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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
COF icon
51
Capital One
COF
$128B
$5.76M 0.84%
31,583
-662
-2% -$138K
IWF icon
52
iShares Russell 1000 Growth ETF
IWF
$123B
$5.5M 0.8%
+51,560
New +$5.85M
AMCR icon
53
Amcor
AMCR
$20.3B
$4.71M 0.69%
118,545
-2,380
-2% -$105K
EFA icon
54
iShares MSCI EAFE ETF
EFA
$76.5B
$4.58M 0.67%
+47,196
New +$4.72M
MPC icon
55
Marathon Petroleum
MPC
$91.3B
$1.77M 0.26%
7,253
-24,111
-77% -$4.87M
PB icon
56
Prosperity Bancshares
PB
$8.81B
$1.46M 0.21%
21,674
-1,022
-5% -$71.6K
HOMB icon
57
Home BancShares
HOMB
$6.18B
$1.45M 0.21%
53,977
+159
+0.3% +$4.48K
SCHG icon
58
Schwab US Large-Cap Growth ETF
SCHG
$59.7B
$1.44M 0.21%
+49,466
New +$1.54M
AHCO icon
59
AdaptHealth
AHCO
$1.49B
$1.35M 0.2%
113,679
+52,043
+84% +$533K
AGM icon
60
Federal Agricultural Mortgage
AGM
$2.23B
$1.05M 0.15%
7,062
+1,062
+18% +$174K
BRC icon
61
Brady Corp
BRC
$4.41B
$1.04M 0.15%
12,763
-1,849
-13% -$161K
BC icon
62
Brunswick
BC
$5.23B
$1.03M 0.15%
14,089
+2,357
+20% +$190K
TMHC icon
63
Taylor Morrison
TMHC
$6.64B
$1.01M 0.15%
17,405
+2,592
+17% +$162K
ACWX icon
64
iShares MSCI ACWI ex US ETF
ACWX
$11.3B
$1.01M 0.15%
+14,722
New +$1.04M
OLLI icon
65
Ollie's Bargain Outlet
OLLI
$4.02B
$956K 0.14%
10,382
+3,763
+57% +$406K
VVV icon
66
Valvoline
VVV
$5.1B
$955K 0.14%
28,363
+691
+2% +$23.9K
ST icon
67
Sensata Technologies
ST
$6.55B
$951K 0.14%
+26,994
New +$955K
ENS icon
68
EnerSys
ENS
$7.17B
$937K 0.14%
5,393
-393
-7% -$66.6K
WCC
69
WESCO International
WCC
$16B
$915K 0.13%
3,344
+610
+22% +$171K
BDC icon
70
Belden
BDC
$3.95B
$880K 0.13%
7,665
+728
+10% +$91.7K
MKSI icon
71
MKS Inc
MKSI
$21.9B
$876K 0.13%
3,813
-2,497
-40% -$565K
LFUS icon
72
Littelfuse
LFUS
$10.1B
$875K 0.13%
+2,577
New +$836K
RRX icon
73
Regal Rexnord
RRX
$13.8B
$869K 0.13%
4,639
-2,543
-35% -$473K
WHD icon
74
Cactus
WHD
$3.78B
$866K 0.13%
18,285
-9,069
-33% -$476K
ROCK icon
75
Gibraltar Industries
ROCK
$1.28B
$865K 0.13%
21,691
+4,111
+23% +$199K
1 2
3
4 5

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ECM
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HWM
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UOTTAIMCU
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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.