Orange Investment Advisors, Inc. — 13F Holdings & Portfolio
CIK 943442 · latest 13F-HR filed 2026-10-23
Orange Investment Advisors, Inc. manages $801.7M in 13F-reported U.S. long-equity assets across 137 reported positions as of its 2026-09-30 13F-HR filing. Its largest disclosed positions are LLY (5.91%), SPIB (5.57%), OBT (4.89%). Quarter over quarter (versus its 2026-06-30 filing) the fund opened 4 new positions and exited 10; 35 existing positions rose in reported value and 58 fell.
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
$801.7M
Long-equity book
Holdings
137
Distinct positions
Period
2026-09-30
Filed 2026-10-23
Q/Q Activity
+4 / −10 / ↑35 / ↓58
vs 2026-06-30
Portfolio charts
Latest quarter's book, what changed, and how the portfolio has evolved across filings.
Portfolio map
Q3 26LLY5.9% · -1%SPIB5.6% · +3%OBT4.9% · 0%NVDA4.5% · -5%SPSB4.5% · +3%XLK4.3% · -4%MSFT4.0% · -4%AAPL3.6% · -4%ISRG3.3% · 0%GOOG3.0% · +1%AMZN2.5% · +7%KLAC2.1% · -5%JPM1.7% · -5%META1.6% · +16%SPY1.6% · -7%ABBV1.4% · -5%AVGO1.4% · -0%CIEN1.4% · -1%XLF1.3% · -4%TMO1.2% · -4%V1.2% · -9%AMD1.1% · -0%FLOT1.1% · +3%XOM1.1% · -3%AXP1.1% · -15%CSCO1.1% · -1%MDT1.0% · -6%XLC1.0% · +3%SPSM1.0% · -2%XLV1.0% · -6%AZO1.0% · +29%XLY1.0% · +0%MPC1.0% · -14%MS0.9% · -3%IBM0.9% · +2%XLI0.8% · -1%THC0.8% · -9%URI0.8% · -4%GWW0.7% · -3%CRM0.7% · -10%APH0.6% · +74%SCHW0.6% · -10%NEM0.6% · -15%AVDV0.6% · newMRSH0.5% · -6%PWR0.5% · -10%JLL0.5% · +0%SHW0.5% · -5%NFLX0.5% · +25%XLP0.5% · -4%GS0.5% · -6%BKR0.5% · -4%ALL0.5% · +40%MCD0.5% · +0%PEP0.5% · -1%DUK0.5% · -2%CBRE0.5% · -3%HD0.5% · -2%CSX0.4% · -5%CVX0.4% · -1%
Box size = position value; colour = change in share count vs the prior quarter (green added, red trimmed, blue new). Rows split across managers or share classes are combined. Click a box for the stock.
Sector mix
% of 13F valueSectors from each company's SIC code; funds and ETFs grouped separately.
Biggest buys and sells
Q2 26 → Q3 26Estimated from the change in shares held × the quarter-end price, so price moves alone don't count as buying. New and exited positions are included.
13F assets and positions
3 quartersTotal reported 13F value (bars) and number of positions (line) each quarter. Value changes include market moves.
Top positions over time
reported valueThe eight largest current positions, valued at each quarter end.
Concentration
top 10 = 43.6%Cumulative share of the portfolio held in the largest N positions.
Firm Profile & Key People
As of the firm’s regulatory filing dated Mar 19, 2026.
Assets Under Management
$1.67B
Discretionary
$1.47B
Employees
18
Accounts
2,179
Address
117 GRAND STREET, 2ND FLOOR
GOSHEN, NY 10924
GOSHEN, NY 10924
Phone
(845) 294-6127
Website
Mailing Address
P.O. BOX 268, GOSHEN, NY, 10924
| Name | Title / Status | Ownership | Type |
|---|---|---|---|
| DINEEN, David, PADRAIC Control | DIRECTOR since Apr 2025 | Less than 5% | Individual |
| FATOVIC, DENIS Control | DIRECTOR since Mar 2022 | Less than 5% | Individual |
| GILFEATHER, MICHAEL Control | DIRECTOR since Jul 2014 | Less than 5% | Individual |
| MAURER, STEVEN, RICHARD Control | CHIEF COMPLIANCE OFFICER, CHIEF OPERATING OFFICER since Jan 2026 | Less than 5% | Individual |
| MORRISON, WILLIAM, DAVIS Control | DIRECTOR since Jan 2023 | Less than 5% | Individual |
| ORANGE COUNTY BANCORP INC Control | SHAREHOLDER since Nov 2012 | 75% or more | Domestic Entity |
| ROWLEY, RICHARD, BENNETT Control | DIRECTOR since Jan 2023 | Less than 5% | Individual |
| STRADAR, ELIZABETH Control | DIRECTOR since Oct 2018 | Less than 5% | Individual |
| Schultzberg, Curt, Arri Control | PRESIDENT since Jan 2026 | Less than 5% | Individual |
| Skuthan, Frank, Joseph Control | DIRECTOR since Jan 2023 | Less than 5% | Individual |
Ownership & leadership changes · 11 filings with changes since Jan 26, 2012
From the firm’s regulatory filings, newest first. Dates are filing dates: a filing that no longer lists someone does not say when they left.
Jan 29, 2026 filing
- No longer listedLAZARCZYK, MARK, ALAN · CHIEF COMPLIANCE OFFICER · Less than 5% · control person · listed since Nov 2012
- AddedMAURER, STEVEN, RICHARD · CHIEF COMPLIANCE OFFICER, CHIEF OPERATING OFFICER · Less than 5% · control person
- AddedSchultzberg, Curt, Arri · PRESIDENT · Less than 5% · control person
Sep 5, 2025 filing
- No longer listedSCACCO, GUSTAVE, JOSEPH · CEO/CIO · Less than 5% · control person · listed since Feb 2015
Jun 25, 2025 filing
- AddedDINEEN, David, PADRAIC · DIRECTOR · Less than 5% · control person
Mar 28, 2025 filing
- No longer listedHEIMBACH, LOUIS · DIRECTOR · Less than 5% · control person · listed since Sep 2013
Mar 13, 2023 filing
- AddedMORRISON, WILLIAM, DAVIS · DIRECTOR · Less than 5% · control person
- AddedROWLEY, RICHARD, BENNETT · DIRECTOR · Less than 5% · control person
- AddedSkuthan, Frank, Joseph · DIRECTOR · Less than 5% · control person
Nov 17, 2022 filing
- No longer listedGUARINO, THOMAS, VITO · DIRECTOR · Less than 5% · control person · listed since Sep 2013
- No longer listedLARKIN, PETER · DIRECTOR · Less than 5% · control person · listed since Dec 2015
- No longer listedMARKHOFF, MICHAEL · DIRECTOR · Less than 5% · control person · listed since Dec 2014
- AddedFATOVIC, DENIS · DIRECTOR · Less than 5% · control person
Mar 21, 2019 filing
- AddedSTRADAR, ELIZABETH · DIRECTOR · Less than 5% · control person
Mar 15, 2018 filing
- No longer listedROUIS, JONATHAN · DIRECTOR · Less than 5% · control person · listed since Dec 2014
Mar 25, 2015 filing
- No longer listedPERRI, GERARD, ALBERT · DIRECTOR · Less than 5% · control person · listed since Sep 2013
- No longer listedRUNDLE, MICHAEL, MAURICE · VICE PRESIDENT & PORTFOLIO MANAGER · Less than 5% · control person · listed since Nov 2012
- No longer listedSATURNO, TERRY, RAE · DIRECTOR · Less than 5% · control person · listed since Sep 2013
- AddedGILFEATHER, MICHAEL · DIRECTOR · Less than 5% · control person
- AddedLARKIN, PETER · DIRECTOR · Less than 5% · control person
- AddedMARKHOFF, MICHAEL · DIRECTOR · Less than 5% · control person
- AddedROUIS, JONATHAN · DIRECTOR · Less than 5% · control person
- AddedSCACCO, GUSTAVE, JOSEPH · CEO/CIO · Less than 5% · control person
- ChangedGUARINO, THOMAS, VITO · title PRESIDENT & SENIOR PORTFOLIO MANAGER → DIRECTOR
Jan 21, 2014 filing
- AddedHEIMBACH, LOUIS · DIRECTOR · Less than 5% · control person
- AddedPERRI, GERARD, ALBERT · DIRECTOR · Less than 5% · control person
- AddedSATURNO, TERRY, RAE · DIRECTOR · Less than 5% · control person
Older changes (2 more filings)
Dec 5, 2012 filing
- AddedLAZARCZYK, MARK, ALAN · CHIEF COMPLIANCE OFFICER · Less than 5% · control person
- AddedORANGE COUNTY BANCORP INC · SHAREHOLDER · 75% or more · control person
- AddedRUNDLE, MICHAEL, MAURICE · VICE PRESIDENT & PORTFOLIO MANAGER · Less than 5% · control person
- ChangedGUARINO, THOMAS, VITO · title CHIEF COMPLIANCE OFFICER / PRESIDENT → PRESIDENT & SENIOR PORTFOLIO MANAGER; ownership 75% or more → Less than 5%
Jan 26, 2012 filing (earliest on record)
- ListedGUARINO, THOMAS, VITO · CHIEF COMPLIANCE OFFICER / PRESIDENT · 75% or more · control person
Quarter-over-quarter changes
Changes in reported position value vs the prior 13F, so price moves count too, not just shares bought or sold.
Top Adds (vs prior quarter)
- MICROSOFT CORP$7.9M +32.3%
- META PLATFORMS INC$4.2M +49.5%
- NVIDIA CORPORATION$3.0M +8.9%
- APPLE INC$2.9M +11.0%
- MICRON TECHNOLOGY INC$2.5M +433.5%
Top Trims
- KLA CORP-$10.6M -38.5%
- FLUOR CORP-$5.3M -96.0%
- CIENA CORP-$4.6M -29.2%
- AMERICAN EXPRESS CO-$2.6M -23.4%
- INTERNATIONAL BUSINESS MACHS-$1.7M -19.9%
New Positions
- EXXONMOBIL HOLDINGS CORP$8.7M
- AMERICAN CENTY ETF TR$4.5M
- BANCO SANTANDER SA$1.0M
- PHILLIPS 66$261.4K
Exited Positions
- EXXON MOBIL CORP$7.5M
- STARBUCKS CORP$4.9M
- SERVICENOW INC$3.7M
- WEBSTER FINL CORP$2.8M
- MONDELEZ INTL INC$2.7M
Orange Investment Advisors, Inc. Holdings (2026-09-30)
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 | ELI LILLY & CO | LLY | 532457108 | $47.4M | 5.91% | 40,985 | SH |
| 2 | SPDR SERIES TRUST | SPIB | 78464A375 | $44.6M | 5.57% | 1,382,436 | SH |
| 3 | ORANGE CNTY BANCORP INC | OBT | 68417L107 | $39.2M | 4.89% | 1,060,922 | SH |
| 4 | NVIDIA CORPORATION | NVDA | 67066G104 | $36.3M | 4.52% | 158,797 | SH |
| 5 | SPDR SERIES TRUST | SPSB | 78464A474 | $36.0M | 4.49% | 1,216,752 | SH |
| 6 | SELECT SECTOR SPDR TR | XLK | 81369Y803 | $34.6M | 4.31% | 176,670 | SH |
| 7 | MICROSOFT CORP | MSFT | 594918104 | $32.3M | 4.03% | 63,045 | SH |
| 8 | APPLE INC | AAPL | 037833100 | $29.0M | 3.62% | 87,038 | SH |
| 9 | INTUITIVE SURGICAL INC | ISRG | 46120E602 | $26.4M | 3.30% | 65,012 | SH |
| 10 | ALPHABET INC | GOOG | 02079K107 | $24.0M | 2.99% | 70,410 | SH |
| 11 | AMAZON COM INC | AMZN | 023135106 | $19.7M | 2.46% | 79,191 | SH |
| 12 | KLA CORP | KLAC | 482480100 | $16.9M | 2.11% | 86,862 | SH |
| 13 | JPMORGAN CHASE & CO | JPM | 46625H100 | $13.5M | 1.69% | 40,894 | SH |
| 14 | META PLATFORMS INC | META | 30303M102 | $12.6M | 1.58% | 17,436 | SH |
| 15 | STATE STR SPDR S&P 500 ETF T | SPY | 78462F103 | $12.6M | 1.58% | 16,577 | SH |
| 16 | ABBVIE INC | ABBV | 00287Y109 | $11.3M | 1.41% | 43,265 | SH |
| 17 | BROADCOM INC | AVGO | 11135F101 | $11.2M | 1.40% | 31,903 | SH |
| 18 | CIENA CORP | CIEN | 171779309 | $11.2M | 1.39% | 31,785 | SH |
| 19 | SELECT SECTOR SPDR TR | XLF | 81369Y605 | $10.0M | 1.25% | 187,806 | SH |
| 20 | THERMO FISHER SCIENTIFIC INC | TMO | 883556102 | $9.8M | 1.22% | 14,460 | SH |
| 21 | VISA INC | V | 92826C839 | $9.4M | 1.17% | 26,167 | SH |
| 22 | ADVANCED MICRO DEVICES INC | AMD | 007903107 | $9.1M | 1.13% | 14,806 | SH |
| 23 | ISHARES TR | FLOT | 46429B655 | $9.1M | 1.13% | 177,284 | SH |
| 24 | EXXONMOBIL HOLDINGS CORP | XOM | 30233Q108 | $8.7M | 1.08% | 53,247 | SH |
| 25 | AMERICAN EXPRESS CO | AXP | 025816109 | $8.6M | 1.07% | 28,153 | SH |
| 26 | CISCO SYS INC | CSCO | 17275R102 | $8.4M | 1.05% | 78,205 | SH |
| 27 | MEDTRONIC PLC | MDT | G5960L103 | $8.3M | 1.03% | 95,692 | SH |
| 28 | SELECT SECTOR SPDR TR | XLC | 81369Y852 | $8.1M | 1.01% | 72,846 | SH |
| 29 | SPDR SERIES TRUST | SPSM | 78468R853 | $8.0M | 0.99% | 150,608 | SH |
| 30 | SELECT SECTOR SPDR TR | XLV | 81369Y209 | $7.9M | 0.99% | 47,097 | SH |
| 31 | AUTOZONE INC | AZO | 053332102 | $7.7M | 0.96% | 2,726 | SH |
| 32 | SELECT SECTOR SPDR TR | XLY | 81369Y407 | $7.6M | 0.95% | 70,090 | SH |
| 33 | MARATHON PETE CORP | MPC | 56585A102 | $7.6M | 0.95% | 19,290 | SH |
| 34 | MORGAN STANLEY | MS | 617446448 | $7.2M | 0.90% | 38,411 | SH |
| 35 | INTERNATIONAL BUSINESS MACHS | IBM | 459200101 | $6.9M | 0.86% | 31,252 | SH |
| 36 | SELECT SECTOR SPDR TR | XLI | 81369Y704 | $6.5M | 0.81% | 38,870 | SH |
| 37 | TENET HEALTHCARE CORP | THC | 88033G407 | $6.1M | 0.76% | 23,933 | SH |
| 38 | UNITED RENTALS INC | URI | 911363109 | $6.1M | 0.76% | 6,070 | SH |
| 39 | WW GRAINGER INC | GWW | 384802104 | $5.7M | 0.71% | 4,592 | SH |
| 40 | SALESFORCE INC | CRM | 79466L302 | $5.7M | 0.71% | 24,720 | SH |
| 41 | AMPHENOL CORP | APH | 032095101 | $4.7M | 0.59% | 56,233 | SH |
| 42 | CHARLES SCHWAB CORP (THE) | SCHW | 808513105 | $4.7M | 0.59% | 48,162 | SH |
| 43 | NEWMONT CORP | NEM | 651639106 | $4.6M | 0.58% | 39,992 | SH |
| 44 | AMERICAN CENTY ETF TR | AVDV | 025072802 | $4.5M | 0.56% | 40,815 | SH |
| 45 | MARSH & MCLENNAN COS INC | MRSH | 571748102 | $4.2M | 0.53% | 24,788 | SH |
| 46 | QUANTA SVCS INC | PWR | 74762E102 | $4.2M | 0.53% | 6,580 | SH |
| 47 | JONES LANG LASALLE INC | JLL | 48020Q107 | $4.1M | 0.51% | 13,273 | SH |
| 48 | SHERWIN WILLIAMS CO | SHW | 824348106 | $4.0M | 0.50% | 12,322 | SH |
| 49 | NETFLIX INC. | NFLX | 64110L106 | $4.0M | 0.50% | 57,081 | SH |
| 50 | SELECT SECTOR SPDR TR | XLP | 81369Y308 | $3.9M | 0.49% | 48,508 | SH |
Filing History
| Period | Filed | AUM | Holdings | Accession |
|---|---|---|---|---|
| 2026-09-30 | 2026-10-23 | $801.7M | 137 | 0002085853-26-001282 |
| 2026-06-30 | 2026-07-21 | $823.0M | 143 | 0002085853-26-000795 |
| 2026-03-31 | 2026-04-22 | $771.5M | 145 | 0002085853-26-000455 |
| 2026-03-31 | 2026-04-14 | $771.4M | 145 | 0002085853-26-000373 |
Filer Information
Address
117 GRAND STREET, SUITE 201GOSHEN, NY 10924
Phone
(914) 294-6127
Filing Manager
Orange Investment Advisors, Inc.
GOSHEN, NY
Signatory
Steven R. Maurer
Chief Compliance Officer