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Orange Investment Advisors, Inc.

Portfolio Manager
Orange Investment Advisors, Inc.
Performance
-5.84% (2026 Q1)
AUM (13F)
$771.43M
# of Holdings
145
Performance Rank
Allocation (Top 20)
56.59%

Orange Investment Advisors, Inc. Holdings Map

Top 50 Orange Investment Advisors, Inc. Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
SPIB
SPDR SERIES TRUST
5.7%1.31M$44.0M
+2.17%(+27.91K)
2025-Q1: 1.25M shares2025-Q2: 1.23M shares2025-Q3: 1.31M shares2025-Q4: 1.28M shares2026-Q1: 1.31M shares
$32.76(+1.98%)
2026-03-31
LLY
ELI LILLY & CO
5.11%42.8K$39.4M
-5.84%(-2.66K)
2025-Q1: 48.2K shares2025-Q2: 48.0K shares2025-Q3: 48.0K shares2025-Q4: 45.5K shares2026-Q1: 42.8K shares
$114.67(+762.34%)
2026-03-31
SPSB
SPDR SERIES TRUST
4.54%1.16M$35.0M
+2.51%(+28.47K)
2025-Q1: 1.10M shares2025-Q2: 1.09M shares2025-Q3: 1.16M shares2025-Q4: 1.14M shares2026-Q1: 1.16M shares
$30.03(-0.20%)
2026-03-31
OBT
ORANGE CNTY BANCORP INC
4.4%1.06M$33.9M
-3.64%(-40.13K)
2025-Q1: 1.18M shares2025-Q2: 1.16M shares2025-Q3: 1.16M shares2025-Q4: 1.10M shares2026-Q1: 1.06M shares
$11.57(+195.16%)
2026-03-31
NVDA
NVIDIA CORPORATION
4.2%186.0K$32.4M
-20.97%(-49.36K)
2025-Q1: 289.1K shares2025-Q2: 280.4K shares2025-Q3: 262.5K shares2025-Q4: 235.4K shares2026-Q1: 186.0K shares
$107.33(+83.08%)
2026-03-31
ISRG
INTUITIVE SURGICAL INC
3.93%65.8K$30.3M
-0.30%(-200)
2025-Q1: 68.5K shares2025-Q2: 67.2K shares2025-Q3: 66.3K shares2025-Q4: 66.0K shares2026-Q1: 65.8K shares
$56.50(+698.91%)
2026-03-31
MSFT
MICROSOFT CORP
3.25%67.8K$25.1M
-8.22%(-6.07K)
2025-Q1: 88.1K shares2025-Q2: 85.9K shares2025-Q3: 83.7K shares2025-Q4: 73.8K shares2026-Q1: 67.8K shares
$78.38(+424.83%)
2026-03-31
XLK
SELECT SECTOR SPDR TR
3.25%188.7K$25.1M
-3.40%(-6.64K)
2025-Q1: 93.2K shares2025-Q2: 92.2K shares2025-Q3: 99.4K shares2025-Q4: 195.4K shares2026-Q1: 188.7K shares
$85.09(+94.64%)
2026-03-31
AAPL
APPLE INC
3.19%96.8K$24.6M
-12.89%(-14.33K)
2025-Q1: 126.4K shares2025-Q2: 129.0K shares2025-Q3: 123.0K shares2025-Q4: 111.2K shares2026-Q1: 96.8K shares
$62.04(+358.04%)
2026-03-31
GOOG
ALPHABET INC
2.86%77.0K$22.1M
-18.37%(-17.33K)
2025-Q1: 113.0K shares2025-Q2: 120.1K shares2025-Q3: 116.1K shares2025-Q4: 94.4K shares2026-Q1: 77.0K shares
$69.94(+449.46%)
2026-03-31

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