Orange Investment Advisors, Inc.
In its 13F for Q2 2024 (holdings as of June 30, 2024, filed July 2, 2024), Orange Investment Advisors, Inc. reported 181 stock positions worth $769.5 million. Its top holding was Microsoft (MSFT) at 4.9% of the portfolio, followed by Eli Lilly (LLY, 4.3%) and Orange County Bancorp (OBT, 4.1%). Compared with Q1 2024, it opened 7 new positions, sold out of 4, added to 87 and reduced 54. The biggest buy was iShares 1-3 Year Treasury Bo (SHY, shares +338%) and the biggest sale Nvidia (NVDA, shares −88%).
- Most Recent 13F
- Q2 2026
- Location
- GOSHEN, NY
- CIK
- 0000943442
- Portfolio Value
- $769.5M (Q2 2024)
- SEC Filing
- 0001062993-24-013269 ↗ filed Jul 2, 2024
Holdings Value
Holdings 181 stocks · $769.5M
| MSFT Microsoft Corp. | 4.93% | 101,344 | $38.0M | Add +7.8% |
| LLY Eli Lilly & Co. | 4.27% | 52,520 | $32.9M | Add +2.2% |
| OBT Orange County Bancorp Inc. | 4.06% | 598,510 | $31.2M | Reduce -0.6% |
| SPIB SS SPDR P Int C Corp. ETF | 3.56% | 838,784 | $27.4M | Reduce -12.0% |
| AAPL Apple Inc. | 3.38% | 140,249 | $26.0M | Add +3.8% |
| ISRG Intuitive Surgical Inc. | 3.06% | 71,620 | $23.6M | Reduce -0.0% |
| NVDA Nvidia Corp. | 3.00% | 44,252 | $23.1M | Reduce -88.3% |
| XLK SS Technology Select Sector | 2.32% | 94,543 | $17.8M | Add +0.6% |
| GOOG Alphabet Inc. Class C | 2.05% | 112,504 | $15.8M | Add +1.6% |
| JPM JPMorgan Chase & Co. | 2.00% | 89,519 | $15.4M | Add +1.3% |
| SHY iShares 1-3 Year Treasury Bo | 1.89% | 177,502 | $14.5M | Add +338.1% |
| SPY SS SPDR S&P 500 ETF Trust-US | 1.89% | 30,625 | $14.5M | Add +5.8% |
| SPSB SS SPDR P St C Corp. ETF | 1.89% | 487,831 | $14.5M | Reduce -24.4% |
| IGSB iShares 1-5Y Inv Grade Corp. | 1.85% | 278,542 | $14.2M | Add +47.5% |
| AMZN Amazon.com Inc. | 1.66% | 85,755 | $12.8M | Reduce -1.5% |
| ADBE Adobe Inc. | 1.55% | 20,553 | $11.9M | Add +1.6% |
| AMD Advanced Micro Devices | 1.51% | 79,470 | $11.6M | Add +3.9% |
| XOM Exxon Mobil Corp. | 1.50% | 114,658 | $11.6M | Reduce -1.3% |
| HD Home Depot Inc. | 1.50% | 33,233 | $11.6M | Add +14.8% |
| TMO Thermo Fisher Scientific Inc. | 1.37% | 19,507 | $10.6M | Add +3.1% |
| UNH Unitedhealth Group Inc. | 1.34% | 19,220 | $10.3M | Add +2.1% |
| MDT Medtronic PLC | 1.19% | 106,116 | $9.2M | Add +0.9% |
| XLV SS Health Care Select Sector | 1.19% | 65,422 | $9.2M | Add +1.2% |
| V Visa Inc. Class A | 1.18% | 34,448 | $9.0M | Reduce -11.3% |
| KLAC KLA Corp. | 1.17% | 16,052 | $9.0M | Reduce -8.6% |
| MRSH Marsh & McLennan Cos | 1.17% | 47,056 | $9.0M | Reduce -13.0% |
| DHR Danaher Corp. | 1.15% | 37,580 | $8.8M | Reduce -4.3% |
| AXP American Express Co. | 1.14% | 46,537 | $8.8M | Reduce -9.1% |
| ABBV Abbvie Inc. | 1.11% | 52,689 | $8.5M | Reduce -2.8% |
| URI United Rentals Inc. | 1.07% | 14,905 | $8.2M | Reduce -2.2% |
| CSX CSX Corp. | 1.06% | 236,123 | $8.2M | Reduce -6.7% |
| PEP Pepsico Inc. | 1.03% | 46,668 | $7.9M | Add +0.9% |
| AVGO Broadcom Inc. | 1.01% | 7,226 | $7.8M | Add +3.5% |
| XLF SS Financial Select Sector | 0.96% | 195,356 | $7.4M | Reduce -0.4% |
| CRM Salesforce Inc. | 0.93% | 27,449 | $7.2M | Add +0.3% |
| SBUX Starbucks Corp. | 0.93% | 75,917 | $7.2M | Reduce -10.0% |
| FLOT iShares Floating Rate Bond E | 0.92% | 139,723 | $7.1M | Add +3.0% |
| MS Morgan Stanley | 0.92% | 75,659 | $7.1M | Reduce -11.5% |
| CSCO Cisco Systems Inc. | 0.92% | 139,611 | $7.0M | Reduce -7.0% |
| CMG Chipotle Mexican Grill Inc. | 0.91% | 3,147 | $7.0M | Reduce -98.3% |
| GTLS Chart Industries Inc. | 0.82% | 47,533 | $6.3M | Reduce -13.7% |
| XLY SS Consumer Disc Select Sect | 0.81% | 35,338 | $6.2M | Reduce -0.6% |
| PLD Prologis Inc. | 0.80% | 46,376 | $6.2M | Reduce -9.1% |
| NUE Nucor Corp. | 0.79% | 35,064 | $6.1M | Reduce -5.8% |
| SHW The Sherwin-Williams Co. | 0.77% | 19,728 | $5.9M | Reduce -2.5% |
| LECO Lincoln Electric Holdings | 0.76% | 27,642 | $5.9M | Reduce -9.8% |
| XLI SS Industrial Select Sector | 0.74% | 50,809 | $5.7M | Add +1.5% |
| FLR Fluor Corp. | 0.73% | 147,303 | $5.6M | Reduce -14.1% |
| XLC SS Comm Select Sector SPDR | 0.73% | 76,332 | $5.6M | Add +1.1% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.72% | 161,557 | $5.5M | Add +49.2% |
| BKR Baker Hughes Co. | 0.69% | 162,994 | $5.3M | Reduce -23.7% |
| AZO AutoZone Inc. | 0.66% | 1,987 | $5.1M | Reduce -14.0% |
| SLB SLB Ltd. filed as SCHLUMBERGER LTD | 0.65% | 99,688 | $5.0M | Reduce -22.0% |
| GWW WW Grainger Inc. filed as GRAINGER W W INC | 0.64% | 6,013 | $4.9M | Reduce -10.2% |
| MCD McDonald's Corp. | 0.63% | 16,605 | $4.8M | Add +5.3% |
| WY Weyerhaeuser Co. | 0.62% | 140,734 | $4.8M | Reduce -8.4% |
| LEN Lennar Corp. Class A | 0.62% | 31,809 | $4.7M | Reduce -17.6% |
| META Meta Platforms Inc. Class A | 0.60% | 12,825 | $4.6M | Add +11.8% |
| MDLZ Mondelez International Inc. Class A | 0.54% | 56,821 | $4.2M | Reduce -16.1% |
| CVX Chevron Corp. | 0.52% | 26,946 | $4.0M | Add +5.3% |
| PFE Pfizer Inc. | 0.51% | 133,856 | $4.0M | Add +2.2% |
| AES AES Corp. | 0.51% | 206,147 | $3.9M | Reduce -13.3% |
| WBS Webster Financial Corp. | 0.49% | 73,924 | $3.8M | Add +22.7% |
| SPSM SS SPDR P S&P 600 Small Cap | 0.48% | 90,244 | $3.7M | Add +1.8% |
| XLP SS Consumer Staples Sel Sect | 0.47% | 50,073 | $3.6M | Reduce -0.4% |
| CIEN Ciena Corp. | 0.46% | 74,878 | $3.5M | Reduce -2.6% |
| MDY State Street SPDR S&P Midcap | 0.44% | 6,787 | $3.4M | Add +16.7% |
| XLE SS Energy Select Sector | 0.43% | 39,371 | $3.3M | Add +4.0% |
| PG The Procter & Gamble Co. | 0.42% | 21,823 | $3.2M | Add +1.0% |
| ORCL Oracle Corp. | 0.36% | 26,449 | $2.8M | Add +26.3% |
| ADP Automatic Data Processing | 0.35% | 11,507 | $2.7M | Add +12.2% |
| JNJ Johnson & Johnson | 0.33% | 15,904 | $2.6M | Add +7.6% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.32% | 15,094 | $2.4M | Add +2.5% |
| WMT Walmart Inc. | 0.31% | 15,225 | $2.4M | Reduce -65.4% |
| COP Conocophillips | 0.31% | 20,523 | $2.3M | Add +2.9% |
| DG Dollar General Corp. | 0.30% | 17,340 | $2.3M | Reduce -5.8% |
| DUK Duke Energy Corp. | 0.29% | 22,510 | $2.2M | Add +25.8% |
| VZ Verizon Communications Inc. | 0.29% | 55,064 | $2.2M | Add +23.5% |
| MRK Merck & Co. Inc. | 0.28% | 18,423 | $2.2M | Add +9.0% |
| AMT American Tower Corp. | 0.25% | 9,005 | $1.9M | Add +10.0% |
| RMD Resmed Inc. | 0.25% | 11,000 | $1.9M | No change |
| ILMN Illumina Inc. | 0.22% | 12,894 | $1.7M | Reduce -16.3% |
| XLU St Sr Utl SL SE SPDR ETF-Usd | 0.22% | 26,056 | $1.7M | Add +0.7% |
| MINT PIMCO Enhanced Short Maturit | 0.22% | 16,814 | $1.7M | Add +87.7% |
| QQQ Invesco QQQ Trust Series 1 | 0.21% | 4,046 | $1.6M | Add +3.1% |
| BX Blackstone Inc. | 0.21% | 13,149 | $1.6M | Add +2.3% |
| INTC Intel Corp. | 0.21% | 32,627 | $1.6M | Add +3.6% |
| BA The Boeing Co. | 0.20% | 6,885 | $1.6M | Add +7.0% |
| SO The Southern Co. | 0.20% | 21,654 | $1.6M | Add +0.7% |
| COST Costco Wholesale Corp. | 0.20% | 2,353 | $1.6M | Add +11.2% |
| EMR Emerson Electric Co. | 0.16% | 13,251 | $1.3M | Add +21.2% |
| ABT Abbott Laboratories | 0.16% | 10,819 | $1.2M | No change |
| CVS CVS Health Corp. | 0.15% | 14,736 | $1.2M | Add +13.3% |
| NUV Nuveen Municipal Value | 0.14% | 122,687 | $1.1M | Add +2.8% |
| NOC Northrop Grumman Corp. | 0.14% | 2,242 | $1.1M | Reduce -0.9% |
| GOOGL Alphabet Inc. Class A | 0.13% | 7,105 | $986K | Reduce -0.8% |
| RTX RTX Corp. | 0.13% | 11,409 | $979K | Add +9.4% |
| SJM The JM Smucker Co. filed as SMUCKER J M CO | 0.13% | 7,565 | $976K | No change |
| LMT Lockheed Martin Corp. | 0.12% | 2,063 | $946K | Add +10.1% |
| CAT Caterpillar Inc. | 0.12% | 3,161 | $924K | Add +21.2% |
Portfolio Sells Q1 2024 → Q2 2024
| NVDA Nvidia Corp. | Reduce -88.3% | 3.00% | −1.11 |
| SPSB SS SPDR P St C Corp. ETF | Reduce -24.4% | 1.89% | −0.41 |
| ISRG Intuitive Surgical Inc. | Reduce -0.0% | 3.06% | −0.36 |
| CMG Chipotle Mexican Grill Inc. | Reduce -98.3% | 0.91% | −0.35 |
| KLAC KLA Corp. | Reduce -8.6% | 1.17% | −0.30 |
| GTLS Chart Industries Inc. | Reduce -13.7% | 0.82% | −0.26 |
| AXP American Express Co. | Reduce -9.1% | 1.14% | −0.25 |
| URI United Rentals Inc. | Reduce -2.2% | 1.07% | −0.25 |
| AMZN Amazon.com Inc. | Reduce -1.5% | 1.66% | −0.22 |
| AZO AutoZone Inc. | Reduce -14.0% | 0.66% | −0.21 |
| SLB SLB Ltd. | Reduce -22.0% | 0.65% | −0.19 |
| LEN Lennar Corp. Class A | Reduce -17.6% | 0.62% | −0.18 |
| LECO Lincoln Electric Holdings | Reduce -9.8% | 0.76% | −0.18 |
| SPIB SS SPDR P Int C Corp. ETF | Reduce -12.0% | 3.56% | −0.17 |
| GWW WW Grainger Inc. | Reduce -10.2% | 0.64% | −0.17 |
| BKR Baker Hughes Co. | Reduce -23.7% | 0.69% | −0.17 |
| MRSH Marsh & McLennan Cos | Reduce -13.0% | 1.17% | −0.16 |
| FLR Fluor Corp. | Reduce -14.1% | 0.73% | −0.14 |
| V Visa Inc. Class A | Reduce -11.3% | 1.18% | −0.12 |
| XOM Exxon Mobil Corp. | Reduce -1.3% | 1.50% | −0.11 |
| NUE Nucor Corp. | Reduce -5.8% | 0.79% | −0.10 |
| ABBV Abbvie Inc. | Reduce -2.8% | 1.11% | −0.08 |
| SHW The Sherwin-Williams Co. | Reduce -2.5% | 0.77% | −0.07 |
| CSX CSX Corp. | Reduce -6.7% | 1.06% | −0.06 |
| MS Morgan Stanley | Reduce -11.5% | 0.92% | −0.04 |
| DG Dollar General Corp. | Reduce -5.8% | 0.30% | −0.04 |
| WY Weyerhaeuser Co. | Reduce -8.4% | 0.62% | −0.04 |
| PFFA Virtus Infracap US Pref STCK | Sold out | 0.00% | −0.03 |
| ILMN Illumina Inc. | Reduce -16.3% | 0.22% | −0.03 |
| ATRI Atrion Corporation | Sold out | 0.00% | −0.03 |
| DHR Danaher Corp. | Reduce -4.3% | 1.15% | −0.03 |
| XLF SS Financial Select Sector | Reduce -0.4% | 0.96% | −0.03 |
| BFOR Barron's 400 ETF | Sold out | 0.00% | −0.02 |
| TXN Texas Instruments Inc. | Sold out | 0.00% | −0.02 |
| MDLZ Mondelez International Inc. Class A | Reduce -16.1% | 0.54% | −0.02 |
| SUB iShares Short-Term National | Reduce -24.9% | 0.10% | −0.02 |
| DVN Devon Energy Corp. | Reduce -27.2% | 0.03% | −0.01 |
| XLB SS Materials Select Sector | Reduce -4.6% | 0.09% | −0.01 |
| MA Mastercard Inc. Class A | Reduce -3.5% | 0.06% | −0.01 |
| IVV iShares Core S&P 500 ETF | Reduce -5.6% | 0.05% | −0.00 |
| WMT Walmart Inc. | Reduce -65.4% | 0.31% | −0.00 |
| CI The Cigna Group | Reduce -3.4% | 0.03% | −0.00 |
| IGM iShares Expanded Tech Sector | Reduce -83.3% | 0.05% | −0.00 |
| DLR Digital Realty Trust Inc. | Reduce -6.0% | 0.04% | −0.00 |
| GOOGL Alphabet Inc. Class A | Reduce -0.8% | 0.13% | −0.00 |
| NYF iShares New York Muni Bond E | Reduce -8.9% | 0.07% | −0.00 |
| AES AES Corp. | Reduce -13.3% | 0.51% | +0.00 |
| MMM 3M Co. | Reduce -3.4% | 0.04% | +0.00 |
| XLRE SS Real Estate Select Sector | Reduce -5.2% | 0.09% | +0.00 |
| CIEN Ciena Corp. | Reduce -2.6% | 0.46% | +0.01 |
Portfolio Buys Q1 2024 → Q2 2024
| SHY iShares 1-3 Year Treasury Bo | Add +338.1% | 1.89% | +1.49 |
| IGSB iShares 1-5Y Inv Grade Corp. | Add +47.5% | 1.85% | +0.69 |
| AAPL Apple Inc. | Add +3.8% | 3.38% | +0.61 |
| ADBE Adobe Inc. | Add +1.6% | 1.55% | +0.33 |
| BAC Bank of America Corp. | Add +49.2% | 0.72% | +0.23 |
| UNH Unitedhealth Group Inc. | Add +2.1% | 1.34% | +0.22 |
| MSFT Microsoft Corp. | Add +7.8% | 4.93% | +0.20 |
| HD Home Depot Inc. | Add +14.8% | 1.50% | +0.17 |
| WBS Webster Financial Corp. | Add +22.7% | 0.49% | +0.13 |
| MINT PIMCO Enhanced Short Maturit | Add +87.7% | 0.22% | +0.11 |
| MCD McDonald's Corp. | Add +5.3% | 0.63% | +0.10 |
| MDT Medtronic PLC | Add +0.9% | 1.19% | +0.10 |
| FLOT iShares Floating Rate Bond E | Add +3.0% | 0.92% | +0.09 |
| DUK Duke Energy Corp. | Add +25.8% | 0.29% | +0.08 |
| PFE Pfizer Inc. | Add +2.2% | 0.51% | +0.08 |
| SPY SS SPDR S&P 500 ETF Trust-US | Add +5.8% | 1.89% | +0.08 |
| IRM Iron Mountain Inc. | New | 0.06% | +0.06 |
| VZ Verizon Communications Inc. | Add +23.5% | 0.29% | +0.06 |
| AMT American Tower Corp. | Add +10.0% | 0.25% | +0.06 |
| PEP Pepsico Inc. | Add +0.9% | 1.03% | +0.06 |
| BA The Boeing Co. | Add +7.0% | 0.20% | +0.06 |
| MDY State Street SPDR S&P Midcap | Add +16.7% | 0.44% | +0.05 |
| TMO Thermo Fisher Scientific Inc. | Add +3.1% | 1.37% | +0.05 |
| JNJ Johnson & Johnson | Add +7.6% | 0.33% | +0.05 |
| EL Estee Lauder Companies Class A | New | 0.05% | +0.05 |
| XLV SS Health Care Select Sector | Add +1.2% | 1.19% | +0.05 |
| PSX Phillips 66 | Add +110.1% | 0.10% | +0.05 |
| ADP Automatic Data Processing | Add +12.2% | 0.35% | +0.05 |
| TSLA Tesla Inc. | Add +9.6% | 0.12% | +0.05 |
| ORCL Oracle Corp. | Add +26.3% | 0.36% | +0.04 |
| LOW Lowe's Cos Inc. | New | 0.04% | +0.04 |
| CVX Chevron Corp. | Add +5.3% | 0.52% | +0.04 |
| INTC Intel Corp. | Add +3.6% | 0.21% | +0.04 |
| GOOG Alphabet Inc. Class C | Add +1.6% | 2.05% | +0.04 |
| NVO Novo-Nordisk A/S-Spons ADR | New | 0.03% | +0.03 |
| NKE Nike Inc. Class B | Add +19.5% | 0.11% | +0.03 |
| CVS CVS Health Corp. | Add +13.3% | 0.15% | +0.03 |
| SPG Simon Property Group Inc. | New | 0.03% | +0.03 |
| AMGN Amgen Inc. | Add +40.8% | 0.07% | +0.03 |
| SPSM SS SPDR P S&P 600 Small Cap | Add +1.8% | 0.48% | +0.03 |
| CAH Cardinal Health Inc. | New | 0.03% | +0.03 |
| T AT&T Inc. | Add +17.2% | 0.12% | +0.02 |
| LMT Lockheed Martin Corp. | Add +10.1% | 0.12% | +0.02 |
| CMCSA Comcast Corp. Class A | Add +12.1% | 0.11% | +0.02 |
| SPYG SS SPDR P S&P 500 Growth ETF | Add +39.3% | 0.08% | +0.02 |
| SPYV SS SPDR P S&P 500 Value ETF | Add +32.7% | 0.07% | +0.02 |
| SO The Southern Co. | Add +0.7% | 0.20% | +0.02 |
| QCOM Qualcomm Inc. | Add +72.1% | 0.05% | +0.02 |
| COST Costco Wholesale Corp. | Add +11.2% | 0.20% | +0.02 |
| XLU St Sr Utl SL SE SPDR ETF-Usd | Add +0.7% | 0.22% | +0.02 |
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 |