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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
-3.36%
1 Year Est. Return
+31.4%
3 Year Est. Return
+94.6%
5 Year Est. Return
+130.12%
10 Year Est. Return
+460.74%
AUM
$837M
AUM Growth
-$45.8M
Cap. Flow
-$4.01M
Cap. Flow %
-0.48%
Top 10 Hldgs %
36.69%
Holding
181
New
4
Increased
34
Reduced
88
Closed
12

Top Buys

Rank Stock Value
1
META icon
Meta Platforms (Facebook)
META
+$4.38M
2
IBM icon
IBM
IBM
+$4.3M
3
APH icon
Amphenol
APH
+$4.09M
4
CBRE icon
CBRE Group
CBRE
+$3.11M
5
TRMB icon
Trimble
TRMB
+$3.03M

Top Sells

Rank Stock Value
1
AMD icon
Advanced Micro Devices
AMD
+$6.23M
2
AES icon
AES
AES
+$5.23M
3
PFE icon
Pfizer
PFE
+$3.13M
4
ILMN icon
Illumina
ILMN
+$2.29M
5
LEN icon
Lennar Class A
LEN
+$1.4M

Sector Composition

Rank Sector Weight
1 Technology 20.77%
2 Healthcare 16.25%
3 Financials 13.52%
4 Consumer Discretionary 7.21%
5 Industrials 6.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
SPIB icon
1
State Street SPDR Portfolio Intermediate Term Corporate Bond ETF
SPIB
$11.5B
$41.7M 4.98%
1,254,198
+19,355
+2% +$638K
LLY icon
2
Eli Lilly
LLY
$1.03T
$39.8M 4.75%
48,172
-59
-0.1% -$49.1K
ISRG icon
3
Intuitive Surgical
ISRG
$131B
$33.9M 4.05%
68,466
-1,835
-3% -$1.01M
SPSB icon
4
State Street SPDR Portfolio Short Term Corporate Bond ETF
SPSB
$10.6B
$33.1M 3.96%
1,100,339
+51,850
+5% +$1.55M
MSFT icon
5
Microsoft
MSFT
$3.64T
$33.1M 3.95%
88,090
-158
-0.2% -$64.4K
NVDA icon
6
NVIDIA
NVDA
$5.31T
$31.3M 3.74%
289,079
-9,720
-3% -$1.23M
AAPL icon
7
Apple
AAPL
$4.54T
$28.1M 3.35%
126,426
-1,518
-1% -$352K
OBT icon
8
Orange County Bancorp
OBT
$518M
$27.6M 3.29%
1,178,905
-25,463
-2% -$652K
AMZN icon
9
Amazon
AMZN
$2.99T
$19.3M 2.31%
101,690
+5,732
+6% +$1.24M
XLK icon
10
State Street Technology Select Sector SPDR ETF
XLK
$123B
$19.3M 2.3%
186,470
+4,454
+2% +$505K
GOOG icon
11
Alphabet (Google) Class C
GOOG
$4.63T
$17.6M 2.11%
112,959
-586
-0.5% -$107K
JPM icon
12
JPMorgan Chase
JPM
$960B
$17.1M 2.04%
69,570
-2,938
-4% -$749K
KLAC icon
13
KLA
KLAC
$252B
$14M 1.68%
206,330
-5,700
-3% -$411K
UNH icon
14
UnitedHealth
UNH
$372B
$12.9M 1.55%
24,722
-1,561
-6% -$798K
V icon
15
Visa
V
$688B
$12.9M 1.54%
36,842
-1,107
-3% -$375K
XOM icon
16
ExxonMobil
XOM
$629B
$12.4M 1.49%
104,603
+1,062
+1% +$117K
AXP icon
17
American Express
AXP
$235B
$12.3M 1.47%
45,755
+132
+0.3% +$39K
SPY icon
18
State Street SPDR S&P 500 ETF Trust
SPY
$823B
$11.9M 1.42%
21,239
-1,780
-8% -$1.05M
META icon
19
Meta Platforms (Facebook)
META
$1.5T
$11.9M 1.42%
20,599
+6,789
+49% +$4.38M
MRSH
20
Marsh
MRSH
$91.6B
$11.8M 1.41%
48,365
-1,549
-3% -$351K
AZO icon
21
AutoZone
AZO
$49.8B
$11.3M 1.35%
2,954
+271
+10% +$935K
CRM icon
22
Salesforce
CRM
$158B
$10.7M 1.27%
39,744
+3,253
+9% +$1.01M
ADBE icon
23
Adobe
ADBE
$103B
$10.3M 1.22%
26,736
+1,908
+8% +$818K
ABBV icon
24
AbbVie
ABBV
$438B
$10.2M 1.22%
48,590
-4,983
-9% -$969K
XLF icon
25
State Street Financial Select Sector SPDR ETF
XLF
$58.7B
$10.2M 1.22%
204,252
-7,643
-4% -$383K
1
2 3 4 5

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VT
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MA
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SCM
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CCM
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FPCP
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Hudson Valley Investment Advisors's Q1 2025 Portfolio in Review

As of Q1 2025, Hudson Valley Investment Advisors held 181 positions worth $837M, down 5.2% from $883M the previous quarter. Its ten largest holdings account for 37% of the portfolio.

Hudson Valley Investment Advisors's Q1 2025 filing shows 4 new, 34 increased, 88 reduced and 12 closed positions. Its largest new stake was Amphenol: 59,907 shares worth $3.93M. The largest sale was Advanced Micro Devices, an estimated $6.23M.

By sector, the portfolio is most concentrated in Technology at 21% of assets, down from 22% a quarter earlier, followed by Healthcare and Financials.

  • Hudson Valley Investment Advisors's largest Q1 2025 buy was Amphenol: 59,907 shares worth $3.93M.
  • Hudson Valley Investment Advisors added most to Meta Platforms (Facebook) in Q1 2025, an estimated $4.38M increase.
  • Hudson Valley Investment Advisors's biggest Q1 2025 reduction was Advanced Micro Devices, cutting an estimated $6.23M.
  • Hudson Valley Investment Advisors fully exited AES in Q1 2025, selling an estimated $5.23M.
  • Hudson Valley Investment Advisors's ten largest holdings make up 37% of its $837M portfolio in Q1 2025.
  • Hudson Valley Investment Advisors opened 4 new positions and closed 12 in Q1 2025.
  • Hudson Valley Investment Advisors's portfolio value fell 5.2% quarter-over-quarter to $837M.

Based on Hudson Valley Investment Advisors's 13F filing for Q1 2025, filed 11 Apr 2025.