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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
EXR icon
126
Extra Space Storage
EXR
$31B
$367K 0.04%
2,817
+5
+0.2% +$682
ITW icon
127
Illinois Tool Works
ITW
$83.8B
$362K 0.04%
1,468
+83
+6% +$20.7K
CB icon
128
Chubb
CB
$134B
$340K 0.04%
1,089
-392
-26% -$115K
NUV icon
129
Nuveen Municipal Value Fund
NUV
$1.89B
$333K 0.04%
36,715
-2,500
-6% -$22.6K
SPYV icon
130
State Street SPDR Portfolio S&P 500 Value ETF
SPYV
$36.6B
$328K 0.04%
5,771
-691
-11% -$38.8K
CVS icon
131
CVS Health
CVS
$119B
$327K 0.04%
4,121
-3,338
-45% -$263K
KO icon
132
Coca-Cola
KO
$373B
$322K 0.04%
4,610
+177
+4% +$12.3K
GTLS
133
DELISTED
Chart Industries
GTLS
$321K 0.04%
1,555
-49,723
-97% -$10.1M
ALB icon
134
Albemarle
ALB
$15.3B
$308K 0.03%
+2,175
New +$247K
ED icon
135
Consolidated Edison
ED
$39.6B
$306K 0.03%
3,083
+700
+29% +$69.5K
DLR icon
136
Digital Realty Trust
DLR
$70.8B
$281K 0.03%
1,815
– –
PNC icon
137
PNC Financial Services
PNC
$101B
$266K 0.03%
1,275
-300
-19% -$57.9K
IVW icon
138
iShares S&P 500 Growth ETF
IVW
$77.1B
$256K 0.03%
2,075
– –
HON icon
139
Honeywell
HON
$73.7B
$255K 0.03%
1,306
+8
+0.6% +$1.56K
BFOR icon
140
Barron's 400 ETF
BFOR
$236M
$247K 0.03%
12,000
– –
TSLA icon
141
Tesla
TSLA
$1.31T
$236K 0.03%
525
-196
-27% -$86.9K
NSC icon
142
Norfolk Southern
NSC
$75.4B
$232K 0.03%
804
-696
-46% -$201K
VLO icon
143
Valero Energy
VLO
$92.9B
$232K 0.03%
1,425
– –
AMGN icon
144
Amgen
AMGN
$224B
$230K 0.03%
702
-548
-44% -$174K
BCPC
145
Balchem Corp
BCPC
$5.7B
$229K 0.03%
1,493
-1,000
-40% -$153K
MPC icon
146
Marathon Petroleum
MPC
$93.4B
$229K 0.03%
+1,407
New +$263K
BMY icon
147
Bristol-Myers Squibb
BMY
$130B
$221K 0.02%
4,089
-2,800
-41% -$135K
HSY icon
148
Hershey
HSY
$36.5B
$215K 0.02%
1,181
+17
+1% +$3.11K
PLG
149
Platinum Group Metals
PLG
$200M
$31K ﹤0.01%
13,150
– –
AGNC icon
150
AGNC Investment
AGNC
$12.9B
– –
-16,000
Closed -$157K
4 5
6
7 8

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CCM
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FPCP
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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.