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Portfolio (Quarterly) Guide ↗

HUDSON EDGE INVESTMENT PARTNERS INC.

· CIK 0000740272
13F Portfolio $618M AUM Filed Oct 30, 2025 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 88 New
Page 2 of 5  ·  88 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 CVS CVS Health Corp Healthcare 100,135.0 $7.5M 1.22% NEW $75.39 +23.8%
22 IBM International Business Machines Corp. Technology 26,533.0 $7.5M 1.21% NEW $282.16 -10.3%
23 SPG Simon Property Group Inc. Real Estate 39,785.0 $7.5M 1.21% NEW $187.67 +8.8%
24 HCA HCA Healthcare Inc Healthcare 17,444.0 $7.4M 1.20% NEW $426.20 -7.9%
25 HD Home Depot Inc. Consumer Cyclical 18,297.0 $7.4M 1.20% NEW $405.19 -22.6%
26 COF Capital One Financial Corp. Financial Services 34,716.0 $7.4M 1.20% NEW $212.58 -12.2%
27 ABBV Abbvie Inc Healthcare 31,807.0 $7.4M 1.19% NEW $231.54 -7.3%
28 GPC Genuine Parts Co. Consumer Cyclical 52,115.0 $7.2M 1.17% NEW $138.60 -29.6%
29 AFL Aflac Inc. Financial Services 64,584.0 $7.2M 1.17% NEW $111.70 +5.5%
30 Cencora, Inc 23,034.0 $7.2M 1.17% NEW $312.53
31 BDX Becton Dickinson And Co. Healthcare 37,383.0 $7.0M 1.13% NEW $187.17 -21.9%
32 ACN ACCENTURE PLC-CL A Technology 28,280.0 $7.0M 1.13% NEW $246.60 -27.9%
33 WBD Warner Bros. Discovery Inc Communication Services 354,798.0 $6.9M 1.12% NEW $19.53 +40.4%
34 DG Dollar General Corp. Consumer Defensive 66,533.0 $6.9M 1.11% NEW $103.35 +1.7%
35 UDR UDR Inc Real Estate 183,962.0 $6.9M 1.11% NEW $37.26 +1.5%
36 Interpublic Group Of Cos. Inc. 241,916.0 $6.8M 1.09% NEW $27.91
37 FISV Fiserv Inc. Technology 52,015.0 $6.7M 1.09% NEW $128.93 -56.7%
38 MPC Marathon Petroleum Corp Energy 34,694.0 $6.7M 1.08% NEW $192.74 +28.9%
39 DOV Dover Corp. Industrials 39,834.0 $6.6M 1.08% NEW $166.83 +24.5%
40 CSCO Cisco Systems Inc. Technology 95,681.0 $6.5M 1.06% NEW $68.42 +72.8%
Page 2 of 5  ·  88 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 28.7%
Financial Services 23.5%
Healthcare 16.0%
Industrials 8.7%
Consumer Defensive 5.8%
Energy 4.8%
Real Estate 3.0%
Utilities 2.9%
Consumer Cyclical 2.9%
Communication Services 2.5%