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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
+6.65%
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
$904M
AUM Growth
-$56.6M
Cap. Flow
-$103M
Cap. Flow %
-11.36%
Top 10 Hldgs %
40.16%
Holding
179
New
2
Increased
27
Reduced
109
Closed
30

Top Buys

Rank Stock Value
1
ADBE icon
Adobe
ADBE
+$1.79M
2
SPYM
State Street SPDR Portfolio S&P 500 ETF
SPYM
+$1.68M
3
CMG icon
Chipotle Mexican Grill
CMG
+$493K
4
NOW icon
ServiceNow
NOW
+$485K
5
MPC icon
Marathon Petroleum
MPC
+$263K

Top Sells

Rank Stock Value
1
GTLS
Chart Industries
GTLS
+$10.1M
2
GOOG icon
Alphabet (Google) Class C
GOOG
+$6.22M
3
CIEN icon
Ciena
CIEN
+$5.97M
4
NVDA icon
NVIDIA
NVDA
+$5.06M
5
MSFT icon
Microsoft
MSFT
+$4.93M

Sector Composition

Rank Sector Weight
1 Technology 23.7%
2 Healthcare 15.41%
3 Financials 12.63%
4 Consumer Discretionary 6.32%
5 Communication Services 6.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
MCD icon
51
McDonald's
MCD
$192B
$5.24M 0.58%
17,157
+54
+0.3% +$16.5K
SBUX icon
52
Starbucks
SBUX
$121B
$5.19M 0.57%
61,674
-4,158
-6% -$351K
SHW icon
53
Sherwin-Williams
SHW
$88.9B
$5.14M 0.57%
15,877
-1,025
-6% -$343K
SPYM
54
State Street SPDR Portfolio S&P 500 ETF
SPYM
$169B
$4.99M 0.55%
62,193
+21,090
+51% +$1.68M
NOW icon
55
ServiceNow
NOW
$132B
$4.86M 0.54%
31,694
+2,829
+10% +$485K
PWR icon
56
Quanta Services
PWR
$101B
$4.82M 0.53%
11,426
-1,899
-14% -$834K
DUK icon
57
Duke Energy
DUK
$94.9B
$4.82M 0.53%
41,102
-2,295
-5% -$280K
BKR icon
58
Baker Hughes
BKR
$64.1B
$4.67M 0.52%
102,553
-15,701
-13% -$745K
MELI icon
59
Mercado Libre
MELI
$95.4B
$4.46M 0.49%
2,216
+112
+5% +$235K
NFLX icon
60
Netflix
NFLX
$317B
$4.3M 0.48%
45,846
+926
+2% +$99.8K
PLD icon
61
Prologis
PLD
$132B
$4.23M 0.47%
33,112
-6,025
-15% -$751K
CSX icon
62
CSX Corp
CSX
$93.2B
$4.23M 0.47%
116,591
-23,852
-17% -$854K
LECO icon
63
Lincoln Electric
LECO
$15.5B
$4.17M 0.46%
17,386
-2,987
-15% -$707K
XLP icon
64
State Street Consumer Staples Select Sector SPDR ETF
XLP
$14.6B
$4.03M 0.45%
51,862
-879
-2% -$68.6K
NEE icon
65
NextEra Energy
NEE
$178B
$4.03M 0.45%
50,140
-5,069
-9% -$420K
AMD icon
66
Advanced Micro Devices
AMD
$762B
$3.85M 0.43%
17,969
-2,837
-14% -$637K
NUE icon
67
Nucor
NUE
$62.9B
$3.65M 0.4%
22,391
-4,249
-16% -$639K
OWL icon
68
Blue Owl Capital
OWL
$19B
$3.63M 0.4%
243,004
+7,561
+3% +$118K
WMT icon
69
Walmart Inc
WMT
$896B
$3.56M 0.39%
31,944
-6,460
-17% -$694K
BAC icon
70
Bank of America
BAC
$446B
$3.39M 0.37%
61,614
-19,464
-24% -$1.03M
SLB icon
71
SLB Ltd
SLB
$80.1B
$3.38M 0.37%
87,993
-7,382
-8% -$268K
MDLZ icon
72
Mondelez International
MDLZ
$78.4B
$3.12M 0.35%
57,985
-1,768
-3% -$102K
ROK icon
73
Rockwell Automation
ROK
$49.7B
$3.1M 0.34%
7,978
-1,149
-13% -$432K
TRMB icon
74
Trimble
TRMB
$13.7B
$3.06M 0.34%
39,060
-5,900
-13% -$470K
CVX icon
75
Chevron
CVX
$384B
$2.83M 0.31%
18,541
-3,055
-14% -$465K
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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ACM
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Hudson Valley Investment Advisors's Q4 2025 Portfolio in Review

As of Q4 2025, Hudson Valley Investment Advisors held 179 positions worth $904M, down 5.9% from $961M the previous quarter. Its ten largest holdings account for 40% of the portfolio.

Hudson Valley Investment Advisors withdrew a net $103M in Q4 2025, closing 30 positions and reducing 109 holdings. Its most notable exit was Sunoco, an estimated $600K position sold in full.

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

Against the trend, Hudson Valley Investment Advisors opened a new position in Marathon Petroleum worth $229K.

  • Hudson Valley Investment Advisors's largest Q4 2025 buy was Marathon Petroleum: 1,407 shares worth $229K.
  • Hudson Valley Investment Advisors added most to Adobe in Q4 2025, an estimated $1.79M increase.
  • Hudson Valley Investment Advisors's biggest Q4 2025 reduction was Chart Industries, cutting an estimated $10.1M.
  • Hudson Valley Investment Advisors fully exited Sunoco in Q4 2025, selling an estimated $600K.
  • Hudson Valley Investment Advisors's ten largest holdings make up 40% of its $904M portfolio in Q4 2025.
  • Hudson Valley Investment Advisors opened 2 new positions and closed 30 in Q4 2025.
  • Hudson Valley Investment Advisors's portfolio value fell 5.9% quarter-over-quarter to $904M.

Based on Hudson Valley Investment Advisors's 13F filing for Q4 2025, filed 6 Feb 2026.