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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
+6.65%
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
$904M
AUM Growth
-$56.6M
Cap. Flow
-$103M
Cap. Flow %
-11.36%
Top 10 Hldgs %
40.16%
Holding
179
New
2
Increased
27
Reduced
109
Closed
30

Top Buys

Rank Stock Value
1
ADBE icon
Adobe
ADBE
+$1.79M
2
SPYM
State Street SPDR Portfolio S&P 500 ETF
SPYM
+$1.68M
3
CMG icon
Chipotle Mexican Grill
CMG
+$493K
4
NOW icon
ServiceNow
NOW
+$485K
5
MPC icon
Marathon Petroleum
MPC
+$263K

Top Sells

Rank Stock Value
1
GTLS
Chart Industries
GTLS
+$10.1M
2
GOOG icon
Alphabet (Google) Class C
GOOG
+$6.22M
3
CIEN icon
Ciena
CIEN
+$5.97M
4
NVDA icon
NVIDIA
NVDA
+$5.06M
5
MSFT icon
Microsoft
MSFT
+$4.93M

Sector Composition

Rank Sector Weight
1 Technology 23.7%
2 Healthcare 15.41%
3 Financials 12.63%
4 Consumer Discretionary 6.32%
5 Communication Services 6.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
MS icon
26
Morgan Stanley
MS
$338B
$9.3M 1.03%
52,388
-11,742
-18% -$1.96M
IBM icon
27
IBM
IBM
$223B
$9.17M 1.01%
30,958
-4,753
-13% -$1.42M
XLY icon
28
State Street Consumer Discretionary Select Sector SPDR ETF
XLY
$23.8B
$8.67M 0.96%
72,594
-1,082
-1% -$128K
CRM icon
29
Salesforce
CRM
$162B
$8.35M 0.92%
31,509
-4,172
-12% -$1.04M
FLOT icon
30
iShares Floating Rate Bond ETF
FLOT
$10.5B
$8.34M 0.92%
163,882
-1,843
-1% -$93.9K
XLV icon
31
State Street Health Care Select Sector SPDR ETF
XLV
$44B
$8.31M 0.92%
53,697
-2,848
-5% -$427K
AZO icon
32
AutoZone
AZO
$50.1B
$8.18M 0.91%
2,411
-214
-8% -$808K
XLC icon
33
State Street Communication Services Select Sector SPDR ETF
XLC
$22.6B
$8.16M 0.9%
69,308
-1,428
-2% -$164K
DHR icon
34
Danaher
DHR
$147B
$7.95M 0.88%
34,727
-2,455
-7% -$540K
CSCO icon
35
Cisco
CSCO
$483B
$7.58M 0.84%
98,454
-28,321
-22% -$2.1M
SPSM icon
36
State Street SPDR Portfolio S&P 600 Small Cap ETF
SPSM
$17.4B
$7.06M 0.78%
150,565
+654
+0.4% +$30.5K
CMG icon
37
Chipotle Mexican Grill
CMG
$40.7B
$6.64M 0.73%
179,471
+13,636
+8% +$493K
URI icon
38
United Rentals
URI
$70.8B
$6.63M 0.73%
8,187
-2,944
-26% -$2.56M
XLI icon
39
State Street Industrial Select Sector SPDR ETF
XLI
$34.5B
$6.45M 0.71%
41,595
-1,274
-3% -$196K
SCHW
40
Charles Schwab
SCHW
$188B
$6.07M 0.67%
60,798
-6,014
-9% -$571K
GWW icon
41
W.W. Grainger
GWW
$61.1B
$6.07M 0.67%
6,018
-790
-12% -$766K
MRSH
42
Marsh
MRSH
$91B
$6.07M 0.67%
32,697
-14,375
-31% -$2.69M
UNH icon
43
UnitedHealth
UNH
$371B
$6M 0.66%
18,182
-943
-5% -$320K
HD icon
44
Home Depot
HD
$350B
$5.97M 0.66%
17,355
-4,885
-22% -$1.79M
APH icon
45
Amphenol
APH
$207B
$5.69M 0.63%
42,105
-9,649
-19% -$1.29M
GS icon
46
Goldman Sachs
GS
$301B
$5.54M 0.61%
6,301
-1,948
-24% -$1.59M
TTWO icon
47
Take-Two Interactive
TTWO
$47.4B
$5.5M 0.61%
21,482
-1,346
-6% -$336K
FLR icon
48
Fluor
FLR
$7.3B
$5.38M 0.59%
135,654
-16,658
-11% -$737K
CBRE icon
49
CBRE Group
CBRE
$41.7B
$5.33M 0.59%
33,136
-4,275
-11% -$672K
PEP icon
50
PepsiCo
PEP
$188B
$5.31M 0.59%
36,996
-4,208
-10% -$618K
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 Q4 2025 Portfolio in Review

As of Q4 2025, Hudson Valley Investment Advisors held 179 positions worth $904M, down 5.9% from $961M the previous quarter. Its ten largest holdings account for 40% of the portfolio.

Hudson Valley Investment Advisors withdrew a net $103M in Q4 2025, closing 30 positions and reducing 109 holdings. Its most notable exit was Sunoco, an estimated $600K position sold in full.

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

Against the trend, Hudson Valley Investment Advisors opened a new position in Marathon Petroleum worth $229K.

  • Hudson Valley Investment Advisors's largest Q4 2025 buy was Marathon Petroleum: 1,407 shares worth $229K.
  • Hudson Valley Investment Advisors added most to Adobe in Q4 2025, an estimated $1.79M increase.
  • Hudson Valley Investment Advisors's biggest Q4 2025 reduction was Chart Industries, cutting an estimated $10.1M.
  • Hudson Valley Investment Advisors fully exited Sunoco in Q4 2025, selling an estimated $600K.
  • Hudson Valley Investment Advisors's ten largest holdings make up 40% of its $904M portfolio in Q4 2025.
  • Hudson Valley Investment Advisors opened 2 new positions and closed 30 in Q4 2025.
  • Hudson Valley Investment Advisors's portfolio value fell 5.9% quarter-over-quarter to $904M.

Based on Hudson Valley Investment Advisors's 13F filing for Q4 2025, filed 6 Feb 2026.