Orange Investment Advisors, Inc.
In its 13F for Q4 2024 (holdings as of December 31, 2024, filed January 10, 2025), Orange Investment Advisors, Inc. reported 177 stock positions worth $882.9 million. Its top holding was SS SPDR P Int C Corp. ETF (SPIB) at 4.6% of the portfolio, followed by Nvidia (NVDA, 4.5%) and Eli Lilly (LLY, 4.2%). Compared with Q3 2024, it opened 9 new positions, sold out of 6, added to 34 and reduced 89. The biggest buy was Alphabet Class C (GOOG, shares +0%) and the biggest sale Lennar Class A (LEN, shares −77%).
- Most Recent 13F
- Q2 2026
- Location
- GOSHEN, NY
- CIK
- 0000943442
- Portfolio Value
- $882.9M (Q4 2024)
- SEC Filing
- 0001062993-25-000619 ↗ filed Jan 10, 2025
Holdings Value
Holdings 177 stocks · $882.9M
| SPIB SS SPDR P Int C Corp. ETF | 4.58% | 1,234,843 | $40.5M | Add +2.4% |
| NVDA Nvidia Corp. | 4.54% | 298,799 | $40.1M | Reduce -7.3% |
| LLY Eli Lilly & Co. | 4.22% | 48,231 | $37.2M | Reduce -0.2% |
| MSFT Microsoft Corp. | 4.21% | 88,248 | $37.2M | Add +0.0% |
| ISRG Intuitive Surgical Inc. | 4.16% | 70,301 | $36.7M | No change |
| OBT Orange County Bancorp Inc. | 3.79% | 602,184 | $33.5M | Reduce -0.1% |
| AAPL Apple Inc. | 3.63% | 127,944 | $32.0M | Reduce -2.2% |
| SPSB SS SPDR P St C Corp. ETF | 3.55% | 1,048,489 | $31.3M | Add +3.1% |
| GOOG Alphabet Inc. Class C | 2.45% | 113,545 | $21.6M | Add +0.4% |
| XLK SS Technology Select Sector | 2.40% | 91,008 | $21.2M | Add +0.1% |
| AMZN Amazon.com Inc. | 2.38% | 95,958 | $21.1M | Reduce -3.5% |
| JPM JPMorgan Chase & Co. | 1.97% | 72,508 | $17.4M | Reduce -6.7% |
| AVGO Broadcom Inc. | 1.64% | 62,433 | $14.5M | Reduce -2.3% |
| AXP American Express Co. | 1.53% | 45,623 | $13.5M | Reduce -6.0% |
| SPY SS SPDR S&P 500 ETF Trust-US | 1.53% | 23,019 | $13.5M | Reduce -4.6% |
| KLAC KLA Corp. | 1.51% | 21,203 | $13.4M | Add +3.7% |
| UNH Unitedhealth Group Inc. | 1.51% | 26,283 | $13.3M | Add +8.8% |
| CRM Salesforce Inc. | 1.38% | 36,491 | $12.2M | Reduce -8.2% |
| V Visa Inc. Class A | 1.36% | 37,949 | $12.0M | Reduce -4.1% |
| XOM Exxon Mobil Corp. | 1.26% | 103,541 | $11.1M | Reduce -0.1% |
| ADBE Adobe Inc. | 1.25% | 24,828 | $11.0M | Add +0.2% |
| GTLS Chart Industries Inc. | 1.23% | 56,700 | $10.8M | Reduce -9.8% |
| DHR Danaher Corp. | 1.22% | 47,003 | $10.8M | Add +1.9% |
| AMD Advanced Micro Devices | 1.21% | 88,692 | $10.7M | Reduce -1.6% |
| MRSH Marsh & McLennan Cos | 1.20% | 49,914 | $10.6M | Reduce -0.8% |
| TMO Thermo Fisher Scientific Inc. | 1.20% | 20,331 | $10.6M | Add +1.3% |
| XLF SS Financial Select Sector | 1.16% | 211,895 | $10.2M | Add +2.0% |
| HD Home Depot Inc. | 1.11% | 25,274 | $9.8M | Reduce -2.1% |
| URI United Rentals Inc. | 1.08% | 13,545 | $9.5M | Reduce -5.4% |
| ABBV Abbvie Inc. | 1.08% | 53,573 | $9.5M | Reduce -6.6% |
| CMG Chipotle Mexican Grill Inc. | 1.04% | 151,597 | $9.1M | Reduce -2.5% |
| MS Morgan Stanley | 0.99% | 69,237 | $8.7M | Reduce -7.6% |
| AZO AutoZone Inc. | 0.97% | 2,683 | $8.6M | Reduce -0.8% |
| CIEN Ciena Corp. | 0.95% | 99,230 | $8.4M | Reduce -13.4% |
| MDT Medtronic PLC | 0.94% | 103,425 | $8.3M | Reduce -0.9% |
| CSX CSX Corp. | 0.94% | 255,893 | $8.3M | Add +0.1% |
| XLY SS Consumer Disc Select Sect | 0.93% | 36,482 | $8.2M | Add +1.0% |
| META Meta Platforms Inc. Class A | 0.92% | 13,810 | $8.1M | Add +28.0% |
| FLR Fluor Corp. | 0.90% | 160,380 | $7.9M | Reduce -6.5% |
| XLV SS Health Care Select Sector | 0.89% | 57,283 | $7.9M | Add +0.8% |
| GWW WW Grainger Inc. filed as GRAINGER W W INC | 0.89% | 7,449 | $7.9M | Reduce -5.6% |
| FLOT iShares Floating Rate Bond E | 0.84% | 145,991 | $7.4M | Add +1.6% |
| CSCO Cisco Systems Inc. | 0.79% | 118,193 | $7.0M | Reduce -3.5% |
| XLC SS Comm Select Sector SPDR | 0.79% | 72,064 | $7.0M | Reduce -0.2% |
| SHW The Sherwin-Williams Co. | 0.75% | 19,427 | $6.6M | Reduce -3.2% |
| XLI SS Industrial Select Sector | 0.74% | 49,792 | $6.6M | Add +1.3% |
| PEP Pepsico Inc. | 0.72% | 41,580 | $6.3M | Add +12.8% |
| PLD Prologis Inc. | 0.70% | 58,060 | $6.1M | Reduce -2.1% |
| SBUX Starbucks Corp. | 0.67% | 65,112 | $5.9M | Reduce -4.0% |
| BKR Baker Hughes Co. | 0.63% | 135,136 | $5.5M | Reduce -9.1% |
| AES AES Corp. | 0.59% | 406,443 | $5.2M | Add +12.1% |
| MCD McDonald's Corp. | 0.57% | 17,436 | $5.1M | Reduce -0.9% |
| SPSM SS SPDR P S&P 600 Small Cap | 0.55% | 107,810 | $4.8M | Add +10.2% |
| LECO Lincoln Electric Holdings | 0.53% | 24,834 | $4.7M | Reduce -0.4% |
| GS Goldman Sachs Group Inc. | 0.50% | 7,678 | $4.4M | Reduce -3.9% |
| SCHW Schwab (charles) Corp. | 0.49% | 58,113 | $4.3M | Add +16.3% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.48% | 96,628 | $4.2M | Reduce -1.1% |
| PFE Pfizer Inc. | 0.47% | 156,097 | $4.1M | Reduce -11.9% |
| NUE Nucor Corp. | 0.44% | 33,339 | $3.9M | Add +5.4% |
| OWL Blue Owl Capital Inc. | 0.44% | 165,383 | $3.8M | Reduce -3.2% |
| XLP SS Consumer Staples Sel Sect | 0.43% | 48,721 | $3.8M | Add +1.7% |
| MDLZ Mondelez International Inc. Class A | 0.42% | 61,504 | $3.7M | Add +5.8% |
| WMT Walmart Inc. | 0.40% | 39,100 | $3.5M | Reduce -3.5% |
| SLB SLB Ltd. filed as SCHLUMBERGER LTD | 0.40% | 90,951 | $3.5M | Reduce -1.9% |
| GNRC Generac Holdings Inc. | 0.39% | 22,459 | $3.5M | Reduce -4.7% |
| CVX Chevron Corp. | 0.38% | 23,031 | $3.3M | Reduce -4.8% |
| WY Weyerhaeuser Co. | 0.38% | 118,153 | $3.3M | Reduce -3.7% |
| XLE SS Energy Select Sector | 0.37% | 38,028 | $3.3M | Add +2.9% |
| PG The Procter & Gamble Co. | 0.37% | 19,279 | $3.2M | Reduce -7.7% |
| ORCL Oracle Corp. | 0.34% | 18,182 | $3.0M | Reduce -1.7% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.33% | 13,212 | $2.9M | Reduce -7.0% |
| ADP Automatic Data Processing | 0.31% | 9,380 | $2.7M | Reduce -1.1% |
| MDY State Street SPDR S&P Midcap | 0.29% | 4,502 | $2.6M | Reduce -1.7% |
| WBS Webster Financial Corp. | 0.29% | 46,244 | $2.6M | Reduce -15.2% |
| RMD Resmed Inc. | 0.28% | 11,000 | $2.5M | No change |
| ILMN Illumina Inc. | 0.26% | 17,145 | $2.3M | Reduce -1.1% |
| BX Blackstone Inc. | 0.24% | 12,426 | $2.1M | No change |
| JNJ Johnson & Johnson | 0.22% | 13,441 | $1.9M | Reduce -2.9% |
| COST Costco Wholesale Corp. | 0.21% | 2,018 | $1.8M | Reduce -1.9% |
| COP Conocophillips | 0.20% | 18,047 | $1.8M | Reduce -3.9% |
| DUK Duke Energy Corp. | 0.20% | 16,300 | $1.8M | Add +0.8% |
| XLU St Sr Utl SL SE SPDR ETF-Usd | 0.19% | 22,303 | $1.7M | Reduce -0.7% |
| SO The Southern Co. | 0.19% | 20,280 | $1.7M | No change |
| GOOGL Alphabet Inc. Class A | 0.19% | 8,665 | $1.6M | Add +20.9% |
| QQQ Invesco QQQ Trust Series 1 | 0.18% | 3,115 | $1.6M | Add +4.4% |
| MRK Merck & Co. Inc. | 0.17% | 15,281 | $1.5M | Reduce -3.4% |
| CBRE CBRE Group Inc. Class A | 0.17% | 11,563 | $1.5M | New |
| LEN Lennar Corp. Class A | 0.16% | 10,240 | $1.4M | Reduce -76.6% |
| EMR Emerson Electric Co. | 0.15% | 10,607 | $1.3M | Reduce -0.9% |
| ABT Abbott Laboratories | 0.14% | 10,594 | $1.2M | No change |
| SUB iShares Short-Term National | 0.13% | 11,278 | $1.2M | No change |
| RTX RTX Corp. | 0.13% | 9,869 | $1.1M | Reduce -4.8% |
| CSW CSW Industrials Inc. | 0.13% | 3,212 | $1.1M | No change |
| IGSB iShares 1-5Y Inv Grade Corp. | 0.13% | 21,581 | $1.1M | Reduce -8.5% |
| XLB SS Materials Select Sector | 0.12% | 12,778 | $1.1M | Add +9.3% |
| AMT American Tower Corp. | 0.12% | 5,830 | $1.1M | Reduce -12.2% |
| VZ Verizon Communications Inc. | 0.12% | 26,487 | $1.1M | Reduce -29.0% |
| NOC Northrop Grumman Corp. | 0.12% | 2,212 | $1.0M | Reduce -2.2% |
| XLRE SS Real Estate Select Sector | 0.11% | 24,109 | $981K | Add +8.2% |
| CAT Caterpillar Inc. | 0.11% | 2,644 | $959K | Add +1.3% |
Portfolio Sells Q3 2024 → Q4 2024
| LEN Lennar Corp. Class A | Reduce -76.6% | 0.16% | −0.75 |
| LLY Eli Lilly & Co. | Reduce -0.2% | 4.22% | −0.52 |
| AMD Advanced Micro Devices | Reduce -1.6% | 1.21% | −0.42 |
| OBT Orange County Bancorp Inc. | Reduce -0.1% | 3.79% | −0.23 |
| URI United Rentals Inc. | Reduce -5.4% | 1.08% | −0.20 |
| ABBV Abbvie Inc. | Reduce -6.6% | 1.08% | −0.18 |
| PLD Prologis Inc. | Reduce -2.1% | 0.70% | −0.13 |
| MDT Medtronic PLC | Reduce -0.9% | 0.94% | −0.10 |
| SHW The Sherwin-Williams Co. | Reduce -3.2% | 0.75% | −0.10 |
| PFE Pfizer Inc. | Reduce -11.9% | 0.47% | −0.10 |
| XOM Exxon Mobil Corp. | Reduce -0.1% | 1.26% | −0.08 |
| WY Weyerhaeuser Co. | Reduce -3.7% | 0.38% | −0.08 |
| NUV Nuveen Municipal Value | Reduce -57.8% | 0.05% | −0.07 |
| VZ Verizon Communications Inc. | Reduce -29.0% | 0.12% | −0.07 |
| SBUX Starbucks Corp. | Reduce -4.0% | 0.67% | −0.06 |
| AMT American Tower Corp. | Reduce -12.2% | 0.12% | −0.05 |
| NEE Nextera Energy Inc. | Reduce -45.1% | 0.04% | −0.05 |
| HD Home Depot Inc. | Reduce -2.1% | 1.11% | −0.04 |
| MRSH Marsh & McLennan Cos | Reduce -0.8% | 1.20% | −0.04 |
| SLB SLB Ltd. | Reduce -1.9% | 0.40% | −0.04 |
| PG The Procter & Gamble Co. | Reduce -7.7% | 0.37% | −0.03 |
| CVS CVS Health Corp. | Reduce -20.5% | 0.04% | −0.03 |
| INTC Intel Corp. | Sold out | 0.00% | −0.03 |
| JNJ Johnson & Johnson | Reduce -2.9% | 0.22% | −0.03 |
| MRK Merck & Co. Inc. | Reduce -3.4% | 0.17% | −0.03 |
| BALL Ball Corp. | Sold out | 0.00% | −0.03 |
| HSY The Hershey Co. | Sold out | 0.00% | −0.02 |
| LMT Lockheed Martin Corp. | Reduce -5.2% | 0.10% | −0.02 |
| ALB Albemarle Corp. | Sold out | 0.00% | −0.02 |
| CARR Carrier Global Corp. | Sold out | 0.00% | −0.02 |
| NKE Nike Inc. Class B | Reduce -27.1% | 0.04% | −0.02 |
| CMCSA Comcast Corp. Class A | Reduce -23.6% | 0.05% | −0.02 |
| MCD McDonald's Corp. | Reduce -0.9% | 0.57% | −0.02 |
| GNRC Generac Holdings Inc. | Reduce -4.7% | 0.39% | −0.02 |
| IBM Intl Business Machines Corp. | Reduce -7.0% | 0.33% | −0.02 |
| GWW WW Grainger Inc. | Reduce -5.6% | 0.89% | −0.02 |
| CVX Chevron Corp. | Reduce -4.8% | 0.38% | −0.02 |
| COP Conocophillips | Reduce -3.9% | 0.20% | −0.02 |
| DIS The Walt Disney Co. | Reduce -30.7% | 0.07% | −0.01 |
| SJM The JM Smucker Co. | Reduce -8.3% | 0.09% | −0.01 |
| NOC Northrop Grumman Corp. | Reduce -2.2% | 0.12% | −0.01 |
| CHMI Cherry Hill Mortgage Investm | Sold out | 0.00% | −0.01 |
| IGSB iShares 1-5Y Inv Grade Corp. | Reduce -8.5% | 0.13% | −0.01 |
| RTX RTX Corp. | Reduce -4.8% | 0.13% | −0.01 |
| EXR Extra Space Storage Inc. | Reduce -1.8% | 0.05% | −0.01 |
| XLU St Sr Utl SL SE SPDR ETF-Usd | Reduce -0.7% | 0.19% | −0.01 |
| FLR Fluor Corp. | Reduce -6.5% | 0.90% | −0.01 |
| GE General Electric | Reduce -0.7% | 0.07% | −0.01 |
| CMC Commercial Metals Co. | Reduce -1.4% | 0.08% | −0.01 |
| CTRA Coterra Energy Inc. | Reduce -26.4% | 0.03% | −0.01 |
Portfolio Buys Q3 2024 → Q4 2024
| GOOG Alphabet Inc. Class C | Add +0.4% | 2.45% | +0.36 |
| META Meta Platforms Inc. Class A | Add +28.0% | 0.92% | +0.23 |
| CBRE CBRE Group Inc. Class A | New | 0.17% | +0.17 |
| SPSB SS SPDR P St C Corp. ETF | Add +3.1% | 3.55% | +0.14 |
| SCHW Schwab (charles) Corp. | Add +16.3% | 0.49% | +0.13 |
| XLY SS Consumer Disc Select Sect | Add +1.0% | 0.93% | +0.13 |
| XLK SS Technology Select Sector | Add +0.1% | 2.40% | +0.13 |
| XLF SS Financial Select Sector | Add +2.0% | 1.16% | +0.12 |
| SPIB SS SPDR P Int C Corp. ETF | Add +2.4% | 4.58% | +0.08 |
| TSLA Tesla Inc. | New | 0.06% | +0.06 |
| SPSM SS SPDR P S&P 600 Small Cap | Add +10.2% | 0.55% | +0.06 |
| GOOGL Alphabet Inc. Class A | Add +20.9% | 0.19% | +0.05 |
| XPO Xpo Inc. | New | 0.03% | +0.03 |
| FLOT iShares Floating Rate Bond E | Add +1.6% | 0.84% | +0.03 |
| TTD Trade Desk Inc./the Class A | New | 0.03% | +0.03 |
| NOW ServiceNow Inc. | New | 0.03% | +0.03 |
| DOW Dow Inc. | New | 0.02% | +0.02 |
| WFC Wells Fargo & Co. | New | 0.02% | +0.02 |
| PEP Pepsico Inc. | Add +12.8% | 0.72% | +0.02 |
| QQQ Invesco QQQ Trust Series 1 | Add +4.4% | 0.18% | +0.02 |
| SPMD SS SPDR P S&P 400 Midcap ETF | Add +19.8% | 0.09% | +0.02 |
| BA The Boeing Co. | Add +7.4% | 0.07% | +0.02 |
| PANL Pangaea Logistics Solutions | New | 0.01% | +0.01 |
| AMCR Amcor PLC | New | 0.01% | +0.01 |
| MSFT Microsoft Corp. | Add +0.0% | 4.21% | +0.01 |
| XLE SS Energy Select Sector | Add +2.9% | 0.37% | +0.01 |
| XLI SS Industrial Select Sector | Add +1.3% | 0.74% | +0.01 |
| XLRE SS Real Estate Select Sector | Add +8.2% | 0.11% | +0.00 |
| DVN Devon Energy Corp. | Add +20.8% | 0.02% | +0.00 |
| XLB SS Materials Select Sector | Add +9.3% | 0.12% | −0.00 |
| CAT Caterpillar Inc. | Add +1.3% | 0.11% | −0.00 |
| XLP SS Consumer Staples Sel Sect | Add +1.7% | 0.43% | −0.01 |
| DUK Duke Energy Corp. | Add +0.8% | 0.20% | −0.01 |
| CSX CSX Corp. | Add +0.1% | 0.94% | −0.04 |
| UNH Unitedhealth Group Inc. | Add +8.8% | 1.51% | −0.06 |
| MDLZ Mondelez International Inc. Class A | Add +5.8% | 0.42% | −0.06 |
| XLV SS Health Care Select Sector | Add +0.8% | 0.89% | −0.08 |
| NUE Nucor Corp. | Add +5.4% | 0.44% | −0.09 |
| ADBE Adobe Inc. | Add +0.2% | 1.25% | −0.17 |
| TMO Thermo Fisher Scientific Inc. | Add +1.3% | 1.20% | −0.18 |
| DHR Danaher Corp. | Add +1.9% | 1.22% | −0.20 |
| AES AES Corp. | Add +12.1% | 0.59% | −0.21 |
| KLAC KLA Corp. | Add +3.7% | 1.51% | −0.24 |
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 |