# Orange Investment Advisors, Inc.

> Institutional holdings reported to the SEC as of Q2 2026 on Form 13F. CIK 943442. Source: https://holderbook.com/funds/943442-orange-investment-advisors-inc/

- Reported value: $823.0M
- Positions: 143
- Weight of the ten largest: 41.5%
- Filed: 2026-07-21

A 13F reports long US equity positions only. Short positions, bonds, foreign listings, private holdings and cash are not visible, so this is not the manager's whole book.

## Holdings

| Security | Ticker | Value | Shares | Weight | Quarters held |
|---|---|---|---|---|---|
| ELI LILLY & CO | [LLY](https://holderbook.com/stocks/LLY/) | $49.7M | 41,468 | 6.0% | 31 |
| SPDR SERIES TRUST | [SPIB](https://holderbook.com/stocks/SPIB/) | $44.8M | 1,339,605 | 5.4% | 25 |
| ORANGE CNTY BANCORP INC | [OBT](https://holderbook.com/stocks/OBT/) | $39.0M | 1,060,922 | 4.7% | 31 |
| SPDR SERIES TRUST | [SPSB](https://holderbook.com/stocks/SPSB/) | $35.4M | 1,180,398 | 4.3% | 25 |
| SELECT SECTOR SPDR TR | [XLK](https://holderbook.com/stocks/XLK/) | $34.9M | 183,366 | 4.2% | 18 |
| NVIDIA CORPORATION | [NVDA](https://holderbook.com/stocks/NVDA/) | $33.3M | 166,403 | 4.0% | 26 |
| KLA CORP | [KLAC](https://holderbook.com/stocks/KLAC/) | $27.5M | 91,198 | 3.3% | 18 |
| APPLE INC | [AAPL](https://holderbook.com/stocks/AAPL/) | $26.1M | 90,281 | 3.2% | 31 |
| INTUITIVE SURGICAL INC | [ISRG](https://holderbook.com/stocks/ISRG/) | $25.9M | 65,012 | 3.1% | 31 |
| ALPHABET INC | [GOOG](https://holderbook.com/stocks/GOOG/) | $24.6M | 69,548 | 3.0% | 31 |
| MICROSOFT CORP | [MSFT](https://holderbook.com/stocks/MSFT/) | $24.5M | 65,547 | 3.0% | 31 |
| AMAZON COM INC | [AMZN](https://holderbook.com/stocks/AMZN/) | $17.7M | 74,153 | 2.1% | 31 |
| CIENA CORP | [CIEN](https://holderbook.com/stocks/CIEN/) | $15.8M | 32,177 | 1.9% | 25 |
| JPMORGAN CHASE & CO | [JPM](https://holderbook.com/stocks/JPM/) | $14.1M | 43,067 | 1.7% | 31 |
| STATE STR SPDR S&P 500 ETF T | [SPY](https://holderbook.com/stocks/SPY/) | $13.3M | 17,847 | 1.6% | 29 |
| BROADCOM INC | [AVGO](https://holderbook.com/stocks/AVGO/) | $12.1M | 32,068 | 1.5% | 16 |
| ABBVIE INC | [ABBV](https://holderbook.com/stocks/ABBV/) | $11.5M | 45,583 | 1.4% | 16 |
| AMERICAN EXPRESS CO | [AXP](https://holderbook.com/stocks/AXP/) | $11.2M | 33,061 | 1.4% | 22 |
| SELECT SECTOR SPDR TR | [XLF](https://holderbook.com/stocks/XLF/) | $10.5M | 196,199 | 1.3% | 18 |
| VISA INC | [V](https://holderbook.com/stocks/V/) | $9.8M | 28,649 | 1.2% | 31 |
| CISCO SYS INC | [CSCO](https://holderbook.com/stocks/CSCO/) | $9.3M | 78,777 | 1.1% | 31 |
| SPDR SERIES TRUST | [SPSM](https://holderbook.com/stocks/SPSM/) | $8.8M | 153,397 | 1.1% | 22 |
| ISHARES TR | [FLOT](https://holderbook.com/stocks/FLOT/) | $8.8M | 172,579 | 1.1% | 18 |
| ADVANCED MICRO DEVICES INC | [AMD](https://holderbook.com/stocks/AMD/) | $8.6M | 14,885 | 1.1% | 18 |
| INTERNATIONAL BUSINESS MACHS | [IBM](https://holderbook.com/stocks/IBM/) | $8.6M | 30,503 | 1.0% | 31 |
| META PLATFORMS INC | [META](https://holderbook.com/stocks/META/) | $8.5M | 15,016 | 1.0% | 31 |
| MORGAN STANLEY | [MS](https://holderbook.com/stocks/MS/) | $8.3M | 39,691 | 1.0% | 31 |
| SELECT SECTOR SPDR TR | [XLY](https://holderbook.com/stocks/XLY/) | $8.2M | 70,000 | 1.0% | 18 |
| SELECT SECTOR SPDR TR | [XLV](https://holderbook.com/stocks/XLV/) | $8.0M | 50,164 | 1.0% | 25 |
| MEDTRONIC PLC | [MDT](https://holderbook.com/stocks/MDT/) | $8.0M | 101,692 | 1.0% | 31 |
| THERMO FISHER SCIENTIFIC INC | [TMO](https://holderbook.com/stocks/TMO/) | $7.6M | 15,119 | 0.9% | 31 |
| SELECT SECTOR SPDR TR | [XLC](https://holderbook.com/stocks/XLC/) | $7.6M | 70,666 | 0.9% | 18 |
| EXXON MOBIL CORP | [XOMXXXX](https://holderbook.com/stocks/XOMXXXX/) | $7.5M | 54,852 | 0.9% | 31 |
| SELECT SECTOR SPDR TR | [XLI](https://holderbook.com/stocks/XLI/) | $7.3M | 39,192 | 0.9% | 18 |
| UNITED RENTALS INC | [URI](https://holderbook.com/stocks/URI/) | $7.2M | 6,358 | 0.9% | 18 |
| AUTOZONE INC | [AZO](https://holderbook.com/stocks/AZO/) | $6.8M | 2,117 | 0.8% | 31 |
| WW GRAINGER INC | [GWW](https://holderbook.com/stocks/GWW/) | $6.5M | 4,755 | 0.8% | 14 |
| MARATHON PETE CORP | [MPC](https://holderbook.com/stocks/MPC/) | $5.7M | 22,377 | 0.7% | 3 |
| AMPHENOL CORP | [APH](https://holderbook.com/stocks/APH/) | $5.7M | 32,236 | 0.7% | 6 |
| FLUOR CORP | [FLR](https://holderbook.com/stocks/FLR/) | $5.6M | 105,975 | 0.7% | 18 |
| QUANTA SVCS INC | [PWR](https://holderbook.com/stocks/PWR/) | $5.2M | 7,277 | 0.6% | 6 |
| SCHWAB CHARLES CORP | [SCHW](https://holderbook.com/stocks/SCHW/) | $5.0M | 53,830 | 0.6% | 8 |
| STARBUCKS CORP | [SBUX](https://holderbook.com/stocks/SBUX/) | $4.9M | 48,419 | 0.6% | 31 |
| TENET HEALTHCARE CORP | [THC](https://holderbook.com/stocks/THC/) | $4.9M | 26,219 | 0.6% | 1 |
| GOLDMAN SACHS GROUP INC | [GS](https://holderbook.com/stocks/GS/) | $4.7M | 4,633 | 0.6% | 31 |
| HOME DEPOT INC | [HD](https://holderbook.com/stocks/HD/) | $4.6M | 12,942 | 0.6% | 31 |
| MCDONALDS CORP | [MCD](https://holderbook.com/stocks/MCD/) | $4.5M | 16,796 | 0.6% | 31 |
| SHERWIN WILLIAMS CO | [SHW](https://holderbook.com/stocks/SHW/) | $4.5M | 12,964 | 0.5% | 31 |
| NEWMONT CORP | [NEM](https://holderbook.com/stocks/NEM/) | $4.4M | 47,198 | 0.5% | 1 |
| MARSH & MCLENNAN COS INC | [MRSH](https://holderbook.com/stocks/MRSH/) | $4.4M | 26,268 | 0.5% | 31 |
| SALESFORCE INC | [CRM](https://holderbook.com/stocks/CRM/) | $4.3M | 27,549 | 0.5% | 31 |
| DUKE ENERGY CORP NEW | [DUK](https://holderbook.com/stocks/DUK/) | $4.3M | 33,777 | 0.5% | 31 |
| SELECT SECTOR SPDR TR | [XLP](https://holderbook.com/stocks/XLP/) | $4.2M | 50,709 | 0.5% | 18 |
| PEPSICO INC | [PEP](https://holderbook.com/stocks/PEP/) | $4.1M | 30,389 | 0.5% | 31 |
| JONES LANG LASALLE INC | [JLL](https://holderbook.com/stocks/JLL/) | $4.1M | 13,237 | 0.5% | 1 |
| BAKER HUGHES COMPANY | [BKR](https://holderbook.com/stocks/BKR/) | $4.1M | 73,486 | 0.5% | 14 |
| CBRE GROUP INC | [CBRE](https://holderbook.com/stocks/CBRE/) | $4.0M | 29,522 | 0.5% | 7 |
| CSX CORP | [CSX](https://holderbook.com/stocks/CSX/) | $3.8M | 79,778 | 0.5% | 31 |
| SERVICENOW INC | [NOW](https://holderbook.com/stocks/NOW/) | $3.7M | 37,453 | 0.5% | 5 |
| MERCADOLIBRE INC | [MELI](https://holderbook.com/stocks/MELI/) | $3.7M | 2,155 | 0.4% | 5 |
| LINCOLN ELEC HLDGS INC | [LECO](https://holderbook.com/stocks/LECO/) | $3.6M | 13,389 | 0.4% | 31 |
| NUCOR CORP | [NUE](https://holderbook.com/stocks/NUE/) | $3.4M | 15,469 | 0.4% | 17 |
| NEXTERA ENERGY INC | [NEE](https://holderbook.com/stocks/NEE/) | $3.4M | 38,900 | 0.4% | 16 |
| WALMART INC | [WMT](https://holderbook.com/stocks/WMT/) | $3.4M | 30,023 | 0.4% | 31 |
| NETFLIX INC | [NFLX](https://holderbook.com/stocks/NFLX/) | $3.3M | 45,804 | 0.4% | 5 |
| STATE STR SPDR S&P MIDCAP 40 | [MDY](https://holderbook.com/stocks/MDY/) | $3.2M | 4,519 | 0.4% | 29 |
| ALLSTATE CORP | [ALL](https://holderbook.com/stocks/ALL/) | $3.0M | 12,541 | 0.4% | 1 |
| ROCKWELL AUTOMATION INC | [ROK](https://holderbook.com/stocks/ROK/) | $2.9M | 5,870 | 0.4% | 5 |
| ADOBE INC | [ADBE](https://holderbook.com/stocks/ADBE/) | $2.9M | 14,041 | 0.3% | 31 |
| SLB LIMITED | [SLB](https://holderbook.com/stocks/SLB/) | $2.9M | 61,429 | 0.3% | 18 |
| CHEVRON CORPORATION | [CVX](https://holderbook.com/stocks/CVX/) | $2.8M | 17,138 | 0.3% | 31 |
| WEBSTER FINL CORP | [WBS](https://holderbook.com/stocks/WBS/) | $2.8M | 36,210 | 0.3% | 18 |
| SELECT SECTOR SPDR TR | [XLE](https://holderbook.com/stocks/XLE/) | $2.8M | 51,987 | 0.3% | 18 |
| BANK OF AMER CORP | [BAC](https://holderbook.com/stocks/BAC/) | $2.7M | 47,649 | 0.3% | 31 |
| MONDELEZ INTL INC | [MDLZ](https://holderbook.com/stocks/MDLZ/) | $2.7M | 46,158 | 0.3% | 18 |
| GENERAC HLDGS INC | [GNRC](https://holderbook.com/stocks/GNRC/) | $2.4M | 8,134 | 0.3% | 8 |
| PROCTER & GAMBLE CO | [PG](https://holderbook.com/stocks/PG/) | $2.3M | 15,925 | 0.3% | 31 |
| SPDR SERIES TRUST | [SPMD](https://holderbook.com/stocks/SPMD/) | $2.3M | 33,727 | 0.3% | 22 |
| RESMED INC | [RMD](https://holderbook.com/stocks/RMD/) | $2.1M | 11,000 | 0.3% | 31 |
| JOHNSON & JOHNSON | [JNJ](https://holderbook.com/stocks/JNJ/) | $2.0M | 7,963 | 0.2% | 31 |
| INVESCO QQQ TR | [QQQ](https://holderbook.com/stocks/QQQ/) | $2.0M | 2,710 | 0.2% | 16 |
| TRIMBLE INC | [TRMB](https://holderbook.com/stocks/TRMB/) | $1.9M | 36,258 | 0.2% | 6 |
| SOUTHERN CO | [SO](https://holderbook.com/stocks/SO/) | $1.7M | 18,133 | 0.2% | 16 |
| ALPHABET INC | [GOOGL](https://holderbook.com/stocks/GOOGL/) | $1.7M | 4,842 | 0.2% | 27 |
| SELECT SECTOR SPDR TR | [XLU](https://holderbook.com/stocks/XLU/) | $1.7M | 37,524 | 0.2% | 18 |
| SELECT SECTOR SPDR TR | [XLRE](https://holderbook.com/stocks/XLRE/) | $1.6M | 35,843 | 0.2% | 17 |
| AUTOMATIC DATA PROCESSING IN | [ADP](https://holderbook.com/stocks/ADP/) | $1.5M | 6,902 | 0.2% | 31 |
| RTX CORPORATION | [RTX](https://holderbook.com/stocks/RTX/) | $1.5M | 7,655 | 0.2% | 16 |
| SELECT SECTOR SPDR TR | [XLB](https://holderbook.com/stocks/XLB/) | $1.4M | 28,380 | 0.2% | 17 |
| GE AEROSPACE | [GE](https://holderbook.com/stocks/GE/) | $1.4M | 3,640 | 0.2% | 16 |
| BLACKSTONE INC | [BX](https://holderbook.com/stocks/BX/) | $1.3M | 11,104 | 0.2% | 18 |
| ORACLE CORP | [ORCL](https://holderbook.com/stocks/ORCL/) | $1.3M | 8,816 | 0.2% | 31 |
| UNITEDHEALTH GROUP INC | [UNH](https://holderbook.com/stocks/UNH/) | $1.3M | 3,108 | 0.2% | 31 |
| CATERPILLAR INC | [CAT](https://holderbook.com/stocks/CAT/) | $1.2M | 1,154 | 0.1% | 31 |
| CORNING INC | [GLW](https://holderbook.com/stocks/GLW/) | $1.1M | 4,295 | 0.1% | 31 |
| ISHARES TR | [IYW](https://holderbook.com/stocks/IYW/) | $1.1M | 4,270 | 0.1% | 30 |
| ISHARES TR | [SUB](https://holderbook.com/stocks/SUB/) | $1.0M | 9,715 | 0.1% | 13 |
| GE VERNOVA INC | [GEV](https://holderbook.com/stocks/GEV/) | $948.1K | 807 | 0.1% | 8 |
| CONOCOPHILLIPS | [COP](https://holderbook.com/stocks/COP/) | $937.2K | 9,015 | 0.1% | 31 |
| ABBOTT LABORATORIES | [ABT](https://holderbook.com/stocks/ABT/) | $911.8K | 10,048 | 0.1% | 31 |

## What the disclosed book did

Not the fund's return. This is the change in value of the positions disclosed on Form 13F, had they been left untouched, against SPY over the same quarter ends.

| Quarter | Book | Market | Difference | Priced |
|---|---|---|---|---|
| Q2 2026 | +12.6% | +14.8% | -2.2% | 100% |
| Q1 2026 | -4.2% | -4.6% | +0.4% | 100% |
| Q4 2025 | +5.1% | +2.4% | +2.7% | 100% |
| Q3 2025 | +6.0% | +7.8% | -1.8% | 100% |
| Q2 2025 | +8.5% | +10.5% | -1.9% | 100% |
| Q1 2025 | -4.9% | -4.6% | -0.3% | 100% |
| Q4 2024 | -0.6% | +2.1% | -2.7% | 100% |
| Q3 2024 | +5.7% | +5.4% | +0.3% | 107% |

## Quarter by quarter

| Quarter | Value | Positions |
|---|---|---|
| Q2 2026 | $823.0M | 143 |
| Q1 2026 | $771.5M | 145 |
| Q4 2025 | $903.9M | 149 |
| Q3 2025 | $960.5M | 177 |
| Q2 2025 | $913.4M | 175 |
| Q1 2025 | $837.1M | 169 |
| Q4 2024 | $882.9M | 177 |
| Q3 2024 | $903.6M | 174 |
| Q2 2024 | $769.5M | 181 |
| Q1 2024 | $834.9M | 178 |
| Q4 2023 | $730.2M | 181 |
| Q3 2023 | $709.3M | 184 |