We are live on ! Find out more
HVIA

Hudson Valley Investment Advisors Portfolio holdings

AUM $823M
1-Year Est. Return 31.4%
This Fund
S&P 500
This Quarter Est. Return
+6.65%
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
$904M
AUM Growth
-$56.6M
Cap. Flow
-$103M
Cap. Flow %
-11.36%
Top 10 Hldgs %
40.16%
Holding
179
New
2
Increased
27
Reduced
109
Closed
30

Top Buys

Rank Stock Value
1
ADBE icon
Adobe
ADBE
+$1.79M
2
SPYM
State Street SPDR Portfolio S&P 500 ETF
SPYM
+$1.68M
3
CMG icon
Chipotle Mexican Grill
CMG
+$493K
4
NOW icon
ServiceNow
NOW
+$485K
5
MPC icon
Marathon Petroleum
MPC
+$263K

Top Sells

Rank Stock Value
1
GTLS
Chart Industries
GTLS
+$10.1M
2
GOOG icon
Alphabet (Google) Class C
GOOG
+$6.22M
3
CIEN icon
Ciena
CIEN
+$5.97M
4
NVDA icon
NVIDIA
NVDA
+$5.06M
5
MSFT icon
Microsoft
MSFT
+$4.93M

Sector Composition

Rank Sector Weight
1 Technology 23.7%
2 Healthcare 15.41%
3 Financials 12.63%
4 Consumer Discretionary 6.32%
5 Communication Services 6.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
LLY icon
1
Eli Lilly
LLY
$1.01T
$48.9M 5.41%
45,494
-2,482
-5% -$2.37M
NVDA icon
2
NVIDIA
NVDA
$5.08T
$43.9M 4.86%
235,361
-27,176
-10% -$5.06M
SPIB icon
3
State Street SPDR Portfolio Intermediate Term Corporate Bond ETF
SPIB
$11.5B
$43.4M 4.8%
1,283,687
-23,987
-2% -$812K
ISRG icon
4
Intuitive Surgical
ISRG
$130B
$37.4M 4.14%
66,012
-300
-0.5% -$160K
MSFT icon
5
Microsoft
MSFT
$3.68T
$35.7M 3.95%
73,819
-9,843
-12% -$4.93M
SPSB icon
6
State Street SPDR Portfolio Short Term Corporate Bond ETF
SPSB
$10.6B
$34.3M 3.79%
1,135,263
-20,012
-2% -$605K
OBT icon
7
Orange County Bancorp
OBT
$516M
$31.5M 3.48%
1,101,617
-60,000
-5% -$1.58M
AAPL icon
8
Apple
AAPL
$4.47T
$30.2M 3.34%
111,176
-11,784
-10% -$3.16M
GOOG icon
9
Alphabet (Google) Class C
GOOG
$4.57T
$29.6M 3.28%
94,373
-21,726
-19% -$6.22M
XLK icon
10
State Street Technology Select Sector SPDR ETF
XLK
$121B
$28.1M 3.11%
195,352
-3,472
-2% -$501K
AMZN icon
11
Amazon
AMZN
$2.99T
$21.2M 2.35%
91,957
-6,566
-7% -$1.5M
AVGO icon
12
Broadcom
AVGO
$1.95T
$18.3M 2.03%
52,923
-3,564
-6% -$1.27M
JPM icon
13
JPMorgan Chase
JPM
$963B
$17.1M 1.9%
53,160
-8,337
-14% -$2.58M
KLAC icon
14
KLA
KLAC
$250B
$16.8M 1.86%
138,610
-41,650
-23% -$4.89M
AXP icon
15
American Express
AXP
$235B
$13.5M 1.49%
36,448
-7,769
-18% -$2.78M
SPY icon
16
State Street SPDR S&P 500 ETF Trust
SPY
$816B
$12.8M 1.42%
18,839
-794
-4% -$537K
META icon
17
Meta Platforms (Facebook)
META
$1.48T
$12.8M 1.41%
19,344
-1,734
-8% -$1.16M
CIEN icon
18
Ciena
CIEN
$58.2B
$11.7M 1.29%
49,868
-30,748
-38% -$5.97M
V icon
19
Visa
V
$687B
$11.5M 1.27%
32,735
-2,669
-8% -$909K
ABBV icon
20
AbbVie
ABBV
$433B
$11.1M 1.23%
48,746
-1,944
-4% -$443K
XLF icon
21
State Street Financial Select Sector SPDR ETF
XLF
$58.5B
$11M 1.22%
201,030
-3,254
-2% -$173K
ADBE icon
22
Adobe
ADBE
$100B
$10.3M 1.14%
29,541
+5,254
+22% +$1.79M
TMO icon
23
Thermo Fisher Scientific
TMO
$209B
$10.2M 1.13%
17,633
-2,914
-14% -$1.65M
XOM icon
24
ExxonMobil
XOM
$637B
$9.9M 1.1%
82,278
-10,475
-11% -$1.21M
MDT icon
25
Medtronic
MDT
$110B
$9.84M 1.09%
102,409
-200
-0.2% -$19.4K
1
2 3 4 5

Similar funds

VT
Volterra Technologies New York $823M AUM 28.93% 1-Year Est. Return
MA
MJP Associates Farmington, Connecticut $824M AUM 14.86% 1-Year Est. Return
SCM
Sirios Capital Management Boston, Massachusetts $825M AUM 50.18% 1-Year Est. Return
CCM
Cadian Capital Management New York $821M AUM 14.36% 1-Year Est. Return
FPCP
Fort Point Capital Partners San Francisco, California $825M AUM 16.14% 1-Year Est. Return
AC
Avenir Corporation Alexandria, Virginia $820M AUM 2.4% 1-Year Est. Return
DI
DUMAC Inc Durham, North Carolina $820M AUM
ACM
Arvin Capital Management Austin, Texas $819M AUM 24.75% 1-Year Est. Return

Hudson Valley Investment Advisors's Q4 2025 Portfolio in Review

As of Q4 2025, Hudson Valley Investment Advisors held 179 positions worth $904M, down 5.9% from $961M the previous quarter. Its ten largest holdings account for 40% of the portfolio.

Hudson Valley Investment Advisors withdrew a net $103M in Q4 2025, closing 30 positions and reducing 109 holdings. Its most notable exit was Sunoco, an estimated $600K position sold in full.

By sector, the portfolio is most concentrated in Technology at 24% of assets, down from 25% a quarter earlier, followed by Healthcare and Financials.

Against the trend, Hudson Valley Investment Advisors opened a new position in Marathon Petroleum worth $229K.

  • Hudson Valley Investment Advisors's largest Q4 2025 buy was Marathon Petroleum: 1,407 shares worth $229K.
  • Hudson Valley Investment Advisors added most to Adobe in Q4 2025, an estimated $1.79M increase.
  • Hudson Valley Investment Advisors's biggest Q4 2025 reduction was Chart Industries, cutting an estimated $10.1M.
  • Hudson Valley Investment Advisors fully exited Sunoco in Q4 2025, selling an estimated $600K.
  • Hudson Valley Investment Advisors's ten largest holdings make up 40% of its $904M portfolio in Q4 2025.
  • Hudson Valley Investment Advisors opened 2 new positions and closed 30 in Q4 2025.
  • Hudson Valley Investment Advisors's portfolio value fell 5.9% quarter-over-quarter to $904M.

Based on Hudson Valley Investment Advisors's 13F filing for Q4 2025, filed 6 Feb 2026.