Filed: 4/11/2025ACC: 0001062993-25-007341
📋 What this filing means
ORANGE INVESTMENT ADVISORS, INC. filed this quarterly 13F‑HR report disclosing 169 equity positions with a total reported market value of $837.13M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
169
Positions
$837.13M
Total AUM (reported)
9.20M
Total Shares
Allocation by class
COM$837.13M100.0%
Portfolio Concentration
Top 3$115.38M13.8%
4–10$191.78M22.9%
11–25$187.45M22.4%
Rest$342.52M40.9%
Top 3 weight
13.8%
Top 10 weight
36.7%
Voting Authority Distribution
Total shares with voting rights: 9.20M
Sole
Full voting authority
3.84M
shares
% of voting shares41.7%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
5.36M
shares
% of voting shares58.3%
Investment Discretion (by position count)
Sole169
Shared0
Other0
Dominant voting typeNone · 58.3% of voting shares
Institutional Holdings169
Rows:
SPDR Portfolio Intermediate Term Corporate Bond ETF
SOLEShares1.25M
TypeSH
Market value$41.69M
4.98%
Sole
0.00
Shared
0.00
None
1.25M
Eli Lilly and Co
SOLEShares48.17K
TypeSH
Market value$39.79M
4.75%
Sole
15.39K
Shared
0.00
None
32.78K
Intuitive Surgical Inc
SOLEShares68.47K
TypeSH
Market value$33.91M
4.05%
Sole
331.00
Shared
0.00
None
68.14K
SPDR Portfolio Short Term Corporate Bond ETF
SOLEShares1.10M
TypeSH
Market value$33.12M
3.96%
Sole
0.00
Shared
0.00
None
1.10M
Microsoft Corp
SOLEShares88.09K
TypeSH
Market value$33.07M
3.95%
Sole
73.06K
Shared
0.00
None
15.03K
NVIDIA Corp
SOLEShares289.08K
TypeSH
Market value$31.33M
3.74%
Sole
236.89K
Shared
0.00
None
52.19K
Apple Inc
SOLEShares126.43K
TypeSH
Market value$28.08M
3.35%
Sole
100.97K
Shared
0.00
None
25.46K
Orange County Bancorp Inc
SOLEShares1.18M
TypeSH
Market value$27.57M
3.29%
Sole
0.00
Shared
0.00
None
1.18M
Amazon.com Inc
SOLEShares101.69K
TypeSH
Market value$19.35M
2.31%
Sole
86.49K
Shared
0.00
None
15.20K
Technology Select Sector SPDR ETF
SOLEShares93.23K
TypeSH
Market value$19.25M
2.30%
Sole
0.00
Shared
0.00
None
93.23K
Alphabet Inc Class C
SOLEShares112.96K
TypeSH
Market value$17.65M
2.11%
Sole
92.96K
Shared
0.00
None
20K
JPMorgan Chase & Co
SOLEShares69.57K
TypeSH
Market value$17.07M
2.04%
Sole
56.64K
Shared
0.00
None
12.93K
KLA Corp
SOLEShares20.63K
TypeSH
Market value$14.03M
1.68%
Sole
19.04K
Shared
0.00
None
1.60K
UnitedHealth Group Inc
SOLEShares24.72K
TypeSH
Market value$12.95M
1.55%
Sole
20.82K
Shared
0.00
None
3.90K
Visa Inc
SOLEShares36.84K
TypeSH
Market value$12.91M
1.54%
Sole
30.13K
Shared
0.00
None
6.71K
Exxon Mobil Corp
SOLEShares104.60K
TypeSH
Market value$12.44M
1.49%
Sole
85.29K
Shared
0.00
None
19.31K
American Express Co
SOLEShares45.76K
TypeSH
Market value$12.31M
1.47%
Sole
39.80K
Shared
0.00
None
5.96K
SPDR S&P 500 ETF
SOLEShares21.24K
TypeSH
Market value$11.88M
1.42%
Sole
199.00
Shared
0.00
None
21.04K
Meta Platforms Inc
SOLEShares20.60K
TypeSH
Market value$11.87M
1.42%
Sole
18.86K
Shared
0.00
None
1.74K
Marsh & Mclennan Companies Inc
SOLEShares48.37K
TypeSH
Market value$11.80M
1.41%
Sole
40.60K
Shared
0.00
None
7.76K
AutoZone Inc
SOLEShares2.95K
TypeSH
Market value$11.27M
1.35%
Sole
2.55K
Shared
0.00
None
404.00
Salesforce Inc
SOLEShares39.74K
TypeSH
Market value$10.67M
1.27%
Sole
34.60K
Shared
0.00
None
5.14K
Adobe Systems Inc
SOLEShares26.74K
TypeSH
Market value$10.25M
1.22%
Sole
21.92K
Shared
0.00
None
4.81K
AbbVie Inc
SOLEShares48.59K
TypeSH
Market value$10.18M
1.22%
Sole
41.93K
Shared
0.00
None
6.66K
Financial Select Sector SPDR ETF
SOLEShares204.25K
TypeSH
Market value$10.17M
1.22%
Sole
0.00
Shared
0.00
None
204.25K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
SPDR Portfolio Intermediate Term Corporate Bond ETFSOLE | COM | 1.25M | SH | $41.69M 4.98% | 0.00 | 0.00 | 1.25M |
Eli Lilly and CoSOLE | COM | 48.17K | SH | $39.79M 4.75% | 15.39K | 0.00 | 32.78K |
Intuitive Surgical IncSOLE | COM | 68.47K | SH | $33.91M 4.05% | 331.00 | 0.00 | 68.14K |
SPDR Portfolio Short Term Corporate Bond ETFSOLE | COM | 1.10M | SH | $33.12M 3.96% | 0.00 | 0.00 | 1.10M |
Microsoft CorpSOLE | COM | 88.09K | SH | $33.07M 3.95% | 73.06K | 0.00 | 15.03K |
NVIDIA CorpSOLE | COM | 289.08K | SH | $31.33M 3.74% | 236.89K | 0.00 | 52.19K |
Apple IncSOLE | COM | 126.43K | SH | $28.08M 3.35% | 100.97K | 0.00 | 25.46K |
Orange County Bancorp IncSOLE | COM | 1.18M | SH | $27.57M 3.29% | 0.00 | 0.00 | 1.18M |
Amazon.com IncSOLE | COM | 101.69K | SH | $19.35M 2.31% | 86.49K | 0.00 | 15.20K |
Technology Select Sector SPDR ETFSOLE | COM | 93.23K | SH | $19.25M 2.30% | 0.00 | 0.00 | 93.23K |
Alphabet Inc Class CSOLE | COM | 112.96K | SH | $17.65M 2.11% | 92.96K | 0.00 | 20K |
JPMorgan Chase & CoSOLE | COM | 69.57K | SH | $17.07M 2.04% | 56.64K | 0.00 | 12.93K |
KLA CorpSOLE | COM | 20.63K | SH | $14.03M 1.68% | 19.04K | 0.00 | 1.60K |
UnitedHealth Group IncSOLE | COM | 24.72K | SH | $12.95M 1.55% | 20.82K | 0.00 | 3.90K |
Visa IncSOLE | COM | 36.84K | SH | $12.91M 1.54% | 30.13K | 0.00 | 6.71K |
Exxon Mobil CorpSOLE | COM | 104.60K | SH | $12.44M 1.49% | 85.29K | 0.00 | 19.31K |
American Express CoSOLE | COM | 45.76K | SH | $12.31M 1.47% | 39.80K | 0.00 | 5.96K |
SPDR S&P 500 ETFSOLE | COM | 21.24K | SH | $11.88M 1.42% | 199.00 | 0.00 | 21.04K |
Meta Platforms IncSOLE | COM | 20.60K | SH | $11.87M 1.42% | 18.86K | 0.00 | 1.74K |
Marsh & Mclennan Companies IncSOLE | COM | 48.37K | SH | $11.80M 1.41% | 40.60K | 0.00 | 7.76K |
AutoZone IncSOLE | COM | 2.95K | SH | $11.27M 1.35% | 2.55K | 0.00 | 404.00 |
Salesforce IncSOLE | COM | 39.74K | SH | $10.67M 1.27% | 34.60K | 0.00 | 5.14K |
Adobe Systems IncSOLE | COM | 26.74K | SH | $10.25M 1.22% | 21.92K | 0.00 | 4.81K |
AbbVie IncSOLE | COM | 48.59K | SH | $10.18M 1.22% | 41.93K | 0.00 | 6.66K |
Financial Select Sector SPDR ETFSOLE | COM | 204.25K | SH | $10.17M 1.22% | 0.00 | 0.00 | 204.25K |
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