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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

Rank Stock Value
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

Rank Stock Value
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

Rank Sector Weight
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
CVS icon
26
CVS Health
CVS
$137B
$7.53M 1.1%
104,865
+10,690
+11% +$823K
URI icon
27
United Rentals
URI
$65.5B
$7.5M 1.1%
10,289
+1,766
+21% +$1.48M
GPC icon
28
Genuine Parts
GPC
$17.2B
$7.49M 1.1%
70,856
+17,422
+33% +$2.16M
SJM icon
29
J.M. Smucker
SJM
$12B
$7.49M 1.09%
77,662
+5,225
+7% +$547K
SPG icon
30
Simon Property Group
SPG
$74.2B
$7.46M 1.09%
39,981
-775
-2% -$148K
HD icon
31
Home Depot
HD
$338B
$7.44M 1.09%
22,631
+1,839
+9% +$670K
HUBB icon
32
Hubbell
HUBB
$25.8B
$7.43M 1.09%
15,144
-1,920
-11% -$943K
COR icon
33
Cencora
COR
$59.9B
$7.38M 1.08%
23,496
+1,393
+6% +$486K
HBAN icon
34
Huntington Bancshares
HBAN
$37B
$7.36M 1.08%
470,518
+8,501
+2% +$145K
AEP icon
35
American Electric Power
AEP
$71.9B
$7.35M 1.07%
56,072
-7,077
-11% -$885K
DUK icon
36
Duke Energy
DUK
$97.5B
$7.3M 1.07%
55,737
-7,580
-12% -$948K
CMCSA icon
37
Comcast
CMCSA
$85B
$7.29M 1.07%
254,002
+24,602
+11% +$736K
O icon
38
Realty Income
O
$61.3B
$7.28M 1.06%
119,043
+21,919
+23% +$1.37M
NUE icon
39
Nucor
NUE
$53.9B
$7.17M 1.05%
42,383
-5,014
-11% -$874K
AFL icon
40
Aflac
AFL
$63.5B
$7.13M 1.04%
64,950
-1,214
-2% -$135K
ABBV icon
41
AbbVie
ABBV
$450B
$7.12M 1.04%
32,743
+2,212
+7% +$491K
MET icon
42
MetLife
MET
$60.5B
$7.08M 1.03%
100,066
-1,837
-2% -$138K
BDX icon
43
Becton Dickinson
BDX
$43.6B
$7.04M 1.03%
44,745
+1,953
+5% +$359K
CSCO icon
44
Cisco
CSCO
$441B
$6.92M 1.01%
89,149
-1,751
-2% -$137K
IBM icon
45
IBM
IBM
$200B
$6.86M 1%
28,281
+5,782
+26% +$1.56M
OMC icon
46
Omnicom Group
OMC
$23.3B
$6.84M 1%
90,776
+5,413
+6% +$420K
FISV
47
Fiserv Inc
FISV
$27B
$6.63M 0.97%
118,898
+18,483
+18% +$1.14M
ADBE icon
48
Adobe
ADBE
$94.3B
$6.58M 0.96%
+27,079
New +$7.5M
KHC icon
49
Kraft Heinz
KHC
$30.7B
$6.43M 0.94%
285,939
+26,466
+10% +$623K
AMAT icon
50
Applied Materials
AMAT
$421B
$5.83M 0.85%
17,044
-10,834
-39% -$3.64M
1
2
3 4 5

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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.