13F HOLDINGS REPORT
HUDSON VALLEY INVESTMENT ADVISORS INC /ADV
Quarter ended Q4 2025 · Filed February 6, 2026 · Accession 0002085853-26-000219
Total Value
$903.9M
Positions
149
Other Managers
0
Confidential Omitted
No
Holdings (149)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | ELI LILLY & CO | LLY | 45,494 | $48.9M | 5.41% |
| 2 | NVIDIA CORPORATION | NVDA | 235,361 | $43.9M | 4.86% |
| 3 | SPDR SERIES TRUST | 78464A375 | 1,283,687 | $43.4M | 4.80% |
| 4 | INTUITIVE SURGICAL INC | ISRG | 66,012 | $37.4M | 4.14% |
| 5 | MICROSOFT CORP | MSFT | 73,819 | $35.7M | 3.95% |
| 6 | SPDR SERIES TRUST | 78464A474 | 1,135,263 | $34.3M | 3.79% |
| 7 | ORANGE CNTY BANCORP INC | ORANY | 1,101,617 | $31.5M | 3.48% |
| 8 | APPLE INC | AAPL | 111,176 | $30.2M | 3.34% |
| 9 | ALPHABET INC | GOOG | 94,373 | $29.6M | 3.28% |
| 10 | SELECT SECTOR SPDR TR | 81369Y803 | 195,352 | $28.1M | 3.11% |
| 11 | AMAZON COM INC | AMZN | 91,957 | $21.2M | 2.35% |
| 12 | BROADCOM INC | AVGO | 52,923 | $18.3M | 2.03% |
| 13 | JPMORGAN CHASE & CO. | VYLD | 53,160 | $17.1M | 1.89% |
| 14 | KLA CORP | KLAC | 13,861 | $16.8M | 1.86% |
| 15 | AMERICAN EXPRESS CO | AXP | 36,448 | $13.5M | 1.49% |
| 16 | SPDR S&P 500 ETF TR | SPY | 18,839 | $12.8M | 1.42% |
| 17 | META PLATFORMS INC | META | 19,344 | $12.8M | 1.41% |
| 18 | CIENA CORP | CIEN | 49,868 | $11.7M | 1.29% |
| 19 | VISA INC | V | 32,735 | $11.5M | 1.27% |
| 20 | ABBVIE INC | ABBV | 48,746 | $11.1M | 1.23% |
| 21 | SELECT SECTOR SPDR TR | 81369Y605 | 201,030 | $11.0M | 1.22% |
| 22 | ADOBE INC | ADBE | 29,541 | $10.3M | 1.14% |
| 23 | THERMO FISHER SCIENTIFIC INC | TMO | 17,633 | $10.2M | 1.13% |
| 24 | EXXON MOBIL CORP | XOM | 82,278 | $9.9M | 1.10% |
| 25 | MEDTRONIC PLC | MDT | 102,409 | $9.8M | 1.09% |
| 26 | MORGAN STANLEY | MS-PQ | 52,388 | $9.3M | 1.03% |
| 27 | INTERNATIONAL BUSINESS MACHS | INTR | 30,958 | $9.2M | 1.01% |
| 28 | SELECT SECTOR SPDR TR | 81369Y407 | 72,594 | $8.7M | 0.96% |
| 29 | SALESFORCE INC | CRM | 31,509 | $8.3M | 0.92% |
| 30 | ISHARES TR | 46429B655 | 163,882 | $8.3M | 0.92% |
| 31 | SELECT SECTOR SPDR TR | 81369Y209 | 53,697 | $8.3M | 0.92% |
| 32 | AUTOZONE INC | AZO | 2,411 | $8.2M | 0.90% |
| 33 | SELECT SECTOR SPDR TR | 81369Y852 | 69,308 | $8.2M | 0.90% |
| 34 | DANAHER CORPORATION | 235851102 | 34,727 | $7.9M | 0.88% |
| 35 | CISCO SYS INC | CSCO | 98,454 | $7.6M | 0.84% |
| 36 | SPDR SERIES TRUST | 78468R853 | 150,565 | $7.1M | 0.78% |
| 37 | CHIPOTLE MEXICAN GRILL INC | CMG | 179,471 | $6.6M | 0.73% |
| 38 | UNITED RENTALS INC | URI | 8,187 | $6.6M | 0.73% |
| 39 | SELECT SECTOR SPDR TR | 81369Y704 | 41,595 | $6.5M | 0.71% |
| 40 | SCHWAB CHARLES CORP | SCHW-PJ | 60,798 | $6.1M | 0.67% |
| 41 | WW GRAINGER INC | 384802104 | 6,018 | $6.1M | 0.67% |
| 42 | MARSH & MCLENNAN COS INC | 571748102 | 32,697 | $6.1M | 0.67% |
| 43 | UNITEDHEALTH GROUP INC | UNH | 18,182 | $6.0M | 0.66% |
| 44 | HOME DEPOT INC | HD | 17,355 | $6.0M | 0.66% |
| 45 | AMPHENOL CORP NEW | 032095101 | 42,105 | $5.7M | 0.63% |
| 46 | GOLDMAN SACHS GROUP INC | GSCE | 6,301 | $5.5M | 0.61% |
| 47 | TAKE-TWO INTERACTIVE SOFTWAR | TTWO | 21,482 | $5.5M | 0.61% |
| 48 | FLUOR CORP NEW | FLR | 135,654 | $5.4M | 0.59% |
| 49 | CBRE GROUP INC | CBRE | 33,136 | $5.3M | 0.59% |
| 50 | PEPSICO INC | PEP | 36,996 | $5.3M | 0.59% |
| 51 | MCDONALDS CORP | MCD | 17,157 | $5.2M | 0.58% |
| 52 | STARBUCKS CORP | SBUX | 61,674 | $5.2M | 0.57% |
| 53 | SHERWIN WILLIAMS CO | SHW | 15,877 | $5.1M | 0.57% |
| 54 | SPDR SERIES TRUST | 78464A854 | 62,193 | $5.0M | 0.55% |
| 55 | SERVICENOW INC | NOW | 31,694 | $4.9M | 0.54% |
| 56 | QUANTA SVCS INC | 74762E102 | 11,426 | $4.8M | 0.53% |
| 57 | DUKE ENERGY CORP NEW | DUKB | 41,102 | $4.8M | 0.53% |
| 58 | BAKER HUGHES COMPANY | BKR | 102,553 | $4.7M | 0.52% |
| 59 | MERCADOLIBRE INC | MELI | 2,216 | $4.5M | 0.49% |
| 60 | NETFLIX INC | NFLX | 45,846 | $4.3M | 0.48% |
| 61 | PROLOGIS INC. | PLDGP | 33,112 | $4.2M | 0.47% |
| 62 | CSX CORP | CSX | 116,591 | $4.2M | 0.47% |
| 63 | LINCOLN ELEC HLDGS INC | 533900106 | 17,386 | $4.2M | 0.46% |
| 64 | SELECT SECTOR SPDR TR | 81369Y308 | 51,862 | $4.0M | 0.45% |
| 65 | NEXTERA ENERGY INC | NEE-PW | 50,140 | $4.0M | 0.45% |
| 66 | ADVANCED MICRO DEVICES INC | AMD | 17,969 | $3.8M | 0.43% |
| 67 | NUCOR CORP | NUE | 22,391 | $3.7M | 0.40% |
| 68 | BLUE OWL CAPITAL INC | OWL | 243,004 | $3.6M | 0.40% |
| 69 | WALMART INC | WMT | 31,944 | $3.6M | 0.39% |
| 70 | BANK AMERICA CORP | 060505104 | 61,614 | $3.4M | 0.37% |
| 71 | SLB LIMITED | SLB | 87,993 | $3.4M | 0.37% |
| 72 | MONDELEZ INTL INC | 609207105 | 57,985 | $3.1M | 0.35% |
| 73 | ROCKWELL AUTOMATION INC | ROK | 7,978 | $3.1M | 0.34% |
| 74 | TRIMBLE INC | TRMB | 39,060 | $3.1M | 0.34% |
| 75 | CHEVRON CORP NEW | CVX | 18,541 | $2.8M | 0.31% |
| 76 | RESMED INC | RSMDF | 11,000 | $2.6M | 0.29% |
| 77 | SPDR S&P MIDCAP 400 ETF TR | MDY | 4,338 | $2.6M | 0.29% |
| 78 | SELECT SECTOR SPDR TR | 81369Y506 | 57,881 | $2.6M | 0.29% |
| 79 | PROCTER AND GAMBLE CO | 742718109 | 17,323 | $2.5M | 0.27% |
| 80 | WEBSTER FINL CORP | 947890109 | 37,958 | $2.4M | 0.26% |
| 81 | WEYERHAEUSER CO MTN BE | WY | 100,617 | $2.4M | 0.26% |
| 82 | ORACLE CORP | ORCL-PD | 11,725 | $2.3M | 0.25% |
| 83 | AUTOMATIC DATA PROCESSING IN | ADP | 7,883 | $2.0M | 0.22% |
| 84 | JOHNSON & JOHNSON | JNJ | 9,107 | $1.9M | 0.21% |
| 85 | SPDR SERIES TRUST | 78464A847 | 31,765 | $1.8M | 0.20% |
| 86 | SELECT SECTOR SPDR TR | 81369Y886 | 41,787 | $1.8M | 0.20% |
| 87 | RTX CORPORATION | RTX | 9,642 | $1.8M | 0.20% |
| 88 | INVESCO QQQ TR | IVZ | 2,867 | $1.8M | 0.19% |
| 89 | BLACKSTONE INC | BX | 11,087 | $1.7M | 0.19% |
| 90 | GENERAC HLDGS INC | GNRC | 12,405 | $1.7M | 0.19% |
| 91 | SOUTHERN CO | SOMN | 19,000 | $1.7M | 0.18% |
| 92 | ALPHABET INC | GOOG | 5,113 | $1.6M | 0.18% |
| 93 | SELECT SECTOR SPDR TR | 81369Y860 | 34,468 | $1.4M | 0.15% |
| 94 | ISHARES TR | 464288158 | 12,753 | $1.4M | 0.15% |
| 95 | ABBOTT LABS | ABLZF | 10,411 | $1.3M | 0.14% |
| 96 | COSTCO WHSL CORP NEW | 22160K105 | 1,482 | $1.3M | 0.14% |
| 97 | SELECT SECTOR SPDR TR | 81369Y100 | 27,937 | $1.3M | 0.14% |
| 98 | GE AEROSPACE | 369604301 | 3,649 | $1.1M | 0.12% |
| 99 | CONOCOPHILLIPS | COP | 11,614 | $1.1M | 0.12% |
| 100 | COMMERCIAL METALS CO | CMC | 14,610 | $1.0M | 0.11% |
| 101 | CSW INDUSTRIALS INC | CSW | 3,212 | $942,819 | 0.10% |
| 102 | EMERSON ELEC CO | EMR | 6,962 | $923,935 | 0.10% |
| 103 | ISHARES TR | 464287721 | 4,370 | $872,601 | 0.10% |
| 104 | MERCK & CO INC | MRK | 8,275 | $870,989 | 0.10% |
| 105 | CAPITAL ONE FINL CORP | 14040H105 | 3,584 | $868,618 | 0.10% |
| 106 | CATERPILLAR INC | CAT | 1,429 | $818,631 | 0.09% |
| 107 | NORTHROP GRUMMAN CORP | NOC | 1,290 | $735,568 | 0.08% |
| 108 | LOCKHEED MARTIN CORP | LMT | 1,396 | $675,441 | 0.07% |
| 109 | MASTERCARD INCORPORATED | MA | 1,147 | $654,799 | 0.07% |
| 110 | ISHARES TR | 464287200 | 875 | $599,322 | 0.07% |
| 111 | AT&T INC | T-PC | 23,101 | $573,834 | 0.06% |
| 112 | VERIZON COMMUNICATIONS INC | VZ | 13,833 | $563,411 | 0.06% |
| 113 | ISHARES TR | 464287804 | 4,636 | $557,155 | 0.06% |
| 114 | ISHARES TR | 464288323 | 10,203 | $545,961 | 0.06% |
| 115 | GE VERNOVA INC | GEV | 809 | $528,738 | 0.06% |
| 116 | AMERICAN TOWER CORP NEW | 03027X100 | 2,925 | $513,537 | 0.06% |
| 117 | SPDR SERIES TRUST | 78464A409 | 4,490 | $479,085 | 0.05% |
| 118 | BOEING CO | BA-PA | 1,942 | $421,648 | 0.05% |
| 119 | PFIZER INC | PFE | 16,444 | $409,464 | 0.05% |
| 120 | HUBBELL INC | HUBB | 900 | $399,700 | 0.04% |
| 121 | CORNING INC | GLW | 4,545 | $397,960 | 0.04% |
| 122 | OSHKOSH CORP | OSK | 3,131 | $393,349 | 0.04% |
| 123 | DISNEY WALT CO | 254687106 | 3,395 | $386,249 | 0.04% |
| 124 | SYSCO CORP | SYY | 5,174 | $381,277 | 0.04% |
| 125 | AFLAC INC | AFL | 3,399 | $374,808 | 0.04% |
| 126 | EXTRA SPACE STORAGE INC | EXR | 2,817 | $366,830 | 0.04% |
| 127 | ILLINOIS TOOL WKS INC | 452308109 | 1,468 | $361,569 | 0.04% |
| 128 | CHUBB LIMITED | CB | 1,089 | $339,874 | 0.04% |
| 129 | NUVEEN MUN VALUE FD INC | NU | 36,715 | $332,631 | 0.04% |
| 130 | SPDR SERIES TRUST | 78464A508 | 5,771 | $327,850 | 0.04% |
| 131 | CVS HEALTH CORP | CVS | 4,121 | $327,055 | 0.04% |
| 132 | COCA COLA CO | KO | 4,610 | $322,285 | 0.04% |
| 133 | CHART INDS INC | 16115Q308 | 1,555 | $320,688 | 0.04% |
| 134 | ALBEMARLE CORP | ALB-PA | 2,175 | $307,632 | 0.03% |
| 135 | CONSOLIDATED EDISON INC | ED | 3,083 | $306,203 | 0.03% |
| 136 | DIGITAL RLTY TR INC | 253868103 | 1,815 | $280,799 | 0.03% |
| 137 | PNC FINL SVCS GROUP INC | 693475105 | 1,275 | $266,131 | 0.03% |
| 138 | ISHARES TR | 464287309 | 2,075 | $255,764 | 0.03% |
| 139 | HONEYWELL INTL INC | 438516106 | 1,306 | $254,787 | 0.03% |
| 140 | ALPS ETF TR | 00162Q726 | 3,000 | $247,050 | 0.03% |
| 141 | TESLA INC | TSLA | 525 | $236,103 | 0.03% |
| 142 | NORFOLK SOUTHN CORP | 655844108 | 804 | $232,131 | 0.03% |
| 143 | VALERO ENERGY CORP | VLO | 1,425 | $231,976 | 0.03% |
| 144 | AMGEN INC | AMGN | 702 | $229,772 | 0.03% |
| 145 | BALCHEM CORP | BCPC | 1,493 | $228,966 | 0.03% |
| 146 | MARATHON PETE CORP | MARA | 1,407 | $228,821 | 0.03% |
| 147 | BRISTOL-MYERS SQUIBB CO | CELG-RI | 4,089 | $220,559 | 0.02% |
| 148 | HERSHEY CO | HSY | 1,181 | $214,919 | 0.02% |
| 149 | PLATINUM GROUP METALS LTD | PLG | 13,150 | $31,034 | 0.00% |