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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
META icon
26
Meta Platforms (Facebook)
META
$1.42T
$8.46M 1.03%
15,016
-497
-3% -$304K
MS icon
27
Morgan Stanley
MS
$331B
$8.3M 1.01%
39,691
-4,057
-9% -$803K
XLY icon
28
State Street Consumer Discretionary Select Sector SPDR ETF
XLY
$22.6B
$8.21M 1%
70,000
+11
+0% +$1.28K
XLV icon
29
State Street Health Care Select Sector SPDR ETF
XLV
$41.9B
$7.96M 0.97%
50,164
-234
-0.5% -$34.8K
MDT icon
30
Medtronic
MDT
$109B
$7.96M 0.97%
101,692
-48
-0% -$3.87K
TMO icon
31
Thermo Fisher Scientific
TMO
$213B
$7.58M 0.92%
15,119
-283
-2% -$136K
XLC icon
32
State Street Communication Services Select Sector SPDR ETF
XLC
$22.3B
$7.57M 0.92%
70,666
+2,839
+4% +$324K
XOM icon
33
ExxonMobil
XOM
$644B
$7.5M 0.91%
54,852
-7,521
-12% -$1.13M
XLI icon
34
State Street Industrial Select Sector SPDR ETF
XLI
$32.8B
$7.26M 0.88%
39,192
+413
+1% +$71.8K
URI icon
35
United Rentals
URI
$67.2B
$7.2M 0.88%
6,358
-553
-8% -$526K
AZO icon
36
AutoZone
AZO
$49.2B
$6.77M 0.82%
2,117
-21
-1% -$69.8K
GWW icon
37
W.W. Grainger
GWW
$65.3B
$6.47M 0.79%
4,755
-357
-7% -$440K
MPC icon
38
Marathon Petroleum
MPC
$92.4B
$5.72M 0.7%
22,377
+20,970
+1,490% +$5.15M
APH icon
39
Amphenol
APH
$198B
$5.68M 0.69%
32,236
-3,033
-9% -$437K
FLR icon
40
Fluor
FLR
$7.01B
$5.55M 0.67%
105,975
-7,334
-6% -$359K
PWR icon
41
Quanta Services
PWR
$100B
$5.24M 0.64%
7,277
-1,609
-18% -$1.1M
SCHW
42
Charles Schwab
SCHW
$183B
$4.97M 0.6%
53,830
+3,285
+6% +$300K
SBUX icon
43
Starbucks
SBUX
$120B
$4.95M 0.6%
48,419
-2,275
-4% -$229K
THC icon
44
Tenet Healthcare
THC
$20.5B
$4.91M 0.6%
+26,219
New +$4.82M
GS icon
45
Goldman Sachs
GS
$300B
$4.69M 0.57%
4,633
-392
-8% -$382K
HD icon
46
Home Depot
HD
$331B
$4.56M 0.55%
12,942
-1,448
-10% -$471K
MCD icon
47
McDonald's
MCD
$192B
$4.54M 0.55%
16,796
-96
-0.6% -$27.5K
SHW icon
48
Sherwin-Williams
SHW
$82.7B
$4.46M 0.54%
12,964
-745
-5% -$238K
NEM icon
49
Newmont
NEM
$98.7B
$4.41M 0.54%
+47,198
New +$5.14M
MRSH
50
Marsh
MRSH
$90.5B
$4.38M 0.53%
26,268
-985
-4% -$165K
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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ACM
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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.