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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
MPC icon
101
Marathon Petroleum
MPC
$109B
$5.37K ﹤0.01%
21
-7,232
-100% -$1.78M
FFIV icon
102
F5
FFIV
$22.1B
$4.58K ﹤0.01%
+11
New +$3.91K
ARW icon
103
Arrow Electronics
ARW
$11B
$4.27K ﹤0.01%
+20
New +$3.99K
SPG icon
104
Simon Property Group
SPG
$67.8B
$4.25K ﹤0.01%
19
-39,962
-100% -$8.22M
JAZZ icon
105
Jazz Pharmaceuticals
JAZZ
$16B
$4.1K ﹤0.01%
+17
New +$3.72K
PCAR icon
106
PACCAR
PCAR
$65.6B
$3.96K ﹤0.01%
+33
New +$3.89K
AFL icon
107
Aflac
AFL
$58.8B
$3.87K ﹤0.01%
33
-64,917
-100% -$7.47M
CRUS icon
108
Cirrus Logic
CRUS
$5.67B
$3.42K ﹤0.01%
+23
New +$3.77K
APLE icon
109
Apple Hospitality REIT
APLE
$3.68B
$3.06K ﹤0.01%
+182
New +$2.6K
OHI icon
110
Omega Healthcare
OHI
$14.1B
$2.91K ﹤0.01%
+61
New +$2.83K
CTRA
111
DELISTED
Coterra Energy
CTRA
$2.8K ﹤0.01%
+86
New +$2.89K
MAA icon
112
Mid-America Apartment Communities
MAA
$14.9B
$2.78K ﹤0.01%
+20
New +$2.61K
HSIC icon
113
Henry Schein
HSIC
$10B
$2.67K ﹤0.01%
+32
New +$2.45K
PNW icon
114
Pinnacle West Capital
PNW
$11.8B
$2.57K ﹤0.01%
+24
New +$2.45K
AVY icon
115
Avery Dennison
AVY
$13.3B
$2.27K ﹤0.01%
+14
New +$2.28K
OGE icon
116
OGE Energy
OGE
$9.69B
$2.14K ﹤0.01%
+44
New +$2.11K
UHS icon
117
Universal Health Services
UHS
$10B
$2.08K ﹤0.01%
+14
New +$2.28K
ZBRA icon
118
Zebra Technologies
ZBRA
$17.2B
$1.84K ﹤0.01%
+7
New +$1.65K
AMCR icon
119
Amcor
AMCR
$20.9B
$1.3K ﹤0.01%
30
-118,515
-100% -$4.7M
TAP icon
120
Molson Coors Class B
TAP
$7.55B
$1.17K ﹤0.01%
+30
New +$1.25K
HELE icon
121
Helen of Troy
HELE
$661M
$1.16K ﹤0.01%
+40
New +$946
RHI icon
122
Robert Half
RHI
$4.36B
$1.04K ﹤0.01%
+34
New +$952
INMD icon
123
InMode
INMD
$858M
$877 ﹤0.01%
+60
New +$837
GTLS
124
DELISTED
Chart Industries
GTLS
– –
-1,485
Closed -$307K
IOSP icon
125
Innospec
IOSP
$2.31B
– –
-8,373
Closed -$611K
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.