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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
+9.71%
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
$584M
AUM Growth
+$92.6M
Cap. Flow
+$52.3M
Cap. Flow %
8.94%
Top 10 Hldgs %
49.11%
Holding
108
New
7
Increased
52
Reduced
32
Closed
17

Top Buys

Rank Stock Value
1
INFY icon
Infosys
INFY
+$50M
2
AMAT icon
Applied Materials
AMAT
+$5.68M
3
AMCR icon
Amcor
AMCR
+$5.43M
4
TSM icon
TSMC
TSM
+$4.01M
5
FISV
Fiserv Inc
FISV
+$1.4M

Top Sells

Rank Stock Value
1
HDB icon
HDFC Bank
HDB
+$7.65M
2
XEL icon
Xcel Energy
XEL
+$6.14M
3
BERY
Berry Global Group, Inc.
BERY
+$5.54M
4
DG icon
Dollar General
DG
+$1.59M
5
HCA icon
HCA Healthcare
HCA
+$1.52M

Sector Composition

Rank Sector Weight
1 Technology 25.31%
2 Financials 22.32%
3 Industrials 18.08%
4 Healthcare 13.4%
5 Consumer Staples 4.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
MPC icon
26
Marathon Petroleum
MPC
$90B
$6.5M 1.11%
39,152
+942
+2% +$141K
FISV
27
Fiserv Inc
FISV
$27.8B
$6.5M 1.11%
37,691
+7,747
+26% +$1.4M
WBD icon
28
Warner Bros
WBD
$67.4B
$6.49M 1.11%
566,188
+54,389
+11% +$507K
CMCSA icon
29
Comcast
CMCSA
$89.4B
$6.47M 1.11%
181,289
+11,025
+6% +$381K
EMR icon
30
Emerson Electric
EMR
$88.5B
$6.43M 1.1%
48,254
-2,075
-4% -$238K
ABBV icon
31
AbbVie
ABBV
$438B
$6.41M 1.1%
34,507
+4,235
+14% +$787K
SPG icon
32
Simon Property Group
SPG
$71.5B
$6.4M 1.1%
39,838
+3,432
+9% +$542K
AEP icon
33
American Electric Power
AEP
$66.9B
$6.35M 1.09%
61,153
+1,360
+2% +$141K
GPC icon
34
Genuine Parts
GPC
$18.5B
$6.33M 1.08%
52,165
+1,212
+2% +$146K
SNA icon
35
Snap-on
SNA
$21.3B
$6.27M 1.07%
20,160
+526
+3% +$167K
DUK icon
36
Duke Energy
DUK
$94.5B
$6.26M 1.07%
53,070
+1,294
+2% +$153K
BDX icon
37
Becton Dickinson
BDX
$48.9B
$6.14M 1.05%
35,650
+6,395
+22% +$1.17M
HD icon
38
Home Depot
HD
$350B
$6.11M 1.05%
16,658
+1,293
+8% +$468K
ACN icon
39
Accenture
ACN
$109B
$6.1M 1.04%
20,412
+2,754
+16% +$839K
BMY icon
40
Bristol-Myers Squibb
BMY
$132B
$6.09M 1.04%
131,574
+17,191
+15% +$844K
NUE icon
41
Nucor
NUE
$62.5B
$5.98M 1.02%
46,151
-6,069
-12% -$709K
DG icon
42
Dollar General
DG
$27B
$5.95M 1.02%
51,997
-16,064
-24% -$1.59M
UDR icon
43
UDR
UDR
$12.1B
$5.82M 1%
142,506
+3,423
+2% +$142K
INTC icon
44
Intel
INTC
$492B
$5.77M 0.99%
257,570
+39,849
+18% +$826K
KHC icon
45
Kraft Heinz
KHC
$29.6B
$5.71M 0.98%
221,291
+5,157
+2% +$143K
IPG
46
DELISTED
Interpublic Group of Companies
IPG
$5.62M 0.96%
229,388
+16,990
+8% +$413K
AMCR icon
47
Amcor
AMCR
$21.8B
$5.41M 0.93%
+117,723
New +$5.43M
SJM icon
48
J.M. Smucker
SJM
$12.6B
$5.36M 0.92%
54,623
+6,948
+15% +$764K
OKE icon
49
Oneok
OKE
$56.9B
$5.34M 0.91%
65,385
+12,625
+24% +$1.05M
HSY icon
50
Hershey
HSY
$36.7B
$5.02M 0.86%
30,253
+684
+2% +$113K
1
2
3 4 5

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Hudson Edge Investment Partners's Q2 2025 Portfolio in Review

As of Q2 2025, Hudson Edge Investment Partners held 108 positions worth $584M, up 19% from $492M the previous quarter. Its ten largest holdings account for 49% of the portfolio.

Hudson Edge Investment Partners deployed $52.3M of net new capital in Q2 2025, opening 7 new positions and adding to 52 existing holdings. Its largest new stake was Infosys: 2,799,900 shares worth $51.9M.

By sector, the portfolio is most concentrated in Technology at 25% of assets, up from 14% a quarter earlier, followed by Financials and Industrials.

On the sell side, the largest reduction was HDFC Bank, an estimated $7.65M trimmed.

  • Hudson Edge Investment Partners's largest Q2 2025 buy was Infosys: 2,799,900 shares worth $51.9M.
  • Hudson Edge Investment Partners added most to TSMC in Q2 2025, an estimated $4.01M increase.
  • Hudson Edge Investment Partners's biggest Q2 2025 reduction was HDFC Bank, cutting an estimated $7.65M.
  • Hudson Edge Investment Partners fully exited Xcel Energy in Q2 2025, selling an estimated $6.14M.
  • Hudson Edge Investment Partners's ten largest holdings make up 49% of its $584M portfolio in Q2 2025.
  • Hudson Edge Investment Partners opened 7 new positions and closed 17 in Q2 2025.
  • Hudson Edge Investment Partners's portfolio value rose 19% quarter-over-quarter to $584M.

Based on Hudson Edge Investment Partners's 13F filing for Q2 2025, filed 21 Jul 2025.