HUDSON EDGE INVESTMENT PARTNERS INC.

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CIK 740272

13F portfolio (2026-Q1)

$684M

Positions

101

Implied 1Y CAGR

modeled · as filed

Long positions in SEC Section 13(f) securities (US-listed stocks, ADRs and ETFs), largest first · Δ vs 2025-Q4. A lagged quarterly snapshot (filed ≤45 days after quarter-end); excludes shorts, options, cash, and shares listed only on non-US exchanges — foreign companies held via a US listing or ADR (e.g. Alibaba, TSMC) ARE included.

Implied return what this book implies · modeled, not advice methodology →

Open in PORT →

As filed = each book applied at its quarter-end (what the reported book did) · As copyable = applied at its statutory 45-day filing deadline (what a 13F follower could have earned).

Computing…

Hypothetical modeled performance constructed with hindsight — not actual results, and not indicative of future results. See the Disclaimer.

Exposures · what this manager owns, by sector & size (2026-Q1)

Holdings

101

Top 5

41.6%

Top 10

48.3%

Effective N

23.3

HHI

0.043

This quarter

17 new · 0 exit →

By sector

Information Technology26.3%

Financials17.2%

Industrials16.1%

Unclassified7.3%

Health Care7.0%

Consumer Discretionary5.6%

Consumer Staples5.4%

Real Estate3.7%

Other11.4%

By market cap

Unknown45.0%

Large ($10–200B)42.9%

Mega (>$200B)8.7%

Mid ($2–10B)2.6%

Small ($300M–2B)0.7%

By region

North America56.3%

Asia-Pacific28.2%

Europe8.3%

Other7.3%

By industry group GICS — finer than sector

Industry group	Weight	Names
Banks	14.96%	13
Semiconductors & Semiconductor Equipment	13.91%	3
Software & IT Services	8.86%	2
Airlines	8.26%	1
Unclassified	7.30%	10
Equity Real Estate Investment Trusts (REITs)	3.66%	7
Media & Entertainment	3.65%	4
Pharmaceuticals & Biotechnology	3.55%	3
Utilities	3.50%	3
Commercial Services & Supplies	3.38%	6
Machinery	3.07%	8
Oil, Gas & Consumable Fuels	2.89%	4
Technology Hardware & Equipment	2.42%	5
Specialty Retail	2.36%	3
Distributors	2.31%	3
Beverages	2.23%	2
Health Care Equipment & Supplies	2.16%	2
Insurance	2.15%	3
Food Products	2.03%	2
Metals & Mining	1.30%	3
Health Care Providers & Services	1.30%	2
Aerospace & Defense	1.15%	1
Food & Staples Retailing	1.10%	1
Software	1.02%	2
Leisure Products	0.84%	2
Construction & Engineering	0.15%	1
Electrical Equipment & Components	0.13%	1
Automobiles & Components	0.12%	1
Road & Rail	0.12%	1
Chemicals	0.09%	1
Capital Markets	0.06%	1

Top holdings

#	Ticker	Name	Sector	Weight
1	TSM	Taiwan Semiconductor Manufacturing Co Ltd	Information Technology	11.97%
2	INFY	Infosys Ltd	Information Technology	8.79%
3	RYAAY	Ryanair Holdings PLC	Industrials	8.26%
4	HDB	HDFC Bank Ltd	Financials	7.39%
5	ICLR	ICON PLC	Unclassified	5.16%
6	WBD	Warner Bros. Discovery, Inc.	Communication Services	1.53%
7	OKE	ONEOK INC /NEW/	Utilities	1.36%
8	DOV	DOVER Corp	Industrials	1.29%
9	JNJ	JOHNSON & JOHNSON	Health Care	1.28%
10	COP	CONOCOPHILLIPS	Energy	1.26%

91/101 names classified · sector 92.7% of weight · industry 92.7% · mkt cap 55.0%; unclassified names shown, never dropped.

Sector allocation over time · how the GICS mix & top names shifted quarter by quarter

top 5/sector, rest → “Other” · 52 quarters

FinancialsJPM, STT, C, HDB, ALL · other

Information TechnologyTSM, INTC, AAPL, INFY, GE · other

IndustrialsRYAAY, DOV, SNA, GD, FLR · other

Consumer DiscretionaryMCK, WHR, VFC, KSS, LEA · other

Health CareJNJ, BMY, HCA, ABBV, LLY · other

EnergyCOP, CVX, MPC, MUR, XOM · other

Consumer StaplesCVS, SJM, STZ, ADM, KO · other

UtilitiesETR, AEP, PEG, NRG, CNP · other

MaterialsNUE, KMB, NWL, IP, FCX · other

Communication ServicesCMCSA, LUMN, VZ, WBD, DIS · other

Real EstateSPG, WELL, AVB, DOC, EQR · other

UnclassifiedICLR, ST JUDE MED INC, ENSCO PLC, AMERICAN INTL GROUP, The Allstate Corporation · other

Sector is classified on each name's CURRENT fundamentals, not point-in-time — apparent sector drift can reflect the market re-rating a holding, not a manager trade. 13F is a lagged quarterly snapshot of long positions in US-listed securities only — foreign companies held via a US listing or ADR ARE included, but shares listed only on non-US exchanges (plus shorts, options and cash) are not. Latest quarter: 92.7% of the book is sector-classified (unclassified names shown, never dropped).

Style box · size × value-growth placement of the reported book (2026-Q1), classified on current fundamentals (not point-in-time) — load it into PORT to overlay your own portfolio

holdings, colored by sector (81 classified)HUDSON EDGE INVESTMENT PARTNERS INC. centroid (Mid Core)

FinancialsIndustrialsHealth CareConsumer DiscretionaryInformation TechnologyConsumer StaplesCommunication ServicesReal EstateUtilitiesEnergyMaterials

Style box summary for HUDSON EDGE INVESTMENT PARTNERS INC.: centroid Mid Core. Heaviest cells: Large Value 15.9%, Mid Value 11.6%, Mid Core 9.4%.

Classified: 54.6% of book weight (81/101 names) · unclassified 45.4%: TSM, INFY, RYAAY, HDB, ICLR, STZ, IWF, EFA, SCHG, AHCO +10 more. Size: cap 70/20/10 bands; style: value/growth composite on our own metrics — not Morningstar's model.

Contribution holdings-based, any period

No contribution data for this period.

Holdings· 101 positions (2026-Q1) · largest first · Δ vs 2025-Q4

#	Security	Shares	Value	Weight	Δ QoQ
1	TSMTAIWAN SEMICONDUCTOR MFG LTD	242,343	$82M	12.0%	ADD 3%
2	INFYINFOSYS LTD	4,452,990	$60M	8.8%	ADD 56%
3	RYAAYRYANAIR HOLDINGS PLC	977,250	$56M	8.3%	ADD 3%
4	HDBHDFC BANK LTD	2,033,200	$51M	7.4%	ADD 36%
5	ICLRICON PLC	319,003	$35M	5.2%	ADD 22%
6	WBDWARNER BROS DISCOVERY INC	381,878	$10M	1.5%	HOLD
7	OKEONEOK INC NEW	102,623	$9M	1.4%	HOLD
8	DOVDOVER CORP	42,313	$9M	1.3%	HOLD
9	JNJJOHNSON & JOHNSON	35,708	$9M	1.3%	TRIM −18%
10	COPCONOCOPHILLIPS	65,408	$9M	1.3%	TRIM −20%
11	CCITIGROUP INC	75,164	$9M	1.2%	TRIM −14%
12	BMYBRISTOL-MYERS SQUIBB CO	138,879	$8M	1.2%	TRIM −18%
13	EOGEOG RES INC	58,110	$8M	1.2%	TRIM −13%
14	JPMJPMORGAN CHASE & CO	27,888	$8M	1.2%	HOLD
15	SNASNAP ON INC	22,577	$8M	1.2%	HOLD
16	MTBM & T BK CORP	39,199	$8M	1.2%	HOLD
17	LMTLOCKHEED MARTIN CORP	13,074	$8M	1.2%	TRIM −22%
18	MDTMEDTRONIC PLC	89,509	$8M	1.1%	ADD 19%
19	DGDOLLAR GEN CORP	65,192	$8M	1.1%	ADD 13%
20	PEPPEPSICO INC	49,608	$8M	1.1%	NEW
21	ACNACCENTURE PLC IRELAND	38,787	$8M	1.1%	ADD 26%
22	STTSTATE STR CORP	60,760	$8M	1.1%	HOLD
23	UDRUDR INC	227,336	$8M	1.1%	ADD 4%
24	STZCONSTELLATION BRANDS INC	50,323	$8M	1.1%	ADD 5%
25	HCAHCA HEALTHCARE INC	15,950	$8M	1.1%	HOLD
26	CVSCVS HEALTH CORP	104,865	$8M	1.1%	ADD 11%
27	URIUNITED RENTALS INC	10,289	$7M	1.1%	ADD 21%
28	GPCGENUINE PARTS CO	70,856	$7M	1.1%	ADD 33%
29	SJMSMUCKER J M CO	77,662	$7M	1.1%	ADD 7%
30	SPGSIMON PPTY GROUP INC NEW	39,981	$7M	1.1%	HOLD
31	HDHOME DEPOT INC	22,631	$7M	1.1%	ADD 9%
32	HUBBHUBBELL INC	15,144	$7M	1.1%	TRIM −11%
33	CORCENCORA INC	23,496	$7M	1.1%	ADD 6%
34	HBANHUNTINGTON BANCSHARES INC	470,518	$7M	1.1%	HOLD
35	AEPAMERICAN ELEC PWR CO INC	56,072	$7M	1.1%	TRIM −11%
36	DUKDUKE ENERGY CORP NEW	55,737	$7M	1.1%	TRIM −12%
37	CMCSACOMCAST CORP NEW	254,002	$7M	1.1%	ADD 11%
38	OREALTY INCOME CORP	119,043	$7M	1.1%	ADD 23%
39	NUENUCOR CORP	42,383	$7M	1.0%	TRIM −11%
40	AFLAFLAC INC	64,950	$7M	1.0%	HOLD
41	ABBVABBVIE INC	32,743	$7M	1.0%	ADD 7%
42	METMETLIFE INC	100,066	$7M	1.0%	HOLD
43	BDXBECTON DICKINSON & CO	44,745	$7M	1.0%	ADD 5%
44	CSCOCISCO SYS INC	89,149	$7M	1.0%	HOLD
45	IBMINTERNATIONAL BUSINESS MACHS	28,281	$7M	1.0%	ADD 26%
46	OMCOMNICOM GROUP INC	90,776	$7M	1.0%	ADD 6%
47	FISVFISERV INC	118,898	$7M	1.0%	ADD 18%
48	ADBEADOBE INC	27,079	$7M	1.0%	NEW
49	KHCKRAFT HEINZ CO	285,939	$6M	0.9%	ADD 10%
50	AMATAPPLIED MATLS INC	17,044	$6M	0.9%	TRIM −39%
51	COFCAPITAL ONE FINL CORP	31,583	$6M	0.8%	TRIM −2%
52	IWFISHARES TR	12,890	$5M	0.8%	NEW
53	AMCRAMCOR PLC ORD	118,545	$5M	0.7%	TRIM −80%
54	EFAISHARES TR	47,196	$5M	0.7%	NEW
55	MPCMARATHON PETE CORP	7,253	$2M	0.3%	TRIM −77%
56	PBPROSPERITY BANCSHARES INC	21,674	$1M	0.2%	TRIM −5%
57	HOMBHOME BANCSHARES INC	53,977	$1M	0.2%	HOLD
58	SCHGSCHWAB U.S. LARGE-CAP GROWTH ETF	49,466	$1M	0.2%	NEW
59	AHCOADAPTHEALTH CORP	113,679	$1M	0.2%	ADD 84%
60	AGMFEDERAL AGRIC MTG CORP	7,062	$1M	0.2%	ADD 18%
61	BRCBRADY CORP	12,763	$1M	0.2%	TRIM −13%
62	BCBRUNSWICK CORP	14,089	$1M	0.1%	ADD 20%
63	TMHCTAYLOR MORRISON HOME CORP	17,405	$1M	0.1%	ADD 17%
64	ACWXISHARES TR	14,722	$1M	0.1%	NEW
65	OLLIOLLIES BARGAIN OUTLET HLDGS	10,382	$955,559	0.1%	ADD 57%
66	VVVVALVOLINE INC	28,363	$955,266	0.1%	ADD 2%
67	STSENSATA TECHNOLOGIES HLDG PL	26,994	$950,729	0.1%	NEW
68	ENSENERSYS	5,393	$936,872	0.1%	TRIM −7%
69	WCCWESCO INTL INC	3,344	$914,985	0.1%	ADD 22%
70	BDCBELDEN INC	7,665	$880,172	0.1%	ADD 10%
71	MKSIMKS INSTRUMENT INC	3,813	$876,266	0.1%	TRIM −40%
72	LFUSLITTELFUSE INC	2,577	$874,505	0.1%	NEW
73	RRXREGAL REXNORD CORPORATION	4,639	$868,699	0.1%	TRIM −35%
74	WHDCACTUS INC	18,285	$866,160	0.1%	TRIM −33%
75	ROCKGIBRALTAR INDS INC	21,691	$864,820	0.1%	ADD 23%
76	MGRCMCGRATH RENTCORP	7,713	$850,590	0.1%	ADD 125%
77	BLBDBLUE BIRD CORP	14,668	$832,996	0.1%	NEW
78	LXPLXP INDUSTRIAL TRUST	17,936	$829,719	0.1%	NEW
79	KNXKNIGHT-SWIFT TRANSN HLDGS IN	14,253	$820,688	0.1%	ADD 12%
80	SLMSLM CORP	38,308	$820,174	0.1%	HOLD
81	STAGSTAG INDL INC	22,702	$818,634	0.1%	ADD 21%
82	HRHEALTHCARE RLTY TR	46,481	$789,712	0.1%	NEW
83	IBCPINDEPENDENT BK CORP MICH	20,979	$698,601	0.1%	TRIM −39%
84	ALGALAMO GROUP INC	4,127	$680,831	0.1%	TRIM −9%
85	ACWIISHARES TR	4,910	$679,397	0.1%	NEW
86	OSBCOLD SECOND BANCORP INC ILL	32,082	$646,773	0.1%	TRIM −45%
87	IOSPINNOSPEC INC	8,373	$611,396	0.1%	ADD 94%
88	IEMGISHARES INC	8,750	$610,313	0.1%	NEW
89	PFFISHARES TR	17,431	$528,508	0.1%	NEW
90	NMIHNMI HLDGS INC	12,787	$479,640	0.1%	TRIM −38%
91	CACICACI INTL INC	827	$449,780	0.1%	TRIM −51%
92	EVREVERCORE INC	1,341	$400,302	0.1%	TRIM −51%
93	PRGSPROGRESS SOFTWARE CORP	15,180	$389,367	0.1%	TRIM −41%
94	VSNTVERSANT MEDIA GROUP INC	9,049	$334,994	0.0%	NEW
95	GTLSCHART INDS INC	1,485	$307,024	0.0%	TRIM −20%
96	PRGPROG HOLDINGS INC	10,388	$298,032	0.0%	TRIM −47%
97	RSPINVESCO EXCHANGE TRADED FD T	1,153	$221,284	0.0%	NEW
98	CWCURTISS WRIGHT CORP	317	$215,915	0.0%	TRIM −50%
99	EXLSEXLSERVICE HOLDINGS INC	5,915	$180,112	0.0%	TRIM −75%
100	NSANATIONAL STORAGE AFFILIATES	4,221	$159,301	0.0%	TRIM −79%
101	IJRISHARES TR	685	$85,152	0.0%	NEW

Position trends· top 15 holdings · shares held over 6 quarters

green added · red trimmed

Security

2024-Q4

2025-Q1

2025-Q2

2025-Q3

2025-Q4

2026-Q1

Latest value

TSMTAIWAN SEMICONDUCTOR MFG LTD

218K

215K

237K

236K

242K

$82M

INFYINFOSYS LTD

—

2.8M

4.5M

$60M

RYAAYRYANAIR HOLDINGS PLC

981K

968K

954K

957K

950K

977K

$56M

HDBHDFC BANK LTD

868K

857K

751K

1.5M

2.0M

$51M

ICLRICON PLC

184K

182K

179K

201K

260K

319K

$35M

WBDWARNER BROS DISCOVERY INC

520K

512K

566K

355K

382K

$10M

OKEONEOK INC NEW

54K

53K

65K

88K

104K

103K

$9M

DOVDOVER CORP

34K

33K

36K

40K

43K

42K

$9M

JNJJOHNSON & JOHNSON

49K

40K

43K

44K

36K

$9M

COPCONOCOPHILLIPS

50K

49K

51K

59K

82K

65K

$9M

CCITIGROUP INC

122K

105K

107K

95K

87K

75K

$9M

BMYBRISTOL-MYERS SQUIBB CO

128K

114K

132K

145K

169K

139K

$8M

EOGEOG RES INC

41K

40K

41K

47K

66K

58K

$8M

JPMJPMORGAN CHASE & CO

43K

30K

28K

$8M

SNASNAP ON INC

20K

22K

23K

$8M

Shares reported each quarter by the largest current holdings. Green = added vs the prior filing of that name, red = trimmed, grey = roughly held; a dash is a quarter with no 13F on file (a gap is skipped, not read as an exit). 13F is filed up to 45 days after quarter-end. Up to 40 quarters (10 years) available — use the selector above.

☆HUDSON EDGE INVESTMENT PARTNERS INC.