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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
+460.74%
AUM
$913M
AUM Growth
+$76.3M
Cap. Flow
+$3.77M
Cap. Flow %
0.41%
Top 10 Hldgs %
36.87%
Holding
180
New
11
Increased
29
Reduced
85
Closed
5

Top Buys

Rank Stock Value
1
NOW icon
ServiceNow
NOW
+$5.17M
2
NFLX icon
Netflix
NFLX
+$5.03M
3
TTWO icon
Take-Two Interactive
TTWO
+$4.64M
4
MELI icon
Mercado Libre
MELI
+$4.55M
5
NEE icon
NextEra Energy
NEE
+$2.84M

Top Sells

Rank Stock Value
1
CSX icon
CSX Corp
CSX
+$2.12M
2
UNH icon
UnitedHealth
UNH
+$2.03M
3
URI icon
United Rentals
URI
+$1.75M
4
KLAC icon
KLA
KLAC
+$1.6M
5
JPM icon
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
NVDA icon
1
NVIDIA
NVDA
$4.86T
$44.3M 4.85%
280,390
-8,689
-3% -$1.09M
MSFT icon
2
Microsoft
MSFT
$3.45T
$42.7M 4.68%
85,875
-2,215
-3% -$962K
SPIB icon
3
State Street SPDR Portfolio Intermediate Term Corporate Bond ETF
SPIB
$11.5B
$41.4M 4.53%
1,231,779
-22,419
-2% -$742K
LLY icon
4
Eli Lilly
LLY
$1.02T
$37.4M 4.1%
48,027
-145
-0.3% -$113K
ISRG icon
5
Intuitive Surgical
ISRG
$127B
$36.5M 4%
67,221
-1,245
-2% -$651K
SPSB icon
6
State Street SPDR Portfolio Short Term Corporate Bond ETF
SPSB
$10.4B
$32.8M 3.59%
1,085,013
-15,326
-1% -$460K
OBT icon
7
Orange County Bancorp
OBT
$513M
$30M 3.29%
1,161,617
-17,288
-1% -$422K
AAPL icon
8
Apple
AAPL
$4.54T
$26.5M 2.9%
128,951
+2,525
+2% +$510K
XLK icon
9
State Street Technology Select Sector SPDR ETF
XLK
$115B
$23.4M 2.56%
184,430
-2,040
-1% -$226K
AMZN icon
10
Amazon
AMZN
$2.92T
$21.9M 2.39%
99,624
-2,066
-2% -$409K
GOOG icon
11
Alphabet (Google) Class C
GOOG
$4.36T
$21.3M 2.33%
120,113
+7,154
+6% +$1.18M
JPM icon
12
JPMorgan Chase
JPM
$935B
$18.4M 2.02%
63,513
-6,057
-9% -$1.55M
KLAC icon
13
KLA
KLAC
$239B
$16.6M 1.81%
185,080
-21,250
-10% -$1.6M
AVGO icon
14
Broadcom
AVGO
$1.85T
$16M 1.75%
58,115
-1,259
-2% -$273K
META icon
15
Meta Platforms (Facebook)
META
$1.42T
$15.8M 1.73%
21,390
+791
+4% +$489K
AXP icon
16
American Express
AXP
$227B
$14.6M 1.59%
45,649
-106
-0.2% -$29.8K
V icon
17
Visa
V
$684B
$12.6M 1.37%
35,351
-1,491
-4% -$520K
SPY icon
18
State Street SPDR S&P 500 ETF Trust
SPY
$790B
$12.3M 1.35%
19,905
-1,334
-6% -$763K
XOM icon
19
ExxonMobil
XOM
$644B
$10.3M 1.13%
95,575
-9,028
-9% -$965K
MRSH
20
Marsh
MRSH
$90.5B
$10.3M 1.12%
46,981
-1,384
-3% -$312K
XLF icon
21
State Street Financial Select Sector SPDR ETF
XLF
$56.7B
$10.2M 1.12%
195,202
-9,050
-4% -$448K
AZO icon
22
AutoZone
AZO
$49.2B
$10M 1.09%
2,692
-262
-9% -$966K
IBM icon
23
IBM
IBM
$211B
$10M 1.09%
33,911
+3,103
+10% +$799K
CRM icon
24
Salesforce
CRM
$151B
$9.7M 1.06%
35,558
-4,186
-11% -$1.12M
ABBV icon
25
AbbVie
ABBV
$443B
$9.52M 1.04%
51,294
+2,704
+6% +$503K
1
2 3 4 5

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SCM
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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.