Hudson-Valley-Investment-Advisors-Inc-Adv

AI_NATIVE detailed information: This accession holds the following tickers:[
  "OSK",
  "NVG",
  "MMM",
  "ABT",
  "ABBV",
  "ADBE",
  "GOOGL",
  "AXP",
  "NMZ",
  "T",
  "CAT",
  "AVGO",
  "ABR",
  "COF",
  "DUK",
  "NUV",
  "RC",
  "ECC",
  "HON",
  "HD",
  "BRSP",
  "MCD",
  "QCOM",
  "ISRG",
  "HUBB",
  "ITW",
  "EMR",
  "META",
  "IVW",
  "PANL",
  null,
  "RA",
  "MMC",
  "PWR",
  "MA",
  "MDT",
  "MSFT",
  "MDLZ",
  "MS",
  "GE",
  "BX",
  "IJR",
  "KLAC",
  "ORCL",
  "NOC",
  null,
  "PEP",
  "PNC",
  null,
  "IVV",
  "UNH",
  "AAPL",
  "SPY",
  null,
  "NVDA",
  "GS",
  "ENB",
  "PFE",
  "LMT",
  "PG",
  "MRK",
  "VZ",
  "AMGN",
  null,
  null,
  "SHW",
  "SLB",
  "RTX",
  null,
  null,
  "RITM",
  null,
  "SPYG",
  "BP",
  "AMT",
  null,
  null,
  "IBM",
  "SBUX",
  "CI",
  "TMO",
  "AGNC",
  "SCHW",
  "SUN",
  null,
  null,
  "XLB",
  "WY",
  null,
  null,
  "RMD",
  null,
  null,
  "LECO",
  "AMCR",
  "AFL",
  "APH",
  "AMD",
  "GNRC",
  "PLG",
  "CAH",
  "BKR",
  "AMZN",
  "NEA",
  null,
  null,
  "V",
  "WMT",
  "WBA",
  "WBS",
  null,
  "OBT",
  "FLR",
  "NSC",
  "NZF",
  "SO",
  "SJM",
  "TRMB",
  "PPL",
  "PSX",
  "CRM",
  "SYY",
  "GEV",
  "SPYV",
  "EXR",
  "GWW",
  "NUE",
  "ADP",
  "AZO",
  "BCPC",
  "BAC",
  "BK",
  "BA",
  "OWL",
  "BMY",
  "CBRE",
  "CVX",
  "GTLS",
  "CIEN",
  "CB",
  "CMG",
  "CSCO",
  "KO",
  "CMCSA",
  "CMC",
  "COP",
  "ED",
  "CTRA",
  "COST",
  "GLW",
  "CVS",
  "CSX",
  "CSWI",
  "DHR",
  "DVN",
  "DLR",
  "NEE",
  "NKE",
  "QQQ",
  "MDY",
  "DIS",
  "GOOG",
  "XOM",
  "JNJ",
  "LLY",
  "PLD",
  "XLK",
  "URI",
  "JPM"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-04-11
Total Holdings: 169
Total Value: 837131704
Accession Number: 0001062993-25-007341
Form Type: 13F-HR
CIK: hudson-valley-investment-advisors-inc-adv
Manager Name: Hudson-Valley-Investment-Advisors-Inc-Adv

Data Enrichment

88% identified

149 identified20 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

169 positions • $837.1M total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

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AUTOZONE INC

AZO|053332102

Shares:3.0K

Value:$11.3M

% of Portfolio:1.3% ($11.3M/$837.1M)

Salesforce, Inc.

CRM|79466L302

Shares:39.7K

Value:$10.7M

% of Portfolio:1.3% ($10.7M/$837.1M)

ADOBE INC.

ADBE|00724F101

Shares:26.7K

Value:$10.3M

% of Portfolio:1.2% ($10.3M/$837.1M)

AbbVie Inc.

ABBV|00287Y109

Shares:48.6K

Value:$10.2M

% of Portfolio:1.2% ($10.2M/$837.1M)

81369Y605

Shares:204.3K

Value:$10.2M

% of Portfolio:1.2% ($10.2M/$837.1M)

THERMO FISHER SCIENTIFIC INC.

TMO|883556102

Shares:20.3K

Value:$10.1M

% of Portfolio:1.2% ($10.1M/$837.1M)

Broadcom Inc.

AVGO|11135F101

Shares:59.4K

Value:$9.9M

% of Portfolio:1.2% ($9.9M/$837.1M)

DANAHER CORP /DE/

DHR|235851102

Shares:46.5K

Value:$9.5M

% of Portfolio:1.1% ($9.5M/$837.1M)

Medtronic plc

MDT|G5960L103

Shares:103.1K

Value:$9.3M

% of Portfolio:1.1% ($9.3M/$837.1M)

UNITED RENTALS, INC.

URI|911363109

Shares:14.7K

Value:$9.2M

% of Portfolio:1.1% ($9.2M/$837.1M)

CHIPOTLE MEXICAN GRILL INC

CMG|169656105

Shares:173.1K

Value:$8.7M

% of Portfolio:1.0% ($8.7M/$837.1M)

HOME DEPOT, INC.

HD|437076102

Shares:23.2K

Value:$8.5M

% of Portfolio:1.0% ($8.5M/$837.1M)

CHART INDUSTRIES INC

GTLS|16115Q308

Shares:58.2K

Value:$8.4M

% of Portfolio:1.0% ($8.4M/$837.1M)

MORGAN STANLEY

MS|617446448

Shares:68.5K

Value:$8.0M

% of Portfolio:1.0% ($8.0M/$837.1M)

81369Y209

Shares:54.4K

Value:$7.9M

% of Portfolio:0.9% ($7.9M/$837.1M)

W.W. GRAINGER, INC.

GWW|384802104

Shares:8.0K

Value:$7.9M

% of Portfolio:0.9% ($7.9M/$837.1M)

46429B655

Shares:151.1K

Value:$7.7M

% of Portfolio:0.9% ($7.7M/$837.1M)

INTERNATIONAL BUSINESS MACHINES CORP

IBM|459200101

Shares:30.8K

Value:$7.7M

% of Portfolio:0.9% ($7.7M/$837.1M)

CISCO SYSTEMS, INC.

CSCO|17275R102

Shares:119.1K

Value:$7.4M

% of Portfolio:0.9% ($7.4M/$837.1M)

81369Y407

Shares:36.1K

Value:$7.1M

% of Portfolio:0.9% ($7.1M/$837.1M)

Instrument	Shares		Other Manager	Value	% of Portfolio
AUTOZONE INC(AZOcusip053332102)	3.0K	QoQ +10.10% (+271) YoY +27.82% (+643)	All Managers (Combined)	$11.3M	1.3% ($11.3M/$837.1M)	QoQ +31.04% (+$2.7M) YoY +54.62% (+$4.0M)
Salesforce, Inc.(CRMcusip79466L302)	39.7K	QoQ +8.91% (-3.3K) YoY +45.21% (+12.4K)	All Managers (Combined)	$10.7M	1.3% ($10.7M/$837.1M)	QoQ -12.57% (-$1.5M) YoY +29.38% (+$2.4M)
ADOBE INC.(ADBEcusip00724F101)	26.7K	QoQ +7.68% (-1.9K) YoY +32.12% (+6.5K)	All Managers (Combined)	$10.3M	1.2% ($10.3M/$837.1M)	QoQ -7.12% (-$786.5K) YoY +0.42% (+$43.4K)
AbbVie Inc.(ABBVcusip00287Y109)	48.6K	QoQ -9.30% (-5.0K) YoY -10.33% (-5.6K)	All Managers (Combined)	$10.2M	1.2% ($10.2M/$837.1M)	QoQ +6.93% (-$660.7K) YoY +3.16% (-$312.2K)
(cusip81369Y605)✕	204.3K	QoQ -3.60% (-7.6K) YoY +4.10% (+8.1K)	All Managers (Combined)	$10.2M	1.2% ($10.2M/$837.1M)	QoQ -0.65% (-$67.1K) YoY +23.11% (+$1.9M)
THERMO FISHER SCIENTIFIC INC.(TMOcusip883556102)	20.3K	QoQ -0.24% (-50) YoY +7.15% (-1.4K)	All Managers (Combined)	$10.1M	1.2% ($10.1M/$837.1M)	QoQ -4.58% (-$485.5K) YoY -8.26% (-$909.3K)
Broadcom Inc.(AVGOcusip11135F101)	59.4K	QoQ -4.89% (-3.1K) YoY +750.63% (+52.4K)	All Managers (Combined)	$9.9M	1.2% ($9.9M/$837.1M)	QoQ -31.32% (-$4.5M) YoY +7.43% (+$688.3K)
DANAHER CORP /DE/(DHRcusip235851102)	46.5K	QoQ -1.05% (-496) YoY +18.41% (-7.2K)	All Managers (Combined)	$9.5M	1.1% ($9.5M/$837.1M)	QoQ -11.63% (-$1.3M) YoY -2.79% (-$274.1K)
Medtronic plc(MDTcusipG5960L103)	103.1K	QoQ -0.34% (-352) YoY -2.01% (-2.1K)	All Managers (Combined)	$9.3M	1.1% ($9.3M/$837.1M)	QoQ +12.11% (-$1.0M) YoY +1.03% (-$94.6K)
UNITED RENTALS, INC.(URIcusip911363109)	14.7K	QoQ +8.73% (-1.2K) YoY -3.39% (-517)	All Managers (Combined)	$9.2M	1.1% ($9.2M/$837.1M)	QoQ -3.26% (-$311.7K) YoY -16.03% (-$1.8M)
CHIPOTLE MEXICAN GRILL INC(CMGcusip169656105)	173.1K	QoQ +14.19% (-21.5K) YoY +4679.51% (-169.5K)	All Managers (Combined)	$8.7M	1.0% ($8.7M/$837.1M)	QoQ -4.91% (-$449.3K) YoY -17.44% (-$1.8M)
HOME DEPOT, INC.(HDcusip437076102)	23.2K	QoQ -8.15% (-2.1K) YoY -19.78% (-5.7K)	All Managers (Combined)	$8.5M	1.0% ($8.5M/$837.1M)	QoQ -13.47% (-$1.3M) YoY -23.36% (-$2.6M)
CHART INDUSTRIES INC(GTLScusip16115Q308)	58.2K	QoQ +2.67% (-1.5K) YoY +5.71% (-3.1K)	All Managers (Combined)	$8.4M	1.0% ($8.4M/$837.1M)	QoQ -22.33% (-$2.4M) YoY -7.35% (-$666.8K)
MORGAN STANLEY(MScusip617446448)	68.5K	QoQ -1.12% (-778) YoY -19.92% (-17.0K)	All Managers (Combined)	$8.0M	1.0% ($8.0M/$837.1M)	QoQ -8.24% (-$717.7K) YoY -0.77% (-$62.8K)
(cusip81369Y209)✕	54.4K	QoQ -5.06% (-2.9K) YoY -15.84% (-10.2K)	All Managers (Combined)	$7.9M	0.9% ($7.9M/$837.1M)	QoQ +0.75% (-$59.7K) YoY -16.82% (-$1.6M)
W.W. GRAINGER, INC.(GWWcusip384802104)	8.0K	QoQ +7.12% (+531) YoY +19.24% (+1.3K)	All Managers (Combined)	$7.9M	0.9% ($7.9M/$837.1M)	QoQ +0.38% (+$30.2K) YoY +15.79% (+$1.1M)
(cusip46429B655)✕	151.1K	QoQ +3.52% (+5.1K) YoY +11.38% (+15.4K)	All Managers (Combined)	$7.7M	0.9% ($7.7M/$837.1M)	QoQ +3.86% (+$287.4K) YoY +11.35% (+$787.0K)
INTERNATIONAL BUSINESS MACHINES CORP(IBMcusip459200101)	30.8K	QoQ +133.18% (+17.6K) YoY +109.16% (+16.1K)	All Managers (Combined)	$7.7M	0.9% ($7.7M/$837.1M)	QoQ +163.75% (+$4.8M) YoY +172.37% (+$4.8M)
CISCO SYSTEMS, INC.(CSCOcusip17275R102)	119.1K	QoQ +0.80% (+951) YoY -20.59% (-30.9K)	All Managers (Combined)	$7.4M	0.9% ($7.4M/$837.1M)	QoQ +5.07% (+$355.3K) YoY -1.81% (-$136.0K)
(cusip81369Y407)✕	36.1K	QoQ -0.96% (-353) YoY +1.61% (+574)	All Managers (Combined)	$7.1M	0.9% ($7.1M/$837.1M)	QoQ -12.83% (-$1.1M) YoY +9.11% (+$595.8K)