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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
-3.36%
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
$837M
AUM Growth
-$45.8M
Cap. Flow
-$4.01M
Cap. Flow %
-0.48%
Top 10 Hldgs %
36.69%
Holding
181
New
4
Increased
34
Reduced
88
Closed
12

Top Buys

Rank Stock Value
1
META icon
Meta Platforms (Facebook)
META
+$4.38M
2
IBM icon
IBM
IBM
+$4.3M
3
APH icon
Amphenol
APH
+$4.09M
4
CBRE icon
CBRE Group
CBRE
+$3.11M
5
TRMB icon
Trimble
TRMB
+$3.03M

Top Sells

Rank Stock Value
1
AMD icon
Advanced Micro Devices
AMD
+$6.23M
2
AES icon
AES
AES
+$5.23M
3
PFE icon
Pfizer
PFE
+$3.13M
4
ILMN icon
Illumina
ILMN
+$2.29M
5
LEN icon
Lennar Class A
LEN
+$1.4M

Sector Composition

Rank Sector Weight
1 Technology 20.77%
2 Healthcare 16.25%
3 Financials 13.52%
4 Consumer Discretionary 7.21%
5 Industrials 6.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
CAT icon
101
Caterpillar
CAT
$389B
$869K 0.1%
2,634
-10
-0.4% -$3.56K
SPMD icon
102
State Street SPDR Portfolio S&P 400 Mid Cap ETF
SPMD
$18.9B
$834K 0.1%
16,297
+2,103
+15% +$115K
SJM icon
103
J.M. Smucker
SJM
$12.6B
$822K 0.1%
6,940
– –
GE icon
104
GE Aerospace
GE
$381B
$764K 0.09%
3,815
– –
SYY icon
105
Sysco
SYY
$40.4B
$714K 0.09%
9,519
-569
-6% -$41.7K
LMT icon
106
Lockheed Martin
LMT
$138B
$707K 0.08%
1,583
-233
-13% -$107K
SUN icon
107
Sunoco
SUN
$13.9B
$698K 0.08%
12,030
– –
CMC icon
108
Commercial Metals
CMC
$7.97B
$672K 0.08%
14,610
– –
IYW icon
109
iShares US Technology ETF
IYW
$25.2B
$631K 0.08%
4,495
-145
-3% -$22.6K
COF icon
110
Capital One
COF
$134B
$628K 0.08%
3,500
– –
BMY icon
111
Bristol-Myers Squibb
BMY
$130B
$623K 0.07%
10,209
-319
-3% -$18.6K
MA icon
112
Mastercard
MA
$492B
$594K 0.07%
1,084
– –
CVS icon
113
CVS Health
CVS
$120B
$568K 0.07%
8,381
-325
-4% -$19.4K
BA icon
114
Boeing
BA
$184B
$549K 0.07%
3,217
-449
-12% -$77.7K
NYF icon
115
iShares New York Muni Bond ETF
NYF
$1.41B
$529K 0.06%
10,050
– –
DIS icon
116
Walt Disney
DIS
$179B
$467K 0.06%
4,736
-680
-13% -$73.1K
CB icon
117
Chubb
CB
$134B
$447K 0.05%
1,481
-239
-14% -$66.4K
BCPC
118
Balchem Corp
BCPC
$5.7B
$442K 0.05%
2,665
-318
-11% -$52.2K
IJR icon
119
iShares Core S&P Small-Cap ETF
IJR
$112B
$441K 0.05%
4,218
-1
-0% -$113
GLW icon
120
Corning
GLW
$137B
$440K 0.05%
9,615
– –
SPYG icon
121
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
$54.8B
$437K 0.05%
5,435
-287
-5% -$25.1K
IVV icon
122
iShares Core S&P 500 ETF
IVV
$901B
$435K 0.05%
775
– –
OSK icon
123
Oshkosh
OSK
$9.64B
$432K 0.05%
4,587
-15
-0.3% -$1.5K
NUV icon
124
Nuveen Municipal Value Fund
NUV
$1.9B
$421K 0.05%
47,965
+3
+0% +$26
EXR icon
125
Extra Space Storage
EXR
$31B
$418K 0.05%
2,812
– –
3 4
5
6 7

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FPCP
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Hudson Valley Investment Advisors's Q1 2025 Portfolio in Review

As of Q1 2025, Hudson Valley Investment Advisors held 181 positions worth $837M, down 5.2% from $883M the previous quarter. Its ten largest holdings account for 37% of the portfolio.

Hudson Valley Investment Advisors's Q1 2025 filing shows 4 new, 34 increased, 88 reduced and 12 closed positions. Its largest new stake was Amphenol: 59,907 shares worth $3.93M. The largest sale was Advanced Micro Devices, an estimated $6.23M.

By sector, the portfolio is most concentrated in Technology at 21% of assets, down from 22% a quarter earlier, followed by Healthcare and Financials.

  • Hudson Valley Investment Advisors's largest Q1 2025 buy was Amphenol: 59,907 shares worth $3.93M.
  • Hudson Valley Investment Advisors added most to Meta Platforms (Facebook) in Q1 2025, an estimated $4.38M increase.
  • Hudson Valley Investment Advisors's biggest Q1 2025 reduction was Advanced Micro Devices, cutting an estimated $6.23M.
  • Hudson Valley Investment Advisors fully exited AES in Q1 2025, selling an estimated $5.23M.
  • Hudson Valley Investment Advisors's ten largest holdings make up 37% of its $837M portfolio in Q1 2025.
  • Hudson Valley Investment Advisors opened 4 new positions and closed 12 in Q1 2025.
  • Hudson Valley Investment Advisors's portfolio value fell 5.2% quarter-over-quarter to $837M.

Based on Hudson Valley Investment Advisors's 13F filing for Q1 2025, filed 11 Apr 2025.