Fund HoldingsHUDSON EDGE INVESTMENT PARTNERS INC.

Total Portfolio Value
$539.41M
Total Bought
$32.63M
Total Sold
$35.18M
Net Transaction
-$2.55M
Filing Period:
Securities
SharesValue ($K)
Q2 2024
Q3 2024
Change
Q2 2024
Q3 2024
Weight (%)
Change
Oneok Inc.(OKE)058,052+58,05205,2900.98%+5,290
Medtronic Plc(MDT)044,144+44,14403,9740.74%+3,974
UDR Inc(UDR)67,853137,760+69,9072,7926,2461.16%+3,454
ACCENTURE PLC-CL A
SHS CLASS A
11,86316,274+4,4113,5995,7531.07%+2,153
Bristol-Myers Squibb Co.(BMY)0137,698+137,69807,1241.32%+7,124
Blackrock Inc.(BLK)01,766+1,76601,6770.31%+1,677
Nucor Corp.(NUE)28,92239,562+10,6404,5725,9481.10%+1,376
HCA Healthcare Inc(HCA)016,490+16,49006,7021.24%+6,702
Cencora, Inc20,08625,152+5,0664,5255,6611.05%+1,136
Metlife Inc(MET)0102,604+102,60408,4631.57%+8,463
Fiserv Inc.(FISV)037,256+37,25606,6931.24%+6,693
Taiwan Semiconductor Manufacturing(TSM)0204,855+204,855035,5776.60%+35,577
Aflac Inc.(AFL)057,538+57,53806,4331.19%+6,433
Hubbell Inc.(HUBB)015,947+15,94706,8311.27%+6,831
International Business Machines Corp.(IBM)031,964+31,96407,0671.31%+7,067
Quest Diagnostics Inc.(DGX)031,700+31,70004,9210.91%+4,921
Capital One Financial Corp.(COF)043,278+43,27806,4801.20%+6,480
Genuine Parts Co.(GPC)042,972+42,97206,0021.11%+6,002
Johnson & Johnson(JNJ)49,92548,833-1,0927,2977,9141.47%+617
Berry Global Group Inc079,225+79,22505,3861.00%+5,386
Kraft Heinz Co(KHC)0186,137+186,13706,5351.21%+6,535
M & T Bank Corp(MTB)035,450+35,45006,3141.17%+6,314
Constellation Brands Inc(STZ)023,764+23,76406,1241.14%+6,124
Lowe`s Cos. Inc.(LOW)011,444+11,44403,1000.57%+3,100
United Rentals Inc.(URI)08,257+8,25706,6861.24%+6,686
Home Depot Inc.(HD)015,760+15,76006,3861.18%+6,386
Dover Corp.(DOV)033,422+33,42206,4081.19%+6,408
Snap-on Inc.(SNA)021,543+21,54306,2411.16%+6,241
Cisco Systems Inc.(CSCO)131,659126,713-4,9466,2556,7441.25%+489
Henry Schein Inc.(HSIC)065,772+65,77204,7950.89%+4,795
Academy Sports and Outdoors Inc(ASO)08,087+8,08704720.09%+472
Entergy Corp.(ETR)58,49751,077-7,4206,2596,7221.25%+463
Xcel Energy Inc.(XEL)117,087102,243-14,8446,2546,6761.24%+423
State Street Corp.(STT)074,580+74,58006,5981.22%+6,598
McDonald`s Corp(MCD)09,203+9,20302,8020.52%+2,802
J.M. Smucker Co.(SJM)038,846+38,84604,7040.87%+4,704
Comcast Corp(CCZ)152,171151,831-3405,9596,3421.18%+383
Warner Bros. Discovery Inc(WBD)0480,412+480,41203,9630.73%+3,963
Interpublic Group Of Cos. Inc.0161,304+161,30405,1020.95%+5,102
Old Second Bancorporation Inc.(OSBC)19,79736,362+16,5652935670.11%+274
Hershey Company(HSY)27,84628,059+2135,1195,3811.00%+262
Piedmont Office Realty Trust Inc(PDM)024,370+24,37002460.05%+246
Regal Rexnord Corp(RRX)2,2853,188+9033095290.10%+220
APPLE INC(AAPL)11,48511,233-2522,4192,6170.49%+198
CVS Health Corp(CVS)079,115+79,11504,9750.92%+4,975
Lockheed Martin Corp.(LMT)011,299+11,29906,6051.22%+6,605
AMENTUM HOLDINGS INC05,677+5,67701830.03%+183
Blackstone Inc(BX)07,083+7,08301,0850.20%+1,085
Home Bancshares Inc(HOMB)30,39833,129+2,7317288970.17%+169
McGrath Rentcorp(MGRC)02,091+2,09102200.04%+220
Simon Property Group Inc.(SPG)041,434+41,43407,0031.30%+7,003
Lam Research Corp.(LRCX)01,902+1,90201550.03%+155
Curtiss-Wright Corp.(CW)2,5262,52606848300.15%+146
NMI Holdings Inc(NMIH)20,07820,07806838270.15%+144
Enersys(ENS)5,0836,550+1,4675266680.12%+142
PROG Holdings Inc(PRG)9,4449,44403284580.08%+130
NRG Energy Inc.(NRG)012,673+12,67301,1550.21%+1,155
Healthcare Realty Trust Inc(HR)27,91732,084+4,1674605820.11%+122
Caci International Inc.(CACI)1,6051,60506908100.15%+119
NextEra Energy Inc(NEE)8,6008,60006097270.13%+118
Wesco International Inc.(WCC)03,886+3,88606530.12%+653
Advanced Micro Devices Inc.(AMD)0693+69301140.02%+114
Hancock Whitney Corp.(HWC)11,67513,090+1,4155586700.12%+111
Progress Software Corp.(PRGS)13,66512,468-1,1977418400.16%+99
F.N.B. Corp.(FNB)35,49240,686+5,1944865740.11%+89
Visa Inc(V)07,095+7,09501,9510.36%+1,951
Jones Lang Lasalle Inc.(JLL)1,2921,29202653490.06%+83
Ingevity Corp(NGVT)015,400+15,40006010.11%+601
Abbvie Inc(ABBV)033,611+33,61106,6381.23%+6,638
HDFC Bank Ltd.(HDB)792,800816,400+23,60051,00151,0749.47%+73
Brunswick Corp.(BC)06,264+6,26405250.10%+525
SouthState Corporation3,4163,41602613320.06%+71
RYANAIR HOLDINGS PLC-SP ADR(RYAAY)0950,250+950,250042,9327.96%+42,932
SLM CORP(SLM)33,63933,63906997690.14%+70
Starwood Property Trust Inc(STWD)02,800+2,8000570.01%+57
Boston Beer Co. Inc.(SAM)01,371+1,37103960.07%+396
Maximus Inc.(MMS)7,1557,15506136670.12%+53
Johnson Controls International plc
SHS
7,1196,769-3504735250.10%+52
American Electric Power Company Inc.059,808+59,80806,1361.14%+6,136
NNN REIT Inc(NNN)12,60012,000-6005375820.11%+45
STAG Industrial Inc(STAG)014,456+14,45605650.10%+565
Knight-Swift Transportation Holdings Inc(KNX)10,41110,41105205620.10%+42
Ameris Bancorp(ABCB)10,0268,755-1,2715055460.10%+41
RTX Corp(RTX)1,9801,98001992400.04%+41
Avista Corp.(AVA)9,1269,12603163540.07%+38
Northrop Grumman Corp.(NOC)0406+40602140.04%+214
Idacorp Inc.(IDA)03,530+3,53003640.07%+364
ASGN Inc(EFOR)06,798+6,79806340.12%+634
PepsiCo Inc(PEP)09,945+9,94501,6910.31%+1,691
Cigna Group/The(CI)01,847+1,84706400.12%+640
Alamo Group Inc.03,575+3,57506440.12%+644
Citizens Financial Group Inc(CFG)0141,117+141,11705,7961.07%+5,796
Sabra Healthcare REIT Inc(SBRA)30,50226,323-4,1794704900.09%+20
Becton Dickinson And Co.(BDX)325398+7376960.02%+20
Zebra Technologies Corp.(ZBRA)0304+30401130.02%+113
Liberty Energy Inc(LBRT)25,83629,244+3,4085405580.10%+19
KB Financial Group Inc(KB)03,304+3,30402040.04%+204
Clean Harbors Inc.(CLH)01,090+1,09002630.05%+263
Carters Inc(CRI)05,372+5,37203490.06%+349
CNH Industrial NV15,93015,93001611770.03%+15
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