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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
CB icon
126
Chubb
CB
$134B
$439K 0.05%
1,516
+35
+2% +$10.1K
DIS icon
127
Walt Disney
DIS
$178B
$438K 0.05%
3,535
-1,201
-25% -$125K
EXR icon
128
Extra Space Storage
EXR
$31B
$415K 0.05%
2,812
– –
DLR icon
129
Digital Realty Trust
DLR
$70.8B
$397K 0.04%
2,277
-177
-7% -$28.9K
BCPC
130
Balchem Corp
BCPC
$5.65B
$397K 0.04%
2,493
-172
-6% -$27.9K
NSC icon
131
Norfolk Southern
NSC
$75B
$384K 0.04%
1,500
– –
HUBB icon
132
Hubbell
HUBB
$26.7B
$368K 0.04%
900
– –
NUV icon
133
Nuveen Municipal Value Fund
NUV
$1.91B
$358K 0.04%
41,215
-6,750
-14% -$58K
OSK icon
134
Oshkosh
OSK
$9.59B
$355K 0.04%
3,131
-1,456
-32% -$141K
AMGN icon
135
Amgen
AMGN
$226B
$354K 0.04%
1,268
+18
+1% +$5.1K
SPYV icon
136
State Street SPDR Portfolio S&P 500 Value ETF
SPYV
$36.6B
$349K 0.04%
6,668
-685
-9% -$34.2K
ITW icon
137
Illinois Tool Works
ITW
$83.9B
$342K 0.04%
1,385
– –
AFL icon
138
Aflac
AFL
$61.1B
$340K 0.04%
3,222
– –
MMM icon
139
3M
MMM
$93.9B
$334K 0.04%
2,197
– –
IVW icon
140
iShares S&P 500 Growth ETF
IVW
$77.4B
$325K 0.04%
2,950
– –
BNY
141
Bank of New York Mellon
BNY
$108B
$318K 0.03%
3,490
– –
KO icon
142
Coca-Cola
KO
$374B
$312K 0.03%
4,413
– –
PCEF icon
143
Invesco CEF Income Composite ETF
PCEF
$817M
$307K 0.03%
15,704
– –
HON icon
144
Honeywell
HON
$77B
$295K 0.03%
1,345
– –
PNC icon
145
PNC Financial Services
PNC
$100B
$294K 0.03%
1,575
– –
BMY icon
146
Bristol-Myers Squibb
BMY
$132B
$277K 0.03%
5,989
-4,220
-41% -$207K
ENB icon
147
Enbridge
ENB
$112B
$277K 0.03%
6,120
-123
-2% -$5.58K
CI icon
148
Cigna
CI
$73.6B
$268K 0.03%
811
– –
PSX icon
149
Phillips 66
PSX
$86B
$265K 0.03%
2,225
– –
NEA icon
150
Nuveen AMT-Free Quality Municipal Income Fund
NEA
$3.41B
$261K 0.03%
23,870
– –
4 5
6
7 8

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VT
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MA
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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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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.