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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
-1.9%
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
$772M
AUM Growth
-$132M
(-15%)
Cap. Flow
-$99M
Cap. Flow
% of AUM
-12.83%
Top 10 Holdings %
Top 10 Hldgs %
40.43%
Holding
152
New
3
Increased
11
Reduced
111
Closed
7
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
SPYM
State Street SPDR Portfolio S&P 500 ETF
SPYM
|
+$2.51M |
| 2 |
State Street SPDR Portfolio Intermediate Term Corporate Bond ETF
SPIB
|
+$943K |
| 3 |
State Street SPDR Portfolio Short Term Corporate Bond ETF
SPSB
|
+$859K |
| 4 |
ServiceNow
NOW
|
+$501K |
| 5 |
iShares Floating Rate Bond ETF
FLOT
|
+$482K |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
NVIDIA
NVDA
|
+$9.06M |
| 2 |
Alphabet (Google) Class C
GOOG
|
+$5.45M |
| 3 |
Broadcom
AVGO
|
+$5.38M |
| 4 |
Adobe
ADBE
|
+$4.43M |
| 5 |
UnitedHealth
UNH
|
+$4.41M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 21.27% |
| 2 | Healthcare | 14.36% |
| 3 | Financials | 12.49% |
| 4 | Consumer Discretionary | 6.07% |
| 5 | Communication Services | 5.39% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
|
1
State Street SPDR Portfolio Intermediate Term Corporate Bond ETF
SPIB
$11.5B
| $44M | 5.7% |
1,311,594
+27,907
| +2% | +$943K |
|
2
Eli Lilly
LLY
$995B
| $39.4M | 5.11% |
42,838
-2,656
| -6% | -$2.69M |
|
|
3
State Street SPDR Portfolio Short Term Corporate Bond ETF
SPSB
$10.6B
| $35M | 4.54% |
1,163,729
+28,466
| +3% | +$859K |
|
4
Orange County Bancorp
OBT
$520M
| $33.9M | 4.4% |
1,061,490
-40,127
| -4% | -$1.28M |
|
|
5
NVIDIA
NVDA
$5.13T
| $32.4M | 4.2% |
185,997
-49,364
| -21% | -$9.06M |
|
6
Intuitive Surgical
ISRG
$130B
| $30.3M | 3.93% |
65,812
-200
| -0.3% | -$101K |
|
7
Microsoft
MSFT
$3.66T
| $25.1M | 3.25% |
67,754
-6,065
| -8% | -$2.54M |
|
8
State Street Technology Select Sector SPDR ETF
XLK
$123B
| $25.1M | 3.25% |
188,708
-6,644
| -3% | -$936K |
|
9
Apple
AAPL
$4.52T
| $24.6M | 3.19% |
96,843
-14,333
| -13% | -$3.73M |
|
|
10
Alphabet (Google) Class C
GOOG
$4.59T
| $22.1M | 2.86% |
77,039
-17,334
| -18% | -$5.45M |
|
11
Amazon
AMZN
$2.99T
| $16.6M | 2.16% |
79,925
-12,032
| -13% | -$2.65M |
|
12
KLA
KLAC
$255B
| $16.1M | 2.09% |
109,520
-29,090
| -21% | -$4.26M |
|
13
Ciena
CIEN
$58.2B
| $14.7M | 1.91% |
37,872
-11,996
| -24% | -$3.67M |
|
14
JPMorgan Chase
JPM
$950B
| $13.3M | 1.73% |
45,361
-7,799
| -15% | -$2.37M |
|
15
State Street SPDR S&P 500 ETF Trust
SPY
$821B
| $11.7M | 1.52% |
18,043
-796
| -4% | -$541K |
|
|
16
Broadcom
AVGO
$1.99T
| $11.3M | 1.47% |
36,578
-16,345
| -31% | -$5.38M |
|
17
ExxonMobil
XOM
$638B
| $10.6M | 1.37% |
62,373
-19,905
| -24% | -$2.9M |
|
18
American Express
AXP
$234B
| $10.6M | 1.37% |
34,968
-1,480
| -4% | -$496K |
|
19
AbbVie
ABBV
$431B
| $9.93M | 1.29% |
45,652
-3,094
| -6% | -$686K |
|
20
State Street Financial Select Sector SPDR ETF
XLF
$58.5B
| $9.68M | 1.25% |
196,096
-4,934
| -2% | -$257K |
|
21
Visa
V
$690B
| $9.02M | 1.17% |
29,846
-2,889
| -9% | -$929K |
|
22
Meta Platforms (Facebook)
META
$1.5T
| $8.88M | 1.15% |
15,513
-3,831
| -20% | -$2.46M |
|
|
23
iShares Floating Rate Bond ETF
FLOT
$10.3B
| $8.83M | 1.14% |
173,356
+9,474
| +6% | +$482K |
|
24
Medtronic
MDT
$110B
| $8.82M | 1.14% |
101,740
-669
| -0.7% | -$64.1K |
|
25
State Street Consumer Discretionary Select Sector SPDR ETF
XLY
$22.9B
| $7.63M | 0.99% |
69,989
-2,605
| -4% | -$304K |
|
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Hudson Valley Investment Advisors's Q1 2026 Portfolio in Review
As of Q1 2026, Hudson Valley Investment Advisors held 152 positions worth $772M, down 15% from $904M the previous quarter. Its ten largest holdings account for 40% of the portfolio.
Hudson Valley Investment Advisors withdrew a net $99M in Q1 2026, closing 7 positions and reducing 111 holdings. Its most notable exit was Blue Owl Capital, an estimated $3.63M position sold in full.
By sector, the portfolio is most concentrated in Technology at 21% of assets, down from 24% a quarter earlier, followed by Healthcare and Financials.
Against the trend, Hudson Valley Investment Advisors opened a new position in Coterra Energy worth $263K.
- Hudson Valley Investment Advisors's largest Q1 2026 buy was Coterra Energy: 7,476 shares worth $263K.
- Hudson Valley Investment Advisors added most to State Street SPDR Portfolio S&P 500 ETF in Q1 2026, an estimated $2.51M increase.
- Hudson Valley Investment Advisors's biggest Q1 2026 reduction was NVIDIA, cutting an estimated $9.06M.
- Hudson Valley Investment Advisors fully exited Blue Owl Capital in Q1 2026, selling an estimated $3.63M.
- Hudson Valley Investment Advisors's ten largest holdings make up 40% of its $772M portfolio in Q1 2026.
- Hudson Valley Investment Advisors opened 3 new positions and closed 7 in Q1 2026.
- Hudson Valley Investment Advisors's portfolio value fell 15% quarter-over-quarter to $772M.
Based on Hudson Valley Investment Advisors's 13F filing for Q1 2026, filed 14 Apr 2026.