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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
CRM icon
51
Salesforce
CRM
$151B
$4.32M 0.52%
27,549
-2,368
-8% -$416K
DUK icon
52
Duke Energy
DUK
$97.8B
$4.28M 0.52%
33,777
-1,826
-5% -$230K
XLP icon
53
State Street Consumer Staples Select Sector SPDR ETF
XLP
$14.2B
$4.21M 0.51%
50,709
+33
+0.1% +$2.76K
PEP icon
54
PepsiCo
PEP
$190B
$4.11M 0.5%
30,389
-1,480
-5% -$221K
JLL icon
55
Jones Lang LaSalle
JLL
$16.5B
$4.1M 0.5%
+13,237
New +$4.11M
BKR icon
56
Baker Hughes
BKR
$60B
$4.08M 0.5%
73,486
-6,194
-8% -$392K
CBRE icon
57
CBRE Group
CBRE
$42.5B
$3.98M 0.48%
29,522
-657
-2% -$90.5K
CSX icon
58
CSX Corp
CSX
$93.4B
$3.79M 0.46%
79,778
-10,475
-12% -$473K
NOW icon
59
ServiceNow
NOW
$115B
$3.72M 0.45%
37,453
+1,498
+4% +$148K
MELI icon
60
Mercado Libre
MELI
$95.2B
$3.66M 0.44%
2,155
-4
-0.2% -$6.83K
LECO icon
61
Lincoln Electric
LECO
$14.3B
$3.55M 0.43%
13,389
-497
-4% -$130K
NUE icon
62
Nucor
NUE
$58.6B
$3.45M 0.42%
15,469
-2,400
-13% -$543K
NEE icon
63
NextEra Energy
NEE
$181B
$3.41M 0.41%
38,900
-1,993
-5% -$180K
WMT icon
64
Walmart Inc
WMT
$885B
$3.4M 0.41%
30,023
-849
-3% -$105K
NFLX icon
65
Netflix
NFLX
$299B
$3.27M 0.4%
45,804
+3,142
+7% +$277K
MDY icon
66
State Street SPDR S&P MIDCAP 400 ETF Trust
MDY
$26.6B
$3.18M 0.39%
4,519
-13
-0.3% -$8.71K
ALL icon
67
Allstate
ALL
$68B
$2.98M 0.36%
+12,541
New +$2.73M
ROK icon
68
Rockwell Automation
ROK
$53.4B
$2.91M 0.35%
5,870
-913
-13% -$397K
ADBE icon
69
Adobe
ADBE
$99.5B
$2.88M 0.35%
14,041
+498
+4% +$118K
SLB icon
70
SLB Ltd
SLB
$73.6B
$2.86M 0.35%
61,429
-4,884
-7% -$262K
CVX icon
71
Chevron
CVX
$392B
$2.84M 0.35%
17,138
-738
-4% -$137K
WBS icon
72
Webster Financial
WBS
$12.5B
$2.77M 0.34%
36,210
– –
XLE icon
73
State Street Energy Select Sector SPDR ETF
XLE
$39.6B
$2.76M 0.34%
51,987
-1,013
-2% -$57.9K
BAC icon
74
Bank of America
BAC
$435B
$2.72M 0.33%
47,649
-2,988
-6% -$159K
MDLZ icon
75
Mondelez International
MDLZ
$79.5B
$2.67M 0.32%
46,158
-5,015
-10% -$302K
1 2
3
4 5

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SCM
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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.