Orange Investment Advisors, Inc.
Q3 2026 13F filing
Updated 13 days ago137 disclosed positions worth $801.7M
Full holdings
Every line item disclosed in Q3 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | L ELI LILLY & CO | $47.4M | 41.0K | 5.91% | Trimmed(-1.2%) |
| 2 | S SPDR SERIES TRUST | $44.6M | 1.38M | 5.57% | Added(+3.2%) |
| 3 | O ORANGE CNTY BANCORP INC | $39.2M | 1.06M | 4.89% | Unchanged |
| 4 | N NVIDIA CORPORATION | $36.3M | 158.8K | 4.52% | Trimmed(-4.6%) |
| 5 | S SPDR SERIES TRUST | $36M | 1.22M | 4.49% | Added(+3.1%) |
| 6 | S SELECT SECTOR SPDR TR | $34.6M | 176.7K | 4.31% | Trimmed(-3.6%) |
| 7 | M MICROSOFT CORP | $32.3M | 63.0K | 4.03% | Trimmed(-3.8%) |
| 8 | A APPLE INC | $29M | 87.0K | 3.62% | Trimmed(-3.6%) |
| 9 | I INTUITIVE SURGICAL INC | $26.4M | 65.0K | 3.30% | Unchanged |
| 10 | G ALPHABET INC | $24M | 70.4K | 2.99% | Added(+1.2%) |
| 11 | A AMAZON COM INC | $19.7M | 79.2K | 2.46% | Added(+6.8%) |
| 12 | K KLA CORP | $16.9M | 86.9K | 2.11% | Trimmed(-4.8%) |
| 13 | J JPMORGAN CHASE & CO | $13.5M | 40.9K | 1.69% | Trimmed(-5.0%) |
| 14 | M META PLATFORMS INC | $12.6M | 17.4K | 1.58% | Added(+16.1%) |
| 15 | S STATE STR SPDR S&P 500 ETF T | $12.6M | 16.6K | 1.58% | Trimmed(-7.1%) |
| 16 | A ABBVIE INC | $11.3M | 43.3K | 1.41% | Trimmed(-5.1%) |
| 17 | A BROADCOM INC | $11.2M | 31.9K | 1.40% | Trimmed(-0.5%) |
| 18 | C CIENA CORP | $11.2M | 31.8K | 1.39% | Trimmed(-1.2%) |
| 19 | S SELECT SECTOR SPDR TR | $10M | 187.8K | 1.25% | Trimmed(-4.3%) |
| 20 | T THERMO FISHER SCIENTIFIC INC | $9.8M | 14.5K | 1.22% | Trimmed(-4.4%) |
| 21 | V VISA INC | $9.4M | 26.2K | 1.17% | Trimmed(-8.7%) |
| 22 | A ADVANCED MICRO DEVICES INC | $9.1M | 14.8K | 1.13% | Trimmed(-0.5%) |
| 23 | E ISHARES TR | $9.1M | 177.3K | 1.13% | Added(+2.7%) |
| 24 | X EXXONMOBIL HOLDINGS CORP | $8.7M | 53.2K | 1.08% | — |
| 25 | A AMERICAN EXPRESS CO | $8.6M | 28.2K | 1.07% | Trimmed(-14.8%) |
| 26 | C CISCO SYS INC | $8.4M | 78.2K | 1.05% | Trimmed(-0.7%) |
| 27 | M MEDTRONIC PLC | $8.3M | 95.7K | 1.03% | Trimmed(-5.9%) |
| 28 | S SELECT SECTOR SPDR TR | $8.1M | 72.8K | 1.01% | Added(+3.1%) |
| 29 | A SPDR SERIES TRUST | $8M | 150.6K | 0.99% | Trimmed(-1.8%) |
| 30 | S SELECT SECTOR SPDR TR | $7.9M | 47.1K | 0.99% | Trimmed(-6.1%) |
| 31 | A AUTOZONE INC | $7.7M | 2.7K | 0.96% | Added(+28.8%) |
| 32 | S SELECT SECTOR SPDR TR | $7.6M | 70.1K | 0.95% | Added(+0.1%) |
| 33 | M MARATHON PETE CORP | $7.6M | 19.3K | 0.95% | Trimmed(-13.8%) |
| 34 | M MORGAN STANLEY | $7.2M | 38.4K | 0.90% | Trimmed(-3.2%) |
| 35 | I INTERNATIONAL BUSINESS MACHS | $6.9M | 31.3K | 0.86% | Added(+2.5%) |
| 36 | S SELECT SECTOR SPDR TR | $6.5M | 38.9K | 0.81% | Trimmed(-0.8%) |
| 37 | T TENET HEALTHCARE CORP | $6.1M | 23.9K | 0.76% | Trimmed(-8.7%) |
| 38 | U UNITED RENTALS INC | $6.1M | 6.1K | 0.76% | Trimmed(-4.5%) |
| 39 | G WW GRAINGER INC | $5.7M | 4.6K | 0.71% | Trimmed(-3.4%) |
| 40 | C SALESFORCE INC | $5.7M | 24.7K | 0.71% | Trimmed(-10.3%) |
| 41 | A AMPHENOL CORP | $4.7M | 56.2K | 0.59% | Added(+74.4%) |
| 42 | S CHARLES SCHWAB CORP (THE) | $4.7M | 48.2K | 0.59% | Trimmed(-10.5%) |
| 43 | N NEWMONT CORP | $4.6M | 40.0K | 0.58% | Trimmed(-15.3%) |
| 44 | ? N/A AMERICAN CENTY ETF TR | $4.5M | 40.8K | 0.56% | — |
| 45 | M MARSH & MCLENNAN COS INC | $4.2M | 24.8K | 0.53% | Trimmed(-5.6%) |
| 46 | P QUANTA SVCS INC | $4.2M | 6.6K | 0.53% | Trimmed(-9.6%) |
| 47 | J JONES LANG LASALLE INC | $4.1M | 13.3K | 0.51% | Added(+0.3%) |
| 48 | S SHERWIN WILLIAMS CO | $4M | 12.3K | 0.50% | Trimmed(-5.0%) |
| 49 | N NETFLIX INC. | $4M | 57.1K | 0.50% | Added(+24.6%) |
| 50 | A SELECT SECTOR SPDR TR | $3.9M | 48.5K | 0.49% | Trimmed(-4.3%) |