HUDSON VALLEY INVESTMENT ADVISORS INC /ADV
13F Reported Value
ⓘ$771.4M
Holdings
145
Latest Filing
2026-03-31
Filing Quarter
Q1 2026
Portfolio Overview
HUDSON VALLEY INVESTMENT ADVISORS INC /ADV disclosed 145 positions worth $771.4M in its Form 13F-HR for Q1 2026, followed by $LLY. During the quarter the fund opened 3 new positions and exited 7 — including a new stake in $CTRA and a full exit from $OBDC. The portfolio is most concentrated in Technology (27.8% of disclosed assets). All figures are sourced directly from HUDSON VALLEY INVESTMENT ADVISORS INC /ADV’s Form 13F-HR filing with the SEC under CIK 943442.
AI Fund Analysis
Stable
$LLY
$OBT
$NVDA
$STT
$NOWSector Allocation
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q1 2026
Click any card to unlockTop Holdings
SPDR SERIES TRUST
—Quality
$44.0M1,311,594 sh- 89.3#2
Quality
$39.4M42,838 sh SPDR SERIES TRUST
—Quality
$35.0M1,163,729 sh- —
Quality
$33.9M1,061,490 sh - 90.2
Quality
$32.4M185,997 sh - 81.4
Quality
$30.3M65,812 sh - 83.7
Quality
$25.1M67,754 sh SELECT SECTOR SPDR TR
—Quality
$25.1M188,708 sh- 76.1
Quality
$24.6M96,843 sh - 80.2
Quality
$22.1M77,039 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
| SPDR SERIES TRUST | — | $44.0M | 1,311,594 |
| ELI LILLY & Co$LLY | 89.3#2 | $39.4M | 42,838 |
| SPDR SERIES TRUST | — | $35.0M | 1,163,729 |
| Orange County Bancorp, Inc. /DE/$OBT | — | $33.9M | 1,061,490 |
| NVIDIA CORP$NVDA | 90.2 | $32.4M | 185,997 |
 INTUITIVE SURGICAL INC$ISRG | 81.4 | $30.3M | 65,812 |
 MICROSOFT CORP$MSFT | 83.7 | $25.1M | 67,754 |
| SELECT SECTOR SPDR TR | — | $25.1M | 188,708 |
 Apple Inc.$AAPL | 76.1 | $24.6M | 96,843 |
 Alphabet Inc.$GOOGL | 80.2 | $22.1M | 77,039 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of HUDSON VALLEY INVESTMENT ADVISORS INC /ADV's 145 positions.
Showing top 10 of 145 holdings.
Sector Allocation
Technology
$214.2M
Other
$199.9M
Financials
$97.8M
Healthcare
$96.9M
Consumer Discretionary
$61.8M
Industrials
$34.3M
Energy
$25.0M
Real Estate
$11.0M
Full Holdings — HUDSON VALLEY INVESTMENT ADVISORS INC /ADV (Q1 2026)
All 145 disclosed positions from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.
| # | Ticker | Company | Value | Weight | QoQ | Quality |
|---|---|---|---|---|---|---|
| 1 | — | SPDR SERIES TRUST | $44.0M | 5.7% | +2% | — |
| 2 | $LLY | ELI LILLY & Co | $39.4M | 5.1% | -6% | 89.3 |
| 3 | — | SPDR SERIES TRUST | $35.0M | 4.5% | +3% | — |
| 4 | $OBT | Orange County Bancorp, Inc. /DE/ | $33.9M | 4.4% | -4% | — |
| 5 | $NVDA | NVIDIA CORP | $32.4M | 4.2% | -21% | 90.2 |
| 6 | $ISRG | INTUITIVE SURGICAL INC | $30.3M | 3.9% | -0% | 81.4 |
| 7 | $MSFT | MICROSOFT CORP | $25.1M | 3.3% | -8% | 83.7 |
| 8 | — | SELECT SECTOR SPDR TR | $25.1M | 3.3% | -3% | — |
| 9 | $AAPL | Apple Inc. | $24.6M | 3.2% | -13% | 76.1 |
| 10 | $GOOGL | Alphabet Inc. | $22.1M | 2.9% | -18% | 80.2 |
| 11 |  $AMZN | AMAZON COM INC | $16.6M | 2.2% | -13% | 74.6 |
| 12 |  $KLAC | KLA CORP | $16.1M | 2.1% | -21% | 84.4 |
| 13 |  $CIEN | CIENA CORP | $14.7M | 1.9% | -24% | 70.7 |
| 14 |  $JPM | JPMORGAN CHASE & CO | $13.3M | 1.7% | -15% | 35.6 |
| 15 |  $SPY | SPDR S&P 500 ETF TRUST | $11.7M | 1.5% | -4% | — |
| 16 |  $AVGO | Broadcom Inc. | $11.3M | 1.5% | -31% | 86.4 |
| 17 |  $XOM | EXXON MOBIL CORP | $10.6M | 1.4% | -24% | 61.8 |
| 18 |  $AXP | AMERICAN EXPRESS CO | $10.6M | 1.4% | -4% | 73.2 |
| 19 |  $ABBV | AbbVie Inc. | $9.9M | 1.3% | -6% | 59.3 |
| 20 | — | SELECT SECTOR SPDR TR | $9.7M | 1.3% | -2% | — |
| 21 |  $V | VISA INC. | $9.0M | 1.2% | -9% | 83.5 |
| 22 |  $META | Meta Platforms, Inc. | $8.9M | 1.1% | -20% | 80.9 |
| 23 | — | ISHARES TR | $8.8M | 1.1% | +6% | — |
| 24 |  $MDT | Medtronic plc | $8.8M | 1.1% | -1% | — |
| 25 | — | SELECT SECTOR SPDR TR | $7.6M | 1.0% | -4% | — |
| 26 |  $TMO | THERMO FISHER SCIENTIFIC INC. | $7.6M | 1.0% | -13% | 63.7 |
| 27 | — | SELECT SECTOR SPDR TR | $7.5M | 1.0% | -2% | — |
| 28 | — | SPDR SERIES TRUST | $7.4M | 1.0% | +2% | — |
| 29 | — | SELECT SECTOR SPDR TR | $7.4M | 1.0% | -6% | — |
| 30 |  $AZO | AUTOZONE INC | $7.2M | 0.9% | -11% | 66.5 |
| 31 |  $MS | MORGAN STANLEY | $7.2M | 0.9% | -16% | — |
| 32 | — | SPDR SERIES TRUST | $7.2M | 0.9% | +50% | — |
| 33 |  $IBM | INTERNATIONAL BUSINESS MACHINES CORP | $7.1M | 0.9% | -6% | 66.7 |
| 34 |  $CSCO | CISCO SYSTEMS, INC. | $6.8M | 0.9% | -11% | 72.3 |
| 35 | — | SELECT SECTOR SPDR TR | $6.3M | 0.8% | -7% | — |
| 36 |  $DHR | DANAHER CORP /DE/ | $6.2M | 0.8% | -5% | 63.9 |
| 37 |  $CRM | Salesforce, Inc. | $5.6M | 0.7% | -5% | 75.2 |
| 38 |  $GWW | W.W. GRAINGER, INC. | $5.6M | 0.7% | -15% | 69.5 |
| 39 |  $FLR | FLUOR CORP | $5.3M | 0.7% | -16% | 66.2 |
| 40 |  $MCD | MCDONALDS CORP | $5.2M | 0.7% | -2% | 73.9 |
| 41 |  $URI | UNITED RENTALS, INC. | $5.0M | 0.7% | -16% | 70.7 |
| 42 |  $PEP | PEPSICO INC | $4.9M | 0.6% | -14% | 62.7 |
| 43 |  $PWR | QUANTA SERVICES, INC. | $4.9M | 0.6% | -22% | 62.6 |
| 44 |  $BKR | Baker Hughes Co | $4.9M | 0.6% | -22% | 63.4 |
| 45 |  $SCHW | SCHWAB CHARLES CORP | $4.8M | 0.6% | -17% | 77.2 |
| 46 |  $HD | HOME DEPOT, INC. | $4.7M | 0.6% | -17% | 69.2 |
| 47 |  $MRSH | MARSH & MCLENNAN COMPANIES, INC. | $4.7M | 0.6% | -17% | 71.5 |
| 48 |  $DUK | Duke Energy CORP | $4.7M | 0.6% | -13% | 64 |
| 49 |  $SBUX | STARBUCKS CORP | $4.5M | 0.6% | -18% | 54.6 |
| 50 |  $CMG | CHIPOTLE MEXICAN GRILL INC | $4.5M | 0.6% | -21% | 72.9 |
| 51 |  $APH | AMPHENOL CORP /DE/ | $4.5M | 0.6% | -16% | 80.5 |
| 52 |  $SHW | SHERWIN WILLIAMS CO | $4.4M | 0.6% | -14% | 65.3 |
| 53 |  $GS | GOLDMAN SACHS GROUP INC | $4.3M | 0.6% | -20% | — |
| 54 | — | SELECT SECTOR SPDR TR | $4.2M | 0.5% | -2% | — |
| 55 |  $NFLX | NETFLIX INC | $4.1M | 0.5% | -7% | 86.7 |
| 56 |  $CBRE | CBRE GROUP, INC. | $4.1M | 0.5% | -9% | 62.9 |
| 57 |  $WMT | Walmart Inc. | $3.8M | 0.5% | -3% | 63.2 |
| 58 |  $NEE | NEXTERA ENERGY INC | $3.8M | 0.5% | -18% | 71.7 |
| 59 | $NOW | ServiceNow, Inc. | $3.8M | 0.5% | +13% | 76 |
| 60 |  $MELI | MERCADOLIBRE INC | $3.7M | 0.5% | -3% | 77.5 |
| 61 |  $TTWO | TAKE TWO INTERACTIVE SOFTWARE INC | $3.7M | 0.5% | -12% | 47.2 |
| 62 |  $CSX | CSX CORP | $3.7M | 0.5% | -23% | 66.4 |
| 63 |  $CVX | CHEVRON CORP | $3.7M | 0.5% | -4% | 54.7 |
| 64 |  $PLD | Prologis, Inc. | $3.6M | 0.5% | -17% | 67.5 |
| 65 |  $LECO | LINCOLN ELECTRIC HOLDINGS INC | $3.5M | 0.5% | -20% | 67.5 |
| 66 |  $SLB | SLB LIMITED/NV | $3.4M | 0.4% | -25% | 63.2 |
| 67 |  $AMD | ADVANCED MICRO DEVICES INC | $3.4M | 0.4% | -8% | 78.8 |
| 68 |  $ADBE | ADOBE INC. | $3.3M | 0.4% | -54% | 80.4 |
| 69 | — | SELECT SECTOR SPDR TR | $3.2M | 0.4% | -8% | — |
| 70 |  $NUE | NUCOR CORP | $3.0M | 0.4% | -20% | 58.9 |
| 71 |  $MDLZ | Mondelez International, Inc. | $2.9M | 0.4% | -12% | 53.9 |
| 72 |  $MDY | SPDR S&P MIDCAP 400 ETF TRUST | $2.8M | 0.4% | +4% | — |
| 73 |  $WBS | WEBSTER FINANCIAL CORP | $2.5M | 0.3% | -5% | 60.2 |
| 74 |  $RMD | RESMED INC | $2.5M | 0.3% | +0% | 79.8 |
| 75 |  $BAC | BANK OF AMERICA CORP /DE/ | $2.5M | 0.3% | -18% | 68.4 |
| 76 |  $ROK | ROCKWELL AUTOMATION, INC | $2.4M | 0.3% | -15% | 68.2 |
| 77 |  $PG | PROCTER & GAMBLE Co | $2.4M | 0.3% | -5% | 72.9 |
| 78 |  $WY | WEYERHAEUSER CO | $2.2M | 0.3% | -10% | 52.9 |
| 79 |  $TRMB | TRIMBLE INC. | $2.1M | 0.3% | -16% | 52.1 |
| 80 | — | SPDR SERIES TRUST | $2.0M | 0.3% | +6% | — |
| 81 |  $JNJ | JOHNSON & JOHNSON | $2.0M | 0.3% | -11% | 72.8 |
| 82 |  $GNRC | GENERAC HOLDINGS INC. | $1.9M | 0.3% | -21% | 58.2 |
| 83 |  $SO | SOUTHERN CO | $1.8M | 0.2% | -3% | 65.1 |
| 84 | — | SELECT SECTOR SPDR TR | $1.8M | 0.2% | -8% | — |
| 85 |  $QQQ | INVESCO QQQ TRUST, SERIES 1 | $1.6M | 0.2% | -5% | — |
| 86 |  $ADP | AUTOMATIC DATA PROCESSING INC | $1.6M | 0.2% | -3% | 77.9 |
| 87 |  $RTX | RTX Corp | $1.5M | 0.2% | -17% | 70 |
| 88 | $STT | STATE STREET CORP | $1.5M | 0.2% | +4% | 61.5 |
| 89 |  $GOOG | Alphabet Inc. | $1.4M | 0.2% | -5% | 80.2 |
| 90 | — | SELECT SECTOR SPDR TR | $1.4M | 0.2% | +0% | — |
| 91 | — | ISHARES TR | $1.4M | 0.2% | +0% | — |
| 92 |  $ORCL | ORACLE CORP | $1.3M | 0.2% | -26% | 67.2 |
| 93 |  $BX | Blackstone Inc. | $1.3M | 0.2% | +0% | 68 |
| 94 |  $COP | CONOCOPHILLIPS | $1.2M | 0.2% | -19% | 74.8 |
| 95 |  $ABT | ABBOTT LABORATORIES | $1.1M | 0.1% | -1% | 67 |
| 96 |  $GE | GENERAL ELECTRIC CO | $1.0M | 0.1% | +0% | 74.8 |
| 97 |  $COST | COSTCO WHOLESALE CORP /NEW | $1.0M | 0.1% | -31% | 67 |
| 98 |  $MRK | Merck & Co., Inc. | $977,303 | 0.1% | -2% | 70.9 |
| 99 |  $UNH | UNITEDHEALTH GROUP INC | $917,177 | 0.1% | -81% | 66.8 |
| 100 |  $CAT | CATERPILLAR INC | $888,409 | 0.1% | -12% | 67.8 |
| 101 |  $EMR | EMERSON ELECTRIC CO | $807,285 | 0.1% | -11% | 65.9 |
| 102 | — | ISHARES TR | $771,035 | 0.1% | -3% | — |
| 103 |  $GEV | GE Vernova Inc. | $706,176 | 0.1% | +0% | 70.1 |
| 104 |  $LMT | LOCKHEED MARTIN CORP | $657,132 | 0.1% | -22% | 65 |
| 105 |  $COF | CAPITAL ONE FINANCIAL CORP | $653,829 | 0.1% | +0% | 71 |
| 106 |  $VZ | VERIZON COMMUNICATIONS INC | $596,807 | 0.1% | -14% | 71.6 |
| 107 |  $GLW | CORNING INC /NY | $583,991 | 0.1% | -6% | 72.7 |
| 108 | — | ISHARES TR | $575,058 | 0.1% | -0% | — |
| 109 |  $MA | Mastercard Inc | $573,110 | 0.1% | +0% | 81.7 |
| 110 | — | ISHARES TR | $571,559 | 0.1% | +0% | — |
| 111 | — | ISHARES TR | $541,983 | 0.1% | +0% | — |
| 112 |  $NOC | NORTHROP GRUMMAN CORP /DE/ | $521,913 | 0.1% | -41% | 60.5 |
| 113 |  $T | AT&T INC. | $485,966 | 0.1% | -27% | 71.9 |
| 114 |  $AMT | AMERICAN TOWER CORP /MA/ | $455,609 | 0.1% | -10% | 69.8 |
| 115 |  $HUBB | HUBBELL INC | $441,666 | 0.1% | +0% | 68.7 |
| 116 | — | SPDR SERIES TRUST | $398,200 | 0.1% | -9% | — |
| 117 |  $ITW | ILLINOIS TOOL WORKS INC | $375,597 | 0.1% | -2% | 71.2 |
| 118 |  $AFL | AFLAC INC | $372,905 | 0.1% | +0% | 60.3 |
| 119 |  $EXR | Extra Space Storage Inc. | $369,394 | 0.1% | +0% | 66.7 |
| 120 |  $OSK | OSHKOSH CORP | $361,547 | 0.1% | -22% | 53 |
| 121 |  $CB | Chubb Ltd | $354,912 | 0.1% | +0% | — |
| 122 |  $VLO | VALERO ENERGY CORP/TX | $352,089 | 0.1% | +0% | 51.4 |
| 123 |  $MPC | Marathon Petroleum Corp | $343,562 | 0.0% | +0% | 50.7 |
| 124 |  $KO | COCA COLA CO | $339,944 | 0.0% | -3% | 74 |
| 125 |  $BA | BOEING CO | $336,759 | 0.0% | -13% | 51.8 |
| 126 |  $PFE | PFIZER INC | $334,412 | 0.0% | -28% | 69 |
| 127 |  $NUV | NUVEEN MUNICIPAL VALUE FUND INC | $330,060 | 0.0% | +0% | — |
| 128 |  $DIS | Walt Disney Co | $322,390 | 0.0% | -1% | 68.9 |
| 129 |  $SYY | SYSCO CORP | $312,002 | 0.0% | -15% | 58.4 |
| 130 | — | SPDR SERIES TRUST | $309,153 | 0.0% | -5% | — |
| 131 |  $GTLS | CHART INDUSTRIES INC | $292,965 | 0.0% | -9% | 60.6 |
| 132 |  $DLR | DIGITAL REALTY TRUST, INC. | $278,424 | 0.0% | -15% | 70.2 |
| 133 |  $PNC | PNC FINANCIAL SERVICES GROUP, INC. | $265,315 | 0.0% | +0% | 70.9 |
| 134 |  $CTRA | Coterra Energy Inc. | $262,707 | 0.0% | NEW | 80.6 |
| 135 | — | ALPS ETF TR | $249,015 | 0.0% | +0% | — |
| 136 |  $CVS | CVS HEALTH Corp | $247,504 | 0.0% | -16% | 51.3 |
| 137 |  $AMGN | AMGEN INC | $246,295 | 0.0% | -0% | 79.5 |
| 138 |  $HSY | HERSHEY CO | $243,647 | 0.0% | -1% | 59.4 |
| 139 |  $BMY | BRISTOL MYERS SQUIBB CO | $235,866 | 0.0% | -5% | 70.1 |
| 140 | — | ISHARES TR | $234,703 | 0.0% | +0% | — |
| 141 |  $ED | CONSOLIDATED EDISON INC | $232,812 | 0.0% | -33% | 71.6 |
| 142 |  $NSC | NORFOLK SOUTHERN CORP | $230,748 | 0.0% | +0% | 70.8 |
| 143 |  $PSX | Phillips 66 | $210,964 | 0.0% | NEW | 47.6 |
| 144 |  $BALL | BALL Corp | $206,885 | 0.0% | NEW | 54.2 |
| 145 |  $PLG | PLATINUM GROUP METALS LTD | $23,276 | 0.0% | +0% | — |
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