Orange Investment Advisors, Inc. — 13F Holdings & Portfolio

CIK 943442 · latest 13F-HR filed 2026-04-22

Orange Investment Advisors, Inc. manages $771.5M in 13F-reported U.S. long-equity assets across 145 reported positions as of its 2026-03-31 13F-HR filing. Its largest disclosed positions are SPIB (5.70%), LLY (5.11%), SPSB (4.54%). Quarter over quarter (versus its 2026-03-31 filing) the fund opened 0 new positions, exited 0, added to 1, and trimmed 0.

AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.

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AUM

$771.5M

Long-equity book

Holdings

145

Distinct positions

Period

2026-03-31

Filed 2026-04-22

Q/Q Activity

+0 / −0 / ↑1 / ↓0

vs 2026-03-31

Firm Profile & Key People
Name Title / Status Ownership Type

Top Adds (vs prior quarter)

  • CHUBB LTD SWITZ$71.4K +20.1%
Show all 1

Top Trims

  • No decreased positions.
Show all 0

New Positions

  • No new positions this quarter.
Show all 0

Exited Positions

  • No exits this quarter.
Show all 0
All Holdings

Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).

# Issuer Symbol CUSIP Value Weight Shares Type
1 SPDR SERIES TRUST SPIB 78464A375 $44.0M 5.70% 1,311,594 SH
2 ELI LILLY & CO LLY 532457108 $39.4M 5.11% 42,838 SH
3 SPDR SERIES TRUST SPSB 78464A474 $35.0M 4.54% 1,163,729 SH
4 ORANGE CNTY BANCORP INC OBT 68417L107 $33.9M 4.40% 1,061,490 SH
5 NVIDIA CORPORATION NVDA 67066G104 $32.4M 4.20% 185,997 SH
6 INTUITIVE SURGICAL INC ISRG 46120E602 $30.3M 3.93% 65,812 SH
7 MICROSOFT CORP MSFT 594918104 $25.1M 3.25% 67,754 SH
8 SELECT SECTOR SPDR TR XLK 81369Y803 $25.1M 3.25% 188,708 SH
9 APPLE INC AAPL 037833100 $24.6M 3.19% 96,843 SH
10 ALPHABET INC GOOG 02079K107 $22.1M 2.86% 77,039 SH
11 AMAZON COM INC AMZN 023135106 $16.6M 2.16% 79,925 SH
12 KLA CORP KLAC 482480100 $16.1M 2.09% 10,952 SH
13 CIENA CORP CIEN 171779309 $14.7M 1.91% 37,872 SH
14 JPMORGAN CHASE & CO JPM 46625H100 $13.3M 1.73% 45,361 SH
15 STATE STR SPDR S&P 500 ETF T SPY 78462F103 $11.7M 1.52% 18,043 SH
16 BROADCOM INC AVGO 11135F101 $11.3M 1.47% 36,578 SH
17 EXXON MOBIL CORP XOM 30231G102 $10.6M 1.37% 62,373 SH
18 AMERICAN EXPRESS CO AXP 025816109 $10.6M 1.37% 34,968 SH
19 ABBVIE INC ABBV 00287Y109 $9.9M 1.29% 45,652 SH
20 SELECT SECTOR SPDR TR XLF 81369Y605 $9.7M 1.25% 196,096 SH
21 VISA INC V 92826C839 $9.0M 1.17% 29,846 SH
22 META PLATFORMS INC META 30303M102 $8.9M 1.15% 15,513 SH
23 ISHARES TR FLOT 46429B655 $8.8M 1.14% 173,356 SH
24 MEDTRONIC PLC MDT G5960L103 $8.8M 1.14% 101,740 SH
25 SELECT SECTOR SPDR TR XLY 81369Y407 $7.6M 0.99% 69,989 SH
26 THERMO FISHER SCIENTIFIC INC TMO 883556102 $7.6M 0.98% 15,402 SH
27 SELECT SECTOR SPDR TR XLC 81369Y852 $7.5M 0.97% 67,827 SH
28 SPDR SERIES TRUST SPSM 78468R853 $7.4M 0.96% 153,348 SH
29 SELECT SECTOR SPDR TR XLV 81369Y209 $7.4M 0.96% 50,398 SH
30 AUTOZONE INC AZO 053332102 $7.2M 0.94% 2,138 SH
31 MORGAN STANLEY MS 617446448 $7.2M 0.93% 43,748 SH
32 SPDR SERIES TRUST SPYM 78464A854 $7.2M 0.93% 93,547 SH
33 INTERNATIONAL BUSINESS MACHS IBM 459200101 $7.1M 0.92% 29,194 SH
34 CISCO SYS INC CSCO 17275R102 $6.8M 0.88% 87,379 SH
35 SELECT SECTOR SPDR TR XLI 81369Y704 $6.3M 0.81% 38,779 SH
36 DANAHER CORP DEL DHR 235851102 $6.2M 0.81% 32,928 SH
37 SALESFORCE INC CRM 79466L302 $5.6M 0.72% 29,917 SH
38 WW GRAINGER INC GWW 384802104 $5.6M 0.72% 5,112 SH
39 FLUOR CORP FLR 343412102 $5.3M 0.69% 113,309 SH
40 MCDONALDS CORP MCD 580135101 $5.2M 0.68% 16,892 SH
41 UNITED RENTALS INC URI 911363109 $5.0M 0.65% 6,911 SH
42 PEPSICO INC PEP 713448108 $4.9M 0.64% 31,869 SH
43 QUANTA SVCS INC PWR 74762E102 $4.9M 0.63% 8,886 SH
44 BAKER HUGHES COMPANY BKR 05722G100 $4.9M 0.63% 79,680 SH
45 SCHWAB CHARLES CORP SCHW 808513105 $4.8M 0.62% 50,545 SH
46 HOME DEPOT INC HD 437076102 $4.7M 0.61% 14,390 SH
47 MARSH & MCLENNAN COS INC MRSH 571748102 $4.7M 0.61% 27,253 SH
48 DUKE ENERGY CORP NEW DUK 26441C204 $4.7M 0.60% 35,603 SH
49 STARBUCKS CORP SBUX 855244109 $4.5M 0.59% 50,694 SH
50 CHIPOTLE MEXICAN GRILL INC CMG 169656105 $4.5M 0.59% 141,260 SH
Filing History
Period Filed AUM Holdings Accession
2026-03-31 2026-04-22 $771.5M 145 0002085853-26-000455
2026-03-31 2026-04-14 $771.4M 145 0002085853-26-000373