Arkolith/Funds/Hudson Edge Investment Partners Inc.

Hudson Edge Investment Partners Inc.

CIK 740272
Holdings as of Jun 30, 2026·disclosed Jul 29, 2026·~29-day 13F lag·13F-HR
Active Filer

Hudson Edge Investment Partners Inc. holds a focused book of 123 stocks worth $732.0M as of Q2 2026 (disclosed Jul 29, 2026, a ~45-day 13F lag). This quarter they opened Amphenol Corp-CL A and trimmed Taiwan Semiconductor-SP ADR. Their largest long position is Taiwan Semiconductor-SP ADR at 15% of the equity book. Cloning the disclosed picks since 2025 would be +8% (+10.9%/yr). That is a simulation of the disclosed long book, not audited returns.

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Use Arkolith to show HUDSON EDGE INVESTMENT PARTNERS INC.'s latest
holdings, largest changes, and filing provenance.
Opened
29
new positions
Added to
36
existing
Trimmed
50
reduced
Sold out
7
exited

Growth of $10,000: cloning the disclosed book

If you'd copied them
+8.1%
+10.9%/yr · since Oct '25
Their reported book
+5.9%
held from quarter-end
S&P 500
+9.6%
same window
$9K$10K$10K$11K$11KOct '25Dec '25Feb '26Apr '26Jun '26Jul '26
Hudson Edge Investment Partners Inc. (copied at disclosure) S&P 500

Following at the filing date actually beat the quarter-end book by 2.2 points over this window.

Growth of $10,000 cloning Hudson Edge Investment Partners Inc.'s disclosed long 13F book, rebalanced on each filing date (so it reflects the ~45-day reporting lag, no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.

Concentration

Top-heavy: focused book

Top 5 holdings
45%
Top 10 holdings
50%
Top 20 holdings
61%

Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.

Direct sector allocation

98% mapped to company sectors

Information Technology
28%
Industrials
18%
Financials
17%
Health Care
15%
Consumer Staples
5%
Consumer Discretionary
4%
Utilities
3%
Real Estate
2%

Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.

Biggest moves: latest quarter

Estimated $ traded · quarter-end prices, no cost basis

Bought
Trimmed / exited

Holdings: largest first

Bars show each stock's share of the portfolio. Click a row for its position history.

123 positions
#SecurityValueShares% PortLast moveHistory
1Taiwan Semiconductor Manufacturing
SPONSORED ADS
$109.0M228.3K
14.9%
−5.8%
Reduced · −14K sh
2Icon Plc
SHS
$63.7M366.5K
8.7%
+15%
Added · +47K sh
3Ryanair Holdings PLC-SP ADR
SPONSORED ADS
$59.7M921.5K
8.2%
−5.7%
Reduced · −56K sh
4HDFC Bank Ltd.
SPONSORED ADS
$49.5M1.92M
6.8%
−5.7%
Reduced · −116K sh
5Infosys Ltd
SPONSORED ADR
$44.1M4.20M
6.0%
−5.7%
Reduced · −253K sh
6Warner Bros. Discovery Inc
COM SER A
$9.4M352.0K
1.3%
−7.8%
Reduced · −30K sh
7Snap-on Inc.
COM
$8.4M20.9K
1.1%
−7.4%
Reduced · −2K sh
8Amphenol Corp.
CL A
$8.2M46.5K
1.1%
New
New position
9Huntington Bancshares Inc.
COM
$8.2M460.9K
1.1%
−2.0%
Reduced · −10K sh
10United Rentals Inc.
COM
$8.2M7.2K
1.1%
−30%
Reduced · −3K sh
11Dover Corp.
COM
$8.1M36.3K
1.1%
−14%
Reduced · −6K sh
12Genuine Parts Co.
COM
$8.1M68.9K
1.1%
−2.7%
Reduced · −2K sh
13International Business Machines Corp.
COM
$8.1M28.7K
1.1%
+1.5%
Added · +419 sh
14Hubbell Inc.
COM
$8.0M15.4K
1.1%
+1.5%
Added · +234 sh
15Home Depot Inc.
COM
$7.9M22.5K
1.1%
−0.5%
Reduced · −104 sh
16Johnson & Johnson
SHS
$7.9M31.3K
1.1%
−12%
Reduced · −4K sh
17CVS Health Corp
COM
$7.9M76.6K
1.1%
−27%
Reduced · −28K sh
18Citigroup Inc
COM NEW
$7.9M56.5K
1.1%
−25%
Reduced · −19K sh
19Metlife Inc
COM
$7.8M92.6K
1.1%
−7.5%
Reduced · −7K sh
20Allstate Corp (The)
COM
$7.8M32.8K
1.1%
New
New position
21Dollar General Corp.
COM
$7.8M67.4K
1.1%
+3.3%
Added · +2K sh
22J.M. Smucker Co.
COM NEW
$7.7M68.5K
1.1%
−12%
Reduced · −9K sh
23State Street Corp.
COM
$7.7M45.3K
1.1%
−25%
Reduced · −15K sh
24Abbvie Inc
COM
$7.6M30.3K
1.0%
−7.5%
Reduced · −2K sh
25JPMorgan Chase & Co.
COM
$7.6M23.3K
1.0%
−17%
Reduced · −5K sh
26Realty Income Corp.
COM
$7.6M122.2K
1.0%
+2.6%
Added · +3K sh
27Oneok Inc.
COM
$7.5M86.6K
1.0%
−16%
Reduced · −16K sh
28M & T Bank Corp
COM
$7.5M31.6K
1.0%
−19%
Reduced · −8K sh
29RPM International Inc.
COM
$7.5M67.3K
1.0%
New
New position
30Amazon.com Inc.
COM
$7.5M31.3K
1.0%
New
New position
31Capital One Financial Corp.
COM
$7.5M37.1K
1.0%
+18%
Added · +6K sh
32Becton Dickinson And Co.
COM
$7.4M49.1K
1.0%
+9.6%
Added · +4K sh
33Bristol-Myers Squibb Co.
COM
$7.4M128.5K
1.0%
−7.5%
Reduced · −10K sh
34Equity Residential Properties Trust
SH BEN INT
$7.4M108.8K
1.0%
New
New position
35Applied Materials Inc.
COM
$7.3M10.1K
1.0%
−41%
Reduced · −7K sh
36Lockheed Martin Corp.
COM
$7.3M14.4K
1.0%
+9.8%
Added · +1K sh
37Comcast Corp
CL A
$7.3M297.0K
1.0%
+17%
Added · +43K sh
38Omnicom Group Inc.
COM
$7.2M98.7K
1.0%
+8.8%
Added · +8K sh
39American Electric Power Company Inc.
COM
$7.1M51.9K
1.0%
−7.5%
Reduced · −4K sh
40EOG Resources Inc.
COM
$7.0M53.7K
1.0%
−7.5%
Reduced · −4K sh
41Medtronic Plc
SHS
$6.8M87.3K
0.9%
−2.4%
Reduced · −2K sh
42Cencora, Inc
COM
$6.8M24.1K
0.9%
+2.7%
Added · +628 sh
43Accenture PLC-CL A
SHS CLASS A
$6.8M54.8K
0.9%
+41%
Added · +16K sh
44PepsiCo Inc
COM
$6.7M49.5K
0.9%
−0.2%
Reduced · −111 sh
45Cisco Systems Inc.
COM
$6.6M56.3K
0.9%
−37%
Reduced · −33K sh
46Kraft Heinz Co
COM
$6.6M277.7K
0.9%
−2.9%
Reduced · −8K sh
47Duke Energy Corp.
COM NEW
$6.5M51.6K
0.9%
−7.4%
Reduced · −4K sh
48Nucor Corp.
COM
$6.4M28.9K
0.9%
−32%
Reduced · −13K sh
49Ishares Russell 1000 Growth
RUS 1000 GRW ETF
$6.4M51.6K
0.9%
+300%
Added · +39K sh
50HCA Healthcare Inc
COM
$6.4M16.3K
0.9%
+2.2%
Added · +352 sh
Showing 50 of 123 positions

Filing history

As-of date vs the date the SEC received each filing

QuarterAs ofFiledPositionsValueForm
Q2 2026Jun 30, 2026Jul 29, 2026123$732.0M13F-HR
Q1 2026Mar 31, 2026Apr 27, 2026101$684.3M13F-HR
Q4 2025Dec 31, 2025Jan 27, 202687$674.9M13F-HR
Q3 2025Sep 30, 2025Oct 30, 202588$617.8M13F-HR

Data source

Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.