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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
IJR icon
101
iShares Core S&P Small-Cap ETF
IJR
$110B
$85.2K 0.01%
+685
New +$87K
AVA icon
102
Avista
AVA
$3.45B
– –
-4,538
Closed -$175K
HSY icon
103
Hershey
HSY
$34.8B
– –
-34,271
Closed -$6.24M
1 2 3 4
5

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HWM
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HI
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DMC
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TIP
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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.