Orange Investment Advisors, Inc. Portfolio Stock Holdings
According to the SEC 13F filed on October 23, 2026, Orange Investment Advisors, Inc. disclosed 137 stock positions valued at approximately $801.75M as of quarter-end September 30, 2026. The largest holdings include ELI LILLY & CO, SPDR SERIES TRUST, and ORANGE CNTY BANCORP INC.
- Report Period
- September 30, 2026
- No. of Stocks
- 137
- Portfolio Value
- $801.75M
Holdings by Sector
Orange Investment Advisors, Inc. Portfolio Holdings in Q3 2026
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| ELI LILLY & CO | LLY | Healthcare | 5.91% | 40,985 | -483 | -1.16% | $47,422,928 |
| SPDR SERIES TRUST | SPIB | Other | 5.57% | 1,382,436 | +42,831 | +3.20% | $44,625,032 |
| ORANGE CNTY BANCORP INC | OBT | Financial Services | 4.89% | 1,060,922 | - | - | $39,201,068 |
| NVIDIA CORPORATION | NVDA | Technology | 4.52% | 158,797 | -7,606 | -4.57% | $36,266,169 |
| SPDR SERIES TRUST | SPSB | Other | 4.49% | 1,216,752 | +36,354 | +3.08% | $36,003,690 |
| SELECT SECTOR SPDR TR | XLK | Other | 4.31% | 176,670 | -6,696 | -3.65% | $34,583,161 |
| MICROSOFT CORP | MSFT | Technology | 4.03% | 63,045 | -2,502 | -3.82% | $32,336,019 |
| APPLE INC | AAPL | Technology | 3.62% | 87,038 | -3,243 | -3.59% | $28,985,623 |
| INTUITIVE SURGICAL INC | ISRG | Healthcare | 3.30% | 65,012 | - | - | $26,435,830 |
| ALPHABET INC | GOOG | Communication Services | 2.99% | 70,410 | +862 | +1.24% | $23,991,498 |
| AMAZON COM INC | AMZN | Consumer Cyclical | 2.46% | 79,191 | +5,038 | +6.79% | $19,730,440 |
| KLA CORP | KLAC | Technology | 2.11% | 86,862 | -4,336 | -4.75% | $16,932,006 |
| JPMORGAN CHASE & CO | JPM | Financial Services | 1.69% | 40,894 | -2,173 | -5.05% | $13,529,187 |
| META PLATFORMS INC | META | Communication Services | 1.58% | 17,436 | +2,420 | +16.12% | $12,643,887 |
| STATE STR SPDR S&P 500 ETF T | SPY | Other | 1.58% | 16,577 | -1,270 | -7.12% | $12,642,120 |
| ABBVIE INC | ABBV | Healthcare | 1.41% | 43,265 | -2,318 | -5.09% | $11,317,829 |
| BROADCOM INC | AVGO | Technology | 1.40% | 31,903 | -165 | -0.51% | $11,204,005 |
| CIENA CORP | CIEN | Technology | 1.39% | 31,785 | -392 | -1.22% | $11,182,432 |
| SELECT SECTOR SPDR TR | XLF | Other | 1.25% | 187,806 | -8,393 | -4.28% | $10,028,842 |
| THERMO FISHER SCIENTIFIC INC | TMO | Healthcare | 1.22% | 14,460 | -659 | -4.36% | $9,760,899 |
| VISA INC | V | Financial Services | 1.17% | 26,167 | -2,482 | -8.66% | $9,402,602 |
| ADVANCED MICRO DEVICES INC | AMD | Technology | 1.13% | 14,806 | -79 | -0.53% | $9,057,718 |
| ISHARES TR | FLOT | Other | 1.13% | 177,284 | +4,705 | +2.73% | $9,050,348 |
| EXXONMOBIL HOLDINGS CORP | XOM | Energy | 1.08% | 53,247 | -1,605 | -2.93% | $8,665,958 |
| AMERICAN EXPRESS CO | AXP | Financial Services | 1.07% | 28,153 | -4,908 | -14.85% | $8,561,330 |
| CISCO SYS INC | CSCO | Technology | 1.05% | 78,205 | -572 | -0.73% | $8,417,179 |
| MEDTRONIC PLC | MDT | Healthcare | 1.03% | 95,692 | -6,000 | -5.90% | $8,257,261 |
| SELECT SECTOR SPDR TR | XLC | Other | 1.01% | 72,846 | +2,180 | +3.08% | $8,083,719 |
| SPDR SERIES TRUST | SPSM | Other | 0.99% | 150,608 | -2,789 | -1.82% | $7,961,139 |
| SELECT SECTOR SPDR TR | XLV | Other | 0.99% | 47,097 | -3,067 | -6.11% | $7,932,069 |
Showing 30 of 137 holdings in the latest reporting period.