HUDSON VALLEY INVESTMENT ADVISORS INC /ADV logo

HUDSON VALLEY INVESTMENT ADVISORS INC /ADV Portfolio Analytics

Investment Analysis & Holdings Breakdown

Comprehensive portfolio analytics for HUDSON VALLEY INVESTMENT ADVISORS INC /ADV with $960.5M in long positions as of Q3 2025, 25% allocated to Technology, and 37% concentrated in top 10 positions.

Portfolio Value
$960.5M
Top 10 Concentration
37%
Top Sector
Technology (25%)
US Exposure
98%
Market Cap Focus
Mega Cap
Countries
5

Composition Analysis

Portfolio breakdown by sector, industry, and market capitalization

Sector Allocation

Technology: 24.90%TechnologyETF: 21.30%ETFFinancial Services: 12.90%Financial ServicesHealthcare: 12.70%HealthcareIndustrials: 7.00%Consumer Cyclical: 6.70%Communication Services: 5.50%Energy: 2.70%Consumer Defensive: 2.00%Real Estate: 1.60%Utilities: 1.30%Basic Materials: 1.10%
Technology
24.90%
ETF
21.30%
Financial Services
12.90%
Healthcare
12.70%
Industrials
7.00%
Consumer Cyclical
6.70%
Communication Services
5.50%
Energy
2.70%
Consumer Defensive
2.00%
Real Estate
1.60%
Utilities
1.30%
Basic Materials
1.10%

Industry Breakdown

64 industries across all sectors

ETF: 21.32%ETFSemiconductors: 9.49%SemiconductorsSoftware - Infrastructure: 5.85%Drug Manufacturers - General: 5.49%Internet Content & Information: 4.73%Specialty Retail: 3.94%Medical - Instruments & Supplies: 3.40%Banks - Regional: 3.37%Consumer Electronics: 3.26%Financial - Credit Services: 2.94%Banks - Diversified: 2.46%Financial - Capital Markets: 2.41%Communication Equipment: 2.13%Industrial - Machinery: 1.82%Medical - Diagnostics & Research: 1.81%Restaurants: 1.80%Oil & Gas Integrated: 1.44%Software - Application: 1.43%46 more: 20.68%46 more
ETF
ETF
21.32%
Semiconductors
Technology
9.49%
Software - Infrastructure
Technology
5.85%
Drug Manufacturers - General
Healthcare
5.49%
Internet Content & Information
Communication Services
4.73%
Specialty Retail
Consumer Cyclical
3.94%
Medical - Instruments & Supplies
Healthcare
3.40%
Banks - Regional
Financial Services
3.37%
Consumer Electronics
Technology
3.26%
Financial - Credit Services
Financial Services
2.94%
Banks - Diversified
Financial Services
2.46%
Financial - Capital Markets
Financial Services
2.41%

Filter by Sector

Select a sector to filter industries

Market Cap Distribution

Mega Cap (> $200B): 43.62%Mega Cap (> $200B)Large Cap ($10B - $200B): 29.20%Large Cap ($10B - $200B)Mid Cap ($2B - $10B): 2.59%Small Cap ($300M - $2B): 3.07%Micro Cap ($50M - $300M): 0.02%N/A (ETF or Unknown): 21.50%N/A (ETF or Unknown)
Mega Cap (> $200B)
43.62%
Large Cap ($10B - $200B)
29.20%
Mid Cap ($2B - $10B)
2.59%
Small Cap ($300M - $2B)
3.07%
Micro Cap ($50M - $300M)
0.02%
N/A (ETF or Unknown)
21.50%

Portfolio Concentration

Top 10 Holdings %
36.94%
Top 20 Holdings %
53.38%
Top 50 Holdings %
79.35%
Top 100 Holdings %
96.69%

Geographic Exposure

Portfolio breakdown by country of incorporation

Domestic (US)
98.38%
International
1.62%
Countries
5
Largest Int'l Market
Ireland - 1.02%
United States of America
98.38% ($945.0M)
171 holdings
Ireland
1.02% ($9.8M)
1 holdings
Uruguay
0.51% ($4.9M)
1 holdings
Switzerland
0.05% ($508.0K)
2 holdings
Canada
0.04% ($342.4K)
2 holdings

Holding Behavior

Investment patterns and position management analysis

Portfolio Stability & Commitment

Avg. Top 10
35.7 quarters
Avg. Top 20
31.8 quarters
Avg. All Positions
25.8 quarters
Median Holding Period
21 quarters
Persistence Rate
88.14%
Persistent Holdings Weight
94.59%
Persistent Positions
156
Longest Held
Abbott Laboratories logo
Abbott LaboratoriesABT - 49 quarters

Position Sizing & Influence

Current Quarter

Avg. New Position
0.000%
Avg. Position Weight
0.56%
Largest Position
Nvidia Corp logo
Nvidia CorpNVDA - 5.10%
Largest Ownership Stake
Orange County Bancorp, Inc. Common Stock logo
Orange County Bancorp, Inc. Common StockOBT - 8.69%
Avg. Ownership Stake
0.35%
Ownership Stake >5%
1
Ownership Stake >1%
1

Historical (Since Q2 2013)

Avg. New Position
0.47%
Avg. Ownership Stake
0.25%
Largest Position
Orange County Bancorp, Inc. Common Stock logo
Orange County Bancorp, Inc. Common StockOBT - 8.78% (Q3 2015)
Largest Ownership Stake
Orange County Bancorp, Inc. Common Stock logo
Orange County Bancorp, Inc. Common StockOBT - 11.21% (Q1 2022)

Portfolio Turnover

Current Quarter

Turnover Ratio
1.9%
Value Traded
$18.47M
Positions Added
0
Positions Exited
2

Historical (Since Q2 2013)

Avg. Turnover Ratio
5.9%
Avg. Positions Added
8
Avg. Positions Exited
7
Highest Turnover
16.7%
Q1 2022
Lowest Turnover
1.6%
Q4 2013

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