Orange Investment Advisors, Inc.
146 holdingsFiling period: 2026-03-31Current AUM: $854.3Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | SPIB | SPDR SERIES TRUST | 1.31M | $44.0M | $43.5M | 5.09% | +27.9K | 2026-03-31 |
| 2 | LLY | ELI LILLY & CO | 42.8K | $39.4M | $49.2M | 5.76% | -2,656 | 2026-03-31 |
| 3 | SPSB | SPDR SERIES TRUST | 1.16M | $35.0M | $34.8M | 4.08% | +28.5K | 2026-03-31 |
| 4 | OBT | ORANGE CNTY BANCORP INC | 1.06M | $33.9M | $40.6M | 4.75% | -40,127 | 2026-03-31 |
| 5 | NVDA | NVIDIA CORPORATION | 186.0K | $32.4M | $37.3M | 4.37% | -49,364 | 2026-03-31 |
| 6 | ISRG | INTUITIVE SURGICAL INC | 65.8K | $30.3M | $23.3M | 2.72% | -200 | 2026-03-31 |
| 7 | MSFT | MICROSOFT CORP | 67.8K | $25.1M | $31.5M | 3.69% | -6,065 | 2026-03-31 |
| 8 | XLK | SELECT SECTOR SPDR TR | 188.7K | $25.1M | $33.1M | 3.87% | -6,644 | 2026-03-31 |
| 9 | AAPL | APPLE INC | 96.8K | $24.6M | $29.9M | 3.50% | -14,333 | 2026-03-31 |
| 10 | GOOG | ALPHABET INC | 77.0K | $22.1M | $27.5M | 3.22% | -17,334 | 2026-03-31 |
| 11 | AMZN | AMAZON COM INC | 79.9K | $16.6M | $21.7M | 2.54% | -12,032 | 2026-03-31 |
| 12 | KLAC | KLA CORP | 11.0K | $16.1M | $2.0M | 0.23% | -2,909 | 2026-03-31 |
| 13 | CIEN | CIENA CORP | 37.9K | $14.7M | $14.3M | 1.67% | -11,996 | 2026-03-31 |
| 14 | JPM | JPMORGAN CHASE & CO | 45.4K | $13.3M | $16.0M | 1.87% | -7,799 | 2026-03-31 |
| 15 | SPY | STATE STR SPDR S&P 500 ETF T | 18.0K | $11.7M | $13.5M | 1.58% | -796 | 2026-03-31 |
| 16 | AVGO | BROADCOM INC | 36.6K | $11.3M | $14.2M | 1.67% | -16,345 | 2026-03-31 |
| 17 | XOM | EXXON MOBIL CORP | 62.4K | $10.6M | $9.7M | 1.13% | -19,905 | 2026-03-31 |
| 18 | XOM | EXXON MOBIL CORP | 62.4K | $10.6M | $9.7M | 1.13% | -19,905 | 2026-03-31 |
| 19 | AXP | AMERICAN EXPRESS CO | 35.0K | $10.6M | $11.8M | 1.38% | -1,480 | 2026-03-31 |
| 20 | ABBV | ABBVIE INC | 45.7K | $9.9M | $11.5M | 1.34% | -3,094 | 2026-03-31 |
| 21 | XLF | SELECT SECTOR SPDR TR | 196.1K | $9.7M | $11.2M | 1.31% | -4,934 | 2026-03-31 |
| 22 | V | VISA INC | 29.8K | $9.0M | $10.9M | 1.28% | -2,889 | 2026-03-31 |
| 23 | META | META PLATFORMS INC | 15.5K | $8.9M | $8.6M | 1.01% | -3,831 | 2026-03-31 |
| 24 | FLOT | ISHARES TR | 173.4K | $8.8M | $8.9M | 1.04% | +9.5K | 2026-03-31 |
| 25 | — | MEDTRONIC PLC | 101.7K | $8.8M | $8.8M | 1.03% | -669 | 2026-03-31 |
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