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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
EOG icon
51
EOG Resources
EOG
$75.2B
$4.88M 0.84%
40,826
+943
+2% +$108K
STZ icon
52
Constellation Brands
STZ
$22.9B
$4.68M 0.8%
28,774
+663
+2% +$119K
COP icon
53
ConocoPhillips
COP
$151B
$4.54M 0.78%
50,564
+1,202
+2% +$108K
SLM icon
54
SLM Corp
SLM
$5.11B
$1.28M 0.22%
38,967
-2,458
-6% -$75.2K
PB icon
55
Prosperity Bancshares
PB
$8.85B
$1.26M 0.22%
17,933
+962
+6% +$66.3K
HOMB icon
56
Home BancShares
HOMB
$6.22B
$1.21M 0.21%
42,373
-159
-0.4% -$4.42K
CACI icon
57
CACI
CACI
$14.8B
$1.1M 0.19%
2,304
+240
+12% +$106K
OSBC icon
58
Old Second Bancorp
OSBC
$1.29B
$1.08M 0.18%
60,674
+840
+1% +$13.7K
PRGS icon
59
Progress Software
PRGS
$1.77B
$1.07M 0.18%
16,691
-1,047
-6% -$63.7K
CW icon
60
Curtiss-Wright
CW
$26.1B
$1.06M 0.18%
2,179
-598
-22% -$236K
IBCP icon
61
Independent Bank Corp
IBCP
$844M
$1.02M 0.18%
31,597
+339
+1% +$10.5K
BRC icon
62
Brady Corp
BRC
$4.48B
$996K 0.17%
14,655
+2,114
+17% +$147K
NMIH icon
63
NMI Holdings
NMIH
$3.34B
$995K 0.17%
23,592
-1,479
-6% -$55.6K
RRX icon
64
Regal Rexnord
RRX
$11.5B
$963K 0.16%
6,640
-311
-4% -$39K
ALG icon
65
Alamo Group
ALG
$2.07B
$941K 0.16%
4,307
-273
-6% -$52.1K
EVR icon
66
Evercore
EVR
$11.7B
$908K 0.16%
3,362
+206
+7% +$45.3K
VVV icon
67
Valvoline
VVV
$4.21B
$903K 0.15%
23,851
+2,687
+13% +$93.9K
AGM icon
68
Federal Agricultural Mortgage
AGM
$2.55B
$873K 0.15%
4,491
+575
+15% +$106K
GTLS
69
DELISTED
Chart Industries
GTLS
$840K 0.14%
5,101
-1,238
-20% -$182K
STRL icon
70
Sterling Infrastructure
STRL
$16.3B
$815K 0.14%
3,534
-3,734
-51% -$652K
OLLI icon
71
Ollie's Bargain Outlet
OLLI
$4.76B
$812K 0.14%
6,162
-219
-3% -$25.1K
WCC
72
WESCO International
WCC
$17.8B
$787K 0.13%
4,247
-1,141
-21% -$188K
EXLS icon
73
EXL Service
EXLS
$5.29B
$778K 0.13%
+17,760
New +$812K
BC icon
74
Brunswick
BC
$5.28B
$726K 0.12%
13,144
+783
+6% +$39.6K
KNX icon
75
Knight Transportation
KNX
$11.2B
$671K 0.11%
15,171
-2,404
-14% -$102K
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.