Orange Investment Advisors, Inc. Portfolio Stock Holdings
According to the SEC 13F filed on July 21, 2026, Orange Investment Advisors, Inc. disclosed 143 stock positions valued at approximately $823.02M as of quarter-end June 30, 2026. The largest holdings include ELI LILLY & CO, SPDR SERIES TRUST, and ORANGE CNTY BANCORP INC.
- Report Period
- June 30, 2026
- No. of Stocks
- 143
- Portfolio Value
- $823.02M
Holdings by Sector
Orange Investment Advisors, Inc. Portfolio Holdings in Q2 2026
| 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 |
Showing 30 of 143 holdings in the latest reporting period.