Hudson Edge Investment Partners Inc. reported 118 positions worth $710.70M for the quarter ended Sep 30, 2026, up 0.6% on the prior quarter. It opened 9 new positions, added to 31, trimmed 54 and exited 3. Its largest holding is Taiwan Semiconductor Manufacturing Co Ltd at 14.1% of the portfolio.
Reported 13F market value at each quarter end. A change mixes trading with price moves in the positions held.
Dollar value of shares bought and sold each quarter, at that quarter’s price. It counts trading only, not price changes.
How many positions were opened, added to, trimmed or closed each quarter.
Share of reported value in each sector at every quarter end.
| Holding | Change | Change % | Trade Value | Weight |
|---|---|---|---|---|
| SW Smurfit Westrock plc | +1.51M | – | $66.63M | 9.38% |
| MSFT Microsoft Corp | +16.5K | – | $8.48M | 1.19% |
| PEG Public Service Enterprise Group Inc | +76.4K | – | $5.14M | 0.724% |
| RYAAY Ryanair Holdings Plc | +71.6K | +7.8% | $3.94M | 7.69% |
| ADP Automatic Data Processing Inc | +13.2K | – | $3.40M | 0.479% |
| SYK Stryker Corp | +11.4K | – | $3.14M | 0.442% |
| HPE Hewlett Packard Enterprise Co | +49.1K | – | $3.14M | 0.442% |
| ICLR Icon Plc | +9,963 | +2.7% | $1.69M | 9% |
| STZ Constellation Brands, Inc. | +11.1K | +25.9% | $1.26M | 0.861% |
| INFY Infosys Ltd | +114.1K | +2.7% | $1.23M | 6.53% |
| Holding | Change | Change % | Trade Value | Weight |
|---|---|---|---|---|
| CSCO Cisco Systems, Inc. | -56.3K | -100.0% | $6.62M | Exited |
| AEP American Electric Power Co Inc | -51.8K | -99.9% | $6.15M | <0.01% |
| DUK Duke Energy CORP | -51.6K | -99.9% | $5.88M | <0.01% |
| TSM Taiwan Semiconductor Manufacturing Co Ltd | -9,000 | -3.9% | $4.11M | 14.08% |
| MET Metlife Inc | -24.6K | -26.6% | $2.32M | 0.901% |
| BDX Becton Dickinson & Co | -12.4K | -25.3% | $2.22M | 0.924% |
| SJM J M SMUCKER Co | -16.8K | -24.5% | $2.00M | 0.865% |
| JNJ Johnson & Johnson | -6,704 | -21.5% | $1.77M | 0.914% |
| STT State Street Corp | -9,729 | -21.5% | $1.70M | 0.874% |
| DG Dollar General Corp | -13.9K | -20.7% | $1.67M | 0.899% |
| Holding | Shares | Trade Value | Weight |
|---|---|---|---|
| SW Smurfit Westrock plc | +1.51M | $66.63M | 9.38% |
| MSFT Microsoft Corp | +16.5K | $8.48M | 1.19% |
| PEG Public Service Enterprise Group Inc | +76.4K | $5.14M | 0.724% |
| ADP Automatic Data Processing Inc | +13.2K | $3.40M | 0.479% |
| SYK Stryker Corp | +11.4K | $3.14M | 0.442% |
| HPE Hewlett Packard Enterprise Co | +49.1K | $3.14M | 0.442% |
| QLYS Qualys, Inc. | +3,052 | $571.33K | 0.08% |
| WSC WillScot Holdings Corp | +27.4K | $471.06K | 0.066% |
| LOAR Loar Holdings Inc. | +3,899 | $245.64K | 0.035% |
| # | Activity | ||||||||
|---|---|---|---|---|---|---|---|---|---|
| 1 | TSM Taiwan Semiconductor Manufacturing Co Ltd | Technology | 219.3K | $100.04M | 14.08% | -9,000 | -3.9% | Reduced | 0% |
| 2 | SW Smurfit Westrock plc | Basic Materials | 1.51M | $66.63M | 9.38% | +1.51M | – | New | 0.29% |
| 3 | ICLR Icon Plc | Healthcare | 376.4K | $63.99M | 9% | +9,963 | +2.7% | Added | 0.48% |
| 4 | RYAAY Ryanair Holdings Plc | Industrials | 993.2K | $54.63M | 7.69% | +71.6K | +7.8% | Added | 0.19% |
| 5 | INFY Infosys Ltd | Technology | 4.31M | $46.42M | 6.53% | +114.1K | +2.7% | Added | 0.1% |
| 6 | HDB Hdfc Bank Ltd | Financial Services | 1.97M | $44.00M | 6.19% | +52.0K | +2.7% | Added | 0.04% |
| 7 | ACN Accenture plc | Industrials | 47.4K | $8.69M | 1.22% | -7,389 | -13.5% | Reduced | 0.01% |
| 8 | MSFT Microsoft Corp | Technology | 16.5K | $8.48M | 1.19% | +16.5K | – | New | 0% |
| 9 | AMZN Amazon Com Inc | Consumer Discretionary | 32.5K | $8.09M | 1.14% | +1,152 | +3.7% | Added | 0% |
| 10 | GPC Genuine Parts Co | Consumer Discretionary | 59.6K | $7.50M | 1.06% | -9,281 | -13.5% | Reduced | 0.04% |
| 11 | EOG Eog Resources Inc | Energy | 50.4K | $6.95M | 0.977% | -3,321 | -6.2% | Reduced | 0.01% |
| 12 | BMY Bristol Myers Squibb Co | Healthcare | 111.0K | $6.93M | 0.975% | -17.4K | -13.6% | Reduced | 0.01% |
| 13 | ABBV AbbVie Inc. | Healthcare | 26.2K | $6.86M | 0.965% | -4,064 | -13.4% | Reduced | 0% |
| 14 | APH Amphenol Corp | Industrials | 80.3K | $6.77M | 0.953% | -12.7K | -13.6% | Reduced | 0% |
| 15 | COR Cencora, Inc. | Healthcare | 22.1K | $6.65M | 0.935% | -1,982 | -8.2% | Reduced | 0.01% |
Tip. Select a row to see that position’s full history at Hudson Edge Investment Partners.
As of its Q3 2026 13F filing, Hudson Edge Investment Partners Inc.’s five largest positions were Taiwan Semiconductor Manufacturing Co Ltd (TSM) at 14.1%, Smurfit Westrock plc (SW) at 9.4%, Icon Plc (ICLR) at 9.0%, Ryanair Holdings Plc (RYAAY) at 7.7%, Infosys Ltd (INFY) at 6.5% of the reported portfolio.
Hudson Edge Investment Partners Inc. reported a 13F portfolio worth $710.70M across 118 positions for Q3 2026. That is up 0.6% from the previous quarter.
Its largest purchases by value were Smurfit Westrock plc ($66.63M), Microsoft Corp ($8.48M), Public Service Enterprise Group Inc ($5.14M). It opened 9 new positions.
Its largest sales by value were Cisco Systems, Inc. ($6.62M), American Electric Power Co Inc ($6.15M), Duke Energy CORP ($5.88M). It exited 3 positions entirely.
From the Form 13F-HR reports Hudson Edge Investment Partners Inc. files with the SEC each quarter, within 45 days of quarter end. A 13F lists long positions in US-listed equities and options; it excludes short positions, cash, bonds and most non-US holdings.
13F data reflects long positions in US-listed equities and options as reported to the SEC up to 45 days after quarter end. It excludes short positions, cash, bonds and most non-US securities, so it is not a complete picture of a manager’s assets.