Fund Holdings

HUDSON VALLEY INVESTMENT ADVISORS INC /ADV

Filing Period:
Securities
SharesValue ($K)
Q1 2026
Q2 2026
Change
Q1 2026
Q2 2026
Weight (%)
Change
SPDR SERIES TRUST
ST INTER BD ETF
01,339,605+1,339,605044,823,1845.45%+44,823,184
SPDR SERIES TRUST
ST SHOR CORP ETF
01,180,398+1,180,398035,423,7464.30%+35,423,746
SELECT SECTOR SPDR TR
ST STR TECHN ETF
0183,366+183,366034,934,8974.24%+34,934,897
KLA CORP(KLAC)10,95291,198+80,24616,125,81727,515,3593.34%+11,389,542
SELECT SECTOR SPDR TR
ST STR FINL ETF
0196,199+196,199010,518,2381.28%+10,518,238
ELI LILLY & CO(LLY)42,83841,468-1,37039,401,10049,737,9566.04%+10,336,856
SPDR SERIES TRUST
ST STR SP600 SML
0153,397+153,39708,846,4071.07%+8,846,407
SELECT SECTOR SPDR TR
ST STR DISCR ETF
070,000+70,00008,209,6011.00%+8,209,601
SELECT SECTOR SPDR TR
ST STR CARE ETF
050,164+50,16407,959,0280.97%+7,959,028
SELECT SECTOR SPDR TR
ST STR SVC ETF
070,666+70,66607,570,4520.92%+7,570,452
SELECT SECTOR SPDR TR
ST STR INDL ETF
039,192+39,19207,259,5350.88%+7,259,535
MARATHON PETE CORP(MPC)1,40722,377+20,970343,5625,721,1220.70%+5,377,560
ADVANCED MICRO DEVICES INC(AMD)16,49314,885-1,6083,355,1688,646,8431.05%+5,291,675
ORANGE CNTY BANCORP INC1,061,4901,060,922-56833,946,44939,020,7124.74%+5,074,263
TENET HEALTHCARE CORP(THC)026,219+26,21904,905,0470.60%+4,905,047
NEWMONT CORP(NEM)047,198+47,19804,408,2990.54%+4,408,299
SELECT SECTOR SPDR TR
ST STR STAPL ETF
050,709+50,70904,212,4030.51%+4,212,403
JONES LANG LASALLE INC(JLL)013,237+13,23704,102,8150.50%+4,102,815
ALLSTATE CORP(ALL)012,541+12,54102,983,9900.36%+2,983,990
SELECT SECTOR SPDR TR
ST STR ENERG ETF
051,987+51,98702,761,0390.34%+2,761,039
ALPHABET INC(GOOG)77,03969,548-7,49122,099,41424,573,4002.99%+2,473,986
CISCO SYS INC(CSCO)87,37978,777-8,6026,779,7319,253,1161.12%+2,473,385
SPDR SERIES TRUST
ST STR P400MID
033,727+33,72702,278,5870.28%+2,278,587
UNITED RENTALS INC(URI)6,9116,358-5535,035,0807,202,9200.88%+2,167,840
SELECT SECTOR SPDR TR
ST STR UTIL ETF
037,524+37,52401,701,3320.21%+1,701,332
STATE STR SPDR S&P 500 ETF T(SPY)18,04317,847-19611,734,08213,327,5991.62%+1,593,517
SELECT SECTOR SPDR TR
ST STR REAL ETF
035,843+35,84301,578,1760.19%+1,578,176
APPLE INC(AAPL)96,84390,281-6,56224,577,83426,123,7553.17%+1,545,921
ABBVIE INC(ABBV)45,65245,583-699,928,84411,470,5131.39%+1,541,669
INTERNATIONAL BUSINESS MACHS(IBM)29,19430,503+1,3097,076,3378,577,7391.04%+1,501,402
SELECT SECTOR SPDR TR
ST STR MATER ETF
028,380+28,38001,442,5630.18%+1,442,563
AMPHENOL CORP35,26932,236-3,0334,456,2445,683,8570.69%+1,227,613
MORGAN STANLEY(MS)43,74839,691-4,0577,199,5378,296,9251.01%+1,097,388
CIENA CORP(CIEN)37,87232,177-5,69514,703,04515,784,7451.92%+1,081,700
AMAZON COM INC(AMZN)79,92574,153-5,77216,645,98517,673,6232.15%+1,027,638
WW GRAINGER INC(GWW)5,1124,755-3575,576,2006,468,7130.79%+892,513
NVIDIA CORPORATION(NVDA)185,997166,403-19,59432,438,04433,295,5714.05%+857,527
VISA INC(V)29,84628,649-1,1979,020,9619,829,1941.19%+808,233
BROADCOM INC(AVGO)36,57832,068-4,51011,321,24512,113,6781.47%+792,433
JPMORGAN CHASE & CO(JPM)45,36143,067-2,29413,343,43614,097,1801.71%+753,744
AMERICAN EXPRESS CO(AXP)34,96833,061-1,90710,577,12011,182,8781.36%+605,758
MICRON TECHNOLOGY INC(MU)0494+4940570,2190.07%+570,219
CORNING INC(GLW)4,2954,2950583,9911,097,0720.13%+513,081
GENERAC HLDGS INC(GNRC)9,7528,134-1,6181,904,8632,381,7030.29%+476,840
ROCKWELL AUTOMATION INC(ROK)6,7835,870-9132,434,2822,906,1180.35%+471,836
SPDR SERIES TRUST
ST STR P500GRW
03,881+3,8810461,7990.06%+461,799
GOLDMAN SACHS GROUP INC(GS)5,0254,633-3924,251,1264,685,6690.57%+434,543
INVESCO QQQ TR2,7202,710-101,569,9321,995,6440.24%+425,712
NUCOR CORP(NUE)17,86915,469-2,4003,021,4753,445,7250.42%+424,250
STARBUCKS CORP(SBUX)50,69448,419-2,2754,541,7064,947,9720.60%+406,266
STATE STR SPDR S&P MIDCAP 40(MDY)4,5324,519-132,795,1663,178,3900.39%+383,224
UNITEDHEALTH GROUP INC(UNH)3,3903,108-282917,1771,291,5870.16%+374,410
SPDR SERIES TRUST
ST STR P500ETF
04,217+4,2170370,5880.05%+370,588
QUANTA SVCS INC8,8867,277-1,6094,878,5655,239,6990.64%+361,134
CATERPILLAR INC(CAT)1,2541,154-100888,4091,228,8950.15%+340,486
ALPHABET INC(GOOG)4,8764,842-341,402,1431,730,3860.21%+328,243
GE AEROSPACE(GE)3,6493,640-91,035,4751,360,3770.17%+324,902
SPDR SERIES TRUST
ST STR P500VAL
05,162+5,1620313,7980.04%+313,798
ISHARES TR4,2504,270+20771,0351,077,0220.13%+305,987
FLUOR CORP(FLR)113,309105,975-7,3345,285,8715,552,0230.67%+266,152
WEBSTER FINL CORP(WBS)36,21036,21002,513,6972,767,1670.34%+253,470
BANK OF AMER CORP50,63747,649-2,9882,468,5332,715,0150.33%+246,482
GE VERNOVA INC(GEV)809807-2706,176948,1110.12%+241,935
TEXAS INSTRS INC(TXN)0750+7500223,5520.03%+223,552
SCHWAB CHARLES CORP(SCHW)50,54553,830+3,2854,750,2154,966,8910.60%+216,676
DEVON ENERGY CORP NEW(DVN)05,140+5,1400212,3870.03%+212,387
ISHARES TR4,6264,618-8575,058684,8950.08%+109,837
CVS HEALTH CORP(CVS)3,4463,434-12247,504355,2630.04%+107,759
LINCOLN ELEC HLDGS INC(LECO)13,88613,389-4973,458,7413,554,9420.43%+96,201
CSX CORP(CSX)90,25379,778-10,4753,704,8803,791,8320.46%+86,952
ISHARES TR875879+4571,559658,2750.08%+86,716
CAPITAL ONE FINL CORP(COF)3,5843,689+105653,829740,0870.09%+86,258
EMERSON ELEC CO(EMR)6,1626,149-13807,285880,1690.11%+72,884
SHERWIN WILLIAMS CO(SHW)13,70912,964-7454,394,4144,463,7770.54%+69,363
ISHARES TR2,0752,097+22234,703288,4010.04%+53,698
PNC FINL SVCS GROUP INC(PNC)1,2751,2750265,315313,9310.04%+48,616
JOHNSON & JOHNSON(JNJ)8,0877,963-1241,976,7892,022,3650.25%+45,576
SYSCO CORP(SYY)4,3744,258-116312,002355,8940.04%+43,892
EXTRA SPACE STORAGE INC(EXR)2,8172,812-5369,394408,5830.05%+39,189
ALPS ETF TR
BARRONS 400 ETF
3,0003,0000249,015286,8570.03%+37,842
BLACKSTONE INC(BX)11,08711,104+171,274,8941,306,6070.16%+31,713
HUBBELL INC(HUBB)9009000441,666470,8800.06%+29,214
BOEING CO(BA)1,6921,687-5336,759365,1850.04%+28,426
COCA COLA CO(KO)4,4704,469-1339,944363,1960.04%+23,252
VALERO ENERGY CORP(VLO)1,4251,4250352,089371,1270.05%+19,038
CHUBB LIMITED
COM
1,3081,300-8426,316442,9290.05%+16,613
ORACLE CORP(ORCL)8,6708,816+1461,275,5211,292,0620.16%+16,541
OSHKOSH CORP(OSK)2,4562,4560361,547376,9470.05%+15,400
MASTERCARD INCORPORATED(MA)1,1471,139-8573,110584,9900.07%+11,880
BALL CORP3,5003,5000206,885218,4000.03%+11,515
ILLINOIS TOOL WKS INC(ITW)1,4431,430-13375,597386,7740.05%+11,177
THERMO FISHER SCIENTIFIC INC(TMO)15,40215,119-2837,570,3217,579,8310.92%+9,510
ISHARES TR10,20310,226+23541,983551,2340.07%+9,251
NUVEEN MUN VALUE FD INC(NUV)36,71536,714-1330,060338,5050.04%+8,445
AMGEN INC(AMGN)7007000246,295253,4840.03%+7,189
DISNEY WALT CO(DIS)3,3453,335-10322,390320,9930.04%-1,397
CONSOLIDATED EDISON INC(ED)2,0572,0570232,812227,5660.03%-5,246
PLATINUM GROUP METALS LTD13,15013,150023,27617,7520.00%-5,524
AUTOMATIC DATA PROCESSING IN7,6506,902-7481,554,3291,545,7080.19%-8,621
ISHARES TR
FLTG RATE NT ETF
173,356172,579-7778,832,4888,810,1571.07%-22,331
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