Orange Investment Advisors, Inc.
144 holdingsFiling period: 2026-06-30Current AUM: $838.3Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | LLY | ELI LILLY & CO | 41.5K | $49.7M | $47.1M | 5.62% | -1,370 | 2026-06-30 |
| 2 | SPIB | SPDR SERIES TRUST | 1.34M | $44.8M | $43.7M | 5.21% | +28.0K | 2026-06-30 |
| 3 | OBT | ORANGE CNTY BANCORP INC | 1.06M | $39.0M | $41.1M | 4.91% | -568 | 2026-06-30 |
| 4 | SPSB | SPDR SERIES TRUST | 1.18M | $35.4M | $35.0M | 4.18% | +16.7K | 2026-06-30 |
| 5 | XLK | SELECT SECTOR SPDR TR | 183.4K | $34.9M | $33.7M | 4.02% | -5,342 | 2026-06-30 |
| 6 | NVDA | NVIDIA CORPORATION | 166.4K | $33.3M | $35.3M | 4.21% | -19,594 | 2026-06-30 |
| 7 | KLAC | KLA CORP | 91.2K | $27.5M | $15.3M | 1.83% | +80.2K | 2026-06-30 |
| 8 | AAPL | APPLE INC | 90.3K | $26.1M | $29.9M | 3.57% | -6,562 | 2026-06-30 |
| 9 | ISRG | INTUITIVE SURGICAL INC | 65.0K | $25.9M | $24.5M | 2.92% | -800 | 2026-06-30 |
| 10 | GOOG | ALPHABET INC | 69.5K | $24.6M | $23.7M | 2.83% | -7,491 | 2026-06-30 |
| 11 | MSFT | MICROSOFT CORP | 65.5K | $24.4M | $32.6M | 3.89% | -2,207 | 2026-06-30 |
| 12 | AMZN | AMAZON COM INC | 74.2K | $17.7M | $18.4M | 2.20% | -5,772 | 2026-06-30 |
| 13 | CIEN | CIENA CORP | 32.2K | $15.8M | $10.8M | 1.28% | -5,695 | 2026-06-30 |
| 14 | JPM | JPMORGAN CHASE & CO | 43.1K | $14.1M | $15.2M | 1.81% | -2,294 | 2026-06-30 |
| 15 | SPY | STATE STR SPDR S&P 500 ETF T | 17.8K | $13.3M | $13.5M | 1.61% | -196 | 2026-06-30 |
| 16 | AVGO | BROADCOM INC | 32.1K | $12.1M | $10.9M | 1.30% | -4,510 | 2026-06-30 |
| 17 | ABBV | ABBVIE INC | 45.6K | $11.5M | $12.0M | 1.43% | -69 | 2026-06-30 |
| 18 | AXP | AMERICAN EXPRESS CO | 33.1K | $11.2M | $10.7M | 1.28% | -1,907 | 2026-06-30 |
| 19 | XLF | SELECT SECTOR SPDR TR | 196.2K | $10.5M | $11.2M | 1.33% | +103 | 2026-06-30 |
| 20 | V | VISA INC | 28.6K | $9.8M | $10.8M | 1.28% | -1,197 | 2026-06-30 |
| 21 | CSCO | CISCO SYS INC | 78.8K | $9.3M | $8.7M | 1.03% | -8,602 | 2026-06-30 |
| 22 | SPSM | SPDR SERIES TRUST | 153.4K | $8.8M | $8.4M | 1.00% | +49 | 2026-06-30 |
| 23 | FLOT | ISHARES TR | 172.6K | $8.8M | $8.8M | 1.05% | -777 | 2026-06-30 |
| 24 | AMD | ADVANCED MICRO DEVICES INC | 14.9K | $8.6M | $7.5M | 0.90% | -1,608 | 2026-06-30 |
| 25 | IBM | INTERNATIONAL BUSINESS MACHS | 30.5K | $8.6M | $7.6M | 0.90% | +1.3K | 2026-06-30 |
← Scroll →
Page 1 of 6