ORANGE INVESTMENT ADVISORS, INC.

Filed: 4/14/2026ACC: 0002085853-26-000373

📋 What this filing means

ORANGE INVESTMENT ADVISORS, INC. filed this quarterly 13F‑HR report disclosing 145 equity positions with a total reported market value of $771.43M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.

145

Positions

$771.43M

Total AUM (reported)

7.84M

Total Shares

Allocation by class

COM$423.52M54.9%

STATE STREET SPD$96.25M12.5%

COM NEW$76.29M9.9%

CL A$25.81M3.3%

STATE STREET TEC$25.08M3.3%

CAP STK CL C$22.10M2.9%

STATE STREET CON$11.78M1.5%

Portfolio Concentration

Top 3$118.39M15.3%

4–10$193.56M25.1%

11–25$167.82M21.8%

Rest$291.67M37.8%

Top 3 weight

15.3%

Top 10 weight

40.4%

Voting Authority Distribution

Total shares with voting rights: 7.84M

Sole

Full voting authority

2.43M

% of voting shares31.0%

Shared

Joint voting authority

0.00

% of voting shares0.0%

None

No voting authority

5.41M

% of voting shares69.0%

Investment Discretion (by position count)

Sole145

Shared0

Other0

Dominant voting typeNone · 69.0% of voting shares

Institutional Holdings145

Rows:

SPDR SERIES TRUST

SOLE

STATE STREET SPD

Shares1.31M

TypeSH

Market value$43.99M

5.70%

Sole

0.00

Shared

0.00

None

1.31M

ELI LILLY & CO

SOLE

COM

Shares42.84K

TypeSH

Market value$39.40M

5.11%

Sole

11.85K

Shared

0.00

None

30.99K

SPDR SERIES TRUST

SOLE

STATE STREET SPD

Shares1.16M

TypeSH

Market value$34.99M

4.54%

Sole

0.00

Shared

0.00

None

1.16M

ORANGE CNTY BANCORP INC

SOLE

COM

Shares1.06M

TypeSH

Market value$33.95M

4.40%

Sole

160.02K

Shared

0.00

None

901.47K

NVIDIA CORPORATION

SOLE

COM

Shares186K

TypeSH

Market value$32.44M

4.20%

Sole

140.34K

Shared

0.00

None

45.66K

INTUITIVE SURGICAL INC

SOLE

COM NEW

Shares65.81K

TypeSH

Market value$30.34M

3.93%

Sole

0.00

Shared

0.00

None

65.81K

MICROSOFT CORP

SOLE

COM

Shares67.75K

TypeSH

Market value$25.08M

3.25%

Sole

53.74K

Shared

0.00

None

14.01K

SELECT SECTOR SPDR TR

SOLE

STATE STREET TEC

Shares188.71K

TypeSH

Market value$25.08M

3.25%

Sole

0.00

Shared

0.00

None

188.71K

APPLE INC

SOLE

COM

Shares96.84K

TypeSH

Market value$24.58M

3.19%

Sole

73.45K

Shared

0.00

None

23.39K

ALPHABET INC

SOLE

CAP STK CL C

Shares77.04K

TypeSH

Market value$22.10M

2.86%

Sole

59.15K

Shared

0.00

None

17.89K

AMAZON COM INC

SOLE

COM

Shares79.92K

TypeSH

Market value$16.65M

2.16%

Sole

65.07K

Shared

0.00

None

14.86K

KLA CORP

SOLE

COM NEW

Shares10.95K

TypeSH

Market value$16.13M

2.09%

Sole

9.69K

Shared

0.00

None

1.26K

CIENA CORP

SOLE

COM NEW

Shares37.87K

TypeSH

Market value$14.70M

1.91%

Sole

31.33K

Shared

0.00

None

6.54K

JPMORGAN CHASE & CO

SOLE

COM

Shares45.36K

TypeSH

Market value$13.34M

1.73%

Sole

33.30K

Shared

0.00

None

12.07K

STATE STR SPDR S&P 500 ETF T

SOLE

TR UNIT

Shares18.04K

TypeSH

Market value$11.73M

1.52%

Sole

60.00

Shared

0.00

None

17.98K

BROADCOM INC

SOLE

COM

Shares36.58K

TypeSH

Market value$11.32M

1.47%

Sole

18.89K

Shared

0.00

None

17.69K

EXXON MOBIL CORP

SOLE

COM

Shares62.37K

TypeSH

Market value$10.58M

1.37%

Sole

44.09K

Shared

0.00

None

18.28K

AMERICAN EXPRESS CO

SOLE

COM

Shares34.97K

TypeSH

Market value$10.58M

1.37%

Sole

29.32K

Shared

0.00

None

5.65K

ABBVIE INC

SOLE

COM

Shares45.65K

TypeSH

Market value$9.93M

1.29%

Sole

38.71K

Shared

0.00

None

6.95K

SELECT SECTOR SPDR TR

SOLE

STATE STREET FIN

Shares196.10K

TypeSH

Market value$9.68M

1.25%

Sole

0.00

Shared

0.00

None

196.10K

VISA INC

SOLE

COM CL A

Shares29.85K

TypeSH

Market value$9.02M

1.17%

Sole

23.56K

Shared

0.00

None

6.29K

META PLATFORMS INC

SOLE

CL A

Shares15.51K

TypeSH

Market value$8.88M

1.15%

Sole

13.83K

Shared

0.00

None

1.68K

ISHARES TR

SOLE

FLTG RATE NT ETF

Shares173.36K

TypeSH

Market value$8.83M

1.14%

Sole

0.00

Shared

0.00

None

173.36K

MEDTRONIC PLC

SOLE

SHS

Shares101.74K

TypeSH

Market value$8.82M

1.14%

Sole

350.00

Shared

0.00

None

101.39K

SELECT SECTOR SPDR TR

SOLE

STATE STREET CON

Shares69.99K

TypeSH

Market value$7.63M

0.99%

Sole

0.00

Shared

0.00

None

69.99K

Issuer	Class	Shares	Type	Value / Portfolio %	Voting — Sole	None
SPDR SERIES TRUSTSOLE	STATE STREET SPD	1.31M	SH	$43.99M 5.70%	0.00	1.31M
ELI LILLY & COSOLE	COM	42.84K	SH	$39.40M 5.11%	11.85K	30.99K
SPDR SERIES TRUSTSOLE	STATE STREET SPD	1.16M	SH	$34.99M 4.54%	0.00	1.16M
ORANGE CNTY BANCORP INCSOLE	COM	1.06M	SH	$33.95M 4.40%	160.02K	901.47K
NVIDIA CORPORATIONSOLE	COM	186K	SH	$32.44M 4.20%	140.34K	45.66K
INTUITIVE SURGICAL INCSOLE	COM NEW	65.81K	SH	$30.34M 3.93%	0.00	65.81K
MICROSOFT CORPSOLE	COM	67.75K	SH	$25.08M 3.25%	53.74K	14.01K
SELECT SECTOR SPDR TRSOLE	STATE STREET TEC	188.71K	SH	$25.08M 3.25%	0.00	188.71K
APPLE INCSOLE	COM	96.84K	SH	$24.58M 3.19%	73.45K	23.39K
ALPHABET INCSOLE	CAP STK CL C	77.04K	SH	$22.10M 2.86%	59.15K	17.89K
AMAZON COM INCSOLE	COM	79.92K	SH	$16.65M 2.16%	65.07K	14.86K
KLA CORPSOLE	COM NEW	10.95K	SH	$16.13M 2.09%	9.69K	1.26K
CIENA CORPSOLE	COM NEW	37.87K	SH	$14.70M 1.91%	31.33K	6.54K
JPMORGAN CHASE & COSOLE	COM	45.36K	SH	$13.34M 1.73%	33.30K	12.07K
STATE STR SPDR S&P 500 ETF TSOLE	TR UNIT	18.04K	SH	$11.73M 1.52%	60.00	17.98K
BROADCOM INCSOLE	COM	36.58K	SH	$11.32M 1.47%	18.89K	17.69K
EXXON MOBIL CORPSOLE	COM	62.37K	SH	$10.58M 1.37%	44.09K	18.28K
AMERICAN EXPRESS COSOLE	COM	34.97K	SH	$10.58M 1.37%	29.32K	5.65K
ABBVIE INCSOLE	COM	45.65K	SH	$9.93M 1.29%	38.71K	6.95K
SELECT SECTOR SPDR TRSOLE	STATE STREET FIN	196.10K	SH	$9.68M 1.25%	0.00	196.10K
VISA INCSOLE	COM CL A	29.85K	SH	$9.02M 1.17%	23.56K	6.29K
META PLATFORMS INCSOLE	CL A	15.51K	SH	$8.88M 1.15%	13.83K	1.68K
ISHARES TRSOLE	FLTG RATE NT ETF	173.36K	SH	$8.83M 1.14%	0.00	173.36K
MEDTRONIC PLCSOLE	SHS	101.74K	SH	$8.82M 1.14%	350.00	101.39K
SELECT SECTOR SPDR TRSOLE	STATE STREET CON	69.99K	SH	$7.63M 0.99%	0.00	69.99K

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