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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
-1.9%
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
$772M
AUM Growth
-$132M
Cap. Flow
-$99M
Cap. Flow %
-12.83%
Top 10 Hldgs %
40.43%
Holding
152
New
3
Increased
11
Reduced
111
Closed
7

Top Buys

Rank Stock Value
1
SPYM
State Street SPDR Portfolio S&P 500 ETF
SPYM
+$2.51M
2
SPIB icon
State Street SPDR Portfolio Intermediate Term Corporate Bond ETF
SPIB
+$943K
3
SPSB icon
State Street SPDR Portfolio Short Term Corporate Bond ETF
SPSB
+$859K
4
NOW icon
ServiceNow
NOW
+$501K
5
FLOT icon
iShares Floating Rate Bond ETF
FLOT
+$482K

Top Sells

Rank Stock Value
1
NVDA icon
NVIDIA
NVDA
+$9.06M
2
GOOG icon
Alphabet (Google) Class C
GOOG
+$5.45M
3
AVGO icon
Broadcom
AVGO
+$5.38M
4
ADBE icon
Adobe
ADBE
+$4.43M
5
UNH icon
UnitedHealth
UNH
+$4.41M

Sector Composition

Rank Sector Weight
1 Technology 21.27%
2 Healthcare 14.36%
3 Financials 12.49%
4 Consumer Discretionary 6.07%
5 Communication Services 5.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
EMR icon
101
Emerson Electric
EMR
$90.8B
$807K 0.1%
6,162
-800
-11% -$115K
IYW icon
102
iShares US Technology ETF
IYW
$25.2B
$771K 0.1%
4,250
-120
-3% -$23.2K
GEV icon
103
GE Vernova
GEV
$270B
$706K 0.09%
809
– –
LMT icon
104
Lockheed Martin
LMT
$137B
$657K 0.09%
1,087
-309
-22% -$190K
COF icon
105
Capital One
COF
$135B
$654K 0.08%
3,584
– –
VZ icon
106
Verizon
VZ
$196B
$597K 0.08%
11,889
-1,944
-14% -$90.1K
GLW icon
107
Corning
GLW
$137B
$584K 0.08%
4,295
-250
-6% -$30.1K
IJR icon
108
iShares Core S&P Small-Cap ETF
IJR
$112B
$575K 0.07%
4,626
-10
-0.2% -$1.27K
MA icon
109
Mastercard
MA
$495B
$573K 0.07%
1,147
– –
IVV icon
110
iShares Core S&P 500 ETF
IVV
$902B
$572K 0.07%
875
– –
NYF icon
111
iShares New York Muni Bond ETF
NYF
$1.41B
$542K 0.07%
10,203
– –
NOC icon
112
Northrop Grumman
NOC
$81.8B
$522K 0.07%
765
-525
-41% -$363K
T icon
113
AT&T
T
$167B
$486K 0.06%
16,763
-6,338
-27% -$169K
AMT icon
114
American Tower
AMT
$79.4B
$456K 0.06%
2,640
-285
-10% -$51.3K
HUBB icon
115
Hubbell
HUBB
$27.4B
$442K 0.06%
900
– –
CB icon
116
Chubb
CB
$134B
$426K 0.06%
1,308
+219
+20% +$70.3K
SPYG icon
117
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
$54.9B
$398K 0.05%
4,067
-423
-9% -$44K
ITW icon
118
Illinois Tool Works
ITW
$83.8B
$376K 0.05%
1,443
-25
-2% -$6.8K
AFL icon
119
Aflac
AFL
$60.9B
$373K 0.05%
3,399
– –
EXR icon
120
Extra Space Storage
EXR
$30.9B
$369K 0.05%
2,817
– –
OSK icon
121
Oshkosh
OSK
$9.65B
$362K 0.05%
2,456
-675
-22% -$105K
VLO icon
122
Valero Energy
VLO
$92.9B
$352K 0.05%
1,425
– –
MPC icon
123
Marathon Petroleum
MPC
$93.4B
$344K 0.04%
1,407
– –
KO icon
124
Coca-Cola
KO
$373B
$340K 0.04%
4,470
-140
-3% -$10.6K
BA icon
125
Boeing
BA
$185B
$337K 0.04%
1,692
-250
-13% -$56.9K
3 4
5
6 7

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VT
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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 Q1 2026 Portfolio in Review

As of Q1 2026, Hudson Valley Investment Advisors held 152 positions worth $772M, down 15% from $904M the previous quarter. Its ten largest holdings account for 40% of the portfolio.

Hudson Valley Investment Advisors withdrew a net $99M in Q1 2026, closing 7 positions and reducing 111 holdings. Its most notable exit was Blue Owl Capital, an estimated $3.63M position sold in full.

By sector, the portfolio is most concentrated in Technology at 21% of assets, down from 24% a quarter earlier, followed by Healthcare and Financials.

Against the trend, Hudson Valley Investment Advisors opened a new position in Coterra Energy worth $263K.

  • Hudson Valley Investment Advisors's largest Q1 2026 buy was Coterra Energy: 7,476 shares worth $263K.
  • Hudson Valley Investment Advisors added most to State Street SPDR Portfolio S&P 500 ETF in Q1 2026, an estimated $2.51M increase.
  • Hudson Valley Investment Advisors's biggest Q1 2026 reduction was NVIDIA, cutting an estimated $9.06M.
  • Hudson Valley Investment Advisors fully exited Blue Owl Capital in Q1 2026, selling an estimated $3.63M.
  • Hudson Valley Investment Advisors's ten largest holdings make up 40% of its $772M portfolio in Q1 2026.
  • Hudson Valley Investment Advisors opened 3 new positions and closed 7 in Q1 2026.
  • Hudson Valley Investment Advisors's portfolio value fell 15% quarter-over-quarter to $772M.

Based on Hudson Valley Investment Advisors's 13F filing for Q1 2026, filed 14 Apr 2026.