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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 $771.51 million in total holdings as of March 31, 2026.
  • Hudson Valley Investment Advisors Inc /Adv owns shares of 145 different stocks, but just 48 companies or ETFs make up 80% of its holdings.
  • Approximately 0.82% of the portfolio was purchased this quarter.
  • About 13.25% of the portfolio was sold this quarter.
  • This quarter, Hudson Valley Investment Advisors Inc /Adv has purchased 149 new stocks and bought additional shares in 11 stocks.
  • Hudson Valley Investment Advisors Inc /Adv sold shares of 111 stocks and completely divested from 7 stocks this quarter.

Largest New Holdings this Quarter

127097103 - Coterra Energy
$262,707 Holding
718546104 - Phillips 66
$210,964 Holding
058498106 - Ball
$206,885 Holding

Largest Purchases this Quarter

SPDR Portfolio S&P 500 ETF
31,354 shares (about $2.40M)
SPDR Portfolio Short Term Corporate Bond ETF
28,466 shares (about $855.97K)
iShares Floating Rate Bond ETF
9,474 shares (about $482.70K)
ServiceNow
4,261 shares (about $445.49K)

Largest Sales this Quarter

NVIDIA
49,364 shares (about $8.61M)
Broadcom
16,345 shares (about $5.06M)
Alphabet
17,334 shares (about $4.97M)
Ciena
11,996 shares (about $4.66M)
KLA
2,909 shares (about $4.28M)

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
SPDR Portfolio Intermediate Term Corporate Bond ETF stock logo
SPIB
SPDR Portfolio Intermediate Term Corporate Bond ETF
$43,990,863$936,001 â–²2.2%1,311,5945.7%ETF
Eli Lilly and Company stock logo
LLY
Eli Lilly and Company
$39,401,100$2,442,909 â–¼-5.8%42,8385.1%Medical
SPDR Portfolio Short Term Corporate Bond ETF stock logo
SPSB
SPDR Portfolio Short Term Corporate Bond ETF
$34,993,332$855,973 â–²2.5%1,163,7294.5%ETF
Orange County Bancorp, Inc. stock logo
OBT
Orange County Bancorp
$33,946,449$1,283,261 â–¼-3.6%1,061,4904.4%Finance
NVIDIA Corporation stock logo
NVDA
NVIDIA
$32,438,044$8,609,126 â–¼-21.0%185,9974.2%Computer and Technology
Intuitive Surgical, Inc. stock logo
ISRG
Intuitive Surgical
$30,338,673$92,198 â–¼-0.3%65,8123.9%Medical
Microsoft Corporation stock logo
MSFT
Microsoft
$25,080,486$2,245,080 â–¼-8.2%67,7543.3%Computer and Technology
Technology Select Sector SPDR Fund stock logo
XLK
Technology Select Sector SPDR Fund
$25,079,294$882,988 â–¼-3.4%188,7083.3%ETF
Apple Inc. stock logo
AAPL
Apple
$24,577,834$3,637,579 â–¼-12.9%96,8433.2%Computer and Technology
Alphabet Inc. stock logo
GOOG
Alphabet
$22,099,414$4,972,433 â–¼-18.4%77,0392.9%Computer and Technology
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$16,645,985$2,505,905 â–¼-13.1%79,9252.2%Retail/Wholesale
KLA Corporation stock logo
KLAC
KLA
$16,125,817$4,283,236 â–¼-21.0%10,9522.1%Computer and Technology
Ciena Corporation stock logo
CIEN
Ciena
$14,703,045$4,657,207 â–¼-24.1%37,8721.9%Computer and Technology
JPMorgan Chase & Co. stock logo
JPM
JPMorgan Chase & Co.
$13,343,436$2,294,161 â–¼-14.7%45,3611.7%Finance
SPDR S&P 500 ETF Trust stock logo
SPY
SPDR S&P 500 ETF Trust
$11,734,082$517,671 â–¼-4.2%18,0431.5%Finance
Broadcom Inc. stock logo
AVGO
Broadcom
$11,321,245$5,058,936 â–¼-30.9%36,5781.5%Computer and Technology
ExxonMobil Corporation stock logo
XOM
ExxonMobil
$10,582,138$3,377,061 â–¼-24.2%62,3731.4%Energy
American Express Company stock logo
AXP
American Express
$10,577,120$447,670 â–¼-4.1%34,9681.4%Finance
AbbVie Inc. stock logo
ABBV
AbbVie
$9,928,844$672,913 â–¼-6.3%45,6521.3%Medical
Financial Select Sector SPDR Fund stock logo
XLF
Financial Select Sector SPDR Fund
$9,681,265$243,592 â–¼-2.5%196,0961.3%ETF
Visa Inc. stock logo
V
Visa
$9,020,961$873,201 â–¼-8.8%29,8461.2%Business Services
Meta Platforms, Inc. stock logo
META
Meta Platforms
$8,875,442$2,191,827 â–¼-19.8%15,5131.2%Computer and Technology
iShares Floating Rate Bond ETF stock logo
FLOT
iShares Floating Rate Bond ETF
$8,832,488$482,700 â–²5.8%173,3561.1%ETF
Medtronic PLC stock logo
MDT
Medtronic
$8,815,770$57,969 â–¼-0.7%101,7401.1%Medical
Consumer Discretionary Select Sector SPDR Fund stock logo
XLY
Consumer Discretionary Select Sector SPDR Fund
$7,627,402$283,893 â–¼-3.6%69,9891.0%Finance
Thermo Fisher Scientific Inc. stock logo
TMO
Thermo Fisher Scientific
$7,570,321$1,096,571 â–¼-12.7%15,4021.0%Medical
XLC
Communication Services Select Sector SPDR Fund
$7,519,294$164,184 â–¼-2.1%67,8271.0%ETF
SPDR Portfolio S&P 600 Small Cap ETF stock logo
SPSM
SPDR Portfolio S&P 600 Small Cap ETF
$7,409,770$134,474 â–²1.8%153,3481.0%ETF
Health Care Select Sector SPDR Fund stock logo
XLV
Health Care Select Sector SPDR Fund
$7,388,850$483,666 â–¼-6.1%50,3981.0%ETF
AutoZone, Inc. stock logo
AZO
AutoZone
$7,225,092$922,568 â–¼-11.3%2,1380.9%Retail/Wholesale
Morgan Stanley stock logo
MS
Morgan Stanley
$7,199,537$1,421,871 â–¼-16.5%43,7480.9%Finance
SPDR Portfolio S&P 500 ETF stock logo
SPLG
SPDR Portfolio S&P 500 ETF
$7,160,088$2,399,835 â–²50.4%93,5470.9%ETF
International Business Machines Corporation stock logo
IBM
International Business Machines
$7,076,337$427,576 â–¼-5.7%29,1940.9%Computer and Technology
Cisco Systems, Inc. stock logo
CSCO
Cisco Systems
$6,779,731$859,309 â–¼-11.2%87,3790.9%Computer and Technology
Industrial Select Sector SPDR Fund stock logo
XLI
Industrial Select Sector SPDR Fund
$6,271,727$455,432 â–¼-6.8%38,7790.8%ETF
Danaher Corporation stock logo
DHR
Danaher
$6,243,152$341,091 â–¼-5.2%32,9280.8%Medical
Salesforce Inc. stock logo
CRM
Salesforce
$5,584,603$297,178 â–¼-5.1%29,9170.7%Computer and Technology
W.W. Grainger, Inc. stock logo
GWW
W.W. Grainger
$5,576,200$988,270 â–¼-15.1%5,1120.7%Industrials
Fluor Corporation stock logo
FLR
Fluor
$5,285,871$1,042,395 â–¼-16.5%113,3090.7%Construction
McDonald's Corporation stock logo
MCD
McDonald's
$5,249,915$82,360 â–¼-1.5%16,8920.7%Retail/Wholesale
United Rentals, Inc. stock logo
URI
United Rentals
$5,035,080$929,643 â–¼-15.6%6,9110.7%Construction
PepsiCo, Inc. stock logo
PEP
PepsiCo
$4,948,904$796,167 â–¼-13.9%31,8690.6%Consumer Staples
Quanta Services, Inc. stock logo
PWR
Quanta Services
$4,878,565$1,394,503 â–¼-22.2%8,8860.6%Construction
Baker Hughes Company stock logo
BKR
Baker Hughes
$4,864,461$1,396,396 â–¼-22.3%79,6800.6%Energy
The Charles Schwab Corporation stock logo
SCHW
Charles Schwab
$4,750,215$963,576 â–¼-16.9%50,5450.6%Finance
The Home Depot, Inc. stock logo
HD
Home Depot
$4,732,754$975,164 â–¼-17.1%14,3900.6%Retail/Wholesale
MARSH & MCLENNAN COS INC
$4,727,206$944,296 â–¼-16.6%27,2530.6%COM
Duke Energy Corporation stock logo
DUK
Duke Energy
$4,661,855$720,039 â–¼-13.4%35,6030.6%Utilities
Starbucks Corporation stock logo
SBUX
Starbucks
$4,541,706$983,705 â–¼-17.8%50,6940.6%Retail/Wholesale
Chipotle Mexican Grill, Inc. stock logo
CMG
Chipotle Mexican Grill
$4,521,731$1,223,134 â–¼-21.3%141,2600.6%Retail/Wholesale
Amphenol Corporation stock logo
APH
Amphenol
$4,456,244$863,730 â–¼-16.2%35,2690.6%Computer and Technology
The Sherwin-Williams Company stock logo
SHW
Sherwin-Williams
$4,394,414$694,951 â–¼-13.7%13,7090.6%Basic Materials
The Goldman Sachs Group, Inc. stock logo
GS
The Goldman Sachs Group
$4,251,126$1,079,490 â–¼-20.3%5,0250.6%Finance
Consumer Staples Select Sector SPDR Fund stock logo
XLP
Consumer Staples Select Sector SPDR Fund
$4,154,423$97,228 â–¼-2.3%50,6760.5%ETF
Netflix, Inc. stock logo
NFLX
Netflix
$4,101,948$306,141 â–¼-6.9%42,6620.5%Consumer Discretionary
CBRE Group, Inc. stock logo
CBRE
CBRE Group
$4,088,043$400,555 â–¼-8.9%30,1790.5%Finance
WALMART INC
$3,836,716$133,226 â–¼-3.4%30,8720.5%COM
NextEra Energy, Inc. stock logo
NEE
NextEra Energy
$3,798,144$858,862 â–¼-18.4%40,8930.5%Utilities
ServiceNow, Inc. stock logo
NOW
ServiceNow
$3,759,103$445,488 â–²13.4%35,9550.5%Computer and Technology
MercadoLibre, Inc. stock logo
MELI
MercadoLibre
$3,732,934$98,554 â–¼-2.6%2,1590.5%Retail/Wholesale
Take-Two Interactive Software, Inc. stock logo
TTWO
Take-Two Interactive Software
$3,728,395$514,289 â–¼-12.1%18,8780.5%Consumer Discretionary
CSX Corporation stock logo
CSX
CSX
$3,704,880$1,081,173 â–¼-22.6%90,2530.5%Transportation
Chevron Corporation stock logo
CVX
Chevron
$3,698,541$137,588 â–¼-3.6%17,8760.5%Energy
Prologis, Inc. stock logo
PLD
Prologis
$3,617,165$759,491 â–¼-17.4%27,3660.5%Finance
Lincoln Electric Holdings, Inc. stock logo
LECO
Lincoln Electric
$3,458,741$871,784 â–¼-20.1%13,8860.4%Industrials
SLB Limited stock logo
SLB
SLB
$3,407,820$1,114,134 â–¼-24.6%66,3130.4%Energy
Advanced Micro Devices, Inc. stock logo
AMD
Advanced Micro Devices
$3,355,168$300,262 â–¼-8.2%16,4930.4%Computer and Technology
Adobe Inc. stock logo
ADBE
Adobe
$3,292,032$3,888,793 â–¼-54.2%13,5430.4%Computer and Technology
Energy Select Sector SPDR Fund stock logo
XLE
Energy Select Sector SPDR Fund
$3,246,780$299,010 â–¼-8.4%53,0000.4%ETF
Nucor Corporation stock logo
NUE
Nucor
$3,021,475$764,626 â–¼-20.2%17,8690.4%Basic Materials
Mondelez International, Inc. stock logo
MDLZ
Mondelez International
$2,949,606$392,643 â–¼-11.7%51,1730.4%Consumer Staples
SPDR S&P MidCap 400 ETF Trust stock logo
MDY
SPDR S&P MidCap 400 ETF Trust
$2,795,166$119,652 â–²4.5%4,5320.4%ETF
Webster Financial Corporation stock logo
WBS
Webster Financial
$2,513,697$121,346 â–¼-4.6%36,2100.3%Finance
ResMed Inc. stock logo
RMD
ResMed
$2,469,2800.0%11,0000.3%Medical
Bank of America Corporation stock logo
BAC
Bank of America
$2,468,533$535,124 â–¼-17.8%50,6370.3%Finance
Rockwell Automation, Inc. stock logo
ROK
Rockwell Automation
$2,434,282$428,861 â–¼-15.0%6,7830.3%Computer and Technology
Procter & Gamble Company (The) stock logo
PG
Procter & Gamble
$2,371,185$131,010 â–¼-5.2%16,4160.3%Consumer Staples
Weyerhaeuser Company stock logo
WY
Weyerhaeuser
$2,222,990$235,091 â–¼-9.6%90,9940.3%Construction
Trimble Inc. stock logo
TRMB
Trimble
$2,146,853$401,035 â–¼-15.7%32,9120.3%Industrials
SPDR Portfolio S&P 400 Mid Cap ETF stock logo
SPMD
SPDR Portfolio S&P 400 Mid Cap ETF
$1,984,756$103,635 â–²5.5%33,5150.3%ETF
Johnson & Johnson stock logo
JNJ
Johnson & Johnson
$1,976,789$249,329 â–¼-11.2%8,0870.3%Medical
Generac Holdings Inc. stock logo
GNRC
Generac
$1,904,863$518,212 â–¼-21.4%9,7520.2%Industrials
Southern Company (The) stock logo
SO
Southern
$1,786,585$47,295 â–¼-2.6%18,5100.2%Utilities
Utilities Select Sector SPDR Fund stock logo
XLU
Utilities Select Sector SPDR Fund
$1,757,768$159,835 â–¼-8.3%38,3040.2%ETF
Invesco QQQ stock logo
QQQ
Invesco QQQ
$1,569,932$84,846 â–¼-5.1%2,7200.2%Finance
Automatic Data Processing, Inc. stock logo
ADP
Automatic Data Processing
$1,554,329$47,341 â–¼-3.0%7,6500.2%Computer and Technology
RTX Corporation stock logo
RTX
RTX
$1,536,643$323,301 â–¼-17.4%7,9660.2%Aerospace
Real Estate Select Sector SPDR Fund stock logo
XLRE
Real Estate Select Sector SPDR Fund
$1,469,642$62,307 â–²4.4%35,9940.2%ETF
Alphabet Inc. stock logo
GOOGL
Alphabet
$1,402,143$68,152 â–¼-4.6%4,8760.2%Computer and Technology
Materials Select Sector SPDR Fund stock logo
XLB
Materials Select Sector SPDR Fund
$1,399,805$3,798 â–²0.3%28,0130.2%ETF
iShares Short-Term National Muni Bond ETF stock logo
SUB
iShares Short-Term National Muni Bond ETF
$1,358,1960.0%12,7530.2%ETF
Oracle Corporation stock logo
ORCL
Oracle
$1,275,521$449,448 â–¼-26.1%8,6700.2%Computer and Technology
Blackstone Inc. stock logo
BX
Blackstone
$1,274,8940.0%11,0870.2%Finance
ConocoPhillips stock logo
COP
ConocoPhillips
$1,235,388$297,660 â–¼-19.4%9,3590.2%Energy
Abbott Laboratories stock logo
ABT
Abbott Laboratories
$1,053,497$15,401 â–¼-1.4%10,2610.1%Medical
GE Aerospace stock logo
GE
GE Aerospace
$1,035,4750.0%3,6490.1%Aerospace
Costco Wholesale Corporation stock logo
COST
Costco Wholesale
$1,018,351$458,358 â–¼-31.0%1,0220.1%Retail/Wholesale
Merck & Co., Inc. stock logo
MRK
Merck & Co., Inc.
$977,303$18,043 â–¼-1.8%8,1250.1%Medical
UnitedHealth Group Incorporated stock logo
UNH
UnitedHealth Group
$917,177$4,002,030 â–¼-81.4%3,3900.1%Medical
Caterpillar Inc. stock logo
CAT
Caterpillar
$888,409$123,981 â–¼-12.2%1,2540.1%Industrials

Showing largest 100 holdings. View all holdings.
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