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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 5 of 5  ·  87 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 PRG PROG Holdings Inc Industrials 19,518.0 $576K 0.09% -1K -5.9% $29.49 +14.4%
82 NSA National Storage Affiliates Trust Real Estate 19,878.0 $561K 0.08% -1K -5.9% $28.21 +51.6%
83 GTLS Chart Industries Inc Industrials 1,865.0 $385K 0.06% -1K -41.6% $206.23 +1.0%
84 MGRC McGrath Rentcorp Industrials 3,422.0 $359K 0.05% +2K +133.7% $104.93 +4.5%
85 CW Curtiss-Wright Corp. Industrials 630.0 $347K 0.05% -259.0 -29.1% $551.27 +31.9%
86 IOSP Innospec Inc Basic Materials 4,316.0 $330K 0.05% -277.0 -6.0% $76.54 +2.9%
87 AVA Avista Corp. Utilities 4,538.0 $175K 0.03% -290.0 -6.0% $38.54 +6.2%
Page 5 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%