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Hudson Edge Investment Partners Inc.

CIK 740272 · latest 13F filed 28 October 2026 · Read the filing on EDGAR

Hudson Edge Investment Partners Inc. reported 129 US-listed holdings worth $727.7 million in its 13F for the quarter ended 30 September 2026, filed 28 October 2026. Its largest: Taiwan Semiconductor Manufacturing Company Limited (13.7%), Smurfit Westrock plc (9.2%) and ICON plc (8.8%). Against the quarter before, it opened 11 positions, added to 33, trimmed 56 and sold out of 5.

Reported holdings$727.7M-0.6% on Q2 2026
Positions129+6 on Q2 2026
The largest ten56.1%of its reported holdings
Latest 13FQ3 2026filed 28 October 2026
Where the money is
OpenedAdded toTrimmed
TSM13.7%SW9.2%ICLR8.8%RYAAY7.5%INFY6.4%HDB6.0%ACN1.2%MSFT1.2%AMZN1.1%GPC1.0%115 more40.1%

The 14 largest of its 129 positions, each sized by its share of the reported holdings, coloured by the change in shares against Q2 2026.

Reported holdings, quarter by quarter
Q3 2024: $539.4 million in 195 positions$539MQ3 24Q4 2024: $542.4 million in 187 positions$542MQ4 24Q1 2025: $491.8 million in 101 positions$492MQ1 25Q2 2025: $584.4 million in 91 positions$584MQ2 25Q3 2025: $617.8 million in 88 positions$618MQ3 25Q4 2025: $674.9 million in 87 positions$675MQ4 25Q1 2026: $684.3 million in 101 positions$684MQ1 26Q2 2026: $732.0 million in 123 positions$732MQ2 26Q3 2026: $727.7 million in 129 positions$728MQ3 26

What the fund reported holding at each quarter's end; hover a bar for the number of positions

What its reported holdings returned

Held through each quarter, the holdings it reported returned +13.8% over the 8 quarters to 30 September 2026, against +32.9% for the S&P 500.

Its reported holdingsThe S&P 500
100110120130Q3 24Q4 24Q1 25Q2 25Q3 25Q4 25Q1 26Q2 26Q3 26Its holdings +13.8%S&P 500 +32.9%

Not the fund's own return: each 13F's holdings are kept unchanged until the next one, so trades inside a quarter, dividends, cash and fees are left out. A rough guide to how its picks have done over time.

What it did on the quarter

Opened 11Added 33Held 29Trimmed 56Sold out 5
Opened: 11Added: 33Held: 29Trimmed: 56Sold out: 5

Its positions against its 13F for the quarter to 30 June 2026; a change under 0.1% of a position counts as held

Opened 11

  1. Smurfit Westrock plc SW$66.6 million
  2. Microsoft Corp. MSFT$8.5 million
  3. ONEOK Inc. OKE$6.1 million
  4. Public Service Enterprise Group Inc. PEG$5.1 million
  5. Automatic Data Processing Inc. ADP$3.4 million
  6. Stryker Corp. SYK$3.1 million
  7. Hewlett Packard Enterprise Co. HPE$3.1 million
  8. Qualys, Inc. QLYS$571,334

and 3 more in the table below

Added to 33

  1. Ryanair Holdings PLC RYAAY+71,600 shares · +8%
  2. ICON plc ICLR+9,963 shares · +3%
  3. Constellation Brands, Inc. STZ+11,114 shares · +26%
  4. Infosys Limited INFY+114,100 shares · +3%
  5. HDFC Bank Limited HDB+52,000 shares · +3%
  6. Applied Materials Inc. AMAT+2,177 shares · +21%
  7. MKS Inc. MKSI+2,713 shares · +139%
  8. Evercore Inc. EVR+1,889 shares · +94%

and 25 more in the table below

Trimmed 56

  1. Warner Bros Discovery Inc. WBD-351,757 shares · -100%
  2. American Electric Power Co. Inc. AEP-51,825 shares · -100%
  3. Duke Energy Corp. DUK-51,590 shares · -100%
  4. Taiwan Semiconductor Manufacturing Company Limited TSM-9,000 shares · -4%
  5. Metlife Inc. MET-24,626 shares · -27%
  6. Becton Dickinson & Co. BDX-12,386 shares · -25%
  7. J.M. Smucker Co. SJM-16,812 shares · -25%
  8. Johnson & Johnson JNJ-6,704 shares · -21%

and 48 more in the table below

Sold out of 5

  1. ONEOK Inc. OKE$7.5 million last quarter
  2. Cisco Systems, Inc. CSCO$6.6 million last quarter
  3. AdaptHealth Corp. AHCO$1.3 million last quarter
  4. LXP Industrial Trust LXP$979,754 last quarter
  5. Coterra Energy Inc. CTRA$2,800 last quarter

What it holds

CompanySharesValueOf its bookChange in shares
Taiwan Semiconductor Manufacturing Company Limited TSM219.3K$100.0 million13.75%-9.0K
Smurfit Westrock plc SW1.5M$66.6 million9.16%new
ICON plc ICLR376.4K$64.0 million8.79%+10.0K
Ryanair Holdings PLC RYAAY993.1K$54.6 million7.51%+71.6K
Infosys Limited INFY4.3M$46.4 million6.38%+114.1K
HDFC Bank Limited HDB2.0M$44.0 million6.05%+52.0K
Accenture plc ACN47.4K$8.7 million1.19%-7.4K
Microsoft Corp. MSFT16.5K$8.5 million1.17%new
Amazon.com Inc. AMZN32.5K$8.1 million1.11%+1.2K
Genuine Parts Co. GPC59.6K$7.5 million1.03%-9.3K
EOG Resources Inc. EOG50.4K$6.9 million0.95%-3.3K
Bristol-Myers Squibb Co. BMY111.0K$6.9 million0.95%-17.4K
AbbVie Inc. ABBV26.2K$6.9 million0.94%-4.1K
Amphenol Corp. APH80.3K$6.8 million0.93%-12.7K
Cencora, Inc. COR22.1K$6.6 million0.91%-2.0K
JPMorgan Chase & Co. JPM20.0K$6.6 million0.91%-3.2K
Capital One Financial Corp. COF34.2K$6.6 million0.91%-3.0K
Becton Dickinson & Co. BDX36.7K$6.6 million0.90%-12.4K
ConocoPhillips COP52.4K$6.6 million0.90%-8.1K
Snap-on Inc. SNA18.0K$6.5 million0.90%-2.9K
Medtronic plc MDT75.6K$6.5 million0.90%-11.8K
Johnson & Johnson JNJ24.5K$6.5 million0.89%-6.7K
iShares Trust IWF51.6K$6.5 million0.89%no change
Huntington Bancshares Inc. HBAN422.9K$6.5 million0.89%-38.0K
Metlife Inc. MET68.0K$6.4 million0.88%-24.6K
Dollar General Corp. DG53.4K$6.4 million0.88%-13.9K
CVS Health Corp. CVS74.5K$6.4 million0.88%-2.1K
Comcast Corp. CMCSA292.2K$6.4 million0.87%-4.8K
Citigroup Inc. C48.9K$6.3 million0.87%-7.6K
Applied Materials Inc. AMAT12.3K$6.3 million0.87%+2.2K
Lockheed Martin Corp. LMT12.3K$6.3 million0.86%-2.0K
United Rentals, Inc. URI6.2K$6.3 million0.86%-957
International Business Machines Corp. IBM28.4K$6.2 million0.86%-322
State Street Corp. STT35.6K$6.2 million0.85%-9.7K
J.M. Smucker Co. SJM51.7K$6.1 million0.84%-16.8K
Allstate Corp. ALL27.6K$6.1 million0.84%-5.2K
Kraft Heinz Co. KHC269.3K$6.1 million0.84%-8.3K
Constellation Brands, Inc. STZ54.1K$6.1 million0.84%+11.1K
Adobe Inc. ADBE25.4K$6.1 million0.84%-1.1K
ONEOK Inc. OKE71.2K$6.1 million0.83%new
Hubbell Inc. HUBB13.3K$6.0 million0.83%-2.1K
Omnicom Group Inc. OMC81.6K$6.0 million0.83%-17.2K
HCA Healthcare, Inc. HCA14.0K$6.0 million0.82%-2.3K
Home Depot, Inc. HD20.9K$6.0 million0.82%-1.6K
PepsiCo Inc. PEP46.8K$5.9 million0.82%-2.7K
Dover Corp. DOV31.4K$5.9 million0.81%-4.9K
Nucor Corp. NUE25.0K$5.8 million0.80%-3.9K
RPM International Inc. RPM58.2K$5.7 million0.79%-9.1K
Realty Income Corp. O105.6K$5.7 million0.79%-16.5K
Vivmark Residential VMRK94.1K$5.7 million0.79%-14.7K
M&T Bank Corp. MTB24.5K$5.3 million0.73%-7.1K
Public Service Enterprise Group Inc. PEG76.4K$5.1 million0.71%new
iShares Trust EFA47.2K$4.9 million0.67%no change
Fiserv Inc. FISV107.2K$4.8 million0.67%-16.8K
Automatic Data Processing Inc. ADP13.2K$3.4 million0.47%new
Stryker Corp. SYK11.4K$3.1 million0.43%new
Hewlett Packard Enterprise Co. HPE49.1K$3.1 million0.43%new
Schwab Strategic Trust SCHG48.0K$1.7 million0.24%-1.4K
Prosperity Bancshares Inc. PB23.4K$1.5 million0.21%+1.5K
Home Bancshares Inc. HOMB54.6K$1.5 million0.21%+205
Brady Corp. BRC17.6K$1.5 million0.20%+73
Ollie's Bargain Outlet Holdings, Inc. OLLI16.6K$1.4 million0.20%+1.4K
Gibraltar Industries, Inc. ROCK32.4K$1.3 million0.18%+233
MKS Inc. MKSI4.7K$1.2 million0.17%+2.7K
Belden Inc. BDC11.4K$1.2 million0.17%+2.0K
Blue Bird Corp. BLBD22.2K$1.2 million0.17%+3.3K
iShares Trust ACWX16.0K$1.2 million0.17%+1.3K
Sensata Technologies Holding plc ST28.1K$1.2 million0.16%+2.2K
Stag Industrial, Inc. STAG31.9K$1.1 million0.16%+4.8K
Littelfuse Inc. LFUS2.6K$1.1 million0.15%-228
Healthcare Realty Trust Inc. HR60.1K$1.1 million0.15%+13.3K
Evercore Inc. EVR3.9K$1.0 million0.14%+1.9K
Caci International Inc. CACI1.6K$989,1950.14%+630
Wesco International Inc. WCC2.6K$931,6980.13%-218
Armstrong World Industries Inc. AWI5.6K$908,9130.12%+2.2K
Alamo Group Inc. ALG5.9K$908,1900.12%-2.3K
Brunswick Corp. BC14.0K$899,5530.12%-193
Regal Rexnord Corp. RRX5.8K$898,0870.12%+3.0K
Knight-Swift Transportation Holdings Inc. KNX13.6K$864,0610.12%+2.6K
Boot Barn Holdings, Inc. BOOT6.9K$828,4720.11%+642
Valvoline Inc. VVV27.4K$825,9570.11%-6.5K
iShares Trust ACWI4.9K$779,5360.11%no change
Herc Holdings Inc. HRI6.2K$778,6270.11%+66
EnerSys ENS3.9K$721,6400.10%+16
iShares Core MSCI Emerging Mark IEMG8.8K$710,1500.10%no change
iShares Trust PFF22.2K$654,9000.09%+4.8K
Federal Agricultural Mortgage Corp. AGM3.1K$650,9700.09%-2.5K
Old Second Bancorp Inc. Ill OSBC25.7K$630,1030.09%-35.0K
Independent BK Corp. Mich IBCP16.9K$596,2610.08%-9.5K
Qualys, Inc. QLYS3.1K$571,3340.08%new
Cactus, Inc. WHD8.9K$550,9580.08%-5.6K
ExlService Holdings, Inc. EXLS15.5K$531,9960.07%+12.1K
WillScot Holdings Corp. WSC27.4K$471,0580.06%new
SLM Corp. SLM18.9K$426,6430.06%+7.3K
Progress Software Corp. PRGS8.7K$345,9800.05%+4.7K
NMI Holdings, Inc. NMIH9.3K$345,6580.05%+113
Vanguard S&P 500 VOO440$308,3780.04%new
McGrath Rentcorp MGRC2.4K$275,5830.04%-6.0K
Loar Holdings Inc. LOAR3.9K$245,6370.03%new
SPDR Gold Trust GLD630$239,9290.03%no change
Invesco Exchange Traded FD T RSP1.2K$239,8470.03%no change
Curtiss Wright Corp. CW321$174,5660.02%+2
iShares Core S&P Small-Cap ETF IJR345$46,9340.01%-340
Marathon Petroleum Corp. MPC21$8,3040.00%no change
Warner Bros Discovery Inc. WBD250$7,7380.00%-351.8K
Jabil Inc. JBL19$5,4500.00%no change
F5, Inc. FFIV11$4,8970.00%no change
Arrow Electronics, Inc. ARW20$4,5400.00%no change
Jazz Pharmaceuticals plc JAZZ17$3,9360.00%no change
Simon Property Group Inc. SPG19$3,8140.00%no change
Aflac Inc. AFL33$3,6890.00%no change
Paccar Inc. PCAR33$3,6240.00%no change
American Electric Power Co. Inc. AEP30$3,5590.00%-51.8K
Duke Energy Corp. DUK27$3,0780.00%-51.6K
Apple Hospitality REIT, Inc. APLE182$2,9410.00%no change
Omega Healthcare Investors Inc. OHI61$2,8250.00%no change
Cirrus Logic, Inc. CRUS23$2,7590.00%no change
Henry Schein Inc. HSIC32$2,6870.00%no change
Zebra Technologies Corp. ZBRA7$2,6130.00%no change
Universal Health Services Inc. UHS14$2,4400.00%no change
Avery Dennison Corp. AVY14$2,3890.00%no change
Mid-America Apartment Communities, Inc. MAA20$2,3550.00%no change
Pinnacle West Capital Corp. PNW24$2,2330.00%no change
OGE Energy Corp. OGE44$1,9980.00%no change
Amcor plc AMCR30$1,2560.00%no change
Robert Half Inc. RHI34$1,2500.00%no change
Helen of Troy Ltd HELE40$1,0960.00%no change
Molson Coors Beverage Co. TAP30$1,0940.00%no change
Inmode Ltd INMD60$8500.00%no change
Every US-listed position in the fund's 13F for the quarter ended 30 September 2026, by the value it reported.
Read moreChange is shares against its 13F for the quarter before; the 5 it sold out of are in the box above.