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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
ENS icon
76
EnerSys
ENS
$6.9B
$659K 0.11%
7,688
-477
-6% -$41.6K
STAG icon
77
STAG Industrial
STAG
$7.1B
$652K 0.11%
17,983
+934
+5% +$32.3K
NGVT icon
78
Ingevity
NGVT
$2.67B
$642K 0.11%
14,894
-942
-6% -$36.3K
PRG icon
79
PROG Holdings
PRG
$1.65B
$599K 0.1%
20,408
-1,285
-6% -$35.7K
NSA
80
DELISTED
National Storage Affiliates Trust
NSA
$589K 0.1%
18,416
+979
+6% +$34.2K
CHX
81
DELISTED
ChampionX
CHX
$542K 0.09%
21,834
+7,066
+48% +$178K
LXP icon
82
LXP Industrial Trust
LXP
$3.58B
$534K 0.09%
12,940
-2,532
-16% -$104K
WKC icon
83
World Kinect Corp
WKC
$1.92B
$497K 0.09%
17,515
-1,107
-6% -$29.4K
ROCK icon
84
Gibraltar Industries
ROCK
$1.47B
$495K 0.08%
+8,395
New +$481K
MGRC icon
85
McGrath RentCorp
MGRC
$2.95B
$395K 0.07%
3,405
+460
+16% +$51.1K
IOSP icon
86
Innospec
IOSP
$2.3B
$381K 0.07%
4,525
-298
-6% -$26.1K
MKSI icon
87
MKS Inc
MKSI
$19.7B
$358K 0.06%
+3,604
New +$293K
WHD icon
88
Cactus
WHD
$5.74B
$355K 0.06%
+8,130
New +$339K
AVA icon
89
Avista
AVA
$3.22B
$256K 0.04%
6,757
-427
-6% -$16.8K
SIGI icon
90
Selective Insurance
SIGI
$5.65B
$214K 0.04%
2,467
-155
-6% -$13.6K
EFOR
91
Everforth Inc
EFOR
$1.33B
$124K 0.02%
2,483
-4,508
-64% -$246K
AMZN icon
92
Amazon
AMZN
$2.94T
– –
-1,262
Closed -$240K
ASO icon
93
Academy Sports + Outdoors
ASO
$3.06B
– –
-9,867
Closed -$450K
CI icon
94
Cigna
CI
$71.9B
– –
-743
Closed -$244K
CLH icon
95
Clean Harbors
CLH
$16.5B
– –
-1,064
Closed -$210K
DLX icon
96
Deluxe
DLX
$1.13B
– –
-18,022
Closed -$285K
GOOGL icon
97
Alphabet (Google) Class A
GOOGL
$4.25T
– –
-1,588
Closed -$246K
HR icon
98
Healthcare Realty
HR
$6.59B
– –
-38,424
Closed -$649K
JBSS icon
99
John B. Sanfilippo & Son
JBSS
$976M
– –
-6,172
Closed -$437K
KB icon
100
KB Financial Group
KB
$41.3B
– –
-3,597
Closed -$195K
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.