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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
-1.9%
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
$772M
AUM Growth
-$132M
Cap. Flow
-$99M
Cap. Flow %
-12.83%
Top 10 Hldgs %
40.43%
Holding
152
New
3
Increased
11
Reduced
111
Closed
7

Top Buys

Rank Stock Value
1
SPYM
State Street SPDR Portfolio S&P 500 ETF
SPYM
+$2.51M
2
SPIB icon
State Street SPDR Portfolio Intermediate Term Corporate Bond ETF
SPIB
+$943K
3
SPSB icon
State Street SPDR Portfolio Short Term Corporate Bond ETF
SPSB
+$859K
4
NOW icon
ServiceNow
NOW
+$501K
5
FLOT icon
iShares Floating Rate Bond ETF
FLOT
+$482K

Top Sells

Rank Stock Value
1
NVDA icon
NVIDIA
NVDA
+$9.06M
2
GOOG icon
Alphabet (Google) Class C
GOOG
+$5.45M
3
AVGO icon
Broadcom
AVGO
+$5.38M
4
ADBE icon
Adobe
ADBE
+$4.43M
5
UNH icon
UnitedHealth
UNH
+$4.41M

Sector Composition

Rank Sector Weight
1 Technology 21.27%
2 Healthcare 14.36%
3 Financials 12.49%
4 Consumer Discretionary 6.07%
5 Communication Services 5.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
TMO icon
26
Thermo Fisher Scientific
TMO
$222B
$7.57M 0.98%
15,402
-2,231
-13% -$1.21M
XLC icon
27
State Street Communication Services Select Sector SPDR ETF
XLC
$22.6B
$7.52M 0.97%
67,827
-1,481
-2% -$171K
SPSM icon
28
State Street SPDR Portfolio S&P 600 Small Cap ETF
SPSM
$17.4B
$7.41M 0.96%
153,348
+2,783
+2% +$138K
XLV icon
29
State Street Health Care Select Sector SPDR ETF
XLV
$44B
$7.39M 0.96%
50,398
-3,299
-6% -$509K
AZO icon
30
AutoZone
AZO
$50.1B
$7.23M 0.94%
2,138
-273
-11% -$980K
MS icon
31
Morgan Stanley
MS
$338B
$7.2M 0.93%
43,748
-8,640
-16% -$1.5M
SPYM
32
State Street SPDR Portfolio S&P 500 ETF
SPYM
$169B
$7.16M 0.93%
93,547
+31,354
+50% +$2.51M
IBM icon
33
IBM
IBM
$223B
$7.08M 0.92%
29,194
-1,764
-6% -$477K
CSCO icon
34
Cisco
CSCO
$483B
$6.78M 0.88%
87,379
-11,075
-11% -$867K
XLI icon
35
State Street Industrial Select Sector SPDR ETF
XLI
$34.5B
$6.27M 0.81%
38,779
-2,816
-7% -$473K
DHR icon
36
Danaher
DHR
$147B
$6.24M 0.81%
32,928
-1,799
-5% -$383K
CRM icon
37
Salesforce
CRM
$162B
$5.58M 0.72%
29,917
-1,592
-5% -$330K
GWW icon
38
W.W. Grainger
GWW
$61.1B
$5.58M 0.72%
5,112
-906
-15% -$990K
FLR icon
39
Fluor
FLR
$7.3B
$5.29M 0.69%
113,309
-22,345
-16% -$1.04M
MCD icon
40
McDonald's
MCD
$194B
$5.25M 0.68%
16,892
-265
-2% -$84.4K
URI icon
41
United Rentals
URI
$70.8B
$5.04M 0.65%
6,911
-1,276
-16% -$1.07M
PEP icon
42
PepsiCo
PEP
$188B
$4.95M 0.64%
31,869
-5,127
-14% -$799K
PWR icon
43
Quanta Services
PWR
$99.4B
$4.88M 0.63%
8,886
-2,540
-22% -$1.31M
BKR icon
44
Baker Hughes
BKR
$63.6B
$4.86M 0.63%
79,680
-22,873
-22% -$1.32M
SCHW
45
Charles Schwab
SCHW
$188B
$4.75M 0.62%
50,545
-10,253
-17% -$1.01M
HD icon
46
Home Depot
HD
$350B
$4.73M 0.61%
14,390
-2,965
-17% -$1.08M
MRSH
47
Marsh
MRSH
$91B
$4.73M 0.61%
27,253
-5,444
-17% -$979K
DUK icon
48
Duke Energy
DUK
$94.5B
$4.66M 0.6%
35,603
-5,499
-13% -$687K
SBUX icon
49
Starbucks
SBUX
$119B
$4.54M 0.59%
50,694
-10,980
-18% -$1.04M
CMG icon
50
Chipotle Mexican Grill
CMG
$40.7B
$4.52M 0.59%
141,260
-38,211
-21% -$1.41M
1
2
3 4 5

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SCM
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CCM
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FPCP
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Hudson Valley Investment Advisors's Q1 2026 Portfolio in Review

As of Q1 2026, Hudson Valley Investment Advisors held 152 positions worth $772M, down 15% from $904M the previous quarter. Its ten largest holdings account for 40% of the portfolio.

Hudson Valley Investment Advisors withdrew a net $99M in Q1 2026, closing 7 positions and reducing 111 holdings. Its most notable exit was Blue Owl Capital, an estimated $3.63M position sold in full.

By sector, the portfolio is most concentrated in Technology at 21% of assets, down from 24% a quarter earlier, followed by Healthcare and Financials.

Against the trend, Hudson Valley Investment Advisors opened a new position in Coterra Energy worth $263K.

  • Hudson Valley Investment Advisors's largest Q1 2026 buy was Coterra Energy: 7,476 shares worth $263K.
  • Hudson Valley Investment Advisors added most to State Street SPDR Portfolio S&P 500 ETF in Q1 2026, an estimated $2.51M increase.
  • Hudson Valley Investment Advisors's biggest Q1 2026 reduction was NVIDIA, cutting an estimated $9.06M.
  • Hudson Valley Investment Advisors fully exited Blue Owl Capital in Q1 2026, selling an estimated $3.63M.
  • Hudson Valley Investment Advisors's ten largest holdings make up 40% of its $772M portfolio in Q1 2026.
  • Hudson Valley Investment Advisors opened 3 new positions and closed 7 in Q1 2026.
  • Hudson Valley Investment Advisors's portfolio value fell 15% quarter-over-quarter to $772M.

Based on Hudson Valley Investment Advisors's 13F filing for Q1 2026, filed 14 Apr 2026.