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Portfolio (Quarterly) Guide ↗

HUDSON EDGE INVESTMENT PARTNERS INC.

· CIK 0000740272
13F Portfolio $675M AUM 87 positions Filed Jan 27, 2026 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 6 New 38 Added 43 Reduced 7 Exited
Page 1 of 2  ·  38 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 INFY Infosys Ltd Technology 2,845,690.0 $50.7M 7.51% +37K +1.3% $17.82 -29.1%
2 ICLR Icon Plc Healthcare 260,449.0 $47.5M 7.03% +60K +29.8% $182.22 -36.0%
3 WBD Warner Bros. Discovery Inc Communication Services 382,368.0 $11.0M 1.63% +28K +7.8% $28.82 -4.9%
4 BMY Bristol-Myers Squibb Co. Healthcare 168,767.0 $9.1M 1.35% +24K +16.4% $53.94 +10.4%
5 JNJ Johnson & Johnson Healthcare 43,706.0 $9.0M 1.34% +1K +2.5% $206.95 +12.0%
6 DOV Dover Corp. Industrials 42,966.0 $8.4M 1.24% +3K +7.9% $195.24 +6.4%
7 BDX Becton Dickinson And Co. Healthcare 42,792.0 $8.3M 1.23% +5K +14.5% $194.07 -24.6%
8 ACN ACCENTURE PLC-CL A Technology 30,790.0 $8.3M 1.22% +3K +8.9% $268.30 -33.7%
9 MET Metlife Inc Financial Services 101,903.0 $8.0M 1.19% +8K +8.7% $78.94 +6.8%
10 UDR UDR Inc Real Estate 218,910.0 $8.0M 1.19% +35K +19.0% $36.68 +3.1%
11 SNA Snap-on Inc. Industrials 23,028.0 $7.9M 1.18% +560.0 +2.5% $344.60 +4.5%
12 NUE Nucor Corp. Basic Materials 47,397.0 $7.7M 1.15% +1K +2.5% $163.11 +38.8%
13 OKE Oneok Inc. Energy 104,460.0 $7.7M 1.14% +17K +19.2% $73.50 +26.0%
14 COP Conoco Phillips Energy 81,612.0 $7.6M 1.13% +22K +37.9% $93.61 +28.8%
15 SPG Simon Property Group Inc. Real Estate 40,756.0 $7.5M 1.12% +971.0 +2.4% $185.11 +10.3%
16 DUK Duke Energy Corp. Utilities 63,317.0 $7.4M 1.10% +2K +2.6% $117.21 +6.4%
17 AFL Aflac Inc. Financial Services 66,164.0 $7.3M 1.08% +2K +2.5% $110.27 +6.8%
18 HD Home Depot Inc. Consumer Cyclical 20,792.0 $7.2M 1.06% +2K +13.6% $344.10 -8.8%
19 SJM J.M. Smucker Co. Consumer Defensive 72,437.0 $7.1M 1.05% +13K +20.9% $97.81 +2.7%
20 EOG EOG Resources Inc. Energy 66,470.0 $7.0M 1.03% +20K +42.1% $105.01 +33.3%
Page 1 of 2  ·  38 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 27.4%
Financial Services 21.9%
Healthcare 17.5%
Industrials 7.8%
Consumer Defensive 5.8%
Energy 5.0%
Communication Services 4.2%
Real Estate 3.9%
Consumer Cyclical 2.6%
Utilities 2.5%