Institutional Manager · CIK 0000943442
HUDSON VALLEY INVESTMENT ADVISORS INC /ADV
GOSHEN, NY · File #028-15104
Latest AUM
$903.9M
Positions
149
Top-10 Concentration
49.4%
Filings
12
Sector Allocation
Filing History
View all filings →- 13F HOLDINGS REPORTQ/E Dec 2025149 pos · $903.9M
- 13F HOLDINGS REPORTQ/E Sep 2025177 pos · $960.5M
- 13F HOLDINGS REPORTQ/E Jun 2025175 pos · $913.4M
- 13F HOLDINGS REPORTQ/E Mar 2025169 pos · $837.1M
- 13F HOLDINGS REPORTQ/E Dec 2024177 pos · $882.9M
- 13F HOLDINGS REPORTQ/E Sep 2024174 pos · $903.6M
- 13F HOLDINGS REPORTQ/E Jun 2024181 pos · $769.5M
- 13F HOLDINGS REPORTQ/E Mar 2024178 pos · $834.9M
- 13F HOLDINGS REPORTQ/E Dec 2023184 pos · $709.3M
- 13F HOLDINGS REPORTQ/E Sep 2023202 pos · $738.5M
- 13F HOLDINGS REPORTQ/E Jun 2023219 pos · $715.4M
- 13F HOLDINGS REPORTQ/E Mar 2023219 pos · $661.4M
Top 20 Holdings — Dec 2025
| # | Issuer | Ticker | Shares | Value | % of Portfolio |
|---|---|---|---|---|---|
| 1 | ELI LILLY & CO | LLY | 45,494 | $48.9M | 6.65% |
| 2 | NVIDIA CORPORATION | NVDA | 235,361 | $43.9M | 5.97% |
| 3 | SPDR SERIES TRUST | 78464A375 | 1,283,687 | $43.4M | 5.91% |
| 4 | INTUITIVE SURGICAL INC | ISRG | 66,012 | $37.4M | 5.09% |
| 5 | MICROSOFT CORP | MSFT | 73,819 | $35.7M | 4.86% |
| 6 | SPDR SERIES TRUST | 78464A474 | 1,135,263 | $34.3M | 4.67% |
| 7 | ORANGE CNTY BANCORP INC | ORANY | 1,101,617 | $31.5M | 4.28% |
| 8 | APPLE INC | AAPL | 111,176 | $30.2M | 4.11% |
| 9 | ALPHABET INC | GOOG | 94,373 | $29.6M | 4.03% |
| 10 | SELECT SECTOR SPDR TR | 81369Y803 | 195,352 | $28.1M | 3.83% |
| 11 | AMAZON COM INC | AMZN | 91,957 | $21.2M | 2.89% |
| 12 | BROADCOM INC | AVGO | 52,923 | $18.3M | 2.49% |
| 13 | JPMORGAN CHASE & CO. | VYLD | 53,160 | $17.1M | 2.33% |
| 14 | KLA CORP | KLAC | 13,861 | $16.8M | 2.29% |
| 15 | AMERICAN EXPRESS CO | AXP | 36,448 | $13.5M | 1.83% |
| 16 | SPDR S&P 500 ETF TR | SPY | 18,839 | $12.8M | 1.75% |
| 17 | META PLATFORMS INC | META | 19,344 | $12.8M | 1.74% |
| 18 | CIENA CORP | CIEN | 49,868 | $11.7M | 1.59% |
| 19 | VISA INC | V | 32,735 | $11.5M | 1.56% |
| 20 | ABBVIE INC | ABBV | 48,746 | $11.1M | 1.52% |