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

0$200.0M$400.0M$600.0M$800.0M$1.0B Q1 2024: $834.9M Q1 2024 Q2 2024: $769.5M Q2 2024 Q3 2024: $903.6M Q3 2024 Q4 2024: $882.9M $882.9M Q4 2024 Q1 2025: $837.1M Q1 2025 Q2 2025: $913.4M Q2 2025 Q3 2025: $960.5M Q3 2025 Q4 2025: $903.9M Q4 2025 Q1 2026: $771.5M Q1 2026 Q2 2026: $823.0M Q2 2026

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%
LMT Lockheed Martin Corp. 0.10% 1,816 $883K Reduce -5.2%
T AT&T Inc. 0.10% 36,897 $840K Reduce -10.6%
SPMD SS SPDR P S&P 400 Midcap ETF 0.09% 14,194 $776K Add +19.8%
SYY Sysco Corp. 0.09% 10,088 $771K Reduce -3.5%
SJM The JM Smucker Co. filed as SMUCKER J M CO 0.09% 6,940 $764K Reduce -8.3%
IYW iShares Ustechnology ETF 0.08% 4,640 $740K No change
CMC Commercial Metals Co. 0.08% 14,610 $725K Reduce -1.4%
BA The Boeing Co. 0.07% 3,666 $649K Add +7.4%
GE General Electric filed as GE AEROSPACE 0.07% 3,815 $636K Reduce -0.7%
COF Capital One Financial Corp. 0.07% 3,500 $624K No change
SUN Sunoco LP 0.07% 12,030 $619K No change
DIS The Walt Disney Co. filed as DISNEY WALT CO 0.07% 5,416 $603K Reduce -30.7%
BMY Bristol-Myers Squibb Co. 0.07% 10,528 $596K Reduce -15.8%
MA Mastercard Inc. Class A 0.06% 1,084 $571K No change
TSLA Tesla Inc. 0.06% 1,379 $557K New
NYF iShares New York Muni Bond E 0.06% 10,050 $535K Reduce -9.1%
SPYG SS SPDR P S&P 500 Growth ETF 0.06% 5,722 $503K Reduce -6.2%
BCPC Balchem Corp. 0.06% 2,983 $486K No change
IJR iShares Core S&P Small-Cap E 0.06% 4,219 $486K Reduce -7.9%
CB Chubb Ltd. 0.05% 1,720 $475K No change
GLW Corning Inc. 0.05% 9,615 $457K No change
IVV iShares Core S&P 500 ETF 0.05% 775 $456K No change
ITW Illinois Tool Works 0.05% 1,780 $451K Reduce -6.6%
DLR Digital Realty Trust Inc. 0.05% 2,484 $440K No change
OSK Oshkosh Corp. 0.05% 4,602 $438K Reduce -0.8%
CMCSA Comcast Corp. Class A 0.05% 11,469 $430K Reduce -23.6%
EXR Extra Space Storage Inc. 0.05% 2,812 $421K Reduce -1.8%
NUV Nuveen Municipal Value 0.05% 47,962 $412K Reduce -57.8%
HON Honeywell International Inc. 0.05% 1,799 $406K Reduce -13.2%
SPYV SS SPDR P S&P 500 Value ETF 0.04% 7,760 $397K Reduce -5.1%
CVS CVS Health Corp. 0.04% 8,706 $391K Reduce -20.5%
NEE Nextera Energy Inc. 0.04% 5,354 $384K Reduce -45.1%
HUBB Hubbell Inc. 0.04% 900 $377K No change
AFL Aflac Inc. 0.04% 3,622 $375K No change
NSC Norfolk Southern Corp. 0.04% 1,500 $352K No change
MMM 3M Co. 0.04% 2,697 $348K No change
NKE Nike Inc. Class B 0.04% 4,437 $336K Reduce -27.1%
AMGN Amgen Inc. 0.04% 1,250 $326K No change
PNC PNC Financial Services Group 0.03% 1,575 $304K No change
PCEF Invesco Cef Income Composite 0.03% 15,704 $301K No change
IVW iShares S&P 500 Growth ETF 0.03% 2,950 $300K No change
BNY Bank of New York Mellon Corp. filed as BANK NEW YORK MELLON CORP 0.03% 3,850 $296K Reduce -18.0%
GEV GE Vernova Inc. 0.03% 887 $292K Reduce -0.7%
PSX Phillips 66 0.03% 2,500 $285K Reduce -7.8%
ABR Arbor Realty Trust Inc. 0.03% 20,000 $277K No change
KO The Coca-Cola Co. 0.03% 4,413 $275K Reduce -8.3%
XNEAX Nuveen Amt-FR QLTY Muni Inc. 0.03% 23,870 $269K No change
ENB Enbridge Inc. 0.03% 6,243 $265K Reduce -0.7%
PFFA Virtus Infracap US Pref STCK 0.03% 12,000 $263K No change
XPO Xpo Inc. 0.03% 2,000 $262K New
CTRA Coterra Energy Inc. 0.03% 10,088 $258K Reduce -26.4%
QCOM Qualcomm Inc. 0.03% 1,600 $246K No change
ED Consolidated Edison Inc. 0.03% 2,706 $241K No change
TTD Trade Desk Inc./the Class A filed as THE TRADE DESK INC 0.03% 2,000 $235K New
BP BP PLC-Spons ADR 0.03% 7,609 $225K No change
CI The Cigna Group 0.03% 811 $224K Reduce -1.2%
VOO Vanguard S&P 500 ETF 0.03% 415 $224K No change
NOW ServiceNow Inc. 0.03% 210 $223K New
BFOR Barron's 400 ETF 0.02% 3,000 $218K No change
DVN Devon Energy Corp. 0.02% 6,600 $216K Add +20.8%
DOW Dow Inc. 0.02% 5,368 $215K New
PPL PPL Corp. 0.02% 6,625 $215K No change
TXN Texas Instruments Inc. 0.02% 1,100 $206K No change
WFC Wells Fargo & Co. 0.02% 2,915 $205K New
RITM Rithm Capital Corp. 0.02% 17,600 $191K No change
AGNC AGNC Investment Corp. 0.02% 16,000 $147K No change
RA Brookfield Real Assets Incom 0.02% 10,000 $133K No change
NVG Nuveen Amt-FR Muni CRDT 0.01% 10,500 $129K No change
NZF Nuveen Municipal Credit Inc. 0.01% 10,500 $128K No change
NMZ Nuveen Muni Hi Inc. Opport 0.01% 11,500 $124K No change
PANL Pangaea Logistics Solutions 0.01% 23,000 $123K New
RC Ready Capital Corp. 0.01% 15,700 $107K No change
WBA Walgreens Boots Alliance Inc. 0.01% 11,280 $105K No change
AMCR Amcor PLC 0.01% 11,000 $104K New
ECC Eagle Point Credit Co. 0.01% 10,500 $93K No change
BRSP Brightspire Capital Inc. 0.01% 12,000 $68K No change
PLG Platinum Group Metals Ltd. 0.00% 13,150 $17K No change

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

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 143$823.0MLLY, SPIB, OBT, SPSB, XLK
Q1 2026Amended 145$771.5MSPIB, LLY, SPSB, OBT, NVDA
Q4 2025 149$903.9MLLY, NVDA, SPIB, ISRG, MSFT
Q3 2025 177$960.5MNVDA, SPIB, MSFT, LLY, SPSB
Q2 2025 175$913.4MNVDA, MSFT, SPIB, LLY, ISRG
Q1 2025 169$837.1MSPIB, LLY, ISRG, SPSB, MSFT
Q4 2024 177$882.9MSPIB, NVDA, LLY, MSFT, ISRG
Q3 2024 174$903.6MLLY, SPIB, NVDA, MSFT, OBT
Q2 2024 181$769.5MMSFT, LLY, OBT, SPIB, AAPL
Q1 2024 178$834.9MLLY, MSFT, NVDA, SPIB, ISRG