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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
XLB icon
101
State Street Materials Select Sector SPDR ETF
XLB
$8.72B
$1.24M 0.13%
27,634
+1,860
+7% +$84.1K
GE icon
102
GE Aerospace
GE
$381B
$1.15M 0.12%
3,815
– –
NOC icon
103
Northrop Grumman
NOC
$81.7B
$1.14M 0.12%
1,870
– –
VZ icon
104
Verizon
VZ
$196B
$981K 0.1%
22,312
+146
+0.7% +$6.32K
T icon
105
AT&T
T
$167B
$969K 0.1%
34,313
-106
-0.3% -$3.01K
MRK icon
106
Merck
MRK
$322B
$913K 0.1%
10,884
-311
-3% -$25.6K
IYW icon
107
iShares US Technology ETF
IYW
$25.2B
$870K 0.09%
4,440
-40
-0.9% -$7.32K
CMC icon
108
Commercial Metals
CMC
$7.99B
$837K 0.09%
14,610
– –
GLW icon
109
Corning
GLW
$137B
$791K 0.08%
9,645
+30
+0.3% +$1.96K
CSW
110
CSW Industrials
CSW
$5.74B
$780K 0.08%
3,212
– –
SYY icon
111
Sysco
SYY
$40.3B
$753K 0.08%
9,144
– –
COF icon
112
Capital One
COF
$134B
$744K 0.08%
3,500
-12
-0.3% -$2.63K
PFE icon
113
Pfizer
PFE
$152B
$733K 0.08%
28,764
-646
-2% -$15.9K
LMT icon
114
Lockheed Martin
LMT
$138B
$697K 0.07%
1,396
-28
-2% -$12.7K
BA icon
115
Boeing
BA
$185B
$661K 0.07%
3,064
– –
AMT icon
116
American Tower
AMT
$79.3B
$639K 0.07%
3,323
+26
+0.8% +$5.42K
MA icon
117
Mastercard
MA
$493B
$632K 0.07%
1,111
+27
+2% +$15.5K
SUN icon
118
Sunoco
SUN
$13.9B
$600K 0.06%
12,000
-30
-0.2% -$1.56K
CVS icon
119
CVS Health
CVS
$119B
$562K 0.06%
7,459
-255
-3% -$17.5K
GEV icon
120
GE Vernova
GEV
$269B
$523K 0.05%
850
– –
IVV icon
121
iShares Core S&P 500 ETF
IVV
$902B
$519K 0.05%
775
– –
NYF icon
122
iShares New York Muni Bond ETF
NYF
$1.41B
$517K 0.05%
9,700
– –
SPYG icon
123
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
$54.9B
$516K 0.05%
4,936
-146
-3% -$14.5K
IJR icon
124
iShares Core S&P Small-Cap ETF
IJR
$112B
$506K 0.05%
4,261
– –
NSC icon
125
Norfolk Southern
NSC
$75.3B
$451K 0.05%
1,500
– –
3 4
5
6 7

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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.