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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
+7.53%
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
$961M
AUM Growth
+$47.1M
Cap. Flow
-$6.57M
Cap. Flow %
-0.68%
Top 10 Hldgs %
36.94%
Holding
179
New
4
Increased
46
Reduced
80
Closed
2

Top Buys

Rank Stock Value
1
SPIB icon
State Street SPDR Portfolio Intermediate Term Corporate Bond ETF
SPIB
+$2.55M
2
SPSB icon
State Street SPDR Portfolio Short Term Corporate Bond ETF
SPSB
+$2.12M
3
XLK icon
State Street Technology Select Sector SPDR ETF
XLK
+$1.91M
4
SPSM icon
State Street SPDR Portfolio S&P 600 Small Cap ETF
SPSM
+$795K
5
FLOT icon
iShares Floating Rate Bond ETF
FLOT
+$685K

Top Sells

Rank Stock Value
1
NVDA icon
NVIDIA
NVDA
+$3.11M
2
AAPL icon
Apple
AAPL
+$1.35M
3
MSFT icon
Microsoft
MSFT
+$1.13M
4
GTLS
Chart Industries
GTLS
+$908K
5
URI icon
United Rentals
URI
+$871K

Sector Composition

Rank Sector Weight
1 Technology 24.58%
2 Financials 12.92%
3 Healthcare 12.65%
4 Industrials 6.97%
5 Consumer Discretionary 6.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
SHW icon
51
Sherwin-Williams
SHW
$88.4B
$5.85M 0.61%
16,902
-591
-3% -$208K
PEP icon
52
PepsiCo
PEP
$188B
$5.79M 0.6%
41,204
-1,851
-4% -$264K
BKR icon
53
Baker Hughes
BKR
$64B
$5.76M 0.6%
118,254
-3,582
-3% -$158K
SBUX icon
54
Starbucks
SBUX
$121B
$5.57M 0.58%
65,832
-2,172
-3% -$194K
PWR icon
55
Quanta Services
PWR
$100B
$5.52M 0.57%
13,325
-488
-4% -$190K
NFLX icon
56
Netflix
NFLX
$312B
$5.39M 0.56%
44,920
+420
+0.9% +$51.3K
DUK icon
57
Duke Energy
DUK
$95.6B
$5.37M 0.56%
43,397
+1,054
+2% +$128K
NOW icon
58
ServiceNow
NOW
$130B
$5.31M 0.55%
28,865
+1,470
+5% +$275K
MCD icon
59
McDonald's
MCD
$193B
$5.2M 0.54%
17,103
+33
+0.2% +$10K
CSX icon
60
CSX Corp
CSX
$92.3B
$4.99M 0.52%
140,443
-18,294
-12% -$625K
MELI icon
61
Mercado Libre
MELI
$97.6B
$4.92M 0.51%
2,104
+157
+8% +$377K
LECO icon
62
Lincoln Electric
LECO
$15.6B
$4.8M 0.5%
20,373
-1,080
-5% -$253K
PLD icon
63
Prologis
PLD
$133B
$4.48M 0.47%
39,137
-3,354
-8% -$369K
ORCL icon
64
Oracle
ORCL
$417B
$4.24M 0.44%
15,085
-420
-3% -$107K
BAC icon
65
Bank of America
BAC
$448B
$4.18M 0.44%
81,078
-680
-0.8% -$33.2K
NEE icon
66
NextEra Energy
NEE
$178B
$4.17M 0.43%
55,209
+1,407
+3% +$103K
XLP icon
67
State Street Consumer Staples Select Sector SPDR ETF
XLP
$14.6B
$4.13M 0.43%
52,741
+3,713
+8% +$300K
OWL icon
68
Blue Owl Capital
OWL
$18.9B
$3.99M 0.42%
235,443
+270
+0.1% +$5.13K
WMT icon
69
Walmart Inc
WMT
$896B
$3.96M 0.41%
38,404
+177
+0.5% +$17.6K
MDLZ icon
70
Mondelez International
MDLZ
$78.7B
$3.73M 0.39%
59,753
-19
-0% -$1.23K
TRMB icon
71
Trimble
TRMB
$13.6B
$3.67M 0.38%
44,960
-1,477
-3% -$120K
NUE icon
72
Nucor
NUE
$62B
$3.61M 0.38%
26,640
-3,330
-11% -$471K
AMD icon
73
Advanced Micro Devices
AMD
$762B
$3.37M 0.35%
20,806
-1,331
-6% -$215K
CVX icon
74
Chevron
CVX
$385B
$3.35M 0.35%
21,596
– –
SLB icon
75
SLB Ltd
SLB
$79.3B
$3.28M 0.34%
95,375
-1,074
-1% -$37.4K
1 2
3
4 5

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Hudson Valley Investment Advisors's Q3 2025 Portfolio in Review

As of Q3 2025, Hudson Valley Investment Advisors held 179 positions worth $961M, up 5.2% from $913M the previous quarter. Its ten largest holdings account for 37% of the portfolio.

Trading was light in Q3 2025: portfolio turnover was 3.4%. Hudson Valley Investment Advisors opened 4 new positions and exited 2, leaving the 179-position portfolio largely intact.

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

  • Hudson Valley Investment Advisors's largest Q3 2025 buy was Valero Energy: 1,425 shares worth $243K.
  • Hudson Valley Investment Advisors added most to State Street SPDR Portfolio Intermediate Term Corporate Bond ETF in Q3 2025, an estimated $2.55M increase.
  • Hudson Valley Investment Advisors's biggest Q3 2025 reduction was NVIDIA, cutting an estimated $3.11M.
  • Hudson Valley Investment Advisors fully exited JPMorgan Ultra-Short Income ETF in Q3 2025, selling an estimated $500K.
  • Hudson Valley Investment Advisors's ten largest holdings make up 37% of its $961M portfolio in Q3 2025.
  • Hudson Valley Investment Advisors opened 4 new positions and closed 2 in Q3 2025.
  • Hudson Valley Investment Advisors's portfolio value rose 5.2% quarter-over-quarter to $961M.

Based on Hudson Valley Investment Advisors's 13F filing for Q3 2025, filed 16 Oct 2025.