HUDSON EDGE INVESTMENT PARTNERS INC.

CIK 0000740272 · Q2 2026

13F Equity AUM

$732.0M

+7.0% QoQ

Positions

123

+22 QoQ

AUM Rank

#2,954

Top 34%

Skill Alpha (FF)

-2.2%/yr^ns

No Clear Edge

Rank #6,054 · Top 73%

vs S&P -3.2%/yr (unadj.)

Quarters Tracked

~12 years

Portfolio Concentration

Top 5: 44.5%Top 10: 50.3%Top 20: 61.2%

TSM14.9%

ICLR8.7%

RYAAY8.2%

HDB6.8%

INFY6.0%

WBD1.3%

SNA1.1%

APH1.1%

HBAN1.1%

URI1.1%

Others (113)49.7%

HHI (Herfindahl-Hirschman Index) measures portfolio concentration. Low (<1500) = diversified, Moderate (1500-2500), High (>2500) = concentrated bets.

Sector Allocation

Technology28.3%

Financial Services17.5%

Healthcare15.9%

Industrials15.1%

Consumer Defensive4.9%

Consumer Cyclical3.7%

Communication Services3.3%

Energy3.1%

Other8.2%

Portfolio weight by GICS sector based on latest 13F filing. Sectors below 2% are grouped as “Other.”

Position Sizing

Positions: 123Median: 0.19%Avg: 0.81%

0–0.5%

68(5.5%)

0.5–1%

20(17.9%)

1–3%

30(32.1%)

3–5%

0(0.0%)

5%+

5(44.5%)

Count of positions per weight bucket — (%) = combined portfolio weight

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Portfolio Overlap

Shared: 0Unique: 123vs 20 funds

0%Low

123

Fund positions

Consensus CUSIPs

Jaccard similarity of this fund’s portfolio vs the consensus of top 20 funds by AUM. Low (<15%) = contrarian, Moderate (15-40%), High (>40%) = follows the crowd.

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Position Changes This Quarter

New29Increased36Decreased50Exited7

New Positions

APH1.1%

+46K

ALS1.1%

+33K

AMZN1.0%

+31K

RPM1.0%

+67K

EQR1.0%

+109K

BOOT0.1%

+6K

HRI0.1%

+6K

AWI0.1%

+3K

GQ90.0%

+630

RHI0.0%

+34

Increased

ICLR8.7%

+47K(+15%)

CMCSA1.0%

+43K(+17%)

IWF0.9%

+39K(+300%)

OSBC0.2%

+29K(+89%)

ACN0.9%

+16K(+41%)

AHCO0.2%

+13K(+11%)

ROCK0.2%

+10K(+48%)

OMC1.0%

+8K(+9%)

VVV0.2%

+6K(+20%)

COF1.0%

+6K(+18%)

Decreased

INFY6.0%

-252,500(-6%)

Amcor Plc0.0%

-118,515(-100%)

HDB6.8%

-115,800(-6%)

AFL0.0%

-64,917(-100%)

RYAAY8.2%

-55,700(-6%)

SPG0.0%

-39,962(-100%)

CSCO0.9%

-32,803(-37%)

WBD1.3%

-29,871(-8%)

CVS1.1%

-28,237(-27%)

SLM0.0%

-26,753(-70%)

Exited

-227,336

-17,405

-8,373

-9,049

-1,485

-10,388

-4,221

Quarter-over-quarter changes compared to prior 13F filing. New = first appearance; Exited = no longer held.

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Holdings

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