Fund HoldingsHUDSON EDGE INVESTMENT PARTNERS INC.

Total Portfolio Value
$430.59M
Total Bought
$430.59M
Total Sold
$306.1K
Net Transaction
+$430.28M
Filing Period:
Securities
SharesValue ($K)
Q3 2023
Q4 2023
Change
Q3 2023
Q4 2023
Weight (%)
Change
Ryanair Holdings Plc(RYAAY)0294,700+294,700039,3019.13%+39,301
Icon Plc(ICLR)0120,216+120,216034,0307.90%+34,030
Taiwan Semiconductor Manufacturing(TSM)0230,400+230,400023,9625.56%+23,962
JPMorgan Chase & Co.(JPM)051,446+51,44608,7512.03%+8,751
Metlife Inc(MET)0107,687+107,68707,1211.65%+7,121
Citigroup Inc(C)0132,295+132,29506,8051.58%+6,805
Johnson & Johnson(JNJ)043,069+43,06906,7511.57%+6,751
Simon Property Group Inc.(SPG)047,280+47,28006,7441.57%+6,744
United Rentals Inc.(URI)011,256+11,25606,4541.50%+6,454
Abbvie Inc(ABBV)041,622+41,62206,4501.50%+6,450
Citizens Financial Group Inc(CFG)0192,088+192,08806,3661.48%+6,366
NRG Energy Inc.(NRG)0122,611+122,61106,3391.47%+6,339
Capital One Financial Corp.(COF)047,420+47,42006,2181.44%+6,218
Lockheed Martin Corp.(LMT)013,685+13,68506,2031.44%+6,203
Snap-on Inc.(SNA)021,444+21,44406,1941.44%+6,194
State Street Corp.(STT)079,550+79,55006,1621.43%+6,162
International Business Machines Corp.(IBM)037,413+37,41306,1191.42%+6,119
Bristol-Myers Squibb Co.(BMY)0115,796+115,79605,9411.38%+5,941
Kraft Heinz Co(KHC)0159,646+159,64605,9041.37%+5,904
Zebra Technologies Corp.(ZBRA)021,537+21,53705,8871.37%+5,887
Constellation Brands Inc(STZ)024,156+24,15605,8401.36%+5,840
Unitedhealth Group Inc(UNH)010,983+10,98305,7821.34%+5,782
Henry Schein Inc.(HSIC)076,201+76,20105,7691.34%+5,769
CVS Health Corp(CVS)071,841+71,84105,6731.32%+5,673
M & T Bank Corp(MTB)041,018+41,01805,6231.31%+5,623
HCA Healthcare Inc(HCA)020,704+20,70405,6041.30%+5,604
Cisco Systems Inc.(CSCO)0110,785+110,78505,5971.30%+5,597
Thermo Fisher Scientific Inc.(TMO)010,426+10,42605,5341.29%+5,534
Hubbell Inc.(HUBB)016,790+16,79005,5231.28%+5,523
Emerson Electric Co.(EMR)056,525+56,52505,5021.28%+5,502
Dover Corp.(DOV)035,664+35,66405,4851.27%+5,485
Xcel Energy Inc.(XEL)087,969+87,96905,4461.26%+5,446
Interpublic Group Of Cos. Inc.0166,455+166,45505,4331.26%+5,433
Genuine Parts Co.(GPC)039,222+39,22205,4321.26%+5,432
American Electric Power Company Inc.066,767+66,76705,4231.26%+5,423
Conoco Phillips(COP)046,514+46,51405,3991.25%+5,399
Fiserv Inc.(FISV)040,481+40,48105,3771.25%+5,377
Aflac Inc.(AFL)065,096+65,09605,3701.25%+5,370
Berry Global Group Inc079,487+79,48705,3571.24%+5,357
Intel Corp.(INTC)0105,762+105,76205,3151.23%+5,315
Exxon Mobil Corp.052,604+52,60405,2591.22%+5,259
Home Depot Inc.(HD)015,007+15,00705,2011.21%+5,201
EOG Resources Inc.(EOG)042,898+42,89805,1891.20%+5,189
Coca-Cola Co(KO)086,624+86,62405,1051.19%+5,105
Quest Diagnostics Inc.(DGX)036,511+36,51105,0341.17%+5,034
Comcast Corp(CCZ)0113,932+113,93204,9961.16%+4,996
Marathon Petroleum Corp(MPC)033,640+33,64004,9911.16%+4,991
Warner Bros. Discovery Inc(WBD)0413,362+413,36204,7041.09%+4,704
J.M. Smucker Co.(SJM)033,129+33,12904,1870.97%+4,187
Dollar General Corp.(DG)029,526+29,52604,0140.93%+4,014
Hershey Company(HSY)018,789+18,78903,5030.81%+3,503
McDonald`s Corp(MCD)09,948+9,94802,9500.69%+2,950
Nucor Corp.(NUE)016,598+16,59802,8890.67%+2,889
Lowe`s Cos. Inc.(LOW)011,954+11,95402,6600.62%+2,660
APPLE INC(AAPL)012,831+12,83102,4700.57%+2,470
Visa Inc(V)07,295+7,29501,8990.44%+1,899
PepsiCo Inc(PEP)010,320+10,32001,7530.41%+1,753
Qualcomm Inc.(QCOM)012,042+12,04201,7420.40%+1,742
Lam Research Corp.(LRCX)02,117+2,11701,6580.39%+1,658
Alphabet Inc(GOOG)011,535+11,53501,6260.38%+1,626
Alphabet Inc(GOOG)09,928+9,92801,3870.32%+1,387
Blackstone Inc(BX)07,774+7,77401,0180.24%+1,018
Cigna Group/The(CI)03,109+3,10909310.22%+931
Accenture plc
SHS CLASS A
02,629+2,62909230.21%+923
Chevron Corp.(CVX)05,806+5,80608660.20%+866
Microchip Technology Inc.(MCHP)08,661+8,66107810.18%+781
Evercore Inc(EVR)04,186+4,18607160.17%+716
SLM CORP(SLM)036,950+36,95007060.16%+706
Home Bancshares Inc(HOMB)027,471+27,47106960.16%+696
Alamo Group Inc.03,151+3,15106620.15%+662
ASGN Inc(EFOR)06,798+6,79806540.15%+654
World Kinect Corp(WKC)028,315+28,31506450.15%+645
Amazon.com Inc.(AMZN)04,189+4,18906360.15%+636
LyondellBasell Industries NV
SHS - A -
06,391+6,39106080.14%+608
Progress Software Corp.(PRGS)011,159+11,15906060.14%+606
Maximus Inc.(MMS)07,155+7,15506000.14%+600
NMI Holdings Inc(NMIH)020,078+20,07805960.14%+596
Brunswick Corp.(BC)06,087+6,08705890.14%+589
Caci International Inc.(CACI)01,791+1,79105800.13%+580
Innospec Inc(IOSP)04,693+4,69305780.13%+578
STAG Industrial Inc(STAG)014,456+14,45605680.13%+568
Ingevity Corp(NGVT)011,939+11,93905640.13%+564
F.N.B. Corp.(FNB)040,462+40,46205570.13%+557
Healthcare Realty Trust Inc(HR)031,920+31,92005500.13%+550
NextEra Energy Inc(NEE)09,000+9,00005470.13%+547
Boston Beer Co. Inc.(SAM)01,547+1,54705350.12%+535
Merck & Co Inc(MRK)04,860+4,86005300.12%+530
Solaris Oilfield Infrastructure Inc(SEI)064,036+64,03605100.12%+510
Curtiss-Wright Corp.(CW)02,278+2,27805080.12%+508
Selective Insurance Group Inc.(SIGI)05,075+5,07505050.12%+505
McGrath Rentcorp(MGRC)04,190+4,19005010.12%+501
Enterprise Financial Services Corp.(EFSC)011,094+11,09404950.12%+495
AMN Healthcare Services Inc.06,548+6,54804900.11%+490
Hancock Whitney Corp.(HWC)010,088+10,08804900.11%+490
Envista Holdings Corp(NVST)020,319+20,31904890.11%+489
ChampionX Corporation016,583+16,58304840.11%+484
Carters Inc(CRI)06,361+6,36104760.11%+476
Wesco International Inc.(WCC)02,733+2,73304750.11%+475
Valvoline Inc(VVV)012,595+12,59504730.11%+473
Airbnb Inc03,435+3,43504680.11%+468
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