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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
RMD icon
76
ResMed
RMD
$32.7B
$2.65M 0.29%
11,000
– –
MDY icon
77
State Street SPDR S&P MIDCAP 400 ETF Trust
MDY
$27.1B
$2.62M 0.29%
4,338
-19
-0.4% -$11.4K
XLE icon
78
State Street Energy Select Sector SPDR ETF
XLE
$39.8B
$2.59M 0.29%
57,881
-3,011
-5% -$134K
PG icon
79
Procter & Gamble
PG
$337B
$2.48M 0.27%
17,323
-1,104
-6% -$163K
WBS icon
80
Webster Financial
WBS
$12.8B
$2.39M 0.26%
37,958
-7,926
-17% -$471K
WY icon
81
Weyerhaeuser
WY
$18B
$2.38M 0.26%
100,617
-9,054
-8% -$209K
ORCL icon
82
Oracle
ORCL
$418B
$2.29M 0.25%
11,725
-3,360
-22% -$800K
ADP icon
83
Automatic Data Processing
ADP
$108B
$2.03M 0.22%
7,883
-415
-5% -$110K
JNJ icon
84
Johnson & Johnson
JNJ
$627B
$1.88M 0.21%
9,107
-1,995
-18% -$395K
SPMD icon
85
State Street SPDR Portfolio S&P 400 Mid Cap ETF
SPMD
$18.9B
$1.84M 0.2%
31,765
+1,654
+5% +$95K
XLU icon
86
State Street Utilities Select Sector SPDR ETF
XLU
$22.7B
$1.78M 0.2%
41,787
-2,239
-5% -$99.2K
RTX icon
87
RTX Corp
RTX
$301B
$1.77M 0.2%
9,642
-117
-1% -$20.3K
QQQ icon
88
Invesco QQQ Trust
QQQ
$478B
$1.76M 0.19%
2,867
+127
+5% +$77.9K
BX icon
89
Blackstone
BX
$117B
$1.71M 0.19%
11,087
-1,348
-11% -$205K
GNRC icon
90
Generac Holdings
GNRC
$12.8B
$1.69M 0.19%
12,405
-1,076
-8% -$174K
SO icon
91
Southern Company
SO
$106B
$1.66M 0.18%
19,000
-1,190
-6% -$109K
GOOGL icon
92
Alphabet (Google) Class A
GOOGL
$4.21T
$1.6M 0.18%
5,113
-1,652
-24% -$472K
XLRE icon
93
State Street Real Estate Select Sector SPDR ETF
XLRE
$8.49B
$1.39M 0.15%
34,468
+1,013
+3% +$41.7K
SUB icon
94
iShares Short-Term National Muni Bond ETF
SUB
$11.4B
$1.36M 0.15%
12,753
+700
+6% +$74.6K
ABT icon
95
Abbott
ABT
$190B
$1.3M 0.14%
10,411
+112
+1% +$14.3K
COST icon
96
Costco
COST
$419B
$1.28M 0.14%
1,482
-215
-13% -$195K
XLB icon
97
State Street Materials Select Sector SPDR ETF
XLB
$8.72B
$1.27M 0.14%
27,937
+303
+1% +$13.4K
GE icon
98
GE Aerospace
GE
$381B
$1.12M 0.12%
3,649
-166
-4% -$50K
COP icon
99
ConocoPhillips
COP
$151B
$1.09M 0.12%
11,614
-2,676
-19% -$242K
CMC icon
100
Commercial Metals
CMC
$8.01B
$1.01M 0.11%
14,610
– –
2 3
4
5 6

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CCM
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FPCP
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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.