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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 5  ·  87 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 COF Capital One Financial Corp. Financial Services 32,245.0 $7.8M 1.16% -2K -7.1% $242.36 -23.0%
22 NUE Nucor Corp. Basic Materials 47,397.0 $7.7M 1.15% +1K +2.5% $163.11 +38.8%
23 OKE Oneok Inc. Energy 104,460.0 $7.7M 1.14% +17K +19.2% $73.50 +26.0%
24 DG Dollar General Corp. Consumer Defensive 57,603.0 $7.6M 1.13% -9K -13.4% $132.77 -20.9%
25 COP Conoco Phillips Energy 81,612.0 $7.6M 1.13% +22K +37.9% $93.61 +28.8%
26 HCA HCA Healthcare Inc Healthcare 16,237.0 $7.6M 1.12% -1K -6.9% $466.86 -15.9%
27 HUBB Hubbell Inc. Industrials 17,064.0 $7.6M 1.12% -806.0 -4.5% $444.11 +3.8%
28 SPG Simon Property Group Inc. Real Estate 40,756.0 $7.5M 1.12% +971.0 +2.4% $185.11 +10.3%
29 CVS CVS Health Corp Healthcare 94,175.0 $7.5M 1.11% -6K -6.0% $79.36 +17.6%
30 Cencora, Inc 22,103.0 $7.5M 1.11% -931.0 -4.0% $337.75
31 DUK Duke Energy Corp. Utilities 63,317.0 $7.4M 1.10% +2K +2.6% $117.21 +6.4%
32 AFL Aflac Inc. Financial Services 66,164.0 $7.3M 1.08% +2K +2.5% $110.27 +6.8%
33 AEP American Electric Power Company Inc. Utilities 63,149.0 $7.3M 1.08% -6K -8.3% $115.31 +12.4%
34 MDT Medtronic Plc Healthcare 75,355.0 $7.2M 1.07% -5K -6.3% $96.06 -18.6%
35 AMAT Applied Materials Inc. Technology 27,878.0 $7.2M 1.06% -11K -29.1% $256.99 +66.3%
36 HD Home Depot Inc. Consumer Cyclical 20,792.0 $7.2M 1.06% +2K +13.6% $344.10 -8.8%
37 SJM J.M. Smucker Co. Consumer Defensive 72,437.0 $7.1M 1.05% +13K +20.9% $97.81 +2.7%
38 CSCO Cisco Systems Inc. Technology 90,900.0 $7.0M 1.04% -5K -5.0% $77.03 +53.4%
39 EOG EOG Resources Inc. Energy 66,470.0 $7.0M 1.03% +20K +42.1% $105.01 +33.3%
40 ABBV Abbvie Inc Healthcare 30,531.0 $7.0M 1.03% -1K -4.0% $228.49 -6.1%
Page 2 of 5  ·  87 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%