Orange Investment Advisors, Inc.
In its 13F for Q3 2024 (holdings as of September 30, 2024, filed October 25, 2024), Orange Investment Advisors, Inc. reported 174 stock positions worth $903.6 million. Its top holding was Eli Lilly (LLY) at 4.7% of the portfolio, followed by SS SPDR P Int C Corp. ETF (SPIB, 4.5%) and Nvidia (NVDA, 4.3%). Compared with Q2 2024, it opened 12 new positions, sold out of 19, added to 51 and reduced 90. The biggest buy was SS SPDR P St C Corp. ETF (SPSB, shares +108%) and the biggest sale an exit from iShares 1-3 Year Treasury Bo (SHY).
- Most Recent 13F
- Q2 2026
- Location
- GOSHEN, NY
- CIK
- 0000943442
- Portfolio Value
- $903.6M (Q3 2024)
- SEC Filing
- 0001062993-24-017945 ↗ filed Oct 25, 2024
Holdings Value
Holdings 174 stocks · $903.6M
| LLY Eli Lilly & Co. | 4.74% | 48,316 | $42.8M | Reduce -8.0% |
| SPIB SS SPDR P Int C Corp. ETF | 4.50% | 1,206,072 | $40.7M | Add +43.8% |
| NVDA Nvidia Corp. | 4.33% | 322,486 | $39.2M | Add +628.8% |
| MSFT Microsoft Corp. | 4.20% | 88,240 | $38.0M | Reduce -12.9% |
| OBT Orange County Bancorp Inc. | 4.02% | 602,918 | $36.4M | Add +0.7% |
| ISRG Intuitive Surgical Inc. | 3.82% | 70,301 | $34.5M | Reduce -1.8% |
| SPSB SS SPDR P St C Corp. ETF | 3.41% | 1,016,952 | $30.8M | Add +108.5% |
| AAPL Apple Inc. | 3.37% | 130,770 | $30.5M | Reduce -6.8% |
| XLK SS Technology Select Sector | 2.27% | 90,908 | $20.5M | Reduce -3.8% |
| GOOG Alphabet Inc. Class C | 2.09% | 113,127 | $18.9M | Add +0.6% |
| AMZN Amazon.com Inc. | 2.05% | 99,475 | $18.5M | Add +16.0% |
| JPM JPMorgan Chase & Co. | 1.81% | 77,752 | $16.4M | Reduce -13.1% |
| KLAC KLA Corp. | 1.75% | 20,455 | $15.8M | Add +27.4% |
| AMD Advanced Micro Devices | 1.64% | 90,115 | $14.8M | Add +13.4% |
| UNH Unitedhealth Group Inc. | 1.56% | 24,146 | $14.1M | Add +25.6% |
| SPY SS SPDR S&P 500 ETF Trust-US | 1.53% | 24,119 | $13.8M | Reduce -21.2% |
| AXP American Express Co. | 1.46% | 48,536 | $13.2M | Add +4.3% |
| ADBE Adobe Inc. | 1.42% | 24,788 | $12.8M | Add +20.6% |
| DHR Danaher Corp. | 1.42% | 46,106 | $12.8M | Add +22.7% |
| TMO Thermo Fisher Scientific Inc. | 1.37% | 20,063 | $12.4M | Add +2.9% |
| XOM Exxon Mobil Corp. | 1.35% | 103,691 | $12.2M | Reduce -9.6% |
| URI United Rentals Inc. | 1.28% | 14,315 | $11.6M | Reduce -4.0% |
| ABBV Abbvie Inc. | 1.25% | 57,374 | $11.3M | Add +8.9% |
| MRSH Marsh & McLennan Cos | 1.24% | 50,332 | $11.2M | Add +7.0% |
| AVGO Broadcom Inc. | 1.22% | 63,902 | $11.0M | Reduce -11.6% |
| V Visa Inc. Class A | 1.20% | 39,586 | $10.9M | Add +14.9% |
| CRM Salesforce Inc. | 1.20% | 39,743 | $10.9M | Add +44.8% |
| HD Home Depot Inc. | 1.16% | 25,810 | $10.5M | Reduce -22.3% |
| XLF SS Financial Select Sector | 1.04% | 207,646 | $9.4M | Add +6.3% |
| MDT Medtronic PLC | 1.04% | 104,337 | $9.4M | Reduce -1.7% |
| CMG Chipotle Mexican Grill Inc. | 0.99% | 155,527 | $9.0M | Add +4842.1% |
| CSX CSX Corp. | 0.98% | 255,765 | $8.8M | Add +8.3% |
| XLV SS Health Care Select Sector | 0.97% | 56,842 | $8.8M | Reduce -13.1% |
| AZO AutoZone Inc. | 0.94% | 2,705 | $8.5M | Add +36.1% |
| LEN Lennar Corp. Class A | 0.91% | 43,824 | $8.2M | Add +37.8% |
| GWW WW Grainger Inc. filed as GRAINGER W W INC | 0.91% | 7,893 | $8.2M | Add +31.3% |
| FLR Fluor Corp. | 0.91% | 171,472 | $8.2M | Add +16.4% |
| MS Morgan Stanley | 0.86% | 74,960 | $7.8M | Reduce -0.9% |
| GTLS Chart Industries Inc. | 0.86% | 62,872 | $7.8M | Add +32.3% |
| SHW The Sherwin-Williams Co. | 0.85% | 20,061 | $7.7M | Add +1.7% |
| PLD Prologis Inc. | 0.83% | 59,308 | $7.5M | Add +27.9% |
| FLOT iShares Floating Rate Bond E | 0.81% | 143,702 | $7.3M | Add +2.9% |
| AES AES Corp. | 0.81% | 362,651 | $7.3M | Add +75.9% |
| XLY SS Consumer Disc Select Sect | 0.80% | 36,115 | $7.2M | Add +2.2% |
| CIEN Ciena Corp. | 0.78% | 114,632 | $7.1M | Add +53.1% |
| XLI SS Industrial Select Sector | 0.74% | 49,135 | $6.7M | Reduce -3.3% |
| SBUX Starbucks Corp. | 0.73% | 67,804 | $6.6M | Reduce -10.7% |
| XLC SS Comm Select Sector SPDR | 0.72% | 72,198 | $6.5M | Reduce -5.4% |
| CSCO Cisco Systems Inc. | 0.72% | 122,418 | $6.5M | Reduce -12.3% |
| PEP Pepsico Inc. | 0.69% | 36,868 | $6.3M | Reduce -21.0% |
| META Meta Platforms Inc. Class A | 0.68% | 10,791 | $6.2M | Reduce -15.9% |
| BKR Baker Hughes Co. | 0.59% | 148,674 | $5.4M | Reduce -8.8% |
| MCD McDonald's Corp. | 0.59% | 17,598 | $5.4M | Add +6.0% |
| PFE Pfizer Inc. | 0.57% | 177,214 | $5.1M | Add +32.4% |
| LECO Lincoln Electric Holdings | 0.53% | 24,927 | $4.8M | Reduce -9.8% |
| NUE Nucor Corp. | 0.53% | 31,631 | $4.8M | Reduce -9.8% |
| SPSM SS SPDR P S&P 600 Small Cap | 0.49% | 97,840 | $4.5M | Add +8.4% |
| MDLZ Mondelez International Inc. Class A | 0.47% | 58,127 | $4.3M | Add +2.3% |
| WY Weyerhaeuser Co. | 0.46% | 122,650 | $4.2M | Reduce -12.8% |
| XLP SS Consumer Staples Sel Sect | 0.44% | 47,914 | $4.0M | Reduce -4.3% |
| GS Goldman Sachs Group Inc. | 0.44% | 7,986 | $4.0M | Add +1076.1% |
| SLB SLB Ltd. filed as SCHLUMBERGER LTD | 0.43% | 92,731 | $3.9M | Reduce -7.0% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.43% | 97,736 | $3.9M | Reduce -39.5% |
| GNRC Generac Holdings Inc. | 0.41% | 23,555 | $3.7M | New |
| PG The Procter & Gamble Co. | 0.40% | 20,875 | $3.6M | Reduce -4.3% |
| CVX Chevron Corp. | 0.39% | 24,196 | $3.6M | Reduce -10.2% |
| OWL Blue Owl Capital Inc. | 0.37% | 170,839 | $3.3M | New |
| WMT Walmart Inc. | 0.36% | 40,509 | $3.3M | Add +166.1% |
| XLE SS Energy Select Sector | 0.36% | 36,952 | $3.2M | Reduce -6.1% |
| SCHW Schwab (charles) Corp. | 0.36% | 49,957 | $3.2M | New |
| ORCL Oracle Corp. | 0.35% | 18,490 | $3.2M | Reduce -30.1% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.35% | 14,214 | $3.1M | Reduce -5.8% |
| RMD Resmed Inc. | 0.30% | 11,000 | $2.7M | No change |
| ADP Automatic Data Processing | 0.29% | 9,480 | $2.6M | Reduce -17.6% |
| MDY State Street SPDR S&P Midcap | 0.29% | 4,579 | $2.6M | Reduce -32.5% |
| WBS Webster Financial Corp. | 0.28% | 54,498 | $2.5M | Reduce -26.3% |
| ILMN Illumina Inc. | 0.25% | 17,344 | $2.3M | Add +34.5% |
| JNJ Johnson & Johnson | 0.25% | 13,848 | $2.2M | Reduce -12.9% |
| COP Conocophillips | 0.22% | 18,782 | $2.0M | Reduce -8.5% |
| BX Blackstone Inc. | 0.21% | 12,426 | $1.9M | Reduce -5.5% |
| DUK Duke Energy Corp. | 0.21% | 16,172 | $1.9M | Reduce -28.2% |
| SO The Southern Co. | 0.20% | 20,280 | $1.8M | Reduce -6.3% |
| COST Costco Wholesale Corp. | 0.20% | 2,056 | $1.8M | Reduce -12.6% |
| XLU St Sr Utl SL SE SPDR ETF-Usd | 0.20% | 22,456 | $1.8M | Reduce -13.8% |
| MRK Merck & Co. Inc. | 0.20% | 15,818 | $1.8M | Reduce -14.1% |
| VZ Verizon Communications Inc. | 0.19% | 37,304 | $1.7M | Reduce -32.3% |
| AMT American Tower Corp. | 0.17% | 6,638 | $1.5M | Reduce -26.3% |
| QQQ Invesco QQQ Trust Series 1 | 0.16% | 2,985 | $1.5M | Reduce -26.2% |
| RTX RTX Corp. | 0.14% | 10,362 | $1.3M | Reduce -9.2% |
| IGSB iShares 1-5Y Inv Grade Corp. | 0.14% | 23,586 | $1.2M | Reduce -91.5% |
| ABT Abbott Laboratories | 0.13% | 10,594 | $1.2M | Reduce -2.1% |
| SUB iShares Short-Term National | 0.13% | 11,278 | $1.2M | Add +56.3% |
| NOC Northrop Grumman Corp. | 0.13% | 2,262 | $1.2M | Add +0.9% |
| GOOGL Alphabet Inc. Class A | 0.13% | 7,165 | $1.2M | Add +0.8% |
| CSW CSW Industrials Inc. | 0.13% | 3,212 | $1.2M | No change |
| EMR Emerson Electric Co. | 0.13% | 10,707 | $1.2M | Reduce -19.2% |
| XLB SS Materials Select Sector | 0.12% | 11,691 | $1.1M | Add +36.9% |
| LMT Lockheed Martin Corp. | 0.12% | 1,915 | $1.1M | Reduce -7.2% |
| NUV Nuveen Municipal Value | 0.11% | 113,612 | $1.0M | Reduce -7.4% |
| CAT Caterpillar Inc. | 0.11% | 2,609 | $1.0M | Reduce -17.5% |
Portfolio Sells Q2 2024 → Q3 2024
| SHY iShares 1-3 Year Treasury Bo | Sold out | 0.00% | −1.89 |
| IGSB iShares 1-5Y Inv Grade Corp. | Reduce -91.5% | 0.14% | −1.71 |
| MSFT Microsoft Corp. | Reduce -12.9% | 4.20% | −0.73 |
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -21.2% | 1.53% | −0.36 |
| HD Home Depot Inc. | Reduce -22.3% | 1.16% | −0.35 |
| PEP Pepsico Inc. | Reduce -21.0% | 0.69% | −0.33 |
| DG Dollar General Corp. | Sold out | 0.00% | −0.30 |
| BAC Bank of America Corp. | Reduce -39.5% | 0.43% | −0.29 |
| NUE Nucor Corp. | Reduce -9.8% | 0.53% | −0.26 |
| LECO Lincoln Electric Holdings | Reduce -9.8% | 0.53% | −0.23 |
| XLV SS Health Care Select Sector | Reduce -13.1% | 0.97% | −0.22 |
| SLB SLB Ltd. | Reduce -7.0% | 0.43% | −0.22 |
| MINT PIMCO Enhanced Short Maturit | Sold out | 0.00% | −0.22 |
| WBS Webster Financial Corp. | Reduce -26.3% | 0.28% | −0.21 |
| SBUX Starbucks Corp. | Reduce -10.7% | 0.73% | −0.20 |
| CSCO Cisco Systems Inc. | Reduce -12.3% | 0.72% | −0.19 |
| JPM JPMorgan Chase & Co. | Reduce -13.1% | 1.81% | −0.19 |
| INTC Intel Corp. | Reduce -65.8% | 0.03% | −0.18 |
| WY Weyerhaeuser Co. | Reduce -12.8% | 0.46% | −0.16 |
| XOM Exxon Mobil Corp. | Reduce -9.6% | 1.35% | −0.16 |
| MDT Medtronic PLC | Reduce -1.7% | 1.04% | −0.15 |
| MDY State Street SPDR S&P Midcap | Reduce -32.5% | 0.29% | −0.15 |
| BA The Boeing Co. | Reduce -50.4% | 0.06% | −0.15 |
| CVX Chevron Corp. | Reduce -10.2% | 0.39% | −0.13 |
| TSLA Tesla Inc. | Sold out | 0.00% | −0.12 |
| FLO Flowers Foods Inc. | Sold out | 0.00% | −0.10 |
| VZ Verizon Communications Inc. | Reduce -32.3% | 0.19% | −0.10 |
| BKR Baker Hughes Co. | Reduce -8.8% | 0.59% | −0.09 |
| COP Conocophillips | Reduce -8.5% | 0.22% | −0.09 |
| JNJ Johnson & Johnson | Reduce -12.9% | 0.25% | −0.09 |
| DUK Duke Energy Corp. | Reduce -28.2% | 0.21% | −0.08 |
| DD Dupont DE Nemours Inc. | Sold out | 0.00% | −0.08 |
| MRK Merck & Co. Inc. | Reduce -14.1% | 0.20% | −0.08 |
| AMT American Tower Corp. | Reduce -26.3% | 0.17% | −0.08 |
| CVS CVS Health Corp. | Reduce -25.7% | 0.08% | −0.08 |
| XLE SS Energy Select Sector | Reduce -6.1% | 0.36% | −0.07 |
| ADP Automatic Data Processing | Reduce -17.6% | 0.29% | −0.06 |
| PSX Phillips 66 | Reduce -54.1% | 0.04% | −0.06 |
| IRM Iron Mountain Inc. | Sold out | 0.00% | −0.06 |
| O Realty Income Corp. | Sold out | 0.00% | −0.06 |
| MS Morgan Stanley | Reduce -0.9% | 0.86% | −0.05 |
| EL Estee Lauder Companies Class A | Sold out | 0.00% | −0.05 |
| NKE Nike Inc. Class B | Reduce -26.6% | 0.06% | −0.05 |
| QQQ Invesco QQQ Trust Series 1 | Reduce -26.2% | 0.16% | −0.05 |
| PFF iShares Preferred & Income S | Sold out | 0.00% | −0.05 |
| XLK SS Technology Select Sector | Reduce -3.8% | 2.27% | −0.05 |
| IGM iShares Expanded Tech Sector | Sold out | 0.00% | −0.05 |
| CMCSA Comcast Corp. Class A | Reduce -23.8% | 0.07% | −0.04 |
| LOW Lowe's Cos Inc. | Sold out | 0.00% | −0.04 |
| VLO Valero Energy Corp. | Sold out | 0.00% | −0.04 |
Portfolio Buys Q2 2024 → Q3 2024
| SPSB SS SPDR P St C Corp. ETF | Add +108.5% | 3.41% | +1.52 |
| NVDA Nvidia Corp. | Add +628.8% | 4.33% | +1.33 |
| SPIB SS SPDR P Int C Corp. ETF | Add +43.8% | 4.50% | +0.94 |
| KLAC KLA Corp. | Add +27.4% | 1.75% | +0.58 |
| GNRC Generac Holdings Inc. | New | 0.41% | +0.41 |
| GS Goldman Sachs Group Inc. | Add +1076.1% | 0.44% | +0.40 |
| AMZN Amazon.com Inc. | Add +16.0% | 2.05% | +0.39 |
| OWL Blue Owl Capital Inc. | New | 0.37% | +0.37 |
| SCHW Schwab (charles) Corp. | New | 0.36% | +0.36 |
| CIEN Ciena Corp. | Add +53.1% | 0.78% | +0.32 |
| AXP American Express Co. | Add +4.3% | 1.46% | +0.31 |
| AES AES Corp. | Add +75.9% | 0.81% | +0.29 |
| LEN Lennar Corp. Class A | Add +37.8% | 0.91% | +0.29 |
| AZO AutoZone Inc. | Add +36.1% | 0.94% | +0.28 |
| CRM Salesforce Inc. | Add +44.8% | 1.20% | +0.27 |
| DHR Danaher Corp. | Add +22.7% | 1.42% | +0.27 |
| GWW WW Grainger Inc. | Add +31.3% | 0.91% | +0.27 |
| UNH Unitedhealth Group Inc. | Add +25.6% | 1.56% | +0.22 |
| FLR Fluor Corp. | Add +16.4% | 0.91% | +0.17 |
| ABBV Abbvie Inc. | Add +8.9% | 1.25% | +0.15 |
| AMD Advanced Micro Devices | Add +13.4% | 1.64% | +0.13 |
| SHW The Sherwin-Williams Co. | Add +1.7% | 0.85% | +0.08 |
| CMG Chipotle Mexican Grill Inc. | Add +4842.1% | 0.99% | +0.08 |
| XLF SS Financial Select Sector | Add +6.3% | 1.04% | +0.08 |
| MRSH Marsh & McLennan Cos | Add +7.0% | 1.24% | +0.07 |
| COF Capital One Financial Corp. | New | 0.06% | +0.06 |
| PFE Pfizer Inc. | Add +32.4% | 0.57% | +0.05 |
| WMT Walmart Inc. | Add +166.1% | 0.36% | +0.05 |
| GTLS Chart Industries Inc. | Add +32.3% | 0.86% | +0.04 |
| GOOG Alphabet Inc. Class C | Add +0.6% | 2.09% | +0.04 |
| SUB iShares Short-Term National | Add +56.3% | 0.13% | +0.03 |
| XLB SS Materials Select Sector | Add +36.9% | 0.12% | +0.03 |
| PFFA Virtus Infracap US Pref STCK | New | 0.03% | +0.03 |
| V Visa Inc. Class A | Add +14.9% | 1.20% | +0.03 |
| ILMN Illumina Inc. | Add +34.5% | 0.25% | +0.03 |
| PLD Prologis Inc. | Add +27.9% | 0.83% | +0.03 |
| GEV GE Vernova Inc. | New | 0.03% | +0.03 |
| TXN Texas Instruments Inc. | New | 0.03% | +0.03 |
| PPL PPL Corp. | New | 0.02% | +0.02 |
| BFOR Barron's 400 ETF | New | 0.02% | +0.02 |
| XLRE SS Real Estate Select Sector | Add +31.5% | 0.11% | +0.02 |
| CARR Carrier Global Corp. | New | 0.02% | +0.02 |
| RA Brookfield Real Assets Incom | New | 0.02% | +0.02 |
| WBA Walgreens Boots Alliance Inc. | New | 0.01% | +0.01 |
| SPSM SS SPDR P S&P 600 Small Cap | Add +8.4% | 0.49% | +0.01 |
| CHMI Cherry Hill Mortgage Investm | Add +133.3% | 0.01% | +0.00 |
| DLR Digital Realty Trust Inc. | Add +6.4% | 0.04% | +0.00 |
| GOOGL Alphabet Inc. Class A | Add +0.8% | 0.13% | +0.00 |
| MA Mastercard Inc. Class A | Add +3.6% | 0.06% | +0.00 |
| SPMD SS SPDR P S&P 400 Midcap ETF | Add +5.3% | 0.07% | +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 |