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Hudson Valley Investment Advisors Inc /Adv Top Holdings and 13F Report (2025)

About Hudson Valley Investment Advisors Inc /Adv

Investment Activity

  • Hudson Valley Investment Advisors Inc /Adv has $960.51 million in total holdings as of September 30, 2025.
  • Hudson Valley Investment Advisors Inc /Adv owns shares of 177 different stocks, but just 52 companies or ETFs make up 80% of its holdings.
  • Approximately 1.53% of the portfolio was purchased this quarter.
  • About 2.31% of the portfolio was sold this quarter.
  • This quarter, Hudson Valley Investment Advisors Inc /Adv has purchased 175 new stocks and bought additional shares in 46 stocks.
  • Hudson Valley Investment Advisors Inc /Adv sold shares of 80 stocks and completely divested from 2 stocks this quarter.

Largest New Holdings this Quarter

91913Y100 - Valero Energy
$242,621 Holding
427866108 - Hershey
$217,726 Holding
458140100 - Intel
$213,043 Holding
78463V107 - SPDR Gold Shares
$206,528 Holding

Largest Purchases this Quarter

Technology Select Sector SPDR Fund
7,197 shares (about $2.03M)
SPDR Portfolio S&P 600 Small Cap ETF
17,734 shares (about $821.44K)
iShares Floating Rate Bond ETF
13,436 shares (about $686.38K)

Largest Sales this Quarter

NVIDIA
17,853 shares (about $3.33M)
Apple
5,991 shares (about $1.53M)
Ciena
7,962 shares (about $1.16M)
Microsoft
2,213 shares (about $1.15M)
Alphabet
4,014 shares (about $977.61K)

Sector Allocation Over Time

Map of 500 Largest Holdings ofHudson Valley Investment Advisors Inc /Adv

 
 
Selling
 
 
Neutral
 
 
Buying
Issuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSector
NVIDIA Corporation stock logo
NVDA
NVIDIA
$48,984,340$3,331,025 -6.4%262,5375.1%Computer and Technology
SPDR Portfolio Intermediate Term Corporate Bond ETF stock logo
SPIB
SPDR Portfolio Intermediate Term Corporate Bond ETF
$44,317,072$2,572,082 6.2%1,307,6744.6%ETF
Microsoft Corporation stock logo
MSFT
Microsoft
$43,332,723$1,146,223 -2.6%83,6624.5%Computer and Technology
Eli Lilly and Company stock logo
LLY
Eli Lilly and Company
$36,605,688$38,913 -0.1%47,9763.8%Medical
SPDR Portfolio Short Term Corporate Bond ETF stock logo
SPSB
SPDR Portfolio Short Term Corporate Bond ETF
$34,993,280$2,128,236 6.5%1,155,2753.6%ETF
Apple Inc. stock logo
AAPL
Apple
$31,309,343$1,525,490 -4.6%122,9603.3%Computer and Technology
Intuitive Surgical, Inc. stock logo
ISRG
Intuitive Surgical
$29,656,716$406,532 -1.4%66,3123.1%Medical
Orange County Bancorp, Inc. stock logo
OBT
Orange County Bancorp
$29,284,3650.0%1,161,6173.0%Finance
Alphabet Inc. stock logo
GOOG
Alphabet
$28,275,911$977,610 -3.3%116,0992.9%Computer and Technology
Technology Select Sector SPDR Fund stock logo
XLK
Technology Select Sector SPDR Fund
$28,020,266$2,028,546 7.8%99,4122.9%ETF
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$21,632,915$241,749 -1.1%98,5232.3%Retail/Wholesale
KLA Corporation stock logo
KLAC
KLA
$19,442,844$519,885 -2.6%18,0262.0%Computer and Technology
JPMorgan Chase & Co. stock logo
JPM
JPMorgan Chase & Co.
$19,398,049$635,909 -3.2%61,4972.0%Finance
Broadcom Inc. stock logo
AVGO
Broadcom
$18,635,616$537,093 -2.8%56,4871.9%Computer and Technology
Meta Platforms, Inc. stock logo
META
Meta Platforms
$15,479,262$229,127 -1.5%21,0781.6%Computer and Technology
American Express Company stock logo
AXP
American Express
$14,687,119$475,653 -3.1%44,2171.5%Finance
SPDR S&P 500 ETF Trust stock logo
SPY
SPDR S&P 500 ETF Trust
$13,079,112$181,201 -1.4%19,6331.4%Finance
Visa Inc. stock logo
V
Visa
$12,086,559$18,094 0.1%35,4041.3%Business Services
Ciena Corporation stock logo
CIEN
Ciena
$11,743,478$1,159,839 -9.0%80,6161.2%Computer and Technology
AbbVie Inc. stock logo
ABBV
AbbVie
$11,736,763$139,850 -1.2%50,6901.2%Medical
AutoZone, Inc. stock logo
AZO
AutoZone
$11,266,170$287,556 -2.5%2,6251.2%Retail/Wholesale
Financial Select Sector SPDR Fund stock logo
XLF
Financial Select Sector SPDR Fund
$11,004,779$489,247 4.7%204,2841.1%ETF
United Rentals, Inc. stock logo
URI
United Rentals
$10,626,320$932,703 -8.1%11,1311.1%Construction
Exxon Mobil Corporation stock logo
XOM
Exxon Mobil
$10,457,873$318,180 -3.0%92,7531.1%Energy
Chart Industries, Inc. stock logo
GTLS
Chart Industries
$10,263,292$956,117 -8.5%51,2781.1%Industrials
Morgan Stanley stock logo
MS
Morgan Stanley
$10,194,039$446,039 -4.2%64,1301.1%Finance
International Business Machines Corporation stock logo
IBM
International Business Machines
$10,076,216$507,888 5.3%35,7111.0%Computer and Technology
Thermo Fisher Scientific Inc. stock logo
TMO
Thermo Fisher Scientific
$9,965,485$384,127 -3.7%20,5471.0%Medical
Medtronic PLC stock logo
MDT
Medtronic
$9,772,481$4,286 0.0%102,6091.0%Medical
Marsh & McLennan Companies, Inc. stock logo
MMC
Marsh & McLennan Companies
$9,486,622$18,340 0.2%47,0721.0%Finance
The Home Depot, Inc. stock logo
HD
Home Depot
$9,011,272$84,683 -0.9%22,2400.9%Retail/Wholesale
Consumer Discretionary Select Sector SPDR Fund stock logo
XLY
Consumer Discretionary Select Sector SPDR Fund
$8,827,858$442,615 5.3%36,8380.9%Finance
Cisco Systems, Inc. stock logo
CSCO
Cisco Systems
$8,673,925$116,930 -1.3%126,7750.9%Computer and Technology
Adobe Inc. stock logo
ADBE
Adobe
$8,567,592$17,638 -0.2%24,2870.9%Computer and Technology
iShares Floating Rate Bond ETF stock logo
FLOT
iShares Floating Rate Bond ETF
$8,466,062$686,378 8.8%165,7250.9%ETF
Salesforce Inc. stock logo
CRM
Salesforce
$8,456,397$29,151 0.3%35,6810.9%Computer and Technology
Communication Services Select Sector SPDR Fund stock logo
XLC
Communication Services Select Sector SPDR Fund
$8,373,020$379,731 4.8%70,7360.9%ETF
Health Care Select Sector SPDR Fund stock logo
XLV
Health Care Select Sector SPDR Fund
$7,869,368$344,307 4.6%56,5450.8%ETF
Danaher Corporation stock logo
DHR
Danaher
$7,371,703$359,247 -4.6%37,1820.8%Medical
SPDR Portfolio S&P 600 Small Cap ETF stock logo
SPSM
SPDR Portfolio S&P 600 Small Cap ETF
$6,943,878$821,439 13.4%149,9110.7%ETF
Industrial Select Sector SPDR Fund stock logo
XLI
Industrial Select Sector SPDR Fund
$6,611,686$70,792 1.1%42,8690.7%ETF
UnitedHealth Group Incorporated stock logo
UNH
UnitedHealth Group
$6,604,005$94,269 -1.4%19,1250.7%Medical
The Goldman Sachs Group, Inc. stock logo
GS
The Goldman Sachs Group
$6,569,091$398,175 -5.7%8,2490.7%Finance
Chipotle Mexican Grill, Inc. stock logo
CMG
Chipotle Mexican Grill
$6,499,034$205,668 3.3%165,8350.7%Retail/Wholesale
W.W. Grainger, Inc. stock logo
GWW
W.W. Grainger
$6,487,752$81,955 -1.2%6,8080.7%Industrials
Fluor Corporation stock logo
FLR
Fluor
$6,407,766$266,177 -4.0%152,3120.7%Construction
Amphenol Corporation stock logo
APH
Amphenol
$6,404,558$535,466 -7.7%51,7540.7%Computer and Technology
The Charles Schwab Corporation stock logo
SCHW
Charles Schwab
$6,378,542$58,810 -0.9%66,8120.7%Finance
Take-Two Interactive Software, Inc. stock logo
TTWO
Take-Two Interactive Software
$5,897,842$582,343 11.0%22,8280.6%Consumer Discretionary
CBRE Group, Inc. stock logo
CBRE
CBRE Group
$5,894,477$315,120 -5.1%37,4110.6%Finance
The Sherwin-Williams Company stock logo
SHW
Sherwin-Williams
$5,852,140$204,628 -3.4%16,9020.6%Basic Materials
PepsiCo, Inc. stock logo
PEP
PepsiCo
$5,786,667$259,953 -4.3%41,2040.6%Consumer Staples
Baker Hughes Company stock logo
BKR
Baker Hughes
$5,761,286$174,514 -2.9%118,2540.6%Energy
Starbucks Corporation stock logo
SBUX
Starbucks
$5,569,413$183,752 -3.2%65,8320.6%Retail/Wholesale
Quanta Services, Inc. stock logo
PWR
Quanta Services
$5,522,147$202,237 -3.5%13,3250.6%Construction
Netflix, Inc. stock logo
NFLX
Netflix
$5,385,549$50,355 0.9%4,4920.6%Consumer Discretionary
Duke Energy Corporation stock logo
DUK
Duke Energy
$5,370,375$130,432 2.5%43,3970.6%Utilities
ServiceNow, Inc. stock logo
NOW
ServiceNow
$5,312,776$270,562 5.4%5,7730.6%Computer and Technology
McDonald's Corporation stock logo
MCD
McDonald's
$5,197,278$10,028 0.2%17,1030.5%Retail/Wholesale
CSX Corporation stock logo
CSX
CSX
$4,987,106$649,617 -11.5%140,4430.5%Transportation
MercadoLibre, Inc. stock logo
MELI
MercadoLibre
$4,916,922$366,900 8.1%2,1040.5%Retail/Wholesale
Lincoln Electric Holdings, Inc. stock logo
LECO
Lincoln Electric
$4,804,565$254,696 -5.0%20,3730.5%Industrials
Prologis, Inc. stock logo
PLD
Prologis
$4,481,912$384,095 -7.9%39,1370.5%Finance
Oracle Corporation stock logo
ORCL
Oracle
$4,242,646$118,125 -2.7%15,0850.4%Computer and Technology
Bank of America Corporation stock logo
BAC
Bank of America
$4,182,792$35,081 -0.8%81,0780.4%Finance
NextEra Energy, Inc. stock logo
NEE
NextEra Energy
$4,167,727$106,214 2.6%55,2090.4%Utilities
Consumer Staples Select Sector SPDR Fund stock logo
XLP
Consumer Staples Select Sector SPDR Fund
$4,133,312$290,988 7.6%52,7410.4%ETF
Blue Owl Capital Inc. stock logo
OWL
Blue Owl Capital
$3,986,050$4,571 0.1%235,4430.4%Finance
Walmart Inc. stock logo
WMT
Walmart
$3,957,869$18,241 0.5%38,4040.4%Retail/Wholesale
Mondelez International, Inc. stock logo
MDLZ
Mondelez International
$3,732,770$1,187 0.0%59,7530.4%Consumer Staples
Trimble Inc. stock logo
TRMB
Trimble
$3,670,984$120,597 -3.2%44,9600.4%Industrials
Nucor Corporation stock logo
NUE
Nucor
$3,607,720$450,965 -11.1%26,6400.4%Basic Materials
Advanced Micro Devices, Inc. stock logo
AMD
Advanced Micro Devices
$3,366,203$215,343 -6.0%20,8060.4%Computer and Technology
Chevron Corporation stock logo
CVX
Chevron
$3,353,6410.0%21,5960.3%Energy
SLB Limited stock logo
SLB
SLB
$3,278,039$36,913 -1.1%95,3750.3%Energy
SPDR Portfolio S&P 500 ETF stock logo
SPLG
SPDR Portfolio S&P 500 ETF
$3,220,009$269,255 9.1%41,1030.3%ETF
Rockwell Automation, Inc. stock logo
ROK
Rockwell Automation
$3,190,160$63,614 -2.0%9,1270.3%Computer and Technology
ResMed Inc. stock logo
RMD
ResMed
$3,011,0300.0%11,0000.3%Medical
Procter & Gamble Company (The) stock logo
PG
Procter & Gamble
$2,831,372$27,043 -0.9%18,4270.3%Consumer Staples
Webster Financial Corporation stock logo
WBS
Webster Financial
$2,727,345$17,297 -0.6%45,8840.3%Finance
Energy Select Sector SPDR Fund stock logo
XLE
Energy Select Sector SPDR Fund
$2,720,046$31,537 -1.1%30,4460.3%ETF
Weyerhaeuser Company stock logo
WY
Weyerhaeuser
$2,718,769$124,968 -4.4%109,6710.3%Construction
SPDR S&P MidCap 400 ETF Trust stock logo
MDY
SPDR S&P MidCap 400 ETF Trust
$2,596,903$21,457 0.8%4,3570.3%ETF
Automatic Data Processing, Inc. stock logo
ADP
Automatic Data Processing
$2,435,463$2,055 -0.1%8,2980.3%Computer and Technology
Generac Holdings Inc. stock logo
GNRC
Generac
$2,256,719$257,294 -10.2%13,4810.2%Industrials
Blackstone Inc. stock logo
BX
Blackstone
$2,124,520$1,538 0.1%12,4350.2%Finance
Johnson & Johnson stock logo
JNJ
Johnson & Johnson
$2,058,533$38,753 1.9%11,1020.2%Medical
Utilities Select Sector SPDR Fund stock logo
XLU
Utilities Select Sector SPDR Fund
$1,919,754$78,140 4.2%22,0130.2%ETF
Southern Company (The) stock logo
SO
Southern
$1,913,4060.0%20,1900.2%Utilities
SPDR Portfolio S&P 400 Mid Cap ETF stock logo
SPMD
SPDR Portfolio S&P 400 Mid Cap ETF
$1,722,048$383,802 28.7%30,1110.2%ETF
Invesco QQQ stock logo
QQQ
Invesco QQQ
$1,645,014$45,028 -2.7%2,7400.2%Finance
Alphabet Inc. stock logo
GOOGL
Alphabet
$1,644,572$8,509 0.5%6,7650.2%Computer and Technology
RTX Corporation stock logo
RTX
RTX
$1,632,973$6,693 0.4%9,7590.2%Aerospace
Costco Wholesale Corporation stock logo
COST
Costco Wholesale
$1,570,794$124,960 -7.4%1,6970.2%Retail/Wholesale
Real Estate Select Sector SPDR Fund stock logo
XLRE
Real Estate Select Sector SPDR Fund
$1,409,459$178,126 14.5%33,4550.1%ETF
Abbott Laboratories stock logo
ABT
Abbott Laboratories
$1,379,4480.0%10,2990.1%Medical
Emerson Electric Co. stock logo
EMR
Emerson Electric
$1,375,624$1,968 -0.1%10,4870.1%Industrials
ConocoPhillips stock logo
COP
ConocoPhillips
$1,351,691$16,648 -1.2%14,2900.1%Energy
iShares Short-Term National Muni Bond ETF stock logo
SUB
iShares Short-Term National Muni Bond ETF
$1,287,019$82,754 6.9%12,0530.1%ETF
Caterpillar Inc. stock logo
CAT
Caterpillar
$1,254,427$2,386 -0.2%2,6290.1%Industrials

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