Filed: 1/10/2025ACC: 0001062993-25-000619
📋 What this filing means
ORANGE INVESTMENT ADVISORS, INC. filed this quarterly 13F‑HR report disclosing 177 equity positions with a total reported market value of $882.91M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
177
Positions
$882.91M
Total AUM (reported)
9.05M
Total Shares
Allocation by class
COM$882.91M100.0%
Portfolio Concentration
Top 3$117.81M13.3%
4–10$213.49M24.2%
11–25$195.90M22.2%
Rest$355.71M40.3%
Top 3 weight
13.3%
Top 10 weight
37.5%
Voting Authority Distribution
Total shares with voting rights: 9.05M
Sole
Full voting authority
4.23M
shares
% of voting shares46.7%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
4.82M
shares
% of voting shares53.3%
Investment Discretion (by position count)
Sole177
Shared0
Other0
Dominant voting typeNone · 53.3% of voting shares
Institutional Holdings177
Rows:
SPDR Portfolio Intermediate Term Corporate Bond ETF
SOLEShares1.23M
TypeSH
Market value$40.45M
4.58%
Sole
0.00
Shared
0.00
None
1.23M
NVIDIA Corp
SOLEShares298.80K
TypeSH
Market value$40.13M
4.54%
Sole
239.37K
Shared
0.00
None
59.43K
Eli Lilly and Co
SOLEShares48.23K
TypeSH
Market value$37.23M
4.22%
Sole
15.03K
Shared
0.00
None
33.20K
Microsoft Corp
SOLEShares88.25K
TypeSH
Market value$37.20M
4.21%
Sole
72.08K
Shared
0.00
None
16.16K
Intuitive Surgical Inc
SOLEShares70.30K
TypeSH
Market value$36.69M
4.16%
Sole
331.00
Shared
0.00
None
69.97K
Orange County Bancorp Inc
SOLEShares602.18K
TypeSH
Market value$33.46M
3.79%
Sole
0.00
Shared
0.00
None
602.18K
Apple Inc
SOLEShares127.94K
TypeSH
Market value$32.04M
3.63%
Sole
99.68K
Shared
0.00
None
28.26K
SPDR Portfolio Short Term Corporate Bond ETF
SOLEShares1.05M
TypeSH
Market value$31.31M
3.55%
Sole
0.00
Shared
0.00
None
1.05M
Alphabet Inc Class C
SOLEShares113.55K
TypeSH
Market value$21.62M
2.45%
Sole
91.78K
Shared
0.00
None
21.77K
Technology Select Sector SPDR ETF
SOLEShares91.01K
TypeSH
Market value$21.16M
2.40%
Sole
0.00
Shared
0.00
None
91.01K
Amazon.com Inc
SOLEShares95.96K
TypeSH
Market value$21.05M
2.38%
Sole
80.09K
Shared
0.00
None
15.87K
JPMorgan Chase & Co
SOLEShares72.51K
TypeSH
Market value$17.38M
1.97%
Sole
58.56K
Shared
0.00
None
13.95K
Broadcom Inc
SOLEShares62.43K
TypeSH
Market value$14.47M
1.64%
Sole
37.65K
Shared
0.00
None
24.78K
American Express Co
SOLEShares45.62K
TypeSH
Market value$13.54M
1.53%
Sole
39.41K
Shared
0.00
None
6.21K
SPDR S&P 500 ETF
SOLEShares23.02K
TypeSH
Market value$13.49M
1.53%
Sole
150.00
Shared
0.00
None
22.87K
KLA Corp
SOLEShares21.20K
TypeSH
Market value$13.36M
1.51%
Sole
19.53K
Shared
0.00
None
1.67K
UnitedHealth Group Inc
SOLEShares26.28K
TypeSH
Market value$13.30M
1.51%
Sole
22.02K
Shared
0.00
None
4.27K
Salesforce Inc
SOLEShares36.49K
TypeSH
Market value$12.20M
1.38%
Sole
31K
Shared
0.00
None
5.49K
Visa Inc
SOLEShares37.95K
TypeSH
Market value$11.99M
1.36%
Sole
30.66K
Shared
0.00
None
7.29K
Exxon Mobil Corp
SOLEShares103.54K
TypeSH
Market value$11.14M
1.26%
Sole
83.85K
Shared
0.00
None
19.69K
Adobe Systems Inc
SOLEShares24.83K
TypeSH
Market value$11.04M
1.25%
Sole
19.52K
Shared
0.00
None
5.31K
Chart Industries Inc
SOLEShares56.70K
TypeSH
Market value$10.82M
1.23%
Sole
50.21K
Shared
0.00
None
6.49K
Danaher Corp
SOLEShares47K
TypeSH
Market value$10.79M
1.22%
Sole
41.41K
Shared
0.00
None
5.59K
Advanced Micro Devices Inc
SOLEShares88.69K
TypeSH
Market value$10.71M
1.21%
Sole
75.53K
Shared
0.00
None
13.16K
Marsh & Mclennan Companies Inc
SOLEShares49.91K
TypeSH
Market value$10.60M
1.20%
Sole
40.93K
Shared
0.00
None
8.98K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
SPDR Portfolio Intermediate Term Corporate Bond ETFSOLE | COM | 1.23M | SH | $40.45M 4.58% | 0.00 | 0.00 | 1.23M |
NVIDIA CorpSOLE | COM | 298.80K | SH | $40.13M 4.54% | 239.37K | 0.00 | 59.43K |
Eli Lilly and CoSOLE | COM | 48.23K | SH | $37.23M 4.22% | 15.03K | 0.00 | 33.20K |
Microsoft CorpSOLE | COM | 88.25K | SH | $37.20M 4.21% | 72.08K | 0.00 | 16.16K |
Intuitive Surgical IncSOLE | COM | 70.30K | SH | $36.69M 4.16% | 331.00 | 0.00 | 69.97K |
Orange County Bancorp IncSOLE | COM | 602.18K | SH | $33.46M 3.79% | 0.00 | 0.00 | 602.18K |
Apple IncSOLE | COM | 127.94K | SH | $32.04M 3.63% | 99.68K | 0.00 | 28.26K |
SPDR Portfolio Short Term Corporate Bond ETFSOLE | COM | 1.05M | SH | $31.31M 3.55% | 0.00 | 0.00 | 1.05M |
Alphabet Inc Class CSOLE | COM | 113.55K | SH | $21.62M 2.45% | 91.78K | 0.00 | 21.77K |
Technology Select Sector SPDR ETFSOLE | COM | 91.01K | SH | $21.16M 2.40% | 0.00 | 0.00 | 91.01K |
Amazon.com IncSOLE | COM | 95.96K | SH | $21.05M 2.38% | 80.09K | 0.00 | 15.87K |
JPMorgan Chase & CoSOLE | COM | 72.51K | SH | $17.38M 1.97% | 58.56K | 0.00 | 13.95K |
Broadcom IncSOLE | COM | 62.43K | SH | $14.47M 1.64% | 37.65K | 0.00 | 24.78K |
American Express CoSOLE | COM | 45.62K | SH | $13.54M 1.53% | 39.41K | 0.00 | 6.21K |
SPDR S&P 500 ETFSOLE | COM | 23.02K | SH | $13.49M 1.53% | 150.00 | 0.00 | 22.87K |
KLA CorpSOLE | COM | 21.20K | SH | $13.36M 1.51% | 19.53K | 0.00 | 1.67K |
UnitedHealth Group IncSOLE | COM | 26.28K | SH | $13.30M 1.51% | 22.02K | 0.00 | 4.27K |
Salesforce IncSOLE | COM | 36.49K | SH | $12.20M 1.38% | 31K | 0.00 | 5.49K |
Visa IncSOLE | COM | 37.95K | SH | $11.99M 1.36% | 30.66K | 0.00 | 7.29K |
Exxon Mobil CorpSOLE | COM | 103.54K | SH | $11.14M 1.26% | 83.85K | 0.00 | 19.69K |
Adobe Systems IncSOLE | COM | 24.83K | SH | $11.04M 1.25% | 19.52K | 0.00 | 5.31K |
Chart Industries IncSOLE | COM | 56.70K | SH | $10.82M 1.23% | 50.21K | 0.00 | 6.49K |
Danaher CorpSOLE | COM | 47K | SH | $10.79M 1.22% | 41.41K | 0.00 | 5.59K |
Advanced Micro Devices IncSOLE | COM | 88.69K | SH | $10.71M 1.21% | 75.53K | 0.00 | 13.16K |
Marsh & Mclennan Companies IncSOLE | COM | 49.91K | SH | $10.60M 1.20% | 40.93K | 0.00 | 8.98K |
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