Orange Investment Advisors, Inc.
13F Reported Value
ⓘ$823.0M
Holdings
143
Latest Filing
2026-06-30
Filing Quarter
Q2 2026
Portfolio Overview
Orange Investment Advisors, Inc. disclosed 143 positions worth $823.0M in its Form 13F-HR for Q2 2026, led by $LLY (ELI LILLY & Co) at 6.0% of the equity portfolio. During the quarter the fund opened 7 new positions and exited 9 — including a new stake in $THC and a full exit from $CMG. The portfolio is most concentrated in Technology (28.1% of disclosed assets). All figures are sourced directly from Orange Investment Advisors, Inc.’s Form 13F-HR filing with the SEC under CIK 943442.
AI Fund Analysis
Concentrating
$LLY
$OBT
$NOWSector Allocation
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q2 2026
Click any card to unlockTop Holdings
- 87.5#2
Quality
$49.7M41,468 sh SPDR SERIES TRUST - ST INTER BD ETF
—Quality
$44.8M1,339,605 sh- 55.8#1,224
Quality
$39.0M1,060,922 sh SPDR SERIES TRUST - ST SHOR CORP ETF
—Quality
$35.4M1,180,398 shSELECT SECTOR SPDR TR - ST STR TECHN ETF
—Quality
$34.9M183,366 sh- 85.9
Quality
$33.3M166,403 sh - 78.6
Quality
$27.5M91,198 sh - 76.4
Quality
$26.1M90,281 sh - 79.9
Quality
$25.9M65,012 sh - 78.2
Quality
$24.6M69,548 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
| ELI LILLY & Co$LLY | 87.5#2 | $49.7M | 41,468 |
| SPDR SERIES TRUST - ST INTER BD ETF | — | $44.8M | 1,339,605 |
| Orange County Bancorp, Inc. /DE/$OBT | 55.8#1,224 | $39.0M | 1,060,922 |
| SPDR SERIES TRUST - ST SHOR CORP ETF | — | $35.4M | 1,180,398 |
| SELECT SECTOR SPDR TR - ST STR TECHN ETF | — | $34.9M | 183,366 |
 NVIDIA CORP$NVDA | 85.9 | $33.3M | 166,403 |
 KLA CORP$KLAC | 78.6 | $27.5M | 91,198 |
 Apple Inc.$AAPL | 76.4 | $26.1M | 90,281 |
 INTUITIVE SURGICAL INC$ISRG | 79.9 | $25.9M | 65,012 |
 Alphabet Inc.$GOOGL | 78.2 | $24.6M | 69,548 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of Orange Investment Advisors, Inc.'s 143 positions.
Showing top 10 of 143 holdings.
Sector Allocation
Technology
$231.1M
Other
$211.3M
Financials
$109.9M
Healthcare
$108.3M
Consumer Discretionary
$57.7M
Industrials
$38.7M
Energy
$24.5M
Consumer Staples
$9.7M
Full Holdings — Orange Investment Advisors, Inc. (Q2 2026)
All 143 disclosed positions from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.
| # | Ticker | Company | Value | Weight | QoQ | Quality |
|---|---|---|---|---|---|---|
| 1 | $LLY | ELI LILLY & Co | $49.7M | 6.0% | -3% | 87.5 |
| 2 | — | SPDR SERIES TRUST - ST INTER BD ETF | $44.8M | 5.5% | +2% | — |
| 3 | $OBT | Orange County Bancorp, Inc. /DE/ | $39.0M | 4.7% | -0% | 55.8 |
| 4 | — | SPDR SERIES TRUST - ST SHOR CORP ETF | $35.4M | 4.3% | +1% | — |
| 5 | — | SELECT SECTOR SPDR TR - ST STR TECHN ETF | $34.9M | 4.2% | -3% | — |
| 6 | $NVDA | NVIDIA CORP | $33.3M | 4.0% | -11% | 85.9 |
| 7 | $KLAC | KLA CORP | $27.5M | 3.3% | +733% | 78.6 |
| 8 | $AAPL | Apple Inc. | $26.1M | 3.2% | -7% | 76.4 |
| 9 | $ISRG | INTUITIVE SURGICAL INC | $25.9M | 3.1% | -1% | 79.9 |
| 10 | $GOOGL | Alphabet Inc. | $24.6M | 3.0% | -10% | 78.2 |
| 11 |  $MSFT | MICROSOFT CORP | $24.5M | 3.0% | -3% | 79.8 |
| 12 |  $AMZN | AMAZON COM INC | $17.7M | 2.1% | -7% | 68.7 |
| 13 |  $CIEN | CIENA CORP | $15.8M | 1.9% | -15% | 72.9 |
| 14 |  $JPM | JPMORGAN CHASE & CO | $14.1M | 1.7% | -5% | 70.7 |
| 15 |  $SPY | SPDR S&P 500 ETF TRUST | $13.3M | 1.6% | -1% | — |
| 16 |  $AVGO | Broadcom Inc. | $12.1M | 1.5% | -12% | 84.5 |
| 17 |  $ABBV | AbbVie Inc. | $11.5M | 1.4% | -0% | 72.6 |
| 18 |  $AXP | AMERICAN EXPRESS CO | $11.2M | 1.4% | -5% | 69.4 |
| 19 | — | SELECT SECTOR SPDR TR - ST STR FINL ETF | $10.5M | 1.3% | +0% | — |
| 20 |  $V | VISA INC. | $9.8M | 1.2% | -4% | 82.9 |
| 21 |  $CSCO | CISCO SYSTEMS, INC. | $9.3M | 1.1% | -10% | 70.3 |
| 22 | — | SPDR SERIES TRUST - ST STR SP600 SML | $8.8M | 1.1% | +0% | — |
| 23 | — | ISHARES TR - FLTG RATE NT ETF | $8.8M | 1.1% | -0% | — |
| 24 |  $AMD | ADVANCED MICRO DEVICES INC | $8.6M | 1.1% | -10% | 79.8 |
| 25 |  $IBM | INTERNATIONAL BUSINESS MACHINES CORP | $8.6M | 1.0% | +4% | 70 |
| 26 |  $META | Meta Platforms, Inc. | $8.5M | 1.0% | -3% | 79.6 |
| 27 |  $MS | MORGAN STANLEY | $8.3M | 1.0% | -9% | 75.8 |
| 28 | — | SELECT SECTOR SPDR TR - ST STR DISCR ETF | $8.2M | 1.0% | +0% | — |
| 29 | — | SELECT SECTOR SPDR TR - ST STR CARE ETF | $8.0M | 1.0% | -0% | — |
| 30 |  $MDT | Medtronic plc | $8.0M | 1.0% | -0% | 68.7 |
| 31 |  $TMO | THERMO FISHER SCIENTIFIC INC. | $7.6M | 0.9% | -2% | 65.1 |
| 32 | — | SELECT SECTOR SPDR TR - ST STR SVC ETF | $7.6M | 0.9% | +4% | — |
| 33 |  $XOM.R34088 | EXXON MOBIL CORP | $7.5M | 0.9% | -12% | 57.9 |
| 34 | — | SELECT SECTOR SPDR TR - ST STR INDL ETF | $7.3M | 0.9% | +1% | — |
| 35 |  $URI | UNITED RENTALS, INC. | $7.2M | 0.9% | -8% | 63.9 |
| 36 |  $AZO | AUTOZONE INC | $6.8M | 0.8% | -1% | 66.2 |
| 37 |  $GWW | W.W. GRAINGER, INC. | $6.5M | 0.8% | -7% | 61.8 |
| 38 |  $MPC | Marathon Petroleum Corp | $5.7M | 0.7% | +1490% | 61 |
| 39 |  $APH | AMPHENOL CORP /DE/ | $5.7M | 0.7% | -9% | 79.3 |
| 40 |  $FLR | FLUOR CORP | $5.6M | 0.7% | -6% | 47.6 |
| 41 |  $PWR | QUANTA SERVICES, INC. | $5.2M | 0.6% | -18% | 72.1 |
| 42 |  $SCHW | SCHWAB CHARLES CORP | $5.0M | 0.6% | +6% | 79.4 |
| 43 |  $SBUX | STARBUCKS CORP | $4.9M | 0.6% | -4% | 58.2 |
| 44 |  $THC | TENET HEALTHCARE CORP | $4.9M | 0.6% | NEW | 66.2 |
| 45 |  $GS | GOLDMAN SACHS GROUP INC | $4.7M | 0.6% | -8% | 73.5 |
| 46 |  $HD | HOME DEPOT, INC. | $4.6M | 0.6% | -10% | 60.3 |
| 47 |  $MCD | MCDONALDS CORP | $4.5M | 0.6% | -1% | 69 |
| 48 |  $SHW | SHERWIN WILLIAMS CO | $4.5M | 0.5% | -5% | 61.3 |
| 49 |  $NEM | NEWMONT Corp /DE/ | $4.4M | 0.5% | NEW | 86.8 |
| 50 |  $MRSH | MARSH & MCLENNAN COMPANIES, INC. | $4.4M | 0.5% | -4% | 66.2 |
| 51 |  $CRM | Salesforce, Inc. | $4.3M | 0.5% | -8% | 77 |
| 52 |  $DUK | Duke Energy CORP | $4.3M | 0.5% | -5% | 56.4 |
| 53 | — | SELECT SECTOR SPDR TR - ST STR STAPL ETF | $4.2M | 0.5% | +0% | — |
| 54 |  $PEP | PEPSICO INC | $4.1M | 0.5% | -5% | 63.4 |
| 55 |  $JLL | JONES LANG LASALLE INC | $4.1M | 0.5% | NEW | 64.2 |
| 56 |  $BKR | Baker Hughes Co | $4.1M | 0.5% | -8% | 60.7 |
| 57 |  $CBRE | CBRE GROUP, INC. | $4.0M | 0.5% | -2% | 62.3 |
| 58 |  $CSX | CSX CORP | $3.8M | 0.5% | -12% | 65.2 |
| 59 | $NOW | ServiceNow, Inc. | $3.7M | 0.5% | +4% | 72.9 |
| 60 |  $MELI | MERCADOLIBRE INC | $3.7M | 0.4% | -0% | 80.2 |
| 61 |  $LECO | LINCOLN ELECTRIC HOLDINGS INC | $3.6M | 0.4% | -4% | 60.1 |
| 62 |  $NUE | NUCOR CORP | $3.4M | 0.4% | -13% | 61.7 |
| 63 |  $NEE | NEXTERA ENERGY INC | $3.4M | 0.4% | -5% | 64.6 |
| 64 |  $WMT | Walmart Inc. | $3.4M | 0.4% | -3% | 60.2 |
| 65 |  $NFLX | NETFLIX INC | $3.3M | 0.4% | +7% | 78.8 |
| 66 |  $MDY | SPDR S&P MIDCAP 400 ETF TRUST | $3.2M | 0.4% | -0% | — |
| 67 |  $ALL | ALLSTATE CORP | $3.0M | 0.4% | NEW | 78.5 |
| 68 |  $ROK | ROCKWELL AUTOMATION, INC | $2.9M | 0.3% | -13% | 63.6 |
| 69 |  $ADBE | ADOBE INC. | $2.9M | 0.3% | +4% | 77.6 |
| 70 |  $SLB | SLB LIMITED/NV | $2.9M | 0.3% | -7% | 57.9 |
| 71 |  $CVX | CHEVRON CORP | $2.8M | 0.3% | -4% | 62.8 |
| 72 |  $WBS | WEBSTER FINANCIAL CORP | $2.8M | 0.3% | +0% | 63.3 |
| 73 | — | SELECT SECTOR SPDR TR - ST STR ENERG ETF | $2.8M | 0.3% | -2% | — |
| 74 |  $BAC | BANK OF AMERICA CORP /DE/ | $2.7M | 0.3% | -6% | 67.6 |
| 75 |  $MDLZ | Mondelez International, Inc. | $2.7M | 0.3% | -10% | 56.4 |
| 76 |  $GNRC | GENERAC HOLDINGS INC. | $2.4M | 0.3% | -17% | 54.4 |
| 77 |  $PG | PROCTER & GAMBLE Co | $2.3M | 0.3% | -3% | 64.6 |
| 78 | — | SPDR SERIES TRUST - ST STR P400MID | $2.3M | 0.3% | +1% | — |
| 79 |  $RMD | RESMED INC | $2.1M | 0.3% | +0% | 74.3 |
| 80 |  $JNJ | JOHNSON & JOHNSON | $2.0M | 0.3% | -2% | 69 |
| 81 |  $QQQ | INVESCO QQQ TRUST, SERIES 1 | $2.0M | 0.2% | -0% | — |
| 82 |  $TRMB | TRIMBLE INC. | $1.9M | 0.2% | +10% | 49.3 |
| 83 |  $SO | SOUTHERN CO | $1.7M | 0.2% | -2% | 62 |
| 84 |  $GOOG | Alphabet Inc. | $1.7M | 0.2% | -1% | 78.2 |
| 85 | — | SELECT SECTOR SPDR TR - ST STR UTIL ETF | $1.7M | 0.2% | -2% | — |
| 86 |  $STT | STATE STREET CORP | $1.6M | 0.2% | -0% | 71.5 |
| 87 |  $ADP | AUTOMATIC DATA PROCESSING INC | $1.5M | 0.2% | -10% | 69.8 |
| 88 |  $RTX | RTX Corp | $1.5M | 0.2% | -4% | 73.2 |
| 89 | — | SELECT SECTOR SPDR TR - ST STR MATER ETF | $1.4M | 0.2% | +1% | — |
| 90 |  $GE | GENERAL ELECTRIC CO | $1.4M | 0.2% | -0% | 73.8 |
| 91 |  $BX | Blackstone Inc. | $1.3M | 0.2% | +0% | 74.4 |
| 92 |  $ORCL | ORACLE CORP | $1.3M | 0.2% | +2% | 66.2 |
| 93 |  $UNH | UNITEDHEALTH GROUP INC | $1.3M | 0.2% | -8% | 62.7 |
| 94 |  $CAT | CATERPILLAR INC | $1.2M | 0.1% | -8% | 66.5 |
| 95 |  $GLW | CORNING INC /NY | $1.1M | 0.1% | +0% | 73.7 |
| 96 | — | ISHARES TR - U.S. TECH ETF | $1.1M | 0.1% | +0% | — |
| 97 | — | ISHARES TR - SHRT NAT MUN ETF | $1.0M | 0.1% | -24% | — |
| 98 |  $GEV | GE Vernova Inc. | $948,111 | 0.1% | -0% | 81.1 |
| 99 |  $COP | CONOCOPHILLIPS | $937,199 | 0.1% | -4% | 70.2 |
| 100 |  $ABT | ABBOTT LABORATORIES | $911,756 | 0.1% | -2% | 65.5 |
| 101 |  $MRK | Merck & Co., Inc. | $889,940 | 0.1% | -15% | 59.9 |
| 102 |  $EMR | EMERSON ELECTRIC CO | $880,169 | 0.1% | -0% | 65.3 |
| 103 |  $COST | COSTCO WHOLESALE CORP /NEW | $864,376 | 0.1% | -10% | 66.2 |
| 104 |  $COF | CAPITAL ONE FINANCIAL CORP | $740,087 | 0.1% | +3% | 62.4 |
| 105 | — | ISHARES TR - CORE S&P SCP ETF | $684,895 | 0.1% | -0% | — |
| 106 | — | ISHARES TR - CORE S&P500 ETF | $658,275 | 0.1% | +0% | — |
| 107 |  $MA | Mastercard Inc | $584,990 | 0.1% | -1% | 85.1 |
| 108 |  $MU | MICRON TECHNOLOGY INC | $570,219 | 0.1% | NEW | 86.2 |
| 109 | — | ISHARES TR - NEW YORK MUN ETF | $551,234 | 0.1% | +0% | — |
| 110 |  $LMT | LOCKHEED MARTIN CORP | $507,030 | 0.1% | -8% | 65.6 |
| 111 |  $VZ | VERIZON COMMUNICATIONS INC | $502,516 | 0.1% | -0% | 65.8 |
| 112 |  $HUBB | HUBBELL INC | $470,880 | 0.1% | +0% | 64.1 |
| 113 | — | SPDR SERIES TRUST - ST STR P500GRW | $461,799 | 0.1% | -5% | — |
| 114 |  $CB | Chubb Ltd | $442,929 | 0.1% | +19% | — |
| 115 |  $EXR | Extra Space Storage Inc. | $408,583 | 0.1% | -0% | 64.3 |
| 116 |  $ITW | ILLINOIS TOOL WORKS INC | $386,774 | 0.1% | -1% | 63.6 |
| 117 |  $OSK | OSHKOSH CORP | $376,947 | 0.1% | +0% | 45.2 |
| 118 |  $VLO | VALERO ENERGY CORP/TX | $371,127 | 0.1% | +0% | 57.8 |
| 119 | — | SPDR SERIES TRUST - ST STR P500ETF | $370,588 | 0.1% | -95% | — |
| 120 |  $BA | BOEING CO | $365,185 | 0.0% | -0% | 61.6 |
| 121 |  $KO | COCA COLA CO | $363,196 | 0.0% | -0% | 69.5 |
| 122 |  $SYY | SYSCO CORP | $355,894 | 0.0% | -3% | 54.7 |
| 123 |  $CVS | CVS HEALTH Corp | $355,263 | 0.0% | -0% | 59.4 |
| 124 |  $NUV | NUVEEN MUNICIPAL VALUE FUND INC | $338,505 | 0.0% | -0% | — |
| 125 |  $T | AT&T INC. | $335,428 | 0.0% | -3% | 65.7 |
| 126 |  $AMT | AMERICAN TOWER CORP /MA/ | $332,696 | 0.0% | -23% | 66.3 |
| 127 |  $DIS | Walt Disney Co | $320,993 | 0.0% | -0% | 60.1 |
| 128 |  $PNC | PNC FINANCIAL SERVICES GROUP, INC. | $313,931 | 0.0% | +0% | 73.7 |
| 129 | — | SPDR SERIES TRUST - ST STR P500VAL | $313,798 | 0.0% | -6% | — |
| 130 | — | ISHARES TR - S&P 500 GRWT ETF | $288,401 | 0.0% | +1% | — |
| 131 | — | ALPS ETF TR - BARRONS 400 ETF | $286,857 | 0.0% | +0% | — |
| 132 |  $DHR | DANAHER CORP /DE/ | $273,149 | 0.0% | -96% | 64.8 |
| 133 |  $NOC | NORTHROP GRUMMAN CORP /DE/ | $267,390 | 0.0% | -31% | 62.9 |
| 134 |  $AMGN | AMGEN INC | $253,484 | 0.0% | +0% | 79.2 |
| 135 |  $PFE | PFIZER INC | $250,559 | 0.0% | -13% | 62 |
| 136 |  $GTLS | CHART INDUSTRIES INC | $234,222 | 0.0% | -21% | 49 |
| 137 |  $ED | CONSOLIDATED EDISON INC | $227,566 | 0.0% | +0% | 67.3 |
| 138 |  $TXN | TEXAS INSTRUMENTS INC | $223,552 | 0.0% | NEW | 73.4 |
| 139 |  $BALL | BALL Corp | $218,400 | 0.0% | +0% | 61.1 |
| 140 |  $DVN | DEVON ENERGY CORP/DE | $212,387 | 0.0% | NEW | 74.8 |
| 141 |  $BMY | BRISTOL MYERS SQUIBB CO | $208,584 | 0.0% | -7% | 70.4 |
| 142 |  $HSY | HERSHEY CO | $204,926 | 0.0% | -0% | 65.7 |
| 143 |  $PLG | PLATINUM GROUP METALS LTD | $17,752 | 0.0% | +0% | — |
New Positions (7)
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