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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
CAH icon
151
Cardinal Health
CAH
$56.1B
$251K 0.03%
1,600
+100
+7% +$15.4K
IVW icon
152
iShares S&P 500 Growth ETF
IVW
$77B
$250K 0.03%
2,075
-875
-30% -$101K
PPL
153
PPL Corp
PPL
$26.6B
$246K 0.03%
6,625
– –
BP icon
154
BP
BP
$111B
$246K 0.03%
7,139
– –
BFOR icon
155
Barron's 400 ETF
BFOR
$236M
$244K 0.03%
12,000
– –
VLO icon
156
Valero Energy
VLO
$93B
$243K 0.03%
+1,425
New +$213K
ED icon
157
Consolidated Edison
ED
$39.7B
$240K 0.02%
2,383
-68
-3% -$6.82K
CI icon
158
Cigna
CI
$71.9B
$234K 0.02%
811
– –
DVN icon
159
Devon Energy
DVN
$50B
$231K 0.02%
6,600
– –
HSY icon
160
Hershey
HSY
$36.6B
$218K 0.02%
+1,164
New +$212K
INTC icon
161
Intel
INTC
$491B
$213K 0.02%
+6,350
New +$154K
RITM icon
162
Rithm Capital
RITM
$5.75B
$209K 0.02%
18,377
+777
+4% +$9.41K
GLD icon
163
SPDR Gold Trust
GLD
$142B
$207K 0.02%
+581
New +$185K
TXN icon
164
Texas Instruments
TXN
$257B
$202K 0.02%
1,100
– –
AGNC icon
165
AGNC Investment
AGNC
$12.9B
$157K 0.02%
16,000
– –
RA
166
Brookfield Real Assets Income Fund
RA
$707M
$134K 0.01%
10,000
– –
NZF icon
167
Nuveen Municipal Credit Income Fund
NZF
$2.41B
$132K 0.01%
10,500
– –
MNR icon
168
Mach Natural Resources
MNR
$2.2B
$132K 0.01%
10,000
– –
NVG icon
169
Nuveen AMT-Free Municipal Credit Income Fund
NVG
$2.68B
$129K 0.01%
10,500
– –
LPRO
170
DELISTED
Open Lending Corp
LPRO
$123K 0.01%
58,445
– –
NMZ icon
171
Nuveen Municipal High Income Opportunity Fund
NMZ
$2.21B
$122K 0.01%
11,500
– –
PANL icon
172
Pangaea Logistics
PANL
$448M
$117K 0.01%
23,000
– –
AMCR icon
173
Amcor
AMCR
$21.9B
$90K 0.01%
2,200
– –
ECC
174
Eagle Point Credit Company
ECC
$504M
$69.4K 0.01%
10,500
– –
BRSP
175
BrightSpire Capital
BRSP
$628M
$65.2K 0.01%
12,000
– –
4 5 6
7
8

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VT
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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 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.