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HVIA

Hudson Valley Investment Advisors Portfolio holdings

AUM $823M
1-Year Est. Return 31.4%
This Fund
S&P 500
This Quarter Est. Return
+16.8%
1 Year Est. Return
+31.4%
3 Year Est. Return
+94.6%
5 Year Est. Return
+130.12%
10 Year Est. Return
+460.74%
AUM
$823M
AUM Growth
+$51.5M
Cap. Flow
-$41.2M
Cap. Flow %
-5.01%
Top 10 Hldgs %
41.47%
Holding
152
New
7
Increased
24
Reduced
100
Closed
9

Top Buys

Rank Stock Value
1
MPC icon
Marathon Petroleum
MPC
+$5.15M
2
NEM icon
Newmont
NEM
+$5.14M
3
THC icon
Tenet Healthcare
THC
+$4.82M
4
JLL icon
Jones Lang LaSalle
JLL
+$4.11M
5
ALL icon
Allstate
ALL
+$2.73M

Top Sells

Rank Stock Value
1
SPYM
State Street SPDR Portfolio S&P 500 ETF
SPYM
+$7.62M
2
DHR icon
Danaher
DHR
+$5.72M
3
CMG icon
Chipotle Mexican Grill
CMG
+$4.52M
4
NVDA icon
NVIDIA
NVDA
+$4.03M
5
TTWO icon
Take-Two Interactive
TTWO
+$3.73M

Sector Composition

Rank Sector Weight
1 Technology 22.96%
2 Healthcare 14.11%
3 Financials 13.16%
4 Industrials 5.54%
5 Consumer Discretionary 5.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
LLY icon
1
Eli Lilly
LLY
$1.02T
$49.7M 6.04%
41,468
-1,370
-3% -$1.4M
SPIB icon
2
State Street SPDR Portfolio Intermediate Term Corporate Bond ETF
SPIB
$11.5B
$44.8M 5.45%
1,339,605
+28,011
+2% +$937K
OBT icon
3
Orange County Bancorp
OBT
$509M
$39M 4.74%
1,060,922
-568
-0.1% -$19.8K
SPSB icon
4
State Street SPDR Portfolio Short Term Corporate Bond ETF
SPSB
$10.4B
$35.4M 4.3%
1,180,398
+16,669
+1% +$500K
XLK icon
5
State Street Technology Select Sector SPDR ETF
XLK
$115B
$34.9M 4.24%
183,366
-5,342
-3% -$913K
NVDA icon
6
NVIDIA
NVDA
$4.81T
$33.3M 4.05%
166,403
-19,594
-11% -$4.03M
KLAC icon
7
KLA
KLAC
$243B
$27.5M 3.34%
91,198
-18,322
-17% -$3.64M
AAPL icon
8
Apple
AAPL
$4.47T
$26.1M 3.17%
90,281
-6,562
-7% -$1.88M
ISRG icon
9
Intuitive Surgical
ISRG
$127B
$25.9M 3.14%
65,012
-800
-1% -$350K
GOOG icon
10
Alphabet (Google) Class C
GOOG
$4.35T
$24.6M 2.99%
69,548
-7,491
-10% -$2.68M
MSFT icon
11
Microsoft
MSFT
$3.43T
$24.5M 2.97%
65,547
-2,207
-3% -$893K
AMZN icon
12
Amazon
AMZN
$2.92T
$17.7M 2.15%
74,153
-5,772
-7% -$1.45M
CIEN icon
13
Ciena
CIEN
$53.9B
$15.8M 1.92%
32,177
-5,695
-15% -$2.9M
JPM icon
14
JPMorgan Chase
JPM
$938B
$14.1M 1.71%
43,067
-2,294
-5% -$712K
SPY icon
15
State Street SPDR S&P 500 ETF Trust
SPY
$789B
$13.3M 1.62%
17,847
-196
-1% -$142K
AVGO icon
16
Broadcom
AVGO
$1.84T
$12.1M 1.47%
32,068
-4,510
-12% -$1.81M
ABBV icon
17
AbbVie
ABBV
$445B
$11.5M 1.39%
45,583
-69
-0.2% -$14.8K
AXP icon
18
American Express
AXP
$228B
$11.2M 1.36%
33,061
-1,907
-5% -$611K
XLF icon
19
State Street Financial Select Sector SPDR ETF
XLF
$56.8B
$10.5M 1.28%
196,199
+103
+0.1% +$5.35K
V icon
20
Visa
V
$683B
$9.83M 1.19%
28,649
-1,197
-4% -$384K
CSCO icon
21
Cisco
CSCO
$458B
$9.25M 1.12%
78,777
-8,602
-10% -$900K
SPSM icon
22
State Street SPDR Portfolio S&P 600 Small Cap ETF
SPSM
$17.1B
$8.85M 1.07%
153,397
+49
+0% +$2.62K
FLOT icon
23
iShares Floating Rate Bond ETF
FLOT
$10.2B
$8.81M 1.07%
172,579
-777
-0.4% -$39.6K
AMD icon
24
Advanced Micro Devices
AMD
$792B
$8.65M 1.05%
14,885
-1,608
-10% -$659K
IBM icon
25
IBM
IBM
$209B
$8.58M 1.04%
30,503
+1,309
+4% +$330K
1
2 3 4 5

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MA
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SCM
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CCM
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FPCP
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Hudson Valley Investment Advisors's Q2 2026 Portfolio in Review

As of Q2 2026, Hudson Valley Investment Advisors held 152 positions worth $823M, up 6.7% from $772M the previous quarter. Its ten largest holdings account for 41% of the portfolio.

Hudson Valley Investment Advisors withdrew a net $41.2M in Q2 2026, closing 9 positions and reducing 100 holdings. Its most notable exit was Chipotle Mexican Grill, an estimated $4.52M position sold in full.

By sector, the portfolio is most concentrated in Technology at 23% of assets, up from 21% a quarter earlier, followed by Healthcare and Financials.

Against the trend, Hudson Valley Investment Advisors opened a new position in Newmont worth $4.41M.

  • Hudson Valley Investment Advisors's largest Q2 2026 buy was Newmont: 47,198 shares worth $4.41M.
  • Hudson Valley Investment Advisors added most to Marathon Petroleum in Q2 2026, an estimated $5.15M increase.
  • Hudson Valley Investment Advisors's biggest Q2 2026 reduction was State Street SPDR Portfolio S&P 500 ETF, cutting an estimated $7.62M.
  • Hudson Valley Investment Advisors fully exited Chipotle Mexican Grill in Q2 2026, selling an estimated $4.52M.
  • Hudson Valley Investment Advisors's ten largest holdings make up 41% of its $823M portfolio in Q2 2026.
  • Hudson Valley Investment Advisors opened 7 new positions and closed 9 in Q2 2026.
  • Hudson Valley Investment Advisors's portfolio value rose 6.7% quarter-over-quarter to $823M.

Based on Hudson Valley Investment Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.