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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
-1.9%
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
$772M
AUM Growth
-$132M
Cap. Flow
-$99M
Cap. Flow %
-12.83%
Top 10 Hldgs %
40.43%
Holding
152
New
3
Increased
11
Reduced
111
Closed
7

Top Buys

Rank Stock Value
1
SPYM
State Street SPDR Portfolio S&P 500 ETF
SPYM
+$2.51M
2
SPIB icon
State Street SPDR Portfolio Intermediate Term Corporate Bond ETF
SPIB
+$943K
3
SPSB icon
State Street SPDR Portfolio Short Term Corporate Bond ETF
SPSB
+$859K
4
NOW icon
ServiceNow
NOW
+$501K
5
FLOT icon
iShares Floating Rate Bond ETF
FLOT
+$482K

Top Sells

Rank Stock Value
1
NVDA icon
NVIDIA
NVDA
+$9.06M
2
GOOG icon
Alphabet (Google) Class C
GOOG
+$5.45M
3
AVGO icon
Broadcom
AVGO
+$5.38M
4
ADBE icon
Adobe
ADBE
+$4.43M
5
UNH icon
UnitedHealth
UNH
+$4.41M

Sector Composition

Rank Sector Weight
1 Technology 21.27%
2 Healthcare 14.36%
3 Financials 12.49%
4 Consumer Discretionary 6.07%
5 Communication Services 5.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
APH icon
51
Amphenol
APH
$211B
$4.46M 0.58%
35,269
-6,836
-16% -$962K
SHW icon
52
Sherwin-Williams
SHW
$88.2B
$4.39M 0.57%
13,709
-2,168
-14% -$746K
GS icon
53
Goldman Sachs
GS
$302B
$4.25M 0.55%
5,025
-1,276
-20% -$1.14M
XLP icon
54
State Street Consumer Staples Select Sector SPDR ETF
XLP
$14.6B
$4.15M 0.54%
50,676
-1,186
-2% -$99.9K
NFLX icon
55
Netflix
NFLX
$315B
$4.1M 0.53%
42,662
-3,184
-7% -$281K
CBRE icon
56
CBRE Group
CBRE
$42.5B
$4.09M 0.53%
30,179
-2,957
-9% -$449K
WMT icon
57
Walmart Inc
WMT
$895B
$3.84M 0.5%
30,872
-1,072
-3% -$132K
NEE icon
58
NextEra Energy
NEE
$178B
$3.8M 0.49%
40,893
-9,247
-18% -$822K
NOW icon
59
ServiceNow
NOW
$132B
$3.76M 0.49%
35,955
+4,261
+13% +$501K
MELI icon
60
Mercado Libre
MELI
$96.7B
$3.73M 0.48%
2,159
-57
-3% -$110K
TTWO icon
61
Take-Two Interactive
TTWO
$47.2B
$3.73M 0.48%
18,878
-2,604
-12% -$566K
CSX icon
62
CSX Corp
CSX
$92.4B
$3.7M 0.48%
90,253
-26,338
-23% -$1.03M
CVX icon
63
Chevron
CVX
$385B
$3.7M 0.48%
17,876
-665
-4% -$121K
PLD icon
64
Prologis
PLD
$132B
$3.62M 0.47%
27,366
-5,746
-17% -$768K
LECO icon
65
Lincoln Electric
LECO
$15.5B
$3.46M 0.45%
13,886
-3,500
-20% -$936K
SLB icon
66
SLB Ltd
SLB
$79.3B
$3.41M 0.44%
66,313
-21,680
-25% -$1.05M
AMD icon
67
Advanced Micro Devices
AMD
$766B
$3.36M 0.43%
16,493
-1,476
-8% -$315K
ADBE icon
68
Adobe
ADBE
$107B
$3.29M 0.43%
13,543
-15,998
-54% -$4.43M
XLE icon
69
State Street Energy Select Sector SPDR ETF
XLE
$39.7B
$3.25M 0.42%
53,000
-4,881
-8% -$262K
NUE icon
70
Nucor
NUE
$62.2B
$3.02M 0.39%
17,869
-4,522
-20% -$788K
MDLZ icon
71
Mondelez International
MDLZ
$78.1B
$2.95M 0.38%
51,173
-6,812
-12% -$395K
MDY icon
72
State Street SPDR S&P MIDCAP 400 ETF Trust
MDY
$27.1B
$2.8M 0.36%
4,532
+194
+4% +$123K
WBS icon
73
Webster Financial
WBS
$12.8B
$2.51M 0.33%
36,210
-1,748
-5% -$120K
RMD icon
74
ResMed
RMD
$32B
$2.47M 0.32%
11,000
– –
BAC icon
75
Bank of America
BAC
$447B
$2.47M 0.32%
50,637
-10,977
-18% -$566K
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 Q1 2026 Portfolio in Review

As of Q1 2026, Hudson Valley Investment Advisors held 152 positions worth $772M, down 15% from $904M the previous quarter. Its ten largest holdings account for 40% of the portfolio.

Hudson Valley Investment Advisors withdrew a net $99M in Q1 2026, closing 7 positions and reducing 111 holdings. Its most notable exit was Blue Owl Capital, an estimated $3.63M position sold in full.

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

Against the trend, Hudson Valley Investment Advisors opened a new position in Coterra Energy worth $263K.

  • Hudson Valley Investment Advisors's largest Q1 2026 buy was Coterra Energy: 7,476 shares worth $263K.
  • Hudson Valley Investment Advisors added most to State Street SPDR Portfolio S&P 500 ETF in Q1 2026, an estimated $2.51M increase.
  • Hudson Valley Investment Advisors's biggest Q1 2026 reduction was NVIDIA, cutting an estimated $9.06M.
  • Hudson Valley Investment Advisors fully exited Blue Owl Capital in Q1 2026, selling an estimated $3.63M.
  • Hudson Valley Investment Advisors's ten largest holdings make up 40% of its $772M portfolio in Q1 2026.
  • Hudson Valley Investment Advisors opened 3 new positions and closed 7 in Q1 2026.
  • Hudson Valley Investment Advisors's portfolio value fell 15% quarter-over-quarter to $772M.

Based on Hudson Valley Investment Advisors's 13F filing for Q1 2026, filed 14 Apr 2026.