Hudson Valley Investment Advisors Inc /Adv Top Holdings and 13F Report (2025) About Hudson Valley Investment Advisors Inc /AdvInvestment ActivityHudson Valley Investment Advisors Inc /Adv has $913.44 million in total holdings as of June 30, 2025.Hudson Valley Investment Advisors Inc /Adv owns shares of 175 different stocks, but just 52 companies or ETFs make up 80% of its holdings.Approximately 4.91% of the portfolio was purchased this quarter.About 4.37% of the portfolio was sold this quarter.This quarter, Hudson Valley Investment Advisors Inc /Adv has purchased 169 new stocks and bought additional shares in 29 stocks.Hudson Valley Investment Advisors Inc /Adv sold shares of 85 stocks and completely divested from 5 stocks this quarter.Largest Holdings NVIDIA $44,298,974Microsoft $42,715,074SPDR Portfolio Intermediate Term Corporate Bond ETF $41,363,139Eli Lilly and Company $37,438,487Intuitive Surgical $36,528,564 Largest New Holdings this Quarter 64110L106 - Netflix $5,959,128 Holding81762P102 - ServiceNow $5,632,850 Holding58733R102 - MercadoLibre $5,088,738 Holding874054109 - Take-Two Interactive Software $4,996,396 Holding773903109 - Rockwell Automation $3,092,171 Holding Largest Purchases this Quarter Netflix 4,450 shares (about $5.96M)ServiceNow 5,479 shares (about $5.63M)MercadoLibre 1,947 shares (about $5.09M)Take-Two Interactive Software 20,574 shares (about $5.00M)Rockwell Automation 9,309 shares (about $3.09M) Largest Sales this Quarter CSX 70,369 shares (about $2.30M)United Rentals 2,620 shares (about $1.97M)KLA 2,125 shares (about $1.90M)JPMorgan Chase & Co. 6,057 shares (about $1.76M)UnitedHealth Group 5,324 shares (about $1.66M) Sector Allocation Over TimeMap of 500 Largest Holdings ofHudson Valley Investment Advisors Inc /Adv Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorNVDANVIDIA$44,298,974$1,372,780 ▼-3.0%280,3904.8%Computer and TechnologyMSFTMicrosoft$42,715,074$1,101,763 ▼-2.5%85,8754.7%Computer and TechnologySPIBSPDR Portfolio Intermediate Term Corporate Bond ETF$41,363,139$752,830 ▼-1.8%1,231,7794.5%ETFLLYEli Lilly and Company$37,438,487$113,032 ▼-0.3%48,0274.1%MedicalISRGIntuitive Surgical$36,528,564$676,545 ▼-1.8%67,2214.0%MedicalSPSBSPDR Portfolio Short Term Corporate Bond ETF$32,756,542$462,692 ▼-1.4%1,085,0133.6%ETFOBTOrange County Bancorp$30,016,183$446,722 ▼-1.5%1,161,6173.3%FinanceAAPLApple$26,456,907$518,055 ▲2.0%128,9512.9%Computer and TechnologyXLKTechnology Select Sector SPDR Fund$23,351,604$258,295 ▼-1.1%92,2152.6%ETFAMZNAmazon.com$21,856,729$453,264 ▼-2.0%99,6242.4%Retail/WholesaleGOOGAlphabet$21,306,668$1,269,038 ▲6.3%120,1132.3%Computer and TechnologyJPMJPMorgan Chase & Co.$18,413,100$1,755,989 ▼-8.7%63,5132.0%FinanceKLACKLA$16,578,356$1,903,448 ▼-10.3%18,5081.8%Computer and TechnologyAVGOBroadcom$16,019,391$347,043 ▼-2.1%58,1151.8%Computer and TechnologyMETAMeta Platforms$15,787,745$583,829 ▲3.8%21,3901.7%Computer and TechnologyAXPAmerican Express$14,561,118$33,812 ▼-0.2%45,6491.6%FinanceVVisa$12,551,728$529,395 ▼-4.0%35,3511.4%Business ServicesSPYSPDR S&P 500 ETF Trust$12,298,304$824,212 ▼-6.3%19,9051.3%FinanceXOMExxon Mobil$10,303,015$973,221 ▼-8.6%95,5751.1%EnergyMMCMarsh & McLennan Companies$10,272,144$302,604 ▼-2.9%46,9811.1%FinanceXLFFinancial Select Sector SPDR Fund$10,222,729$473,949 ▼-4.4%195,2021.1%ETFAZOAutoZone$9,997,035$972,966 ▼-8.9%2,6921.1%Retail/WholesaleIBMInternational Business Machines$9,996,285$914,702 ▲10.1%33,9111.1%Computer and TechnologyCRMSalesforce$9,696,311$1,141,480 ▼-10.5%35,5581.1%Computer and TechnologyABBVAbbVie$9,521,192$501,916 ▲5.6%51,2941.0%MedicalMSMorgan Stanley$9,428,405$214,525 ▼-2.2%66,9361.0%FinanceADBEAdobe$9,415,885$928,163 ▼-9.0%24,3371.0%Computer and TechnologyGTLSChart Industries$9,229,456$356,138 ▼-3.7%56,0551.0%IndustrialsURIUnited Rentals$9,122,167$1,973,908 ▼-17.8%12,1081.0%ConstructionCMGChipotle Mexican Grill$9,016,960$703,391 ▼-7.2%160,5871.0%Retail/WholesaleMDTMedtronic$8,948,349$36,524 ▼-0.4%102,6541.0%MedicalCSCOCisco Systems$8,914,199$648,008 ▲7.8%128,4841.0%Computer and TechnologyTMOThermo Fisher Scientific$8,651,926$428,968 ▲5.2%21,3390.9%MedicalHDHome Depot$8,230,562$280,108 ▼-3.3%22,4490.9%Retail/WholesaleFLRFluor$8,133,422$1,570,041 ▼-16.2%158,6390.9%ConstructionFLOTiShares Floating Rate Bond ETF$7,769,785$58,928 ▲0.8%152,2890.9%ETFDHRDanaher$7,702,875$1,484,118 ▼-16.2%38,9940.8%MedicalXLYConsumer Discretionary Select Sector SPDR Fund$7,604,594$247,322 ▼-3.1%34,9910.8%FinanceXLCCommunication Services Select Sector SPDR Fund$7,328,814$292,488 ▼-3.8%67,5280.8%ETFXLVHealth Care Select Sector SPDR Fund$7,288,230$41,785 ▼-0.6%54,0710.8%ETFCIENCiena$7,203,967$729,115 ▼-9.2%88,5780.8%Computer and TechnologyGWWW.W. Grainger$7,171,415$1,129,701 ▼-13.6%6,8940.8%IndustrialsXLIIndustrial Select Sector SPDR Fund$6,256,323$694,524 ▼-10.0%42,4100.7%ETFSBUXStarbucks$6,231,234$159,345 ▼-2.5%68,0040.7%Retail/WholesaleGSThe Goldman Sachs Group$6,192,105$85,638 ▲1.4%8,7490.7%FinanceSCHWCharles Schwab$6,152,131$487,313 ▲8.6%67,4280.7%FinanceUNHUnitedHealth Group$6,051,723$1,660,964 ▼-21.5%19,3980.7%MedicalSHWSherwin-Williams$6,006,053$45,664 ▼-0.8%17,4930.7%Basic MaterialsNFLXNetflix$5,959,128$5,959,128 ▲New Holding4,4500.7%Consumer DiscretionaryPEPPepsiCo$5,684,960$137,453 ▲2.5%43,0550.6%Consumer StaplesNOWServiceNow$5,632,850$5,632,850 ▲New Holding5,4790.6%Computer and TechnologySPSMSPDR Portfolio S&P 600 Small Cap ETF$5,630,740$567,389 ▲11.2%132,1770.6%ETFAPHAmphenol$5,537,999$377,818 ▼-6.4%56,0810.6%Computer and TechnologyCBRECBRE Group$5,522,269$695,696 ▲14.4%39,4110.6%FinancePWRQuanta Services$5,222,419$1,642,380 ▲45.9%13,8130.6%ConstructionCSXCSX$5,179,565$2,296,130 ▼-30.7%158,7370.6%TransportationMELIMercadoLibre$5,088,738$5,088,738 ▲New Holding1,9470.6%Retail/WholesaleDUKDuke Energy$4,996,471$2,672,934 ▲115.0%42,3430.5%UtilitiesTTWOTake-Two Interactive Software$4,996,396$4,996,396 ▲New Holding20,5740.5%Consumer DiscretionaryMCDMcDonald's$4,987,226$59,601 ▼-1.2%17,0700.5%Retail/WholesaleBKRBaker Hughes$4,671,154$272,403 ▼-5.5%121,8360.5%EnergyOWLBlue Owl Capital$4,517,673$1,112,509 ▲32.7%235,1730.5%FinancePLDPrologis$4,466,601$1,408,486 ▼-24.0%42,4910.5%FinanceLECOLincoln Electric$4,447,429$850,594 ▼-16.1%21,4530.5%IndustrialsMDLZMondelez International$4,031,024$109,118 ▼-2.6%59,7720.4%Consumer StaplesXLPConsumer Staples Select Sector SPDR Fund$3,969,797$29,716 ▲0.8%49,0280.4%ETFNUENucor$3,882,184$124,225 ▼-3.1%29,9700.4%Basic MaterialsBACBank of America$3,868,768$349,456 ▼-8.3%81,7580.4%FinanceWMTWalmart$3,737,791$71,867 ▼-1.9%38,2270.4%Retail/WholesaleNEENextEra Energy$3,734,935$2,837,751 ▲316.3%53,8020.4%UtilitiesTRMBTrimble$3,528,283$327,246 ▲10.2%46,4370.4%IndustrialsORCLOracle$3,389,967$279,199 ▼-7.6%15,5050.4%Computer and TechnologySLBSchlumberger$3,259,976$76,016 ▲2.4%96,4490.4%EnergyAMDAdvanced Micro Devices$3,141,240$1,489,382 ▼-32.2%22,1370.3%Computer and TechnologyCVXChevron$3,092,329$168,391 ▼-5.2%21,5960.3%EnergyROKRockwell Automation$3,092,171$3,092,171 ▲New Holding9,3090.3%Computer and TechnologyPGProcter & Gamble$2,963,895$7,488 ▲0.3%18,6030.3%Consumer StaplesWYWeyerhaeuser$2,946,977$218,598 ▼-6.9%114,7120.3%ConstructionRMDResMed$2,838,0000.0%11,0000.3%MedicalSPLGSPDR Portfolio S&P 500 ETF$2,737,942$2,737,942 ▲New Holding37,6660.3%ETFXLEEnergy Select Sector SPDR Fund$2,612,063$270,714 ▼-9.4%30,7990.3%ETFADPAutomatic Data Processing$2,561,2620.0%8,3050.3%Computer and TechnologyWBSWebster Financial$2,521,155$3,767 ▼-0.1%46,1750.3%FinanceMDYSPDR S&P MidCap 400 ETF Trust$2,447,760$66,845 ▼-2.7%4,3210.3%ETFGNRCGenerac$2,150,728$23,630 ▲1.1%15,0180.2%IndustrialsBXBlackstone$1,858,6810.0%12,4260.2%FinanceSOSouthern$1,854,0480.0%20,1900.2%UtilitiesCOSTCostco Wholesale$1,813,570$79,195 ▼-4.2%1,8320.2%Retail/WholesaleXLUUtilities Select Sector SPDR Fund$1,724,414$64,103 ▼-3.6%21,1170.2%ETFJNJJohnson & Johnson$1,663,906$369,044 ▼-18.2%10,8930.2%MedicalQQQInvesco QQQ$1,552,867$16,549 ▼-1.1%2,8150.2%FinanceRTXRTX$1,419,168$7,301 ▼-0.5%9,7190.2%AerospaceABTAbbott Laboratories$1,400,767$1,360 ▼-0.1%10,2990.2%MedicalEMREmerson Electric$1,400,170$8,133 ▼-0.6%10,5020.2%IndustrialsCOPConocoPhillips$1,298,179$114,060 ▼-8.1%14,4660.1%EnergySPMDSPDR Portfolio S&P 400 Mid Cap ETF$1,272,492$386,261 ▲43.6%23,4000.1%ETFXLREReal Estate Select Sector SPDR Fund$1,210,582$88,763 ▲7.9%29,2270.1%ETFSUBiShares Short-Term National Muni Bond ETF$1,199,3030.0%11,2780.1%ETFGOOGLAlphabet$1,186,028$13,570 ▲1.2%6,7300.1%Computer and TechnologyXLBMaterials Select Sector SPDR Fund$1,131,607$34,158 ▼-2.9%12,8870.1%ETFShowing largest 100 holdings. 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