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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
COP icon
51
ConocoPhillips
COP
$161B
$6.29M 0.86%
60,479
-4,929
-8% -$584K
FISV
52
Fiserv Inc
FISV
$28.2B
$6.08M 0.83%
124,027
+5,129
+4% +$287K
STZ icon
53
Constellation Brands
STZ
$21.9B
$5.98M 0.82%
42,987
-7,336
-15% -$1.09M
ADBE icon
54
Adobe
ADBE
$106B
$5.44M 0.74%
26,539
-540
-2% -$128K
EFA icon
55
iShares MSCI EAFE ETF
EFA
$80.1B
$4.9M 0.67%
47,196
– –
SCHG icon
56
Schwab US Large-Cap Growth ETF
SCHG
$62.8B
$1.67M 0.23%
49,466
– –
BRC icon
57
Brady Corp
BRC
$4.23B
$1.6M 0.22%
17,500
+4,737
+37% +$394K
PB icon
58
Prosperity Bancshares
PB
$8.75B
$1.59M 0.22%
21,839
+165
+0.8% +$11.5K
HOMB icon
59
Home BancShares
HOMB
$6.03B
$1.55M 0.21%
54,357
+380
+0.7% +$10.3K
BLBD icon
60
Blue Bird Corp
BLBD
$2.02B
$1.49M 0.2%
18,870
+4,202
+29% +$285K
ROCK icon
61
Gibraltar Industries
ROCK
$1.4B
$1.45M 0.2%
32,141
+10,450
+48% +$409K
OSBC icon
62
Old Second Bancorp
OSBC
$1.31B
$1.42M 0.19%
60,706
+28,624
+89% +$612K
ALG icon
63
Alamo Group
ALG
$2.11B
$1.35M 0.18%
8,185
+4,058
+98% +$656K
VVV icon
64
Valvoline
VVV
$4.09B
$1.34M 0.18%
33,928
+5,565
+20% +$194K
AHCO icon
65
AdaptHealth
AHCO
$866M
$1.32M 0.18%
126,604
+12,925
+11% +$144K
LFUS icon
66
Littelfuse
LFUS
$10.6B
$1.28M 0.17%
2,805
+228
+9% +$98.7K
ST icon
67
Sensata Technologies
ST
$6.27B
$1.24M 0.17%
25,900
-1,094
-4% -$49.5K
BC icon
68
Brunswick
BC
$4.82B
$1.2M 0.16%
14,196
+107
+0.8% +$8.58K
OLLI icon
69
Ollie's Bargain Outlet
OLLI
$4.55B
$1.17M 0.16%
15,209
+4,827
+46% +$403K
AGM icon
70
Federal Agricultural Mortgage
AGM
$2.47B
$1.13M 0.15%
5,649
-1,413
-20% -$248K
BDC icon
71
Belden
BDC
$4.78B
$1.12M 0.15%
9,378
+1,713
+22% +$200K
ACWX icon
72
iShares MSCI ACWI ex US ETF
ACWX
$12.7B
$1.12M 0.15%
14,722
– –
STAG icon
73
STAG Industrial
STAG
$7.27B
$1.03M 0.14%
27,153
+4,451
+20% +$170K
BOOT icon
74
Boot Barn
BOOT
$4.67B
$1.02M 0.14%
+6,235
New +$1.01M
MGRC icon
75
McGrath RentCorp
MGRC
$2.73B
$1.02M 0.14%
8,406
+693
+9% +$78.7K
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.