Latest HUDSON VALLEY INVESTMENT ADVISORS INC /ADV Stock Portfolio

HUDSON VALLEY INVESTMENT ADVISORS INC /ADV Performance:

2026 Q1: -3.92%YTD: -3.92%2025: 17.66%

Performance for 2026 Q1 is -3.92%, and YTD is -3.92%, and 2025 is 17.66%.

About HUDSON VALLEY INVESTMENT ADVISORS INC /ADV and 13F Hedge Fund Stock Holdings

On 2026-04-22, the fund reported it's updated stock portfolio. In the 13F Holdings report, Orange Investment Advisors, Inc. reported an equity portfolio of $771.5 Millions as of 31 Mar, 2026.

The top stock holdings of Orange Investment Advisors, Inc. are BIL, LLY, BIL. The fund has invested 5.7% of it's portfolio in SPDR SERIES TRUST and 5.1% of portfolio in ELI LILLY & CO.

The fund managers got completely rid off BLUE OWL CAPITAL INC (OWL), COMMERCIAL METALS CO (CMC) and CSW INDUSTRIALS INC (CSWI) stocks. They significantly reduced their stock positions in UNITEDHEALTH GROUP INC (UNH), ADOBE INC (ADBE) and NORTHROP GRUMMAN CORP (NOC). Orange Investment Advisors, Inc. opened new stock positions in COTERRA ENERGY INC (CTRA), PHILLIPS 66 (PSX) and BALL CORP (BALL). The fund showed a lot of confidence in some stocks as they added substantially to SPDR SERIES TRUST (BIL), CHUBB LTD SWITZ (CB) and SERVICENOW INC (NOW).

HUDSON VALLEY INVESTMENT ADVISORS INC /ADV Annual Return Estimates Vs S&P 500

Our best estimate is that Orange Investment Advisors, Inc. made a return of -3.92% in the last quarter. In trailing 12 months, it's portfolio return was 18.34%.

Performance
S&P 500

New Buys

Ticker	$ Bought
coterra energy inc	262,707
phillips 66	210,964
ball corp	206,885

New stocks bought by HUDSON VALLEY INVESTMENT ADVISORS INC /ADV

Additions

Ticker	% Inc.
spdr series trust	50.41
chubb ltd switz	20.11
servicenow inc	13.44
ishares tr	5.78
spdr series trust	5.51
state str spdr s&p midcap 40	4.47
select sector spdr tr	4.43
spdr series trust	2.51

Additions to existing portfolio by HUDSON VALLEY INVESTMENT ADVISORS INC /ADV

Reductions

Ticker	% Reduced
unitedhealth group inc	-81.36
adobe inc	-54.16
northrop grumman corp	-40.7
consolidated edison inc	-33.28
costco wholesale corporation	-31.04
broadcom inc	-30.88
pfizer inc	-27.58
at&t inc	-27.44

HUDSON VALLEY INVESTMENT ADVISORS INC /ADV reduced stake in above stock

Sold off

Ticker	$ Sold
blue owl capital inc	-3,630,480
commercial metals co	-1,011,300
csw industrials inc	-942,819
albemarle corp	-307,632
balchem corp	-228,966
honeywell intl inc	-254,787
tesla inc	-236,103

HUDSON VALLEY INVESTMENT ADVISORS INC /ADV got rid off the above stocks

Sector Distribution

Orange Investment Advisors, Inc. has about 25.1% of it's holdings in Others sector.

Sector	%
Others	25.1
Technology	21.1
Healthcare	14.4
Financial Services	12.5
Consumer Cyclical	6.1
Industrials	5.4
Communication Services	5.4
Energy	3.2
Utilities	2.5
Consumer Defensive	2.1
Real Estate	1.4

Market Cap. Distribution

Orange Investment Advisors, Inc. has about 68.4% of it's portfolio invested in the large-cap and mega-cap stocks.

Category	%
MEGA-CAP	39.8
LARGE-CAP	28.6
UNALLOCATED	25.3
SMALL-CAP	4.4
MID-CAP	1.9

Stocks belong to which Index?

About 71.8% of the stocks held by Orange Investment Advisors, Inc. either belong to S&P 500 or RUSSELL 2000 index.

Index	%
S&P 500	65.5
Others	28.3
RUSSELL 2000	6.3

Top 5 Winners (%)		%
CIEN	ciena corp	58.1 %
GLW	corning inc	53.8 %
VLO	valero energy corp	51.8 %
MPC	marathon pete corp	50.1 %
GNRC	generac hldgs inc	38.6 %

Top 5 Winners ($)		$
CIEN	ciena corp	6.8 M
OBT	orange cnty bancorp inc	3.7 M
XOM	exxon mobil corp	3.6 M
KLAC	kla corp	3.2 M
BKR	baker hughes company	1.4 M

Top 5 Losers (%)		%
NOW	servicenow inc	-30.4 %
CRM	salesforce inc	-28.8 %
BX	blackstone inc	-25.4 %
PLG	platinum group metals ltd	-25.0 %
COF	capital one finl corp	-24.7 %

Top 5 Losers ($)		$
MSFT	microsoft corp	-8.0 M
ISRG	intuitive surgical inc	-6.9 M
LLY	eli lilly & co	-6.8 M
NVDA	nvidia corporation	-2.5 M
AXP	american express co	-2.4 M

HUDSON VALLEY INVESTMENT ADVISORS INC /ADV Holdings Map

This heatmap illustrates the top 50 positions within the fund's portfolio.

Current Stock Holdings of HUDSON VALLEY INVESTMENT ADVISORS INC /ADV

Orange Investment Advisors, Inc. has 145 stocks in it's portfolio. About 40.4% of the portfolio is in top 10 stocks. MSFT proved to be the most loss making stock for the portfolio. CIEN was the most profitable stock for Orange Investment Advisors, Inc. last quarter.

Last Reported on: 22 Apr, 2026

Ticker	Namesorted ascending	% Portfolio	Shares Held	$ Value	Type	% Change
AAPL	apple inc	3.19	96,843	24,577,800	reduced	-12.89

AAXJ	ishares tr	0.18	12,753	1,358,200	unchanged	0.00

AAXJ	ishares tr	0.07	10,203	541,983	unchanged	0.00

ABBV	abbvie inc	1.29	45,652	9,928,840	reduced	-6.35

ABT	abbott laboratories	0.14	10,261	1,053,500	reduced	-1.44

ACES	alps etf tr	0.03	3,000	249,015	unchanged	0.00

ADBE	adobe inc	0.43	13,543	3,292,030	reduced	-54.16

ADP	automatic data processing in	0.20	7,650	1,554,330	reduced	-2.96

AFL	aflac inc	0.05	3,399	372,905	unchanged	0.00

ALB	albemarle corp	0.00	0.00	0.00	sold off	-100

AMD	advanced micro devices inc	0.44	16,493	3,355,170	reduced	-8.21

AMGN	amgen inc	0.03	700	246,295	reduced	-0.28

AMPS	ishares tr	1.15	173,356	8,832,490	added	5.78

AMT	american tower corp	0.06	2,640	455,609	reduced	-9.74

AMZN	amazon com inc	2.16	79,925	16,646,000	reduced	-13.08

APH	amphenol corp	0.58	35,269	4,456,240	reduced	-16.24

AVGO	broadcom inc	1.47	36,578	11,321,200	reduced	-30.88

AXP	american express co	1.37	34,968	10,577,100	reduced	-4.06

AZO	autozone inc	0.94	2,138	7,225,090	reduced	-11.32

BA	boeing co	0.04	1,692	336,759	reduced	-12.87