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.
The public view is the crawlable proof. The same sourced dataset is available through REST and MCP for agents, research scripts, and back-office tools.
This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/740272/holdings"
Use Arkolith to show HUDSON EDGE INVESTMENT PARTNERS INC.'s latest holdings, largest changes, and filing provenance.
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.
Top-heavy: focused book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
98% mapped to company sectors
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.
Estimated $ traded · quarter-end prices, no cost basis
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Taiwan Semiconductor Manufacturing SPONSORED ADS | $109.0M | 228.3K | 14.9% | ▼−5.8% Reduced · −14K sh | |
| 2 | Icon Plc SHS | $63.7M | 366.5K | 8.7% | ▲+15% Added · +47K sh | |
| 3 | Ryanair Holdings PLC-SP ADR SPONSORED ADS | $59.7M | 921.5K | 8.2% | ▼−5.7% Reduced · −56K sh | |
| 4 | HDFC Bank Ltd. SPONSORED ADS | $49.5M | 1.92M | 6.8% | ▼−5.7% Reduced · −116K sh | |
| 5 | Infosys Ltd SPONSORED ADR | $44.1M | 4.20M | 6.0% | ▼−5.7% Reduced · −253K sh | |
| 6 | Warner Bros. Discovery Inc COM SER A | $9.4M | 352.0K | 1.3% | ▼−7.8% Reduced · −30K sh | |
| 7 | Snap-on Inc. COM | $8.4M | 20.9K | 1.1% | ▼−7.4% Reduced · −2K sh | |
| 8 | Amphenol Corp. CL A | $8.2M | 46.5K | 1.1% | ▲New New position | |
| 9 | Huntington Bancshares Inc. COM | $8.2M | 460.9K | 1.1% | ▼−2.0% Reduced · −10K sh | |
| 10 | United Rentals Inc. COM | $8.2M | 7.2K | 1.1% | ▼−30% Reduced · −3K sh | |
| 11 | Dover Corp. COM | $8.1M | 36.3K | 1.1% | ▼−14% Reduced · −6K sh | |
| 12 | Genuine Parts Co. COM | $8.1M | 68.9K | 1.1% | ▼−2.7% Reduced · −2K sh | |
| 13 | International Business Machines Corp. COM | $8.1M | 28.7K | 1.1% | ▲+1.5% Added · +419 sh | |
| 14 | Hubbell Inc. COM | $8.0M | 15.4K | 1.1% | ▲+1.5% Added · +234 sh | |
| 15 | Home Depot Inc. COM | $7.9M | 22.5K | 1.1% | ▼−0.5% Reduced · −104 sh | |
| 16 | Johnson & Johnson SHS | $7.9M | 31.3K | 1.1% | ▼−12% Reduced · −4K sh | |
| 17 | CVS Health Corp COM | $7.9M | 76.6K | 1.1% | ▼−27% Reduced · −28K sh | |
| 18 | Citigroup Inc COM NEW | $7.9M | 56.5K | 1.1% | ▼−25% Reduced · −19K sh | |
| 19 | Metlife Inc COM | $7.8M | 92.6K | 1.1% | ▼−7.5% Reduced · −7K sh | |
| 20 | Allstate Corp (The) COM | $7.8M | 32.8K | 1.1% | ▲New New position | |
| 21 | Dollar General Corp. COM | $7.8M | 67.4K | 1.1% | ▲+3.3% Added · +2K sh | |
| 22 | J.M. Smucker Co. COM NEW | $7.7M | 68.5K | 1.1% | ▼−12% Reduced · −9K sh | |
| 23 | State Street Corp. COM | $7.7M | 45.3K | 1.1% | ▼−25% Reduced · −15K sh | |
| 24 | Abbvie Inc COM | $7.6M | 30.3K | 1.0% | ▼−7.5% Reduced · −2K sh | |
| 25 | JPMorgan Chase & Co. COM | $7.6M | 23.3K | 1.0% | ▼−17% Reduced · −5K sh | |
| 26 | Realty Income Corp. COM | $7.6M | 122.2K | 1.0% | ▲+2.6% Added · +3K sh | |
| 27 | Oneok Inc. COM | $7.5M | 86.6K | 1.0% | ▼−16% Reduced · −16K sh | |
| 28 | M & T Bank Corp COM | $7.5M | 31.6K | 1.0% | ▼−19% Reduced · −8K sh | |
| 29 | RPM International Inc. COM | $7.5M | 67.3K | 1.0% | ▲New New position | |
| 30 | Amazon.com Inc. COM | $7.5M | 31.3K | 1.0% | ▲New New position | |
| 31 | Capital One Financial Corp. COM | $7.5M | 37.1K | 1.0% | ▲+18% Added · +6K sh | |
| 32 | Becton Dickinson And Co. COM | $7.4M | 49.1K | 1.0% | ▲+9.6% Added · +4K sh | |
| 33 | Bristol-Myers Squibb Co. COM | $7.4M | 128.5K | 1.0% | ▼−7.5% Reduced · −10K sh | |
| 34 | Equity Residential Properties Trust SH BEN INT | $7.4M | 108.8K | 1.0% | ▲New New position | |
| 35 | Applied Materials Inc. COM | $7.3M | 10.1K | 1.0% | ▼−41% Reduced · −7K sh | |
| 36 | Lockheed Martin Corp. COM | $7.3M | 14.4K | 1.0% | ▲+9.8% Added · +1K sh | |
| 37 | Comcast Corp CL A | $7.3M | 297.0K | 1.0% | ▲+17% Added · +43K sh | |
| 38 | Omnicom Group Inc. COM | $7.2M | 98.7K | 1.0% | ▲+8.8% Added · +8K sh | |
| 39 | American Electric Power Company Inc. COM | $7.1M | 51.9K | 1.0% | ▼−7.5% Reduced · −4K sh | |
| 40 | EOG Resources Inc. COM | $7.0M | 53.7K | 1.0% | ▼−7.5% Reduced · −4K sh | |
| 41 | Medtronic Plc SHS | $6.8M | 87.3K | 0.9% | ▼−2.4% Reduced · −2K sh | |
| 42 | Cencora, Inc COM | $6.8M | 24.1K | 0.9% | ▲+2.7% Added · +628 sh | |
| 43 | Accenture PLC-CL A SHS CLASS A | $6.8M | 54.8K | 0.9% | ▲+41% Added · +16K sh | |
| 44 | PepsiCo Inc COM | $6.7M | 49.5K | 0.9% | ▼−0.2% Reduced · −111 sh | |
| 45 | Cisco Systems Inc. COM | $6.6M | 56.3K | 0.9% | ▼−37% Reduced · −33K sh | |
| 46 | Kraft Heinz Co COM | $6.6M | 277.7K | 0.9% | ▼−2.9% Reduced · −8K sh | |
| 47 | Duke Energy Corp. COM NEW | $6.5M | 51.6K | 0.9% | ▼−7.4% Reduced · −4K sh | |
| 48 | Nucor Corp. COM | $6.4M | 28.9K | 0.9% | ▼−32% Reduced · −13K sh | |
| 49 | Ishares Russell 1000 Growth RUS 1000 GRW ETF | $6.4M | 51.6K | 0.9% | ▲+300% Added · +39K sh | |
| 50 | HCA Healthcare Inc COM | $6.4M | 16.3K | 0.9% | ▲+2.2% Added · +352 sh |
As-of date vs the date the SEC received each filing
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.