Back to Orange Investment Advisors, Inc.

Orange Investment Advisors, Inc.

Q2 2026 13F filing

Updated 51 days ago

143 disclosed positions worth $823M

Portfolio value
$823M
Total holdings
143
New positions
7
Closed positions
9
Increased
26
Decreased
98
Turnover
11.2%
Filed
2026-07-21

Full holdings

Every line item disclosed in Q2 2026

L
1.LLY

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
3.OBT

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
11.MSFT

MICROSOFT CORP

-3.3%
Value
$24.5M
Shares
65.5K
% Port
2.97%
A
12.AMZN

AMAZON COM INC

-7.2%
Value
$17.7M
Shares
74.2K
% Port
2.15%
C
13.CIEN

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
16.AVGO

BROADCOM INC

-12.3%
Value
$12.1M
Shares
32.1K
% Port
1.47%
A
17.ABBV

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%
C
21.CSCO

CISCO SYS INC

-9.8%
Value
$9.3M
Shares
78.8K
% Port
1.12%
A
22.ARCC

SPDR SERIES TRUST

+0.0%
Value
$8.8M
Shares
153.4K
% Port
1.07%
E
23.ETHA

ISHARES TR

-0.5%
Value
$8.8M
Shares
172.6K
% Port
1.07%
A
24.AMD

ADVANCED MICRO DEVICES INC

-9.8%
Value
$8.6M
Shares
14.9K
% Port
1.05%
I
25.IBM

INTERNATIONAL BUSINESS MACHS

+4.5%
Value
$8.6M
Shares
30.5K
% Port
1.04%
M
26.META

META PLATFORMS INC

-3.2%
Value
$8.5M
Shares
15.0K
% Port
1.03%
M

MORGAN STANLEY

-9.3%
Value
$8.3M
Shares
39.7K
% Port
1.01%
S

SELECT SECTOR SPDR TR

+0.0%
Value
$8.2M
Shares
70.0K
% Port
1.00%
S

SELECT SECTOR SPDR TR

-0.5%
Value
$8M
Shares
50.2K
% Port
0.97%
M
30.MDT

MEDTRONIC PLC

-0.1%
Value
$8M
Shares
101.7K
% Port
0.97%
T
31.TMO

THERMO FISHER SCIENTIFIC INC

-1.8%
Value
$7.6M
Shares
15.1K
% Port
0.92%
S

SELECT SECTOR SPDR TR

+4.2%
Value
$7.6M
Shares
70.7K
% Port
0.92%
X
33.XOM

EXXON MOBIL CORP

-12.1%
Value
$7.5M
Shares
54.9K
% Port
0.91%
S

SELECT SECTOR SPDR TR

+1.1%
Value
$7.3M
Shares
39.2K
% Port
0.88%
U
35.URI

UNITED RENTALS INC

-8.0%
Value
$7.2M
Shares
6.4K
% Port
0.88%
A
36.AZO

AUTOZONE INC

-1.0%
Value
$6.8M
Shares
2.1K
% Port
0.82%
G
37.GWW

WW GRAINGER INC

-7.0%
Value
$6.5M
Shares
4.8K
% Port
0.79%
M
38.MPC

MARATHON PETE CORP

+1490.4%
Value
$5.7M
Shares
22.4K
% Port
0.70%
A
39.APH

AMPHENOL CORP

-8.6%
Value
$5.7M
Shares
32.2K
% Port
0.69%
F
40.FLR

FLUOR CORP

-6.5%
Value
$5.6M
Shares
106.0K
% Port
0.67%
P
41.PWR

QUANTA SVCS INC

-18.1%
Value
$5.2M
Shares
7.3K
% Port
0.64%
S

SCHWAB CHARLES CORP

+6.5%
Value
$5M
Shares
53.8K
% Port
0.60%
S
43.SBUX

STARBUCKS CORP

-4.5%
Value
$4.9M
Shares
48.4K
% Port
0.60%
T
44.THC

TENET HEALTHCARE CORP

Value
$4.9M
Shares
26.2K
% Port
0.60%
G

GOLDMAN SACHS GROUP INC

-7.8%
Value
$4.7M
Shares
4.6K
% Port
0.57%
H
46.HD

HOME DEPOT INC

-10.1%
Value
$4.6M
Shares
12.9K
% Port
0.55%
M
47.MCD

MCDONALDS CORP

-0.6%
Value
$4.5M
Shares
16.8K
% Port
0.55%
S
48.SHW

SHERWIN WILLIAMS CO

-5.4%
Value
$4.5M
Shares
13.0K
% Port
0.54%
N

NEWMONT CORP

Value
$4.4M
Shares
47.2K
% Port
0.54%
M
50.MRSH

MARSH & MCLENNAN COS INC

-3.6%
Value
$4.4M
Shares
26.3K
% Port
0.53%