Hudson Valley Investment Advisors Inc Portfolio Holdings

Hudson Valley Investment Advisors Inc

  • $912 Million
  • Q2 2025

Hudson Valley Investment Advisors Inc has filed its 13F form on July 21, 2025 for Q2 2025 where it was disclosed a total value porftolio of $912 Million distributed in 175 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Nvidia Corp with a value of $44.3M, Microsoft Corp with a value of $42.7M, Spdr Portfolio Intermediate Te with a value of $41.4M, Eli Lilly & CO with a value of $37.4M, and Intuitive Surgical Inc with a value of $36.5M.

Examining the 13F form we can see an increase of $76.2M in the current position value, from $836M to 912M.

Below you can find more details about Hudson Valley Investment Advisors Inc portfolio as well as his latest detailed transactions.

Portfolio value $912 Million
Technology: $213 Million
ETFs: $186 Million
Financial Services: $124 Million
Healthcare: $124 Million
Industrials: $66.5 Million
Consumer Cyclical: $65.8 Million
Communication Services: $51.6 Million
Energy: $24.2 Million
Other: $56.2 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$180B
$959,000 0.11% of portfolio
22,166
Q2 2025 Reduced 7.58%
$220B
$1.02 Million 0.11% of portfolio
2,634
Q1 2025 Reduced 0.38%
$283B
$981,000 0.11% of portfolio
3,815
Q4 2024 Reduced 0.65%
$195B
$996,000 0.11% of portfolio
34,419
Q2 2025 Reduced 2.99%
$4.52B
$921,000 0.1% of portfolio
3,212
Q3 2021 Reduced 3.02%
$86.8B
$934,000 0.1% of portfolio
1,870
Q2 2025 Reduced 0.53%
$207B
$886,000 0.1% of portfolio
11,195
Q2 2025 Reduced 15.84%
$0
$776,000 0.09% of portfolio
4,480
Q2 2025 Reduced 0.33%
$141B
$712,000 0.08% of portfolio
29,410
Q2 2025 Reduced 19.19%
$83.4B
$747,000 0.08% of portfolio
3,512
Q2 2025 Added 0.34%
$6.3B
$714,000 0.08% of portfolio
14,610
Q4 2024 Reduced 1.35%
$40.6B
$692,000 0.08% of portfolio
9,144
Q2 2025 Reduced 3.94%
$108B
$728,000 0.08% of portfolio
3,297
Q2 2025 Reduced 18.49%
$136B
$641,000 0.07% of portfolio
3,064
Q2 2025 Reduced 4.76%
$4.42B
$644,000 0.07% of portfolio
12,030
Q3 2024 Added 0.25%
$533B
$609,000 0.07% of portfolio
1,084
Q3 2024 Added 3.63%
$45.7B
$505,000 0.06% of portfolio
9,615
Q3 2024 Reduced 10.27%
$0
$505,000 0.06% of portfolio
9,700
Q2 2025 Reduced 3.48%
$80.2B
$532,000 0.06% of portfolio
7,714
Q2 2025 Reduced 7.96%
$221B
$438,000 0.05% of portfolio
3,535
Q2 2025 Reduced 25.36%
$0
$484,000 0.05% of portfolio
5,082
Q2 2025 Reduced 6.49%
$0
$465,000 0.05% of portfolio
4,261
Q2 2025 Added 1.02%
$116B
$439,000 0.05% of portfolio
1,516
Q2 2025 Added 2.36%
$0
$499,000 0.05% of portfolio
9,864
Q2 2025 New
$0
$481,000 0.05% of portfolio
775
Q3 2024 Reduced 4.32%
$20.3B
$414,000 0.05% of portfolio
2,812
Q4 2024 Reduced 1.82%
$0
$324,000 0.04% of portfolio
2,950
Q3 2024 Reduced 13.24%
$4.9B
$396,000 0.04% of portfolio
2,493
Q2 2025 Reduced 6.45%
$8.24B
$355,000 0.04% of portfolio
3,131
Q2 2025 Reduced 31.74%
$51.6B
$396,000 0.04% of portfolio
2,277
Q2 2025 Reduced 7.21%
$79.9B
$342,000 0.04% of portfolio
1,385
Q1 2025 Reduced 22.19%
$23B
$367,000 0.04% of portfolio
900
Q3 2022 New
$0
$349,000 0.04% of portfolio
6,668
Q2 2025 Reduced 9.32%
$64.9B
$383,000 0.04% of portfolio
1,500
Q3 2024 Reduced 14.29%
$83.6B
$334,000 0.04% of portfolio
2,197
Q1 2025 Reduced 18.54%
$64.9B
$339,000 0.04% of portfolio
3,222
Q1 2025 Reduced 11.04%
$0
$358,000 0.04% of portfolio
41,215
Q2 2025 Reduced 14.07%
$164B
$354,000 0.04% of portfolio
1,268
Q2 2025 Added 1.44%
$301B
$312,000 0.03% of portfolio
4,413
Q4 2024 Reduced 8.31%
$79.9B
$317,000 0.03% of portfolio
3,490
Q1 2025 Reduced 9.35%
$102B
$277,000 0.03% of portfolio
5,989
Q2 2025 Reduced 41.34%
$177B
$254,000 0.03% of portfolio
1,600
Q3 2024 Reduced 41.88%
$41.2B
$252,000 0.03% of portfolio
1,500
Q1 2025 New
$1.05T
$249,000 0.03% of portfolio
786
Q2 2025 New
$36.7B
$245,000 0.03% of portfolio
2,451
Q1 2025 Reduced 9.42%
$91.6B
$268,000 0.03% of portfolio
811
Q4 2024 Reduced 1.22%
$91.5B
$277,000 0.03% of portfolio
6,120
Q2 2025 Reduced 1.97%
$0
$249,000 0.03% of portfolio
12,000
Q3 2024 New
$79.5B
$293,000 0.03% of portfolio
1,575
Q3 2024 Reduced 34.35%

Summary

  • Portfolio
  • No. of Stocks 175
  • Current Value $912 Million
  • Prior Value $836 Million
  • Filing
  • Period Q2 2025
  • Filing Date July 21, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 11 stocks
  • Additional Purchases 29 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 85 stocks
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