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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
+7.53%
1 Year Est. Return
+31.4%
3 Year Est. Return
+94.6%
5 Year Est. Return
+130.12%
10 Year Est. Return
+460.77%
AUM
$961M
AUM Growth
+$47.1M
Cap. Flow
-$6.57M
Cap. Flow %
-0.68%
Top 10 Hldgs %
36.94%
Holding
179
New
4
Increased
46
Reduced
80
Closed
2

Top Buys

Rank Stock Value
1
SPIB icon
State Street SPDR Portfolio Intermediate Term Corporate Bond ETF
SPIB
+$2.55M
2
SPSB icon
State Street SPDR Portfolio Short Term Corporate Bond ETF
SPSB
+$2.12M
3
XLK icon
State Street Technology Select Sector SPDR ETF
XLK
+$1.91M
4
SPSM icon
State Street SPDR Portfolio S&P 600 Small Cap ETF
SPSM
+$795K
5
FLOT icon
iShares Floating Rate Bond ETF
FLOT
+$685K

Top Sells

Rank Stock Value
1
NVDA icon
NVIDIA
NVDA
+$3.11M
2
AAPL icon
Apple
AAPL
+$1.35M
3
MSFT icon
Microsoft
MSFT
+$1.13M
4
GTLS
Chart Industries
GTLS
+$908K
5
URI icon
United Rentals
URI
+$871K

Sector Composition

Rank Sector Weight
1 Technology 24.58%
2 Financials 12.92%
3 Healthcare 12.65%
4 Industrials 6.97%
5 Consumer Discretionary 6.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
MS icon
26
Morgan Stanley
MS
$338B
$10.2M 1.06%
64,130
-2,806
-4% -$414K
IBM icon
27
IBM
IBM
$223B
$10.1M 1.05%
35,711
+1,800
+5% +$471K
TMO icon
28
Thermo Fisher Scientific
TMO
$222B
$9.97M 1.04%
20,547
-792
-4% -$369K
MDT icon
29
Medtronic
MDT
$114B
$9.77M 1.02%
102,609
-45
-0% -$4.14K
MRSH
30
Marsh
MRSH
$91B
$9.49M 0.99%
47,072
+91
+0.2% +$18.7K
HD icon
31
Home Depot
HD
$350B
$9.01M 0.94%
22,240
-209
-0.9% -$82.2K
XLY icon
32
State Street Consumer Discretionary Select Sector SPDR ETF
XLY
$23.8B
$8.83M 0.92%
73,676
+3,694
+5% +$423K
CSCO icon
33
Cisco
CSCO
$483B
$8.67M 0.9%
126,775
-1,709
-1% -$116K
ADBE icon
34
Adobe
ADBE
$109B
$8.57M 0.89%
24,287
-50
-0.2% -$17.9K
FLOT icon
35
iShares Floating Rate Bond ETF
FLOT
$10.5B
$8.47M 0.88%
165,725
+13,436
+9% +$685K
CRM icon
36
Salesforce
CRM
$162B
$8.46M 0.88%
35,681
+123
+0.3% +$31K
XLC icon
37
State Street Communication Services Select Sector SPDR ETF
XLC
$22.6B
$8.37M 0.87%
70,736
+3,208
+5% +$357K
XLV icon
38
State Street Health Care Select Sector SPDR ETF
XLV
$44B
$7.87M 0.82%
56,545
+2,474
+5% +$335K
DHR icon
39
Danaher
DHR
$147B
$7.37M 0.77%
37,182
-1,812
-5% -$361K
SPSM icon
40
State Street SPDR Portfolio S&P 600 Small Cap ETF
SPSM
$17.4B
$6.94M 0.72%
149,911
+17,734
+13% +$795K
XLI icon
41
State Street Industrial Select Sector SPDR ETF
XLI
$34.5B
$6.61M 0.69%
42,869
+459
+1% +$69.5K
UNH icon
42
UnitedHealth
UNH
$371B
$6.6M 0.69%
19,125
-273
-1% -$82.6K
GS icon
43
Goldman Sachs
GS
$301B
$6.57M 0.68%
8,249
-500
-6% -$371K
CMG icon
44
Chipotle Mexican Grill
CMG
$40.7B
$6.5M 0.68%
165,835
+5,248
+3% +$236K
GWW icon
45
W.W. Grainger
GWW
$61.1B
$6.49M 0.68%
6,808
-86
-1% -$86.4K
FLR icon
46
Fluor
FLR
$6.99B
$6.41M 0.67%
152,312
-6,327
-4% -$291K
APH icon
47
Amphenol
APH
$207B
$6.4M 0.67%
51,754
-4,327
-8% -$475K
SCHW
48
Charles Schwab
SCHW
$187B
$6.38M 0.66%
66,812
-616
-0.9% -$58.5K
TTWO icon
49
Take-Two Interactive
TTWO
$47.4B
$5.9M 0.61%
22,828
+2,254
+11% +$534K
CBRE icon
50
CBRE Group
CBRE
$41.7B
$5.89M 0.61%
37,411
-2,000
-5% -$309K
1
2
3 4 5

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MA
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SCM
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FPCP
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Hudson Valley Investment Advisors's Q3 2025 Portfolio in Review

As of Q3 2025, Hudson Valley Investment Advisors held 179 positions worth $961M, up 5.2% from $913M the previous quarter. Its ten largest holdings account for 37% of the portfolio.

Trading was light in Q3 2025: portfolio turnover was 3.4%. Hudson Valley Investment Advisors opened 4 new positions and exited 2, leaving the 179-position portfolio largely intact.

By sector, the portfolio is most concentrated in Technology at 25% of assets, up from 24% a quarter earlier, followed by Financials and Healthcare.

  • Hudson Valley Investment Advisors's largest Q3 2025 buy was Valero Energy: 1,425 shares worth $243K.
  • Hudson Valley Investment Advisors added most to State Street SPDR Portfolio Intermediate Term Corporate Bond ETF in Q3 2025, an estimated $2.55M increase.
  • Hudson Valley Investment Advisors's biggest Q3 2025 reduction was NVIDIA, cutting an estimated $3.11M.
  • Hudson Valley Investment Advisors fully exited JPMorgan Ultra-Short Income ETF in Q3 2025, selling an estimated $500K.
  • Hudson Valley Investment Advisors's ten largest holdings make up 37% of its $961M portfolio in Q3 2025.
  • Hudson Valley Investment Advisors opened 4 new positions and closed 2 in Q3 2025.
  • Hudson Valley Investment Advisors's portfolio value rose 5.2% quarter-over-quarter to $961M.

Based on Hudson Valley Investment Advisors's 13F filing for Q3 2025, filed 16 Oct 2025.