Latest HUDSON VALLEY INVESTMENT ADVISORS INC /ADV Stock Portfolio

HUDSON VALLEY INVESTMENT ADVISORS INC /ADV Performance:

2025 Q3: 5.72%YTD: 7.22%2024: 16.88%

Performance for 2025 Q3 is 5.72%, and YTD is 7.22%, and 2024 is 16.88%.

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

In it's latest 13F Holdings report, HUDSON VALLEY INVESTMENT ADVISORS INC /ADV reported an equity portfolio of $960.5 Millions as of 30 Sep, 2025.

The top stock holdings of HUDSON VALLEY INVESTMENT ADVISORS INC /ADV are NVDA, BIL, MSFT. The fund has invested 5.1% of it's portfolio in NVIDIA CORP and 4.6% of portfolio in SPDR PORTFOLIO INTERMEDIATE TERM CORPORATE BOND ETF.

The fund managers got completely rid off JP MORGAN ULTRA-SHORT INCOME ETF (BBAX) and WALGREEN BOOTS ALLIANCE INC (WBA) stocks. They significantly reduced their stock positions in ISHARES S&P 500 GROWTH ETF (IJR), DIGITAL REALTY TRUST INC (DLR) and CSX CORP (CSX). HUDSON VALLEY INVESTMENT ADVISORS INC /ADV opened new stock positions in VALERO ENERGY CORP (VLO), THE HERSHEY CO (HSY) and INTEL CORP (INTC). The fund showed a lot of confidence in some stocks as they added substantially to SPDR PORTFOLIO S&P 400 MID CAP ETF (BIL), BRISTOL-MYERS SQUIBB COMPANY (BMY) and REAL ESTATE SELECT SECTOR SPDR ETF (XLB).

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 5.72% in the last quarter. In trailing 12 months, it's portfolio return was 6.86%.

New Buys

Ticker	$ Bought
valero energy corp	242,621
the hershey co	217,726
intel corp	213,043
spdr gold shares etf	206,528

New stocks bought by HUDSON VALLEY INVESTMENT ADVISORS INC /ADV

Additions

Ticker	% Inc.
spdr portfolio s&p 400 mid cap etf	28.68
bristol-myers squibb company	15.03
real estate select sector spdr etf	14.47
spdr portfolio s&p 600 small cap etf	13.42
take-two interactive software inc	10.96
spdr portfolio s&p 500 etf	9.12
ishares floating rate bond etf	8.82
mercadolibre inc	8.06

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

Reductions

Ticker	% Reduced
ishares s&p 500 growth etf	-29.66
digital realty trust inc	-20.29
csx corp	-11.52
nucor corp	-11.11
generac holdings inc	-10.23
ciena corp	-8.99
chart industries inc	-8.52
tesla inc	-8.27

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

Sold off

Ticker	$ Sold
walgreen boots alliance inc	-119,966
jp morgan ultra-short income etf	-499,908

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

Sector Distribution

Orange Investment Advisors, Inc. has about 23.9% of it's holdings in Technology sector.

Sector	%
Technology	23.9
Others	21.1
Financial Services	12.9
Healthcare	12.7
Industrials	7.1
Consumer Cyclical	6.7
Communication Services	6.1
Energy	2.7
Utilities	2.1
Consumer Defensive	2
Real Estate	1.6
Basic Materials	1.1

Market Cap. Distribution

Orange Investment Advisors, Inc. has about 70.8% of it's portfolio invested in the large-cap and mega-cap stocks.

Category	%
MEGA-CAP	39.7
LARGE-CAP	31.1
UNALLOCATED	21.1
MID-CAP	4.2
SMALL-CAP	4

Stocks belong to which Index?

About 75.8% of the stocks held by Orange Investment Advisors, Inc. either belong to S&P 500 or RUSSELL 2000 index.

Index	%
S&P 500	69.9
Others	24.2
RUSSELL 2000	5.9

Top 5 Winners (%)		%
CIEN	ciena corp	79.1 %
GLW	corning inc	55.7 %
TSLA	tesla inc	40.0 %
GOOG	alphabet inc class a	37.7 %
GOOG	alphabet inc class c	37.3 %

Top 5 Winners ($)		$
NVDA	nvidia corp	8.0 M
GOOG	alphabet inc class c	7.9 M
AAPL	apple inc	6.4 M
CIEN	ciena corp	5.7 M
KLAC	kla corp	3.4 M

Top 5 Losers (%)		%
CMG	chipotle mexican grill inc	-29.5 %
FLR	fluor corporation	-17.9 %
ISRG	intuitive surgical inc	-17.7 %
CSWI	csw industrials inc	-15.4 %
CRM	salesforce inc	-13.1 %

Top 5 Losers ($)		$
ISRG	intuitive surgical inc	-6.5 M
CMG	chipotle mexican grill inc	-2.7 M
FLR	fluor corporation	-1.5 M
CRM	salesforce inc	-1.3 M
ADBE	adobe systems inc	-0.8 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 177 stocks in it's portfolio. About 36.9% of the portfolio is in top 10 stocks. ISRG proved to be the most loss making stock for the portfolio. NVDA was the most profitable stock for Orange Investment Advisors, Inc. last quarter.

Last Reported on: 16 Oct, 2025

Ticker	Namesorted ascending	% Portfolio	Shares Held	$ Value	Type	% Change
AAPL	apple inc	3.26	122,960	31,309,300	reduced	-4.65

AAXJ	ishares short term national muni bond etf	0.13	12,053	1,287,020	added	6.87

AAXJ	ishares new york muni bond etf	0.05	9,700	517,495	unchanged	0.00

ABBV	abbvie inc	1.22	50,690	11,736,800	reduced	-1.18

ABT	abbott laboratories	0.14	10,299	1,379,450	unchanged	0.00

ACES	alps barrons 400 etf	0.03	3,000	243,550	unchanged	0.00

ADBE	adobe systems inc	0.89	24,287	8,567,590	reduced	-0.21

ADP	automatic data processing inc	0.25	8,298	2,435,460	reduced	-0.08

AFL	aflac inc	0.04	3,370	376,429	added	4.59

AGNC	agnc investment corp	0.02	16,000	156,640	unchanged	0.00

AMCR	amcor plc	0.01	11,000	89,980	unchanged	0.00

AMD	advanced micro devices inc	0.35	20,806	3,366,200	reduced	-6.01

AMGN	amgen inc	0.04	1,250	352,750	reduced	-1.42

AMPS	ishares floating rate bond etf	0.88	165,725	8,466,060	added	8.82

AMT	american tower corp	0.07	3,323	639,079	added	0.79

AMZA	etfis ser tr i virtus infracap us pfd stk etf	0.03	12,000	260,520	unchanged	0.00

AMZN	amazon.com inc	2.25	98,523	21,632,900	reduced	-1.11

APH	amphenol corp	0.67	51,754	6,404,560	reduced	-7.72

AVGO	broadcom inc	1.94	56,487	18,635,600	reduced	-2.8

AXP	american express co	1.53	44,217	14,687,100	reduced	-3.14