Filed: 7/21/2025ACC: 0001062993-25-013000
📋 What this filing means
ORANGE INVESTMENT ADVISORS, INC. filed this quarterly 13F‑HR report disclosing 175 equity positions with a total reported market value of $913.44M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
175
Positions
$913.44M
Total AUM (reported)
9.14M
Total Shares
Allocation by class
COM$913.44M100.0%
Portfolio Concentration
Top 3$128.38M14.1%
4–10$208.41M22.8%
11–25$197.53M21.6%
Rest$379.14M41.5%
Top 3 weight
14.1%
Top 10 weight
36.9%
Voting Authority Distribution
Total shares with voting rights: 9.14M
Sole
Full voting authority
4.09M
shares
% of voting shares44.8%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
5.05M
shares
% of voting shares55.2%
Investment Discretion (by position count)
Sole175
Shared0
Other0
Dominant voting typeNone · 55.2% of voting shares
Institutional Holdings175
Rows:
NVIDIA Corp
SOLEShares280.39K
TypeSH
Market value$44.30M
4.85%
Sole
228.99K
Shared
0.00
None
51.40K
Microsoft Corp
SOLEShares85.88K
TypeSH
Market value$42.72M
4.68%
Sole
71.27K
Shared
0.00
None
14.60K
SPDR Portfolio Intermediate Term Corporate Bond ETF
SOLEShares1.23M
TypeSH
Market value$41.36M
4.53%
Sole
0.00
Shared
0.00
None
1.23M
Eli Lilly and Co
SOLEShares48.03K
TypeSH
Market value$37.44M
4.10%
Sole
16.20K
Shared
0.00
None
31.82K
Intuitive Surgical Inc
SOLEShares67.22K
TypeSH
Market value$36.53M
4.00%
Sole
300.00
Shared
0.00
None
66.92K
SPDR Portfolio Short Term Corporate Bond ETF
SOLEShares1.09M
TypeSH
Market value$32.76M
3.59%
Sole
0.00
Shared
0.00
None
1.09M
Orange County Bancorp Inc
SOLEShares1.16M
TypeSH
Market value$30.02M
3.29%
Sole
258.65K
Shared
0.00
None
902.97K
Apple Inc
SOLEShares128.95K
TypeSH
Market value$26.46M
2.90%
Sole
104.15K
Shared
0.00
None
24.80K
Technology Select Sector SPDR ETF
SOLEShares92.22K
TypeSH
Market value$23.35M
2.56%
Sole
0.00
Shared
0.00
None
92.22K
Amazon.com Inc
SOLEShares99.62K
TypeSH
Market value$21.86M
2.39%
Sole
84.37K
Shared
0.00
None
15.26K
Alphabet Inc Class C
SOLEShares120.11K
TypeSH
Market value$21.31M
2.33%
Sole
100.25K
Shared
0.00
None
19.87K
JPMorgan Chase & Co
SOLEShares63.51K
TypeSH
Market value$18.41M
2.02%
Sole
51.14K
Shared
0.00
None
12.37K
KLA Corp
SOLEShares18.51K
TypeSH
Market value$16.58M
1.81%
Sole
16.94K
Shared
0.00
None
1.57K
Broadcom Inc
SOLEShares58.12K
TypeSH
Market value$16.02M
1.75%
Sole
38.19K
Shared
0.00
None
19.93K
Meta Platforms Inc
SOLEShares21.39K
TypeSH
Market value$15.79M
1.73%
Sole
19.52K
Shared
0.00
None
1.87K
American Express Co
SOLEShares45.65K
TypeSH
Market value$14.56M
1.59%
Sole
39.78K
Shared
0.00
None
5.87K
Visa Inc
SOLEShares35.35K
TypeSH
Market value$12.55M
1.37%
Sole
28.86K
Shared
0.00
None
6.50K
SPDR S&P 500 ETF
SOLEShares19.91K
TypeSH
Market value$12.30M
1.35%
Sole
203.00
Shared
0.00
None
19.70K
Exxon Mobil Corp
SOLEShares95.58K
TypeSH
Market value$10.30M
1.13%
Sole
76.88K
Shared
0.00
None
18.69K
Marsh & McLennan Companies Inc
SOLEShares46.98K
TypeSH
Market value$10.27M
1.12%
Sole
39.50K
Shared
0.00
None
7.48K
Financial Select Sector SPDR ETF
SOLEShares195.20K
TypeSH
Market value$10.22M
1.12%
Sole
0.00
Shared
0.00
None
195.20K
AutoZone Inc
SOLEShares2.69K
TypeSH
Market value$10.00M
1.09%
Sole
2.30K
Shared
0.00
None
393.00
International Business Machines Corp
SOLEShares33.91K
TypeSH
Market value$10.00M
1.09%
Sole
30.82K
Shared
0.00
None
3.09K
Salesforce Inc
SOLEShares35.56K
TypeSH
Market value$9.70M
1.06%
Sole
30.60K
Shared
0.00
None
4.96K
AbbVie Inc
SOLEShares51.29K
TypeSH
Market value$9.52M
1.04%
Sole
44.60K
Shared
0.00
None
6.69K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
NVIDIA CorpSOLE | COM | 280.39K | SH | $44.30M 4.85% | 228.99K | 0.00 | 51.40K |
Microsoft CorpSOLE | COM | 85.88K | SH | $42.72M 4.68% | 71.27K | 0.00 | 14.60K |
SPDR Portfolio Intermediate Term Corporate Bond ETFSOLE | COM | 1.23M | SH | $41.36M 4.53% | 0.00 | 0.00 | 1.23M |
Eli Lilly and CoSOLE | COM | 48.03K | SH | $37.44M 4.10% | 16.20K | 0.00 | 31.82K |
Intuitive Surgical IncSOLE | COM | 67.22K | SH | $36.53M 4.00% | 300.00 | 0.00 | 66.92K |
SPDR Portfolio Short Term Corporate Bond ETFSOLE | COM | 1.09M | SH | $32.76M 3.59% | 0.00 | 0.00 | 1.09M |
Orange County Bancorp IncSOLE | COM | 1.16M | SH | $30.02M 3.29% | 258.65K | 0.00 | 902.97K |
Apple IncSOLE | COM | 128.95K | SH | $26.46M 2.90% | 104.15K | 0.00 | 24.80K |
Technology Select Sector SPDR ETFSOLE | COM | 92.22K | SH | $23.35M 2.56% | 0.00 | 0.00 | 92.22K |
Amazon.com IncSOLE | COM | 99.62K | SH | $21.86M 2.39% | 84.37K | 0.00 | 15.26K |
Alphabet Inc Class CSOLE | COM | 120.11K | SH | $21.31M 2.33% | 100.25K | 0.00 | 19.87K |
JPMorgan Chase & CoSOLE | COM | 63.51K | SH | $18.41M 2.02% | 51.14K | 0.00 | 12.37K |
KLA CorpSOLE | COM | 18.51K | SH | $16.58M 1.81% | 16.94K | 0.00 | 1.57K |
Broadcom IncSOLE | COM | 58.12K | SH | $16.02M 1.75% | 38.19K | 0.00 | 19.93K |
Meta Platforms IncSOLE | COM | 21.39K | SH | $15.79M 1.73% | 19.52K | 0.00 | 1.87K |
American Express CoSOLE | COM | 45.65K | SH | $14.56M 1.59% | 39.78K | 0.00 | 5.87K |
Visa IncSOLE | COM | 35.35K | SH | $12.55M 1.37% | 28.86K | 0.00 | 6.50K |
SPDR S&P 500 ETFSOLE | COM | 19.91K | SH | $12.30M 1.35% | 203.00 | 0.00 | 19.70K |
Exxon Mobil CorpSOLE | COM | 95.58K | SH | $10.30M 1.13% | 76.88K | 0.00 | 18.69K |
Marsh & McLennan Companies IncSOLE | COM | 46.98K | SH | $10.27M 1.12% | 39.50K | 0.00 | 7.48K |
Financial Select Sector SPDR ETFSOLE | COM | 195.20K | SH | $10.22M 1.12% | 0.00 | 0.00 | 195.20K |
AutoZone IncSOLE | COM | 2.69K | SH | $10.00M 1.09% | 2.30K | 0.00 | 393.00 |
International Business Machines CorpSOLE | COM | 33.91K | SH | $10.00M 1.09% | 30.82K | 0.00 | 3.09K |
Salesforce IncSOLE | COM | 35.56K | SH | $9.70M 1.06% | 30.60K | 0.00 | 4.96K |
AbbVie IncSOLE | COM | 51.29K | SH | $9.52M 1.04% | 44.60K | 0.00 | 6.69K |
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