HUDSON VALLEY INVESTMENT ADVISORS INC /ADV
Securities ▲▼ | Shares | Value ($K) | |||||
|---|---|---|---|---|---|---|---|
Q4 2025 ▲▼ | Q1 2026 ▲▼ | Change ▲▼ | Q4 2025 ▲▼ | Q1 2026 ▲▼ | Weight (%) ▲▼ | Change ▲▼ | |
| CIENA CORP(CIEN) | 49,868 | 37,872 | -11,996 | 11,662,864 | 14,703,045 | 1.91% | +3,040,181 |
| ORANGE CNTY BANCORP INC | 1,101,617 | 1,061,490 | -40,127 | 31,451,165 | 33,946,449 | 4.40% | +2,495,284 |
| SPDR SERIES TRUST | 62,193 | 93,547 | +31,354 | 4,989,122 | 7,160,088 | 0.93% | +2,170,966 |
| CHEVRON CORPORATION(CVX) | 18,541 | 17,876 | -665 | 2,825,822 | 3,698,541 | 0.48% | +872,719 |
| SPDR SERIES TRUST | 1,135,263 | 1,163,729 | +28,466 | 34,284,945 | 34,993,332 | 4.54% | +708,387 |
| EXXON MOBIL CORP(XOM) | 82,278 | 62,373 | -19,905 | 9,901,345 | 10,582,138 | 1.37% | +680,793 |
| SELECT SECTOR SPDR TR | 57,881 | 53,000 | -4,881 | 2,587,861 | 3,246,780 | 0.42% | +658,919 |
| SPDR SERIES TRUST | 1,283,687 | 1,311,594 | +27,907 | 43,401,452 | 43,990,863 | 5.70% | +589,411 |
| ISHARES TR | 163,882 | 173,356 | +9,474 | 8,335,029 | 8,832,488 | 1.14% | +497,459 |
| SPDR SERIES TRUST | 150,565 | 153,348 | +2,783 | 7,055,480 | 7,409,770 | 0.96% | +354,290 |
| WALMART INC(WMT) | 31,944 | 30,872 | -1,072 | 3,558,838 | 3,836,716 | 0.50% | +277,878 |
| COTERRA ENERGY INC | 0 | 7,476 | +7,476 | 0 | 262,707 | 0.03% | +262,707 |
| GENERAC HLDGS INC(GNRC) | 12,405 | 9,752 | -2,653 | 1,691,674 | 1,904,863 | 0.25% | +213,189 |
| PHILLIPS 66(PSX) | 0 | 1,158 | +1,158 | 0 | 210,964 | 0.03% | +210,964 |
| BALL CORP | 0 | 3,500 | +3,500 | 0 | 206,885 | 0.03% | +206,885 |
| BAKER HUGHES COMPANY(BKR) | 102,553 | 79,680 | -22,873 | 4,670,215 | 4,864,461 | 0.63% | +194,246 |
| CORNING INC(GLW) | 4,545 | 4,295 | -250 | 397,960 | 583,991 | 0.08% | +186,031 |
| STATE STR SPDR S&P MIDCAP 40(MDY) | 4,338 | 4,532 | +194 | 2,617,034 | 2,795,166 | 0.36% | +178,132 |
| GE VERNOVA INC(GEV) | 809 | 809 | 0 | 528,738 | 706,176 | 0.09% | +177,438 |
| CONOCOPHILLIPS(COP) | 11,614 | 9,359 | -2,255 | 1,087,182 | 1,235,388 | 0.16% | +148,206 |
| SPDR SERIES TRUST | 31,765 | 33,515 | +1,750 | 1,839,510 | 1,984,756 | 0.26% | +145,246 |
| SELECT SECTOR SPDR TR | 27,937 | 28,013 | +76 | 1,266,948 | 1,399,805 | 0.18% | +132,857 |
| SOUTHERN CO(SO) | 19,000 | 18,510 | -490 | 1,656,800 | 1,786,585 | 0.23% | +129,785 |
| SELECT SECTOR SPDR TR | 51,862 | 50,676 | -1,186 | 4,028,638 | 4,154,423 | 0.54% | +125,785 |
| WEBSTER FINL CORP(WBS) | 37,958 | 36,210 | -1,748 | 2,389,077 | 2,513,697 | 0.33% | +124,620 |
| VALERO ENERGY CORP(VLO) | 1,425 | 1,425 | 0 | 231,976 | 352,089 | 0.05% | +120,113 |
| MARATHON PETE CORP(MPC) | 1,407 | 1,407 | 0 | 228,821 | 343,562 | 0.04% | +114,741 |
| MERCK & CO INC(MRK) | 8,275 | 8,125 | -150 | 870,989 | 977,303 | 0.13% | +106,314 |
| JOHNSON & JOHNSON(JNJ) | 9,107 | 8,087 | -1,020 | 1,884,690 | 1,976,789 | 0.26% | +92,099 |
| CHUBB LTD SWITZ | 1,089 | 1,308 | +219 | 339,874 | 426,316 | 0.06% | +86,442 |
| SELECT SECTOR SPDR TR | 34,468 | 35,994 | +1,526 | 1,390,790 | 1,469,642 | 0.19% | +78,852 |
| CATERPILLAR INC(CAT) | 1,429 | 1,254 | -175 | 818,631 | 888,409 | 0.12% | +69,778 |
| QUANTA SVCS INC | 11,426 | 8,886 | -2,540 | 4,822,456 | 4,878,565 | 0.63% | +56,109 |
| HUBBELL INC(HUBB) | 900 | 900 | 0 | 399,700 | 441,666 | 0.06% | +41,966 |
| VERIZON COMMUNICATIONS INC(VZ) | 13,833 | 11,889 | -1,944 | 563,411 | 596,807 | 0.08% | +33,396 |
| SLB LIMITED(SLB) | 87,993 | 66,313 | -21,680 | 3,377,175 | 3,407,820 | 0.44% | +30,645 |
| HERSHEY CO(HSY) | 1,181 | 1,172 | -9 | 214,919 | 243,647 | 0.03% | +28,728 |
| ISHARES TR | 4,636 | 4,626 | -10 | 557,155 | 575,058 | 0.07% | +17,903 |
| COCA COLA CO(KO) | 4,610 | 4,470 | -140 | 322,285 | 339,944 | 0.04% | +17,659 |
| AMGEN INC(AMGN) | 702 | 700 | -2 | 229,772 | 246,295 | 0.03% | +16,523 |
| BRISTOL-MYERS SQUIBB CO(BMY) | 4,089 | 3,889 | -200 | 220,559 | 235,866 | 0.03% | +15,307 |
| ILLINOIS TOOL WKS INC(ITW) | 1,468 | 1,443 | -25 | 361,569 | 375,597 | 0.05% | +14,028 |
| MCDONALDS CORP(MCD) | 17,157 | 16,892 | -265 | 5,243,567 | 5,249,915 | 0.68% | +6,348 |
| EXTRA SPACE STORAGE INC(EXR) | 2,817 | 2,817 | 0 | 366,830 | 369,394 | 0.05% | +2,564 |
| ALPS ETF TR | 3,000 | 3,000 | 0 | 247,050 | 249,015 | 0.03% | +1,965 |
| PNC FINL SVCS GROUP INC(PNC) | 1,275 | 1,275 | 0 | 266,131 | 265,315 | 0.03% | -816 |
| NORFOLK SOUTHN CORP(NSC) | 804 | 804 | 0 | 232,131 | 230,748 | 0.03% | -1,383 |
| AFLAC INC(AFL) | 3,399 | 3,399 | 0 | 374,808 | 372,905 | 0.05% | -1,903 |
| DIGITAL RLTY TR INC(DLR) | 1,815 | 1,545 | -270 | 280,799 | 278,424 | 0.04% | -2,375 |
| ISHARES TR | 12,753 | 12,753 | 0 | 1,360,744 | 1,358,196 | 0.18% | -2,548 |
| NUVEEN MUN VALUE FD INC(NUV) | 36,715 | 36,715 | 0 | 332,631 | 330,060 | 0.04% | -2,571 |
| ISHARES TR | 10,203 | 10,203 | 0 | 545,961 | 541,983 | 0.07% | -3,978 |
| PLATINUM GROUP METALS LTD | 13,150 | 13,150 | 0 | 31,034 | 23,276 | 0.00% | -7,758 |
| LOCKHEED MARTIN CORP(LMT) | 1,396 | 1,087 | -309 | 675,441 | 657,132 | 0.09% | -18,309 |
| SPDR SERIES TRUST | 5,771 | 5,464 | -307 | 327,850 | 309,153 | 0.04% | -18,697 |
| ISHARES TR | 2,075 | 2,075 | 0 | 255,764 | 234,703 | 0.03% | -21,061 |
| SELECT SECTOR SPDR TR | 41,787 | 38,304 | -3,483 | 1,783,888 | 1,757,768 | 0.23% | -26,120 |
| CHART INDS INC(GTLS) | 1,555 | 1,417 | -138 | 320,688 | 292,965 | 0.04% | -27,723 |
| ISHARES TR | 875 | 875 | 0 | 599,322 | 571,559 | 0.07% | -27,763 |
| OSHKOSH CORP(OSK) | 3,131 | 2,456 | -675 | 393,349 | 361,547 | 0.05% | -31,802 |
| AMERICAN TOWER CORP(AMT) | 2,925 | 2,640 | -285 | 513,537 | 455,609 | 0.06% | -57,928 |
| DISNEY WALT CO(DIS) | 3,395 | 3,345 | -50 | 386,249 | 322,390 | 0.04% | -63,859 |
| SYSCO CORP(SYY) | 5,174 | 4,374 | -800 | 381,277 | 312,002 | 0.04% | -69,275 |
| CONSOLIDATED EDISON INC(ED) | 3,083 | 2,057 | -1,026 | 306,203 | 232,812 | 0.03% | -73,391 |
| PFIZER INC(PFE) | 16,444 | 11,909 | -4,535 | 409,464 | 334,412 | 0.04% | -75,052 |
| CVS HEALTH CORP(CVS) | 4,121 | 3,446 | -675 | 327,055 | 247,504 | 0.03% | -79,551 |
| SPDR SERIES TRUST | 4,490 | 4,067 | -423 | 479,085 | 398,200 | 0.05% | -80,885 |
| MASTERCARD INCORPORATED(MA) | 1,147 | 1,147 | 0 | 654,799 | 573,110 | 0.07% | -81,689 |
| BOEING CO(BA) | 1,942 | 1,692 | -250 | 421,648 | 336,759 | 0.04% | -84,889 |
| AT&T INC(T) | 23,101 | 16,763 | -6,338 | 573,834 | 485,966 | 0.06% | -87,868 |
| GE AEROSPACE(GE) | 3,649 | 3,649 | 0 | 1,124,002 | 1,035,475 | 0.13% | -88,527 |
| FLUOR CORP(FLR) | 135,654 | 113,309 | -22,345 | 5,375,958 | 5,285,871 | 0.69% | -90,087 |
| ISHARES TR | 4,370 | 4,250 | -120 | 872,601 | 771,035 | 0.10% | -101,566 |
| PROCTER & GAMBLE CO(PG) | 17,323 | 16,416 | -907 | 2,482,625 | 2,371,185 | 0.31% | -111,440 |
| EMERSON ELEC CO(EMR) | 6,962 | 6,162 | -800 | 923,935 | 807,285 | 0.10% | -116,650 |
| DUKE ENERGY CORP NEW(DUK) | 41,102 | 35,603 | -5,499 | 4,817,549 | 4,661,855 | 0.60% | -155,694 |
| WEYERHAEUSER CO(WY) | 100,617 | 90,994 | -9,623 | 2,383,630 | 2,222,990 | 0.29% | -160,640 |
| MONDELEZ INTL INC(MDLZ) | 57,985 | 51,173 | -6,812 | 3,121,342 | 2,949,606 | 0.38% | -171,736 |
| RESMED INC(RMD) | 11,000 | 11,000 | 0 | 2,649,570 | 2,469,280 | 0.32% | -180,290 |
| SELECT SECTOR SPDR TR | 41,595 | 38,779 | -2,816 | 6,452,206 | 6,271,727 | 0.81% | -180,479 |
| INVESCO QQQ TR | 2,867 | 2,720 | -147 | 1,761,226 | 1,569,932 | 0.20% | -191,294 |
| NETFLIX INC.(NFLX) | 45,846 | 42,662 | -3,184 | 4,298,519 | 4,101,948 | 0.53% | -196,571 |
| ALPHABET INC(GOOG) | 5,113 | 4,876 | -237 | 1,600,369 | 1,402,143 | 0.18% | -198,226 |
| NORTHROP GRUMMAN CORP(NOC) | 1,290 | 765 | -525 | 735,568 | 521,913 | 0.07% | -213,655 |
| CAPITAL ONE FINL CORP(COF) | 3,584 | 3,584 | 0 | 868,618 | 653,829 | 0.08% | -214,789 |
| NEXTERA ENERGY INC(NEE) | 50,140 | 40,893 | -9,247 | 4,025,241 | 3,798,144 | 0.49% | -227,097 |
| BALCHEM CORP | 1,493 | 0 | -1,493 | 228,966 | 0 | — | -228,966 |
| RTX CORPORATION(RTX) | 9,642 | 7,966 | -1,676 | 1,768,342 | 1,536,643 | 0.20% | -231,699 |
| TESLA INC(TSLA) | 525 | 0 | -525 | 236,103 | 0 | — | -236,103 |
| ABBOTT LABORATORIES | 10,411 | 10,261 | -150 | 1,304,395 | 1,053,497 | 0.14% | -250,898 |
| HONEYWELL INTL INC(HON) | 1,306 | 0 | -1,306 | 254,787 | 0 | — | -254,787 |
| COSTCO WHOLESALE CORPORATION(COST) | 1,482 | 1,022 | -460 | 1,277,987 | 1,018,351 | 0.13% | -259,636 |
| ALBEMARLE CORP(ALB) | 2,175 | 0 | -2,175 | 307,632 | 0 | — | -307,632 |
| PEPSICO INC(PEP) | 36,996 | 31,869 | -5,127 | 5,309,629 | 4,948,904 | 0.64% | -360,725 |
| BLACKSTONE INC(BX) | 11,087 | 11,087 | 0 | 1,708,950 | 1,274,894 | 0.17% | -434,056 |
| AUTOMATIC DATA PROCESSING IN | 7,883 | 7,650 | -233 | 2,027,749 | 1,554,329 | 0.20% | -473,420 |
| ADVANCED MICRO DEVICES INC(AMD) | 17,969 | 16,493 | -1,476 | 3,848,240 | 3,355,168 | 0.43% | -493,072 |
| WW GRAINGER INC(GWW) | 6,018 | 5,112 | -906 | 6,072,403 | 5,576,200 | 0.72% | -496,203 |
| CSX CORP(CSX) | 116,591 | 90,253 | -26,338 | 4,226,393 | 3,704,880 | 0.48% | -521,513 |
| PROLOGIS INC.(PLD) | 33,112 | 27,366 | -5,746 | 4,227,023 | 3,617,165 | 0.47% | -609,858 |