Filed: 10/16/2025ACC: 0001062993-25-016137
📋 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 $960.51M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
177
Positions
$960.51M
Total AUM (reported)
9.24M
Total Shares
Allocation by class
COM$960.51M100.0%
Portfolio Concentration
Top 3$136.63M14.2%
4–10$218.15M22.7%
11–25$211.54M22.0%
Rest$394.19M41.0%
Top 3 weight
14.2%
Top 10 weight
36.9%
Voting Authority Distribution
Total shares with voting rights: 9.24M
Sole
Full voting authority
3.72M
shares
% of voting shares40.3%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
5.52M
shares
% of voting shares59.7%
Investment Discretion (by position count)
Sole177
Shared0
Other0
Dominant voting typeNone · 59.7% of voting shares
Institutional Holdings177
Rows:
NVIDIA Corp
SOLEShares262.54K
TypeSH
Market value$48.98M
5.10%
Sole
212.74K
Shared
0.00
None
49.80K
SPDR Portfolio Intermediate Term Corporate Bond ETF
SOLEShares1.31M
TypeSH
Market value$44.32M
4.61%
Sole
0.00
Shared
0.00
None
1.31M
Microsoft Corp
SOLEShares83.66K
TypeSH
Market value$43.33M
4.51%
Sole
68.84K
Shared
0.00
None
14.82K
Eli Lilly and Co
SOLEShares47.98K
TypeSH
Market value$36.61M
3.81%
Sole
16.57K
Shared
0.00
None
31.41K
SPDR Portfolio Short Term Corporate Bond ETF
SOLEShares1.16M
TypeSH
Market value$34.99M
3.64%
Sole
0.00
Shared
0.00
None
1.16M
Apple Inc
SOLEShares122.96K
TypeSH
Market value$31.31M
3.26%
Sole
98.53K
Shared
0.00
None
24.43K
Intuitive Surgical Inc
SOLEShares66.31K
TypeSH
Market value$29.66M
3.09%
Sole
300.00
Shared
0.00
None
66.01K
Orange County Bancorp Inc
SOLEShares1.16M
TypeSH
Market value$29.28M
3.05%
Sole
0.00
Shared
0.00
None
1.16M
Alphabet Inc Class C
SOLEShares116.10K
TypeSH
Market value$28.28M
2.94%
Sole
96.49K
Shared
0.00
None
19.61K
Technology Select Sector SPDR ETF
SOLEShares99.41K
TypeSH
Market value$28.02M
2.92%
Sole
0.00
Shared
0.00
None
99.41K
Amazon.com Inc
SOLEShares98.52K
TypeSH
Market value$21.63M
2.25%
Sole
83.18K
Shared
0.00
None
15.35K
KLA Corp
SOLEShares18.03K
TypeSH
Market value$19.44M
2.02%
Sole
16.47K
Shared
0.00
None
1.56K
JPMorgan Chase & Co
SOLEShares61.50K
TypeSH
Market value$19.40M
2.02%
Sole
49.41K
Shared
0.00
None
12.09K
Broadcom Inc
SOLEShares56.49K
TypeSH
Market value$18.64M
1.94%
Sole
37.45K
Shared
0.00
None
19.04K
Meta Platforms Inc
SOLEShares21.08K
TypeSH
Market value$15.48M
1.61%
Sole
19.21K
Shared
0.00
None
1.87K
American Express Co
SOLEShares44.22K
TypeSH
Market value$14.69M
1.53%
Sole
38.40K
Shared
0.00
None
5.82K
SPDR S&P 500 ETF
SOLEShares19.63K
TypeSH
Market value$13.08M
1.36%
Sole
303.00
Shared
0.00
None
19.33K
Visa Inc
SOLEShares35.40K
TypeSH
Market value$12.09M
1.26%
Sole
29K
Shared
0.00
None
6.40K
Ciena Corp
SOLEShares80.62K
TypeSH
Market value$11.74M
1.22%
Sole
72.90K
Shared
0.00
None
7.71K
AbbVie Inc
SOLEShares50.69K
TypeSH
Market value$11.74M
1.22%
Sole
44.01K
Shared
0.00
None
6.68K
AutoZone Inc
SOLEShares2.63K
TypeSH
Market value$11.27M
1.17%
Sole
2.23K
Shared
0.00
None
392.00
Financial Select Sector SPDR ETF
SOLEShares204.28K
TypeSH
Market value$11.00M
1.15%
Sole
0.00
Shared
0.00
None
204.28K
United Rentals Inc
SOLEShares11.13K
TypeSH
Market value$10.63M
1.11%
Sole
9.32K
Shared
0.00
None
1.81K
Exxon Mobil Corp
SOLEShares92.75K
TypeSH
Market value$10.46M
1.09%
Sole
74.39K
Shared
0.00
None
18.37K
Chart Industries Inc
SOLEShares51.28K
TypeSH
Market value$10.26M
1.07%
Sole
45.52K
Shared
0.00
None
5.76K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
NVIDIA CorpSOLE | COM | 262.54K | SH | $48.98M 5.10% | 212.74K | 0.00 | 49.80K |
SPDR Portfolio Intermediate Term Corporate Bond ETFSOLE | COM | 1.31M | SH | $44.32M 4.61% | 0.00 | 0.00 | 1.31M |
Microsoft CorpSOLE | COM | 83.66K | SH | $43.33M 4.51% | 68.84K | 0.00 | 14.82K |
Eli Lilly and CoSOLE | COM | 47.98K | SH | $36.61M 3.81% | 16.57K | 0.00 | 31.41K |
SPDR Portfolio Short Term Corporate Bond ETFSOLE | COM | 1.16M | SH | $34.99M 3.64% | 0.00 | 0.00 | 1.16M |
Apple IncSOLE | COM | 122.96K | SH | $31.31M 3.26% | 98.53K | 0.00 | 24.43K |
Intuitive Surgical IncSOLE | COM | 66.31K | SH | $29.66M 3.09% | 300.00 | 0.00 | 66.01K |
Orange County Bancorp IncSOLE | COM | 1.16M | SH | $29.28M 3.05% | 0.00 | 0.00 | 1.16M |
Alphabet Inc Class CSOLE | COM | 116.10K | SH | $28.28M 2.94% | 96.49K | 0.00 | 19.61K |
Technology Select Sector SPDR ETFSOLE | COM | 99.41K | SH | $28.02M 2.92% | 0.00 | 0.00 | 99.41K |
Amazon.com IncSOLE | COM | 98.52K | SH | $21.63M 2.25% | 83.18K | 0.00 | 15.35K |
KLA CorpSOLE | COM | 18.03K | SH | $19.44M 2.02% | 16.47K | 0.00 | 1.56K |
JPMorgan Chase & CoSOLE | COM | 61.50K | SH | $19.40M 2.02% | 49.41K | 0.00 | 12.09K |
Broadcom IncSOLE | COM | 56.49K | SH | $18.64M 1.94% | 37.45K | 0.00 | 19.04K |
Meta Platforms IncSOLE | COM | 21.08K | SH | $15.48M 1.61% | 19.21K | 0.00 | 1.87K |
American Express CoSOLE | COM | 44.22K | SH | $14.69M 1.53% | 38.40K | 0.00 | 5.82K |
SPDR S&P 500 ETFSOLE | COM | 19.63K | SH | $13.08M 1.36% | 303.00 | 0.00 | 19.33K |
Visa IncSOLE | COM | 35.40K | SH | $12.09M 1.26% | 29K | 0.00 | 6.40K |
Ciena CorpSOLE | COM | 80.62K | SH | $11.74M 1.22% | 72.90K | 0.00 | 7.71K |
AbbVie IncSOLE | COM | 50.69K | SH | $11.74M 1.22% | 44.01K | 0.00 | 6.68K |
AutoZone IncSOLE | COM | 2.63K | SH | $11.27M 1.17% | 2.23K | 0.00 | 392.00 |
Financial Select Sector SPDR ETFSOLE | COM | 204.28K | SH | $11.00M 1.15% | 0.00 | 0.00 | 204.28K |
United Rentals IncSOLE | COM | 11.13K | SH | $10.63M 1.11% | 9.32K | 0.00 | 1.81K |
Exxon Mobil CorpSOLE | COM | 92.75K | SH | $10.46M 1.09% | 74.39K | 0.00 | 18.37K |
Chart Industries IncSOLE | COM | 51.28K | SH | $10.26M 1.07% | 45.52K | 0.00 | 5.76K |
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