Orange Investment Advisors, Inc.
In its 13F for Q1 2024 (holdings as of March 31, 2024, filed April 12, 2024), Orange Investment Advisors, Inc. reported 178 stock positions worth $834.9 million. Its top holding was Eli Lilly (LLY) at 4.8% of the portfolio, followed by Microsoft (MSFT, 4.7%) and Nvidia (NVDA, 4.1%). Compared with Q4 2023, it opened 4 new positions, sold out of 7, added to 61 and reduced 79. The biggest buy was KLA (KLAC, shares +42%) and the biggest sale iShares 1-3 Year Treasury Bo (SHY, shares −77%).
- Most Recent 13F
- Q2 2026
- Location
- GOSHEN, NY
- CIK
- 0000943442
- Portfolio Value
- $834.9M (Q1 2024)
- SEC Filing
- 0001062993-24-008316 ↗ filed Apr 12, 2024
Holdings Value
Holdings 178 stocks · $834.9M
| LLY Eli Lilly & Co. | 4.79% | 51,391 | $40.0M | Add +2.2% |
| MSFT Microsoft Corp. | 4.74% | 93,998 | $39.5M | Reduce -1.3% |
| NVDA Nvidia Corp. | 4.11% | 37,990 | $34.3M | Reduce -3.0% |
| SPIB SS SPDR P Int C Corp. ETF | 3.73% | 953,625 | $31.2M | Add +13.7% |
| ISRG Intuitive Surgical Inc. | 3.42% | 71,651 | $28.6M | Add +0.0% |
| OBT Orange County Bancorp Inc. | 3.32% | 602,279 | $27.7M | Add +0.6% |
| AAPL Apple Inc. | 2.78% | 135,149 | $23.2M | Add +2.1% |
| XLK SS Technology Select Sector | 2.34% | 93,964 | $19.6M | Reduce -0.6% |
| SPSB SS SPDR P St C Corp. ETF | 2.30% | 645,112 | $19.2M | Add +32.2% |
| JPM JPMorgan Chase & Co. | 2.12% | 88,347 | $17.7M | Add +6.3% |
| GOOG Alphabet Inc. Class C | 2.02% | 110,673 | $16.9M | Add +8.0% |
| AMZN Amazon.com Inc. | 1.88% | 87,076 | $15.7M | Add +14.2% |
| SPY SS SPDR S&P 500 ETF Trust-US | 1.81% | 28,936 | $15.1M | Reduce -5.5% |
| AMD Advanced Micro Devices | 1.65% | 76,495 | $13.8M | Add +16.9% |
| XOM Exxon Mobil Corp. | 1.62% | 116,136 | $13.5M | Add +10.5% |
| KLAC KLA Corp. | 1.47% | 17,560 | $12.3M | Add +42.3% |
| AXP American Express Co. | 1.40% | 51,206 | $11.7M | Add +32.9% |
| MRSH Marsh & McLennan Cos | 1.33% | 54,062 | $11.1M | Add +30.5% |
| HD Home Depot Inc. | 1.33% | 28,937 | $11.1M | Reduce -12.3% |
| TMO Thermo Fisher Scientific Inc. | 1.32% | 18,927 | $11.0M | Add +1.3% |
| URI United Rentals Inc. | 1.32% | 15,245 | $11.0M | Add +16.9% |
| V Visa Inc. Class A | 1.30% | 38,847 | $10.8M | Add +34.0% |
| CMG Chipotle Mexican Grill Inc. | 1.26% | 3,622 | $10.5M | Add +41.6% |
| ADBE Adobe Inc. | 1.22% | 20,235 | $10.2M | Add +11.2% |
| ABBV Abbvie Inc. | 1.18% | 54,192 | $9.9M | Add +12.6% |
| DHR Danaher Corp. | 1.17% | 39,276 | $9.8M | Add +15.5% |
| IGSB iShares 1-5Y Inv Grade Corp. | 1.16% | 188,887 | $9.7M | Reduce -32.2% |
| XLV SS Health Care Select Sector | 1.14% | 64,622 | $9.5M | Reduce -1.2% |
| CSX CSX Corp. | 1.12% | 253,127 | $9.4M | Add +18.7% |
| UNH Unitedhealth Group Inc. | 1.12% | 18,830 | $9.3M | Add +4.6% |
| AVGO Broadcom Inc. | 1.11% | 6,980 | $9.3M | Reduce -3.4% |
| MDT Medtronic PLC | 1.10% | 105,193 | $9.2M | Reduce -0.9% |
| GTLS Chart Industries Inc. | 1.09% | 55,071 | $9.1M | Add +40.4% |
| XLF SS Financial Select Sector | 0.99% | 196,193 | $8.3M | Add +0.4% |
| CRM Salesforce Inc. | 0.99% | 27,370 | $8.2M | Add +16.8% |
| PEP Pepsico Inc. | 0.97% | 46,234 | $8.1M | Add +3.1% |
| MS Morgan Stanley | 0.96% | 85,489 | $8.0M | Add +32.2% |
| LECO Lincoln Electric Holdings | 0.94% | 30,640 | $7.8M | Add +36.4% |
| SBUX Starbucks Corp. | 0.92% | 84,321 | $7.7M | Add +32.3% |
| CSCO Cisco Systems Inc. | 0.90% | 150,037 | $7.5M | Add +24.3% |
| NUE Nucor Corp. | 0.88% | 37,227 | $7.4M | Add +28.8% |
| AZO AutoZone Inc. | 0.87% | 2,311 | $7.3M | Add +42.4% |
| FLR Fluor Corp. | 0.87% | 171,404 | $7.2M | Add +40.0% |
| BKR Baker Hughes Co. | 0.86% | 213,551 | $7.2M | Add +78.5% |
| SHW The Sherwin-Williams Co. | 0.84% | 20,240 | $7.0M | Add +12.4% |
| SLB SLB Ltd. filed as SCHLUMBERGER LTD | 0.84% | 127,826 | $7.0M | Add +71.4% |
| FLOT iShares Floating Rate Bond E | 0.83% | 135,692 | $6.9M | Reduce -2.9% |
| GWW WW Grainger Inc. filed as GRAINGER W W INC | 0.82% | 6,692 | $6.8M | Add +42.0% |
| PLD Prologis Inc. | 0.80% | 51,030 | $6.6M | Add +25.8% |
| LEN Lennar Corp. Class A | 0.80% | 38,618 | $6.6M | Add +57.6% |
| XLY SS Consumer Disc Select Sect | 0.78% | 35,555 | $6.5M | Add +0.6% |
| XLI SS Industrial Select Sector | 0.76% | 50,051 | $6.3M | Reduce -1.5% |
| XLC SS Comm Select Sector SPDR | 0.74% | 75,512 | $6.2M | Reduce -1.1% |
| META Meta Platforms Inc. Class A | 0.67% | 11,476 | $5.6M | Reduce -10.5% |
| WY Weyerhaeuser Co. | 0.66% | 153,662 | $5.5M | Reduce -38.1% |
| MDLZ Mondelez International Inc. Class A | 0.57% | 67,707 | $4.7M | Add +28.7% |
| MCD McDonald's Corp. | 0.53% | 15,762 | $4.4M | Reduce -5.1% |
| AES AES Corp. | 0.51% | 237,727 | $4.3M | Add +22.1% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.49% | 108,278 | $4.1M | Reduce -23.1% |
| CVX Chevron Corp. | 0.48% | 25,593 | $4.0M | Reduce -4.4% |
| XLP SS Consumer Staples Sel Sect | 0.46% | 50,268 | $3.8M | Add +0.4% |
| SPSM SS SPDR P S&P 600 Small Cap | 0.46% | 88,644 | $3.8M | Reduce -1.8% |
| CIEN Ciena Corp. | 0.46% | 76,893 | $3.8M | Add +20.2% |
| PFE Pfizer Inc. | 0.44% | 131,025 | $3.6M | Add +4.7% |
| XLE SS Energy Select Sector | 0.43% | 37,843 | $3.6M | Reduce -3.9% |
| PG The Procter & Gamble Co. | 0.42% | 21,605 | $3.5M | Reduce -0.2% |
| SHY iShares 1-3 Year Treasury Bo | 0.40% | 40,514 | $3.3M | Reduce -77.2% |
| MDY State Street SPDR S&P Midcap | 0.39% | 5,816 | $3.2M | Reduce -14.3% |
| WBS Webster Financial Corp. | 0.37% | 60,268 | $3.1M | Reduce -59.6% |
| DG Dollar General Corp. | 0.34% | 18,406 | $2.9M | Add +13.7% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.34% | 14,729 | $2.8M | Reduce -2.4% |
| WMT Walmart Inc. | 0.32% | 43,993 | $2.6M | Reduce -3.7% |
| ORCL Oracle Corp. | 0.32% | 20,940 | $2.6M | Reduce -20.8% |
| ADP Automatic Data Processing | 0.31% | 10,255 | $2.6M | Reduce -9.3% |
| COP Conocophillips | 0.30% | 19,941 | $2.5M | Reduce -2.8% |
| JNJ Johnson & Johnson | 0.28% | 14,783 | $2.3M | Reduce -7.0% |
| MRK Merck & Co. Inc. | 0.27% | 16,898 | $2.2M | Reduce -8.3% |
| RMD Resmed Inc. | 0.26% | 11,000 | $2.2M | No change |
| ILMN Illumina Inc. | 0.25% | 15,410 | $2.1M | Add +38.6% |
| VZ Verizon Communications Inc. | 0.22% | 44,594 | $1.9M | Reduce -19.0% |
| QQQ Invesco QQQ Trust Series 1 | 0.21% | 3,925 | $1.7M | Reduce -3.0% |
| DUK Duke Energy Corp. | 0.21% | 17,900 | $1.7M | Reduce -20.5% |
| XLU St Sr Utl SL SE SPDR ETF-Usd | 0.20% | 25,880 | $1.7M | Reduce -0.7% |
| BX Blackstone Inc. | 0.20% | 12,849 | $1.7M | Reduce -2.3% |
| AMT American Tower Corp. | 0.19% | 8,187 | $1.6M | Reduce -7.3% |
| COST Costco Wholesale Corp. | 0.19% | 2,116 | $1.6M | Reduce -10.1% |
| SO The Southern Co. | 0.18% | 21,504 | $1.5M | Reduce -0.7% |
| INTC Intel Corp. | 0.17% | 31,477 | $1.4M | Reduce -3.5% |
| BA The Boeing Co. | 0.15% | 6,435 | $1.2M | Reduce -6.5% |
| EMR Emerson Electric Co. | 0.15% | 10,932 | $1.2M | Reduce -17.5% |
| ABT Abbott Laboratories | 0.15% | 10,819 | $1.2M | No change |
| NOC Northrop Grumman Corp. | 0.13% | 2,262 | $1.1M | Add +0.9% |
| GOOGL Alphabet Inc. Class A | 0.13% | 7,165 | $1.1M | Add +0.8% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.13% | 8,700 | $1.1M | Reduce -62.6% |
| NUV Nuveen Municipal Value | 0.12% | 119,384 | $1.0M | Reduce -2.7% |
| CVS CVS Health Corp. | 0.12% | 13,011 | $1.0M | Reduce -10.5% |
| RTX RTX Corp. | 0.12% | 10,430 | $1.0M | Reduce -8.6% |
| SUB iShares Short-Term National | 0.12% | 9,608 | $1.0M | Add +33.2% |
| CAT Caterpillar Inc. | 0.11% | 2,609 | $956K | Reduce -17.5% |
| SJM The JM Smucker Co. filed as SMUCKER J M CO | 0.11% | 7,565 | $952K | No change |
Portfolio Sells Q4 2023 → Q1 2024
| SHY iShares 1-3 Year Treasury Bo | Reduce -77.2% | 0.40% | −1.60 |
| IGSB iShares 1-5Y Inv Grade Corp. | Reduce -32.2% | 1.16% | −0.79 |
| WBS Webster Financial Corp. | Reduce -59.6% | 0.37% | −0.57 |
| WY Weyerhaeuser Co. | Reduce -38.1% | 0.66% | −0.44 |
| HD Home Depot Inc. | Reduce -12.3% | 1.33% | −0.24 |
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -5.5% | 1.81% | −0.18 |
| BAC Bank of America Corp. | Reduce -23.1% | 0.49% | −0.17 |
| MDT Medtronic PLC | Reduce -0.9% | 1.10% | −0.16 |
| MSFT Microsoft Corp. | Reduce -1.3% | 4.74% | −0.15 |
| DIS The Walt Disney Co. | Reduce -62.6% | 0.13% | −0.14 |
| FLOT iShares Floating Rate Bond E | Reduce -2.9% | 0.83% | −0.14 |
| MCD McDonald's Corp. | Reduce -5.1% | 0.53% | −0.13 |
| MINT PIMCO Enhanced Short Maturit | Reduce -46.7% | 0.11% | −0.12 |
| XLV SS Health Care Select Sector | Reduce -1.2% | 1.14% | −0.11 |
| XLK SS Technology Select Sector | Reduce -0.6% | 2.34% | −0.10 |
| DUK Duke Energy Corp. | Reduce -20.5% | 0.21% | −0.10 |
| MDY State Street SPDR S&P Midcap | Reduce -14.3% | 0.39% | −0.08 |
| VZ Verizon Communications Inc. | Reduce -19.0% | 0.22% | −0.08 |
| JNJ Johnson & Johnson | Reduce -7.0% | 0.28% | −0.07 |
| AMT American Tower Corp. | Reduce -7.3% | 0.19% | −0.07 |
| BA The Boeing Co. | Reduce -6.5% | 0.15% | −0.07 |
| IRM Iron Mountain Inc. | Sold out | 0.00% | −0.07 |
| CVX Chevron Corp. | Reduce -4.4% | 0.48% | −0.06 |
| ORCL Oracle Corp. | Reduce -20.8% | 0.32% | −0.06 |
| ADP Automatic Data Processing | Reduce -9.3% | 0.31% | −0.06 |
| EL Estee Lauder Companies Class A | Sold out | 0.00% | −0.06 |
| SPSM SS SPDR P S&P 600 Small Cap | Reduce -1.8% | 0.46% | −0.05 |
| TSLA Tesla Inc. | Reduce -8.8% | 0.07% | −0.05 |
| INTC Intel Corp. | Reduce -3.5% | 0.17% | −0.05 |
| PSX Phillips 66 | Reduce -50.5% | 0.06% | −0.05 |
| LOW Lowe's Cos Inc. | Sold out | 0.00% | −0.04 |
| NVO Novo-Nordisk A/S-Spons ADR | Sold out | 0.00% | −0.04 |
| CVS CVS Health Corp. | Reduce -10.5% | 0.12% | −0.04 |
| NKE Nike Inc. Class B | Reduce -13.7% | 0.08% | −0.04 |
| AMGN Amgen Inc. | Reduce -29.0% | 0.04% | −0.03 |
| SPG Simon Property Group Inc. | Sold out | 0.00% | −0.03 |
| T AT&T Inc. | Reduce -14.7% | 0.09% | −0.03 |
| SO The Southern Co. | Reduce -0.7% | 0.18% | −0.03 |
| MRK Merck & Co. Inc. | Reduce -8.3% | 0.27% | −0.03 |
| XLU St Sr Utl SL SE SPDR ETF-Usd | Reduce -0.7% | 0.20% | −0.03 |
| CAH Cardinal Health Inc. | Sold out | 0.00% | −0.03 |
| COST Costco Wholesale Corp. | Reduce -10.1% | 0.19% | −0.03 |
| CMCSA Comcast Corp. Class A | Reduce -10.8% | 0.09% | −0.03 |
| XLC SS Comm Select Sector SPDR | Reduce -1.1% | 0.74% | −0.03 |
| EMR Emerson Electric Co. | Reduce -17.5% | 0.15% | −0.03 |
| XLI SS Industrial Select Sector | Reduce -1.5% | 0.76% | −0.03 |
| SPYG SS SPDR P S&P 500 Growth ETF | Reduce -28.2% | 0.06% | −0.03 |
| XLE SS Energy Select Sector | Reduce -3.9% | 0.43% | −0.02 |
| LMT Lockheed Martin Corp. | Reduce -5.8% | 0.10% | −0.02 |
| SPYV SS SPDR P S&P 500 Value ETF | Reduce -24.7% | 0.05% | −0.02 |
Portfolio Buys Q4 2023 → Q1 2024
| KLAC KLA Corp. | Add +42.3% | 1.47% | +0.52 |
| CMG Chipotle Mexican Grill Inc. | Add +41.6% | 1.26% | +0.48 |
| LLY Eli Lilly & Co. | Add +2.2% | 4.79% | +0.48 |
| AXP American Express Co. | Add +32.9% | 1.40% | +0.40 |
| GTLS Chart Industries Inc. | Add +40.4% | 1.09% | +0.37 |
| AMD Advanced Micro Devices | Add +16.9% | 1.65% | +0.34 |
| URI United Rentals Inc. | Add +16.9% | 1.32% | +0.33 |
| BKR Baker Hughes Co. | Add +78.5% | 0.86% | +0.33 |
| SLB SLB Ltd. | Add +71.4% | 0.84% | +0.33 |
| AMZN Amazon.com Inc. | Add +14.2% | 1.88% | +0.32 |
| SPSB SS SPDR P St C Corp. ETF | Add +32.2% | 2.30% | +0.31 |
| AZO AutoZone Inc. | Add +42.4% | 0.87% | +0.31 |
| LEN Lennar Corp. Class A | Add +57.6% | 0.80% | +0.29 |
| GWW WW Grainger Inc. | Add +42.0% | 0.82% | +0.28 |
| LECO Lincoln Electric Holdings | Add +36.4% | 0.94% | +0.28 |
| V Visa Inc. Class A | Add +34.0% | 1.30% | +0.26 |
| MRSH Marsh & McLennan Cos | Add +30.5% | 1.33% | +0.25 |
| FLR Fluor Corp. | Add +40.0% | 0.87% | +0.23 |
| ISRG Intuitive Surgical Inc. | Add +0.0% | 3.42% | +0.20 |
| NUE Nucor Corp. | Add +28.8% | 0.88% | +0.20 |
| XOM Exxon Mobil Corp. | Add +10.5% | 1.62% | +0.16 |
| JPM JPMorgan Chase & Co. | Add +6.3% | 2.12% | +0.16 |
| CRM Salesforce Inc. | Add +16.8% | 0.99% | +0.15 |
| MS Morgan Stanley | Add +32.2% | 0.96% | +0.14 |
| ABBV Abbvie Inc. | Add +12.6% | 1.18% | +0.12 |
| CSX CSX Corp. | Add +18.7% | 1.12% | +0.11 |
| SHW The Sherwin-Williams Co. | Add +12.4% | 0.84% | +0.10 |
| SBUX Starbucks Corp. | Add +32.3% | 0.92% | +0.10 |
| DHR Danaher Corp. | Add +15.5% | 1.17% | +0.08 |
| CSCO Cisco Systems Inc. | Add +24.3% | 0.90% | +0.06 |
| PLD Prologis Inc. | Add +25.8% | 0.80% | +0.06 |
| ILMN Illumina Inc. | Add +38.6% | 0.25% | +0.05 |
| DG Dollar General Corp. | Add +13.7% | 0.34% | +0.05 |
| GOOG Alphabet Inc. Class C | Add +8.0% | 2.02% | +0.05 |
| CIEN Ciena Corp. | Add +20.2% | 0.46% | +0.04 |
| MDLZ Mondelez International Inc. Class A | Add +28.7% | 0.57% | +0.04 |
| PFFA Virtus Infracap US Pref STCK | New | 0.03% | +0.03 |
| ATRI Atrion Corporation | New | 0.03% | +0.03 |
| BFOR Barron's 400 ETF | New | 0.02% | +0.02 |
| TXN Texas Instruments Inc. | New | 0.02% | +0.02 |
| SUB iShares Short-Term National | Add +33.2% | 0.12% | +0.02 |
| DVN Devon Energy Corp. | Add +37.4% | 0.04% | +0.01 |
| MA Mastercard Inc. Class A | Add +3.6% | 0.06% | +0.00 |
| AES AES Corp. | Add +22.1% | 0.51% | +0.00 |
| CI The Cigna Group | Add +3.5% | 0.04% | +0.00 |
| IVV iShares Core S&P 500 ETF | Add +5.9% | 0.05% | +0.00 |
| XLB SS Materials Select Sector | Add +4.9% | 0.10% | +0.00 |
| DLR Digital Realty Trust Inc. | Add +6.4% | 0.04% | +0.00 |
| NYF iShares New York Muni Bond E | Add +9.8% | 0.07% | −0.00 |
| MMM 3M Co. | Add +3.5% | 0.04% | −0.00 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 143 | $823.0M | LLY, SPIB, OBT, SPSB, XLK |
| Q1 2026Amended | 145 | $771.5M | SPIB, LLY, SPSB, OBT, NVDA |
| Q4 2025 | 149 | $903.9M | LLY, NVDA, SPIB, ISRG, MSFT |
| Q3 2025 | 177 | $960.5M | NVDA, SPIB, MSFT, LLY, SPSB |
| Q2 2025 | 175 | $913.4M | NVDA, MSFT, SPIB, LLY, ISRG |
| Q1 2025 | 169 | $837.1M | SPIB, LLY, ISRG, SPSB, MSFT |
| Q4 2024 | 177 | $882.9M | SPIB, NVDA, LLY, MSFT, ISRG |
| Q3 2024 | 174 | $903.6M | LLY, SPIB, NVDA, MSFT, OBT |
| Q2 2024 | 181 | $769.5M | MSFT, LLY, OBT, SPIB, AAPL |
| Q1 2024 | 178 | $834.9M | LLY, MSFT, NVDA, SPIB, ISRG |