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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
CSW
101
CSW Industrials
CSW
$5.75B
$943K 0.1%
3,212
– –
EMR icon
102
Emerson Electric
EMR
$90.8B
$924K 0.1%
6,962
-3,525
-34% -$468K
IYW icon
103
iShares US Technology ETF
IYW
$25.2B
$873K 0.1%
4,370
-70
-2% -$14K
MRK icon
104
Merck
MRK
$322B
$871K 0.1%
8,275
-2,609
-24% -$245K
COF icon
105
Capital One
COF
$135B
$869K 0.1%
3,584
+84
+2% +$18.7K
CAT icon
106
Caterpillar
CAT
$389B
$819K 0.09%
1,429
-1,200
-46% -$667K
NOC icon
107
Northrop Grumman
NOC
$81.8B
$736K 0.08%
1,290
-580
-31% -$337K
LMT icon
108
Lockheed Martin
LMT
$137B
$675K 0.07%
1,396
– –
MA icon
109
Mastercard
MA
$495B
$655K 0.07%
1,147
+36
+3% +$20.1K
IVV icon
110
iShares Core S&P 500 ETF
IVV
$902B
$599K 0.07%
875
+100
+13% +$67.9K
T icon
111
AT&T
T
$167B
$574K 0.06%
23,101
-11,212
-33% -$284K
VZ icon
112
Verizon
VZ
$196B
$563K 0.06%
13,833
-8,479
-38% -$344K
IJR icon
113
iShares Core S&P Small-Cap ETF
IJR
$112B
$557K 0.06%
4,636
+375
+9% +$44.8K
NYF icon
114
iShares New York Muni Bond ETF
NYF
$1.41B
$546K 0.06%
10,203
+503
+5% +$26.9K
GEV icon
115
GE Vernova
GEV
$270B
$529K 0.06%
809
-41
-5% -$25K
AMT icon
116
American Tower
AMT
$79.4B
$514K 0.06%
2,925
-398
-12% -$72.4K
SPYG icon
117
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
$55B
$479K 0.05%
4,490
-446
-9% -$47.3K
BA icon
118
Boeing
BA
$185B
$422K 0.05%
1,942
-1,122
-37% -$231K
PFE icon
119
Pfizer
PFE
$151B
$409K 0.05%
16,444
-12,320
-43% -$311K
HUBB icon
120
Hubbell
HUBB
$27.4B
$400K 0.04%
900
– –
GLW icon
121
Corning
GLW
$137B
$398K 0.04%
4,545
-5,100
-53% -$439K
OSK icon
122
Oshkosh
OSK
$9.65B
$393K 0.04%
3,131
– –
DIS icon
123
Walt Disney
DIS
$178B
$386K 0.04%
3,395
-40
-1% -$4.41K
SYY icon
124
Sysco
SYY
$40.3B
$381K 0.04%
5,174
-3,970
-43% -$302K
AFL icon
125
Aflac
AFL
$60.9B
$375K 0.04%
3,399
+29
+0.9% +$3.19K
3 4
5
6 7

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SCM
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CCM
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FPCP
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AC
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DI
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ACM
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BC
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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.