ORANGE INVESTMENT ADVISORS, INC.

PrivateCIK: 943442

Location

GOSHEN, NY

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

% of voting shares28.5%

Shared

Joint voting authority

0.00

% of voting shares0.0%

None

No voting authority

5.38M

% 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

SOLE

COM

Shares41.47K

TypeSH

Market value$49.74M

6.04%

Sole

10.71K

Shared

0.00

None

30.76K

SPDR SERIES TRUST

SOLE

ST INTER BD ETF

Shares1.34M

TypeSH

Market value$44.82M

5.45%

Sole

0.00

Shared

0.00

None

1.34M

ORANGE CNTY BANCORP INC

SOLE

COM

Shares1.06M

TypeSH

Market value$39.02M

4.74%

Sole

159.45K

Shared

0.00

None

901.47K

SPDR SERIES TRUST

SOLE

ST SHOR CORP ETF

Shares1.18M

TypeSH

Market value$35.42M

4.30%

Sole

0.00

Shared

0.00

None

1.18M

SELECT SECTOR SPDR TR

SOLE

ST STR TECHN ETF

Shares183.37K

TypeSH

Market value$34.93M

4.24%

Sole

0.00

Shared

0.00

None

183.37K

NVIDIA CORPORATION

SOLE

COM

Shares166.40K

TypeSH

Market value$33.30M

4.05%

Sole

123.62K

Shared

0.00

None

42.79K

KLA CORP

SOLE

COM NEW

Shares91.20K

TypeSH

Market value$27.52M

3.34%

Sole

80.26K

Shared

0.00

None

10.94K

APPLE INC

SOLE

COM

Shares90.28K

TypeSH

Market value$26.12M

3.17%

Sole

67.46K

Shared

0.00

None

22.82K

INTUITIVE SURGICAL INC

SOLE

COM NEW

Shares65.01K

TypeSH

Market value$25.85M

3.14%

Sole

0.00

Shared

0.00

None

65.01K

ALPHABET INC

SOLE

CAP STK CL C

Shares69.55K

TypeSH

Market value$24.57M

2.99%

Sole

52.16K

Shared

0.00

None

17.39K

MICROSOFT CORP

SOLE

COM

Shares65.55K

TypeSH

Market value$24.45M

2.97%

Sole

51.67K

Shared

0.00

None

13.88K

AMAZON COM INC

SOLE

COM

Shares74.15K

TypeSH

Market value$17.67M

2.15%

Sole

59.13K

Shared

0.00

None

15.02K

CIENA CORP

SOLE

COM NEW

Shares32.18K

TypeSH

Market value$15.78M

1.92%

Sole

26.82K

Shared

0.00

None

5.35K

JPMORGAN CHASE & CO

SOLE

COM

Shares43.07K

TypeSH

Market value$14.10M

1.71%

Sole

31.12K

Shared

0.00

None

11.95K

STATE STR SPDR S&P 500 ETF T

SOLE

TR UNIT

Shares17.85K

TypeSH

Market value$13.33M

1.62%

Sole

55.00

Shared

0.00

None

17.79K

BROADCOM INC

SOLE

COM

Shares32.07K

TypeSH

Market value$12.11M

1.47%

Sole

15.70K

Shared

0.00

None

16.37K

ABBVIE INC

SOLE

COM

Shares45.58K

TypeSH

Market value$11.47M

1.39%

Sole

38.45K

Shared

0.00

None

7.13K

AMERICAN EXPRESS CO

SOLE

COM

Shares33.06K

TypeSH

Market value$11.18M

1.36%

Sole

27.10K

Shared

0.00

None

5.96K

SELECT SECTOR SPDR TR

SOLE

ST STR FINL ETF

Shares196.20K

TypeSH

Market value$10.52M

1.28%

Sole

0.00

Shared

0.00

None

196.20K

VISA INC

SOLE

COM CL A

Shares28.65K

TypeSH

Market value$9.83M

1.19%

Sole

22.12K

Shared

0.00

None

6.53K

CISCO SYS INC

SOLE

COM

Shares78.78K

TypeSH

Market value$9.25M

1.12%

Sole

68.43K

Shared

0.00

None

10.35K

SPDR SERIES TRUST

SOLE

ST STR SP600 SML

Shares153.40K

TypeSH

Market value$8.85M

1.07%

Sole

0.00

Shared

0.00

None

153.40K

ISHARES TR

SOLE

FLTG RATE NT ETF

Shares172.58K

TypeSH

Market value$8.81M

1.07%

Sole

0.00

Shared

0.00

None

172.58K

ADVANCED MICRO DEVICES INC

SOLE

COM

Shares14.88K

TypeSH

Market value$8.65M

1.05%

Sole

8.49K

Shared

0.00

None

6.39K

INTERNATIONAL BUSINESS MACHS

SOLE

COM

Shares30.50K

TypeSH

Market value$8.58M

1.04%

Sole

26.58K

Shared

0.00

None

3.92K

Issuer	Class	Shares	Type	Value / Portfolio %	Voting — Sole	None
ELI LILLY & COSOLE	COM	41.47K	SH	$49.74M 6.04%	10.71K	30.76K
SPDR SERIES TRUSTSOLE	ST INTER BD ETF	1.34M	SH	$44.82M 5.45%	0.00	1.34M
ORANGE CNTY BANCORP INCSOLE	COM	1.06M	SH	$39.02M 4.74%	159.45K	901.47K
SPDR SERIES TRUSTSOLE	ST SHOR CORP ETF	1.18M	SH	$35.42M 4.30%	0.00	1.18M
SELECT SECTOR SPDR TRSOLE	ST STR TECHN ETF	183.37K	SH	$34.93M 4.24%	0.00	183.37K
NVIDIA CORPORATIONSOLE	COM	166.40K	SH	$33.30M 4.05%	123.62K	42.79K
KLA CORPSOLE	COM NEW	91.20K	SH	$27.52M 3.34%	80.26K	10.94K
APPLE INCSOLE	COM	90.28K	SH	$26.12M 3.17%	67.46K	22.82K
INTUITIVE SURGICAL INCSOLE	COM NEW	65.01K	SH	$25.85M 3.14%	0.00	65.01K
ALPHABET INCSOLE	CAP STK CL C	69.55K	SH	$24.57M 2.99%	52.16K	17.39K
MICROSOFT CORPSOLE	COM	65.55K	SH	$24.45M 2.97%	51.67K	13.88K
AMAZON COM INCSOLE	COM	74.15K	SH	$17.67M 2.15%	59.13K	15.02K
CIENA CORPSOLE	COM NEW	32.18K	SH	$15.78M 1.92%	26.82K	5.35K
JPMORGAN CHASE & COSOLE	COM	43.07K	SH	$14.10M 1.71%	31.12K	11.95K
STATE STR SPDR S&P 500 ETF TSOLE	TR UNIT	17.85K	SH	$13.33M 1.62%	55.00	17.79K
BROADCOM INCSOLE	COM	32.07K	SH	$12.11M 1.47%	15.70K	16.37K
ABBVIE INCSOLE	COM	45.58K	SH	$11.47M 1.39%	38.45K	7.13K
AMERICAN EXPRESS COSOLE	COM	33.06K	SH	$11.18M 1.36%	27.10K	5.96K
SELECT SECTOR SPDR TRSOLE	ST STR FINL ETF	196.20K	SH	$10.52M 1.28%	0.00	196.20K
VISA INCSOLE	COM CL A	28.65K	SH	$9.83M 1.19%	22.12K	6.53K
CISCO SYS INCSOLE	COM	78.78K	SH	$9.25M 1.12%	68.43K	10.35K
SPDR SERIES TRUSTSOLE	ST STR SP600 SML	153.40K	SH	$8.85M 1.07%	0.00	153.40K
ISHARES TRSOLE	FLTG RATE NT ETF	172.58K	SH	$8.81M 1.07%	0.00	172.58K
ADVANCED MICRO DEVICES INCSOLE	COM	14.88K	SH	$8.65M 1.05%	8.49K	6.39K
INTERNATIONAL BUSINESS MACHSSOLE	COM	30.50K	SH	$8.58M 1.04%	26.58K	3.92K

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