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☆HUDSON EDGE INVESTMENT PARTNERS INC.

CIK 0000740272 · holdings for 2026Q2 (change vs 2026Q1) · in signal universe
Quality Q
0.473
AUM ($M)
732
Positions
123
Turnover
0.13
Top-10 wt
50%
Herfindahl
0.050
History (qtrs)
6
Excess Return
—

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Quarter
Activity this period
Security type

Holdings · 130 positions · portfolio value $732M

TickerNameActivitySecurity Type WeightΔ Weight Value ($M)SharesΔ Shares Qtrs HeldExcess Return
☆TSM funds › Taiwan Semiconductor Manufacturing TRIM — 14.9% +2.9% 109.0 228,303 -14,040 0 —
☆ICLR funds › Icon Plc ADD — 8.7% +3.5% 63.7 366,477 +47,474 0 —
☆RYAAY funds › RYANAIR HOLDINGS PLC-SP ADR TRIM — 8.2% -0.1% 59.7 921,550 -55,700 0 —
☆HDB funds › HDFC Bank Ltd. TRIM — 6.8% -0.6% 49.5 1,917,400 -115,800 0 —
☆INFY funds › Infosys Ltd TRIM — 6.0% -2.8% 44.1 4,200,490 -252,500 0 —
☆WBD funds › Warner Bros. Discovery Inc TRIM — 1.3% -0.3% 9.4 352,007 -29,871 0 —
☆SNA funds › Snap-on Inc. TRIM — 1.1% -0.0% 8.4 20,904 -1,673 0 —
☆APH funds › Amphenol Corp. NEW — 1.1% +1.1% 8.2 46,494 +46,494 0 —
☆HBAN funds › Huntington Bancshares Inc. TRIM — 1.1% +0.0% 8.2 460,945 -9,573 0 —
☆URI funds › United Rentals Inc. TRIM — 1.1% +0.0% 8.2 7,203 -3,086 0 —
☆DOV funds › Dover Corp. TRIM — 1.1% -0.2% 8.1 36,256 -6,057 0 —
☆GPC funds › Genuine Parts Co. TRIM — 1.1% +0.0% 8.1 68,915 -1,941 0 —
☆IBM funds › International Business Machines Corp. ADD — 1.1% +0.1% 8.1 28,700 +419 0 —
☆HUBB funds › Hubbell Inc. ADD — 1.1% +0.0% 8.0 15,378 +234 0 —
☆HD funds › Home Depot Inc. TRIM — 1.1% -0.0% 7.9 22,527 -104 0 —
☆JNJ funds › Johnson & Johnson TRIM — 1.1% -0.2% 7.9 31,250 -4,458 0 —
☆CVS funds › CVS Health Corp TRIM — 1.1% -0.0% 7.9 76,628 -28,237 0 —
☆C funds › Citigroup Inc TRIM — 1.1% -0.2% 7.9 56,513 -18,651 0 —
☆MET funds › Metlife Inc TRIM — 1.1% +0.0% 7.8 92,606 -7,460 0 —
☆ALL funds › Allstate Corp (The) NEW — 1.1% +1.1% 7.8 32,785 +32,785 0 —
☆DG funds › Dollar General Corp. ADD — 1.1% -0.1% 7.8 67,361 +2,169 0 —
☆SJM funds › J.M. Smucker Co. TRIM — 1.1% -0.0% 7.7 68,524 -9,138 0 —
☆STT funds › State Street Corp. TRIM — 1.1% -0.1% 7.7 45,320 -15,440 0 —
☆ABBV funds › Abbvie Inc TRIM — 1.0% +0.0% 7.6 30,279 -2,464 0 —
☆JPM funds › JPMorgan Chase & Co. TRIM — 1.0% -0.2% 7.6 23,260 -4,628 0 —
☆O funds › Realty Income Corp. ADD — 1.0% -0.0% 7.6 122,177 +3,134 0 —
☆OKE funds › Oneok Inc. TRIM — 1.0% -0.3% 7.5 86,559 -16,064 0 —
☆MTB funds › M & T Bank Corp TRIM — 1.0% -0.2% 7.5 31,589 -7,610 0 —
☆RPM funds › RPM International Inc. NEW — 1.0% +1.0% 7.5 67,329 +67,329 0 —
☆AMZN funds › Amazon.com Inc. NEW — 1.0% +1.0% 7.5 31,305 +31,305 0 —
☆COF funds › Capital One Financial Corp. ADD — 1.0% +0.2% 7.5 37,142 +5,559 0 —
☆BDX funds › Becton Dickinson And Co. ADD — 1.0% -0.0% 7.4 49,053 +4,308 0 —
☆BMY funds › Bristol-Myers Squibb Co. TRIM — 1.0% -0.2% 7.4 128,460 -10,419 0 —
☆EQR funds › Equity Residential Properties Trust NEW — 1.0% +1.0% 7.4 108,814 +108,814 0 —
☆AMAT funds › Applied Materials Inc. TRIM — 1.0% +0.1% 7.3 10,136 -6,908 0 —
☆LMT funds › Lockheed Martin Corp. ADD — 1.0% -0.2% 7.3 14,353 +1,279 0 —
☆CMCSA funds › Comcast Corp ADD — 1.0% -0.1% 7.3 297,036 +43,034 0 —
☆OMC funds › Omnicom Group Inc. ADD — 1.0% -0.0% 7.2 98,745 +7,969 0 —
☆AEP funds › American Electric Power Company Inc. TRIM — 1.0% -0.1% 7.1 51,855 -4,217 0 —
☆EOG funds › EOG Resources Inc. TRIM — 1.0% -0.3% 7.0 53,742 -4,368 0 —
☆MDT funds › Medtronic Plc TRIM — 0.9% -0.2% 6.8 87,326 -2,183 0 —
☆COR funds › Cencora, Inc ADD — 0.9% -0.1% 6.8 24,124 +628 0 —
☆ACN funds › ACCENTURE PLC-CL A ADD — 0.9% -0.2% 6.8 54,754 +15,967 0 —
☆PEP funds › PepsiCo Inc TRIM — 0.9% -0.2% 6.7 49,497 -111 0 —
☆CSCO funds › Cisco Systems Inc. TRIM — 0.9% -0.1% 6.6 56,346 -32,803 0 —
☆KHC funds › Kraft Heinz Co TRIM — 0.9% -0.0% 6.6 277,680 -8,259 0 —
☆DUK funds › Duke Energy Corp. TRIM — 0.9% -0.2% 6.5 51,617 -4,120 0 —
☆NUE funds › Nucor Corp. TRIM — 0.9% -0.2% 6.4 28,884 -13,499 0 —
☆IWF funds › Ishares Russell 1000 Growth ADD — 0.9% +0.1% 6.4 51,560 +38,670 0 —
☆HCA funds › HCA Healthcare Inc ADD — 0.9% -0.2% 6.4 16,302 +352 0 —
☆COP funds › Conoco Phillips TRIM — 0.9% -0.4% 6.3 60,479 -4,929 0 —
☆FISV funds › Fiserv Inc. ADD — 0.8% -0.1% 6.1 124,027 +5,129 0 —
☆STZ funds › Constellation Brands Inc TRIM — 0.8% -0.3% 6.0 42,987 -7,336 0 —
☆ADBE funds › Adobe Inc TRIM — 0.7% -0.2% 5.4 26,539 -540 0 —
☆EFA funds › Ishares Msci Eafe HOLD — 0.7% -0.0% 4.9 47,196 +0 0 —
☆SCHG funds › Schwab Strategic Trust HOLD — 0.2% +0.0% 1.7 49,466 +0 0 —
☆BRC funds › Brady Corp. ADD — 0.2% +0.1% 1.6 17,500 +4,737 0 —
☆PB funds › Prosperity Bancshares Inc. ADD — 0.2% +0.0% 1.6 21,839 +165 0 —
☆HOMB funds › Home Bancshares Inc ADD — 0.2% -0.0% 1.6 54,357 +380 0 —
☆BLBD funds › Blue Bird Corp ADD — 0.2% +0.1% 1.5 18,870 +4,202 0 —
☆ROCK funds › Gibraltar Industries Inc. ADD — 0.2% +0.1% 1.4 32,141 +10,450 0 —
☆OSBC funds › Old Second Bancorporation Inc. ADD — 0.2% +0.1% 1.4 60,706 +28,624 0 —
☆ALG funds › Alamo Group Inc. ADD — 0.2% +0.1% 1.3 8,185 +4,058 0 —
☆VVV funds › Valvoline Inc ADD — 0.2% +0.0% 1.3 33,928 +5,565 0 —
☆AHCO funds › AdaptHealth Corp ADD — 0.2% -0.0% 1.3 126,604 +12,925 0 —
☆LFUS funds › Littelfuse Inc. ADD — 0.2% +0.0% 1.3 2,805 +228 0 —
☆ST funds › Sensata Technologies Holding Plc TRIM — 0.2% +0.0% 1.2 25,900 -1,094 0 —
☆BC funds › Brunswick Corp. ADD — 0.2% +0.0% 1.2 14,196 +107 0 —
☆OLLI funds › Ollies Bargain Outlet Holdings Inc ADD — 0.2% +0.0% 1.2 15,209 +4,827 0 —
☆AGM funds › Federal Agricultural Mortgage Corp. TRIM — 0.2% +0.0% 1.1 5,649 -1,413 0 —
☆BDC funds › Belden Inc ADD — 0.2% +0.0% 1.1 9,378 +1,713 0 —
☆ACWX funds › iShares MSCI ACWI ex U.S. HOLD — 0.2% +0.0% 1.1 14,722 +0 0 —
☆STAG funds › STAG Industrial Inc ADD — 0.1% +0.0% 1.0 27,153 +4,451 0 —
☆BOOT funds › Boot Barn Holdings Inc NEW — 0.1% +0.1% 1.0 6,235 +6,235 0 —
☆MGRC funds › McGrath Rentcorp ADD — 0.1% +0.0% 1.0 8,406 +693 0 —
☆LXP funds › LXP Industrial Trust ADD — 0.1% +0.0% 1.0 18,184 +248 0 —
☆WCC funds › Wesco International Inc. TRIM — 0.1% -0.0% 1.0 2,809 -535 0 —
☆IBCP funds › Independent Bank Corporation (Ionia MI) ADD — 0.1% +0.0% 1.0 26,424 +5,445 0 —
☆HR funds › Healthcare Realty Trust Inc ADD — 0.1% +0.0% 0.9 46,835 +354 0 —
☆ENS funds › Enersys TRIM — 0.1% -0.0% 0.9 3,916 -1,477 0 —
☆HRI funds › Herc Holdings Inc NEW — 0.1% +0.1% 0.9 6,173 +6,173 0 —
☆MKSI funds › MKS Instruments Inc. TRIM — 0.1% -0.0% 0.9 1,947 -1,866 0 —
☆KNX funds › Knight-Swift Transportation Holdings Inc TRIM — 0.1% -0.0% 0.9 11,004 -3,249 0 —
☆ACWI funds › iShares MSCI All Country World HOLD — 0.1% +0.0% 0.8 4,910 +0 0 —
☆WHD funds › Cactus Inc TRIM — 0.1% -0.0% 0.7 14,498 -3,787 0 —
☆IEMG funds › iShares Core MSCI Emerging Markets HOLD — 0.1% +0.0% 0.7 8,750 +0 0 —
☆EVR funds › Evercore Inc ADD — 0.1% +0.0% 0.7 2,008 +667 0 —
☆RRX funds › Regal Rexnord Corp TRIM — 0.1% -0.0% 0.7 2,757 -1,882 0 —
☆AWI funds › Armstrong World Industries Inc. NEW — 0.1% +0.1% 0.5 3,401 +3,401 0 —
☆PFF funds › IShares Preferred ETF HOLD — 0.1% -0.0% 0.5 17,431 +0 0 —
☆CACI funds › Caci International Inc. ADD — 0.1% -0.0% 0.5 994 +167 0 —
☆NMIH funds › NMI Holdings Inc TRIM — 0.1% -0.0% 0.4 9,149 -3,638 0 —
☆SLM funds › SLM CORP TRIM — 0.0% -0.1% 0.3 11,555 -26,753 0 —
☆RSP funds › Invesco Capital Management LLC HOLD — 0.0% +0.0% 0.2 1,153 +0 0 —
☆CW funds › Curtiss-Wright Corp. ADD — 0.0% +0.0% 0.2 319 +2 0 —
☆GLD funds › SPDR GOLD TRUST NEW — 0.0% +0.0% 0.2 630 +630 0 —
☆PRGS funds › Progress Software Corp. TRIM — 0.0% -0.0% 0.1 3,948 -11,232 0 —
☆IJR funds › ISHARES Tr S&P SM CAP 600 Index HOLD — 0.0% +0.0% 0.1 685 +0 0 —
☆EXLS funds › Exlservice Hldgs Inc TRIM — 0.0% -0.0% 0.1 3,411 -2,504 0 —
☆JBL funds › Jabil Inc NEW — 0.0% +0.0% 0.0 19 +19 0 —
☆MPC funds › Marathon Petroleum Corp TRIM — 0.0% -0.3% 0.0 21 -7,232 0 —
☆FFIV funds › F5 Inc NEW — 0.0% +0.0% 0.0 11 +11 0 —
☆ARW funds › Arrow Electronics Inc. NEW — 0.0% +0.0% 0.0 20 +20 0 —
☆SPG funds › Simon Property Group Inc. TRIM — 0.0% -1.1% 0.0 19 -39,962 0 —
☆JAZZ funds › Jazz Pharmaceuticals plc NEW — 0.0% +0.0% 0.0 17 +17 0 —
☆PCAR funds › Paccar Inc. NEW — 0.0% +0.0% 0.0 33 +33 0 —
☆AFL funds › Aflac Inc. TRIM — 0.0% -1.0% 0.0 33 -64,917 0 —
☆CRUS funds › Cirrus Logic Inc. NEW — 0.0% +0.0% 0.0 23 +23 0 —
☆APLE funds › Apple Hospitality REIT Inc NEW — 0.0% +0.0% 0.0 182 +182 0 —
☆OHI funds › Omega Healthcare Investors Inc. NEW — 0.0% +0.0% 0.0 61 +61 0 —
☆CUSIP:127097103 funds › Coterra Energy Inc NEW — 0.0% +0.0% 0.0 86 +86 0 —
☆MAA funds › Mid-America Apartment Communities Inc. NEW — 0.0% +0.0% 0.0 20 +20 0 —
☆HSIC funds › Henry Schein Inc. NEW — 0.0% +0.0% 0.0 32 +32 0 —
☆PNW funds › Pinnacle West Capital Corp. NEW — 0.0% +0.0% 0.0 24 +24 0 —
☆AVY funds › Avery Dennison Corp. NEW — 0.0% +0.0% 0.0 14 +14 0 —
☆OGE funds › Oge Energy Corp. NEW — 0.0% +0.0% 0.0 44 +44 0 —
☆UHS funds › Universal Health Services Inc. NEW — 0.0% +0.0% 0.0 14 +14 0 —
☆ZBRA funds › Zebra Technologies Corp. NEW — 0.0% +0.0% 0.0 7 +7 0 —
☆AMCR funds › Amcor Plc TRIM — 0.0% -0.7% 0.0 30 -118,515 0 —
☆TAP funds › Molson Coors Beverage Company NEW — 0.0% +0.0% 0.0 30 +30 0 —
☆HELE funds › Helen of Troy Ltd NEW — 0.0% +0.0% 0.0 40 +40 0 —
☆RHI funds › Robert Half Inc NEW — 0.0% +0.0% 0.0 34 +34 0 —
☆INMD funds › INMODE LTD NEW — 0.0% +0.0% 0.0 60 +60 0 —
☆TMHC funds › Taylor Morrison Home Corp EXIT — 0.0% -0.1% 0.0 0 -17,405 0 —
☆PRG funds › PROG Holdings Inc EXIT — 0.0% -0.0% 0.0 0 -10,388 0 —
☆UDR funds › UDR Inc EXIT — 0.0% -1.1% 0.0 0 -227,336 0 —
☆VSNT funds › VERSANT MEDIA GROUP INC EXIT — 0.0% -0.0% 0.0 0 -9,049 0 —
☆IOSP funds › Innospec Inc EXIT — 0.0% -0.1% 0.0 0 -8,373 0 —
☆NSA funds › National Storage Affiliates Trust EXIT — 0.0% -0.0% 0.0 0 -4,221 0 —
☆GTLS funds › Chart Industries Inc EXIT — 0.0% -0.0% 0.0 0 -1,485 0 —

Point-in-time history

Each row is this fund as of that period, not as of today — what the scoring for that quarter actually saw.
PeriodAUM ($M)Positions TurnoverTop-10 wtHerfindahl Quality Q Skill Universe
2026Q2 732 123 0.13 50% 0.050 0.471 — in
2026Q1 684 101 0.09 48% 0.043 0.542 — in
2025Q4 675 87 0.07 51% 0.045 0.549 — in
2025Q3 618 88 0.06 49% 0.042 0.544 — in
2025Q2 584 91 0.15 49% 0.043 0.410 — entered
2025Q1 492 101 0.00 42% 0.038 0.000 — out
Long US-equity 13F disclosures only · up to 45-day reporting lag · sells = reduce/avoid, not short. JSON: /api/signals · /api/funds · /api/status