Orange Investment Advisors, Inc.
Institutional manager — quarterly 13F holdings, Q ending 2026-03-31
Reported value
$771.5M
Q ending 2026-03-31
Prior quarter
$903.9M
Q ending 2025-12-31
Change
-14.6% QoQ · -7.8% YoY
Positions
145
reported holdings
Largest positions
Top 100 of 145 reported positions by value, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
| Holding | Ticker | Type | Value ▼ | Shares |
|---|---|---|---|---|
| Spdr Series Trust | SPIB | Shares | $44.0M | 1.3M |
| Eli Lilly & Co | LLY | Shares | $39.4M | 43K |
| Spdr Series Trust | SPSB | Shares | $35.0M | 1.2M |
| Orange Cnty Bancorp Inc | OBT | Shares | $33.9M | 1.1M |
| Nvidia Corporation | NVDA | Shares | $32.4M | 186K |
| Intuitive Surgical Inc | ISRG | Shares | $30.3M | 66K |
| Microsoft Corp | MSFT | Shares | $25.1M | 68K |
| Select Sector Spdr Tr | XLK | Shares | $25.1M | 189K |
| Apple Inc | AAPL | Shares | $24.6M | 97K |
| Alphabet Inc | GOOG | Shares | $22.1M | 77K |
| Amazon Com Inc | AMZN | Shares | $16.6M | 80K |
| Kla Corp | KLAC | Shares | $16.1M | 11K |
| Ciena Corp | CIEN | Shares | $14.7M | 38K |
| Jpmorgan Chase & Co | JPM | Shares | $13.3M | 45K |
| State Str Spdr S&P 500 Etf T | SPY | Shares | $11.7M | 18K |
| Broadcom Inc | AVGO | Shares | $11.3M | 37K |
| Exxon Mobil Corp | XOM | Shares | $10.6M | 62K |
| American Express Co | AXP | Shares | $10.6M | 35K |
| Abbvie Inc | ABBV | Shares | $9.9M | 46K |
| Select Sector Spdr Tr | XLF | Shares | $9.7M | 196K |
| Visa Inc | V | Shares | $9.0M | 30K |
| Meta Platforms Inc | META | Shares | $8.9M | 16K |
| Ishares Tr | FLOT | Shares | $8.8M | 173K |
| Medtronic Plc | Shares | $8.8M | 102K | |
| Select Sector Spdr Tr | XLY | Shares | $7.6M | 70K |
| Thermo Fisher Scientific Inc | TMO | Shares | $7.6M | 15K |
| Select Sector Spdr Tr | XLC | Shares | $7.5M | 68K |
| Spdr Series Trust | SPSM | Shares | $7.4M | 153K |
| Select Sector Spdr Tr | XLV | Shares | $7.4M | 50K |
| Autozone Inc | AZO | Shares | $7.2M | 2K |
| Morgan Stanley | MS | Shares | $7.2M | 44K |
| Spdr Series Trust | SPYM | Shares | $7.2M | 94K |
| International Business Machs | IBM | Shares | $7.1M | 29K |
| Cisco Sys Inc | CSCO | Shares | $6.8M | 87K |
| Select Sector Spdr Tr | XLI | Shares | $6.3M | 39K |
| Danaher Corp Del | DHR | Shares | $6.2M | 33K |
| Salesforce Inc | CRM | Shares | $5.6M | 30K |
| Ww Grainger Inc | GWW | Shares | $5.6M | 5K |
| Fluor Corp | FLR | Shares | $5.3M | 113K |
| Mcdonalds Corp | MCD | Shares | $5.2M | 17K |
| United Rentals Inc | URI | Shares | $5.0M | 7K |
| Pepsico Inc | PEP | Shares | $4.9M | 32K |
| Quanta Svcs Inc | PWR | Shares | $4.9M | 9K |
| Baker Hughes Company | BKR | Shares | $4.9M | 80K |
| Schwab Charles Corp | SCHW | Shares | $4.8M | 51K |
| Home Depot Inc | HD | Shares | $4.7M | 14K |
| Marsh & Mclennan Cos Inc | MRSH | Shares | $4.7M | 27K |
| Duke Energy Corp New | DUK | Shares | $4.7M | 36K |
| Starbucks Corp | SBUX | Shares | $4.5M | 51K |
| Chipotle Mexican Grill Inc | CMG | Shares | $4.5M | 141K |
| Amphenol Corp | APH | Shares | $4.5M | 35K |
| Sherwin Williams Co | SHW | Shares | $4.4M | 14K |
| Goldman Sachs Group Inc | GS | Shares | $4.3M | 5K |
| Select Sector Spdr Tr | XLP | Shares | $4.2M | 51K |
| Netflix Inc. | NFLX | Shares | $4.1M | 43K |
| Cbre Group Inc | CBRE | Shares | $4.1M | 30K |
| Walmart Inc | WMT | Shares | $3.8M | 31K |
| Nextera Energy Inc | NEE | Shares | $3.8M | 41K |
| Servicenow Inc | NOW | Shares | $3.8M | 36K |
| Mercadolibre Inc | MELI | Shares | $3.7M | 2K |
| Take-Two Interactive Softwar | TTWO | Shares | $3.7M | 19K |
| Csx Corp | CSX | Shares | $3.7M | 90K |
| Chevron Corporation | CVX | Shares | $3.7M | 18K |
| Prologis Inc. | PLD | Shares | $3.6M | 27K |
| Lincoln Elec Hldgs Inc | LECO | Shares | $3.5M | 14K |
| Slb Limited | SLB | Shares | $3.4M | 66K |
| Advanced Micro Devices Inc | AMD | Shares | $3.4M | 16K |
| Adobe Inc | ADBE | Shares | $3.3M | 14K |
| Select Sector Spdr Tr | XLE | Shares | $3.2M | 53K |
| Nucor Corp | NUE | Shares | $3.0M | 18K |
| Mondelez Intl Inc | MDLZ | Shares | $2.9M | 51K |
| State Str Spdr S&P Midcap 40 | MDY | Shares | $2.8M | 5K |
| Webster Finl Corp | WBS | Shares | $2.5M | 36K |
| Resmed Inc | RMD | Shares | $2.5M | 11K |
| Bank America Corp | BAC | Shares | $2.5M | 51K |
| Rockwell Automation Inc | ROK | Shares | $2.4M | 7K |
| Procter & Gamble Co | PG | Shares | $2.4M | 16K |
| Weyerhaeuser Co | WY | Shares | $2.2M | 91K |
| Trimble Inc | TRMB | Shares | $2.1M | 33K |
| Spdr Series Trust | SPMD | Shares | $2.0M | 34K |
| Johnson & Johnson | JNJ | Shares | $2.0M | 8K |
| Generac Hldgs Inc | GNRC | Shares | $1.9M | 10K |
| Southern Co | SO | Shares | $1.8M | 19K |
| Select Sector Spdr Tr | XLU | Shares | $1.8M | 38K |
| Invesco Qqq Tr | QQQ | Shares | $1.6M | 3K |
| Automatic Data Processing In | ADP | Shares | $1.6M | 8K |
| Rtx Corporation | RTX | Shares | $1.5M | 8K |
| Select Sector Spdr Tr | XLRE | Shares | $1.5M | 36K |
| Alphabet Inc | GOOGL | Shares | $1.4M | 5K |
| Select Sector Spdr Tr | XLB | Shares | $1.4M | 28K |
| Ishares Tr | SUB | Shares | $1.4M | 13K |
| Oracle Corp | ORCL | Shares | $1.3M | 9K |
| Blackstone Inc | BX | Shares | $1.3M | 11K |
| Conocophillips | COP | Shares | $1.2M | 9K |
| Abbott Laboratories | ABT | Shares | $1.1M | 10K |
| Ge Aerospace | GE | Shares | $1.0M | 4K |
| Costco Wholesale Corporation | COST | Shares | $1.0M | 1K |
| Merck & Co Inc | MRK | Shares | $977K | 8K |
| Unitedhealth Group Inc | UNH | Shares | $917K | 3K |
| Caterpillar Inc | CAT | Shares | $888K | 1K |
Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.