HUDSON VALLEY INVESTMENT ADVISORS INC /ADV
data from 30/09/2025
Capitalization
$ 960.506 M
5.15 %
Performance
$ 668.053 M
142.97 %
| Date | Ticket | Name | Weight | Capitalization | Share number | First added | Performance ($) | Performance (%) |
|---|---|---|---|---|---|---|---|---|
| 2025/09/30 | NVDA | NVIDIA Corp | 5.10% | 48.984 M $ | 262537 | 2020/03/31 | 8.016 M $ | 18.10 % |
| 2025/09/30 | SPIB | SPDR Portfolio Intermediate Term Corporate Bond ETF | 4.61% | 44.317 M $ | 1307674 | 2020/06/30 | 381.851 K $ | 0.92 % |
| 2025/09/30 | MSFT | Microsoft Corp | 4.51% | 43.333 M $ | 83662 | 2013/06/30 | 1.764 M $ | 4.13 % |
| 2025/09/30 | LLY | Eli Lilly and Co | 3.81% | 36.606 M $ | 47976 | 2013/06/30 | -793.886 K $ | -2.12 % |
| 2025/09/30 | SPSB | SPDR Portfolio Short Term Corporate Bond ETF | 3.64% | 34.993 M $ | 1155275 | 2020/06/30 | 108.501 K $ | 0.33 % |
| 2025/09/30 | AAPL | Apple Inc | 3.26% | 31.309 M $ | 122960 | 2013/06/30 | 6.378 M $ | 24.11 % |
| 2025/09/30 | ISRG | Intuitive Surgical Inc | 3.09% | 29.657 M $ | 66312 | 2015/03/31 | -6.465 M $ | -17.70 % |
| 2025/09/30 | OBT | Orange County Bancorp Inc | 3.05% | 29.284 M $ | 1161617 | 2013/06/30 | -731.818 K $ | -2.44 % |
| 2025/09/30 | GOOG | Alphabet Inc Class C | 2.94% | 28.276 M $ | 116099 | 2015/09/30 | 7.947 M $ | 37.30 % |
| 2025/09/30 | XLK | Technology Select Sector SPDR ETF | 2.92% | 28.020 M $ | 99412 | 2022/03/31 | 2.640 M $ | 11.31 % |
| 2025/09/30 | AMZN | Amazon.com Inc | 2.25% | 21.633 M $ | 98523 | 2018/06/30 | 17.932 K $ | 0.08 % |
| 2025/09/30 | KLAC | KLA Corp | 2.02% | 19.443 M $ | 18026 | 2022/03/31 | 3.384 M $ | 20.41 % |
| 2025/09/30 | JPM | JPMorgan Chase & Co | 2.02% | 19.398 M $ | 61497 | 2013/06/30 | 1.621 M $ | 8.80 % |
| 2025/09/30 | AVGO | Broadcom Inc | 1.94% | 18.636 M $ | 56487 | 2022/09/30 | 3.153 M $ | 19.68 % |
| 2025/09/30 | META | Meta Platforms Inc | 1.61% | 15.479 M $ | 21078 | 2014/09/30 | -79.356 K $ | -0.50 % |
| 2025/09/30 | AXP | American Express Co | 1.53% | 14.687 M $ | 44217 | 2021/03/31 | 601.653 K $ | 4.13 % |
| 2025/09/30 | SPY | SPDR S&P 500 ETF | 1.36% | 13.079 M $ | 19633 | 2019/06/30 | 962.008 K $ | 7.82 % |
| 2025/09/30 | V | Visa Inc | 1.26% | 12.087 M $ | 35404 | 2018/09/30 | -483.248 K $ | -3.85 % |
| 2025/09/30 | CIEN | Ciena Corp | 1.22% | 11.743 M $ | 80616 | 2020/06/30 | 5.699 M $ | 79.11 % |
| 2025/09/30 | ABBV | AbbVie Inc | 1.22% | 11.737 M $ | 50690 | 2022/09/30 | 2.355 M $ | 24.74 % |
| 2025/09/30 | AZO | AutoZone Inc | 1.17% | 11.266 M $ | 2625 | 2016/09/30 | 1.556 M $ | 15.56 % |
| 2025/09/30 | XLF | Financial Select Sector SPDR ETF | 1.15% | 11.005 M $ | 204284 | 2022/03/31 | 292.803 K $ | 2.86 % |
| 2025/09/30 | URI | United Rentals Inc | 1.11% | 10.626 M $ | 11131 | 2022/03/31 | 2.437 M $ | 26.71 % |
| 2025/09/30 | XOM | Exxon Mobil Corp | 1.09% | 10.458 M $ | 92753 | 2013/06/30 | 473.096 K $ | 4.59 % |
| 2025/09/30 | GTLS | Chart Industries Inc | 1.07% | 10.263 M $ | 51278 | 2022/03/31 | 1.990 M $ | 21.56 % |
| 2025/09/30 | MS | Morgan Stanley | 1.06% | 10.194 M $ | 64130 | 2015/09/30 | 1.212 M $ | 12.85 % |
| 2025/09/30 | IBM | International Business Machines Corp | 1.05% | 10.076 M $ | 35711 | 2013/06/30 | -427.956 K $ | -4.28 % |
| 2025/09/30 | TMO | Thermo Fisher Scientific Inc | 1.04% | 9.965 M $ | 20547 | 2013/06/30 | 1.698 M $ | 19.62 % |
| 2025/09/30 | MDT | Medtronic PLC | 1.02% | 9.772 M $ | 102609 | 2015/03/31 | 828.417 K $ | 9.26 % |
| 2025/09/30 | MMC | Marsh & McLennan Companies Inc | 0.99% | 9.487 M $ | 47072 | 2015/09/30 | -803.844 K $ | -7.83 % |
| 2025/09/30 | HD | The Home Depot Inc | 0.94% | 9.011 M $ | 22240 | 2013/06/30 | 865.408 K $ | 10.51 % |
| 2025/09/30 | XLY | Consumer Discretionary Select Sector SPDR ETF | 0.92% | 8.828 M $ | 36838 | 2022/03/31 | 780.649 K $ | 10.27 % |
| 2025/09/30 | CSCO | Cisco Systems Inc | 0.90% | 8.674 M $ | 126775 | 2013/06/30 | -123.344 K $ | -1.38 % |
| 2025/09/30 | ADBE | Adobe Systems Inc | 0.89% | 8.568 M $ | 24287 | 2015/09/30 | -830.621 K $ | -8.82 % |
| 2025/09/30 | FLOT | iShares Floating Rate Bond ETF | 0.88% | 8.466 M $ | 165725 | 2022/03/31 | 10.660 K $ | 0.14 % |
| 2025/09/30 | CRM | Salesforce Inc | 0.88% | 8.456 M $ | 35681 | 2018/12/31 | -1.269 M $ | -13.09 % |
| 2025/09/30 | XLC | Communication Services Select Sector SPDR ETF | 0.87% | 8.373 M $ | 70736 | 2022/03/31 | 664.475 K $ | 9.07 % |
| 2025/09/30 | XLV | Health Care Select Sector SPDR ETF | 0.82% | 7.869 M $ | 56545 | 2019/12/31 | 236.830 K $ | 3.25 % |
| 2025/09/30 | DHR | Danaher Corp | 0.77% | 7.372 M $ | 37182 | 2017/03/31 | 28.075 K $ | 0.36 % |
| 2025/09/30 | SPSM | SPDR Portfolio S&P 600 Small Cap ETF | 0.72% | 6.944 M $ | 149911 | 2021/03/31 | 491.698 K $ | 8.73 % |
| 2025/09/30 | XLI | Industrial Select Sector SPDR ETF | 0.69% | 6.612 M $ | 42869 | 2022/03/31 | 284.571 K $ | 4.55 % |
| 2025/09/30 | UNH | UnitedHealth Group Inc | 0.69% | 6.604 M $ | 19125 | 2015/06/30 | 646.535 K $ | 10.68 % |
| 2025/09/30 | GS | Goldman Sachs Group Inc | 0.68% | 6.569 M $ | 8249 | 2013/06/30 | 775.161 K $ | 12.52 % |
| 2025/09/30 | CMG | Chipotle Mexican Grill Inc | 0.68% | 6.499 M $ | 165835 | 2020/03/31 | -2.724 M $ | -30.20 % |
| 2025/09/30 | GWW | W.W. Grainger Inc | 0.68% | 6.488 M $ | 6808 | 2023/03/31 | -601.708 K $ | -8.39 % |
| 2025/09/30 | FLR | Fluor Corporation | 0.67% | 6.408 M $ | 152312 | 2022/03/31 | -1.459 M $ | -17.94 % |
| 2025/09/30 | APH | Amphenol Corp | 0.67% | 6.405 M $ | 51754 | 2025/03/31 | 1.402 M $ | 25.32 % |
| 2025/09/30 | SCHW | Charles Schwab Corp | 0.66% | 6.379 M $ | 66812 | 2024/09/30 | 285.220 K $ | 4.64 % |
| 2025/09/30 | TTWO | Take-Two Interactive Software Inc | 0.61% | 5.898 M $ | 22828 | 2025/06/30 | 319.102 K $ | 6.39 % |
| 2025/09/30 | CBRE | CBRE Group Inc | 0.61% | 5.894 M $ | 37411 | 2024/12/31 | 687.327 K $ | 12.45 % |
| 2025/09/30 | SHW | Sherwin-Williams Co | 0.61% | 5.852 M $ | 16902 | 2016/03/31 | 50.729 K $ | 0.84 % |
| 2025/09/30 | PEP | PepsiCo Inc | 0.60% | 5.787 M $ | 41204 | 2013/06/30 | 361.662 K $ | 6.36 % |
| 2025/09/30 | BKR | Baker Hughes Co | 0.60% | 5.761 M $ | 118254 | 2023/03/31 | 1.265 M $ | 27.07 % |
| 2025/09/30 | SBUX | Starbucks Corp | 0.58% | 5.569 M $ | 65832 | 2015/06/30 | -478.068 K $ | -7.67 % |
| 2025/09/30 | PWR | Quanta Services Inc | 0.57% | 5.522 M $ | 13325 | 2025/03/31 | 501.964 K $ | 9.61 % |
| 2025/09/30 | NFLX | NETFLIX Inc | 0.56% | 5.386 M $ | 4492 | 2025/06/30 | -623.934 K $ | -10.47 % |
| 2025/09/30 | DUK | Duke Energy Corp | 0.56% | 5.370 M $ | 43397 | 2013/06/30 | 243.472 K $ | 4.87 % |
| 2025/09/30 | NOW | ServiceNow Inc | 0.55% | 5.313 M $ | 5773 | 2024/12/31 | -590.636 K $ | -10.49 % |
| 2025/09/30 | MCD | McDonald's Corp | 0.54% | 5.197 M $ | 17103 | 2013/06/30 | 200.060 K $ | 4.01 % |
| 2025/09/30 | CSX | CSX Corp | 0.52% | 4.987 M $ | 140443 | 2015/06/30 | 457.162 K $ | 8.83 % |
| 2025/09/30 | MELI | MercadoLibre Inc | 0.51% | 4.917 M $ | 2104 | 2025/06/30 | -538.715 K $ | -10.59 % |
| 2025/09/30 | LECO | Lincoln Electric Holdings Inc | 0.50% | 4.805 M $ | 20373 | 2015/09/30 | 611.625 K $ | 13.75 % |
| 2025/09/30 | PLD | Prologis Inc | 0.47% | 4.482 M $ | 39137 | 2018/12/31 | 399.415 K $ | 8.94 % |
| 2025/09/30 | ORCL | Oracle Corp | 0.44% | 4.243 M $ | 15085 | 2013/06/30 | 970.768 K $ | 28.64 % |
| 2025/09/30 | BAC | Bank of America Corporation | 0.44% | 4.183 M $ | 81078 | 2013/06/30 | 349.106 K $ | 9.02 % |
| 2025/09/30 | NEE | NextEra Energy Inc | 0.43% | 4.168 M $ | 55209 | 2022/09/30 | 326.578 K $ | 8.74 % |
| 2025/09/30 | XLP | Consumer Staples Select Sector SPDR ETF | 0.43% | 4.133 M $ | 52741 | 2022/03/31 | -127.472 K $ | -3.21 % |
| 2025/09/30 | OWL | Blue Owl Capital Corp - Class A | 0.42% | 3.986 M $ | 235443 | 2024/09/30 | -536.194 K $ | -11.87 % |
| 2025/09/30 | WMT | Walmart Inc | 0.41% | 3.958 M $ | 38404 | 2013/06/30 | 201.838 K $ | 5.40 % |
| 2025/09/30 | MDLZ | Mondelez International Inc | 0.39% | 3.733 M $ | 59753 | 2013/06/30 | -297.066 K $ | -7.37 % |
| 2025/09/30 | TRMB | Trimble Inc | 0.38% | 3.671 M $ | 44960 | 2025/03/31 | 263.297 K $ | 7.46 % |
| 2025/09/30 | NUE | Nucor Corp | 0.38% | 3.608 M $ | 26640 | 2022/06/30 | 176.523 K $ | 4.55 % |
| 2025/09/30 | AMD | Advanced Micro Devices Inc | 0.35% | 3.366 M $ | 20806 | 2022/03/31 | 440.304 K $ | 14.02 % |
| 2025/09/30 | CVX | Chevron Corp | 0.35% | 3.354 M $ | 21596 | 2013/06/30 | 261.311 K $ | 8.45 % |
| 2025/09/30 | SLB | Schlumberger Ltd | 0.34% | 3.278 M $ | 95375 | 2022/03/31 | 54.975 K $ | 1.69 % |
| 2025/09/30 | SPLG | SPDR Portfolio S&P 500 ETF | 0.34% | 3.220 M $ | 41103 | 2025/06/30 | 212.812 K $ | 7.77 % |
| 2025/09/30 | ROK | Rockwell Automation Inc | 0.33% | 3.190 M $ | 9127 | 2025/06/30 | 161.604 K $ | 5.23 % |
| 2025/09/30 | RMD | ResMed Inc | 0.31% | 3.011 M $ | 11000 | 2015/03/31 | 173.030 K $ | 6.10 % |
| 2025/09/30 | PG | Procter & Gamble Co | 0.29% | 2.831 M $ | 18427 | 2013/06/30 | -105.479 K $ | -3.56 % |
| 2025/09/30 | WBS | Webster Financial Corp | 0.28% | 2.727 M $ | 45884 | 2022/03/31 | 223.486 K $ | 8.86 % |
| 2025/09/30 | XLE | Energy Select Sector SPDR ETF | 0.28% | 2.720 M $ | 30446 | 2022/03/31 | 139.519 K $ | 5.34 % |
| 2025/09/30 | WY | Weyerhaeuser Co | 0.28% | 2.719 M $ | 109671 | 2022/03/31 | -103.240 K $ | -3.50 % |
| 2025/09/30 | MDY | SPDR S&P MidCap 400 ETF | 0.27% | 2.597 M $ | 4357 | 2019/06/30 | 127.685 K $ | 5.22 % |
| 2025/09/30 | ADP | Automatic Data Processing Inc | 0.25% | 2.435 M $ | 8298 | 2013/06/30 | -123.744 K $ | -4.83 % |
| 2025/09/30 | GNRC | Generac Holdings Inc | 0.24% | 2.257 M $ | 13481 | 2024/09/30 | 363.285 K $ | 16.89 % |
| 2025/09/30 | BX | Blackstone Inc | 0.22% | 2.125 M $ | 12435 | 2022/03/31 | 264.301 K $ | 14.22 % |
| 2025/09/30 | JNJ | Johnson & Johnson | 0.21% | 2.059 M $ | 11102 | 2013/06/30 | 355.874 K $ | 21.39 % |
| 2025/09/30 | XLU | Utilities Select Sector SPDR ETF | 0.20% | 1.920 M $ | 22013 | 2022/03/31 | 117.199 K $ | 6.80 % |
| 2025/09/30 | SO | Southern Co | 0.20% | 1.913 M $ | 20190 | 2022/09/30 | 59.358 K $ | 3.20 % |
| 2025/09/30 | SPMD | SPDR Portfolio S&P 400 Mid Cap ETF | 0.18% | 1.722 M $ | 30111 | 2021/03/31 | 65.753 K $ | 5.17 % |
| 2025/09/30 | QQQ | Invesco QQQ Trust | 0.17% | 1.645 M $ | 2740 | 2022/09/30 | 137.174 K $ | 8.83 % |
| 2025/09/30 | GOOGL | Alphabet Inc Class A | 0.17% | 1.645 M $ | 6765 | 2018/03/31 | 450.035 K $ | 37.94 % |
| 2025/09/30 | RTX | RTX Corp | 0.17% | 1.633 M $ | 9759 | 2022/09/30 | 207.111 K $ | 14.59 % |
| 2025/09/30 | COST | Costco Wholesale Corp | 0.16% | 1.571 M $ | 1697 | 2018/12/31 | -117.815 K $ | -6.50 % |
| 2025/09/30 | XLRE | Real Estate Select Sector SPDR ETF | 0.15% | 1.409 M $ | 33455 | 2022/06/30 | 20.751 K $ | 1.71 % |
| 2025/09/30 | ABT | Abbott Laboratories | 0.14% | 1.379 M $ | 10299 | 2013/06/30 | -21.318 K $ | -1.52 % |
| 2025/09/30 | EMR | Emerson Electric Co | 0.14% | 1.376 M $ | 10487 | 2013/06/30 | -22.579 K $ | -1.61 % |
| 2025/09/30 | COP | ConocoPhillips | 0.14% | 1.352 M $ | 14290 | 2013/06/30 | 70.160 K $ | 5.40 % |
| 2025/09/30 | SUB | iShares Short Term National Muni Bond ETF | 0.13% | 1.287 M $ | 12053 | 2023/06/30 | 4.962 K $ | 0.41 % |
| 2025/09/30 | CAT | Caterpillar Inc | 0.13% | 1.254 M $ | 2629 | 2013/06/30 | 234.267 K $ | 22.91 % |