StockDriftsStockDriftsTop 50 Orange Investment Advisors, Inc. Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| LLY | ELI LILLY & CO | 6.04% | 41.5K | $49.7M | -3.20%(-1.37K) | $113.80(+936.35%) | 2026-06-30 | |
| SPIB | SPDR SERIES TRUST | 5.45% | 1.34M | $44.8M | +2.14%(+28.01K) | $32.78(+1.08%) | 2026-06-30 | |
| OBT | ORANGE CNTY BANCORP INC | 4.74% | 1.06M | $39.0M | -0.05%(-568) | $11.57(+238.82%) | 2026-06-30 | |
| SPSB | SPDR SERIES TRUST | 4.3% | 1.18M | $35.4M | +1.43%(+16.67K) | $30.03(-0.25%) | 2026-06-30 | |
| XLK | SELECT SECTOR SPDR TR | 4.24% | 183.4K | $34.9M | -2.83%(-5.34K) | $85.09(+124.14%) | 2026-06-30 | |
| NVDA | NVIDIA CORPORATION | 4.05% | 166.4K | $33.3M | -10.53%(-19.59K) | $107.33(+110.62%) | 2026-06-30 | |
| KLAC | KLA CORP | 3.34% | 91.2K | $27.5M | -16.73%(-18.32K) | $53.66(+270.11%) | 2026-06-30 | |
| AAPL | APPLE INC | 3.17% | 90.3K | $26.1M | -6.78%(-6.56K) | $61.93(+393.10%) | 2026-06-30 | |
| ISRG | INTUITIVE SURGICAL INC | 3.14% | 65.0K | $25.9M | -1.22%(-800) | $56.50(+591.11%) | 2026-06-30 | |
| GOOG | ALPHABET INC | 2.99% | 69.5K | $24.6M | -9.72%(-7.49K) | $69.94(+389.95%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +21.46% | +79.17% | +13.22% | +86.01% |
| Top 20 Holdings Unweighted | +21.69% | +80.21% | +13.00% | +84.21% |
Orange Investment Advisors, Inc. reports $823.02M in US-listed equity holdings across 143 positions in its most recent 13F filing. Its largest disclosed positions are LLY (6.0%), SPIB (5.5%) and OBT (4.7%). The top 20 holdings account for 58.52% of reported assets. Its disclosed equity book has returned +79.17% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Orange Investment Advisors, Inc.’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 943442). View Orange Investment Advisors, Inc.’s 13F filings on SEC