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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
QCOM icon
151
Qualcomm
QCOM
$170B
$255K 0.03%
1,600
– –
CAH icon
152
Cardinal Health
CAH
$55.5B
$252K 0.03%
1,500
– –
PFFA icon
153
Virtus InfraCap US Preferred Stock ETF
PFFA
$2.49B
$250K 0.03%
12,000
– –
TSLA icon
154
Tesla
TSLA
$1.31T
$250K 0.03%
+786
New +$237K
ED icon
155
Consolidated Edison
ED
$39.3B
$246K 0.03%
2,451
– –
BFOR icon
156
Barron's 400 ETF
BFOR
$235M
$231K 0.03%
12,000
– –
TXN icon
157
Texas Instruments
TXN
$256B
$228K 0.03%
+1,100
New +$195K
PPL
158
PPL Corp
PPL
$26.3B
$225K 0.02%
6,625
– –
BP icon
159
BP
BP
$110B
$214K 0.02%
7,139
– –
DVN icon
160
Devon Energy
DVN
$49.9B
$210K 0.02%
6,600
– –
RITM icon
161
Rithm Capital
RITM
$5.65B
$199K 0.02%
17,600
– –
AGNC icon
162
AGNC Investment
AGNC
$12.8B
$147K 0.02%
16,000
– –
MNR icon
163
Mach Natural Resources
MNR
$2.16B
$144K 0.02%
+10,000
New +$139K
RA
164
Brookfield Real Assets Income Fund
RA
$708M
$134K 0.01%
10,000
– –
NVG icon
165
Nuveen AMT-Free Municipal Credit Income Fund
NVG
$2.68B
$125K 0.01%
10,500
– –
NZF icon
166
Nuveen Municipal Credit Income Fund
NZF
$2.43B
$125K 0.01%
10,500
– –
WBA
167
DELISTED
Walgreens Boots Alliance
WBA
$120K 0.01%
10,450
– –
NMZ icon
168
Nuveen Municipal High Income Opportunity Fund
NMZ
$2.2B
$119K 0.01%
11,500
– –
LPRO
169
DELISTED
Open Lending Corp
LPRO
$113K 0.01%
+58,445
New +$94.4K
PANL icon
170
Pangaea Logistics
PANL
$479M
$108K 0.01%
23,000
– –
AMCR icon
171
Amcor
AMCR
$21.8B
$101K 0.01%
2,200
– –
ECC
172
Eagle Point Credit Company
ECC
$512M
$80.4K 0.01%
10,500
– –
RC
173
Ready Capital
RC
$333M
$68.6K 0.01%
15,700
– –
BRSP
174
BrightSpire Capital
BRSP
$620M
$60.6K 0.01%
12,000
– –
PLG
175
Platinum Group Metals
PLG
$203M
$20.1K ﹤0.01%
13,150
– –
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
Cadian Capital Management New York $821M AUM 14.36% 1-Year Est. Return
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.