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Orange Investment Advisors, Inc. Portfolio
$801.7M across 137 positions as of 2026-09-30, with 44% of it in the ten largest. 4 quarters on file.
How the reported portfolio did
Each 13F's long stock positions, held to the next quarter's end, against the S&P 500. Yearly rates, on closes without dividends.
1 year
+12.8%
-1.7% a year vs the S&P 500
3 years
+18.3%
-3.0% a year vs the S&P 500
5 years
+10.3%
-1.9% a year vs the S&P 500
Quarters ahead
9 of 21
| Quarter | Portfolio | S&P 500 |
|---|---|---|
| Jun 30, 2026 to Sep 30, 2026 | +0.3% | +2.1% |
| Mar 31, 2026 to Jun 30, 2026 | +13.3% | +14.8% |
| Dec 31, 2025 to Mar 31, 2026 | -5.3% | -4.6% |
| Sep 30, 2025 to Dec 31, 2025 | +4.9% | +2.4% |
| Jun 30, 2025 to Sep 30, 2025 | +6.1% | +7.8% |
| Mar 31, 2025 to Jun 30, 2025 | +8.9% | +10.5% |
| Dec 31, 2024 to Mar 31, 2025 | -4.5% | -4.6% |
| Sep 30, 2024 to Dec 31, 2024 | -0.6% | +2.1% |
Largest first
Share is of this manager's reported book. A holding with no symbol is one this site does not track as a company; the filing's own name for it is shown instead.
| Holding | Value | Share | Shares |
|---|---|---|---|
| LLYEli Lilly and Co | $47.4M | 5.9% | 40,985 |
| SPIBSPDR Portfolio Intermediate Term Corporate Bond ETF | $44.6M | 5.6% | 1,382,436 |
| ORANGE CNTY BANCORP INC | $39.2M | 4.9% | 1,060,922 |
| NVDANVIDIA Corp | $36.3M | 4.5% | 158,797 |
| SPSBState Street SPDR Portfolio Short Term Corporate Bond ETF | $36M | 4.5% | 1,216,752 |
| XLKState Street Technology Select Sector SPDR ETF | $34.6M | 4.3% | 176,670 |
| MSFTMicrosoft Corp | $32.3M | 4.0% | 63,045 |
| AAPLApple Inc | $29M | 3.6% | 87,038 |
| ISRGIntuitive Surgical Inc | $26.4M | 3.3% | 65,012 |
| GOOGAlphabet Inc | $24M | 3.0% | 70,410 |
| AMZNAmazon.com Inc | $19.7M | 2.5% | 79,191 |
| KLACKLA Corp | $16.9M | 2.1% | 86,862 |
| JPMJPMorgan Chase & Co | $13.5M | 1.7% | 40,894 |
| METAMeta Platforms Inc | $12.6M | 1.6% | 17,436 |
| SPYState Street SPDR S&P 500 ETF Trust | $12.6M | 1.6% | 16,577 |
| ABBVAbbVie Inc | $11.3M | 1.4% | 43,265 |
| AVGOBroadcom Inc | $11.2M | 1.4% | 31,903 |
| CIENCiena Corp | $11.2M | 1.4% | 31,785 |
| XLFState Street Financial Select Sector SPDR ETF | $10M | 1.3% | 187,806 |
| TMOThermo Fisher Scientific Inc | $9.8M | 1.2% | 14,460 |
| VVisa Inc | $9.4M | 1.2% | 26,167 |
| AMDAdvanced Micro Devices Inc | $9.1M | 1.1% | 14,806 |
| FLOTiShares Floating Rate Bond ETF | $9.1M | 1.1% | 177,284 |
| XOMExxonmobil Holdings Corp | $8.7M | 1.1% | 53,247 |
| AXPAmerican Express Co | $8.6M | 1.1% | 28,153 |
| CSCOCisco Systems Inc | $8.4M | 1.0% | 78,205 |
| MEDTRONIC PLC | $8.3M | 1.0% | 95,692 |
| XLCThe Communication Services Select Sector SPDR Fund | $8.1M | 1.0% | 72,846 |
| SPSMState Street SPDR Portfolio S&P 600 Small Cap ETF | $8M | 1.0% | 150,608 |
| XLVState Street Health Care Select Sector SPDR ETF | $7.9M | 1.0% | 47,097 |
| AZOAutozone Inc | $7.7M | 1.0% | 2,726 |
| XLYSPDR Select Sector Fund - Consumer Discretionary | $7.6M | 1.0% | 70,090 |
| MPCMarathon Petroleum Corp | $7.6M | 1.0% | 19,290 |
| MSMorgan Stanley | $7.2M | 0.9% | 38,411 |
| IBMInternational Business Machines Corp | $6.9M | 0.9% | 31,252 |
| XLIState Street Industrial Select Sector SPDR ETF | $6.5M | 0.8% | 38,870 |
| THCTenet Healthcare Corp | $6.1M | 0.8% | 23,933 |
| URIUnited Rentals Inc | $6.1M | 0.8% | 6,070 |
| GWWWW Grainger Inc | $5.7M | 0.7% | 4,592 |
| CRMSalesforce Inc | $5.7M | 0.7% | 24,720 |
| APHAmphenol Corp | $4.7M | 0.6% | 56,233 |
| SCHWCharles Schwab Corp | $4.7M | 0.6% | 48,162 |
| NEMNewmont Corporation | $4.6M | 0.6% | 39,992 |
| AVDVAvantis International Small Cap Value ETF | $4.5M | 0.6% | 40,815 |
| MRSHMarsh & McLennan Companies Inc | $4.2M | 0.5% | 24,788 |
| PWRQuanta Services Inc | $4.2M | 0.5% | 6,580 |
| JLLJones Lang LaSalle Inc | $4.1M | 0.5% | 13,273 |
| SHWSherwin-Williams Co | $4M | 0.5% | 12,322 |
| NFLXNetflix Inc | $4M | 0.5% | 57,081 |
| XLPState Street Consumer Staples Select Sector SPDR ETF | $3.9M | 0.5% | 48,508 |
| GSGoldman Sachs Group Inc | $3.9M | 0.5% | 4,331 |
| BKRBaker Hughes Co | $3.9M | 0.5% | 70,863 |
| ALLAllstate Corp | $3.9M | 0.5% | 17,532 |
| MCDMcDonald's Corp | $3.9M | 0.5% | 16,835 |
| PEPPepsiCo Inc | $3.8M | 0.5% | 30,069 |
| DUKDuke Energy Corp | $3.8M | 0.5% | 33,233 |
| CBRECBRE Group Inc | $3.7M | 0.5% | 28,517 |
| HDHome Depot Inc | $3.6M | 0.5% | 12,713 |
| CSXCSX Corp | $3.5M | 0.4% | 75,942 |
| CVXChevron Corp | $3.5M | 0.4% | 17,038 |
| MELIMercadoLibre Inc | $3.5M | 0.4% | 2,012 |
| LECOLincoln Electric Holdings Inc | $3.5M | 0.4% | 13,070 |
| NUENucor Corp | $3.3M | 0.4% | 14,216 |
| ADBEAdobe Inc | $3.2M | 0.4% | 13,292 |
| WMTWalmart Inc | $3.1M | 0.4% | 29,850 |
| XLEState Street Energy Select Sector SPDR ETF | $3.1M | 0.4% | 49,971 |
| MUMicron Technology Inc | $3M | 0.4% | 2,856 |
| COSTCostco Wholesale Corp | $3M | 0.4% | 3,242 |
| MDYSPDR MidCap Trust Series I | $2.9M | 0.4% | 4,486 |
| NEENextera Energy Inc | $2.9M | 0.4% | 38,373 |
| SLBSLB NV | $2.9M | 0.4% | 59,073 |
| BACBank of America Corp | $2.6M | 0.3% | 47,269 |
| ROKRockwell Automation Inc | $2.4M | 0.3% | 5,611 |
| RMDResmed Inc | $2.4M | 0.3% | 11,000 |
| PGProcter & Gamble Co | $2.3M | 0.3% | 15,760 |
| SPMDState Street SPDR Portfolio S&P 400 Mid Cap ETF | $2.1M | 0.3% | 33,878 |
| JNJJohnson & Johnson | $2M | 0.2% | 7,548 |
| QQQInvesco QQQ Trust, Series 1 | $2M | 0.2% | 2,690 |
| ADPAutomatic Data Processing Inc | $1.8M | 0.2% | 6,902 |
| GNRCGenerac Holdings Inc | $1.7M | 0.2% | 8,393 |
| GOOGLAlphabet Inc | $1.7M | 0.2% | 4,842 |
| SOSouthern Co | $1.5M | 0.2% | 18,133 |
| XLREReal Estate Select Sector SPDR Fund | $1.5M | 0.2% | 35,728 |
| XLUState Street Utilities Select Sector SPDR ETF | $1.5M | 0.2% | 36,875 |
| RTXRTX Corp | $1.4M | 0.2% | 7,530 |
| XLBMaterials Select Sector SPDR | $1.4M | 0.2% | 28,291 |
| BXBlackstone Inc | $1.2M | 0.2% | 11,104 |
| ORCLOracle Corp | $1.2M | 0.1% | 8,694 |
| GEGeneral Electric Co | $1.1M | 0.1% | 3,666 |
| IYWiShares U.S. Technology ETF | $1.1M | 0.1% | 4,270 |
| COPConocoPhillips | $1.1M | 0.1% | 8,975 |
| SANBanco Santander SA | $1M | 0.1% | 74,401 |
| SUBiShares Short-Term National Muni Bond ETF | $1M | 0.1% | 9,715 |
| MRKMerck & Co Inc | $1M | 0.1% | 6,896 |
| ABTAbbott Laboratories | $981.7K | 0.1% | 9,933 |
| EMREmerson Electric Co | $951.3K | 0.1% | 6,134 |
| CATCaterpillar Inc | $935.7K | 0.1% | 1,154 |
| UNHUnitedHealth Group Inc | $879.4K | 0.1% | 2,396 |
| GEVGE Vernova Inc | $772.7K | 0.1% | 813 |
| COFCapital One Financial Corp | $712.2K | 0.1% | 3,689 |
| GLWCorning Inc | $660.4K | 0.1% | 4,295 |
| IVViShares Core S&P 500 ETF | $643.3K | 0.1% | 840 |
| MAMastercard Inc | $628.1K | 0.1% | 1,139 |
| IJRiShares Core S&P Small-Cap ETF | $626.6K | 0.1% | 4,606 |
| VZVerizon Communications Inc | $570K | 0.1% | 12,426 |
| VLOValero Energy Corp | $552.3K | 0.1% | 1,425 |
| LMTLockheed Martin Corp | $481.8K | 0.1% | 946 |
| ISHARES TR | $469.8K | 0.1% | 9,300 |
| CHUBB LIMITED | $419.5K | 0.1% | 1,290 |
| HUBBHubbell Inc | $408.2K | 0.1% | 900 |
| TAT&T Inc | $395.4K | 0.0% | 16,204 |
| SPYGSPDR Series Trust SPDR Portfolio S&P 500 Growth ETF | $393.2K | 0.0% | 3,195 |
| KOCoca-Cola Co | $384.7K | 0.0% | 4,469 |
| SPYMState Street SPDR Portfolio S&P 500 ETF | $375K | 0.0% | 4,178 |
| EXRExtra Space Storage Inc | $369.8K | 0.0% | 2,812 |
| ITWIllinois Tool Works Inc | $367.9K | 0.0% | 1,430 |
| DISWalt Disney Co | $339.4K | 0.0% | 3,235 |
| SYYSysco Corp | $318.8K | 0.0% | 4,089 |
| AMTAmerican Tower Corp | $316.6K | 0.0% | 1,934 |
| OSKOshkosh Corp | $316.4K | 0.0% | 2,456 |
| NUVEEN MUN VALUE FD INC | $296.1K | 0.0% | 35,715 |
| BABoeing Co | $295.3K | 0.0% | 1,587 |
| AMGNAmgen Inc | $295.1K | 0.0% | 700 |
| PFEPfizer Inc | $291.9K | 0.0% | 10,234 |
| IVWiShares S&P 500 Growth ETF | $291.6K | 0.0% | 2,050 |
| PNCPNC Financial Services Group Inc | $283.4K | 0.0% | 1,275 |
| DHRDanaher Corp | $282.3K | 0.0% | 1,274 |
| CVSCVS Health Corp | $281.4K | 0.0% | 3,284 |
| SPDR SERIES TRUST | $279.8K | 0.0% | 4,577 |
| ALPS ETF TR | $275.3K | 0.0% | 12,000 |
| PSXPhillips 66 | $261.4K | 0.0% | 1,024 |
| NOCNorthrop Grumman Corp | $253.8K | 0.0% | 525 |
| DVNDevon Energy Corp | $227K | 0.0% | 4,930 |
| BMYBristol-Myers Squibb Co | $225.9K | 0.0% | 3,620 |
| FLRFluor Corp | $220.9K | 0.0% | 4,614 |
| TXNTexas Instruments Inc | $210.1K | 0.0% | 750 |
| PLATINUM GROUP METALS LTD | $16.6K | 0.0% | 13,150 |
Quarter ending 2026-09-30.
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