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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
RC
176
Ready Capital
RC
$323M
$60.8K 0.01%
15,700
– –
PLG
177
Platinum Group Metals
PLG
$193M
$34.8K ﹤0.01%
13,150
– –
JPST icon
178
JPMorgan Ultra-Short Income ETF
JPST
$40.6B
– –
-9,864
Closed -$500K
WBA
179
DELISTED
Walgreens Boots Alliance
WBA
– –
-10,450
Closed -$120K
4 5 6 7
8

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FPCP
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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.