2026 Q1 Portfolio Activity
In 2026 Q1, HUDSON EDGE INVESTMENT PARTNERS INC. maintained a portfolio of 103 distinct positions. The most significant new addition was PepsiCo Inc, now representing 1.13% of the total fund value. They heavily accumulated shares in Infosys Ltd, increasing the position by 56.5%. Conversely, HUDSON EDGE INVESTMENT PARTNERS INC. completely exited their position in Hershey Company.
Position History
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Total Positions
103
Quarter
2026 Q1
Top Holding
TSM (12.0%)
Top 10 Concentration
48.3%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-50 of 103
HUDSON EDGE INVESTMENT PARTNERS INC. Full Holdings List — 2026 Q1
| 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 | 11.97% | 10.60% |
#1
Prev: #1
|
6.5 |
—
|
6,840 | 2.9% |
P
S
|
242,343 | $81,899,817 | 2023 Q4 | 13F Filing | 2026-03-31 | 2026-04-27 | |||
|
INFY
Infosys Ltd
|
Technology | 8.79% | 7.51% |
#2
2
Prev: #4
|
8.0 |
—
|
1,607,300 | 56.5% |
P
S
|
4,452,990 | $60,159,895 | 2025 Q2 | 13F Filing | 2026-03-31 | 2026-04-27 | |||
|
RYAAY
RYANAIR HOLDING...
|
Industrials | 8.26% | 10.16% |
#3
1
Prev: #2
|
4.8 |
—
|
27,700 | 2.9% |
P
S
|
977,250 | $56,485,050 | 2023 Q4 | 13F Filing | 2026-03-31 | 2026-04-27 | |||
|
HDB
HDFC Bank Ltd.
|
Financial Services | 7.39% | 8.09% |
#4
1
Prev: #3
|
6.0 |
—
|
538,200 | 36.0% |
P
S
|
2,033,200 | $50,586,016 | 2024 Q2 | 13F Filing | 2026-03-31 | 2026-04-27 | |||
|
ICLR
Icon Plc
|
Healthcare | 5.16% | 7.03% |
#5
Prev: #5
|
5.1 |
—
|
58,554 | 22.5% |
P
S
|
319,003 | $35,300,872 | 2023 Q4 | 13F Filing | 2026-03-31 | 2026-04-27 | |||
|
WBD
Warner Bros. Di...
|
Communication Services | 1.53% | 1.63% |
#6
Prev: #6
|
1.1 |
—
|
-490 | -0.1% |
P
S
|
381,878 | $10,486,370 | 2011 Q2 | 13F Filing | 2026-03-31 | 2026-04-27 | |||
|
OKE
Oneok Inc.
|
Energy | 1.36% | 1.14% |
#7
16
Prev: #23
|
1.0 |
—
|
-1,837 | -1.8% |
P
S
|
102,623 | $9,276,093 | 2010 Q1 | 13F Filing | 2026-03-31 | 2026-04-27 | |||
|
DOV
Dover Corp.
|
Industrials | 1.29% | 1.24% |
#8
3
Prev: #11
|
1.0 |
—
|
-653 | -1.5% |
P
S
|
42,313 | $8,820,145 | 1999 Q1 | 13F Filing | 2026-03-31 | 2026-04-27 | |||
|
JNJ
Johnson & Johns...
|
Healthcare | 1.28% | 1.34% |
#9
1
Prev: #10
|
1.0 |
—
|
-7,998 | -18.3% |
P
S
|
35,708 | $8,728,464 | 2000 Q4 | 13F Filing | 2026-03-31 | 2026-04-27 | |||
|
COP
Conoco Phillips
|
Energy | 1.26% | 1.13% |
#10
15
Prev: #25
|
1.0 |
—
|
-16,204 | -19.9% |
P
S
|
65,408 | $8,633,856 | 2004 Q3 | 13F Filing | 2026-03-31 | 2026-04-27 | |||
|
C
Citigroup Inc
|
Financial Services | 1.25% | 1.51% |
#11
4
Prev: #7
|
1.0 |
—
|
-12,165 | -13.9% |
P
S
|
75,164 | $8,524,349 | 1999 Q1 | 13F Filing | 2026-03-31 | 2026-04-27 | |||
|
BMY
Bristol-Myers S...
|
Healthcare | 1.23% | 1.35% |
#12
3
Prev: #9
|
1.0 |
—
|
-29,888 | -17.7% |
P
S
|
138,879 | $8,423,011 | 2000 Q4 | 13F Filing | 2026-03-31 | 2026-04-27 | |||
|
EOG
EOG Resources I...
|
Energy | 1.23% | 1.03% |
#13
26
Prev: #39
|
1.0 |
—
|
-8,360 | -12.6% |
P
S
|
58,110 | $8,400,963 | 2004 Q3 | 13F Filing | 2026-03-31 | 2026-04-27 | |||
|
JPM
JPMorgan Chase ...
|
Financial Services | 1.20% | 1.36% |
#14
6
Prev: #8
|
1.0 |
—
|
-542 | -1.9% |
P
S
|
27,888 | $8,203,534 | 1999 Q1 | 13F Filing | 2026-03-31 | 2026-04-27 | |||
|
SNA
Snap-on Inc.
|
Industrials | 1.20% | 1.18% |
#15
5
Prev: #20
|
1.0 |
—
|
-451 | -2.0% |
P
S
|
22,577 | $8,200,418 | 2016 Q3 | 13F Filing | 2026-03-31 | 2026-04-27 | |||
|
MTB
M & T Bank Corp
|
Financial Services | 1.18% | 1.19% |
#16
2
Prev: #18
|
1.0 |
—
|
-553 | -1.4% |
P
S
|
39,199 | $8,103,217 | 2009 Q4 | 13F Filing | 2026-03-31 | 2026-04-27 | |||
|
LMT
Lockheed Martin...
|
Industrials | 1.15% | 1.20% |
#17
3
Prev: #14
|
0.5 |
—
|
-3,735 | -22.2% |
P
S
|
13,074 | $7,901,795 | 2007 Q3 | 13F Filing | 2026-03-31 | 2026-04-27 | |||
|
MDT
Medtronic Plc
|
Healthcare | 1.13% | 1.07% |
#18
16
Prev: #34
|
2.5 |
—
|
14,154 | 18.8% |
P
S
|
89,509 | $7,755,955 | 2004 Q1 | 13F Filing | 2026-03-31 | 2026-04-27 | |||
|
DG
Dollar General ...
|
Consumer Defensive | 1.13% | 1.13% |
#19
5
Prev: #24
|
2.5 |
—
|
7,589 | 13.2% |
P
S
|
65,192 | $7,740,246 | 2000 Q4 | 13F Filing | 2026-03-31 | 2026-04-27 | |||
|
PEP
PepsiCo Inc
|
Consumer Defensive | 1.13% | — |
#20
Prev: #—
|
4.0 |
—
|
49,608 | — |
NEW
|
49,608 | $7,703,626 | 1999 Q1 | 13F Filing | 2026-03-31 | 2026-04-27 | |||
|
ACN
ACCENTURE PLC-C...
|
Technology | 1.12% | 1.22% |
#21
8
Prev: #13
|
2.9 |
—
|
7,997 | 26.0% |
P
S
|
38,787 | $7,691,074 | 2009 Q3 | 13F Filing | 2026-03-31 | 2026-04-27 | |||
|
STT
State Street Co...
|
Financial Services | 1.12% | 1.18% |
#22
3
Prev: #19
|
0.9 |
—
|
-964 | -1.6% |
P
S
|
60,760 | $7,689,786 | 2009 Q2 | 13F Filing | 2026-03-31 | 2026-04-27 | |||
|
UDR
UDR Inc
|
Real Estate | 1.12% | 1.19% |
#23
7
Prev: #16
|
0.9 |
—
|
8,426 | 3.8% |
P
S
|
227,336 | $7,679,410 | 2024 Q2 | 13F Filing | 2026-03-31 | 2026-04-27 | |||
|
STZ
Constellation B...
|
Consumer Defensive | 1.10% | 0.98% |
#24
22
Prev: #46
|
0.9 |
—
|
2,261 | 4.7% |
P
S
|
50,323 | $7,548,450 | 2000 Q4 | 13F Filing | 2026-03-31 | 2026-04-27 | |||
|
HCA
HCA Healthcare ...
|
Healthcare | 1.10% | 1.12% |
#25
1
Prev: #26
|
0.9 |
—
|
-287 | -1.8% |
P
S
|
15,950 | $7,548,178 | 2016 Q3 | 13F Filing | 2026-03-31 | 2026-04-27 | |||
|
CVS
CVS Health Corp
|
Healthcare | 1.10% | 1.11% |
#26
3
Prev: #29
|
2.4 |
—
|
10,690 | 11.4% |
P
S
|
104,865 | $7,531,404 | 2009 Q2 | 13F Filing | 2026-03-31 | 2026-04-27 | |||
|
URI
United Rentals ...
|
Industrials | 1.10% | 1.02% |
#27
14
Prev: #41
|
2.9 |
—
|
1,766 | 20.7% |
P
S
|
10,289 | $7,496,154 | 2015 Q4 | 13F Filing | 2026-03-31 | 2026-04-27 | |||
|
GPC
Genuine Parts C...
|
Consumer Cyclical | 1.10% | 0.97% |
#28
19
Prev: #47
|
2.9 |
—
|
17,422 | 32.6% |
P
S
|
70,856 | $7,493,022 | 2020 Q2 | 13F Filing | 2026-03-31 | 2026-04-27 | |||
|
SJM
J.M. Smucker Co...
|
Consumer Defensive | 1.09% | 1.05% |
#29
8
Prev: #37
|
2.4 |
—
|
5,225 | 7.2% |
P
S
|
77,662 | $7,489,723 | 2013 Q4 | 13F Filing | 2026-03-31 | 2026-04-27 | |||
|
SPG
Simon Property ...
|
Real Estate | 1.09% | 1.12% |
#30
2
Prev: #28
|
0.9 |
—
|
-775 | -1.9% |
P
S
|
39,981 | $7,457,656 | 2018 Q3 | 13F Filing | 2026-03-31 | 2026-04-27 | |||
|
HD
Home Depot Inc.
|
Consumer Cyclical | 1.09% | 1.06% |
#31
5
Prev: #36
|
2.4 |
—
|
1,839 | 8.8% |
P
S
|
22,631 | $7,443,110 | 2002 Q3 | 13F Filing | 2026-03-31 | 2026-04-27 | |||
|
HUBB
Hubbell Inc.
|
Industrials | 1.09% | 1.12% |
#32
5
Prev: #27
|
0.9 |
—
|
-1,920 | -11.3% |
P
S
|
15,144 | $7,431,767 | 2020 Q4 | 13F Filing | 2026-03-31 | 2026-04-27 | |||
|
COR
Cencora, Inc
|
Healthcare | 1.08% | 1.11% |
#33
3
Prev: #30
|
2.4 |
—
|
1,393 | 6.3% |
P
S
|
23,496 | $7,381,033 | 2009 Q3 | 13F Filing | 2026-03-31 | 2026-04-27 | |||
|
HBAN
Huntington Banc...
|
Financial Services | 1.08% | 1.19% |
#34
17
Prev: #17
|
0.9 |
—
|
8,501 | 1.8% |
P
S
|
470,518 | $7,363,607 | 2025 Q1 | 13F Filing | 2026-03-31 | 2026-04-27 | |||
|
AEP
American Electr...
|
Utilities | 1.07% | 1.08% |
#35
2
Prev: #33
|
0.9 |
—
|
-7,077 | -11.2% |
P
S
|
56,072 | $7,349,918 | 1999 Q1 | 13F Filing | 2026-03-31 | 2026-04-27 | |||
|
DUK
Duke Energy Cor...
|
Utilities | 1.07% | 1.10% |
#36
5
Prev: #31
|
0.9 |
—
|
-7,580 | -12.0% |
P
S
|
55,737 | $7,298,203 | 2012 Q3 | 13F Filing | 2026-03-31 | 2026-04-27 | |||
|
CMCSA
Comcast Corp
|
Communication Services | 1.07% | 1.02% |
#37
6
Prev: #43
|
2.4 |
—
|
24,602 | 10.7% |
P
S
|
254,002 | $7,292,397 | 2007 Q3 | 13F Filing | 2026-03-31 | 2026-04-27 | |||
|
O
Realty Income C...
|
Real Estate | 1.06% | 0.81% |
#38
12
Prev: #50
|
2.9 |
—
|
21,919 | 22.6% |
P
S
|
119,043 | $7,283,051 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-04-27 | |||
|
NUE
Nucor Corp.
|
Basic Materials | 1.05% | 1.15% |
#39
17
Prev: #22
|
0.9 |
—
|
-5,014 | -10.6% |
P
S
|
42,383 | $7,166,965 | 2001 Q3 | 13F Filing | 2026-03-31 | 2026-04-27 | |||
|
AFL
Aflac Inc.
|
Financial Services | 1.04% | 1.08% |
#40
8
Prev: #32
|
0.9 |
—
|
-1,214 | -1.8% |
P
S
|
64,950 | $7,125,665 | 2009 Q3 | 13F Filing | 2026-03-31 | 2026-04-27 | |||
|
ABBV
Abbvie Inc
|
Healthcare | 1.04% | 1.03% |
#41
1
Prev: #40
|
2.4 |
—
|
2,212 | 7.2% |
P
S
|
32,743 | $7,121,275 | 2014 Q3 | 13F Filing | 2026-03-31 | 2026-04-27 | |||
|
MET
Metlife Inc
|
Financial Services | 1.03% | 1.19% |
#42
27
Prev: #15
|
0.9 |
—
|
-1,837 | -1.8% |
P
S
|
100,066 | $7,076,668 | 2007 Q1 | 13F Filing | 2026-03-31 | 2026-04-27 | |||
|
BDX
Becton Dickinso...
|
Healthcare | 1.03% | 1.23% |
#43
31
Prev: #12
|
0.9 |
—
|
1,953 | 4.6% |
P
S
|
44,745 | $7,035,256 | 1999 Q1 | 13F Filing | 2026-03-31 | 2026-04-27 | |||
|
CSCO
Cisco Systems I...
|
Technology | 1.01% | 1.04% |
#44
6
Prev: #38
|
0.9 |
—
|
-1,751 | -1.9% |
P
S
|
89,149 | $6,917,071 | 2001 Q1 | 13F Filing | 2026-03-31 | 2026-04-27 | |||
|
IBM
International B...
|
Technology | 1.00% | 0.99% |
#45
Prev: #45
|
2.9 |
—
|
5,782 | 25.7% |
P
S
|
28,281 | $6,855,032 | 2000 Q4 | 13F Filing | 2026-03-31 | 2026-04-27 | |||
|
OMC
Omnicom Group I...
|
Communication Services | 1.00% | 1.02% |
#46
4
Prev: #42
|
2.4 |
—
|
5,413 | 6.3% |
P
S
|
90,776 | $6,836,341 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-04-27 | |||
|
FISV
Fiserv Inc.
|
Unknown | 0.97% | 1.00% |
#47
3
Prev: #44
|
2.4 |
—
|
18,483 | 18.4% |
P
S
|
118,898 | $6,634,508 | 2006 Q1 | 13F Filing | 2026-03-31 | 2026-04-27 | |||
|
ADBE
Adobe Inc
|
Technology | 0.96% | — |
#48
Prev: #—
|
3.9 |
—
|
27,079 | — |
NEW
|
27,079 | $6,582,363 | 2005 Q3 | 13F Filing | 2026-03-31 | 2026-04-27 | |||
|
KHC
Kraft Heinz Co
|
Consumer Defensive | 0.94% | 0.93% |
#49
1
Prev: #48
|
2.4 |
—
|
26,466 | 10.2% |
P
S
|
285,939 | $6,430,768 | 2023 Q3 | 13F Filing | 2026-03-31 | 2026-04-27 | |||
|
AMAT
Applied Materia...
|
Technology | 0.85% | 1.06% |
#50
15
Prev: #35
|
0.3 |
—
|
-10,834 | -38.9% |
P
S
|
17,044 | $5,825,469 | 2006 Q2 | 13F Filing | 2026-03-31 | 2026-04-27 |
Showing 1-50 of 103 holdings