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HEIP

Hudson Edge Investment Partners Portfolio holdings

AUM $732M
1-Year Est. Return 23.32%
This Fund
S&P 500
This Quarter Est. Return
+16.65%
1 Year Est. Return
+23.32%
3 Year Est. Return
+68.75%
5 Year Est. Return
+82.78%
10 Year Est. Return
+227.43%
AUM
$732M
AUM Growth
+$47.7M
Cap. Flow
-$29.3M
Cap. Flow %
-4%
Top 10 Hldgs %
50.31%
Holding
130
New
29
Increased
35
Reduced
50
Closed
7

Top Buys

Rank Stock Value
1
AMZN icon
Amazon
AMZN
+$7.86M
2
ALL icon
Allstate
ALL
+$7.13M
3
VMRK
Vivmark Residential
VMRK
+$7.05M
4
RPM icon
RPM International
RPM
+$7.02M
5
APH icon
Amphenol
APH
+$6.7M

Top Sells

Rank Stock Value
1
SPG icon
Simon Property Group
SPG
+$8.22M
2
UDR icon
UDR
UDR
+$7.68M
3
AFL icon
Aflac
AFL
+$7.47M
4
TSM icon
TSMC
TSM
+$5.7M
5
AMCR icon
Amcor
AMCR
+$4.7M

Sector Composition

Rank Sector Weight
1 Technology 28.26%
2 Healthcare 16.85%
3 Financials 16.33%
4 Industrials 15.26%
5 Consumer Staples 4.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
TSM icon
1
TSMC
TSM
$2.22T
$109M 14.9%
228,303
-14,040
-6% -$5.7M
ICLR icon
2
Icon
ICLR
$12.7B
$63.7M 8.7%
366,477
+47,474
+15% +$6.04M
RYAAY icon
3
Ryanair
RYAAY
$28.7B
$59.7M 8.15%
921,550
-55,700
-6% -$3.28M
HDB icon
4
HDFC Bank
HDB
$119B
$49.5M 6.77%
1,917,400
-115,800
-6% -$2.9M
INFY icon
5
Infosys
INFY
$47.4B
$44.1M 6.02%
4,200,490
-252,500
-6% -$3.16M
WBD icon
6
Warner Bros
WBD
$70.8B
$9.38M 1.28%
352,007
-29,871
-8% -$808K
SNA icon
7
Snap-on
SNA
$19.8B
$8.41M 1.15%
20,904
-1,673
-7% -$632K
APH icon
8
Amphenol
APH
$204B
$8.2M 1.12%
+92,988
New +$6.7M
HBAN icon
9
Huntington Bancshares
HBAN
$34.4B
$8.17M 1.12%
460,945
-9,573
-2% -$158K
URI icon
10
United Rentals
URI
$62.9B
$8.16M 1.11%
7,203
-3,086
-30% -$2.94M
DOV icon
11
Dover
DOV
$26B
$8.13M 1.11%
36,256
-6,057
-14% -$1.32M
GPC icon
12
Genuine Parts
GPC
$19B
$8.13M 1.11%
68,915
-1,941
-3% -$203K
IBM icon
13
IBM
IBM
$221B
$8.07M 1.1%
28,700
+419
+1% +$106K
HUBB icon
14
Hubbell
HUBB
$24.3B
$8.05M 1.1%
15,378
+234
+2% +$118K
HD icon
15
Home Depot
HD
$320B
$7.94M 1.09%
22,527
-104
-0.5% -$33.8K
JNJ icon
16
Johnson & Johnson
JNJ
$663B
$7.94M 1.08%
31,250
-4,458
-12% -$1.04M
CVS icon
17
CVS Health
CVS
$124B
$7.93M 1.08%
76,628
-28,237
-27% -$2.52M
C icon
18
Citigroup
C
$231B
$7.91M 1.08%
56,513
-18,651
-25% -$2.43M
MET icon
19
MetLife
MET
$62B
$7.84M 1.07%
92,606
-7,460
-7% -$602K
ALL icon
20
Allstate
ALL
$65.6B
$7.8M 1.07%
+32,785
New +$7.13M
DG icon
21
Dollar General
DG
$29.4B
$7.75M 1.06%
67,361
+2,169
+3% +$247K
SJM icon
22
J.M. Smucker
SJM
$13.5B
$7.71M 1.05%
68,524
-9,138
-12% -$931K
STT icon
23
State Street
STT
$53.4B
$7.69M 1.05%
45,320
-15,440
-25% -$2.38M
ABBV icon
24
AbbVie
ABBV
$453B
$7.62M 1.04%
30,279
-2,464
-8% -$530K
JPM icon
25
JPMorgan Chase
JPM
$953B
$7.61M 1.04%
23,260
-4,628
-17% -$1.44M
1
2 3 4 5

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Hudson Edge Investment Partners's Q2 2026 Portfolio in Review

As of Q2 2026, Hudson Edge Investment Partners held 130 positions worth $732M, up 7% from $684M the previous quarter. Its ten largest holdings account for 50% of the portfolio.

Hudson Edge Investment Partners withdrew a net $29.3M in Q2 2026, closing 7 positions and reducing 50 holdings. Its most notable exit was UDR, an estimated $7.68M position sold in full.

By sector, the portfolio is most concentrated in Technology at 28% of assets, up from 27% a quarter earlier, followed by Healthcare and Financials.

Against the trend, Hudson Edge Investment Partners opened a new position in Amazon worth $7.46M.

  • Hudson Edge Investment Partners's largest Q2 2026 buy was Amazon: 31,305 shares worth $7.46M.
  • Hudson Edge Investment Partners added most to Icon in Q2 2026, an estimated $6.04M increase.
  • Hudson Edge Investment Partners's biggest Q2 2026 reduction was Simon Property Group, cutting an estimated $8.22M.
  • Hudson Edge Investment Partners fully exited UDR in Q2 2026, selling an estimated $7.68M.
  • Hudson Edge Investment Partners's ten largest holdings make up 50% of its $732M portfolio in Q2 2026.
  • Hudson Edge Investment Partners opened 29 new positions and closed 7 in Q2 2026.
  • Hudson Edge Investment Partners's portfolio value rose 7% quarter-over-quarter to $732M.

Based on Hudson Edge Investment Partners's 13F filing for Q2 2026, filed 29 Jul 2026.