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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
+16.8%
1 Year Est. Return
+31.4%
3 Year Est. Return
+94.6%
5 Year Est. Return
+130.12%
10 Year Est. Return
+460.74%
AUM
$823M
AUM Growth
+$51.5M
Cap. Flow
-$41.2M
Cap. Flow %
-5.01%
Top 10 Hldgs %
41.47%
Holding
152
New
7
Increased
24
Reduced
100
Closed
9

Top Buys

Rank Stock Value
1
MPC icon
Marathon Petroleum
MPC
+$5.15M
2
NEM icon
Newmont
NEM
+$5.14M
3
THC icon
Tenet Healthcare
THC
+$4.82M
4
JLL icon
Jones Lang LaSalle
JLL
+$4.11M
5
ALL icon
Allstate
ALL
+$2.73M

Top Sells

Rank Stock Value
1
SPYM
State Street SPDR Portfolio S&P 500 ETF
SPYM
+$7.62M
2
DHR icon
Danaher
DHR
+$5.72M
3
CMG icon
Chipotle Mexican Grill
CMG
+$4.52M
4
NVDA icon
NVIDIA
NVDA
+$4.03M
5
TTWO icon
Take-Two Interactive
TTWO
+$3.73M

Sector Composition

Rank Sector Weight
1 Technology 22.96%
2 Healthcare 14.11%
3 Financials 13.16%
4 Industrials 5.54%
5 Consumer Discretionary 5.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
GNRC icon
76
Generac Holdings
GNRC
$11.6B
$2.38M 0.29%
8,134
-1,618
-17% -$405K
PG icon
77
Procter & Gamble
PG
$336B
$2.34M 0.28%
15,925
-491
-3% -$71.5K
SPMD icon
78
State Street SPDR Portfolio S&P 400 Mid Cap ETF
SPMD
$18.2B
$2.28M 0.28%
33,727
+212
+0.6% +$13.6K
RMD icon
79
ResMed
RMD
$30.6B
$2.14M 0.26%
11,000
– –
JNJ icon
80
Johnson & Johnson
JNJ
$618B
$2.02M 0.25%
7,963
-124
-2% -$28.9K
QQQ icon
81
Invesco QQQ Trust
QQQ
$453B
$2M 0.24%
2,710
-10
-0.4% -$6.88K
TRMB icon
82
Trimble
TRMB
$13.2B
$1.86M 0.23%
36,258
+3,346
+10% +$198K
SO icon
83
Southern Company
SO
$109B
$1.74M 0.21%
18,133
-377
-2% -$35.5K
GOOGL icon
84
Alphabet (Google) Class A
GOOGL
$4.36T
$1.73M 0.21%
4,842
-34
-0.7% -$12.2K
XLU icon
85
State Street Utilities Select Sector SPDR ETF
XLU
$22.8B
$1.7M 0.21%
37,524
-780
-2% -$35.3K
XLRE icon
86
State Street Real Estate Select Sector SPDR ETF
XLRE
$8.55B
$1.58M 0.19%
35,843
-151
-0.4% -$6.64K
ADP icon
87
Automatic Data Processing
ADP
$106B
$1.55M 0.19%
6,902
-748
-10% -$160K
RTX icon
88
RTX Corp
RTX
$290B
$1.45M 0.18%
7,655
-311
-4% -$57K
XLB icon
89
State Street Materials Select Sector SPDR ETF
XLB
$8.5B
$1.44M 0.18%
28,380
+367
+1% +$18.8K
GE icon
90
GE Aerospace
GE
$374B
$1.36M 0.17%
3,640
-9
-0.2% -$2.82K
BX icon
91
Blackstone
BX
$102B
$1.31M 0.16%
11,104
+17
+0.2% +$2.04K
ORCL icon
92
Oracle
ORCL
$374B
$1.29M 0.16%
8,816
+146
+2% +$26.5K
UNH icon
93
UnitedHealth
UNH
$376B
$1.29M 0.16%
3,108
-282
-8% -$105K
CAT icon
94
Caterpillar
CAT
$375B
$1.23M 0.15%
1,154
-100
-8% -$87.8K
GLW icon
95
Corning
GLW
$119B
$1.1M 0.13%
4,295
– –
IYW icon
96
iShares US Technology ETF
IYW
$23.6B
$1.08M 0.13%
4,270
+20
+0.5% +$4.59K
SUB icon
97
iShares Short-Term National Muni Bond ETF
SUB
$11.4B
$1.03M 0.13%
9,715
-3,038
-24% -$323K
GEV icon
98
GE Vernova
GEV
$264B
$948K 0.12%
807
-2
-0.2% -$2.04K
COP icon
99
ConocoPhillips
COP
$147B
$937K 0.11%
9,015
-344
-4% -$40.8K
ABT icon
100
Abbott
ABT
$183B
$912K 0.11%
10,048
-213
-2% -$19.4K
2 3
4
5 6

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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 Q2 2026 Portfolio in Review

As of Q2 2026, Hudson Valley Investment Advisors held 152 positions worth $823M, up 6.7% from $772M the previous quarter. Its ten largest holdings account for 41% of the portfolio.

Hudson Valley Investment Advisors withdrew a net $41.2M in Q2 2026, closing 9 positions and reducing 100 holdings. Its most notable exit was Chipotle Mexican Grill, an estimated $4.52M position sold in full.

By sector, the portfolio is most concentrated in Technology at 23% of assets, up from 21% a quarter earlier, followed by Healthcare and Financials.

Against the trend, Hudson Valley Investment Advisors opened a new position in Newmont worth $4.41M.

  • Hudson Valley Investment Advisors's largest Q2 2026 buy was Newmont: 47,198 shares worth $4.41M.
  • Hudson Valley Investment Advisors added most to Marathon Petroleum in Q2 2026, an estimated $5.15M increase.
  • Hudson Valley Investment Advisors's biggest Q2 2026 reduction was State Street SPDR Portfolio S&P 500 ETF, cutting an estimated $7.62M.
  • Hudson Valley Investment Advisors fully exited Chipotle Mexican Grill in Q2 2026, selling an estimated $4.52M.
  • Hudson Valley Investment Advisors's ten largest holdings make up 41% of its $823M portfolio in Q2 2026.
  • Hudson Valley Investment Advisors opened 7 new positions and closed 9 in Q2 2026.
  • Hudson Valley Investment Advisors's portfolio value rose 6.7% quarter-over-quarter to $823M.

Based on Hudson Valley Investment Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.