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HEIP

Hudson Edge Investment Partners Portfolio holdings

AUM $684M
1-Year Est. Return 15.98%
This Fund
S&P 500
This Quarter Est. Return
-6.34%
1 Year Est. Return
+15.98%
3 Year Est. Return
+46.83%
5 Year Est. Return
+62.97%
10 Year Est. Return
+194.47%
AUM
$684M
AUM Growth
+$9.31M
Cap. Flow
+$72.7M
Cap. Flow %
10.63%
Top 10 Hldgs %
48.28%
Holding
103
New
16
Increased
40
Reduced
45
Closed
2

Top Buys

1
INFY icon
Infosys
INFY
+$25.2M
2
HDB icon
HDFC Bank
HDB
+$16.7M
3
ICLR icon
Icon
ICLR
+$8M
4
PEP icon
PepsiCo
PEP
+$7.73M
5
ADBE icon
Adobe
ADBE
+$7.5M

Top Sells

1
HSY icon
Hershey
HSY
+$6.24M
2
MPC icon
Marathon Petroleum
MPC
+$4.87M
3
AMAT icon
Applied Materials
AMAT
+$3.64M
4
LMT icon
Lockheed Martin
LMT
+$2.3M
5
JNJ icon
Johnson & Johnson
JNJ
+$1.86M

Sector Composition

1 Technology 27.35%
2 Financials 17.16%
3 Industrials 15.34%
4 Healthcare 14.35%
5 Consumer Staples 5.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
TSM icon
1
TSMC
TSM
$2.13T
$81.9M 11.97%
242,343
+6,840
+3% +$2.35M
INFY icon
2
Infosys
INFY
$46.7B
$60.2M 8.79%
4,452,990
+1,607,300
+56% +$25.2M
RYAAY icon
3
Ryanair
RYAAY
$34.5B
$56.5M 8.26%
977,250
+27,700
+3% +$1.83M
HDB icon
4
HDFC Bank
HDB
$135B
$50.6M 7.39%
2,033,200
+538,200
+36% +$16.7M
ICLR icon
5
Icon
ICLR
$13.1B
$35.3M 5.16%
319,003
+58,554
+22% +$8M
WBD icon
6
Warner Bros
WBD
$68.4B
$10.5M 1.53%
381,878
-490
-0.1% -$13.7K
OKE icon
7
Oneok
OKE
$58.6B
$9.28M 1.36%
102,623
-1,837
-2% -$151K
DOV icon
8
Dover
DOV
$29.3B
$8.82M 1.29%
42,313
-653
-2% -$140K
JNJ icon
9
Johnson & Johnson
JNJ
$602B
$8.73M 1.28%
35,708
-7,998
-18% -$1.86M
COP icon
10
ConocoPhillips
COP
$137B
$8.63M 1.26%
65,408
-16,204
-20% -$1.79M
C icon
11
Citigroup
C
$221B
$8.52M 1.25%
75,164
-12,165
-14% -$1.39M
BMY icon
12
Bristol-Myers Squibb
BMY
$124B
$8.42M 1.23%
138,879
-29,888
-18% -$1.74M
EOG icon
13
EOG Resources
EOG
$73.7B
$8.4M 1.23%
58,110
-8,360
-13% -$1.01M
JPM icon
14
JPMorgan Chase
JPM
$912B
$8.2M 1.2%
27,888
-542
-2% -$164K
SNA icon
15
Snap-on
SNA
$21.5B
$8.2M 1.2%
22,577
-451
-2% -$167K
MTB icon
16
M&T Bank
MTB
$36.8B
$8.1M 1.18%
39,199
-553
-1% -$119K
LMT icon
17
Lockheed Martin
LMT
$118B
$7.9M 1.15%
13,074
-3,735
-22% -$2.3M
MDT icon
18
Medtronic
MDT
$107B
$7.76M 1.13%
89,509
+14,154
+19% +$1.36M
DG icon
19
Dollar General
DG
$28B
$7.74M 1.13%
65,192
+7,589
+13% +$1.08M
PEP icon
20
PepsiCo
PEP
$190B
$7.7M 1.13%
+49,608
New +$7.73M
ACN icon
21
Accenture
ACN
$88.5B
$7.69M 1.12%
38,787
+7,997
+26% +$1.86M
STT icon
22
State Street
STT
$51.4B
$7.69M 1.12%
60,760
-964
-2% -$123K
UDR icon
23
UDR
UDR
$13.2B
$7.68M 1.12%
227,336
+8,426
+4% +$309K
STZ icon
24
Constellation Brands
STZ
$23.2B
$7.55M 1.1%
50,323
+2,261
+5% +$349K
HCA icon
25
HCA Healthcare
HCA
$85.6B
$7.55M 1.1%
15,950
-287
-2% -$144K
1
2 3 4 5

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HWM
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Hudson Edge Investment Partners's Q1 2026 Portfolio in Review

As of Q1 2026, Hudson Edge Investment Partners held 103 positions worth $684M, up 1.4% from $675M the previous quarter. Its ten largest holdings account for 48% of the portfolio.

Hudson Edge Investment Partners deployed $72.7M of net new capital in Q1 2026, opening 16 new positions and adding to 40 existing holdings. Its largest new stake was PepsiCo: 49,608 shares worth $7.7M.

By sector, the portfolio is most concentrated in Technology at 27% of assets, up from 24% a quarter earlier, followed by Financials and Industrials.

On the sell side, the largest reduction was Marathon Petroleum, an estimated $4.87M trimmed.

  • Hudson Edge Investment Partners's largest Q1 2026 buy was PepsiCo: 49,608 shares worth $7.7M.
  • Hudson Edge Investment Partners added most to Infosys in Q1 2026, an estimated $25.2M increase.
  • Hudson Edge Investment Partners's biggest Q1 2026 reduction was Marathon Petroleum, cutting an estimated $4.87M.
  • Hudson Edge Investment Partners fully exited Hershey in Q1 2026, selling an estimated $6.24M.
  • Hudson Edge Investment Partners's ten largest holdings make up 48% of its $684M portfolio in Q1 2026.
  • Hudson Edge Investment Partners opened 16 new positions and closed 2 in Q1 2026.
  • Hudson Edge Investment Partners's portfolio value rose 1.4% quarter-over-quarter to $684M.

Based on Hudson Edge Investment Partners's 13F filing for Q1 2026, filed 27 Apr 2026.