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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CATERPILLAR INC

CAT|149123101

Shares:2.6K

Value:$868.7K

% of Portfolio:0.1% ($868.7K/$837.1M)

78464A847

Shares:16.3K

Value:$834.1K

% of Portfolio:0.1% ($834.1K/$837.1M)

J M SMUCKER Co

SJM|832696405

Shares:6.9K

Value:$821.8K

% of Portfolio:0.1% ($821.8K/$837.1M)

GENERAL ELECTRIC CO

GE|369604301

Shares:3.8K

Value:$763.6K

% of Portfolio:0.1% ($763.6K/$837.1M)

SYSCO CORP

SYY|871829107

Shares:9.5K

Value:$714.3K

% of Portfolio:0.1% ($714.3K/$837.1M)

LOCKHEED MARTIN CORP

LMT|539830109

Shares:1.6K

Value:$707.2K

% of Portfolio:0.1% ($707.2K/$837.1M)

Sunoco LP

SUN|86765K109

Shares:12.0K

Value:$698.5K

% of Portfolio:0.1% ($698.5K/$837.1M)

COMMERCIAL METALS Co

CMC|201723103

Shares:14.6K

Value:$672.2K

% of Portfolio:0.1% ($672.2K/$837.1M)

464287721

Shares:4.5K

Value:$631.3K

% of Portfolio:0.1% ($631.3K/$837.1M)

CAPITAL ONE FINANCIAL CORP

COF|14040H105

Shares:3.5K

Value:$627.5K

% of Portfolio:0.1% ($627.5K/$837.1M)

BRISTOL MYERS SQUIBB CO

BMY|110122108

Shares:10.2K

Value:$622.6K

% of Portfolio:0.1% ($622.6K/$837.1M)

Mastercard Inc

MA|57636Q104

Shares:1.1K

Value:$594.2K

% of Portfolio:0.1% ($594.2K/$837.1M)

CVS HEALTH Corp

CVS|126650100

Shares:8.4K

Value:$567.8K

% of Portfolio:0.1% ($567.8K/$837.1M)

BOEING CO

BA|097023105

Shares:3.2K

Value:$548.7K

% of Portfolio:0.1% ($548.7K/$837.1M)

464288323

Shares:10.1K

Value:$529.1K

% of Portfolio:0.1% ($529.1K/$837.1M)

Walt Disney Co

DIS|254687106

Shares:4.7K

Value:$467.4K

% of Portfolio:0.1% ($467.4K/$837.1M)

Chubb Ltd

CB|H1467J104

Shares:1.5K

Value:$447.2K

% of Portfolio:0.1% ($447.2K/$837.1M)

BALCHEM CORP

BCPC|057665200

Shares:2.7K

Value:$442.4K

% of Portfolio:0.1% ($442.4K/$837.1M)

464287804

IJR|464287804

Shares:4.2K

Value:$441.1K

% of Portfolio:0.1% ($441.1K/$837.1M)

CORNING INC /NY

GLW|219350105

Shares:9.6K

Value:$440.2K

% of Portfolio:0.1% ($440.2K/$837.1M)

Instrument	Shares		Other Manager	Value	% of Portfolio
CATERPILLAR INC(CATcusip149123101)	2.6K	QoQ -0.37% (-10) YoY +0.95% (-25)	All Managers (Combined)	$868.7K	0.1% ($868.7K/$837.1M)	QoQ -9.42% (-$90.4K) YoY -9.13% (-$87.3K)
(cusip78464A847)✕	16.3K	QoQ +14.81% (+2.1K) YoY +61.56% (+6.2K)	All Managers (Combined)	$834.1K	0.1% ($834.1K/$837.1M)	QoQ +7.44% (+$57.8K) YoY +55.02% (+$296.0K)
J M SMUCKER Co(SJMcusip832696405)	6.9K	QoQ 0.00% (+0) YoY -8.26% (-625)	All Managers (Combined)	$821.8K	0.1% ($821.8K/$837.1M)	QoQ +7.52% (+$57.5K) YoY -13.69% (-$130.4K)
GENERAL ELECTRIC CO(GEcusip369604301)	3.8K	QoQ 0.00% (+0) YoY -0.65% (-25)	All Managers (Combined)	$763.6K	0.1% ($763.6K/$837.1M)	QoQ +20.00% (+$127.3K) YoY +13.28% (-$89.5K)
SYSCO CORP(SYYcusip871829107)	9.5K	QoQ -5.64% (-569) YoY -14.35% (-1.6K)	All Managers (Combined)	$714.3K	0.1% ($714.3K/$837.1M)	QoQ -7.39% (-$57.0K) YoY -20.82% (-$187.9K)
LOCKHEED MARTIN CORP(LMTcusip539830109)	1.6K	QoQ -12.83% (-233) YoY -15.48% (-290)	All Managers (Combined)	$707.2K	0.1% ($707.2K/$837.1M)	QoQ -19.90% (-$175.7K) YoY -16.98% (-$144.7K)
Sunoco LP(SUNcusip86765K109)	12.0K	QoQ 0.00% (+0) YoY +0.25% (-30)	All Managers (Combined)	$698.5K	0.1% ($698.5K/$837.1M)	QoQ +12.86% (+$79.6K) YoY -3.45% (-$25.0K)
COMMERCIAL METALS Co(CMCcusip201723103)	14.6K	QoQ 0.00% (-0) YoY -1.35% (-200)	All Managers (Combined)	$672.2K	0.1% ($672.2K/$837.1M)	QoQ -7.23% (-$52.5K) YoY -22.76% (-$198.2K)
(cusip464287721)✕	4.5K	QoQ -3.12% (-145) YoY -6.15% (-295)	All Managers (Combined)	$631.3K	0.1% ($631.3K/$837.1M)	QoQ -14.71% (-$108.9K) YoY -2.42% (-$15.7K)
CAPITAL ONE FINANCIAL CORP(COFcusip14040H105)	3.5K	QoQ 0.00% (+0) YoY NEW(+3.5K)	All Managers (Combined)	$627.5K	0.1% ($627.5K/$837.1M)	QoQ +0.54% (+$3.4K) YoY NEW(+$627.5K)
BRISTOL MYERS SQUIBB CO(BMYcusip110122108)	10.2K	QoQ -3.03% (-319) YoY -27.26% (-3.8K)	All Managers (Combined)	$622.6K	0.1% ($622.6K/$837.1M)	QoQ +4.55% (-$27.1K) YoY -18.19% (-$138.5K)
Mastercard Inc(MAcusip57636Q104)	1.1K	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$594.2K	0.1% ($594.2K/$837.1M)	QoQ +4.09% (+$23.4K) YoY +13.81% (+$72.1K)
CVS HEALTH Corp(CVScusip126650100)	8.4K	QoQ -3.73% (-325) YoY -35.58% (-4.6K)	All Managers (Combined)	$567.8K	0.1% ($567.8K/$837.1M)	QoQ +45.29% (-$177.0K) YoY -45.28% (-$469.9K)
BOEING CO(BAcusip097023105)	3.2K	QoQ -12.24% (-449) YoY -50.00% (-3.2K)	All Managers (Combined)	$548.7K	0.1% ($548.7K/$837.1M)	QoQ -15.44% (-$100.2K) YoY -55.82% (-$693.3K)
(cusip464288323)✕	10.1K	QoQ 0.00% (-0) YoY -10.26% (-1.1K)	All Managers (Combined)	$529.1K	0.1% ($529.1K/$837.1M)	QoQ -1.07% (-$5.7K) YoY -12.20% (-$73.5K)
Walt Disney Co(DIScusip254687106)	4.7K	QoQ -12.55% (-680) YoY -45.56% (-4.0K)	All Managers (Combined)	$467.4K	0.1% ($467.4K/$837.1M)	QoQ -22.48% (-$135.6K) YoY -56.08% (-$597.1K)
Chubb Ltd(CBcusipH1467J104)	1.5K	QoQ -13.89% (-239) YoY -27.04% (-549)	All Managers (Combined)	$447.2K	0.1% ($447.2K/$837.1M)	QoQ -5.94% (-$28.3K) YoY -15.02% (-$79.0K)
BALCHEM CORP(BCPCcusip057665200)	2.7K	QoQ -10.66% (-318) YoY -10.66% (-318)	All Managers (Combined)	$442.4K	0.1% ($442.4K/$837.1M)	QoQ -9.01% (-$43.8K) YoY -4.28% (-$19.8K)
(IJRcusip464287804)	4.2K	QoQ -0.02% (-1) YoY -15.09% (-750)	All Managers (Combined)	$441.1K	0.1% ($441.1K/$837.1M)	QoQ -9.26% (-$45.0K) YoY -19.66% (-$108.0K)
CORNING INC /NY(GLWcusip219350105)	9.6K	QoQ 0.00% (-0) YoY -10.26% (-1.1K)	All Managers (Combined)	$440.2K	0.1% ($440.2K/$837.1M)	QoQ -3.66% (-$16.7K) YoY +24.63% (-$87.0K)