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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
CAT icon
101
Caterpillar
CAT
$385B
$1.02M 0.11%
2,634
– –
T icon
102
AT&T
T
$165B
$996K 0.11%
34,419
-1,060
-3% -$29.2K
GE icon
103
GE Aerospace
GE
$380B
$982K 0.11%
3,815
– –
VZ icon
104
Verizon
VZ
$195B
$959K 0.11%
22,166
-1,817
-8% -$78.7K
NOC icon
105
Northrop Grumman
NOC
$82.1B
$935K 0.1%
1,870
-10
-0.5% -$4.92K
CSW
106
CSW Industrials
CSW
$5.67B
$921K 0.1%
3,212
– –
MRK icon
107
Merck
MRK
$323B
$886K 0.1%
11,195
-2,107
-16% -$167K
IYW icon
108
iShares US Technology ETF
IYW
$25.3B
$776K 0.09%
4,480
-15
-0.3% -$2.27K
COF icon
109
Capital One
COF
$134B
$747K 0.08%
3,512
+12
+0.3% +$2.24K
AMT icon
110
American Tower
AMT
$78.8B
$729K 0.08%
3,297
-748
-18% -$161K
CMC icon
111
Commercial Metals
CMC
$8.1B
$715K 0.08%
14,610
– –
PFE icon
112
Pfizer
PFE
$154B
$713K 0.08%
29,410
-6,982
-19% -$163K
SYY icon
113
Sysco
SYY
$40.1B
$693K 0.08%
9,144
-375
-4% -$27.2K
LMT icon
114
Lockheed Martin
LMT
$139B
$660K 0.07%
1,424
-159
-10% -$74.4K
SUN icon
115
Sunoco
SUN
$13.5B
$645K 0.07%
12,030
– –
BA icon
116
Boeing
BA
$184B
$642K 0.07%
3,064
-153
-5% -$28.9K
MA icon
117
Mastercard
MA
$493B
$609K 0.07%
1,084
– –
CVS icon
118
CVS Health
CVS
$122B
$532K 0.06%
7,714
-667
-8% -$43.7K
NYF icon
119
iShares New York Muni Bond ETF
NYF
$1.41B
$506K 0.06%
9,700
-350
-3% -$18.2K
GLW icon
120
Corning
GLW
$136B
$506K 0.06%
9,615
– –
JPST icon
121
JPMorgan Ultra-Short Income ETF
JPST
$40.6B
$500K 0.05%
+9,864
New +$498K
SPYG icon
122
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
$55.2B
$484K 0.05%
5,082
-353
-6% -$30.3K
IVV icon
123
iShares Core S&P 500 ETF
IVV
$904B
$481K 0.05%
775
– –
IJR icon
124
iShares Core S&P Small-Cap ETF
IJR
$112B
$466K 0.05%
4,261
+43
+1% +$4.45K
GEV icon
125
GE Vernova
GEV
$264B
$450K 0.05%
850
– –
3 4
5
6 7

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MA
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SCM
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CCM
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FPCP
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DI
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ACM
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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.