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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
ROK icon
76
Rockwell Automation
ROK
$48.3B
$3.09M 0.34%
+9,309
New +$2.65M
PG icon
77
Procter & Gamble
PG
$340B
$2.96M 0.32%
18,603
+47
+0.3% +$7.67K
WY icon
78
Weyerhaeuser
WY
$18.2B
$2.95M 0.32%
114,712
-8,509
-7% -$223K
RMD icon
79
ResMed
RMD
$31.9B
$2.84M 0.31%
11,000
– –
SPYM
80
State Street SPDR Portfolio S&P 500 ETF
SPYM
$169B
$2.74M 0.3%
+37,666
New +$2.53M
XLE icon
81
State Street Energy Select Sector SPDR ETF
XLE
$39.3B
$2.61M 0.29%
61,598
-6,384
-9% -$266K
ADP icon
82
Automatic Data Processing
ADP
$109B
$2.56M 0.28%
8,305
– –
WBS icon
83
Webster Financial
WBS
$12.8B
$2.52M 0.28%
46,175
-69
-0.1% -$3.44K
MDY icon
84
State Street SPDR S&P MIDCAP 400 ETF Trust
MDY
$27B
$2.45M 0.27%
4,321
-118
-3% -$63.3K
GNRC icon
85
Generac Holdings
GNRC
$12.2B
$2.15M 0.24%
15,018
+165
+1% +$20.1K
BX icon
86
Blackstone
BX
$113B
$1.86M 0.2%
12,426
– –
SO icon
87
Southern Company
SO
$105B
$1.85M 0.2%
20,190
– –
COST icon
88
Costco
COST
$423B
$1.81M 0.2%
1,832
-80
-4% -$79.5K
XLU icon
89
State Street Utilities Select Sector SPDR ETF
XLU
$22.4B
$1.72M 0.19%
42,234
-1,570
-4% -$62.6K
JNJ icon
90
Johnson & Johnson
JNJ
$631B
$1.66M 0.18%
10,893
-2,416
-18% -$371K
QQQ icon
91
Invesco QQQ Trust
QQQ
$479B
$1.55M 0.17%
2,815
-30
-1% -$14.9K
RTX icon
92
RTX Corp
RTX
$302B
$1.42M 0.16%
9,719
-50
-0.5% -$6.66K
ABT icon
93
Abbott
ABT
$188B
$1.4M 0.15%
10,299
-10
-0.1% -$1.32K
EMR icon
94
Emerson Electric
EMR
$88.5B
$1.4M 0.15%
10,502
-61
-0.6% -$7K
COP icon
95
ConocoPhillips
COP
$148B
$1.3M 0.14%
14,466
-1,271
-8% -$114K
SPMD icon
96
State Street SPDR Portfolio S&P 400 Mid Cap ETF
SPMD
$18.9B
$1.27M 0.14%
23,400
+7,103
+44% +$366K
XLRE icon
97
State Street Real Estate Select Sector SPDR ETF
XLRE
$8.54B
$1.21M 0.13%
29,227
+2,143
+8% +$88K
SUB icon
98
iShares Short-Term National Muni Bond ETF
SUB
$11.4B
$1.2M 0.13%
11,278
– –
GOOGL icon
99
Alphabet (Google) Class A
GOOGL
$4.37T
$1.19M 0.13%
6,730
+77
+1% +$12.6K
XLB icon
100
State Street Materials Select Sector SPDR ETF
XLB
$8.71B
$1.13M 0.12%
25,774
-778
-3% -$33K
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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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.