We are live on ! Find out more
HVIA

Hudson Valley Investment Advisors Portfolio holdings

AUM $823M
1-Year Est. Return 31.4%
This Fund
S&P 500
This Quarter Est. Return
-3.36%
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
$837M
AUM Growth
-$45.8M
Cap. Flow
-$4.01M
Cap. Flow %
-0.48%
Top 10 Hldgs %
36.69%
Holding
181
New
4
Increased
34
Reduced
88
Closed
12

Top Buys

Rank Stock Value
1
META icon
Meta Platforms (Facebook)
META
+$4.38M
2
IBM icon
IBM
IBM
+$4.3M
3
APH icon
Amphenol
APH
+$4.09M
4
CBRE icon
CBRE Group
CBRE
+$3.11M
5
TRMB icon
Trimble
TRMB
+$3.03M

Top Sells

Rank Stock Value
1
AMD icon
Advanced Micro Devices
AMD
+$6.23M
2
AES icon
AES
AES
+$5.23M
3
PFE icon
Pfizer
PFE
+$3.13M
4
ILMN icon
Illumina
ILMN
+$2.29M
5
LEN icon
Lennar Class A
LEN
+$1.4M

Sector Composition

Rank Sector Weight
1 Technology 20.77%
2 Healthcare 16.25%
3 Financials 13.52%
4 Consumer Discretionary 7.21%
5 Industrials 6.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
BP icon
151
BP
BP
$111B
$241K 0.03%
7,139
-470
-6% -$15.3K
PPL
152
PPL Corp
PPL
$26.5B
$239K 0.03%
6,625
– –
ABR icon
153
Arbor Realty Trust
ABR
$998M
$235K 0.03%
20,000
– –
NKE icon
154
Nike
NKE
$61.3B
$212K 0.03%
3,337
-1,100
-25% -$81K
BFOR icon
155
Barron's 400 ETF
BFOR
$236M
$208K 0.02%
12,000
– –
CAH icon
156
Cardinal Health
CAH
$56.3B
$207K 0.02%
+1,500
New +$191K
RITM icon
157
Rithm Capital
RITM
$5.72B
$202K 0.02%
17,600
– –
AGNC icon
158
AGNC Investment
AGNC
$12.9B
$153K 0.02%
16,000
– –
RA
159
Brookfield Real Assets Income Fund
RA
$706M
$132K 0.02%
10,000
– –
NVG icon
160
Nuveen AMT-Free Municipal Credit Income Fund
NVG
$2.68B
$130K 0.02%
10,500
– –
NZF icon
161
Nuveen Municipal Credit Income Fund
NZF
$2.42B
$128K 0.02%
10,500
– –
NMZ icon
162
Nuveen Municipal High Income Opportunity Fund
NMZ
$2.21B
$125K 0.02%
11,500
– –
WBA
163
DELISTED
Walgreens Boots Alliance
WBA
$117K 0.01%
10,450
-830
-7% -$9.01K
PANL icon
164
Pangaea Logistics
PANL
$452M
$109K 0.01%
23,000
– –
AMCR icon
165
Amcor
AMCR
$21.9B
$107K 0.01%
2,200
– –
ECC
166
Eagle Point Credit Company
ECC
$501M
$85K 0.01%
10,500
– –
RC
167
Ready Capital
RC
$323M
$79.9K 0.01%
15,700
– –
BRSP
168
BrightSpire Capital
BRSP
$626M
$66.7K 0.01%
12,000
– –
PLG
169
Platinum Group Metals
PLG
$194M
$16.3K ﹤0.01%
13,150
– –
AES icon
170
AES
AES
$10.5B
– –
-406,443
Closed -$5.23M
DOW icon
171
Dow Inc
DOW
$22.6B
– –
-5,368
Closed -$215K
IGSB icon
172
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
$23.3B
– –
-21,581
Closed -$1.12M
ILMN icon
173
Illumina
ILMN
$29.1B
– –
-17,145
Closed -$2.29M
LEN icon
174
Lennar Class A
LEN
$21.1B
– –
-10,578
Closed -$1.4M
NOW icon
175
ServiceNow
NOW
$132B
– –
-1,050
Closed -$223K
4 5 6
7
8

Similar funds

VT
Volterra Technologies New York $823M AUM 28.93% 1-Year Est. Return
SCM
Sirios Capital Management Boston, Massachusetts $825M AUM 50.18% 1-Year Est. Return
CCM
Cadian Capital Management New York $821M AUM 14.36% 1-Year Est. Return
FPCP
Fort Point Capital Partners San Francisco, California $825M AUM 16.14% 1-Year Est. Return
AC
Avenir Corporation Alexandria, Virginia $820M AUM 2.4% 1-Year Est. Return
ACM
Arvin Capital Management Austin, Texas $819M AUM 24.75% 1-Year Est. Return
BC
Brio Consultants San Francisco, California $818M AUM 13.48% 1-Year Est. Return
ECM
Engine Capital Management New York $828M AUM 6.49% 1-Year Est. Return

Hudson Valley Investment Advisors's Q1 2025 Portfolio in Review

As of Q1 2025, Hudson Valley Investment Advisors held 181 positions worth $837M, down 5.2% from $883M the previous quarter. Its ten largest holdings account for 37% of the portfolio.

Hudson Valley Investment Advisors's Q1 2025 filing shows 4 new, 34 increased, 88 reduced and 12 closed positions. Its largest new stake was Amphenol: 59,907 shares worth $3.93M. The largest sale was Advanced Micro Devices, an estimated $6.23M.

By sector, the portfolio is most concentrated in Technology at 21% of assets, down from 22% a quarter earlier, followed by Healthcare and Financials.

  • Hudson Valley Investment Advisors's largest Q1 2025 buy was Amphenol: 59,907 shares worth $3.93M.
  • Hudson Valley Investment Advisors added most to Meta Platforms (Facebook) in Q1 2025, an estimated $4.38M increase.
  • Hudson Valley Investment Advisors's biggest Q1 2025 reduction was Advanced Micro Devices, cutting an estimated $6.23M.
  • Hudson Valley Investment Advisors fully exited AES in Q1 2025, selling an estimated $5.23M.
  • Hudson Valley Investment Advisors's ten largest holdings make up 37% of its $837M portfolio in Q1 2025.
  • Hudson Valley Investment Advisors opened 4 new positions and closed 12 in Q1 2025.
  • Hudson Valley Investment Advisors's portfolio value fell 5.2% quarter-over-quarter to $837M.

Based on Hudson Valley Investment Advisors's 13F filing for Q1 2025, filed 11 Apr 2025.