Hudson Edge Investment Partners Inc. 13F Holdings · Q2 2026
Hudson Edge Investment Partners Inc. reported 123 securities worth $731.97M in its SEC 13F filing for Q2 2026 (period ended 2026-06-30). Top holdings: TSM (14.90%), ICLR (8.70%), RYAAY (8.15%). Among its top 25 positions this quarter: 2 new, 4 added, 19 trimmed.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | TSM | Taiwan Semiconductor Manufacturing | $109.0M | 14.90% | 228,303 | Trimmed |
| 2 | ICLR | Icon Plc | $63.7M | 8.70% | 366,477 | Added |
| 3 | RYAAY | RYANAIR HOLDINGS PLC-SP ADR | $59.7M | 8.15% | 921,550 | Trimmed |
| 4 | HDB | HDFC Bank Ltd. | $49.5M | 6.77% | 1.9M | Trimmed |
| 5 | INFY | Infosys Ltd | $44.1M | 6.02% | 4.2M | Trimmed |
| 6 | WBD | Warner Bros. Discovery Inc | $9.4M | 1.28% | 352,007 | Trimmed |
| 7 | SNA | Snap-on Inc. | $8.4M | 1.15% | 20,904 | Trimmed |
| 8 | APH | Amphenol Corp. | $8.2M | 1.12% | 46,494 | New |
| 9 | HBAN | Huntington Bancshares Inc. | $8.2M | 1.12% | 460,945 | Trimmed |
| 10 | DOV | Dover Corp. | $8.1M | 1.11% | 36,256 | Trimmed |
| 11 | GPC | Genuine Parts Co. | $8.1M | 1.11% | 68,915 | Trimmed |
| 12 | URI | United Rentals Inc. | $8.2M | 1.11% | 7,203 | Trimmed |
| 13 | HUBB | Hubbell Inc. | $8.0M | 1.10% | 15,378 | Added |
| 14 | IBM | International Business Machines Corp. | $8.1M | 1.10% | 28,700 | Added |
| 15 | HD | Home Depot Inc. | $7.9M | 1.09% | 22,527 | Trimmed |
| 16 | C | Citigroup Inc | $7.9M | 1.08% | 56,513 | Trimmed |
| 17 | CVS | CVS Health Corp | $7.9M | 1.08% | 76,628 | Trimmed |
| 18 | JNJ | Johnson & Johnson | $7.9M | 1.08% | 31,250 | Trimmed |
| 19 | ALL | Allstate Corp (The) | $7.8M | 1.07% | 32,785 | New |
| 20 | MET | Metlife Inc | $7.8M | 1.07% | 92,606 | Trimmed |
| 21 | DG | Dollar General Corp. | $7.8M | 1.06% | 67,361 | Added |
| 22 | SJM | J.M. Smucker Co. | $7.7M | 1.05% | 68,524 | Trimmed |
| 23 | STT | State Street Corp. | $7.7M | 1.05% | 45,320 | Trimmed |
| 24 | ABBV | Abbvie Inc | $7.6M | 1.04% | 30,279 | Trimmed |
| 25 | JPM | JPMorgan Chase & Co. | $7.6M | 1.04% | 23,260 | Trimmed |
Source: SEC Form 13F filings · as of 2026-06-30
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR