1y return+15.5%S&P 500 +20.9%
3y return+32.8%S&P 500 +68.5%
5y return+38.4%S&P 500 +74.5%
10y return+121.4%S&P 500 +256.5%
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
$100 invested in its stock picks
Since June 30, 2016: $221 against $357 in the S&P 500.2
Hudson Edge Investment Partners Inc.S&P 500 (SPY)
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| TSMTaiwan Semiconductor Manufacturing | $109.0M | 14.9% | −5.8% |
| Icon PlcCUSIP G4705A100 | $63.7M | 8.7% | +14.9% |
| RYAAYRyanair Holdings Plc-sp Adr | $59.7M | 8.2% | −5.7% |
| HDBHDFC Bank Ltd. | $49.5M | 6.8% | −5.7% |
| INFYInfosys Ltd | $44.1M | 6.0% | −5.7% |
| Warner Bros. Discovery IncCUSIP 934423104 | $9.4M | 1.3% | −7.8% |
| SNASnap-on Inc. | $8.4M | 1.1% | −7.4% |
| APHAmphenol Corp. | $8.2M | 1.1% | New |
| HBANHuntington Bancshares Inc. | $8.2M | 1.1% | −2.0% |
| URIUnited Rentals Inc. | $8.2M | 1.1% | −30.0% |
| DOVDover Corp. | $8.1M | 1.1% | −14.3% |
| GPCGenuine Parts Co. | $8.1M | 1.1% | −2.7% |
| IBMInternational Business Machines Corp. | $8.1M | 1.1% | +1.5% |
| HUBBHubbell Inc. | $8.0M | 1.1% | +1.5% |
| HDHome Depot Inc. | $7.9M | 1.1% | |
| JNJJohnson & Johnson | $7.9M | 1.1% | −12.5% |
| CVSCVS Health Corp | $7.9M | 1.1% | −26.9% |
| CCitigroup Inc | $7.9M | 1.1% | −24.8% |
| METMetlife Inc | $7.8M | 1.1% | −7.5% |
| ALLAllstate Corp (The) | $7.8M | 1.1% | New |
| DGDollar General Corp. | $7.8M | 1.1% | +3.3% |
| SJMJ.M. Smucker Co. | $7.7M | 1.1% | −11.8% |
| STTState Street Corp. | $7.7M | 1.1% | −25.4% |
| ABBVAbbvie Inc | $7.6M | 1.0% | −7.5% |
| JPMJPMorgan Chase & Co. | $7.6M | 1.0% | −16.6% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| TSMTaiwan Semiconductor Manufacturing | December 31, 2023 | +359.2% | $109.0M |
| AMATApplied Materials Inc. | June 30, 2025 | +294.9% | $7.3M |
| JPMJPMorgan Chase & Co. | June 30, 2020 | +248.0% | $7.6M |
| HUBBHubbell Inc. | December 31, 2020 | +233.7% | $8.0M |
| SNASnap-on Inc. | June 30, 2020 | +190.5% | $8.4M |
| CCitigroup Inc | June 30, 2020 | +173.9% | $7.9M |
| STTState Street Corp. | June 30, 2020 | +166.9% | $7.7M |
| ABBVAbbvie Inc | June 30, 2020 | +156.3% | $7.6M |
| URIUnited Rentals Inc. | June 30, 2023 | +154.4% | $8.2M |
| IBMInternational Business Machines Corp. | June 30, 2020 | +132.9% | $8.1M |
Sold off last quarter
- UDRUDR Inc was $7.7M
- Taylor Morrison Home CorpCUSIP 87724P106 was $1.0M
- IOSPInnospec Inc was $611K
- VSNTVersant Media Group Inc was $335K
- Chart Industries IncCUSIP 16115Q308 was $307K
- PRGPROG Holdings Inc was $298K
- National Storage Affiliates TrustCUSIP 637870106 was $159K
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +11.9% | +14.8% |
| March 31, 2026 | −7.3% | −4.6% |
| December 31, 2025 | +6.0% | +2.4% |
| September 30, 2025 | +5.0% | +7.8% |
| June 30, 2025 | +7.7% | +10.5% |
| March 31, 2025 | −1.4% | −4.6% |
| December 31, 2024 | −2.9% | +2.1% |
| September 30, 2024 | +0.1% | +5.4% |
| June 30, 2024 | −4.5% | +4.0% |
| March 31, 2024 | +10.2% | +10.0% |
| December 31, 2023 | +9.6% | +11.2% |
| September 30, 2023 | −3.5% | −3.6% |
| June 30, 2023 | +1.5% | +8.3% |
| March 31, 2023 | −0.9% | +7.0% |
| December 31, 2022 | +12.5% | +7.1% |
| September 30, 2022 | −4.6% | −5.3% |
| June 30, 2022 | −10.7% | −16.5% |
| March 31, 2022 | −0.1% | −4.9% |
| December 31, 2021 | +9.3% | +10.7% |
| September 30, 2021 | −1.0% | +0.3% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Hudson Edge Investment Partners Inc. Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=740272&type=13F-HR&dateb=&owner=include&count=40CIK 740272
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/740272/000114036126030047/Filed July 29, 2026 · accession 0001140361-26-030047