Top 50 Orange Investment Advisors, Inc. Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SPIB | SPDR SERIES TRUST | 5.7% | 1.31M | $44.0M | +2.17%(+27.91K) | $32.76(+1.98%) | 2026-03-31 | |
| LLY | ELI LILLY & CO | 5.11% | 42.8K | $39.4M | -5.84%(-2.66K) | $114.67(+762.34%) | 2026-03-31 | |
| SPSB | SPDR SERIES TRUST | 4.54% | 1.16M | $35.0M | +2.51%(+28.47K) | $30.03(-0.20%) | 2026-03-31 | |
| OBT | ORANGE CNTY BANCORP INC | 4.4% | 1.06M | $33.9M | -3.64%(-40.13K) | $11.57(+195.16%) | 2026-03-31 | |
| NVDA | NVIDIA CORPORATION | 4.2% | 186.0K | $32.4M | -20.97%(-49.36K) | $107.33(+83.08%) | 2026-03-31 | |
| ISRG | INTUITIVE SURGICAL INC | 3.93% | 65.8K | $30.3M | -0.30%(-200) | $56.50(+698.91%) | 2026-03-31 | |
| MSFT | MICROSOFT CORP | 3.25% | 67.8K | $25.1M | -8.22%(-6.07K) | $78.38(+424.83%) | 2026-03-31 | |
| XLK | SELECT SECTOR SPDR TR | 3.25% | 188.7K | $25.1M | -3.40%(-6.64K) | $85.09(+94.64%) | 2026-03-31 | |
| AAPL | APPLE INC | 3.19% | 96.8K | $24.6M | -12.89%(-14.33K) | $62.04(+358.04%) | 2026-03-31 | |
| GOOG | ALPHABET INC | 2.86% | 77.0K | $22.1M | -18.37%(-17.33K) | $69.94(+449.46%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +18.80% | +67.67% |
| Top 20 Holdings Unweighted | +18.51% | +66.43% |
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