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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
(+9.1%)
Cap. Flow
+$3.77M
Cap. Flow
% of AUM
0.41%
Top 10 Holdings %
Top 10 Hldgs %
36.87%
Holding
180
New
11
Increased
29
Reduced
85
Closed
5
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
ServiceNow
NOW
|
+$5.17M |
| 2 |
Netflix
NFLX
|
+$5.03M |
| 3 |
Take-Two Interactive
TTWO
|
+$4.64M |
| 4 |
Mercado Libre
MELI
|
+$4.55M |
| 5 |
NextEra Energy
NEE
|
+$2.84M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
CSX Corp
CSX
|
+$2.12M |
| 2 |
UnitedHealth
UNH
|
+$2.03M |
| 3 |
United Rentals
URI
|
+$1.75M |
| 4 |
KLA
KLAC
|
+$1.6M |
| 5 |
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 | |
|---|---|---|---|---|---|---|
176
Arbor Realty Trust
ABR
$1,000M
| – | – |
-20,000
| Closed | -$235K |
|
177
Comcast
CMCSA
$89.4B
| – | – |
-8,490
| Closed | -$313K |
|
|
CTRA
178
DELISTED
Coterra Energy
CTRA
| – | – |
-9,288
| Closed | -$268K |
|
179
Nike
NKE
$62.5B
| – | – |
-3,337
| Closed | -$212K |
|
180
J.M. Smucker
SJM
$12.6B
| – | – |
-6,940
| Closed | -$822K |
|
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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.