3M in 13F-reported U.S. long-equity assets across 101 reported positions as of its 2026-03-31 13F-HR filing. Its largest disclosed positions are TSM (11.97%), INFY (8.79%), RYAAY (8.26%). Quarter over quarter (versus its 2025-12-31 filing) the fund opened 17 new positions, exited 3, added to 25, and trimmed 33.
AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.
$684.3M
Long-equity book
101
Distinct positions
2026-03-31
Filed 2026-04-27
+17 / −3 / ↑25 / ↓33
vs 2025-12-31
| Name | Title / Status | Ownership | Type |
|---|
Top Adds (vs prior quarter)
- Taiwan Semiconductor Manufacturing$10.3M +14.4%
- Infosys Ltd$9.4M +18.6%
- Realty Income Corp.$1.8M +33.0%
- Oneok Inc.$1.6M +20.8%
- EOG Resources Inc.$1.4M +20.4%
Top Trims
- Icon Plc-$12.2M -25.6%
- RYANAIR HOLDINGS PLC-SP ADR-$12.1M -17.6%
- HDFC Bank Ltd.-$4.0M -7.4%
- Marathon Petroleum Corp-$3.3M -65.3%
- Capital One Financial Corp.-$2.1M -26.3%
New Positions
- PepsiCo Inc$7.7M
- Adobe Inc$6.6M
- Ishares Russell 1000 Growth$5.5M
- Ishares Msci Eafe$4.6M
- Schwab Strategic Trust$1.4M
Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).
| # | Issuer | Symbol | CUSIP | Value | Weight | Shares | Type |
|---|---|---|---|---|---|---|---|
| 1 | Taiwan Semiconductor Manufacturing | TSM | 874039100 | $81.9M | 11.97% | 242,343 | SH |
| 2 | Infosys Ltd | INFY | 456788108 | $60.2M | 8.79% | 4,452,990 | SH |
| 3 | RYANAIR HOLDINGS PLC-SP ADR | RYAAY | 783513203 | $56.5M | 8.26% | 977,250 | SH |
| 4 | HDFC Bank Ltd. | HDB | 40415F101 | $50.6M | 7.39% | 2,033,200 | SH |
| 5 | Icon Plc | ICLR | G4705A100 | $35.3M | 5.16% | 319,003 | SH |
| 6 | Warner Bros. Discovery Inc | WBD | 934423104 | $10.5M | 1.53% | 381,878 | SH |
| 7 | Oneok Inc. | OKE | 682680103 | $9.3M | 1.36% | 102,623 | SH |
| 8 | Dover Corp. | DOV | 260003108 | $8.8M | 1.29% | 42,313 | SH |
| 9 | Johnson & Johnson | JNJ | 478160104 | $8.7M | 1.28% | 35,708 | SH |
| 10 | Conoco Phillips | COP | 20825C104 | $8.6M | 1.26% | 65,408 | SH |
| 11 | Citigroup Inc | C | 172967424 | $8.5M | 1.25% | 75,164 | SH |
| 12 | Bristol-Myers Squibb Co. | BMY | 110122108 | $8.4M | 1.23% | 138,879 | SH |
| 13 | EOG Resources Inc. | EOG | 26875P101 | $8.4M | 1.23% | 58,110 | SH |
| 14 | JPMorgan Chase & Co. | JPM | 46625H100 | $8.2M | 1.20% | 27,888 | SH |
| 15 | Snap-on Inc. | SNA | 833034101 | $8.2M | 1.20% | 22,577 | SH |
| 16 | M & T Bank Corp | MTB | 55261F104 | $8.1M | 1.18% | 39,199 | SH |
| 17 | Lockheed Martin Corp. | LMT | 539830109 | $7.9M | 1.15% | 13,074 | SH |
| 18 | Medtronic Plc | MDT | G5960L103 | $7.8M | 1.13% | 89,509 | SH |
| 19 | Dollar General Corp. | DG | 256677105 | $7.7M | 1.13% | 65,192 | SH |
| 20 | PepsiCo Inc | PEP | 713448108 | $7.7M | 1.13% | 49,608 | SH |
| 21 | ACCENTURE PLC-CL A | ACN | G1151C101 | $7.7M | 1.12% | 38,787 | SH |
| 22 | State Street Corp. | STT | 857477103 | $7.7M | 1.12% | 60,760 | SH |
| 23 | UDR Inc | UDR | 902653104 | $7.7M | 1.12% | 227,336 | SH |
| 24 | Constellation Brands Inc | STZ | 21036P108 | $7.5M | 1.10% | 50,323 | SH |
| 25 | HCA Healthcare Inc | HCA | 40412C101 | $7.5M | 1.10% | 15,950 | SH |
| 26 | CVS Health Corp | CVS | 126650100 | $7.5M | 1.10% | 104,865 | SH |
| 27 | United Rentals Inc. | URI | 911363109 | $7.5M | 1.10% | 10,289 | SH |
| 28 | Genuine Parts Co. | GPC | 372460105 | $7.5M | 1.10% | 70,856 | SH |
| 29 | J.M. Smucker Co. | SJM | 832696405 | $7.5M | 1.09% | 77,662 | SH |
| 30 | Simon Property Group Inc. | SPG | 828806109 | $7.5M | 1.09% | 39,981 | SH |
| 31 | Home Depot Inc. | HD | 437076102 | $7.4M | 1.09% | 22,631 | SH |
| 32 | Hubbell Inc. | HUBB | 443510607 | $7.4M | 1.09% | 15,144 | SH |
| 33 | Cencora, Inc | COR | 03073E105 | $7.4M | 1.08% | 23,496 | SH |
| 34 | Huntington Bancshares Inc. | HBAN | 446150104 | $7.4M | 1.08% | 470,518 | SH |
| 35 | American Electric Power Company Inc. | AEP | 025537101 | $7.3M | 1.07% | 56,072 | SH |
| 36 | Duke Energy Corp. | DUK | 26441C204 | $7.3M | 1.07% | 55,737 | SH |
| 37 | Comcast Corp | CMCSA | 20030N101 | $7.3M | 1.07% | 254,002 | SH |
| 38 | Realty Income Corp. | O | 756109104 | $7.3M | 1.06% | 119,043 | SH |
| 39 | Nucor Corp. | NUE | 670346105 | $7.2M | 1.05% | 42,383 | SH |
| 40 | Aflac Inc. | AFL | 001055102 | $7.1M | 1.04% | 64,950 | SH |
| 41 | Abbvie Inc | ABBV | 00287Y109 | $7.1M | 1.04% | 32,743 | SH |
| 42 | Metlife Inc | MET | 59156R108 | $7.1M | 1.03% | 100,066 | SH |
| 43 | Becton Dickinson And Co. | BDX | 075887109 | $7.0M | 1.03% | 44,745 | SH |
| 44 | Cisco Systems Inc. | CSCO | 17275R102 | $6.9M | 1.01% | 89,149 | SH |
| 45 | International Business Machines Corp. | IBM | 459200101 | $6.9M | 1.00% | 28,281 | SH |
| 46 | Omnicom Group Inc. | OMC | 681919106 | $6.8M | 1.00% | 90,776 | SH |
| 47 | Fiserv Inc. | FISV | 337738108 | $6.6M | 0.97% | 118,898 | SH |
| 48 | Adobe Inc | ADBE | 00724F101 | $6.6M | 0.96% | 27,079 | SH |
| 49 | Kraft Heinz Co | KHC | 500754106 | $6.4M | 0.94% | 285,939 | SH |
| 50 | Applied Materials Inc. | AMAT | 038222105 | $5.8M | 0.85% | 17,044 | SH |
| Period | Filed | AUM | Holdings | Accession |
|---|---|---|---|---|
| 2026-03-31 | 2026-04-27 | $684.3M | 101 | 0001140361-26-017020 |
| 2025-12-31 | 2026-01-27 | $674.9M | 87 | 0001140361-26-002488 |