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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
CB icon
126
Chubb
CB
$134B
$418K 0.04%
1,481
-35
-2% -$9.63K
OSK icon
127
Oshkosh
OSK
$9.62B
$406K 0.04%
3,131
– –
EXR icon
128
Extra Space Storage
EXR
$31B
$396K 0.04%
2,812
– –
DIS icon
129
Walt Disney
DIS
$179B
$393K 0.04%
3,435
-100
-3% -$11.8K
HUBB icon
130
Hubbell
HUBB
$27.5B
$387K 0.04%
900
– –
BNY
131
Bank of New York Mellon
BNY
$109B
$380K 0.04%
3,490
– –
AFL icon
132
Aflac
AFL
$60.7B
$376K 0.04%
3,370
+148
+5% +$15.5K
BCPC
133
Balchem Corp
BCPC
$5.71B
$374K 0.04%
2,493
– –
ITW icon
134
Illinois Tool Works
ITW
$83.5B
$361K 0.04%
1,385
– –
SPYV icon
135
State Street SPDR Portfolio S&P 500 Value ETF
SPYV
$36.6B
$358K 0.04%
6,462
-206
-3% -$11.1K
AMGN icon
136
Amgen
AMGN
$224B
$353K 0.04%
1,250
-18
-1% -$5.22K
NUV icon
137
Nuveen Municipal Value Fund
NUV
$1.9B
$352K 0.04%
39,215
-2,000
-5% -$17.4K
MMM icon
138
3M
MMM
$94.4B
$341K 0.04%
2,197
– –
TSLA icon
139
Tesla
TSLA
$1.31T
$321K 0.03%
721
-65
-8% -$22.5K
PNC icon
140
PNC Financial Services
PNC
$101B
$316K 0.03%
1,575
– –
DLR icon
141
Digital Realty Trust
DLR
$70.6B
$314K 0.03%
1,815
-462
-20% -$79K
PCEF icon
142
Invesco CEF Income Composite ETF
PCEF
$817M
$314K 0.03%
15,704
– –
BMY icon
143
Bristol-Myers Squibb
BMY
$130B
$311K 0.03%
6,889
+900
+15% +$42K
ENB icon
144
Enbridge
ENB
$113B
$308K 0.03%
6,094
-26
-0.4% -$1.22K
PSX icon
145
Phillips 66
PSX
$89.5B
$303K 0.03%
2,225
– –
KO icon
146
Coca-Cola
KO
$372B
$294K 0.03%
4,433
+20
+0.5% +$1.38K
NEA icon
147
Nuveen AMT-Free Quality Municipal Income Fund
NEA
$3.39B
$272K 0.03%
23,870
– –
QCOM icon
148
Qualcomm
QCOM
$171B
$268K 0.03%
1,609
+9
+0.6% +$1.43K
PFFA icon
149
Virtus InfraCap US Preferred Stock ETF
PFFA
$2.49B
$261K 0.03%
12,000
– –
HON icon
150
Honeywell
HON
$72.9B
$257K 0.03%
1,298
-47
-3% -$9.82K
4 5
6
7 8

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FPCP
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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.