Orange Investment Advisors Inc. Portfolio Shifts in Q3 2026

Orange Investment Advisors Inc. saw its portfolio value reach $801.7 million as of September 30, 2026. The firm's holdings underwent significant changes during the quarter, with both new positions and adjustments to existing stocks.

Significant Purchases

The firm made several notable purchases during this period. AMPHENOL CORP (APH) saw a substantial increase in its position, with a 74.44% rise in shares held, indicating strong confidence in the company. Similarly, AMERICAN CENTY ETF TR (AVDV) experienced a 100% increase in shares, suggesting a significant new investment. Other companies where Orange Investment Advisors Inc. increased its stake include MU, COST, and BANCO SANTANDER SA (SAN), which entered the portfolio entirely.

Major Sales

Conversely, the firm divested a considerable portion of its holdings. The most significant sale was FLUOR CORP (FLR), which saw a staggering 95.65% reduction in its position, effectively exiting the stock almost completely. This was not the only large exit; the firm also sold out of NEWMONT CORP (NEM) entirely, reducing its allocation by 15.27%.

Other Portfolio Changes

Several other holdings experienced changes, albeit less dramatic than the major buys and sells. The firm slightly reduced its position in LLY (-1.16%), NVDA (-4.57%), and XLK (-3.65%). On the positive side, MSFT gained a small percentage (+0.03%) and AAPL also saw a slight increase (+0.03%).

Overall Portfolio Activity

Orange Investment Advisors Inc. managed a total of 137 holdings during this quarter. The top five holdings accounted for 25.38% of the total portfolio value. The portfolio is diversified across 11 sectors, with Technology and Healthcare being the largest allocations at 22.67% and 14.72% respectively. The firm demonstrated activity in both buying and selling large positions, as indicated by the 'has_large_buys' and 'has_large_sells' flags.