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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
+460.74%
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
NVDA icon
1
NVIDIA
NVDA
$5.13T
$49M 5.1%
262,537
-17,853
-6% -$3.11M
SPIB icon
2
State Street SPDR Portfolio Intermediate Term Corporate Bond ETF
SPIB
$11.5B
$44.3M 4.61%
1,307,674
+75,895
+6% +$2.55M
MSFT icon
3
Microsoft
MSFT
$3.66T
$43.3M 4.51%
83,662
-2,213
-3% -$1.13M
LLY icon
4
Eli Lilly
LLY
$995B
$36.6M 3.81%
47,976
-51
-0.1% -$38K
SPSB icon
5
State Street SPDR Portfolio Short Term Corporate Bond ETF
SPSB
$10.6B
$35M 3.64%
1,155,275
+70,262
+6% +$2.12M
AAPL icon
6
Apple
AAPL
$4.52T
$31.3M 3.26%
122,960
-5,991
-5% -$1.35M
ISRG icon
7
Intuitive Surgical
ISRG
$130B
$29.7M 3.09%
66,312
-909
-1% -$436K
OBT icon
8
Orange County Bancorp
OBT
$520M
$29.3M 3.05%
1,161,617
– –
GOOG icon
9
Alphabet (Google) Class C
GOOG
$4.59T
$28.3M 2.94%
116,099
-4,014
-3% -$844K
XLK icon
10
State Street Technology Select Sector SPDR ETF
XLK
$123B
$28M 2.92%
198,824
+14,394
+8% +$1.91M
AMZN icon
11
Amazon
AMZN
$2.99T
$21.6M 2.25%
98,523
-1,101
-1% -$249K
KLAC icon
12
KLA
KLAC
$255B
$19.4M 2.02%
180,260
-4,820
-3% -$450K
JPM icon
13
JPMorgan Chase
JPM
$950B
$19.4M 2.02%
61,497
-2,016
-3% -$600K
AVGO icon
14
Broadcom
AVGO
$1.99T
$18.6M 1.94%
56,487
-1,628
-3% -$499K
META icon
15
Meta Platforms (Facebook)
META
$1.5T
$15.5M 1.61%
21,078
-312
-1% -$232K
AXP icon
16
American Express
AXP
$234B
$14.7M 1.53%
44,217
-1,432
-3% -$455K
SPY icon
17
State Street SPDR S&P 500 ETF Trust
SPY
$821B
$13.1M 1.36%
19,633
-272
-1% -$174K
V icon
18
Visa
V
$690B
$12.1M 1.26%
35,404
+53
+0.1% +$18.3K
CIEN icon
19
Ciena
CIEN
$58.2B
$11.7M 1.22%
80,616
-7,962
-9% -$811K
ABBV icon
20
AbbVie
ABBV
$431B
$11.7M 1.22%
50,690
-604
-1% -$123K
AZO icon
21
AutoZone
AZO
$49.4B
$11.3M 1.17%
2,625
-67
-2% -$269K
XLF icon
22
State Street Financial Select Sector SPDR ETF
XLF
$58.5B
$11M 1.15%
204,284
+9,082
+5% +$481K
URI icon
23
United Rentals
URI
$71.6B
$10.6M 1.11%
11,131
-977
-8% -$871K
XOM icon
24
ExxonMobil
XOM
$638B
$10.5M 1.09%
92,753
-2,822
-3% -$314K
GTLS
25
DELISTED
Chart Industries
GTLS
$10.3M 1.07%
51,278
-4,777
-9% -$908K
1
2 3 4 5

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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.