Funds › Orange Investment Advisors, Inc.
Orange Investment Advisors, Inc.
13F for Q3 2026, filed Oct 23, 2026. 137 positions worth $801.7M.Managers with more than $100 million in US-listed stocks list their holdings each quarter, within 45 days of quarter end. Long positions only: no short sales or cash.
Latest report
Q3 2026
filed Oct 23, 2026
Reported value
$801.7M
−$21.3M (2.6%) vs Q2 2026
Positions
137
143 in Q2 2026
Top 10 share
43.6%
of reported value
CheckedEach line's price per share is checked against other managers' reports of the same stock. Unit mix-ups are corrected. Reports no fix can rescue are left out.
Clean
prices match other managers' reports
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Holdings, Q3 2026
Largest first. Common shares only; puts and calls are under All positions.
| # | The fund's own figures at the end of the quarter. A report can be up to 45 days old when it is filed. Options and bonds are not counted here. | Filing | ||||
|---|---|---|---|---|---|---|
| 1 | LLY Eli Lilly and Company | 40,985 | $47.4M | 5.9% | -1.2% | 13F ↗ |
| 2 | Spdr Series Trust St Inter Bd Etf | 1.38M | $44.6M | 5.6% | +3.2% | 13F ↗ |
| 3 | OBT Orange County Bancorp, Inc. | 1.06M | $39.2M | 4.9% | Unchanged | 13F ↗ |
| 4 | NVDA NVIDIA Corporation | 158,797 | $36.3M | 4.5% | -4.6% | 13F ↗ |
| 5 | Spdr Series Trust Bond Etf | 1.22M | $36.0M | 4.5% | +3.1% | 13F ↗ |
| 6 | Select Sector Spdr Tr St Str Techn Etf | 176,670 | $34.6M | 4.3% | -3.7% | 13F ↗ |
| 7 | MSFT Microsoft Corporation | 63,045 | $32.3M | 4.0% | -3.8% | 13F ↗ |
| 8 | AAPL Apple Inc. | 87,038 | $29.0M | 3.6% | -3.6% | 13F ↗ |
| 9 | ISRG Intuitive Surgical, Inc. | 65,012 | $26.4M | 3.3% | Unchanged | 13F ↗ |
| 10 | GOOG Alphabet Inc. Class C | 70,410 | $24.0M | 3.0% | +1.2% | 13F ↗ |
| 11 | AMZN Amazon.com, Inc. | 79,191 | $19.7M | 2.5% | +6.8% | 13F ↗ |
| 12 | KLAC KLA Corporation | 86,862 | $16.9M | 2.1% | -4.8% | 13F ↗ |
| 13 | JPM JPMorgan Chase & Co. | 40,894 | $13.5M | 1.7% | -5.0% | 13F ↗ |
| 14 | META Meta Platforms, Inc. | 17,436 | $12.6M | 1.6% | +16.1% | 13F ↗ |
| 15 | SPY State Street SPDR S&P 500 ETF Trust · Trust units | 16,577 | $12.6M | 1.6% | -7.1% | 13F ↗ |
| 16 | ABBV AbbVie Inc. | 43,265 | $11.3M | 1.4% | -5.1% | 13F ↗ |
| 17 | AVGO Broadcom Inc. | 31,903 | $11.2M | 1.4% | -0.5% | 13F ↗ |
| 18 | CIEN Ciena Corporation | 31,785 | $11.2M | 1.4% | -1.2% | 13F ↗ |
| 19 | Select Sector Spdr Tr St Str Finl Etf | 187,806 | $10.0M | 1.3% | -4.3% | 13F ↗ |
| 20 | TMO Thermo Fisher Scientific Inc | 14,460 | $9.8M | 1.2% | -4.4% | 13F ↗ |
| 21 | V Visa Inc. | 26,167 | $9.4M | 1.2% | -8.7% | 13F ↗ |
| 22 | AMD Advanced Micro Devices, Inc. | 14,806 | $9.1M | 1.1% | -0.5% | 13F ↗ |
| 23 | iShares Tr Fltg Rate Nt Etf | 177,284 | $9.1M | 1.1% | +2.7% | 13F ↗ |
| 24 | XOM ExxonMobil Holdings Corporation | 53,247 | $8.7M | 1.1% | New | 13F ↗ |
| 25 | AXP American Express Company | 28,153 | $8.6M | 1.1% | -14.8% | 13F ↗ |
| 26 | CSCO Cisco Systems, Inc. | 78,205 | $8.4M | 1.0% | -0.7% | 13F ↗ |
| 27 | MDT Medtronic plc. | 95,692 | $8.3M | 1.0% | -5.9% | 13F ↗ |
| 28 | Select Sector Spdr Tr St Str Svc Etf | 72,846 | $8.1M | 1.0% | +3.1% | 13F ↗ |
| 29 | Spdr Series Trust St Str SP600 Sml | 150,608 | $8.0M | 1.0% | -1.8% | 13F ↗ |
| 30 | Select Sector Spdr Tr St Str Care Etf | 47,097 | $7.9M | 1.0% | -6.1% | 13F ↗ |
| 31 | AZO AutoZone, Inc. | 2,726 | $7.7M | 1.0% | +28.8% | 13F ↗ |
| 32 | Select Sector Spdr Tr St Str Discr Etf | 70,090 | $7.6M | 1.0% | +0.1% | 13F ↗ |
| 33 | MPC Marathon Petroleum Corporation | 19,290 | $7.6M | 1.0% | -13.8% | 13F ↗ |
| 34 | MS Morgan Stanley | 38,411 | $7.2M | 0.9% | -3.2% | 13F ↗ |
| 35 | IBM International Business Machines Corporation | 31,252 | $6.9M | 0.9% | +2.5% | 13F ↗ |
| 36 | Select Sector Spdr Tr Etf | 38,870 | $6.5M | 0.8% | -0.8% | 13F ↗ |
| 37 | THC Tenet Healthcare Corporation | 23,933 | $6.1M | 0.8% | -8.7% | 13F ↗ |
| 38 | URI United Rentals, Inc. | 6,070 | $6.1M | 0.8% | -4.5% | 13F ↗ |
| 39 | GWW W.W. Grainger, Inc. | 4,592 | $5.7M | 0.7% | -3.4% | 13F ↗ |
| 40 | CRM Salesforce, Inc. | 24,720 | $5.7M | 0.7% | -10.3% | 13F ↗ |
| 41 | APH Amphenol Corporation | 56,233 | $4.7M | 0.6% | -12.8% | 13F ↗ |
| 42 | SCHW Charles Schwab Corporation | 48,162 | $4.7M | 0.6% | -10.5% | 13F ↗ |
| 43 | NEM Newmont Corporation | 39,992 | $4.6M | 0.6% | -15.3% | 13F ↗ |
| 44 | American Centy ETF Tr Intl Smcp Vlu | 40,815 | $4.5M | 0.6% | New | 13F ↗ |
| 45 | MRSH Marsh & McLennan Companies, Inc. | 24,788 | $4.2M | 0.5% | -5.6% | 13F ↗ |
| 46 | PWR Quanta Services, Inc. | 6,580 | $4.2M | 0.5% | -9.6% | 13F ↗ |
| 47 | JLL Jones Lang LaSalle Incorporated | 13,273 | $4.1M | 0.5% | +0.3% | 13F ↗ |
| 48 | SHW Sherwin-Williams Company | 12,322 | $4.0M | 0.5% | -5.0% | 13F ↗ |
| 49 | NFLX Netflix, Inc. | 57,081 | $4.0M | 0.5% | +24.6% | 13F ↗ |
| 50 | Select Sector Spdr Tr St Str Stapl Etf | 48,508 | $3.9M | 0.5% | -4.3% | 13F ↗ |
Showing the top 50 of 137 positions. Premium lists every position, plus puts and calls.
Changes since Q2 2026
4 new, 21 added to, 85 trimmed, 10 exited, 27 unchanged. By estimated dollars.
New positions (4)
Added to (21)
| MU Micron Technology, Inc. | 2,856 | +478% | $2.5M |
| COST Costco Wholesale Corporation | 3,242 | +251% | $2.1M |
| META Meta Platforms, Inc. | 17,436 | +16.1% | $1.8M |
| AZO AutoZone, Inc. | 2,726 | +28.8% | $1.7M |
| Spdr Series Trust St Inter Bd Etf | 1.38M | +3.2% | $1.4M |
| AMZN Amazon.com, Inc. | 79,191 | +6.8% | $1.3M |
| ALL Allstate Corporation | 17,532 | +39.8% | $1.1M |
| Spdr Series Trust Bond Etf | 1.22M | +3.1% | $1.1M |
| NFLX Netflix, Inc. | 57,081 | +24.6% | $784.7K |
| GOOG Alphabet Inc. Class C | 70,410 | +1.2% | $293.7K |
Trimmed (85)
| FLR Fluor Corporation | 4,614 | -95.6% | -$4.9M |
| NVDA NVIDIA Corporation | 158,797 | -4.6% | -$1.7M |
| AXP American Express Company | 28,153 | -14.8% | -$1.5M |
| Select Sector Spdr Tr St Str Techn Etf | 176,670 | -3.7% | -$1.3M |
| MSFT Microsoft Corporation | 63,045 | -3.8% | -$1.3M |
| MPC Marathon Petroleum Corporation | 19,290 | -13.8% | -$1.2M |
| AAPL Apple Inc. | 87,038 | -3.6% | -$1.1M |
| SPY State Street SPDR S&P 500 ETF Trust · Trust units | 16,577 | -7.1% | -$968.5K |
| V Visa Inc. | 26,167 | -8.7% | -$891.9K |
| KLAC KLA Corporation | 86,862 | -4.8% | -$845.2K |
Exited (10)
| Exxon Mobil Corp | 54,852 | Exited | -$7.5M |
| SBUX Starbucks Corporation | 48,419 | Exited | -$4.9M |
| NOW ServiceNow, Inc. | 37,453 | Exited | -$3.7M |
| Webster Financial Corp | 36,210 | Exited | -$2.8M |
| MDLZ Mondelez International, Inc. | 46,158 | Exited | -$2.7M |
| TRMB Trimble Inc. | 36,258 | Exited | -$1.9M |
| Chart Industries Inc | 1,121 | Exited | -$234.2K |
| ED Consolidated Edison, Inc. | 2,057 | Exited | -$227.6K |
| BALL Ball Corporation | 3,500 | Exited | -$218.4K |
| HSY The Hershey Company | 1,168 | Exited | -$204.9K |
The 10 largest of each, by estimated dollars: shares changed times the later report's price. Index tracking, splits and mergers move positions too.
All positions
Search, sort and filter every position, with puts and calls on their own tab. Premium plan.
Every position, puts and calls. Part of Premium.
Compare two quarters
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Any two quarters side by side. Part of Premium.
Reported value by quarter
Value and number of positions at the end of each quarter.
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Largest positions in earlier quarters
Pick a quarter to see what the fund's biggest positions were then.
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Ten largest positions
By value, Q3 2026.
Filings
| Filing | ||||||
|---|---|---|---|---|---|---|
| Q3 2026 | Oct 23, 2026 | 13F-HR | 137 | $801.7M | Current | SEC ↗ |
| Q2 2026 | Jul 21, 2026 | 13F-HR | 143 | $823.0M | Current | SEC ↗ |
| Q1 2026 | Apr 22, 2026 | 13F-HR/A (restatement) | 145 | $771.5M | Current | SEC ↗ |
| Q1 2026 | Apr 14, 2026 | 13F-HR | 145 | $771.4M | Replaced | SEC ↗ |
| Q4 2025 | Feb 6, 2026 | 13F-HR | 149 | $903.9M | Current | SEC ↗ |
| Q3 2025 | Oct 16, 2025 | 13F-HR | 177 | $960.5M | Current | SEC ↗ |
| Q2 2025 | Jul 21, 2025 | 13F-HR | 175 | $913.4M | Current | SEC ↗ |
| Q1 2025 | Apr 11, 2025 | 13F-HR | 169 | $837.1M | Current | SEC ↗ |
Most recent first, up to 80. An amendment can replace a report or add holdings to it. All 13F filings
Information, not investment advice. Values are the fund's own figures at quarter end; a report can be up to 45 days old when filed. Disclaimer