Hudson-Edge-Investment-Partners

AI_NATIVE detailed information: This accession holds the following tickers:[
  "OSBC",
  "IOSP",
  "IBCP",
  "RRX",
  "STRL",
  "OLLI",
  "PRGS",
  "ACN",
  "ABBV",
  "JBSS",
  "NMIH",
  "NGVT",
  "ASGN",
  "GOOGL",
  "ASO",
  "LXP",
  "COF",
  "DUK",
  "MGRC",
  "RYAAY",
  "EOG",
  "SIGI",
  "HD",
  "MATV",
  "AGM",
  "HUBB",
  "EMR",
  "MPC",
  "MDT",
  null,
  "MSFT",
  null,
  "EVR",
  "GPC",
  "ICLR",
  "HSY",
  "DG",
  "KHC",
  "NOC",
  "OKE",
  "INTC",
  "LMT",
  "KB",
  "SPG",
  "SNA",
  "IBM",
  "CI",
  "MET",
  "ALG",
  "HOMB",
  "STAG",
  "NSA",
  "HR",
  "PRG",
  "TSM",
  null,
  "SLM",
  "AFL",
  "FI",
  "DOV",
  "VVV",
  "AEP",
  "NVST",
  "IPG",
  "AMZN",
  "HCA",
  "HDB",
  "HBAN",
  "WBD",
  "WCC",
  "XEL",
  "WKC",
  "ENS",
  "MTB",
  "KNX",
  "SJM",
  "PB",
  "UDR",
  "NUE",
  "AVA",
  null,
  "BDX",
  "BMY",
  "BRC",
  "BC",
  "CACI",
  "CHX",
  "GTLS",
  "CSCO",
  "CLH",
  "C",
  "CMCSA",
  "COP",
  "STZ",
  "CVS",
  "CW",
  "DLX",
  "STT",
  "JNJ",
  "URI",
  "JPM"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-04-28
Total Holdings: 101
Total Value: 491841744
Accession Number: 0001140361-25-015977
Form Type: 13F-HR
CIK: hudson-edge-investment-partners
Manager Name: Hudson-Edge-Investment-Partners

Data Enrichment

96% identified

97 identified4 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

101 positions • $491.8M total value

101 positions • $491.8M total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

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Kraft Heinz Co

Shares:216.1K

Value:$6.6M

% of Portfolio:1.3% ($6.6M/$491.8M)

AMERICAN ELECTRIC POWER CO INC

Shares:59.8K

Value:$6.5M

% of Portfolio:1.3% ($6.5M/$491.8M)

AbbVie Inc.

Shares:30.3K

Value:$6.3M

% of Portfolio:1.3% ($6.3M/$491.8M)

LOCKHEED MARTIN CORP

Shares:14.2K

Value:$6.3M

% of Portfolio:1.3% ($6.3M/$491.8M)

Duke Energy CORP

Shares:51.8K

Value:$6.3M

% of Portfolio:1.3% ($6.3M/$491.8M)

CAPITAL ONE FINANCIAL CORP

Shares:35.1K

Value:$6.3M

% of Portfolio:1.3% ($6.3M/$491.8M)

NUCOR CORP

Shares:52.2K

Value:$6.3M

% of Portfolio:1.3% ($6.3M/$491.8M)

COMCAST CORP

CMCSA|20030N101

Shares:170.3K

Value:$6.3M

% of Portfolio:1.3% ($6.3M/$491.8M)

UDR, Inc.

Shares:139.1K

Value:$6.3M

% of Portfolio:1.3% ($6.3M/$491.8M)

UNITED RENTALS, INC.

Shares:9.9K

Value:$6.2M

% of Portfolio:1.3% ($6.2M/$491.8M)

XCEL ENERGY INC

Shares:86.8K

Value:$6.1M

% of Portfolio:1.2% ($6.1M/$491.8M)

Medtronic plc

Shares:67.8K

Value:$6.1M

% of Portfolio:1.2% ($6.1M/$491.8M)

GENUINE PARTS CO

Shares:51.0K

Value:$6.1M

% of Portfolio:1.2% ($6.1M/$491.8M)

SIMON PROPERTY GROUP INC /DE/

Shares:36.4K

Value:$6.0M

% of Portfolio:1.2% ($6.0M/$491.8M)

DOLLAR GENERAL CORP

Shares:68.1K

Value:$6.0M

% of Portfolio:1.2% ($6.0M/$491.8M)

INTERNATIONAL BUSINESS MACHINES CORP

Shares:24.0K

Value:$6.0M

% of Portfolio:1.2% ($6.0M/$491.8M)

DOVER Corp

Shares:33.5K

Value:$5.9M

% of Portfolio:1.2% ($5.9M/$491.8M)

INTERPUBLIC GROUP OF COMPANIES, INC.

Shares:212.4K

Value:$5.8M

% of Portfolio:1.2% ($5.8M/$491.8M)

J M SMUCKER Co

Shares:47.7K

Value:$5.6M

% of Portfolio:1.1% ($5.6M/$491.8M)

HOME DEPOT, INC.

Shares:15.4K

Value:$5.6M

% of Portfolio:1.1% ($5.6M/$491.8M)

Instrument	Shares		Other Manager	Value	% of Portfolio
Kraft Heinz Co(KHCcusip500754106)	216.1K	QoQ +2.55% (+5.4K) YoY +31.09% (+51.3K)	All Managers (Combined)	$6.6M	1.3% ($6.6M/$491.8M)	QoQ +1.61% (+$104.7K) YoY +8.11% (+$493.5K)
AMERICAN ELECTRIC POWER CO INC(AEPcusip025537101)	59.8K	QoQ -1.78% (-1.1K) YoY -17.84% (-13.0K)	All Managers (Combined)	$6.5M	1.3% ($6.5M/$491.8M)	QoQ +16.36% (-$918.8K) YoY +4.26% (-$267.0K)
AbbVie Inc.(ABBVcusip00287Y109)	30.3K	QoQ -23.01% (-9.1K) YoY -19.27% (-7.2K)	All Managers (Combined)	$6.3M	1.3% ($6.3M/$491.8M)	QoQ -9.23% (-$645.3K) YoY -7.11% (-$486.0K)
LOCKHEED MARTIN CORP(LMTcusip539830109)	14.2K	QoQ +6.57% (-873) YoY -6.77% (-1.0K)	All Managers (Combined)	$6.3M	1.3% ($6.3M/$491.8M)	QoQ -2.02% (-$131.0K) YoY -8.44% (-$583.1K)
Duke Energy CORP(DUKcusip26441C204)	51.8K	QoQ -4.83% (-2.6K) YoY NEW(+51.8K)	All Managers (Combined)	$6.3M	1.3% ($6.3M/$491.8M)	QoQ +7.73% (-$453.4K) YoY NEW(+$6.3M)
CAPITAL ONE FINANCIAL CORP(COFcusip14040H105)	35.1K	QoQ -20.34% (-9.0K) YoY -23.10% (-10.5K)	All Managers (Combined)	$6.3M	1.3% ($6.3M/$491.8M)	QoQ -19.90% (-$1.6M) YoY -7.39% (-$502.4K)
NUCOR CORP(NUEcusip670346105)	52.2K	QoQ -1.79% (-953) YoY +236.68% (+36.7K)	All Managers (Combined)	$6.3M	1.3% ($6.3M/$491.8M)	QoQ +1.26% (-$78.3K) YoY +104.73% (+$3.2M)
COMCAST CORP(CMCSAcusip20030N101)	170.3K	QoQ +2.57% (+4.3K) YoY +29.86% (+39.2K)	All Managers (Combined)	$6.3M	1.3% ($6.3M/$491.8M)	QoQ +0.85% (+$53.2K) YoY +10.53% (+$599.0K)
UDR, Inc.(UDRcusip902653104)	139.1K	QoQ -1.58% (-2.2K) YoY NEW(+139.1K)	All Managers (Combined)	$6.3M	1.3% ($6.3M/$491.8M)	QoQ +2.40% (-$147.5K) YoY NEW(+$6.3M)
UNITED RENTALS, INC.(URIcusip911363109)	9.9K	QoQ +18.86% (+1.6K) YoY +10.82% (-967)	All Managers (Combined)	$6.2M	1.3% ($6.2M/$491.8M)	QoQ +5.74% (+$337.2K) YoY -3.68% (-$237.2K)
XCEL ENERGY INC(XELcusip98389B100)	86.8K	QoQ -1.62% (-1.4K) YoY -19.33% (-20.8K)	All Managers (Combined)	$6.1M	1.2% ($6.1M/$491.8M)	QoQ +3.13% (-$186.7K) YoY +6.23% (-$360.6K)
Medtronic plc(MDTcusipG5960L103)	67.8K	QoQ -9.77% (-7.4K) YoY NEW(+67.8K)	All Managers (Combined)	$6.1M	1.2% ($6.1M/$491.8M)	QoQ +1.49% (-$89.8K) YoY NEW(+$6.1M)
GENUINE PARTS CO(GPCcusip372460105)	51.0K	QoQ -1.72% (-894) YoY +44.20% (+15.6K)	All Managers (Combined)	$6.1M	1.2% ($6.1M/$491.8M)	QoQ +0.27% (-$16.9K) YoY +10.89% (+$596.2K)
SIMON PROPERTY GROUP INC /DE/(SPGcusip828806109)	36.4K	QoQ -12.47% (-5.2K) YoY -21.46% (-9.9K)	All Managers (Combined)	$6.0M	1.2% ($6.0M/$491.8M)	QoQ -15.59% (-$1.1M) YoY -16.64% (-$1.2M)
DOLLAR GENERAL CORP(DGcusip256677105)	68.1K	QoQ -2.24% (-1.6K) YoY +95.70% (+33.3K)	All Managers (Combined)	$6.0M	1.2% ($6.0M/$491.8M)	QoQ +13.36% (-$705.6K) YoY +10.26% (+$557.1K)
INTERNATIONAL BUSINESS MACHINES CORP(IBMcusip459200101)	24.0K	QoQ -20.14% (-6.1K) YoY -29.86% (-10.2K)	All Managers (Combined)	$6.0M	1.2% ($6.0M/$491.8M)	QoQ -9.67% (-$640.1K) YoY -8.67% (-$567.9K)
DOVER Corp(DOVcusip260003108)	33.5K	QoQ -1.77% (-605) YoY -9.32% (-3.4K)	All Managers (Combined)	$5.9M	1.2% ($5.9M/$491.8M)	QoQ -8.01% (-$512.5K) YoY -10.09% (-$660.4K)
INTERPUBLIC GROUP OF COMPANIES, INC.(IPGcusip460690100)	212.4K	QoQ -1.65% (-3.6K) YoY +24.77% (+42.2K)	All Managers (Combined)	$5.8M	1.2% ($5.8M/$491.8M)	QoQ -4.67% (-$283.1K) YoY +3.85% (+$214.3K)
J M SMUCKER Co(SJMcusip832696405)	47.7K	QoQ +7.84% (+3.5K) YoY +23.74% (+9.1K)	All Managers (Combined)	$5.6M	1.1% ($5.6M/$491.8M)	QoQ +15.95% (+$776.9K) YoY +16.41% (+$795.8K)
HOME DEPOT, INC.(HDcusip437076102)	15.4K	QoQ -4.44% (-715) YoY -0.23% (-36)	All Managers (Combined)	$5.6M	1.1% ($5.6M/$491.8M)	QoQ -9.97% (-$623.8K) YoY -4.68% (-$276.7K)