2026 Q2 Portfolio Activity
In 2026 Q2, HUDSON EDGE INVESTMENT PARTNERS INC. maintained a portfolio of 130 distinct positions. The most significant new addition was Amphenol Corp., now representing 1.12% of the total fund value. They heavily accumulated shares in Icon Plc, increasing the position by 14.9%. Conversely, HUDSON EDGE INVESTMENT PARTNERS INC. completely exited their position in UDR Inc.
Position History
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Total Positions
130
Quarter
2026 Q2
Top Holding
TSM (14.9%)
Top 10 Concentration
50.3%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-50 of 130
HUDSON EDGE INVESTMENT PARTNERS INC. Full Holdings List — 2026 Q2
| Stock | History | Sector / Type | Port % | Prev % | Rank / Prev | Conviction | Change | % Change | Influence | Shares | Mkt Value | Avg Cost | Price Held | 1st Owned | Source | Source Date | Date Reported | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
TSM
Taiwan Semicond...
|
Technology | 14.90% | 11.97% |
#1
Prev: #1
|
6.5 |
—
|
-14,040 | -5.8% |
P
S
|
228,303 | $109,030,664 | 2023 Q4 | 13F Filing | 2026-06-30 | 2026-07-29 | |||
|
ICLR
Icon Plc
|
Healthcare | 8.70% | 5.16% |
#2
3
Prev: #5
|
7.0 |
—
|
47,474 | 14.9% |
P
S
|
366,477 | $63,660,720 | 2023 Q4 | 13F Filing | 2026-06-30 | 2026-07-29 | |||
|
RYAAY
RYANAIR HOLDING...
|
Industrials | 8.15% | 8.26% |
#3
Prev: #3
|
4.8 |
—
|
-55,700 | -5.7% |
P
S
|
921,550 | $59,670,363 | 2023 Q4 | 13F Filing | 2026-06-30 | 2026-07-29 | |||
|
HDB
HDFC Bank Ltd.
|
Financial Services | 6.77% | 7.39% |
#4
Prev: #4
|
3.7 |
—
|
-115,800 | -5.7% |
P
S
|
1,917,400 | $49,526,442 | 2024 Q2 | 13F Filing | 2026-06-30 | 2026-07-29 | |||
|
INFY
Infosys Ltd
|
Technology | 6.02% | 8.79% |
#5
3
Prev: #2
|
3.4 |
—
|
-252,500 | -5.7% |
P
S
|
4,200,490 | $44,063,140 | 2025 Q2 | 13F Filing | 2026-06-30 | 2026-07-29 | |||
|
WBD
Warner Bros. Di...
|
Communication Services | 1.28% | 1.53% |
#6
Prev: #6
|
1.0 |
—
|
-29,871 | -7.8% |
P
S
|
352,007 | $9,384,507 | 2011 Q2 | 13F Filing | 2026-06-30 | 2026-07-29 | |||
|
SNA
Snap-on Inc.
|
Industrials | 1.15% | 1.20% |
#7
8
Prev: #15
|
1.0 |
—
|
-1,673 | -7.4% |
P
S
|
20,904 | $8,411,770 | 2016 Q3 | 13F Filing | 2026-06-30 | 2026-07-29 | |||
|
APH
Amphenol Corp.
|
Technology | 1.12% | — |
#8
Prev: #—
|
3.9 |
—
|
46,494 | — |
NEW
|
46,494 | $8,197,822 | 2007 Q1 | 13F Filing | 2026-06-30 | 2026-07-29 | |||
|
HBAN
Huntington Banc...
|
Financial Services | 1.12% | 1.08% |
#9
25
Prev: #34
|
0.9 |
—
|
-9,573 | -2.0% |
P
S
|
460,945 | $8,172,555 | 2025 Q1 | 13F Filing | 2026-06-30 | 2026-07-29 | |||
|
URI
United Rentals ...
|
Industrials | 1.11% | 1.10% |
#10
17
Prev: #27
|
0.4 |
—
|
-3,086 | -30.0% |
P
S
|
7,203 | $8,160,207 | 2015 Q4 | 13F Filing | 2026-06-30 | 2026-07-29 | |||
|
DOV
Dover Corp.
|
Industrials | 1.11% | 1.29% |
#11
3
Prev: #8
|
0.9 |
—
|
-6,057 | -14.3% |
P
S
|
36,256 | $8,131,496 | 1999 Q1 | 13F Filing | 2026-06-30 | 2026-07-29 | |||
|
GPC
Genuine Parts C...
|
Consumer Cyclical | 1.11% | 1.10% |
#12
16
Prev: #28
|
0.9 |
—
|
-1,941 | -2.7% |
P
S
|
68,915 | $8,130,592 | 2020 Q2 | 13F Filing | 2026-06-30 | 2026-07-29 | |||
|
IBM
International B...
|
Technology | 1.10% | 1.00% |
#13
32
Prev: #45
|
0.9 |
—
|
419 | 1.5% |
P
S
|
28,700 | $8,070,727 | 2000 Q4 | 13F Filing | 2026-06-30 | 2026-07-29 | |||
|
HUBB
Hubbell Inc.
|
Industrials | 1.10% | 1.09% |
#14
18
Prev: #32
|
0.9 |
—
|
234 | 1.5% |
P
S
|
15,378 | $8,045,770 | 2020 Q4 | 13F Filing | 2026-06-30 | 2026-07-29 | |||
|
HD
Home Depot Inc.
|
Consumer Cyclical | 1.09% | 1.09% |
#15
16
Prev: #31
|
0.9 |
—
|
-104 | -0.5% |
P
S
|
22,527 | $7,944,822 | 2002 Q3 | 13F Filing | 2026-06-30 | 2026-07-29 | |||
|
JNJ
Johnson & Johns...
|
Healthcare | 1.08% | 1.28% |
#16
7
Prev: #9
|
0.9 |
—
|
-4,458 | -12.5% |
P
S
|
31,250 | $7,936,563 | 2000 Q4 | 13F Filing | 2026-06-30 | 2026-07-29 | |||
|
CVS
CVS Health Corp
|
Healthcare | 1.08% | 1.10% |
#17
9
Prev: #26
|
0.4 |
—
|
-28,237 | -26.9% |
P
S
|
76,628 | $7,927,167 | 2009 Q2 | 13F Filing | 2026-06-30 | 2026-07-29 | |||
|
C
Citigroup Inc
|
Financial Services | 1.08% | 1.25% |
#18
7
Prev: #11
|
0.4 |
—
|
-18,651 | -24.8% |
P
S
|
56,513 | $7,909,559 | 1999 Q1 | 13F Filing | 2026-06-30 | 2026-07-29 | |||
|
MET
Metlife Inc
|
Financial Services | 1.07% | 1.03% |
#19
23
Prev: #42
|
0.9 |
—
|
-7,460 | -7.5% |
P
S
|
92,606 | $7,835,394 | 2007 Q1 | 13F Filing | 2026-06-30 | 2026-07-29 | |||
|
ALL
Allstate Corp (...
|
Financial Services | 1.07% | — |
#20
Prev: #—
|
3.9 |
—
|
32,785 | — |
NEW
|
32,785 | $7,800,863 | 2005 Q1 | 13F Filing | 2026-06-30 | 2026-07-29 | |||
|
DG
Dollar General ...
|
Consumer Defensive | 1.06% | 1.13% |
#21
2
Prev: #19
|
0.9 |
—
|
2,169 | 3.3% |
P
S
|
67,361 | $7,753,925 | 2000 Q4 | 13F Filing | 2026-06-30 | 2026-07-29 | |||
|
SJM
J.M. Smucker Co...
|
Consumer Defensive | 1.05% | 1.09% |
#22
7
Prev: #29
|
0.9 |
—
|
-9,138 | -11.8% |
P
S
|
68,524 | $7,708,950 | 2013 Q4 | 13F Filing | 2026-06-30 | 2026-07-29 | |||
|
STT
State Street Co...
|
Financial Services | 1.05% | 1.12% |
#23
1
Prev: #22
|
0.4 |
—
|
-15,440 | -25.4% |
P
S
|
45,320 | $7,686,272 | 2009 Q2 | 13F Filing | 2026-06-30 | 2026-07-29 | |||
|
ABBV
Abbvie Inc
|
Healthcare | 1.04% | 1.04% |
#24
17
Prev: #41
|
0.9 |
—
|
-2,464 | -7.5% |
P
S
|
30,279 | $7,619,408 | 2014 Q3 | 13F Filing | 2026-06-30 | 2026-07-29 | |||
|
JPM
JPMorgan Chase ...
|
Financial Services | 1.04% | 1.20% |
#25
11
Prev: #14
|
0.9 |
—
|
-4,628 | -16.6% |
P
S
|
23,260 | $7,613,696 | 1999 Q1 | 13F Filing | 2026-06-30 | 2026-07-29 | |||
|
O
Realty Income C...
|
Real Estate | 1.03% | 1.06% |
#26
12
Prev: #38
|
0.9 |
—
|
3,134 | 2.6% |
P
S
|
122,177 | $7,570,087 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-07-29 | |||
|
OKE
Oneok Inc.
|
Energy | 1.03% | 1.36% |
#27
20
Prev: #7
|
0.9 |
—
|
-16,064 | -15.7% |
P
S
|
86,559 | $7,525,439 | 2010 Q1 | 13F Filing | 2026-06-30 | 2026-07-29 | |||
|
MTB
M & T Bank Corp
|
Financial Services | 1.03% | 1.18% |
#28
12
Prev: #16
|
0.9 |
—
|
-7,610 | -19.4% |
P
S
|
31,589 | $7,518,498 | 2009 Q4 | 13F Filing | 2026-06-30 | 2026-07-29 | |||
|
RPM
RPM Internation...
|
Basic Materials | 1.02% | — |
#29
Prev: #—
|
3.9 |
—
|
67,329 | — |
NEW
|
67,329 | $7,483,618 | 2016 Q4 | 13F Filing | 2026-06-30 | 2026-07-29 | |||
|
AMZN
Amazon.com Inc.
|
Consumer Cyclical | 1.02% | — |
#30
Prev: #—
|
3.9 |
—
|
31,305 | — |
NEW
|
31,305 | $7,461,234 | 2009 Q3 | 13F Filing | 2026-06-30 | 2026-07-29 | |||
|
COF
Capital One Fin...
|
Financial Services | 1.02% | 0.84% |
#31
20
Prev: #51
|
2.4 |
—
|
5,559 | 17.6% |
P
S
|
37,142 | $7,451,428 | 2010 Q3 | 13F Filing | 2026-06-30 | 2026-07-29 | |||
|
BDX
Becton Dickinso...
|
Healthcare | 1.01% | 1.03% |
#32
11
Prev: #43
|
2.4 |
—
|
4,308 | 9.6% |
P
S
|
49,053 | $7,423,190 | 1999 Q1 | 13F Filing | 2026-06-30 | 2026-07-29 | |||
|
BMY
Bristol-Myers S...
|
Healthcare | 1.01% | 1.23% |
#33
21
Prev: #12
|
0.9 |
—
|
-10,419 | -7.5% |
P
S
|
128,460 | $7,401,865 | 2000 Q4 | 13F Filing | 2026-06-30 | 2026-07-29 | |||
|
EQR
Equity Resident...
|
Bond/Debt | 1.01% | — |
#34
Prev: #—
|
3.9 |
—
|
108,814 | — |
NEW
|
108,814 | $7,391,735 | 2018 Q2 | 13F Filing | 2026-06-30 | 2026-07-29 | |||
|
AMAT
Applied Materia...
|
Technology | 1.00% | 0.85% |
#35
15
Prev: #50
|
0.4 |
—
|
-6,908 | -40.5% |
P
S
|
10,136 | $7,328,328 | 2006 Q2 | 13F Filing | 2026-06-30 | 2026-07-29 | |||
|
LMT
Lockheed Martin...
|
Industrials | 1.00% | 1.15% |
#36
19
Prev: #17
|
2.4 |
—
|
1,279 | 9.8% |
P
S
|
14,353 | $7,312,279 | 2007 Q3 | 13F Filing | 2026-06-30 | 2026-07-29 | |||
|
CMCSA
Comcast Corp
|
Communication Services | 1.00% | 1.07% |
#37
Prev: #37
|
2.4 |
—
|
43,034 | 16.9% |
P
S
|
297,036 | $7,292,234 | 2007 Q3 | 13F Filing | 2026-06-30 | 2026-07-29 | |||
|
OMC
Omnicom Group I...
|
Communication Services | 0.98% | 1.00% |
#38
8
Prev: #46
|
2.4 |
—
|
7,969 | 8.8% |
P
S
|
98,745 | $7,191,598 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-07-29 | |||
|
AEP
American Electr...
|
Utilities | 0.97% | 1.07% |
#39
4
Prev: #35
|
0.9 |
—
|
-4,217 | -7.5% |
P
S
|
51,855 | $7,094,283 | 1999 Q1 | 13F Filing | 2026-06-30 | 2026-07-29 | |||
|
EOG
EOG Resources I...
|
Energy | 0.95% | 1.23% |
#40
27
Prev: #13
|
0.9 |
—
|
-4,368 | -7.5% |
P
S
|
53,742 | $6,971,950 | 2004 Q3 | 13F Filing | 2026-06-30 | 2026-07-29 | |||
|
MDT
Medtronic Plc
|
Healthcare | 0.93% | 1.13% |
#41
23
Prev: #18
|
0.9 |
—
|
-2,183 | -2.4% |
P
S
|
87,326 | $6,831,513 | 2004 Q1 | 13F Filing | 2026-06-30 | 2026-07-29 | |||
|
COR
Cencora, Inc
|
Healthcare | 0.93% | 1.08% |
#42
9
Prev: #33
|
0.9 |
—
|
628 | 2.7% |
P
S
|
24,124 | $6,826,610 | 2009 Q3 | 13F Filing | 2026-06-30 | 2026-07-29 | |||
|
ACN
ACCENTURE PLC-C...
|
Technology | 0.93% | 1.12% |
#43
22
Prev: #21
|
2.9 |
—
|
15,967 | 41.2% |
P
S
|
54,754 | $6,813,588 | 2009 Q3 | 13F Filing | 2026-06-30 | 2026-07-29 | |||
|
PEP
PepsiCo Inc
|
Consumer Defensive | 0.92% | 1.13% |
#44
24
Prev: #20
|
0.9 |
—
|
-111 | -0.2% |
P
S
|
49,497 | $6,701,894 | 1999 Q1 | 13F Filing | 2026-06-30 | 2026-07-29 | |||
|
CSCO
Cisco Systems I...
|
Technology | 0.90% | 1.01% |
#45
1
Prev: #44
|
0.4 |
—
|
-32,803 | -36.8% |
P
S
|
56,346 | $6,618,401 | 2001 Q1 | 13F Filing | 2026-06-30 | 2026-07-29 | |||
|
KHC
Kraft Heinz Co
|
Consumer Defensive | 0.90% | 0.94% |
#46
3
Prev: #49
|
0.9 |
—
|
-8,259 | -2.9% |
P
S
|
277,680 | $6,558,802 | 2023 Q3 | 13F Filing | 2026-06-30 | 2026-07-29 | |||
|
DUK
Duke Energy Cor...
|
Utilities | 0.89% | 1.07% |
#47
11
Prev: #36
|
0.9 |
—
|
-4,120 | -7.4% |
P
S
|
51,617 | $6,533,680 | 2012 Q3 | 13F Filing | 2026-06-30 | 2026-07-29 | |||
|
NUE
Nucor Corp.
|
Basic Materials | 0.88% | 1.05% |
#48
9
Prev: #39
|
0.4 |
—
|
-13,499 | -31.9% |
P
S
|
28,884 | $6,433,911 | 2001 Q3 | 13F Filing | 2026-06-30 | 2026-07-29 | |||
|
IWF
Ishares Russell...
|
ETF | 0.87% | 0.80% |
#49
3
Prev: #52
|
3.3 |
—
|
38,670 | 300.0% |
P
S
|
51,560 | $6,402,205 | 2020 Q3 | 13F Filing | 2026-06-30 | 2026-07-29 | |||
|
HCA
HCA Healthcare ...
|
Healthcare | 0.87% | 1.10% |
#50
25
Prev: #25
|
0.8 |
—
|
352 | 2.2% |
P
S
|
16,302 | $6,355,987 | 2016 Q3 | 13F Filing | 2026-06-30 | 2026-07-29 |
Showing 1-50 of 130 holdings