Hudson Valley Investment Advisors Portfolio holdings
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Marathon Petroleum
MPC
|
+$5.15M |
| 2 |
Newmont
NEM
|
+$5.14M |
| 3 |
Tenet Healthcare
THC
|
+$4.82M |
| 4 |
Jones Lang LaSalle
JLL
|
+$4.11M |
| 5 |
Allstate
ALL
|
+$2.73M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
SPYM
State Street SPDR Portfolio S&P 500 ETF
SPYM
|
+$7.62M |
| 2 |
Danaher
DHR
|
+$5.72M |
| 3 |
Chipotle Mexican Grill
CMG
|
+$4.52M |
| 4 |
NVIDIA
NVDA
|
+$4.03M |
| 5 |
Take-Two Interactive
TTWO
|
+$3.73M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 22.96% |
| 2 | Healthcare | 14.11% |
| 3 | Financials | 13.16% |
| 4 | Industrials | 5.54% |
| 5 | Consumer Discretionary | 5.15% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
|
151
Take-Two Interactive
TTWO
$45.4B
| – | – |
-18,878
| Closed | -$3.73M |
|
152
Weyerhaeuser
WY
$18B
| – | – |
-90,994
| Closed | -$2.22M |
|
Similar funds
Hudson Valley Investment Advisors's Q2 2026 Portfolio in Review
As of Q2 2026, Hudson Valley Investment Advisors held 152 positions worth $823M, up 6.7% from $772M the previous quarter. Its ten largest holdings account for 41% of the portfolio.
Hudson Valley Investment Advisors withdrew a net $41.2M in Q2 2026, closing 9 positions and reducing 100 holdings. Its most notable exit was Chipotle Mexican Grill, an estimated $4.52M position sold in full.
By sector, the portfolio is most concentrated in Technology at 23% of assets, up from 21% a quarter earlier, followed by Healthcare and Financials.
Against the trend, Hudson Valley Investment Advisors opened a new position in Newmont worth $4.41M.
- Hudson Valley Investment Advisors's largest Q2 2026 buy was Newmont: 47,198 shares worth $4.41M.
- Hudson Valley Investment Advisors added most to Marathon Petroleum in Q2 2026, an estimated $5.15M increase.
- Hudson Valley Investment Advisors's biggest Q2 2026 reduction was State Street SPDR Portfolio S&P 500 ETF, cutting an estimated $7.62M.
- Hudson Valley Investment Advisors fully exited Chipotle Mexican Grill in Q2 2026, selling an estimated $4.52M.
- Hudson Valley Investment Advisors's ten largest holdings make up 41% of its $823M portfolio in Q2 2026.
- Hudson Valley Investment Advisors opened 7 new positions and closed 9 in Q2 2026.
- Hudson Valley Investment Advisors's portfolio value rose 6.7% quarter-over-quarter to $823M.
Based on Hudson Valley Investment Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.