HUDSON EDGE INVESTMENT PARTNERS INC.

Q3 2026 13F-HR Holdings

Location
Jersey City, NJ
Holdings as of
9/30/2026
Date filed
10/28/2026
Form type
13F-HR
Num holdings
129
Total value ($000)
$727,744
Net value change ($000)
-4,226 (-0.6%)
New positions
11
Sold out positions
5
Turnover %
15.7%
Sector allocation + QoQ delta (equities-only)
Prev filing: 7/29/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q2 2026
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
SW 66,628 NEW
MSFT 8,479 NEW
ONEOK Inc 6,075 NEW
PEG 5,143 NEW
ADP 3,404 NEW
SYK 3,142 NEW
HPE 3,140 NEW
INFY 2,362 5.4%
ACN 1,871 27.5%
ADBE 662 12.2%
Top Reduces (Value $000, Stocks/ETFs)
WBD -9,377 -99.9%
TSM -8,987 -8.2%
OKE -7,525 -100.0%
AEP -7,090 -99.9%
CSCO -6,618 -100.0%
DUK -6,531 -100.0%
HDB -5,530 -11.2%
RYAAY -5,037 -8.4%
DOV -2,267 -27.9%
MTB -2,197 -29.2%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type