$234 Million is the total value of HUDSON VALLEY INVESTMENT ADVISORS INC /ADV's 129 reported holdings in Q1 2014. The portfolio turnover from Q4 2013 to Q1 2014 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| New | TOTAL FINA ELF S A ADR | $773,000 | – | 11,780 | +100.0% | 0.33% | – | |
| CBI | New | CHICAGO BRIDGE & IRON NY | $347,000 | – | 3,978 | +100.0% | 0.15% | – |
| DVA | New | DAVITA INC | $253,000 | – | 3,675 | +100.0% | 0.11% | – |
| APC | New | ANADARKO PETROLEUM CORP | $212,000 | – | 2,505 | +100.0% | 0.09% | – |
| DE | New | DEERE & CO | $208,000 | – | 2,290 | +100.0% | 0.09% | – |
| LMT | New | LOCKHEED MARTIN CORP | $206,000 | – | 1,265 | +100.0% | 0.09% | – |
| ALB | New | ALBEMARLE CORP | $201,000 | – | 3,020 | +100.0% | 0.09% | – |
| RFMK | New | RAPID FIRE MARKETING INC | $13,000 | – | 2,135,000 | +100.0% | 0.01% | – |
| New | TRANZBYTE CORP COM | $6,000 | – | 65,000 | +100.0% | 0.00% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2014-04-11
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| ORANGE COUNTY BANCORP INC COM | 42 | Q3 2023 | 7.5% |
| MICROSOFT CORP | 42 | Q3 2023 | 6.2% |
| THE HOME DEPOT INC | 42 | Q3 2023 | 3.6% |
| THERMO FISHER SCIENTIFIC INC. | 42 | Q3 2023 | 3.2% |
| APPLE, INC. | 42 | Q3 2023 | 4.3% |
| JOHNSON & JOHNSON | 42 | Q3 2023 | 4.2% |
| JP MORGAN CHASE & CO | 42 | Q3 2023 | 2.7% |
| EXXON MOBIL CORPORATION | 42 | Q3 2023 | 4.0% |
| PEPSICO INCORPORATED | 42 | Q3 2023 | 2.3% |
| ELI LILLY & COMPANY | 42 | Q3 2023 | 3.9% |
View HUDSON VALLEY INVESTMENT ADVISORS INC /ADV's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-04-12 |
| 13F-HR | 2024-01-12 |
| 13F-HR | 2023-10-27 |
| 13F-HR | 2023-07-17 |
| 13F-HR | 2023-04-06 |
| 13F-HR | 2023-02-01 |
| 13F-HR | 2022-10-11 |
| 13F-HR | 2022-07-18 |
| 13F-HR | 2022-04-20 |
| 13F-HR | 2022-01-24 |
View HUDSON VALLEY INVESTMENT ADVISORS INC /ADV's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.