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Hudson Valley Investment Advisors Inc /Adv Top Holdings and 13F Report (2026)

About Hudson Valley Investment Advisors Inc /Adv

Investment Activity

  • Hudson Valley Investment Advisors Inc /Adv has $801.75 million in total holdings as of September 30, 2026.
  • Hudson Valley Investment Advisors Inc /Adv owns shares of 137 different stocks, but just 43 companies or ETFs make up 80% of its holdings.
  • Approximately 3.92% of the portfolio was purchased this quarter.
  • About 6.46% of the portfolio was sold this quarter.
  • This quarter, Hudson Valley Investment Advisors Inc /Adv has purchased 143 new stocks and bought additional shares in 23 stocks.
  • Hudson Valley Investment Advisors Inc /Adv sold shares of 84 stocks and completely divested from 10 stocks this quarter.

Largest New Holdings this Quarter

30233Q108 - EXXONMOBIL HOLDINGS CORP
$8,665,958 Holding
025072802 - Avantis International Small Cap Value ETF
$4,464,345 Holding
05964H105 - Banco Santander
$1,028,966 Holding
718546104 - Phillips 66
$261,436 Holding

Largest Purchases this Quarter

EXXONMOBIL HOLDINGS CORP
53,247 shares (about $8.67M)
Avantis International Small Cap Value ETF
40,815 shares (about $4.46M)
Micron Technology
2,362 shares (about $2.52M)
Costco Wholesale
2,318 shares (about $2.11M)
Amphenol
23,997 shares (about $2.02M)

Largest Sales this Quarter

Fluor
101,361 shares (about $4.85M)
NVIDIA
7,606 shares (about $1.74M)
American Express
4,908 shares (about $1.49M)
Technology Select Sector SPDR Fund
6,696 shares (about $1.31M)
Microsoft
2,502 shares (about $1.28M)

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
Eli Lilly and Company stock logo
LLY
Eli Lilly and Company
$47,422,928$558,870 ▼-1.2%40,9855.9%Healthcare
SPDR Portfolio Intermediate Term Corporate Bond ETF stock logo
SPIB
SPDR Portfolio Intermediate Term Corporate Bond ETF
$44,625,032$1,382,585 ▲3.2%1,382,4365.6%ETF
Orange County Bancorp, Inc. stock logo
OBT
Orange County Bancorp
$39,201,0680.0%1,060,9224.9%Finance
NVIDIA Corporation stock logo
NVDA
NVIDIA
$36,266,169$1,737,064 ▼-4.6%158,7974.5%Technology
SPDR Portfolio Short Term Corporate Bond ETF stock logo
SPSB
SPDR Portfolio Short Term Corporate Bond ETF
$36,003,690$1,075,715 ▲3.1%1,216,7524.5%ETF
Technology Select Sector SPDR Fund stock logo
XLK
Technology Select Sector SPDR Fund
$34,583,161$1,310,742 ▼-3.7%176,6704.3%ETF
Microsoft Corporation stock logo
MSFT
Microsoft
$32,336,019$1,283,285 ▼-3.8%63,0454.0%Technology
Apple Inc. stock logo
AAPL
Apple
$28,985,623$1,079,992 ▼-3.6%87,0383.6%Technology
Intuitive Surgical, Inc. stock logo
ISRG
Intuitive Surgical
$26,435,8300.0%65,0123.3%Healthcare
Alphabet Inc. stock logo
GOOG
Alphabet
$23,991,498$293,718 ▲1.2%70,4103.0%Communication Services
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$19,730,440$1,255,218 ▲6.8%79,1912.5%Consumer Discretionary
KLA Corporation stock logo
KLAC
KLA
$16,932,006$845,216 ▼-4.8%86,8622.1%Technology
JPMorgan Chase & Co. stock logo
JPM
JPMorgan Chase & Co.
$13,529,187$718,906 ▼-5.0%40,8941.7%Finance
Meta Platforms, Inc. stock logo
META
Meta Platforms
$12,643,887$1,754,887 ▲16.1%17,4361.6%Communication Services
SPDR S&P 500 ETF Trust stock logo
SPY
SPDR S&P 500 ETF Trust
$12,642,120$968,540 ▼-7.1%16,5771.6%ETF
AbbVie Inc. stock logo
ABBV
AbbVie
$11,317,829$606,373 ▼-5.1%43,2651.4%Healthcare
Broadcom Inc. stock logo
AVGO
Broadcom
$11,204,005$57,946 ▼-0.5%31,9031.4%Technology
Ciena Corporation stock logo
CIEN
Ciena
$11,182,432$137,911 ▼-1.2%31,7851.4%Technology
Financial Select Sector SPDR Fund stock logo
XLF
Financial Select Sector SPDR Fund
$10,028,842$448,186 ▼-4.3%187,8061.3%ETF
Thermo Fisher Scientific Inc. stock logo
TMO
Thermo Fisher Scientific
$9,760,899$444,843 ▼-4.4%14,4601.2%Healthcare
Visa Inc. stock logo
V
Visa
$9,402,602$891,858 ▼-8.7%26,1671.2%Finance
Advanced Micro Devices, Inc. stock logo
AMD
Advanced Micro Devices
$9,057,718$48,329 ▼-0.5%14,8061.1%Technology
iShares Floating Rate Bond ETF stock logo
FLOT
iShares Floating Rate Bond ETF
$9,050,348$240,190 ▲2.7%177,2841.1%ETF
EXXONMOBIL HOLDINGS CORP
$8,665,958$8,665,958 ▲New Holding53,2471.1%COM SHS
American Express Company stock logo
AXP
American Express
$8,561,330$1,492,523 ▼-14.8%28,1531.1%Finance
Cisco Systems, Inc. stock logo
CSCO
Cisco Systems
$8,417,179$61,564 ▼-0.7%78,2051.0%Technology
Medtronic PLC stock logo
MDT
Medtronic
$8,257,261$517,740 ▼-5.9%95,6921.0%Healthcare
XLC
Communication Services Select Sector SPDR Fund
$8,083,719$241,915 ▲3.1%72,8461.0%ETF
SPDR Portfolio S&P 600 Small Cap ETF stock logo
SPSM
SPDR Portfolio S&P 600 Small Cap ETF
$7,961,139$147,427 ▼-1.8%150,6081.0%ETF
Health Care Select Sector SPDR Fund stock logo
XLV
Health Care Select Sector SPDR Fund
$7,932,069$516,544 ▼-6.1%47,0971.0%ETF
AutoZone, Inc. stock logo
AZO
AutoZone
$7,714,608$1,723,476 ▲28.8%2,7261.0%Consumer Discretionary
Consumer Discretionary Select Sector SPDR Fund stock logo
XLY
Consumer Discretionary Select Sector SPDR Fund
$7,628,594$9,796 ▲0.1%70,0901.0%ETF
Marathon Petroleum Corporation stock logo
MPC
Marathon Petroleum
$7,627,658$1,220,663 ▼-13.8%19,2901.0%Energy
Morgan Stanley stock logo
MS
Morgan Stanley
$7,224,269$240,740 ▼-3.2%38,4110.9%Finance
International Business Machines Corporation stock logo
IBM
International Business Machines
$6,873,578$164,735 ▲2.5%31,2520.9%Technology
Industrial Select Sector SPDR Fund stock logo
XLI
Industrial Select Sector SPDR Fund
$6,490,518$53,768 ▼-0.8%38,8700.8%ETF
Tenet Healthcare Corporation stock logo
THC
Tenet Healthcare
$6,116,313$584,210 ▼-8.7%23,9330.8%Healthcare
United Rentals, Inc. stock logo
URI
United Rentals
$6,074,740$288,225 ▼-4.5%6,0700.8%Industrials
W.W. Grainger, Inc. stock logo
GWW
W.W. Grainger
$5,720,542$203,059 ▼-3.4%4,5920.7%Industrials
Salesforce Inc. stock logo
CRM
Salesforce
$5,674,979$649,455 ▼-10.3%24,7200.7%Technology
Amphenol Corporation stock logo
APH
Amphenol
$4,740,445$2,022,948 ▲74.4%56,2330.6%Technology
The Charles Schwab Corporation stock logo
SCHW
Charles Schwab
$4,707,350$553,990 ▼-10.5%48,1620.6%Finance
Newmont Corporation stock logo
NEM
Newmont
$4,612,682$831,141 ▼-15.3%39,9920.6%Materials
Avantis International Small Cap Value ETF stock logo
AVDV
Avantis International Small Cap Value ETF
$4,464,345$4,464,345 ▲New Holding40,8150.6%ETF
MARSH & MCLENNAN COS INC
$4,232,218$252,690 ▼-5.6%24,7880.5%COM
Quanta Services, Inc. stock logo
PWR
Quanta Services
$4,227,741$447,832 ▼-9.6%6,5800.5%Industrials
Jones Lang LaSalle Incorporated stock logo
JLL
Jones Lang LaSalle
$4,055,165$10,999 ▲0.3%13,2730.5%Real Estate
The Sherwin-Williams Company stock logo
SHW
Sherwin-Williams
$3,983,337$207,540 ▼-5.0%12,3220.5%Materials
Netflix, Inc. stock logo
NFLX
Netflix
$3,971,693$784,653 ▲24.6%57,0810.5%Communication Services
Consumer Staples Select Sector SPDR Fund stock logo
XLP
Consumer Staples Select Sector SPDR Fund
$3,909,746$177,401 ▼-4.3%48,5080.5%ETF
The Goldman Sachs Group, Inc. stock logo
GS
The Goldman Sachs Group
$3,899,462$271,909 ▼-6.5%4,3310.5%Finance
Baker Hughes Company stock logo
BKR
Baker Hughes
$3,890,397$144,003 ▼-3.6%70,8630.5%Energy
The Allstate Corporation stock logo
ALL
Allstate
$3,889,651$1,107,304 ▲39.8%17,5320.5%Finance
McDonald's Corporation stock logo
MCD
McDonald's
$3,887,880$9,007 ▲0.2%16,8350.5%Consumer Discretionary
PepsiCo, Inc. stock logo
PEP
PepsiCo
$3,810,324$40,550 ▼-1.1%30,0690.5%Consumer Staples
Duke Energy Corporation stock logo
DUK
Duke Energy
$3,788,859$62,021 ▼-1.6%33,2330.5%Utilities
CBRE Group, Inc. stock logo
CBRE
CBRE Group
$3,663,586$129,113 ▼-3.4%28,5170.5%Real Estate
The Home Depot, Inc. stock logo
HD
Home Depot
$3,616,745$65,149 ▼-1.8%12,7130.5%Consumer Discretionary
CSX Corporation stock logo
CSX
CSX
$3,532,036$178,411 ▼-4.8%75,9420.4%Industrials
Chevron Corporation stock logo
CVX
Chevron
$3,479,321$20,421 ▼-0.6%17,0380.4%Energy
MercadoLibre, Inc. stock logo
MELI
MercadoLibre
$3,477,826$247,181 ▼-6.6%2,0120.4%Consumer Discretionary
Lincoln Electric Holdings, Inc. stock logo
LECO
Lincoln Electric
$3,458,060$84,401 ▼-2.4%13,0700.4%Industrials
Nucor Corporation stock logo
NUE
Nucor
$3,322,878$292,879 ▼-8.1%14,2160.4%Materials
Adobe Inc. stock logo
ADBE
Adobe
$3,189,278$179,715 ▼-5.3%13,2920.4%Technology
WALMART INC
$3,101,963$17,978 ▼-0.6%29,8500.4%COM
Energy Select Sector SPDR Fund stock logo
XLE
Energy Select Sector SPDR Fund
$3,073,217$123,984 ▼-3.9%49,9710.4%ETF
Micron Technology, Inc. stock logo
MU
Micron Technology
$3,041,948$2,515,785 ▲478.1%2,8560.4%Technology
Costco Wholesale Corporation stock logo
COST
Costco Wholesale
$2,951,320$2,110,166 ▲250.9%3,2420.4%Consumer Staples
SPDR S&P MidCap 400 ETF Trust stock logo
MDY
SPDR S&P MidCap 400 ETF Trust
$2,946,004$21,671 ▼-0.7%4,4860.4%ETF
NextEra Energy, Inc. stock logo
NEE
NextEra Energy
$2,906,376$39,915 ▼-1.4%38,3730.4%Utilities
SLB Limited stock logo
SLB
SLB
$2,878,058$114,785 ▼-3.8%59,0730.4%Energy
Bank of America Corporation stock logo
BAC
Bank of America
$2,572,830$20,683 ▼-0.8%47,2690.3%Finance
Rockwell Automation, Inc. stock logo
ROK
Rockwell Automation
$2,442,427$112,741 ▼-4.4%5,6110.3%Industrials
ResMed Inc. stock logo
RMD
ResMed
$2,432,1000.0%11,0000.3%Healthcare
Procter & Gamble Company (The) stock logo
PG
Procter & Gamble
$2,289,672$23,972 ▼-1.0%15,7600.3%Consumer Staples
SPDR Portfolio S&P 400 Mid Cap ETF stock logo
SPMD
SPDR Portfolio S&P 400 Mid Cap ETF
$2,135,677$9,519 ▲0.4%33,8780.3%ETF
Johnson & Johnson stock logo
JNJ
Johnson & Johnson
$1,998,256$109,867 ▼-5.2%7,5480.2%Healthcare
Invesco QQQ stock logo
QQQ
Invesco QQQ
$1,989,981$14,795 ▼-0.7%2,6900.2%ETF
Automatic Data Processing, Inc. stock logo
ADP
Automatic Data Processing
$1,781,1330.0%6,9020.2%Industrials
Generac Holdings Inc. stock logo
GNRC
Generac
$1,736,958$53,601 ▲3.2%8,3930.2%Industrials
Alphabet Inc. stock logo
GOOGL
Alphabet
$1,666,0360.0%4,8420.2%Communication Services
Southern Company (The) stock logo
SO
Southern
$1,503,0440.0%18,1330.2%Utilities
Real Estate Select Sector SPDR Fund stock logo
XLRE
Real Estate Select Sector SPDR Fund
$1,461,638$4,705 ▼-0.3%35,7280.2%ETF
Utilities Select Sector SPDR Fund stock logo
XLU
Utilities Select Sector SPDR Fund
$1,454,350$25,597 ▼-1.7%36,8750.2%ETF
RTX Corporation stock logo
RTX
RTX
$1,397,943$23,206 ▼-1.6%7,5300.2%Industrials
Materials Select Sector SPDR Fund stock logo
XLB
Materials Select Sector SPDR Fund
$1,377,776$4,334 ▼-0.3%28,2910.2%ETF
Blackstone Inc. stock logo
BX
Blackstone
$1,244,6480.0%11,1040.2%Finance
Oracle Corporation stock logo
ORCL
Oracle
$1,193,755$16,752 ▼-1.4%8,6940.1%Technology
GE Aerospace stock logo
GE
GE Aerospace
$1,144,854$8,120 ▲0.7%3,6660.1%Industrials
iShares U.S. Technology ETF stock logo
IYW
iShares U.S. Technology ETF
$1,131,1230.0%4,2700.1%ETF
ConocoPhillips stock logo
COP
ConocoPhillips
$1,123,221$5,006 ▼-0.4%8,9750.1%Energy
Banco Santander, S.A. stock logo
SAN
Banco Santander
$1,028,966$1,028,966 ▲New Holding74,4010.1%Finance
iShares Short-Term National Muni Bond ETF stock logo
SUB
iShares Short-Term National Muni Bond ETF
$1,015,6050.0%9,7150.1%ETF
Merck & Co., Inc. stock logo
MRK
Merck & Co., Inc.
$1,002,009$4,359 ▼-0.4%6,8960.1%Healthcare
Abbott Laboratories stock logo
ABT
Abbott Laboratories
$981,678$11,365 ▼-1.1%9,9330.1%Healthcare
Emerson Electric Co. stock logo
EMR
Emerson Electric
$951,311$2,326 ▼-0.2%6,1340.1%Industrials
Caterpillar Inc. stock logo
CAT
Caterpillar
$935,6520.0%1,1540.1%Industrials
UnitedHealth Group Incorporated stock logo
UNH
UnitedHealth Group
$879,357$261,311 ▼-22.9%2,3960.1%Healthcare
GE VERNOVA INC
$772,748$5,703 ▲0.7%8130.1%COM
Capital One Financial Corporation stock logo
COF
Capital One Financial
$712,2350.0%3,6890.1%Finance

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