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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
+11.86%
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
$913M
AUM Growth
+$76.3M
Cap. Flow
+$3.77M
Cap. Flow %
0.41%
Top 10 Hldgs %
36.87%
Holding
180
New
11
Increased
29
Reduced
85
Closed
5

Top Buys

Rank Stock Value
1
NOW icon
ServiceNow
NOW
+$5.17M
2
NFLX icon
Netflix
NFLX
+$5.03M
3
TTWO icon
Take-Two Interactive
TTWO
+$4.64M
4
MELI icon
Mercado Libre
MELI
+$4.55M
5
NEE icon
NextEra Energy
NEE
+$2.84M

Top Sells

Rank Stock Value
1
CSX icon
CSX Corp
CSX
+$2.12M
2
UNH icon
UnitedHealth
UNH
+$2.03M
3
URI icon
United Rentals
URI
+$1.75M
4
KLAC icon
KLA
KLAC
+$1.6M
5
JPM icon
JPMorgan Chase
JPM
+$1.55M

Sector Composition

Rank Sector Weight
1 Technology 23.66%
2 Healthcare 13.59%
3 Financials 13.49%
4 Consumer Discretionary 7.2%
5 Industrials 7.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
NOW icon
51
ServiceNow
NOW
$132B
$5.63M 0.62%
+27,395
New +$5.17M
SPSM icon
52
State Street SPDR Portfolio S&P 600 Small Cap ETF
SPSM
$17.4B
$5.63M 0.62%
132,177
+13,319
+11% +$537K
APH icon
53
Amphenol
APH
$207B
$5.54M 0.61%
56,081
-3,826
-6% -$313K
CBRE icon
54
CBRE Group
CBRE
$41.7B
$5.52M 0.6%
39,411
+4,965
+14% +$628K
PWR icon
55
Quanta Services
PWR
$99.4B
$5.22M 0.57%
13,813
+4,344
+46% +$1.39M
CSX icon
56
CSX Corp
CSX
$92.8B
$5.18M 0.57%
158,737
-70,369
-31% -$2.12M
MELI icon
57
Mercado Libre
MELI
$92.5B
$5.09M 0.56%
+1,947
New +$4.55M
DUK icon
58
Duke Energy
DUK
$94.5B
$5M 0.55%
42,343
+22,652
+115% +$2.67M
TTWO icon
59
Take-Two Interactive
TTWO
$47.4B
$5M 0.55%
+20,574
New +$4.64M
MCD icon
60
McDonald's
MCD
$194B
$4.99M 0.55%
17,070
-204
-1% -$62.9K
BKR icon
61
Baker Hughes
BKR
$63.6B
$4.67M 0.51%
121,836
-7,105
-6% -$268K
OWL icon
62
Blue Owl Capital
OWL
$18.2B
$4.52M 0.49%
235,173
+57,913
+33% +$1.07M
PLD icon
63
Prologis
PLD
$132B
$4.47M 0.49%
42,491
-13,399
-24% -$1.41M
LECO icon
64
Lincoln Electric
LECO
$15.1B
$4.45M 0.49%
21,453
-4,103
-16% -$785K
MDLZ icon
65
Mondelez International
MDLZ
$78.5B
$4.03M 0.44%
59,772
-1,618
-3% -$108K
XLP icon
66
State Street Consumer Staples Select Sector SPDR ETF
XLP
$14.7B
$3.97M 0.43%
49,028
+367
+0.8% +$29.8K
NUE icon
67
Nucor
NUE
$62.5B
$3.88M 0.43%
29,970
-959
-3% -$112K
BAC icon
68
Bank of America
BAC
$447B
$3.87M 0.42%
81,758
-7,385
-8% -$311K
WMT icon
69
Walmart Inc
WMT
$897B
$3.74M 0.41%
38,227
-735
-2% -$70K
NEE icon
70
NextEra Energy
NEE
$177B
$3.73M 0.41%
53,802
+40,878
+316% +$2.84M
TRMB icon
71
Trimble
TRMB
$13.6B
$3.53M 0.39%
46,437
+4,307
+10% +$289K
ORCL icon
72
Oracle
ORCL
$435B
$3.39M 0.37%
15,505
-1,277
-8% -$206K
SLB icon
73
SLB Ltd
SLB
$78.9B
$3.26M 0.36%
96,449
+2,249
+2% +$78K
AMD icon
74
Advanced Micro Devices
AMD
$767B
$3.14M 0.34%
22,137
-10,496
-32% -$1.14M
CVX icon
75
Chevron
CVX
$382B
$3.09M 0.34%
21,596
-1,176
-5% -$166K
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 Q2 2025 Portfolio in Review

As of Q2 2025, Hudson Valley Investment Advisors held 180 positions worth $913M, up 9.1% from $837M the previous quarter. Its ten largest holdings account for 37% of the portfolio.

Hudson Valley Investment Advisors's Q2 2025 filing shows 11 new, 29 increased, 85 reduced and 5 closed positions. Its largest new stake was ServiceNow: 27,395 shares worth $5.63M. The largest sale was CSX Corp, an estimated $2.12M.

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

  • Hudson Valley Investment Advisors's largest Q2 2025 buy was ServiceNow: 27,395 shares worth $5.63M.
  • Hudson Valley Investment Advisors added most to NextEra Energy in Q2 2025, an estimated $2.84M increase.
  • Hudson Valley Investment Advisors's biggest Q2 2025 reduction was CSX Corp, cutting an estimated $2.12M.
  • Hudson Valley Investment Advisors fully exited J.M. Smucker in Q2 2025, selling an estimated $822K.
  • Hudson Valley Investment Advisors's ten largest holdings make up 37% of its $913M portfolio in Q2 2025.
  • Hudson Valley Investment Advisors opened 11 new positions and closed 5 in Q2 2025.
  • Hudson Valley Investment Advisors's portfolio value rose 9.1% quarter-over-quarter to $913M.

Based on Hudson Valley Investment Advisors's 13F filing for Q2 2025, filed 21 Jul 2025.