Orange Investment Advisors, Inc.

hedge fundUpdated 51 days ago

Managed by Hudson Valley Investment Advisors Inc /Adv • Latest filing Q2 2026

Portfolio value

$823M

Q2 2026

Filings

13

Quarterly 13F history

Top-10 concentration

100.0%

Weight of largest holdings

Annualized return

3.7%

Implied from 13F holdings

Portfolio value history

13F-disclosed portfolio value over 13 quarters

Show data table

Period	Portfolio value
Q2 2023	$738.5M
Q3 2023	$709.3M
Q4 2023	$730.2M
Q1 2024	$834.9M
Q2 2024	$769.5M
Q3 2024	$903.6M
Q4 2024	$882.9M
Q1 2025	$837.1M
Q2 2025	$913.4M
Q3 2025	$960.5M
Q4 2025	$903.9M
Q1 2026	$771.4M
Q2 2026	$823M

Top holdings

143 positions as of Q2 2026

#	Stock	Value	Shares	% Portfolio	Change
1	L LLY ELI LILLY & CO	$49.7M	41.5K	6.04%	Trimmed(-3.2%)
2	S STT-PG SPDR SERIES TRUST	$44.8M	1.34M	5.45%	Added(+2.1%)
3	O OBT ORANGE CNTY BANCORP INC	$39M	1.06M	4.74%	Trimmed(-0.1%)
4	S STT-PG SPDR SERIES TRUST	$35.4M	1.18M	4.30%	Added(+1.4%)
5	S STT-PG SELECT SECTOR SPDR TR	$34.9M	183.4K	4.24%	Trimmed(-2.8%)
6	N NVDA NVIDIA CORPORATION	$33.3M	166.4K	4.05%	Trimmed(-10.5%)
7	K KLAC KLA CORP	$27.5M	91.2K	3.34%	Added(+732.7%)
8	A AAPL APPLE INC	$26.1M	90.3K	3.17%	Trimmed(-6.8%)
9	I ISRG INTUITIVE SURGICAL INC	$25.9M	65.0K	3.14%	Trimmed(-1.2%)
10	G GOOGN ALPHABET INC	$24.6M	69.5K	2.99%	Trimmed(-9.7%)
11	M MSFT MICROSOFT CORP	$24.5M	65.5K	2.97%	Trimmed(-3.3%)
12	A AMZN AMAZON COM INC	$17.7M	74.2K	2.15%	Trimmed(-7.2%)
13	C CIEN CIENA CORP	$15.8M	32.2K	1.92%	Trimmed(-15.0%)
14	J JPM-PM JPMORGAN CHASE & CO	$14.1M	43.1K	1.71%	Trimmed(-5.1%)
15	S SPY STATE STR SPDR S&P 500 ETF T	$13.3M	17.8K	1.62%	Trimmed(-1.1%)
16	A AVGO BROADCOM INC	$12.1M	32.1K	1.47%	Trimmed(-12.3%)
17	A ABBV ABBVIE INC	$11.5M	45.6K	1.39%	Trimmed(-0.1%)
18	A AXP AMERICAN EXPRESS CO	$11.2M	33.1K	1.36%	Trimmed(-5.5%)
19	S STT-PG SELECT SECTOR SPDR TR	$10.5M	196.2K	1.28%	Added(+0.1%)
20	V V VISA INC	$9.8M	28.6K	1.19%	Trimmed(-4.0%)

L

ELI LILLY & CO

-3.2%

Value

$49.7M

Shares

41.5K

% Port

6.04%

S

SPDR SERIES TRUST

+2.1%

Value

$44.8M

Shares

1.34M

% Port

5.45%

O

ORANGE CNTY BANCORP INC

-0.1%

Value

$39M

Shares

1.06M

% Port

4.74%

S

SPDR SERIES TRUST

+1.4%

Value

$35.4M

Shares

1.18M

% Port

4.30%

S

SELECT SECTOR SPDR TR

-2.8%

Value

$34.9M

Shares

183.4K

% Port

4.24%

N

NVIDIA CORPORATION

-10.5%

Value

$33.3M

Shares

166.4K

% Port

4.05%

K

KLA CORP

+732.7%

Value

$27.5M

Shares

91.2K

% Port

3.34%

A

APPLE INC

-6.8%

Value

$26.1M

Shares

90.3K

% Port

3.17%

I

INTUITIVE SURGICAL INC

-1.2%

Value

$25.9M

Shares

65.0K

% Port

3.14%

G

ALPHABET INC

-9.7%

Value

$24.6M

Shares

69.5K

% Port

2.99%

M

MICROSOFT CORP

-3.3%

Value

$24.5M

Shares

65.5K

% Port

2.97%

A

AMAZON COM INC

-7.2%

Value

$17.7M

Shares

74.2K

% Port

2.15%

C

CIENA CORP

-15.0%

Value

$15.8M

Shares

32.2K

% Port

1.92%

J

JPMORGAN CHASE & CO

-5.1%

Value

$14.1M

Shares

43.1K

% Port

1.71%

S

15.SPY

STATE STR SPDR S&P 500 ETF T

-1.1%

Value

$13.3M

Shares

17.8K

% Port

1.62%

A

BROADCOM INC

-12.3%

Value

$12.1M

Shares

32.1K

% Port

1.47%

A

ABBVIE INC

-0.1%

Value

$11.5M

Shares

45.6K

% Port

1.39%

A

18.AXP

AMERICAN EXPRESS CO

-5.5%

Value

$11.2M

Shares

33.1K

% Port

1.36%

S

SELECT SECTOR SPDR TR

+0.1%

Value

$10.5M

Shares

196.2K

% Port

1.28%

V

20.V

VISA INC

-4.0%

Value

$9.8M

Shares

28.6K

% Port

1.19%

View full portfolio (143 holdings) →

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