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Latest HUDSON VALLEY INVESTMENT ADVISORS INC /ADV Stock Portfolio

$823Million | No. of Holdings #143

HUDSON VALLEY INVESTMENT ADVISORS INC /ADV Performance

2026 Q2+11.68%
YTD+7.30%
2025+17.66%

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

On 2026-07-21, the fund reported it's updated stock portfolio. In the 13F Holdings report, Orange Investment Advisors, Inc. reported an equity portfolio of $823 Millions as of 30 Jun, 2026. <br><br> The top stock holdings of Orange Investment Advisors, Inc. are LLY, BIL, OBT. The fund has invested 6% of it's portfolio in ELI LILLY & CO and 5.4% of portfolio in SPDR SERIES TRUST. <br><br> The fund managers got completely rid off CHIPOTLE MEXICAN GRILL INC (CMG), TAKE-TWO INTERACTIVE SOFTWAR (TTWO) and PROLOGIS INC. (PLD) stocks. They significantly reduced their stock positions in DANAHER CORP DEL (DHR), SPDR SERIES TRUST (BIL) and NORTHROP GRUMMAN CORP (NOC). Orange Investment Advisors, Inc. opened new stock positions in TENET HEALTHCARE CORP (THC), NEWMONT CORP (NEM) and JONES LANG LASALLE INC (JLL). The fund showed a lot of confidence in some stocks as they added substantially to MARATHON PETE CORP (MPC), TRIMBLE INC (TRMB) and NETFLIX INC. (NFLX).
HUDSON VALLEY INVESTMENT ADVISORS INC /ADV Equity Portfolio Value
Last Reported on: 21 Jul, 2026
$823Million
  as of Jul 21, 2026

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 11.68% in the last quarter. In trailing 12 months, it's portfolio return was 22.36%.
  • Performance
  • S&P 500

New Buys

Ticker$ Bought
tenet healthcare corp4,905,050
newmont corp4,408,300
jones lang lasalle inc4,102,820
allstate corp2,983,990
micron technology inc570,219
texas instrs inc223,552
devon energy corp new212,387
New stocks bought by HUDSON VALLEY INVESTMENT ADVISORS INC /ADV

Additions

Ticker% Inc.
marathon pete corp1,490
trimble inc10.17
netflix inc.7.36
schwab charles corp6.5
international business machs4.48
select sector spdr tr4.19
servicenow inc4.17
adobe inc3.68
Additions to existing portfolio by HUDSON VALLEY INVESTMENT ADVISORS INC /ADV

Reductions

Ticker% Reduced
danaher corp del-95.65
spdr series trust-95.49
northrop grumman corp-31.37
ishares tr-23.82
american tower corp-22.95
chart inds inc-20.89
quanta svcs inc-18.11
kla corp-16.73
HUDSON VALLEY INVESTMENT ADVISORS INC /ADV reduced stake in above stock

Sold off

Ticker$ Sold
chipotle mexican grill inc-4,521,730
weyerhaeuser co-2,222,990
prologis inc.-3,617,160
take-two interactive softwar-3,728,400
coterra energy inc-262,707
aflac inc-372,905
digital rlty tr inc-278,424
phillips 66-210,964
HUDSON VALLEY INVESTMENT ADVISORS INC /ADV got rid off the above stocks

Sector Distribution

Orange Investment Advisors, Inc. has about 24.9% of it's holdings in Others sector.

  • Others
  • Technology
  • Healthcare
  • Financial Services
  • Industrials
  • Consumer Cyclical
  • Communication Services
  • Energy
  • Utilities
  • Consumer Defensive
  • Basic Materials
  • Real Estate
Sector%
Others24.9
Technology22.8
Healthcare14.1
Financial Services13.2
Industrials5.6
Consumer Cyclical5.1
Communication Services4.8
Energy3
Utilities2.2
Consumer Defensive1.7
Basic Materials1.5
Real Estate1.1

Market Cap. Distribution

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

  • MEGA-CAP
  • LARGE-CAP
  • UNALLOCATED
  • SMALL-CAP
  • MID-CAP
Category%
MEGA-CAP40.4
LARGE-CAP28
UNALLOCATED25.1
SMALL-CAP4.7
MID-CAP1.8

Stocks belong to which Index?

About 70.8% of the stocks held by Orange Investment Advisors, Inc. either belong to S&P 500 or RUSSELL 2000 index.

  • S&P 500
  • Others
  • RUSSELL 2000
Index%
S&P 50064.3
Others29.2
RUSSELL 20006.5
Top 5 Winners (%)%
AMD
advanced micro devices inc
176.5 %
KLAC
kla corp
96.1 %
GLW
corning inc
87.9 %
URI
united rentals inc
53.3 %
UNH
unitedhealth group inc
51.4 %
Top 5 Winners ($)$
KLAC
kla corp
15.5 M
LLY
eli lilly & co
11.8 M
XLB
select sector spdr tr
10.7 M
AMD
advanced micro devices inc
5.9 M
OBT
orange cnty bancorp inc
5.1 M
Top 5 Losers (%)%
T
at&t inc
-28.1 %
NFLX
netflix inc.
-25.1 %
PLG
platinum group metals ltd
-23.7 %
NOC
northrop grumman corp
-21.4 %
COP
conocophillips
-20.9 %
Top 5 Losers ($)$
ISRG
intuitive surgical inc
-4.1 M
XOM
exxon mobil corp
-1.9 M
NFLX
netflix inc.
-1.1 M
CRM
salesforce inc
-0.9 M
MDT
medtronic plc
-0.9 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 143 stocks in it's portfolio. About 41.5% of the portfolio is in top 10 stocks. ISRG proved to be the most loss making stock for the portfolio. KLAC was the most profitable stock for Orange Investment Advisors, Inc. last quarter.

$823.02MTotal Value
152Positions
21 Jul, 2026Last Reported
Current holdings of Current Stock Holdings of HUDSON VALLEY INVESTMENT ADVISORS INC /ADV, last reported on 21 Jul, 2026. Select a row with a linked ticker to view its historical trend.
ExpandHoldingsorted ascending% PortfolioShares Held$ Value% Change
AAXJ
Ishares Tr

Ishares Tr

AAXJ
HUDSON VALLEY INVESTMENT ADVISORS INC /ADV's holding in Ishares Tr over time
0.13%9,715
$1.03M
0.13%
decreased 23.82 percentreduced
AAXJ
Ishares Tr

Ishares Tr

AAXJ
HUDSON VALLEY INVESTMENT ADVISORS INC /ADV's holding in Ishares Tr over time
0.07%10,226
$551.2K
0.07%
increased 0.23 percentadded
ACES
Alps Etf Tr

Alps Etf Tr

ACES
HUDSON VALLEY INVESTMENT ADVISORS INC /ADV's holding in Alps Etf Tr over time
0.04%3,000
$286.9K
0.04%
unchanged 0 percentunchanged