You're signed outSign in or to get full access.
Hudson Valley Investment Advisors Inc. /adv
Hudson Valley Investment Advisors, Inc. is an SEC-registered investment adviser headquartered in Goshen, NY. Founded in 1995, the firm became part of Orange County Bancorp, Inc. in 2012. They provide investment management and financial planning services to individuals, trusts, estates, corporations, pension and profit-sharing plans, charitable institutions, and investment companies. As of 2025, the firm has maintained its independent investment philosophy while serving clients throughout the Hudson Valley region and beyond.
Investment Strategy
Hudson Valley Investment Advisors, Inc. offers customized investment management centered around client-specific investment profiles and objectives. Their approach includes asset allocation among equity securities, fixed income, mutual funds, ETFs, cash equivalents, and alternative assets such as private equity and hedge funds when appropriate. Investment decisions are based on thorough due diligence, fundamental analysis, and ongoing monitoring of investment vehicles. The firm also provides financial planning tailored to clients’ needs and risk tolerance, maintaining a long-term, disciplined strategy across changing market conditions.
Latest 13F Filing Activity
Hudson Valley Investment Advisors Inc. /adv filed their most recent 13F report on Sep 30, 2025 disclosing 176 equity positions with a total 13F market value of $961M. The fund increased holdings in Alphabet Inc. Class C, Apple Inc., Nvidia Corp. among other positions. Hudson Valley Investment Advisors Inc. /adv reduced exposure to Intuitive Surgical Inc., Chipotle Mexican Grill Inc., Fluor Corporation among others.
Top Holdings
Equity Positions (176)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
N NVDA | NVIDIA Corp | 5.10% | $49.0M | 262,537 | $105.96 | $186.58 | +$4.7M |
S SPIB | SPDR Portfolio Intermediate Term Corporate Bond ETF | 4.61% | $44.3M | 1,307,674 | $32.77 | $33.89 | +$3.0M |
M MSFT | Microsoft Corp | 4.51% | $43.3M | 83,662 | $86.26 | $517.95 | +$617.6K |
L LLY | Eli Lilly and Co | 3.81% | $36.6M | 47,976 | $120.16 | $763.00 | -$832.8K |
S SPSB | SPDR Portfolio Short Term Corporate Bond ETF | 3.64% | $35.0M | 1,155,275 | $30.13 | $30.29 | +$2.2M |
Industry Allocation
Ask Fintool AI Agent
Get instant answers from SEC filings, earnings calls & more