$312 Million is the total value of HUDSON VALLEY INVESTMENT ADVISORS INC /ADV's 155 reported holdings in Q2 2016. The portfolio turnover from Q1 2016 to Q2 2016 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| SJM | New | SMUCKER J M CO | $1,629,000 | – | 10,687 | +100.0% | 0.52% | – |
| PKI | New | PERKINELMER INC | $290,000 | – | 5,540 | +100.0% | 0.09% | – |
| ED | New | CONSOLIDATED EDISON INC | $252,000 | – | 3,130 | +100.0% | 0.08% | – |
| ALB | New | ALBEMARLE CORP | $232,000 | – | 2,920 | +100.0% | 0.07% | – |
| EPD | New | ENTERPRISE PRD PRTNRS LP | $224,000 | – | 7,647 | +100.0% | 0.07% | – |
| EGN | New | ENERGEN CORPORATION | $202,000 | – | 4,200 | +100.0% | 0.06% | – |
| EBAY | New | EBAY INC COM | $201,000 | – | 8,580 | +100.0% | 0.06% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2016-08-17
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| ORANGE COUNTY BANCORP INC COM | 45 | Q2 2024 | 7.5% |
| MICROSOFT CORP | 45 | Q2 2024 | 6.2% |
| THE HOME DEPOT INC | 45 | Q2 2024 | 3.6% |
| APPLE, INC. | 45 | Q2 2024 | 4.3% |
| THERMO FISHER SCIENTIFIC INC. | 45 | Q2 2024 | 3.2% |
| JP MORGAN CHASE & CO | 45 | Q2 2024 | 2.7% |
| JOHNSON & JOHNSON | 45 | Q2 2024 | 4.2% |
| EXXON MOBIL CORPORATION | 45 | Q2 2024 | 4.0% |
| ELI LILLY & COMPANY | 45 | Q2 2024 | 4.8% |
| PEPSICO INCORPORATED | 45 | Q2 2024 | 2.3% |
View HUDSON VALLEY INVESTMENT ADVISORS INC /ADV's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| N-PX | 2024-08-26 |
| 13F-HR | 2024-07-02 |
| 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 |
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.