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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 2 of 2  ·  38 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 URI United Rentals Inc. Industrials 8,523.0 $6.9M 1.02% +520.0 +6.5% $809.32 +15.7%
22 CMCSA Comcast Corp Communication Services 229,400.0 $6.9M 1.02% +27K +13.1% $29.89 -16.1%
23 FISV Fiserv Inc. Technology 100,415.0 $6.7M 1.00% +48K +93.0% $67.17 -16.9%
24 STZ Constellation Brands Inc Consumer Defensive 48,062.0 $6.6M 0.98% +13K +36.1% $137.96 +9.6%
25 GPC Genuine Parts Co. Consumer Cyclical 53,434.0 $6.6M 0.97% +1K +2.5% $122.96 -20.6%
26 KHC Kraft Heinz Co Consumer Defensive 259,473.0 $6.3M 0.93% +23K +9.8% $24.25 -2.9%
27 HSY Hershey Company Consumer Defensive 34,271.0 $6.2M 0.92% +849.0 +2.5% $181.98 +4.6%
28 PB Prosperity Bancshares Inc. Financial Services 22,696.0 $1.6M 0.23% +3K +17.2% $69.11 +0.0%
29 HOMB Home Bancshares Inc Financial Services 53,818.0 $1.5M 0.22% +11K +25.0% $27.78 -4.2%
30 IBCP Independent Bank Corporation (Ionia MI) Financial Services 34,655.0 $1.1M 0.17% +318.0 +0.9% $32.53 +4.6%
31 AGM Federal Agricultural Mortgage Corp. Financial Services 6,000.0 $1.1M 0.16% +126.0 +2.1% $175.57 +0.8%
32 SLM SLM CORP Financial Services 38,591.0 $1.0M 0.15% +4K +11.0% $27.06 -18.6%
33 EXLS Exlservice Hldgs Inc Technology 23,511.0 $998K 0.15% +170.0 +0.7% $42.44 -31.1%
34 ROCK Gibraltar Industries Inc. Industrials 17,580.0 $869K 0.13% +3K +16.8% $49.44 -28.9%
35 VVV Valvoline Inc Energy 27,672.0 $804K 0.12% +605.0 +2.2% $29.06 +14.5%
36 ALG Alamo Group Inc. Industrials 4,556.0 $765K 0.11% +184.0 +4.2% $167.87 -10.7%
37 OLLI Ollies Bargain Outlet Holdings Inc Consumer Defensive 6,619.0 $726K 0.11% +1K +17.9% $109.61 -24.2%
38 MGRC McGrath Rentcorp Industrials 3,422.0 $359K 0.05% +2K +133.7% $104.93 +4.5%
Page 2 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%