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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Marathon Petroleum Corp

Shares:38.2K

Value:$5.6M

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

08579W103

Shares:79.3K

Value:$5.5M

% of Portfolio:1.1% ($5.5M/$491.8M)

EMERSON ELECTRIC CO

Shares:50.3K

Value:$5.5M

% of Portfolio:1.1% ($5.5M/$491.8M)

Accenture plc

Shares:17.7K

Value:$5.5M

% of Portfolio:1.1% ($5.5M/$491.8M)

Warner Bros. Discovery, Inc.

Shares:511.8K

Value:$5.5M

% of Portfolio:1.1% ($5.5M/$491.8M)

HUBBELL INC

Shares:16.5K

Value:$5.5M

% of Portfolio:1.1% ($5.5M/$491.8M)

ONEOK INC /NEW/

Shares:52.8K

Value:$5.2M

% of Portfolio:1.1% ($5.2M/$491.8M)

CONOCOPHILLIPS

Shares:49.4K

Value:$5.2M

% of Portfolio:1.1% ($5.2M/$491.8M)

CONSTELLATION BRANDS, INC.

Shares:28.1K

Value:$5.2M

% of Portfolio:1.0% ($5.2M/$491.8M)

EOG RESOURCES INC

Shares:39.9K

Value:$5.1M

% of Portfolio:1.0% ($5.1M/$491.8M)

HERSHEY CO

Shares:29.6K

Value:$5.1M

% of Portfolio:1.0% ($5.1M/$491.8M)

INTEL CORP

Shares:217.7K

Value:$4.9M

% of Portfolio:1.0% ($4.9M/$491.8M)

SLM Corp

Shares:41.4K

Value:$1.2M

% of Portfolio:0.2% ($1.2M/$491.8M)

PROSPERITY BANCSHARES INC

Shares:17.0K

Value:$1.2M

% of Portfolio:0.2% ($1.2M/$491.8M)

HOME BANCSHARES INC

Shares:42.5K

Value:$1.2M

% of Portfolio:0.2% ($1.2M/$491.8M)

OLD SECOND BANCORP INC

Shares:59.8K

Value:$995.6K

% of Portfolio:0.2% ($995.6K/$491.8M)

INDEPENDENT BANK CORP /MI/

Shares:31.3K

Value:$962.4K

% of Portfolio:0.2% ($962.4K/$491.8M)

CHART INDUSTRIES INC

Shares:6.3K

Value:$915.1K

% of Portfolio:0.2% ($915.1K/$491.8M)

PROGRESS SOFTWARE CORP /MA

Shares:17.7K

Value:$913.7K

% of Portfolio:0.2% ($913.7K/$491.8M)

NMI Holdings, Inc.

Shares:25.1K

Value:$903.8K

% of Portfolio:0.2% ($903.8K/$491.8M)

Instrument	Shares		Other Manager	Value	% of Portfolio
Marathon Petroleum Corp(MPCcusip56585A102)	38.2K	QoQ -1.72% (-671) YoY +16.04% (-5.3K)	All Managers (Combined)	$5.6M	1.1% ($5.6M/$491.8M)	QoQ +2.63% (-$142.9K) YoY -16.09% (-$1.1M)
(cusip08579W103)✕	79.3K	QoQ -1.67% (-1.4K) YoY -16.24% (-15.4K)	All Managers (Combined)	$5.5M	1.1% ($5.5M/$491.8M)	QoQ +6.13% (-$320.2K) YoY -3.32% (-$190.3K)
EMERSON ELECTRIC CO(EMRcusip291011104)	50.3K	QoQ -1.74% (-895) YoY -11.88% (-6.8K)	All Managers (Combined)	$5.5M	1.1% ($5.5M/$491.8M)	QoQ -13.07% (-$830.1K) YoY -14.81% (-$959.9K)
Accenture plc(ACNcusipG1151C101)	17.7K	QoQ +1.28% (-224) YoY +568.86% (+15.0K)	All Managers (Combined)	$5.5M	1.1% ($5.5M/$491.8M)	QoQ -10.15% (-$623.1K) YoY +502.15% (+$4.6M)
Warner Bros. Discovery, Inc.(WBDcusip934423104)	511.8K	QoQ -1.66% (-8.7K) YoY +11.93% (+54.6K)	All Managers (Combined)	$5.5M	1.1% ($5.5M/$491.8M)	QoQ -0.17% (-$9.5K) YoY +37.57% (+$1.5M)
HUBBELL INC(HUBBcusip443510607)	16.5K	QoQ +11.23% (-1.7K) YoY +5.40% (-846)	All Managers (Combined)	$5.5M	1.1% ($5.5M/$491.8M)	QoQ -12.12% (-$752.9K) YoY -15.95% (-$1.0M)
ONEOK INC /NEW/(OKEcusip682680103)	52.8K	QoQ -1.58% (-850) YoY NEW(+52.8K)	All Managers (Combined)	$5.2M	1.1% ($5.2M/$491.8M)	QoQ -2.74% (-$147.6K) YoY NEW(+$5.2M)
CONOCOPHILLIPS(COPcusip20825C104)	49.4K	QoQ -1.86% (-940) YoY +3.38% (-1.6K)	All Managers (Combined)	$5.2M	1.1% ($5.2M/$491.8M)	QoQ +3.92% (-$195.5K) YoY -14.69% (-$893.4K)
CONSTELLATION BRANDS, INC.(STZcusip21036P108)	28.1K	QoQ +9.04% (-2.3K) YoY +25.74% (-5.8K)	All Managers (Combined)	$5.2M	1.0% ($5.2M/$491.8M)	QoQ -9.44% (-$538.2K) YoY -15.08% (-$916.5K)
EOG RESOURCES INC(EOGcusip26875P101)	39.9K	QoQ -1.53% (-620) YoY -22.65% (-11.7K)	All Managers (Combined)	$5.1M	1.0% ($5.1M/$491.8M)	QoQ +3.01% (-$149.7K) YoY -22.41% (-$1.5M)
HERSHEY CO(HSYcusip427866108)	29.6K	QoQ +11.72% (+3.1K) YoY +13.08% (-3.4K)	All Managers (Combined)	$5.1M	1.0% ($5.1M/$491.8M)	QoQ +12.82% (+$575.0K) YoY -0.55% (-$28.4K)
INTEL CORP(INTCcusip458140100)	217.7K	QoQ +6.18% (+12.7K) YoY +71.06% (-90.4K)	All Managers (Combined)	$4.9M	1.0% ($4.9M/$491.8M)	QoQ +20.27% (+$833.5K) YoY -12.04% (-$677.4K)
SLM Corp(SLMcusip78442P106)	41.4K	QoQ -2.21% (-940) YoY +23.14% (+7.8K)	All Managers (Combined)	$1.2M	0.2% ($1.2M/$491.8M)	QoQ +4.12% (-$48.2K) YoY +65.98% (+$483.7K)
PROSPERITY BANCSHARES INC(PBcusip743606105)	17.0K	QoQ +19.87% (+2.8K) YoY NEW(+17.0K)	All Managers (Combined)	$1.2M	0.2% ($1.2M/$491.8M)	QoQ +13.54% (+$144.5K) YoY NEW(+$1.2M)
HOME BANCSHARES INC(HOMBcusip436893200)	42.5K	QoQ +5.05% (+2.0K) YoY +54.82% (+15.1K)	All Managers (Combined)	$1.2M	0.2% ($1.2M/$491.8M)	QoQ +4.94% (+$56.6K) YoY +78.14% (+$527.4K)
OLD SECOND BANCORP INC(OSBCcusip680277100)	59.8K	QoQ +40.34% (+17.2K) YoY NEW(+59.8K)	All Managers (Combined)	$995.6K	0.2% ($995.6K/$491.8M)	QoQ +31.34% (+$237.6K) YoY NEW(+$995.6K)
INDEPENDENT BANK CORP /MI/(IBCPcusip453838609)	31.3K	QoQ +44.52% (+9.6K) YoY +58.64% (+11.6K)	All Managers (Combined)	$962.4K	0.2% ($962.4K/$491.8M)	QoQ +27.76% (+$209.1K) YoY +92.69% (+$463.0K)
CHART INDUSTRIES INC(GTLScusip16115Q308)	6.3K	QoQ +53.44% (+2.2K) YoY NEW(+6.3K)	All Managers (Combined)	$915.1K	0.2% ($915.1K/$491.8M)	QoQ +16.07% (+$126.7K) YoY NEW(+$915.1K)
PROGRESS SOFTWARE CORP /MA(PRGScusip743312100)	17.7K	QoQ +35.73% (+4.7K) YoY +62.24% (+6.8K)	All Managers (Combined)	$913.7K	0.2% ($913.7K/$491.8M)	QoQ +7.31% (+$62.3K) YoY +56.76% (+$330.8K)
NMI Holdings, Inc.(NMIHcusip629209305)	25.1K	QoQ -1.94% (-497) YoY +24.86% (+5.0K)	All Managers (Combined)	$903.8K	0.2% ($903.8K/$491.8M)	QoQ -3.83% (-$36.1K) YoY +39.19% (+$254.5K)