HUDSON VALLEY INVESTMENT ADVISORS INC /ADV

CIK 0000943442 • 2 13F filings • Apr 11, 2025 – Jul 21, 2025

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Filer information

Filed by: Orange Investment Advisors, Inc., Chief Compliance Officer
Address: 117 GRAND STREET, SUITE 201, GOSHEN, NY, 10924
Phone: 845-294-6127
AUM: $903.9M

AUM over time

$823.0M latest

Sector allocation over time

Past 5 quarters

Q4 2025

Q3 2025

Q2 2026

Q2 2025

Q1 2026

TechnologyHealthcareConsumer DiscretionaryConsumer StaplesFinancialsCommunicationIndustrialsEnergyReal EstateOther

Holdings by filing

Portfolio value: $903.9M142 positionsView on SEC.gov

			% of Portfolio
ABBOTT LABS	COM	$1.3M	0.1%	10,411 SH	New
ABBVIE INC	COM	$11.1M	1.2%Prev: 1.2%	48,746 SH	Decreased-1,944 SH
ADOBE INC	COM	$10.3M	1.1%	29,541 SH	New
ADVANCED MICRO DEVICES INC	COM	$3.8M	0.4%Prev: 0.4%	17,969 SH	Increased-2,837 SH
AFLAC INC	COM	$375K	0.0%Prev: 0.0%	3,399 SH	Decreased+29 SH
ALBEMARLE CORP	COM	$308K	0.0%	2,175 SH	New
ALPHABET INC	CAP STK CL A	$1.6M	0.2%	5,113 SH	New
ALPHABET INC	CAP STK CL C	$29.6M	3.3%	94,373 SH	New
ALPS ETF TR	BARRONS 400 ETF	$247K	0.0%	3,000 SH	New
AMAZON COM INC	COM	$21.2M	2.3%	91,957 SH	New
AMERICAN EXPRESS CO	COM	$13.5M	1.5%Prev: 1.5%	36,448 SH	Decreased-7,769 SH
AMERICAN TOWER CORP NEW	COM	$514K	0.1%	2,925 SH	New
AMGEN INC	COM	$230K	0.0%Prev: 0.0%	702 SH	Decreased-548 SH
AMPHENOL CORP NEW	CL A	$5.7M	0.6%	42,105 SH	New
APPLE INC	COM	$30.2M	3.3%Prev: 3.3%	111,176 SH	Decreased-11,784 SH
AT&T INC	COM	$574K	0.1%Prev: 0.1%	23,101 SH	Decreased-11,212 SH
AUTOMATIC DATA PROCESSING IN	COM	$2.0M	0.2%	7,883 SH	New
AUTOZONE INC	COM	$8.2M	0.9%Prev: 1.2%	2,411 SH	Decreased-214 SH
BAKER HUGHES COMPANY	CL A	$4.7M	0.5%	102,553 SH	New
BALCHEM CORP	COM	$229K	0.0%Prev: 0.0%	1,493 SH	Decreased-1,000 SH
BANK AMERICA CORP	COM	$3.4M	0.4%	61,614 SH	New
BLACKSTONE INC	COM	$1.7M	0.2%Prev: 0.2%	11,087 SH	Decreased-1,348 SH
BLUE OWL CAPITAL INC	COM CL A	$3.6M	0.4%	243,004 SH	New
BOEING CO	COM	$422K	0.0%Prev: 0.1%	1,942 SH	Decreased-1,122 SH
BRISTOL-MYERS SQUIBB CO	COM	$221K	0.0%	4,089 SH	New
BROADCOM INC	COM	$18.3M	2.0%Prev: 1.9%	52,923 SH	Decreased-3,564 SH
CAPITAL ONE FINL CORP	COM	$869K	0.1%	3,584 SH	New
CATERPILLAR INC	COM	$819K	0.1%Prev: 0.1%	1,429 SH	Decreased-1,200 SH
CBRE GROUP INC	CL A	$5.3M	0.6%	33,136 SH	New
CHART INDS INC	COM	$321K	0.0%	1,555 SH	New
CHEVRON CORP NEW	COM	$2.8M	0.3%	18,541 SH	New
CHIPOTLE MEXICAN GRILL INC	COM	$6.6M	0.7%Prev: 0.7%	179,471 SH	Increased+13,636 SH
CHUBB LIMITED	COM	$340K	0.0%	1,089 SH	New
CIENA CORP	COM NEW	$11.7M	1.3%	49,868 SH	New
CISCO SYS INC	COM	$7.6M	0.8%	98,454 SH	New
COCA COLA CO	COM	$322K	0.0%	4,610 SH	New
COMMERCIAL METALS CO	COM	$1.0M	0.1%Prev: 0.1%	14,610 SH	Increased
CONOCOPHILLIPS	COM	$1.1M	0.1%Prev: 0.1%	11,614 SH	Decreased-2,676 SH
CONSOLIDATED EDISON INC	COM	$306K	0.0%Prev: 0.0%	3,083 SH	Increased+700 SH
CORNING INC	COM	$398K	0.0%Prev: 0.1%	4,545 SH	Decreased-5,100 SH
COSTCO WHSL CORP NEW	COM	$1.3M	0.1%	1,482 SH	New
CSW INDUSTRIALS INC	COM	$943K	0.1%Prev: 0.1%	3,212 SH	Increased
CSX CORP	COM	$4.2M	0.5%Prev: 0.5%	116,591 SH	Decreased-23,852 SH
CVS HEALTH CORP	COM	$327K	0.0%Prev: 0.1%	4,121 SH	Decreased-3,338 SH
DANAHER CORPORATION	COM	$7.9M	0.9%	34,727 SH	New
DIGITAL RLTY TR INC	COM	$281K	0.0%	1,815 SH	New
DISNEY WALT CO	COM	$386K	0.0%	3,395 SH	New
DUKE ENERGY CORP NEW	COM NEW	$4.8M	0.5%	41,102 SH	New
ELI LILLY & CO	COM	$48.9M	5.4%	45,494 SH	New
EMERSON ELEC CO	COM	$924K	0.1%	6,962 SH	New
EXTRA SPACE STORAGE INC	COM	$367K	0.0%Prev: 0.0%	2,817 SH	Decreased+5 SH
EXXON MOBIL CORP	COM	$9.9M	1.1%Prev: 1.1%	82,278 SH	Decreased-10,475 SH
FLUOR CORP NEW	COM	$5.4M	0.6%	135,654 SH	New
GE AEROSPACE	COM NEW	$1.1M	0.1%	3,649 SH	New
GE VERNOVA INC	COM	$529K	0.1%Prev: 0.1%	809 SH	Increased-41 SH
GENERAC HLDGS INC	COM	$1.7M	0.2%	12,405 SH	New
GOLDMAN SACHS GROUP INC	COM	$5.5M	0.6%Prev: 0.7%	6,301 SH	Decreased-1,948 SH
HERSHEY CO	COM	$215K	0.0%	1,181 SH	New
HOME DEPOT INC	COM	$6.0M	0.7%	17,355 SH	New
HONEYWELL INTL INC	COM	$255K	0.0%	1,306 SH	New
HUBBELL INC	COM	$400K	0.0%Prev: 0.0%	900 SH	Increased
ILLINOIS TOOL WKS INC	COM	$362K	0.0%	1,468 SH	New
INTERNATIONAL BUSINESS MACHS	COM	$9.2M	1.0%	30,958 SH	New
INTUITIVE SURGICAL INC	COM NEW	$37.4M	4.1%	66,012 SH	New
INVESCO QQQ TR	UNIT SER 1	$1.8M	0.2%	2,867 SH	New
ISHARES TR	CORE S&P SCP ETF	$557K	0.1%	4,636 SH	New
ISHARES TR	CORE S&P500 ETF	$599K	0.1%	875 SH	New
ISHARES TR	FLTG RATE NT ETF	$8.3M	0.9%	163,882 SH	New
ISHARES TR	NEW YORK MUN ETF	$546K	0.1%	10,203 SH	New
ISHARES TR	S&P 500 GRWT ETF	$256K	0.0%	2,075 SH	New
ISHARES TR	SHRT NAT MUN ETF	$1.4M	0.2%	12,753 SH	New
ISHARES TR	U.S. TECH ETF	$873K	0.1%	4,370 SH	New
JOHNSON & JOHNSON	COM	$1.9M	0.2%Prev: 0.2%	9,107 SH	Decreased-1,995 SH
JPMORGAN CHASE & CO.	COM	$17.1M	1.9%	53,160 SH	New
KLA CORP	COM NEW	$16.8M	1.9%	13,861 SH	New
LINCOLN ELEC HLDGS INC	COM	$4.2M	0.5%	17,386 SH	New
LOCKHEED MARTIN CORP	COM	$675K	0.1%Prev: 0.1%	1,396 SH	Decreased
MARATHON PETE CORP	COM	$229K	0.0%	1,407 SH	New
MARSH & MCLENNAN COS INC	COM	$6.1M	0.7%	32,697 SH	New
MASTERCARD INCORPORATED	CL A	$655K	0.1%	1,147 SH	New
MCDONALDS CORP	COM	$5.2M	0.6%	17,157 SH	New
MEDTRONIC PLC	SHS	$9.8M	1.1%	102,409 SH	New
MERCADOLIBRE INC	COM	$4.5M	0.5%Prev: 0.5%	2,216 SH	Decreased+112 SH
MERCK & CO INC	COM	$871K	0.1%Prev: 0.1%	8,275 SH	Decreased-2,609 SH
META PLATFORMS INC	CL A	$12.8M	1.4%	19,344 SH	New
MICROSOFT CORP	COM	$35.7M	3.9%Prev: 4.5%	73,819 SH	Decreased-9,843 SH
MONDELEZ INTL INC	CL A	$3.1M	0.3%	57,985 SH	New
MORGAN STANLEY	COM NEW	$9.3M	1.0%	52,388 SH	New
NETFLIX INC	COM	$4.3M	0.5%Prev: 0.6%	45,846 SH	Decreased+41,354 SH
NEXTERA ENERGY INC	COM	$4.0M	0.4%Prev: 0.4%	50,140 SH	Decreased-5,069 SH
NORFOLK SOUTHN CORP	COM	$232K	0.0%	804 SH	New
NORTHROP GRUMMAN CORP	COM	$736K	0.1%Prev: 0.1%	1,290 SH	Decreased-580 SH
NUCOR CORP	COM	$3.7M	0.4%Prev: 0.4%	22,391 SH	Increased-4,249 SH
NUVEEN MUN VALUE FD INC	COM	$333K	0.0%	36,715 SH	New
NVIDIA CORPORATION	COM	$43.9M	4.9%	235,361 SH	New
ORACLE CORP	COM	$2.3M	0.3%Prev: 0.4%	11,725 SH	Decreased-3,360 SH
ORANGE CNTY BANCORP INC	COM	$31.5M	3.5%	1,101,617 SH	New
OSHKOSH CORP	COM	$393K	0.0%Prev: 0.0%	3,131 SH	Decreased
PEPSICO INC	COM	$5.3M	0.6%Prev: 0.6%	36,996 SH	Decreased-4,208 SH
PFIZER INC	COM	$409K	0.0%Prev: 0.1%	16,444 SH	Decreased-12,320 SH
PLATINUM GROUP METALS LTD	COM	$31K	0.0%Prev: 0.0%	13,150 SH	Decreased
PNC FINL SVCS GROUP INC	COM	$266K	0.0%	1,275 SH	New
PROCTER AND GAMBLE CO	COM	$2.5M	0.3%	17,323 SH	New
PROLOGIS INC.	COM	$4.2M	0.5%	33,112 SH	New
QUANTA SVCS INC	COM	$4.8M	0.5%	11,426 SH	New
RESMED INC	COM	$2.6M	0.3%Prev: 0.3%	11,000 SH	Decreased
ROCKWELL AUTOMATION INC	COM	$3.1M	0.3%Prev: 0.3%	7,978 SH	Decreased-1,149 SH
RTX CORPORATION	COM	$1.8M	0.2%	9,642 SH	New
SALESFORCE INC	COM	$8.3M	0.9%Prev: 0.9%	31,509 SH	Decreased-4,172 SH
SCHWAB CHARLES CORP	COM	$6.1M	0.7%	60,798 SH	New
SELECT SECTOR SPDR TR	STATE STREET COM	$8.2M	0.9%	69,308 SH	New
SELECT SECTOR SPDR TR	STATE STREET CON	$12.7M	1.4%	124,456 SH	New
SELECT SECTOR SPDR TR	STATE STREET ENE	$2.6M	0.3%	57,881 SH	New
SELECT SECTOR SPDR TR	STATE STREET FIN	$11.0M	1.2%	201,030 SH	New
SELECT SECTOR SPDR TR	STATE STREET HEA	$8.3M	0.9%	53,697 SH	New
SELECT SECTOR SPDR TR	STATE STREET IND	$6.5M	0.7%	41,595 SH	New
SELECT SECTOR SPDR TR	STATE STREET MAT	$1.3M	0.1%	27,937 SH	New
SELECT SECTOR SPDR TR	STATE STREET REA	$1.4M	0.2%	34,468 SH	New
SELECT SECTOR SPDR TR	STATE STREET TEC	$28.1M	3.1%	195,352 SH	New
SELECT SECTOR SPDR TR	STATE STREET UTI	$1.8M	0.2%	41,787 SH	New
SERVICENOW INC	COM	$4.9M	0.5%Prev: 0.6%	31,694 SH	Decreased+25,921 SH
SHERWIN WILLIAMS CO	COM	$5.1M	0.6%	15,877 SH	New
SLB LIMITED	COM STK	$3.4M	0.4%	87,993 SH	New
SOUTHERN CO	COM	$1.7M	0.2%Prev: 0.2%	19,000 SH	Decreased-1,190 SH
SPDR S&P 500 ETF TR	TR UNIT	$12.8M	1.4%	18,839 SH	New
SPDR S&P MIDCAP 400 ETF TR	UTSER1 S&PDCRP	$2.6M	0.3%	4,338 SH	New
SPDR SERIES TRUST	STATE STREET SPD	$92.4M	10.2%	2,673,734 SH	New
STARBUCKS CORP	COM	$5.2M	0.6%Prev: 0.6%	61,674 SH	Decreased-4,158 SH
SYSCO CORP	COM	$381K	0.0%Prev: 0.1%	5,174 SH	Decreased-3,970 SH
TAKE-TWO INTERACTIVE SOFTWAR	COM	$5.5M	0.6%	21,482 SH	New
TESLA INC	COM	$236K	0.0%Prev: 0.0%	525 SH	Decreased-196 SH
THERMO FISHER SCIENTIFIC INC	COM	$10.2M	1.1%Prev: 1.0%	17,633 SH	Increased-2,914 SH
TRIMBLE INC	COM	$3.1M	0.3%Prev: 0.4%	39,060 SH	Decreased-5,900 SH
UNITED RENTALS INC	COM	$6.6M	0.7%Prev: 1.1%	8,187 SH	Decreased-2,944 SH
UNITEDHEALTH GROUP INC	COM	$6.0M	0.7%Prev: 0.7%	18,182 SH	Decreased-943 SH
VALERO ENERGY CORP	COM	$232K	0.0%Prev: 0.0%	1,425 SH	Decreased
VERIZON COMMUNICATIONS INC	COM	$563K	0.1%Prev: 0.1%	13,833 SH	Decreased-8,479 SH
VISA INC	COM CL A	$11.5M	1.3%	32,735 SH	New
WALMART INC	COM	$3.6M	0.4%Prev: 0.4%	31,944 SH	Decreased-6,460 SH
WEBSTER FINL CORP	COM	$2.4M	0.3%	37,958 SH	New
WEYERHAEUSER CO MTN BE	COM NEW	$2.4M	0.3%	100,617 SH	New
WW GRAINGER INC	COM	$6.1M	0.7%	6,018 SH	New

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Bank of New York Mellon Corp — $380K
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… and 102 more

All filings

Open a filing on Jive Data

Filing Date	Quarter	Form	Accession	Portfolio	Filing
Feb 6, 2026	Q4 2025	13F-HR	0002085853-26-000219	$903.9M	View
Oct 16, 2025	Q3 2025	13F-HR	0001062993-25-016137	$960.5M	View
Jul 21, 2026	Q2 2026