Hudson Valley Investment Advisors Inc /Adv Top Holdings and 13F Report (2026) About Hudson Valley Investment Advisors Inc /AdvInvestment ActivityHudson Valley Investment Advisors Inc /Adv has $823.02 million in total holdings as of June 30, 2026.Hudson Valley Investment Advisors Inc /Adv owns shares of 143 different stocks, but just 45 companies or ETFs make up 80% of its holdings.Approximately 6.10% of the portfolio was purchased this quarter.About 7.88% of the portfolio was sold this quarter.This quarter, Hudson Valley Investment Advisors Inc /Adv has purchased 145 new stocks and bought additional shares in 25 stocks.Hudson Valley Investment Advisors Inc /Adv sold shares of 99 stocks and completely divested from 9 stocks this quarter.Largest Holdings Eli Lilly and Company $49,737,956SPDR Portfolio Intermediate Term Corporate Bond ETF $44,823,184Orange County Bancorp $39,020,712SPDR Portfolio Short Term Corporate Bond ETF $35,423,746Technology Select Sector SPDR Fund $34,934,897 Largest New Holdings this Quarter 88033G407 - Tenet Healthcare $4,905,047 Holding651639106 - Newmont $4,408,299 Holding48020Q107 - Jones Lang LaSalle $4,102,815 Holding020002101 - Allstate $2,983,990 Holding595112103 - Micron Technology $570,219 Holding Largest Purchases this Quarter KLA 80,246 shares (about $24.21M)Marathon Petroleum 20,970 shares (about $5.36M)Tenet Healthcare 26,219 shares (about $4.91M)Newmont 47,198 shares (about $4.41M)Jones Lang LaSalle 13,237 shares (about $4.10M) Largest Sales this Quarter SPDR Portfolio S&P 500 ETF 89,330 shares (about $7.85M)Danaher 31,494 shares (about $6.00M)NVIDIA 19,594 shares (about $3.92M)Ciena 5,695 shares (about $2.79M)Alphabet 7,491 shares (about $2.65M) Sector Allocation Over TimeMap of 500 Largest Holdings ofHudson Valley Investment Advisors Inc /Adv Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorLLYEli Lilly and Company$49,737,956$1,643,219 â–¼-3.2%41,4686.0%MedicalSPIBSPDR Portfolio Intermediate Term Corporate Bond ETF$44,823,184$937,248 â–²2.1%1,339,6055.4%ETFOBTOrange County Bancorp$39,020,712$20,891 â–¼-0.1%1,060,9224.7%FinanceSPSBSPDR Portfolio Short Term Corporate Bond ETF$35,423,746$500,237 â–²1.4%1,180,3984.3%ETFXLKTechnology Select Sector SPDR Fund$34,934,897$1,017,758 â–¼-2.8%183,3664.2%ETFNVDANVIDIA$33,295,571$3,920,563 â–¼-10.5%166,4034.0%Computer and TechnologyKLACKLA$27,515,359$24,211,030 â–²732.7%91,1983.3%Computer and TechnologyAAPLApple$26,123,755$1,898,784 â–¼-6.8%90,2813.2%Computer and TechnologyISRGIntuitive Surgical$25,853,972$318,144 â–¼-1.2%65,0123.1%MedicalGOOGAlphabet$24,573,400$2,646,796 â–¼-9.7%69,5483.0%Computer and TechnologyMSFTMicrosoft$24,450,346$823,255 â–¼-3.3%65,5473.0%Computer and TechnologyAMZNAmazon.com$17,673,623$1,375,698 â–¼-7.2%74,1532.1%Retail/WholesaleCIENCiena$15,784,745$2,793,738 â–¼-15.0%32,1771.9%Computer and TechnologyJPMJPMorgan Chase & Co.$14,097,180$750,898 â–¼-5.1%43,0671.7%FinanceSPYSPDR S&P 500 ETF Trust$13,327,599$146,367 â–¼-1.1%17,8471.6%FinanceAVGOBroadcom$12,113,678$1,703,651 â–¼-12.3%32,0681.5%Computer and TechnologyABBVAbbVie$11,470,513$17,363 â–¼-0.2%45,5831.4%MedicalAXPAmerican Express$11,182,878$645,042 â–¼-5.5%33,0611.4%FinanceXLFFinancial Select Sector SPDR Fund$10,518,238$5,522 â–²0.1%196,1991.3%ETFVVisa$9,829,194$410,679 â–¼-4.0%28,6491.2%Business ServicesCSCOCisco Systems$9,253,116$1,010,388 â–¼-9.8%78,7771.1%Computer and TechnologySPSMSPDR Portfolio S&P 600 Small Cap ETF$8,846,407$2,826 â–²0.0%153,3971.1%ETFFLOTiShares Floating Rate Bond ETF$8,810,157$39,666 â–¼-0.4%172,5791.1%ETFAMDAdvanced Micro Devices$8,646,843$934,103 â–¼-9.7%14,8851.1%Computer and TechnologyIBMInternational Business Machines$8,577,739$368,103 â–²4.5%30,5031.0%Computer and TechnologyMETAMeta Platforms$8,458,350$279,955 â–¼-3.2%15,0161.0%Computer and TechnologyMSMorgan Stanley$8,296,925$848,067 â–¼-9.3%39,6911.0%FinanceXLYConsumer Discretionary Select Sector SPDR Fund$8,209,601$1,290 â–²0.0%70,0001.0%FinanceXLVHealth Care Select Sector SPDR Fund$7,959,028$37,126 â–¼-0.5%50,1641.0%ETFMDTMedtronic$7,955,367$3,755 â–¼0.0%101,6921.0%MedicalTMOThermo Fisher Scientific$7,579,831$141,881 â–¼-1.8%15,1190.9%MedicalXLCCommunication Services Select Sector SPDR Fund$7,570,452$304,142 â–²4.2%70,6660.9%ETFXOMExxonMobil$7,499,363$1,028,271 â–¼-12.1%54,8520.9%EnergyXLIIndustrial Select Sector SPDR Fund$7,259,535$76,500 â–²1.1%39,1920.9%ETFURIUnited Rentals$7,202,920$626,489 â–¼-8.0%6,3580.9%ConstructionAZOAutoZone$6,765,839$67,115 â–¼-1.0%2,1170.8%Retail/WholesaleGWWW.W. Grainger$6,468,713$485,664 â–¼-7.0%4,7550.8%IndustrialsMPCMarathon Petroleum$5,721,122$5,361,395 â–²1,490.4%22,3770.7%EnergyAPHAmphenol$5,683,857$534,779 â–¼-8.6%32,2360.7%Computer and TechnologyFLRFluor$5,552,023$384,228 â–¼-6.5%105,9750.7%ConstructionPWRQuanta Services$5,239,699$1,158,537 â–¼-18.1%7,2770.6%ConstructionSCHWCharles Schwab$4,966,891$303,107 â–²6.5%53,8300.6%FinanceSBUXStarbucks$4,947,972$232,484 â–¼-4.5%48,4190.6%Retail/WholesaleTHCTenet Healthcare$4,905,047$4,905,047 â–²New Holding26,2190.6%MedicalGSThe Goldman Sachs Group$4,685,669$396,456 â–¼-7.8%4,6330.6%FinanceHDHome Depot$4,564,416$510,684 â–¼-10.1%12,9420.6%Retail/WholesaleMCDMcDonald's$4,540,025$25,949 â–¼-0.6%16,7960.6%Retail/WholesaleSHWSherwin-Williams$4,463,777$256,519 â–¼-5.4%12,9640.5%Basic MaterialsNEMNewmont$4,408,299$4,408,299 â–²New Holding47,1980.5%Basic MaterialsMARSH & MCLENNAN COS INC$4,378,087$164,170 â–¼-3.6%26,2680.5%COMCRMSalesforce$4,315,828$370,971 â–¼-7.9%27,5490.5%Computer and TechnologyDUKDuke Energy$4,275,481$231,134 â–¼-5.1%33,7770.5%UtilitiesXLPConsumer Staples Select Sector SPDR Fund$4,212,403$2,741 â–²0.1%50,7090.5%ETFPEPPepsiCo$4,114,649$200,391 â–¼-4.6%30,3890.5%Consumer StaplesJLLJones Lang LaSalle$4,102,815$4,102,815 â–²New Holding13,2370.5%FinanceBKRBaker Hughes$4,078,483$343,768 â–¼-7.8%73,4860.5%EnergyCBRECBRE Group$3,976,317$88,491 â–¼-2.2%29,5220.5%FinanceCSXCSX$3,791,832$497,875 â–¼-11.6%79,7780.5%TransportationNOWServiceNow$3,718,338$148,722 â–²4.2%37,4530.5%Computer and TechnologyMELIMercadoLibre$3,657,884$6,790 â–¼-0.2%2,1550.4%Retail/WholesaleLECOLincoln Electric$3,554,942$131,960 â–¼-3.6%13,3890.4%IndustrialsNUENucor$3,445,725$534,601 â–¼-13.4%15,4690.4%Basic MaterialsNEENextEra Energy$3,414,247$174,925 â–¼-4.9%38,9000.4%UtilitiesWALMART INC$3,400,350$96,156 â–¼-2.8%30,0230.4%COMNFLXNetflix$3,270,403$224,339 â–²7.4%45,8040.4%Consumer DiscretionaryMDYSPDR S&P MidCap 400 ETF Trust$3,178,390$9,143 â–¼-0.3%4,5190.4%ETFALLAllstate$2,983,990$2,983,990 â–²New Holding12,5410.4%FinanceROKRockwell Automation$2,906,118$452,008 â–¼-13.5%5,8700.4%Computer and TechnologyADBEAdobe$2,878,666$102,099 â–²3.7%14,0410.3%Computer and TechnologySLBSLB$2,855,831$227,057 â–¼-7.4%61,4290.3%EnergyCVXChevron$2,840,793$122,331 â–¼-4.1%17,1380.3%EnergyWBSWebster Financial$2,767,1670.0%36,2100.3%FinanceXLEEnergy Select Sector SPDR Fund$2,761,039$53,801 â–¼-1.9%51,9870.3%ETFBACBank of America$2,715,015$170,255 â–¼-5.9%47,6490.3%FinanceMDLZMondelez International$2,669,776$290,067 â–¼-9.8%46,1580.3%Consumer StaplesGNRCGenerac$2,381,703$473,764 â–¼-16.6%8,1340.3%IndustrialsPGProcter & Gamble$2,335,302$72,002 â–¼-3.0%15,9250.3%Consumer StaplesSPMDSPDR Portfolio S&P 400 Mid Cap ETF$2,278,587$14,323 â–²0.6%33,7270.3%ETFRMDResMed$2,143,6800.0%11,0000.3%MedicalJNJJohnson & Johnson$2,022,365$31,492 â–¼-1.5%7,9630.2%MedicalQQQInvesco QQQ$1,995,644$7,364 â–¼-0.4%2,7100.2%FinanceTRMBTrimble$1,855,692$171,249 â–²10.2%36,2580.2%IndustrialsSOSouthern$1,735,510$36,083 â–¼-2.0%18,1330.2%UtilitiesGOOGLAlphabet$1,730,386$12,151 â–¼-0.7%4,8420.2%Computer and TechnologyXLUUtilities Select Sector SPDR Fund$1,701,332$35,365 â–¼-2.0%37,5240.2%ETFXLREReal Estate Select Sector SPDR Fund$1,578,176$6,649 â–¼-0.4%35,8430.2%ETFADPAutomatic Data Processing$1,545,708$167,515 â–¼-9.8%6,9020.2%Computer and TechnologyRTXRTX$1,452,382$59,006 â–¼-3.9%7,6550.2%AerospaceXLBMaterials Select Sector SPDR Fund$1,442,563$18,655 â–²1.3%28,3800.2%ETFGEGE Aerospace$1,360,377$3,364 â–¼-0.2%3,6400.2%AerospaceBXBlackstone$1,306,607$2,000 â–²0.2%11,1040.2%FinanceORCLOracle$1,292,062$21,398 â–²1.7%8,8160.2%Computer and TechnologyUNHUnitedHealth Group$1,291,587$117,190 â–¼-8.3%3,1080.2%MedicalCATCaterpillar$1,228,895$106,490 â–¼-8.0%1,1540.1%IndustrialsGLWCorning$1,097,0720.0%4,2950.1%Computer and TechnologyIYWiShares U.S. Technology ETF$1,077,022$5,045 â–²0.5%4,2700.1%ManufacturingSUBiShares Short-Term National Muni Bond ETF$1,034,355$323,456 â–¼-23.8%9,7150.1%ETFGE VERNOVA INC$948,111$2,350 â–¼-0.2%8070.1%COMCOPConocoPhillips$937,199$35,762 â–¼-3.7%9,0150.1%EnergyABTAbbott Laboratories$911,756$19,328 â–¼-2.1%10,0480.1%MedicalShowing largest 100 holdings. 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