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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
-3.36%
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
$837M
AUM Growth
-$45.8M
Cap. Flow
-$4.01M
Cap. Flow %
-0.48%
Top 10 Hldgs %
36.69%
Holding
181
New
4
Increased
34
Reduced
88
Closed
12

Top Buys

Rank Stock Value
1
META icon
Meta Platforms (Facebook)
META
+$4.38M
2
IBM icon
IBM
IBM
+$4.3M
3
APH icon
Amphenol
APH
+$4.09M
4
CBRE icon
CBRE Group
CBRE
+$3.11M
5
TRMB icon
Trimble
TRMB
+$3.03M

Top Sells

Rank Stock Value
1
AMD icon
Advanced Micro Devices
AMD
+$6.23M
2
AES icon
AES
AES
+$5.23M
3
PFE icon
Pfizer
PFE
+$3.13M
4
ILMN icon
Illumina
ILMN
+$2.29M
5
LEN icon
Lennar Class A
LEN
+$1.4M

Sector Composition

Rank Sector Weight
1 Technology 20.77%
2 Healthcare 16.25%
3 Financials 13.52%
4 Consumer Discretionary 7.21%
5 Industrials 6.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
MCD icon
51
McDonald's
MCD
$194B
$5.4M 0.64%
17,274
-162
-0.9% -$48.5K
SCHW
52
Charles Schwab
SCHW
$186B
$4.86M 0.58%
62,087
+3,974
+7% +$312K
SPSM icon
53
State Street SPDR Portfolio S&P 600 Small Cap ETF
SPSM
$17.4B
$4.84M 0.58%
118,858
+11,048
+10% +$487K
LECO icon
54
Lincoln Electric
LECO
$15.5B
$4.83M 0.58%
25,556
+722
+3% +$142K
GS icon
55
Goldman Sachs
GS
$301B
$4.71M 0.56%
8,628
+950
+12% +$572K
CBRE icon
56
CBRE Group
CBRE
$42.7B
$4.5M 0.54%
34,446
+22,883
+198% +$3.11M
MDLZ icon
57
Mondelez International
MDLZ
$78.9B
$4.17M 0.5%
61,390
-114
-0.2% -$7.03K
XLP icon
58
State Street Consumer Staples Select Sector SPDR ETF
XLP
$14.6B
$3.97M 0.47%
48,661
-60
-0.1% -$4.79K
SLB icon
59
SLB Ltd
SLB
$79.7B
$3.94M 0.47%
94,200
+3,249
+4% +$133K
APH icon
60
Amphenol
APH
$206B
$3.93M 0.47%
+59,907
New +$4.09M
CVX icon
61
Chevron
CVX
$386B
$3.81M 0.46%
22,772
-259
-1% -$40.5K
NUE icon
62
Nucor
NUE
$61.9B
$3.72M 0.44%
30,929
-2,410
-7% -$311K
BAC icon
63
Bank of America
BAC
$448B
$3.72M 0.44%
89,143
-7,485
-8% -$334K
WY icon
64
Weyerhaeuser
WY
$18B
$3.61M 0.43%
123,221
+5,068
+4% +$151K
OWL icon
65
Blue Owl Capital
OWL
$19.2B
$3.55M 0.42%
177,260
+11,877
+7% +$267K
WMT icon
66
Walmart Inc
WMT
$901B
$3.42M 0.41%
38,962
-138
-0.4% -$12.9K
AMD icon
67
Advanced Micro Devices
AMD
$774B
$3.35M 0.4%
32,633
-56,059
-63% -$6.23M
XLE icon
68
State Street Energy Select Sector SPDR ETF
XLE
$39.8B
$3.18M 0.38%
67,982
-8,074
-11% -$364K
PG icon
69
Procter & Gamble
PG
$338B
$3.16M 0.38%
18,556
-723
-4% -$121K
TRMB icon
70
Trimble
TRMB
$13.5B
$2.77M 0.33%
+42,130
New +$3.03M
ADP icon
71
Automatic Data Processing
ADP
$108B
$2.54M 0.3%
8,305
-1,075
-11% -$324K
RMD icon
72
ResMed
RMD
$32.6B
$2.46M 0.29%
11,000
– –
PWR icon
73
Quanta Services
PWR
$101B
$2.41M 0.29%
+9,469
New +$2.74M
DUK icon
74
Duke Energy
DUK
$96.1B
$2.4M 0.29%
19,691
+3,391
+21% +$387K
WBS icon
75
Webster Financial
WBS
$12.8B
$2.38M 0.28%
46,244
– –
1 2
3
4 5

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CCM
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FPCP
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AC
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Hudson Valley Investment Advisors's Q1 2025 Portfolio in Review

As of Q1 2025, Hudson Valley Investment Advisors held 181 positions worth $837M, down 5.2% from $883M the previous quarter. Its ten largest holdings account for 37% of the portfolio.

Hudson Valley Investment Advisors's Q1 2025 filing shows 4 new, 34 increased, 88 reduced and 12 closed positions. Its largest new stake was Amphenol: 59,907 shares worth $3.93M. The largest sale was Advanced Micro Devices, an estimated $6.23M.

By sector, the portfolio is most concentrated in Technology at 21% of assets, down from 22% a quarter earlier, followed by Healthcare and Financials.

  • Hudson Valley Investment Advisors's largest Q1 2025 buy was Amphenol: 59,907 shares worth $3.93M.
  • Hudson Valley Investment Advisors added most to Meta Platforms (Facebook) in Q1 2025, an estimated $4.38M increase.
  • Hudson Valley Investment Advisors's biggest Q1 2025 reduction was Advanced Micro Devices, cutting an estimated $6.23M.
  • Hudson Valley Investment Advisors fully exited AES in Q1 2025, selling an estimated $5.23M.
  • Hudson Valley Investment Advisors's ten largest holdings make up 37% of its $837M portfolio in Q1 2025.
  • Hudson Valley Investment Advisors opened 4 new positions and closed 12 in Q1 2025.
  • Hudson Valley Investment Advisors's portfolio value fell 5.2% quarter-over-quarter to $837M.

Based on Hudson Valley Investment Advisors's 13F filing for Q1 2025, filed 11 Apr 2025.