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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
HDB icon
1
HDFC Bank
HDB
$123B
$57.6M 9.85%
1,502,000
-211,000
-12% -$7.65M
RYAAY icon
2
Ryanair
RYAAY
$30.4B
$55M 9.41%
953,850
-13,900
-1% -$707K
TSM icon
3
TSMC
TSM
$2.1T
$53.6M 9.17%
236,503
+21,648
+10% +$4.01M
INFY icon
4
Infosys
INFY
$48.7B
$51.9M 8.88%
+2,799,900
New +$50M
ICLR icon
5
Icon
ICLR
$12.6B
$26M 4.44%
178,575
-2,990
-2% -$424K
C icon
6
Citigroup
C
$222B
$9.12M 1.56%
107,160
+2,526
+2% +$183K
JPM icon
7
JPMorgan Chase
JPM
$935B
$8.84M 1.51%
30,492
+685
+2% +$175K
HBAN icon
8
Huntington Bancshares
HBAN
$34.4B
$8.46M 1.45%
505,027
+52,836
+12% +$797K
STT icon
9
State Street
STT
$50.6B
$8.45M 1.45%
79,461
+4,881
+7% +$451K
URI icon
10
United Rentals
URI
$67.2B
$8.13M 1.39%
10,785
+887
+9% +$593K
MTB icon
11
M&T Bank
MTB
$35.7B
$7.85M 1.34%
40,483
+2,414
+6% +$426K
COF icon
12
Capital One
COF
$128B
$7.38M 1.26%
34,665
-403
-1% -$75.2K
HUBB icon
13
Hubbell
HUBB
$25B
$7.29M 1.25%
17,843
+1,358
+8% +$503K
IBM icon
14
IBM
IBM
$211B
$7.25M 1.24%
24,584
+550
+2% +$142K
MET icon
15
MetLife
MET
$61.9B
$7.11M 1.22%
88,354
+6,159
+7% +$475K
CVS icon
16
CVS Health
CVS
$133B
$6.91M 1.18%
100,135
-4,963
-5% -$325K
COR icon
17
Cencora
COR
$60.6B
$6.9M 1.18%
23,000
-1,810
-7% -$521K
CSCO icon
18
Cisco
CSCO
$457B
$6.86M 1.17%
98,894
-13,561
-12% -$833K
AFL icon
19
Aflac
AFL
$64.9B
$6.81M 1.17%
64,613
+1,471
+2% +$155K
LMT icon
20
Lockheed Martin
LMT
$134B
$6.73M 1.15%
14,535
+382
+3% +$179K
MDT icon
21
Medtronic
MDT
$109B
$6.72M 1.15%
77,106
+9,260
+14% +$785K
HCA icon
22
HCA Healthcare
HCA
$87.2B
$6.67M 1.14%
17,418
-4,218
-19% -$1.52M
DOV icon
23
Dover
DOV
$27.6B
$6.59M 1.13%
35,977
+2,500
+7% +$435K
AMAT icon
24
Applied Materials
AMAT
$403B
$6.56M 1.12%
+35,817
New +$5.68M
JNJ icon
25
Johnson & Johnson
JNJ
$618B
$6.51M 1.11%
42,589
+2,453
+6% +$377K
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.