Filed: 7/21/2026ACC: 0002085853-26-000795
📋 What this filing means
ORANGE INVESTMENT ADVISORS, INC. filed this quarterly 13F‑HR report disclosing 143 equity positions with a total reported market value of $823.02M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
143
Positions
$823.02M
Total AUM (reported)
7.53M
Total Shares
Allocation by class
COM$450.08M54.7%
COM NEW$87.99M10.7%
ST INTER BD ETF$44.82M5.4%
ST SHOR CORP ETF$35.42M4.3%
ST STR TECHN ETF$34.93M4.2%
CL A$25.45M3.1%
CAP STK CL C$24.57M3.0%
Portfolio Concentration
Top 3$133.58M16.2%
4–10$207.72M25.2%
11–25$184.58M22.4%
Rest$297.14M36.1%
Top 3 weight
16.2%
Top 10 weight
41.5%
Voting Authority Distribution
Total shares with voting rights: 7.53M
Sole
Full voting authority
2.14M
shares
% of voting shares28.5%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
5.38M
shares
% of voting shares71.5%
Investment Discretion (by position count)
Sole143
Shared0
Other0
Dominant voting typeNone · 71.5% of voting shares
Institutional Holdings143
Rows:
ELI LILLY & CO
SOLEShares41.47K
TypeSH
Market value$49.74M
6.04%
Sole
10.71K
Shared
0.00
None
30.76K
SPDR SERIES TRUST
SOLEShares1.34M
TypeSH
Market value$44.82M
5.45%
Sole
0.00
Shared
0.00
None
1.34M
ORANGE CNTY BANCORP INC
SOLEShares1.06M
TypeSH
Market value$39.02M
4.74%
Sole
159.45K
Shared
0.00
None
901.47K
SPDR SERIES TRUST
SOLEShares1.18M
TypeSH
Market value$35.42M
4.30%
Sole
0.00
Shared
0.00
None
1.18M
SELECT SECTOR SPDR TR
SOLEShares183.37K
TypeSH
Market value$34.93M
4.24%
Sole
0.00
Shared
0.00
None
183.37K
NVIDIA CORPORATION
SOLEShares166.40K
TypeSH
Market value$33.30M
4.05%
Sole
123.62K
Shared
0.00
None
42.79K
KLA CORP
SOLEShares91.20K
TypeSH
Market value$27.52M
3.34%
Sole
80.26K
Shared
0.00
None
10.94K
APPLE INC
SOLEShares90.28K
TypeSH
Market value$26.12M
3.17%
Sole
67.46K
Shared
0.00
None
22.82K
INTUITIVE SURGICAL INC
SOLEShares65.01K
TypeSH
Market value$25.85M
3.14%
Sole
0.00
Shared
0.00
None
65.01K
ALPHABET INC
SOLEShares69.55K
TypeSH
Market value$24.57M
2.99%
Sole
52.16K
Shared
0.00
None
17.39K
MICROSOFT CORP
SOLEShares65.55K
TypeSH
Market value$24.45M
2.97%
Sole
51.67K
Shared
0.00
None
13.88K
AMAZON COM INC
SOLEShares74.15K
TypeSH
Market value$17.67M
2.15%
Sole
59.13K
Shared
0.00
None
15.02K
CIENA CORP
SOLEShares32.18K
TypeSH
Market value$15.78M
1.92%
Sole
26.82K
Shared
0.00
None
5.35K
JPMORGAN CHASE & CO
SOLEShares43.07K
TypeSH
Market value$14.10M
1.71%
Sole
31.12K
Shared
0.00
None
11.95K
STATE STR SPDR S&P 500 ETF T
SOLEShares17.85K
TypeSH
Market value$13.33M
1.62%
Sole
55.00
Shared
0.00
None
17.79K
BROADCOM INC
SOLEShares32.07K
TypeSH
Market value$12.11M
1.47%
Sole
15.70K
Shared
0.00
None
16.37K
ABBVIE INC
SOLEShares45.58K
TypeSH
Market value$11.47M
1.39%
Sole
38.45K
Shared
0.00
None
7.13K
AMERICAN EXPRESS CO
SOLEShares33.06K
TypeSH
Market value$11.18M
1.36%
Sole
27.10K
Shared
0.00
None
5.96K
SELECT SECTOR SPDR TR
SOLEShares196.20K
TypeSH
Market value$10.52M
1.28%
Sole
0.00
Shared
0.00
None
196.20K
VISA INC
SOLEShares28.65K
TypeSH
Market value$9.83M
1.19%
Sole
22.12K
Shared
0.00
None
6.53K
CISCO SYS INC
SOLEShares78.78K
TypeSH
Market value$9.25M
1.12%
Sole
68.43K
Shared
0.00
None
10.35K
SPDR SERIES TRUST
SOLEShares153.40K
TypeSH
Market value$8.85M
1.07%
Sole
0.00
Shared
0.00
None
153.40K
ISHARES TR
SOLEShares172.58K
TypeSH
Market value$8.81M
1.07%
Sole
0.00
Shared
0.00
None
172.58K
ADVANCED MICRO DEVICES INC
SOLEShares14.88K
TypeSH
Market value$8.65M
1.05%
Sole
8.49K
Shared
0.00
None
6.39K
INTERNATIONAL BUSINESS MACHS
SOLEShares30.50K
TypeSH
Market value$8.58M
1.04%
Sole
26.58K
Shared
0.00
None
3.92K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
ELI LILLY & COSOLE | COM | 41.47K | SH | $49.74M 6.04% | 10.71K | 0.00 | 30.76K |
SPDR SERIES TRUSTSOLE | ST INTER BD ETF | 1.34M | SH | $44.82M 5.45% | 0.00 | 0.00 | 1.34M |
ORANGE CNTY BANCORP INCSOLE | COM | 1.06M | SH | $39.02M 4.74% | 159.45K | 0.00 | 901.47K |
SPDR SERIES TRUSTSOLE | ST SHOR CORP ETF | 1.18M | SH | $35.42M 4.30% | 0.00 | 0.00 | 1.18M |
SELECT SECTOR SPDR TRSOLE | ST STR TECHN ETF | 183.37K | SH | $34.93M 4.24% | 0.00 | 0.00 | 183.37K |
NVIDIA CORPORATIONSOLE | COM | 166.40K | SH | $33.30M 4.05% | 123.62K | 0.00 | 42.79K |
KLA CORPSOLE | COM NEW | 91.20K | SH | $27.52M 3.34% | 80.26K | 0.00 | 10.94K |
APPLE INCSOLE | COM | 90.28K | SH | $26.12M 3.17% | 67.46K | 0.00 | 22.82K |
INTUITIVE SURGICAL INCSOLE | COM NEW | 65.01K | SH | $25.85M 3.14% | 0.00 | 0.00 | 65.01K |
ALPHABET INCSOLE | CAP STK CL C | 69.55K | SH | $24.57M 2.99% | 52.16K | 0.00 | 17.39K |
MICROSOFT CORPSOLE | COM | 65.55K | SH | $24.45M 2.97% | 51.67K | 0.00 | 13.88K |
AMAZON COM INCSOLE | COM | 74.15K | SH | $17.67M 2.15% | 59.13K | 0.00 | 15.02K |
CIENA CORPSOLE | COM NEW | 32.18K | SH | $15.78M 1.92% | 26.82K | 0.00 | 5.35K |
JPMORGAN CHASE & COSOLE | COM | 43.07K | SH | $14.10M 1.71% | 31.12K | 0.00 | 11.95K |
STATE STR SPDR S&P 500 ETF TSOLE | TR UNIT | 17.85K | SH | $13.33M 1.62% | 55.00 | 0.00 | 17.79K |
BROADCOM INCSOLE | COM | 32.07K | SH | $12.11M 1.47% | 15.70K | 0.00 | 16.37K |
ABBVIE INCSOLE | COM | 45.58K | SH | $11.47M 1.39% | 38.45K | 0.00 | 7.13K |
AMERICAN EXPRESS COSOLE | COM | 33.06K | SH | $11.18M 1.36% | 27.10K | 0.00 | 5.96K |
SELECT SECTOR SPDR TRSOLE | ST STR FINL ETF | 196.20K | SH | $10.52M 1.28% | 0.00 | 0.00 | 196.20K |
VISA INCSOLE | COM CL A | 28.65K | SH | $9.83M 1.19% | 22.12K | 0.00 | 6.53K |
CISCO SYS INCSOLE | COM | 78.78K | SH | $9.25M 1.12% | 68.43K | 0.00 | 10.35K |
SPDR SERIES TRUSTSOLE | ST STR SP600 SML | 153.40K | SH | $8.85M 1.07% | 0.00 | 0.00 | 153.40K |
ISHARES TRSOLE | FLTG RATE NT ETF | 172.58K | SH | $8.81M 1.07% | 0.00 | 0.00 | 172.58K |
ADVANCED MICRO DEVICES INCSOLE | COM | 14.88K | SH | $8.65M 1.05% | 8.49K | 0.00 | 6.39K |
INTERNATIONAL BUSINESS MACHSSOLE | COM | 30.50K | SH | $8.58M 1.04% | 26.58K | 0.00 | 3.92K |
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