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VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs
13F HOLDINGS REPORT

HUDSON VALLEY INVESTMENT ADVISORS INC /ADV

Quarter ended Q2 2025 · Filed July 21, 2025 · Accession 0001062993-25-013000

Total Value
$913.4M
Positions
175
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (175)

#IssuerTicker / CUSIPSharesValue% of Filing
1NVIDIA CorpNVDA280,390$44.3M4.85%
2Microsoft CorpMSFT85,875$42.7M4.68%
3SPDR Portfolio Intermediate Term Corporate Bond ETF78464A3751,231,779$41.4M4.53%
4Eli Lilly and CoLLY48,027$37.4M4.10%
5Intuitive Surgical IncISRG67,221$36.5M4.00%
6SPDR Portfolio Short Term Corporate Bond ETF78464A4741,085,013$32.8M3.59%
7Orange County Bancorp IncORANY1,161,617$30.0M3.29%
8Apple IncAAPL128,951$26.5M2.90%
9Technology Select Sector SPDR ETF81369Y80392,215$23.4M2.56%
10Amazon.com IncAMZN99,624$21.9M2.39%
11Alphabet Inc Class CGOOG120,113$21.3M2.33%
12JPMorgan Chase & CoVYLD63,513$18.4M2.02%
13KLA CorpKLAC18,508$16.6M1.81%
14Broadcom IncAVGO58,115$16.0M1.75%
15Meta Platforms IncMETA21,390$15.8M1.73%
16American Express CoAXP45,649$14.6M1.59%
17Visa IncV35,351$12.6M1.37%
18SPDR S&P 500 ETFSPY19,905$12.3M1.35%
19Exxon Mobil CorpXOM95,575$10.3M1.13%
20Marsh & McLennan Companies Inc57174810246,981$10.3M1.12%
21Financial Select Sector SPDR ETF81369Y605195,202$10.2M1.12%
22AutoZone IncAZO2,692$10.0M1.09%
23International Business Machines CorpINTR33,911$10.0M1.09%
24Salesforce IncCRM35,558$9.7M1.06%
25AbbVie IncABBV51,294$9.5M1.04%
26Morgan StanleyMS-PQ66,936$9.4M1.03%
27Adobe Systems IncADBE24,337$9.4M1.03%
28Chart Industries Inc16115Q30856,055$9.2M1.01%
29United Rentals IncURI12,108$9.1M1.00%
30Chipotle Mexican Grill IncCMG160,587$9.0M0.99%
31Medtronic PLCMDT102,654$8.9M0.98%
32Cisco Systems IncCSCO128,484$8.9M0.98%
33Thermo Fisher Scientific IncTMO21,339$8.7M0.95%
34The Home Depot IncHD22,449$8.2M0.90%
35Fluor CorporationFLR158,639$8.1M0.89%
36iShares Floating Rate Bond ETF46429B655152,289$7.8M0.85%
37Danaher Corp23585110238,994$7.7M0.84%
38Consumer Discretionary Select Sector SPDR ETF81369Y40734,991$7.6M0.83%
39Communication Services Select Sector SPDR ETF81369Y85267,528$7.3M0.80%
40Health Care Select Sector SPDR ETF81369Y20954,071$7.3M0.80%
41Ciena CorpCIEN88,578$7.2M0.79%
42W.W. Grainger Inc3848021046,894$7.2M0.79%
43Industrial Select Sector SPDR ETF81369Y70442,410$6.3M0.68%
44Starbucks CorpSBUX68,004$6.2M0.68%
45Goldman Sachs Group IncGSCE8,749$6.2M0.68%
46Charles Schwab CorpSCHW-PJ67,428$6.2M0.67%
47UnitedHealth Group IncUNH19,398$6.1M0.66%
48Sherwin-Williams CoSHW17,493$6.0M0.66%
49NETFLIX IncNFLX4,450$6.0M0.65%
50PepsiCo IncPEP43,055$5.7M0.62%
51ServiceNow IncNOW5,479$5.6M0.62%
52SPDR Portfolio S&P 600 Small Cap ETF78468R853132,177$5.6M0.62%
53Amphenol Corp03209510156,081$5.5M0.61%
54CBRE Group IncCBRE39,411$5.5M0.60%
55Quanta Services Inc74762E10213,813$5.2M0.57%
56CSX CorpCSX158,737$5.2M0.57%
57MercadoLibre IncMELI1,947$5.1M0.56%
58Duke Energy CorpDUKB42,343$5.0M0.55%
59Take-Two Interactive Software IncTTWO20,574$5.0M0.55%
60McDonald's CorpMCD17,070$5.0M0.55%
61Baker Hughes CoBKR121,836$4.7M0.51%
62Blue Owl Capital Corp - Class AOWL235,173$4.5M0.49%
63Prologis IncPLDGP42,491$4.5M0.49%
64Lincoln Electric Holdings Inc53390010621,453$4.4M0.49%
65Mondelez International Inc60920710559,772$4.0M0.44%
66Consumer Staples Select Sector SPDR ETF81369Y30849,028$4.0M0.43%
67Nucor CorpNUE29,970$3.9M0.43%
68Bank of America Corporation06050510481,758$3.9M0.42%
69Walmart IncWMT38,227$3.7M0.41%
70NextEra Energy IncNEE-PW53,802$3.7M0.41%
71Trimble IncTRMB46,437$3.5M0.39%
72Oracle CorpORCL-PD15,505$3.4M0.37%
73Schlumberger LtdSLB96,449$3.3M0.36%
74Advanced Micro Devices IncAMD22,137$3.1M0.34%
75Chevron CorpCVX21,596$3.1M0.34%
76Rockwell Automation IncROK9,309$3.1M0.34%
77Procter & Gamble Co74271810918,603$3.0M0.32%
78Weyerhaeuser CoWY114,712$2.9M0.32%
79ResMed IncRSMDF11,000$2.8M0.31%
80SPDR Portfolio S&P 500 ETF78464A85437,666$2.7M0.30%
81Energy Select Sector SPDR ETF81369Y50630,799$2.6M0.29%
82Automatic Data Processing IncADP8,305$2.6M0.28%
83Webster Financial Corp94789010946,175$2.5M0.28%
84SPDR S&P MidCap 400 ETFMDY4,321$2.4M0.27%
85Generac Holdings IncGNRC15,018$2.2M0.24%
86Blackstone IncBX12,426$1.9M0.20%
87Southern CoSOMN20,190$1.9M0.20%
88Costco Wholesale Corp22160K1051,832$1.8M0.20%
89Utilities Select Sector SPDR ETF81369Y88621,117$1.7M0.19%
90Johnson & JohnsonJNJ10,893$1.7M0.18%
91Invesco QQQ TrustIVZ2,815$1.6M0.17%
92RTX CorpRTX9,719$1.4M0.16%
93Abbott LaboratoriesABLZF10,299$1.4M0.15%
94Emerson Electric CoEMR10,502$1.4M0.15%
95ConocoPhillipsCOP14,466$1.3M0.14%
96SPDR Portfolio S&P 400 Mid Cap ETF78464A84723,400$1.3M0.14%
97Real Estate Select Sector SPDR ETF81369Y86029,227$1.2M0.13%
98iShares Short Term National Muni Bond ETF46428815811,278$1.2M0.13%
99Alphabet Inc Class AGOOG6,730$1.2M0.13%
100Materials Select Sector SPDR ETF81369Y10012,887$1.1M0.12%
101Caterpillar IncCAT2,634$1.0M0.11%
102AT&T IncT-PC34,419$996,0930.11%
103General Electric Co3696043013,815$981,9430.11%
104Verizon Communications IncVZ22,166$959,1140.10%
105Northrop Grumman CorpNOC1,870$934,9630.10%
106CSW Industrials IncCSW3,212$921,2980.10%
107Merck & Co IncMRK11,195$886,1660.10%
108iShares U.S. Technology ETF4642877214,480$776,2500.08%
109Capital One Financial Corp14040H1053,512$747,2130.08%
110American Tower Corp03027X1003,297$728,7030.08%
111Commercial Metals CoCMC14,610$714,5750.08%
112Pfizer IncPFE29,410$712,9050.08%
113Sysco CorpSYY9,144$692,5740.08%
114Lockheed Martin CorpLMT1,424$659,6910.07%
115Sunoco Lp Com Unit Repstg Ltd Partnership IntSUN12,030$644,6880.07%
116Boeing CoBA-PA3,064$642,0000.07%
117Mastercard IncMA1,084$609,1430.07%
118CVS Health CorpCVS7,714$532,1230.06%
119iShares New York Muni Bond ETF4642883239,700$505,7580.06%
120Corning IncGLW9,615$505,6530.06%
121JP Morgan Ultra-Short Income ETF46641Q8379,864$499,9080.05%
122SPDR Portfolio S&P 500 Growth ETF78464A4095,082$484,4160.05%
123iShares Core S&P 500 ETF464287200775$481,1980.05%
124iShares Core S&P Small-Cap ETF4642878044,261$465,6850.05%
125GE Vernova IncGEV850$449,7780.05%
126Chubb LtdCB1,516$439,1910.05%
127Walt Disney Co2546871063,535$438,3750.05%
128Extra Space Storage IncEXR2,812$414,6010.05%
129Digital Realty Trust Inc2538681032,277$396,9490.04%
130Balchem CorpBCPC2,493$396,8860.04%
131Norfolk Southern Corp6558441081,500$383,9550.04%
132Hubbell IncHUBB900$367,5690.04%
133Nuveen Municipal Value, IncNU41,215$358,1510.04%
134Oshkosh CorpOSK3,131$355,4940.04%
135Amgen IncAMGN1,268$354,0380.04%
136SPDR Portfolio S&P 500 Value ETF78464A5086,668$349,0030.04%
137Illinois Tool Works Inc4523081091,385$342,4410.04%
138Aflac IncAFL3,222$339,7920.04%
1393M CoMMM2,197$334,4710.04%
140iShares S&P 500 Growth ETF4642873092,950$324,7950.04%
141Bank of New York Mellon Corp0640581003,490$317,9740.03%
142Coca-Cola CoKO4,413$312,2200.03%
143Invesco CEF Income Composite ETFIVZ15,704$306,8560.03%
144Honeywell International Inc4385161061,268$295,2920.03%
145PNC Financial Services Group Inc6934751051,575$293,6120.03%
146Bristol-Myers Squibb CompanyCELG-RI5,989$277,2310.03%
147Enbridge IncENNPF6,120$276,9990.03%
148Cigna Corp125523100811$268,1000.03%
149Phillips 66PSX2,225$265,4420.03%
150Nuveen AMT-Free Quality Municipal Income FundNU23,870$260,6600.03%
151QUALCOMM IncQCOM1,600$254,8160.03%
152Cardinal Health IncCAH1,500$252,0000.03%
153Etfis Ser Tr I Virtus Infracap US Pfd Stk ETF26923G82212,000$249,9600.03%
154Tesla IncTSLA786$249,6810.03%
155Consolidated Edison IncED2,451$245,9580.03%
156Alps Barrons 400 ETF00162Q7263,000$231,0280.03%
157Texas Instruments Inc8825081041,100$228,3820.03%
158PPL CorpPPLC6,625$224,5210.02%
159BP PLCBPPFF7,139$213,6700.02%
160Devon Energy Corp25179M1036,600$209,9460.02%
161Rithm Capital CorpRITM-PF17,600$198,7040.02%
162AGNC Investment Corp00123Q10416,000$147,0400.02%
163Mach Natural Resources LPMNR10,000$144,4000.02%
164Brookfield Real Assets Income Fund Inc - Shs Ben IntRA10,000$133,7000.01%
165Nuveen AMT-Free Municipal Credit Income FundNU10,500$125,2650.01%
166Nuveen Municipal Credit Income FundNU10,500$125,1600.01%
167Walgreen Boots Alliance Inc93142710810,450$119,9660.01%
168Nuveen Municipal High Income Opportunity FundNU11,500$119,2550.01%
169Open Lending CorpLPRO58,445$113,3830.01%
170Pangaea Logistics Solution LtdG6891L10523,000$108,1000.01%
171Amcor PlcAMCCF11,000$101,0900.01%
172Eagle Point Credit Co LLCECCW10,500$80,4300.01%
173Ready Capital CorpRC-PE15,700$68,6090.01%
174BrightSpire Capital IncBRSP12,000$60,6000.01%
175Platinum Group Metals LtdPLG13,150$20,1200.00%