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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STARBUCKS CORP

SBUX|855244109

Shares:69.7K

Value:$6.8M

% of Portfolio:0.8% ($6.8M/$837.1M)

FLUOR CORP

FLR|343412102

Shares:189.3K

Value:$6.8M

% of Portfolio:0.8% ($6.8M/$837.1M)

81369Y852

Shares:70.2K

Value:$6.8M

% of Portfolio:0.8% ($6.8M/$837.1M)

CSX CORP

CSX|126408103

Shares:229.1K

Value:$6.7M

% of Portfolio:0.8% ($6.7M/$837.1M)

PEPSICO INC

PEP|713448108

Shares:42.0K

Value:$6.3M

% of Portfolio:0.8% ($6.3M/$837.1M)

Prologis, Inc.

PLD|74340W103

Shares:55.9K

Value:$6.2M

% of Portfolio:0.7% ($6.2M/$837.1M)

81369Y704

Shares:47.1K

Value:$6.2M

% of Portfolio:0.7% ($6.2M/$837.1M)

SHERWIN WILLIAMS CO

SHW|824348106

Shares:17.6K

Value:$6.2M

% of Portfolio:0.7% ($6.2M/$837.1M)

CIENA CORP

CIEN|171779309

Shares:97.5K

Value:$5.9M

% of Portfolio:0.7% ($5.9M/$837.1M)

Baker Hughes Co

BKR|05722G100

Shares:128.9K

Value:$5.7M

% of Portfolio:0.7% ($5.7M/$837.1M)

MCDONALDS CORP

MCD|580135101

Shares:17.3K

Value:$5.4M

% of Portfolio:0.6% ($5.4M/$837.1M)

SCHWAB CHARLES CORP

SCHW|808513105

Shares:62.1K

Value:$4.9M

% of Portfolio:0.6% ($4.9M/$837.1M)

78468R853

Shares:118.9K

Value:$4.8M

% of Portfolio:0.6% ($4.8M/$837.1M)

LINCOLN ELECTRIC HOLDINGS INC

LECO|533900106

Shares:25.6K

Value:$4.8M

% of Portfolio:0.6% ($4.8M/$837.1M)

GOLDMAN SACHS GROUP INC

GS|38141G104

Shares:8.6K

Value:$4.7M

% of Portfolio:0.6% ($4.7M/$837.1M)

CBRE GROUP, INC.

CBRE|12504L109

Shares:34.4K

Value:$4.5M

% of Portfolio:0.5% ($4.5M/$837.1M)

Mondelez International, Inc.

MDLZ|609207105

Shares:61.4K

Value:$4.2M

% of Portfolio:0.5% ($4.2M/$837.1M)

81369Y308

Shares:48.7K

Value:$4.0M

% of Portfolio:0.5% ($4.0M/$837.1M)

SCHLUMBERGER LIMITED/NV

SLB|806857108

Shares:94.2K

Value:$3.9M

% of Portfolio:0.5% ($3.9M/$837.1M)

AMPHENOL CORP /DE/

APH|032095101

Shares:59.9K

Value:$3.9M

% of Portfolio:0.5% ($3.9M/$837.1M)

Instrument	Shares		Other Manager	Value	% of Portfolio
STARBUCKS CORP(SBUXcusip855244109)	69.7K	QoQ +7.11% (+4.6K) YoY -17.28% (-14.6K)	All Managers (Combined)	$6.8M	0.8% ($6.8M/$837.1M)	QoQ +15.14% (+$899.6K) YoY -11.22% (-$865.0K)
FLUOR CORP(FLRcusip343412102)	189.3K	QoQ +18.00% (-28.9K) YoY +10.41% (-17.9K)	All Managers (Combined)	$6.8M	0.8% ($6.8M/$837.1M)	QoQ -14.29% (-$1.1M) YoY -6.45% (-$467.6K)
(cusip81369Y852)✕	70.2K	QoQ -2.55% (-1.8K) YoY -7.00% (-5.3K)	All Managers (Combined)	$6.8M	0.8% ($6.8M/$837.1M)	QoQ -2.91% (-$203.5K) YoY +9.83% (-$606.7K)
CSX CORP(CSXcusip126408103)	229.1K	QoQ -10.46% (-26.8K) YoY -9.48% (-24.0K)	All Managers (Combined)	$6.7M	0.8% ($6.7M/$837.1M)	QoQ -18.34% (-$1.5M) YoY -28.14% (-$2.6M)
PEPSICO INC(PEPcusip713448108)	42.0K	QoQ +1.04% (-434) YoY -9.12% (-4.2K)	All Managers (Combined)	$6.3M	0.8% ($6.3M/$837.1M)	QoQ -0.36% (-$23.2K) YoY -22.14% (-$1.8M)
Prologis, Inc.(PLDcusip74340W103)	55.9K	QoQ -3.73% (-2.2K) YoY +9.52% (-4.9K)	All Managers (Combined)	$6.2M	0.7% ($6.2M/$837.1M)	QoQ +1.80% (-$110.8K) YoY -5.97% (-$397.4K)
(cusip81369Y704)✕	47.1K	QoQ -5.37% (-2.7K) YoY -5.86% (-2.9K)	All Managers (Combined)	$6.2M	0.7% ($6.2M/$837.1M)	QoQ -5.86% (-$384.8K) YoY -2.04% (-$128.7K)
SHERWIN WILLIAMS CO(SHWcusip824348106)	17.6K	QoQ -9.27% (-1.8K) YoY -12.91% (-2.6K)	All Managers (Combined)	$6.2M	0.7% ($6.2M/$837.1M)	QoQ -6.80% (-$449.7K) YoY -12.45% (-$875.5K)
CIENA CORP(CIENcusip171779309)	97.5K	QoQ -1.70% (-1.7K) YoY +26.85% (+20.6K)	All Managers (Combined)	$5.9M	0.7% ($5.9M/$837.1M)	QoQ -29.95% (-$2.5M) YoY +55.02% (+$2.1M)
Baker Hughes Co(BKRcusip05722G100)	128.9K	QoQ -4.58% (-6.2K) YoY -39.62% (-84.6K)	All Managers (Combined)	$5.7M	0.7% ($5.7M/$837.1M)	QoQ +2.22% (-$123.6K) YoY -20.78% (-$1.5M)
MCDONALDS CORP(MCDcusip580135101)	17.3K	QoQ -0.92% (-162) YoY +9.59% (+1.5K)	All Managers (Combined)	$5.4M	0.6% ($5.4M/$837.1M)	QoQ +6.74% (-$340.9K) YoY +21.39% (+$951.1K)
SCHWAB CHARLES CORP(SCHWcusip808513105)	62.1K	QoQ +6.83% (+4.0K) YoY NEW(+62.1K)	All Managers (Combined)	$4.9M	0.6% ($4.9M/$837.1M)	QoQ +13.00% (+$559.2K) YoY NEW(+$4.9M)
(cusip78468R853)✕	118.9K	QoQ +10.24% (+11.0K) YoY +34.08% (+30.2K)	All Managers (Combined)	$4.8M	0.6% ($4.8M/$837.1M)	QoQ +0.03% (+$1.8K) YoY +26.98% (+$1.0M)
LINCOLN ELECTRIC HOLDINGS INC(LECOcusip533900106)	25.6K	QoQ +2.90% (+722) YoY -16.59% (-5.1K)	All Managers (Combined)	$4.8M	0.6% ($4.8M/$837.1M)	QoQ +3.82% (+$178.2K) YoY -38.23% (-$3.0M)
GOLDMAN SACHS GROUP INC(GScusip38141G104)	8.6K	QoQ +12.37% (+950) YoY +1543.42% (+8.1K)	All Managers (Combined)	$4.7M	0.6% ($4.7M/$837.1M)	QoQ +7.20% (+$316.8K) YoY +2049.41% (+$4.5M)
CBRE GROUP, INC.(CBREcusip12504L109)	34.4K	QoQ +197.89% (+22.9K) YoY NEW(+34.4K)	All Managers (Combined)	$4.5M	0.5% ($4.5M/$837.1M)	QoQ +196.74% (+$3.0M) YoY NEW(+$4.5M)
Mondelez International, Inc.(MDLZcusip609207105)	61.4K	QoQ -0.18% (-114) YoY -9.32% (-6.3K)	All Managers (Combined)	$4.2M	0.5% ($4.2M/$837.1M)	QoQ +13.38% (-$491.7K) YoY -12.11% (-$574.2K)
(cusip81369Y308)✕	48.7K	QoQ -0.12% (-60) YoY -3.19% (-1.6K)	All Managers (Combined)	$4.0M	0.5% ($4.0M/$837.1M)	QoQ +3.76% (-$144.2K) YoY +3.53% (-$135.7K)
SCHLUMBERGER LIMITED/NV(SLBcusip806857108)	94.2K	QoQ +3.57% (+3.2K) YoY -26.30% (-33.6K)	All Managers (Combined)	$3.9M	0.5% ($3.9M/$837.1M)	QoQ +12.91% (+$450.5K) YoY -43.79% (-$3.1M)
AMPHENOL CORP /DE/(APHcusip032095101)	59.9K	QoQ NEW(+59.9K) YoY NEW(+59.9K)	All Managers (Combined)	$3.9M	0.5% ($3.9M/$837.1M)	QoQ NEW(+$3.9M) YoY NEW(+$3.9M)