Latest HUDSON VALLEY INVESTMENT ADVISORS INC /ADV Stock Portfolio

HUDSON VALLEY INVESTMENT ADVISORS INC /ADV Performance:

2025 Q4: -2.57%YTD: 3.63%2024: 21.45%

Performance for 2025 Q4 is -2.57%, and YTD is 3.63%, and 2024 is 21.45%.

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

On 2026-02-06, the fund reported it's updated stock portfolio. In the 13F Holdings report, Orange Investment Advisors, Inc. reported an equity portfolio of $903.9 Millions as of 31 Dec, 2025.

The top stock holdings of Orange Investment Advisors, Inc. are LLY, NVDA, BIL. The fund has invested 5.4% of it's portfolio in ELI LILLY & CO and 4.9% of portfolio in NVIDIA CORPORATION.

The fund managers got completely rid off SUNOCO LP COM UNIT REPSTG LTD PARTNERSHIP INT (SUN), BANK OF NEW YORK MELLON CORP (BK) and 3M CO (MMM) stocks. They significantly reduced their stock positions in CHART INDS INC (GTLS), CORNING INC (GLW) and NORFOLK SOUTHN CORP (NSC). Orange Investment Advisors, Inc. opened new stock positions in ALBEMARLE CORP (ALB) and MARATHON PETE CORP (MPC). The fund showed a lot of confidence in some stocks as they added substantially to NETFLIX INC (NFLX), SERVICENOW INC (NOW) and SELECT SECTOR SPDR TR (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 -2.57% in the last quarter. In trailing 12 months, it's portfolio return was 3.63%.

Performance
S&P 500

New Buys

Ticker	$ Bought
albemarle corp	307,632
marathon pete corp	228,821

New stocks bought by HUDSON VALLEY INVESTMENT ADVISORS INC /ADV

Additions

Ticker	% Inc.
netflix inc	920
servicenow inc	449
select sector spdr tr	102
select sector spdr tr	97.06
select sector spdr tr	96.51
select sector spdr tr	90.11
select sector spdr tr	89.83
spdr series trust	51.31

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

Reductions

Ticker	% Reduced
chart inds inc	-96.97
corning inc	-52.88
norfolk southn corp	-46.4
caterpillar inc	-45.64
cvs health corp	-44.75
amgen inc	-43.84
sysco corp	-43.42
pfizer inc	-42.83

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

Sold off

Ticker	$ Sold
open lending corp	-123,319
nuveen amt-free quality municipal income fund	-271,879
pangaea logistics solution ltd	-116,840
rithm capital corp	-209,314
agnc investment corp	-156,640
invesco cef income composite etf	-313,609
ready capital corp	-60,759
etfis ser tr i virtus infracap us pfd stk etf	-260,520

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

Sector Distribution

Orange Investment Advisors, Inc. has about 23.1% of it's holdings in Technology sector.

Sector	%
Technology	23.1
Others	22.1
Healthcare	15.4
Financial Services	12.6
Consumer Cyclical	6.3
Communication Services	6.1
Industrials	5.3
Energy	2.5
Utilities	2.1
Consumer Defensive	1.8
Real Estate	1.4
Basic Materials	1.1

Market Cap. Distribution

Orange Investment Advisors, Inc. has about 70.4% of it's portfolio invested in the large-cap and mega-cap stocks.

Category	%
MEGA-CAP	40.5
LARGE-CAP	29.9
UNALLOCATED	22.1
SMALL-CAP	4.4
MID-CAP	3.1

Stocks belong to which Index?

About 75% of the stocks held by Orange Investment Advisors, Inc. either belong to S&P 500 or RUSSELL 2000 index.

Index	%
S&P 500	69.7
Others	25.1
RUSSELL 2000	5.3

Top 5 Winners (%)		%
CIEN	ciena corp	49.0 %
LLY	eli lilly & co	39.8 %
AMD	advanced micro devices inc	30.2 %
ISRG	intuitive surgical inc	26.6 %
GOOG	alphabet inc	26.1 %

Top 5 Winners ($)		$
LLY	eli lilly & co	14.6 M
ISRG	intuitive surgical inc	7.9 M
GOOG	alphabet inc	7.4 M
CIEN	ciena corp	5.8 M
OBT	orange cnty bancorp inc	3.8 M

Top 5 Losers (%)		%
NFLX	netflix inc	-86.6 %
NOW	servicenow inc	-74.8 %
XLB	select sector spdr tr	-44.3 %
XLB	select sector spdr tr	-43.2 %
XLB	select sector spdr tr	-43.1 %

Top 5 Losers ($)		$
NFLX	netflix inc	-27.8 M
XLB	select sector spdr tr	-20.3 M
NOW	servicenow inc	-14.4 M
XLB	select sector spdr tr	-6.6 M
MSFT	microsoft corp	-2.7 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 149 stocks in it's portfolio. About 40.2% of the portfolio is in top 10 stocks. NFLX proved to be the most loss making stock for the portfolio. LLY was the most profitable stock for Orange Investment Advisors, Inc. last quarter.

Last Reported on: 06 Feb, 2026

Ticker	Namesorted ascending	% Portfolio	Shares Held	$ Value	Type	% Change
AAPL	apple inc	3.34	111,176	30,224,400	reduced	-9.58

AAXJ	ishares tr	0.15	12,753	1,360,740	added	5.81

AAXJ	ishares tr	0.06	10,203	545,961	added	5.19

ABBV	abbvie inc	1.23	48,746	11,138,000	reduced	-3.84

ABT	abbott labs	0.14	10,411	1,304,400	added	1.09

ACES	alps etf tr	0.03	3,000	247,050	unchanged	0.00

ADBE	adobe inc	1.14	29,541	10,339,500	added	21.63

ADP	automatic data processing in	0.22	7,883	2,027,750	reduced	-5.00

AFL	aflac inc	0.04	3,399	374,808	added	0.86

AGNC	agnc investment corp	0.00	0.00	0.00	sold off	-100

ALB	albemarle corp	0.03	2,175	307,632	new

AMCR	amcor plc	0.00	0.00	0.00	sold off	-100

AMD	advanced micro devices inc	0.43	17,969	3,848,240	reduced	-13.64

AMGN	amgen inc	0.03	702	229,772	reduced	-43.84

AMPS	ishares tr	0.92	163,882	8,335,030	reduced	-1.11

AMT	american tower corp new	0.06	2,925	513,537	reduced	-11.98

AMZA	etfis ser tr i virtus infracap us pfd stk etf	0.00	0.00	0.00	sold off	-100

AMZN	amazon com inc	2.35	91,957	21,225,700	reduced	-6.66

APH	amphenol corp new	0.63	42,105	5,690,060	reduced	-18.64

AVGO	broadcom inc	2.03	52,923	18,316,600	reduced	-6.31