Hudson Valley Investment Advisors Portfolio holdings
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
SPYM
State Street SPDR Portfolio S&P 500 ETF
SPYM
|
+$2.51M |
| 2 |
State Street SPDR Portfolio Intermediate Term Corporate Bond ETF
SPIB
|
+$943K |
| 3 |
State Street SPDR Portfolio Short Term Corporate Bond ETF
SPSB
|
+$859K |
| 4 |
ServiceNow
NOW
|
+$501K |
| 5 |
iShares Floating Rate Bond ETF
FLOT
|
+$482K |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
NVIDIA
NVDA
|
+$9.06M |
| 2 |
Alphabet (Google) Class C
GOOG
|
+$5.45M |
| 3 |
Broadcom
AVGO
|
+$5.38M |
| 4 |
Adobe
ADBE
|
+$4.43M |
| 5 |
UnitedHealth
UNH
|
+$4.41M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 21.27% |
| 2 | Healthcare | 14.36% |
| 3 | Financials | 12.49% |
| 4 | Consumer Discretionary | 6.07% |
| 5 | Communication Services | 5.39% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
151
Tesla
TSLA
$1.32T
| – | – |
-525
| Closed | -$236K |
|
|
BCPC
152
Balchem Corp
BCPC
$5.7B
| – | – |
-1,493
| Closed | -$229K |
|
Similar funds
Hudson Valley Investment Advisors's Q1 2026 Portfolio in Review
As of Q1 2026, Hudson Valley Investment Advisors held 152 positions worth $772M, down 15% from $904M the previous quarter. Its ten largest holdings account for 40% of the portfolio.
Hudson Valley Investment Advisors withdrew a net $99M in Q1 2026, closing 7 positions and reducing 111 holdings. Its most notable exit was Blue Owl Capital, an estimated $3.63M position sold in full.
By sector, the portfolio is most concentrated in Technology at 21% of assets, down from 24% a quarter earlier, followed by Healthcare and Financials.
Against the trend, Hudson Valley Investment Advisors opened a new position in Coterra Energy worth $263K.
- Hudson Valley Investment Advisors's largest Q1 2026 buy was Coterra Energy: 7,476 shares worth $263K.
- Hudson Valley Investment Advisors added most to State Street SPDR Portfolio S&P 500 ETF in Q1 2026, an estimated $2.51M increase.
- Hudson Valley Investment Advisors's biggest Q1 2026 reduction was NVIDIA, cutting an estimated $9.06M.
- Hudson Valley Investment Advisors fully exited Blue Owl Capital in Q1 2026, selling an estimated $3.63M.
- Hudson Valley Investment Advisors's ten largest holdings make up 40% of its $772M portfolio in Q1 2026.
- Hudson Valley Investment Advisors opened 3 new positions and closed 7 in Q1 2026.
- Hudson Valley Investment Advisors's portfolio value fell 15% quarter-over-quarter to $772M.
Based on Hudson Valley Investment Advisors's 13F filing for Q1 2026, filed 14 Apr 2026.