ORANGE INVESTMENT ADVISORS, INC.

Filed: 2/6/2026ACC: 0002085853-26-000219

📋 What this filing means

ORANGE INVESTMENT ADVISORS, INC. filed this quarterly 13F‑HR report disclosing 149 equity positions with a total reported market value of $903.93M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.

149

Positions

$903.93M

Total AUM (reported)

8.58M

Total Shares

Allocation by class

COM$524.47M58.0%

STATE STREET SPD$92.38M10.2%

COM NEW$83.52M9.2%

CL A$32.23M3.6%

CAP STK CL C$29.61M3.3%

STATE STREET TEC$28.12M3.1%

COM CL A$15.11M1.7%

Portfolio Concentration

Top 3$136.19M15.1%

4–10$226.79M25.1%

11–25$198.20M21.9%

Rest$342.75M37.9%

Top 3 weight

15.1%

Top 10 weight

40.2%

Voting Authority Distribution

Total shares with voting rights: 8.58M

Sole

Full voting authority

3.18M

% of voting shares37.0%

Shared

Joint voting authority

0.00

% of voting shares0.0%

None

No voting authority

5.40M

% of voting shares63.0%

Investment Discretion (by position count)

Sole149

Shared0

Other0

Dominant voting typeNone · 63.0% of voting shares

Institutional Holdings149

Rows:

ELI LILLY & CO

SOLE

COM

Shares45.49K

TypeSH

Market value$48.89M

5.41%

Sole

14.06K

Shared

0.00

None

31.43K

NVIDIA CORPORATION

SOLE

COM

Shares235.36K

TypeSH

Market value$43.90M

4.86%

Sole

186.09K

Shared

0.00

None

49.27K

SPDR SERIES TRUST

SOLE

STATE STREET SPD

Shares1.28M

TypeSH

Market value$43.40M

4.80%

Sole

0.00

Shared

0.00

None

1.28M

INTUITIVE SURGICAL INC

SOLE

COM NEW

Shares66.01K

TypeSH

Market value$37.39M

4.14%

Sole

0.00

Shared

0.00

None

66.01K

MICROSOFT CORP

SOLE

COM

Shares73.82K

TypeSH

Market value$35.70M

3.95%

Sole

58.92K

Shared

0.00

None

14.89K

SPDR SERIES TRUST

SOLE

STATE STREET SPD

Shares1.14M

TypeSH

Market value$34.28M

3.79%

Sole

0.00

Shared

0.00

None

1.14M

ORANGE CNTY BANCORP INC

SOLE

COM

Shares1.10M

TypeSH

Market value$31.45M

3.48%

Sole

198.65K

Shared

0.00

None

902.97K

APPLE INC

SOLE

COM

Shares111.18K

TypeSH

Market value$30.22M

3.34%

Sole

86.05K

Shared

0.00

None

25.13K

ALPHABET INC

SOLE

CAP STK CL C

Shares94.37K

TypeSH

Market value$29.61M

3.28%

Sole

74.88K

Shared

0.00

None

19.50K

SELECT SECTOR SPDR TR

SOLE

STATE STREET TEC

Shares195.35K

TypeSH

Market value$28.12M

3.11%

Sole

0.00

Shared

0.00

None

195.35K

AMAZON COM INC

SOLE

COM

Shares91.96K

TypeSH

Market value$21.23M

2.35%

Sole

76.32K

Shared

0.00

None

15.63K

BROADCOM INC

SOLE

COM

Shares52.92K

TypeSH

Market value$18.32M

2.03%

Sole

34.06K

Shared

0.00

None

18.86K

JPMORGAN CHASE & CO.

SOLE

COM

Shares53.16K

TypeSH

Market value$17.13M

1.89%

Sole

40.52K

Shared

0.00

None

12.64K

KLA CORP

SOLE

COM NEW

Shares13.86K

TypeSH

Market value$16.84M

1.86%

Sole

12.31K

Shared

0.00

None

1.55K

AMERICAN EXPRESS CO

SOLE

COM

Shares36.45K

TypeSH

Market value$13.48M

1.49%

Sole

30.66K

Shared

0.00

None

5.79K

SPDR S&P 500 ETF TR

SOLE

TR UNIT

Shares18.84K

TypeSH

Market value$12.85M

1.42%

Sole

90.00

Shared

0.00

None

18.75K

META PLATFORMS INC

SOLE

CL A

Shares19.34K

TypeSH

Market value$12.77M

1.41%

Sole

17.38K

Shared

0.00

None

1.96K

CIENA CORP

SOLE

COM NEW

Shares49.87K

TypeSH

Market value$11.66M

1.29%

Sole

42.45K

Shared

0.00

None

7.42K

VISA INC

SOLE

COM CL A

Shares32.73K

TypeSH

Market value$11.48M

1.27%

Sole

26.36K

Shared

0.00

None

6.38K

ABBVIE INC

SOLE

COM

Shares48.75K

TypeSH

Market value$11.14M

1.23%

Sole

41.95K

Shared

0.00

None

6.80K

SELECT SECTOR SPDR TR

SOLE

STATE STREET FIN

Shares201.03K

TypeSH

Market value$11.01M

1.22%

Sole

372.00

Shared

0.00

None

200.66K

ADOBE INC

SOLE

COM

Shares29.54K

TypeSH

Market value$10.34M

1.14%

Sole

24.82K

Shared

0.00

None

4.72K

THERMO FISHER SCIENTIFIC INC

SOLE

COM

Shares17.63K

TypeSH

Market value$10.22M

1.13%

Sole

14.24K

Shared

0.00

None

3.40K

EXXON MOBIL CORP

SOLE

COM

Shares82.28K

TypeSH

Market value$9.90M

1.10%

Sole

63.73K

Shared

0.00

None

18.54K

MEDTRONIC PLC

SOLE

SHS

Shares102.41K

TypeSH

Market value$9.84M

1.09%

Sole

1.02K

Shared

0.00

None

101.39K

Issuer	Class	Shares	Type	Value / Portfolio %	Voting — Sole	None
ELI LILLY & COSOLE	COM	45.49K	SH	$48.89M 5.41%	14.06K	31.43K
NVIDIA CORPORATIONSOLE	COM	235.36K	SH	$43.90M 4.86%	186.09K	49.27K
SPDR SERIES TRUSTSOLE	STATE STREET SPD	1.28M	SH	$43.40M 4.80%	0.00	1.28M
INTUITIVE SURGICAL INCSOLE	COM NEW	66.01K	SH	$37.39M 4.14%	0.00	66.01K
MICROSOFT CORPSOLE	COM	73.82K	SH	$35.70M 3.95%	58.92K	14.89K
SPDR SERIES TRUSTSOLE	STATE STREET SPD	1.14M	SH	$34.28M 3.79%	0.00	1.14M
ORANGE CNTY BANCORP INCSOLE	COM	1.10M	SH	$31.45M 3.48%	198.65K	902.97K
APPLE INCSOLE	COM	111.18K	SH	$30.22M 3.34%	86.05K	25.13K
ALPHABET INCSOLE	CAP STK CL C	94.37K	SH	$29.61M 3.28%	74.88K	19.50K
SELECT SECTOR SPDR TRSOLE	STATE STREET TEC	195.35K	SH	$28.12M 3.11%	0.00	195.35K
AMAZON COM INCSOLE	COM	91.96K	SH	$21.23M 2.35%	76.32K	15.63K
BROADCOM INCSOLE	COM	52.92K	SH	$18.32M 2.03%	34.06K	18.86K
JPMORGAN CHASE & CO.SOLE	COM	53.16K	SH	$17.13M 1.89%	40.52K	12.64K
KLA CORPSOLE	COM NEW	13.86K	SH	$16.84M 1.86%	12.31K	1.55K
AMERICAN EXPRESS COSOLE	COM	36.45K	SH	$13.48M 1.49%	30.66K	5.79K
SPDR S&P 500 ETF TRSOLE	TR UNIT	18.84K	SH	$12.85M 1.42%	90.00	18.75K
META PLATFORMS INCSOLE	CL A	19.34K	SH	$12.77M 1.41%	17.38K	1.96K
CIENA CORPSOLE	COM NEW	49.87K	SH	$11.66M 1.29%	42.45K	7.42K
VISA INCSOLE	COM CL A	32.73K	SH	$11.48M 1.27%	26.36K	6.38K
ABBVIE INCSOLE	COM	48.75K	SH	$11.14M 1.23%	41.95K	6.80K
SELECT SECTOR SPDR TRSOLE	STATE STREET FIN	201.03K	SH	$11.01M 1.22%	372.00	200.66K
ADOBE INCSOLE	COM	29.54K	SH	$10.34M 1.14%	24.82K	4.72K
THERMO FISHER SCIENTIFIC INCSOLE	COM	17.63K	SH	$10.22M 1.13%	14.24K	3.40K
EXXON MOBIL CORPSOLE	COM	82.28K	SH	$9.90M 1.10%	63.73K	18.54K
MEDTRONIC PLCSOLE	SHS	102.41K	SH	$9.84M 1.09%	1.02K	101.39K

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