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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
LXP icon
76
LXP Industrial Trust
LXP
$3.58B
$980K 0.13%
18,184
+248
+1% +$12.8K
WCC
77
WESCO International
WCC
$17.1B
$970K 0.13%
2,809
-535
-16% -$182K
IBCP icon
78
Independent Bank Corp
IBCP
$830M
$953K 0.13%
26,424
+5,445
+26% +$186K
HR icon
79
Healthcare Realty
HR
$6.55B
$945K 0.13%
46,835
+354
+0.8% +$6.88K
ENS icon
80
EnerSys
ENS
$6.56B
$916K 0.13%
3,916
-1,477
-27% -$321K
HRI icon
81
Herc Holdings
HRI
$4.71B
$885K 0.12%
+6,173
New +$796K
MKSI icon
82
MKS Inc
MKSI
$17.6B
$866K 0.12%
1,947
-1,866
-49% -$584K
KNX icon
83
Knight Transportation
KNX
$11.7B
$857K 0.12%
11,004
-3,249
-23% -$225K
ACWI icon
84
iShares MSCI ACWI ETF
ACWI
$33.5B
$771K 0.11%
4,910
– –
WHD icon
85
Cactus
WHD
$4.89B
$743K 0.1%
14,498
-3,787
-21% -$211K
IEMG icon
86
iShares Core MSCI Emerging Markets ETF
IEMG
$165B
$725K 0.1%
8,750
– –
EVR icon
87
Evercore
EVR
$11.5B
$686K 0.09%
2,008
+667
+50% +$228K
RRX icon
88
Regal Rexnord
RRX
$10.8B
$657K 0.09%
2,757
-1,882
-41% -$393K
AWI icon
89
Armstrong World Industries
AWI
$7.33B
$546K 0.07%
+3,401
New +$556K
PFF icon
90
iShares Preferred and Income Securities ETF
PFF
$13B
$531K 0.07%
17,431
– –
CACI icon
91
CACI
CACI
$13.8B
$460K 0.06%
994
+167
+20% +$85.3K
NMIH icon
92
NMI Holdings
NMIH
$3.37B
$376K 0.05%
9,149
-3,638
-28% -$139K
SLM icon
93
SLM Corp
SLM
$5.09B
$300K 0.04%
11,555
-26,753
-70% -$602K
RSP icon
94
Invesco S&P 500 Equal Weight ETF
RSP
$99.6B
$245K 0.03%
1,153
– –
CW icon
95
Curtiss-Wright
CW
$20.9B
$242K 0.03%
319
+2
+0.6% +$1.47K
GLD icon
96
SPDR Gold Trust
GLD
$149B
$232K 0.03%
+630
New +$261K
PRGS icon
97
Progress Software
PRGS
$1.81B
$133K 0.02%
3,948
-11,232
-74% -$332K
IJR icon
98
iShares Core S&P Small-Cap ETF
IJR
$110B
$102K 0.01%
685
– –
EXLS icon
99
EXL Service
EXLS
$5.55B
$88.2K 0.01%
3,411
-2,504
-42% -$73.8K
JBL icon
100
Jabil
JBL
$32.5B
$7.32K ﹤0.01%
+19
New +$6.56K
2 3
4
5 6

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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.