Titelia

Holdings of HUDSON EDGE INVESTMENT PARTNERS INC.

96 declared positions · as of Mar 31, 2026

Original filing · Ten largest lines: 48.4 % of the equity sleeve

Sector breakdown

  • Financials 18.6 %
  • Technology 17.4 %
  • Consumer discretionary 11.4 %
  • Health care 8.6 %
  • Industrials 5.2 %
  • Energy 4.5 %
  • Communication 3.9 %
  • Consumer staples 3.7 %
  • Real estate 2.3 %
  • Utilities 2.3 %
  • Materials 2.2 %
  • Funds 0.2 %
  • Unattributed 19.6 %

Titelia classification, company by company. The unattributed share stays visible.

Currency breakdown

  • USD 100.0 %

The quoted currency of each line, as declared.

Country breakdown

  • US 60.3 %
  • IN 17.6 %
  • TW 13.0 %
  • IE 9.0 %

Shares computed on the equity sleeve.

RankCountryLinesValueShare
1US92378.7M $60.32 %
2IN2110.7M $17.64 %
3TW181.9M $13.04 %
4IE156.5M $9.00 %

Positions

RankCompanySharesValueWeight
1Taiwan Semiconductor Manufacturing Co Ltd 242,34381.9M $
2Infosys Ltd 4,452,99060.2M $
3Ryanair Holdings PLC 977,25056.5M $
4HDFC Bank Ltd 2,033,20050.6M $
5Warner Bros Discovery Inc 381,87810.5M $
6ONEOK Inc 102,6239.3M $
7Dover Corp 42,3138.8M $
8Johnson & Johnson 35,7088.7M $
9ConocoPhillips 65,4088.6M $
10Citigroup Inc 75,1648.5M $
11Bristol-Myers Squibb Co 138,8798.4M $
12EOG Resources Inc 58,1108.4M $
13JPMorgan Chase & Co 27,8888.2M $
14Snap-on Inc 22,5778.2M $
15M&T Bank Corp 39,1998.1M $
16Lockheed Martin Corp 13,0747.9M $
17Dollar General Corp 65,1927.7M $
18PepsiCo Inc 49,6087.7M $
19State Street Corp 60,7607.7M $
20UDR Inc 227,3367.7M $
21Constellation Brands Inc 50,3237.5M $
22HCA Healthcare Inc 15,9507.5M $
23CVS Health Corp 104,8657.5M $
24United Rentals Inc 10,2897.5M $
25Genuine Parts Co 70,8567.5M $
26J M Smucker Co/The 77,6627.5M $
27Simon Property Group Inc 39,9817.5M $
28Home Depot Inc/The 22,6317.4M $
29Hubbell Inc 15,1447.4M $
30Cencora Inc 23,4967.4M $
31Huntington Bancshares Inc/OH 470,5187.4M $
32American Electric Power Co Inc 56,0727.3M $
33Duke Energy Corp 55,7377.3M $
34Comcast Corp 254,0027.3M $
35Realty Income Corp 119,0437.3M $
36Nucor Corp 42,3837.2M $
37Aflac Inc 64,9507.1M $
38AbbVie Inc 32,7437.1M $
39MetLife Inc 100,0667.1M $
40Becton Dickinson & Co 44,7457M $
41Cisco Systems, Inc. 89,1496.9M $
42International Business Machines Corp. 28,2816.9M $
43Omnicom Group Inc 90,7766.8M $
44Fiserv Inc 118,8986.6M $
45Adobe Inc 27,0796.6M $
46Kraft Heinz Co/The 285,9396.4M $
47Applied Materials Inc 17,0445.8M $
48Capital One Financial Corp 31,5835.8M $
49iShares Russell 1000 Growth ETF 12,8905.5M $
50iShares MSCI EAFE ETF 47,1964.6M $
51Marathon Petroleum Corp 7,2531.8M $
52Prosperity Bancshares Inc 21,6741.5M $
53Home BancShares Inc/AR 53,9771.5M $
54Schwab Strategic Trust 49,4661.4M $
55AdaptHealth Corp 113,6791.4M $
56Federal Agricultural Mortgage Corp 7,0621M $
57Brady Corp 12,7631M $
58Brunswick Corp/DE 14,0891M $
59Taylor Morrison Home Corp 17,4051M $
60iShares Trust 14,7221M $
61Ollie's Bargain Outlet Holdings Inc 10,382955.6K $
62Valvoline Inc 28,363955.3K $
63EnerSys 5,393936.9K $
64WESCO International Inc 3,344915K $
65Belden Inc 7,665880.2K $
66MKS Inc 3,813876.3K $
67Littelfuse Inc 2,577874.5K $
68Regal Rexnord Corp 4,639868.7K $
69Cactus Inc 18,285866.2K $
70Gibraltar Industries Inc 21,691864.8K $
71McGrath RentCorp 7,713850.6K $
72Blue Bird Corp 14,668833K $
73LXP Industrial Trust 17,936829.7K $
74Knight-Swift Transportation Holdings Inc 14,253820.7K $
75SLM Corp 38,308820.2K $
76STAG Industrial Inc 22,702818.6K $
77Healthcare Realty Trust Inc 46,481789.7K $
78Independent Bank Corp/MI 20,979698.6K $
79Alamo Group Inc 4,127680.8K $
80iShares Trust 4,910679.4K $
81Old Second Bancorp Inc 32,082646.8K $
82Innospec Inc 8,373611.4K $
83iShares Core MSCI Emerging Markets ETF 8,750610.3K $
84iShares Preferred and Income S 17,431528.5K $
85NMI Holdings Inc 12,787479.6K $
86CACI International Inc 827449.8K $
87Evercore Inc 1,341400.3K $
88Progress Software Corp 15,180389.4K $
89Versant Media Group Inc 9,049335K $
90Chart Industries Inc 1,485307K $
91PROG Holdings Inc 10,388298K $
92Invesco S&P 500 Equal Weight ETF 1,153221.3K $
93Curtiss-Wright Corp 317215.9K $
94ExlService Holdings Inc 5,915180.1K $
95National Storage Affiliates Trust 4,221159.3K $
96iShares Core S&P Small-Cap ETF 68585.2K $