Orange Investment Advisors, Inc. Portfolio Stock Holdings
Orange Investment Advisors, Inc. disclosed 143 stock positions valued at approximately $823.0 million in its latest SEC 13F filing. The largest holdings include ELI LILLY & CO, SPDR SERIES TRUST, and ORANGE CNTY BANCORP INC. The filing reflects positions held as of June 30, 2026 and was filed on July 21, 2026.
- Report Period
- June 30, 2026
- No. of Stocks
- 143
- Portfolio Value
- $823.0M
Holdings by Sector
Orange Investment Advisors, Inc. Portfolio Holdings in Q2 2026
143 holdings in the latest reporting period.
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| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| ELI LILLY & CO | LLY | Healthcare | 6.04% | 41,468 | -1,370 | -3.20% | $49,737,956 |
| SPDR SERIES TRUST | SPIB | Other | 5.45% | 1,339,605 | +28,011 | +2.14% | $44,823,184 |
| ORANGE CNTY BANCORP INC | OBT | Financial Services | 4.74% | 1,060,922 | -568 | -0.05% | $39,020,712 |
| SPDR SERIES TRUST | SPSB | Other | 4.30% | 1,180,398 | +16,669 | +1.43% | $35,423,746 |
| SELECT SECTOR SPDR TR | XLK | Other | 4.24% | 183,366 | -5,342 | -2.83% | $34,934,897 |
| NVIDIA CORPORATION | NVDA | Technology | 4.05% | 166,403 | -19,594 | -10.53% | $33,295,571 |
| KLA CORP | KLAC | Technology | 3.34% | 91,198 | +80,246 | +732.71% | $27,515,359 |
| APPLE INC | AAPL | Technology | 3.17% | 90,281 | -6,562 | -6.78% | $26,123,755 |
| INTUITIVE SURGICAL INC | ISRG | Healthcare | 3.14% | 65,012 | -800 | -1.22% | $25,853,972 |
| ALPHABET INC | GOOG | Communication Services | 2.99% | 69,548 | -7,491 | -9.72% | $24,573,400 |
| MICROSOFT CORP | MSFT | Technology | 2.97% | 65,547 | -2,207 | -3.26% | $24,450,346 |
| AMAZON COM INC | AMZN | Consumer Cyclical | 2.15% | 74,153 | -5,772 | -7.22% | $17,673,623 |
| CIENA CORP | CIEN | Technology | 1.92% | 32,177 | -5,695 | -15.04% | $15,784,745 |
| JPMORGAN CHASE & CO | JPM | Financial Services | 1.71% | 43,067 | -2,294 | -5.06% | $14,097,180 |
| STATE STR SPDR S&P 500 ETF T | SPY | Other | 1.62% | 17,847 | -196 | -1.09% | $13,327,599 |
| BROADCOM INC | AVGO | Technology | 1.47% | 32,068 | -4,510 | -12.33% | $12,113,678 |
| ABBVIE INC | ABBV | Healthcare | 1.39% | 45,583 | -69 | -0.15% | $11,470,513 |
| AMERICAN EXPRESS CO | AXP | Financial Services | 1.36% | 33,061 | -1,907 | -5.45% | $11,182,878 |
| SELECT SECTOR SPDR TR | XLF | Other | 1.28% | 196,199 | +103 | +0.05% | $10,518,238 |
| VISA INC | V | Financial Services | 1.19% | 28,649 | -1,197 | -4.01% | $9,829,194 |
| CISCO SYS INC | CSCO | Technology | 1.12% | 78,777 | -8,602 | -9.84% | $9,253,116 |
| SPDR SERIES TRUST | SPSM | Other | 1.07% | 153,397 | +49 | +0.03% | $8,846,407 |
| ISHARES TR | FLOT | Other | 1.07% | 172,579 | -777 | -0.45% | $8,810,157 |
| ADVANCED MICRO DEVICES INC | AMD | Technology | 1.05% | 14,885 | -1,608 | -9.75% | $8,646,843 |
| INTERNATIONAL BUSINESS MACHS | IBM | Technology | 1.04% | 30,503 | +1,309 | +4.48% | $8,577,739 |
| META PLATFORMS INC | META | Communication Services | 1.03% | 15,016 | -497 | -3.20% | $8,458,350 |
| MORGAN STANLEY | MS | Financial Services | 1.01% | 39,691 | -4,057 | -9.27% | $8,296,925 |
| SELECT SECTOR SPDR TR | XLY | Other | 1.00% | 70,000 | +11 | +0.02% | $8,209,601 |
| SELECT SECTOR SPDR TR | XLV | Other | 0.97% | 50,164 | -234 | -0.46% | $7,959,028 |
| MEDTRONIC PLC | MDT | Other | 0.97% | 101,692 | -48 | -0.05% | $7,955,367 |
| THERMO FISHER SCIENTIFIC INC | TMO | Healthcare | 0.92% | 15,119 | -283 | -1.84% | $7,579,831 |
| SELECT SECTOR SPDR TR | XLC | Other | 0.92% | 70,666 | +2,839 | +4.19% | $7,570,452 |
| EXXON MOBIL CORP | XOM | Energy | 0.91% | 54,852 | -7,521 | -12.06% | $7,499,363 |
| SELECT SECTOR SPDR TR | XLI | Other | 0.88% | 39,192 | +413 | +1.07% | $7,259,535 |
| UNITED RENTALS INC | URI | Industrials | 0.88% | 6,358 | -553 | -8.00% | $7,202,920 |
| AUTOZONE INC | AZO | Consumer Cyclical | 0.82% | 2,117 | -21 | -0.98% | $6,765,839 |
| WW GRAINGER INC | GWW | Industrials | 0.79% | 4,755 | -357 | -6.98% | $6,468,713 |
| MARATHON PETE CORP | MPC | Energy | 0.70% | 22,377 | +20,970 | +1490.41% | $5,721,122 |
| AMPHENOL CORP | APH | Technology | 0.69% | 32,236 | -3,033 | -8.60% | $5,683,857 |
| FLUOR CORP | FLR | Industrials | 0.67% | 105,975 | -7,334 | -6.47% | $5,552,023 |
| QUANTA SVCS INC | PWR | Industrials | 0.64% | 7,277 | -1,609 | -18.11% | $5,239,699 |
| SCHWAB CHARLES CORP | SCHW | Financial Services | 0.60% | 53,830 | +3,285 | +6.50% | $4,966,891 |
| STARBUCKS CORP | SBUX | Consumer Cyclical | 0.60% | 48,419 | -2,275 | -4.49% | $4,947,972 |
| TENET HEALTHCARE CORP | THC | Healthcare | 0.60% | 26,219 | +26,219 | +100.00% | $4,905,047 |
| GOLDMAN SACHS GROUP INC | GS | Financial Services | 0.57% | 4,633 | -392 | -7.80% | $4,685,669 |
| HOME DEPOT INC | HD | Consumer Cyclical | 0.55% | 12,942 | -1,448 | -10.06% | $4,564,416 |
| MCDONALDS CORP | MCD | Consumer Cyclical | 0.55% | 16,796 | -96 | -0.57% | $4,540,025 |
| SHERWIN WILLIAMS CO | SHW | Basic Materials | 0.54% | 12,964 | -745 | -5.43% | $4,463,777 |
| NEWMONT CORP | NEM | Basic Materials | 0.54% | 47,198 | +47,198 | +100.00% | $4,408,299 |
| MARSH & MCLENNAN COS INC | MMC | Financial Services | 0.53% | 26,268 | -985 | -3.61% | $4,378,087 |
| SALESFORCE INC | CRM | Technology | 0.52% | 27,549 | -2,368 | -7.92% | $4,315,828 |
| DUKE ENERGY CORP NEW | DUK | Utilities | 0.52% | 33,777 | -1,826 | -5.13% | $4,275,481 |
| SELECT SECTOR SPDR TR | XLP | Other | 0.51% | 50,709 | +33 | +0.07% | $4,212,403 |
| PEPSICO INC | PEP | Consumer Defensive | 0.50% | 30,389 | -1,480 | -4.64% | $4,114,649 |
| JONES LANG LASALLE INC | JLL | Real Estate | 0.50% | 13,237 | +13,237 | +100.00% | $4,102,815 |
| BAKER HUGHES COMPANY | BKR | Energy | 0.50% | 73,486 | -6,194 | -7.77% | $4,078,483 |
| CBRE GROUP INC | CBRE | Real Estate | 0.48% | 29,522 | -657 | -2.18% | $3,976,317 |
| CSX CORP | CSX | Industrials | 0.46% | 79,778 | -10,475 | -11.61% | $3,791,832 |
| SERVICENOW INC | NOW | Technology | 0.45% | 37,453 | +1,498 | +4.17% | $3,718,338 |
| MERCADOLIBRE INC | MELI | Consumer Cyclical | 0.44% | 2,155 | -4 | -0.19% | $3,657,884 |
| LINCOLN ELEC HLDGS INC | LECO | Industrials | 0.43% | 13,389 | -497 | -3.58% | $3,554,942 |
| NUCOR CORP | NUE | Basic Materials | 0.42% | 15,469 | -2,400 | -13.43% | $3,445,725 |
| NEXTERA ENERGY INC | NEE | Utilities | 0.41% | 38,900 | -1,993 | -4.87% | $3,414,247 |
| WALMART INC | WMT | Consumer Defensive | 0.41% | 30,023 | -849 | -2.75% | $3,400,350 |
| NETFLIX INC. | NFLX | Communication Services | 0.40% | 45,804 | +3,142 | +7.36% | $3,270,403 |
| STATE STR SPDR S&P MIDCAP 40 | MDY | Other | 0.39% | 4,519 | -13 | -0.29% | $3,178,390 |
| ALLSTATE CORP | ALL | Financial Services | 0.36% | 12,541 | +12,541 | +100.00% | $2,983,990 |
| ROCKWELL AUTOMATION INC | ROK | Industrials | 0.35% | 5,870 | -913 | -13.46% | $2,906,118 |
| ADOBE INC | ADBE | Technology | 0.35% | 14,041 | +498 | +3.68% | $2,878,666 |
| SLB LIMITED | SLB | Energy | 0.35% | 61,429 | -4,884 | -7.37% | $2,855,831 |
| CHEVRON CORPORATION | CVX | Energy | 0.35% | 17,138 | -738 | -4.13% | $2,840,793 |
| WEBSTER FINL CORP | WBS | Financial Services | 0.34% | 36,210 | - | - | $2,767,167 |
| SELECT SECTOR SPDR TR | XLE | Other | 0.34% | 51,987 | -1,013 | -1.91% | $2,761,039 |
| BANK OF AMER CORP | BAC | Financial Services | 0.33% | 47,649 | -2,988 | -5.90% | $2,715,015 |
| MONDELEZ INTL INC | MDLZ | Consumer Defensive | 0.32% | 46,158 | -5,015 | -9.80% | $2,669,776 |
| GENERAC HLDGS INC | GNRC | Industrials | 0.29% | 8,134 | -1,618 | -16.59% | $2,381,703 |
| PROCTER & GAMBLE CO | PG | Consumer Defensive | 0.28% | 15,925 | -491 | -2.99% | $2,335,302 |
| SPDR SERIES TRUST | SPMD | Other | 0.28% | 33,727 | +212 | +0.63% | $2,278,587 |
| RESMED INC | RMD | Healthcare | 0.26% | 11,000 | - | - | $2,143,680 |
| JOHNSON & JOHNSON | JNJ | Healthcare | 0.25% | 7,963 | -124 | -1.53% | $2,022,365 |
| INVESCO QQQ TR | QQQ | Other | 0.24% | 2,710 | -10 | -0.37% | $1,995,644 |
| TRIMBLE INC | TRMB | Technology | 0.23% | 36,258 | +3,346 | +10.17% | $1,855,692 |
| SOUTHERN CO | SO | Utilities | 0.21% | 18,133 | -377 | -2.04% | $1,735,510 |
| ALPHABET INC | GOOGL | Communication Services | 0.21% | 4,842 | -34 | -0.70% | $1,730,386 |
| SELECT SECTOR SPDR TR | XLU | Other | 0.21% | 37,524 | -780 | -2.04% | $1,701,332 |
| SELECT SECTOR SPDR TR | XLRE | Other | 0.19% | 35,843 | -151 | -0.42% | $1,578,176 |
| AUTOMATIC DATA PROCESSING IN | ADP | Technology | 0.19% | 6,902 | -748 | -9.78% | $1,545,708 |
| RTX CORPORATION | RTX | Industrials | 0.18% | 7,655 | -311 | -3.90% | $1,452,382 |
| SELECT SECTOR SPDR TR | XLB | Other | 0.18% | 28,380 | +367 | +1.31% | $1,442,563 |
| GE AEROSPACE | GE | Industrials | 0.17% | 3,640 | -9 | -0.25% | $1,360,377 |
| BLACKSTONE INC | BX | Financial Services | 0.16% | 11,104 | +17 | +0.15% | $1,306,607 |
| ORACLE CORP | ORCL | Technology | 0.16% | 8,816 | +146 | +1.68% | $1,292,062 |
| UNITEDHEALTH GROUP INC | UNH | Healthcare | 0.16% | 3,108 | -282 | -8.32% | $1,291,587 |
| CATERPILLAR INC | CAT | Industrials | 0.15% | 1,154 | -100 | -7.97% | $1,228,895 |
| CORNING INC | GLW | Technology | 0.13% | 4,295 | - | - | $1,097,072 |
| ISHARES TR | IYW | Other | 0.13% | 4,270 | +20 | +0.47% | $1,077,022 |
| ISHARES TR | SUB | Other | 0.13% | 9,715 | -3,038 | -23.82% | $1,034,355 |
| GE VERNOVA INC | GEV | Utilities | 0.12% | 807 | -2 | -0.25% | $948,111 |
| CONOCOPHILLIPS | COP | Energy | 0.11% | 9,015 | -344 | -3.68% | $937,199 |
| ABBOTT LABORATORIES | ABT | Healthcare | 0.11% | 10,048 | -213 | -2.08% | $911,756 |