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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
SPYM
76
State Street SPDR Portfolio S&P 500 ETF
SPYM
$168B
$3.22M 0.34%
41,103
+3,437
+9% +$259K
ROK icon
77
Rockwell Automation
ROK
$49.6B
$3.19M 0.33%
9,127
-182
-2% -$62.9K
RMD icon
78
ResMed
RMD
$32.6B
$3.01M 0.31%
11,000
– –
PG icon
79
Procter & Gamble
PG
$338B
$2.83M 0.29%
18,427
-176
-0.9% -$27.5K
WBS icon
80
Webster Financial
WBS
$12.8B
$2.73M 0.28%
45,884
-291
-0.6% -$17.3K
XLE icon
81
State Street Energy Select Sector SPDR ETF
XLE
$39.8B
$2.72M 0.28%
60,892
-706
-1% -$30.9K
WY icon
82
Weyerhaeuser
WY
$18B
$2.72M 0.28%
109,671
-5,041
-4% -$129K
MDY icon
83
State Street SPDR S&P MIDCAP 400 ETF Trust
MDY
$27.1B
$2.6M 0.27%
4,357
+36
+0.8% +$21.1K
ADP icon
84
Automatic Data Processing
ADP
$108B
$2.44M 0.25%
8,298
-7
-0.1% -$2.11K
GNRC icon
85
Generac Holdings
GNRC
$12.8B
$2.26M 0.24%
13,481
-1,537
-10% -$269K
BX icon
86
Blackstone
BX
$117B
$2.12M 0.22%
12,435
+9
+0.1% +$1.54K
JNJ icon
87
Johnson & Johnson
JNJ
$624B
$2.06M 0.21%
11,102
+209
+2% +$35.8K
XLU icon
88
State Street Utilities Select Sector SPDR ETF
XLU
$22.6B
$1.92M 0.2%
44,026
+1,792
+4% +$75.8K
SO icon
89
Southern Company
SO
$106B
$1.91M 0.2%
20,190
– –
SPMD icon
90
State Street SPDR Portfolio S&P 400 Mid Cap ETF
SPMD
$18.9B
$1.72M 0.18%
30,111
+6,711
+29% +$378K
QQQ icon
91
Invesco QQQ Trust
QQQ
$478B
$1.65M 0.17%
2,740
-75
-3% -$42.9K
GOOGL icon
92
Alphabet (Google) Class A
GOOGL
$4.2T
$1.64M 0.17%
6,765
+35
+0.5% +$7.33K
RTX icon
93
RTX Corp
RTX
$301B
$1.63M 0.17%
9,759
+40
+0.4% +$6.21K
COST icon
94
Costco
COST
$419B
$1.57M 0.16%
1,697
-135
-7% -$129K
XLRE icon
95
State Street Real Estate Select Sector SPDR ETF
XLRE
$8.47B
$1.41M 0.15%
33,455
+4,228
+14% +$177K
ABT icon
96
Abbott
ABT
$190B
$1.38M 0.14%
10,299
– –
EMR icon
97
Emerson Electric
EMR
$91.5B
$1.38M 0.14%
10,487
-15
-0.1% -$2.04K
COP icon
98
ConocoPhillips
COP
$151B
$1.35M 0.14%
14,290
-176
-1% -$16.6K
SUB icon
99
iShares Short-Term National Muni Bond ETF
SUB
$11.4B
$1.29M 0.13%
12,053
+775
+7% +$82.8K
CAT icon
100
Caterpillar
CAT
$389B
$1.25M 0.13%
2,629
-5
-0.2% -$2.13K
2 3
4
5 6

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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 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.