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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 3 of 5  ·  87 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 URI United Rentals Inc. Industrials 8,523.0 $6.9M 1.02% +520.0 +6.5% $809.32 +15.7%
42 OMC Omnicom Group Inc. Communication Services 85,363.0 $6.9M 1.02% NEW $80.75 -8.6%
43 CMCSA Comcast Corp Communication Services 229,400.0 $6.9M 1.02% +27K +13.1% $29.89 -16.1%
44 FISV Fiserv Inc. Technology 100,415.0 $6.7M 1.00% +48K +93.0% $67.17 -16.9%
45 IBM International Business Machines Corp. Technology 22,499.0 $6.7M 0.99% -4K -15.2% $296.21 -14.6%
46 STZ Constellation Brands Inc Consumer Defensive 48,062.0 $6.6M 0.98% +13K +36.1% $137.96 +9.6%
47 GPC Genuine Parts Co. Consumer Cyclical 53,434.0 $6.6M 0.97% +1K +2.5% $122.96 -20.6%
48 KHC Kraft Heinz Co Consumer Defensive 259,473.0 $6.3M 0.93% +23K +9.8% $24.25 -2.9%
49 HSY Hershey Company Consumer Defensive 34,271.0 $6.2M 0.92% +849.0 +2.5% $181.98 +4.6%
50 O Realty Income Corp. Real Estate 97,124.0 $5.5M 0.81% NEW $56.37 +10.4%
51 MPC Marathon Petroleum Corp Energy 31,364.0 $5.1M 0.76% -3K -9.6% $162.63 +52.8%
52 Amcor Plc 604,625.0 $5.0M 0.75% NEW $8.34
53 PB Prosperity Bancshares Inc. Financial Services 22,696.0 $1.6M 0.23% +3K +17.2% $69.11 +0.0%
54 HOMB Home Bancshares Inc Financial Services 53,818.0 $1.5M 0.22% +11K +25.0% $27.78 -4.2%
55 WHD Cactus Inc Energy 27,354.0 $1.2M 0.18% -1K -3.6% $45.68 +36.1%
56 BRC Brady Corp. Industrials 14,612.0 $1.1M 0.17% -284.0 -1.9% $78.37 +7.9%
57 OSBC Old Second Bancorporation Inc. Financial Services 58,241.0 $1.1M 0.17% -3K -5.5% $19.50 +8.1%
58 IBCP Independent Bank Corporation (Ionia MI) Financial Services 34,655.0 $1.1M 0.17% +318.0 +0.9% $32.53 +4.6%
59 PRGS Progress Software Corp. Technology 25,626.0 $1.1M 0.16% -2K -5.8% $42.96 -32.0%
60 AGM Federal Agricultural Mortgage Corp. Financial Services 6,000.0 $1.1M 0.16% +126.0 +2.1% $175.57 +0.8%
Page 3 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%