Orange Investment Advisors, Inc.

Name: Orange Investment Advisors, Inc. 13F holdings, Q1 2025
Creator: Orange Investment Advisors, Inc.
Published: 2025-04-11

Q2 2026Q1 2026Q4 2025Q3 2025Q2 2025Q4 2024Q3 2024Q2 2024Q1 2024

In its 13F for Q1 2025 (holdings as of March 31, 2025, filed April 11, 2025), Orange Investment Advisors, Inc. reported 169 stock positions worth $837.1 million. Its top holding was SS SPDR P Int C Corp. ETF (SPIB) at 5.0% of the portfolio, followed by Eli Lilly (LLY, 4.8%) and Intuitive Surgical (ISRG, 4.1%). Compared with Q4 2024, it opened 4 new positions, sold out of 12, added to 34 and reduced 88. The biggest buy was Intl Business Machines (IBM, shares +133%) and the biggest sale Advanced Micro Devices (AMD, shares −63%).

Most Recent 13F: Q2 2026
Location: GOSHEN, NY
CIK: 0000943442
Portfolio Value: $837.1M (Q1 2025)
SEC Filing: 0001062993-25-007341 ↗ filed Apr 11, 2025

Holdings Value

Holdings 169 stocks · $837.1M


SPIB SS SPDR P Int C Corp. ETF	4.98%	1,254,198	$41.7M	Add +1.6%
LLY Eli Lilly & Co.	4.75%	48,172	$39.8M	Reduce -0.1%
ISRG Intuitive Surgical Inc.	4.05%	68,466	$33.9M	Reduce -2.6%
SPSB SS SPDR P St C Corp. ETF	3.96%	1,100,339	$33.1M	Add +5.0%
MSFT Microsoft Corp.	3.95%	88,090	$33.1M	Reduce -0.2%
NVDA Nvidia Corp.	3.74%	289,079	$31.3M	Reduce -3.3%
AAPL Apple Inc.	3.35%	126,426	$28.1M	Reduce -1.2%
OBT Orange County Bancorp Inc.	3.29%	1,178,905	$27.6M	Reduce -2.1%
AMZN Amazon.com Inc.	2.31%	101,690	$19.3M	Add +6.0%
XLK SS Technology Select Sector	2.30%	93,235	$19.3M	Add +2.5%
GOOG Alphabet Inc. Class C	2.11%	112,959	$17.6M	Reduce -0.5%
JPM JPMorgan Chase & Co.	2.04%	69,570	$17.1M	Reduce -4.0%
KLAC KLA Corp.	1.68%	20,633	$14.0M	Reduce -2.7%
UNH Unitedhealth Group Inc.	1.55%	24,722	$12.9M	Reduce -5.9%
V Visa Inc. Class A	1.54%	36,842	$12.9M	Reduce -2.9%
XOM Exxon Mobil Corp.	1.49%	104,603	$12.4M	Add +1.0%
AXP American Express Co.	1.47%	45,755	$12.3M	Add +0.3%
SPY SS SPDR S&P 500 ETF Trust-US	1.42%	21,239	$11.9M	Reduce -7.7%
META Meta Platforms Inc. Class A	1.42%	20,599	$11.9M	Add +49.2%
MRSH Marsh & McLennan Cos	1.41%	48,365	$11.8M	Reduce -3.1%
AZO AutoZone Inc.	1.35%	2,954	$11.3M	Add +10.1%
CRM Salesforce Inc.	1.27%	39,744	$10.7M	Add +8.9%
ADBE Adobe Inc.	1.22%	26,736	$10.3M	Add +7.7%
ABBV Abbvie Inc.	1.22%	48,590	$10.2M	Reduce -9.3%
XLF SS Financial Select Sector	1.22%	204,252	$10.2M	Reduce -3.6%
TMO Thermo Fisher Scientific Inc.	1.21%	20,281	$10.1M	Reduce -0.3%
AVGO Broadcom Inc.	1.19%	59,374	$9.9M	Reduce -4.9%
DHR Danaher Corp.	1.14%	46,507	$9.5M	Reduce -1.1%
MDT Medtronic PLC	1.11%	103,073	$9.3M	Reduce -0.3%
URI United Rentals Inc.	1.10%	14,728	$9.2M	Add +8.7%
CMG Chipotle Mexican Grill Inc.	1.04%	173,114	$8.7M	Add +14.2%
HD Home Depot Inc.	1.02%	23,213	$8.5M	Reduce -8.2%
GTLS Chart Industries Inc.	1.00%	58,218	$8.4M	Add +2.7%
MS Morgan Stanley	0.95%	68,459	$8.0M	Reduce -1.1%
XLV SS Health Care Select Sector	0.95%	54,381	$7.9M	Reduce -5.1%
GWW WW Grainger Inc. filed as GRAINGER W W INC	0.94%	7,980	$7.9M	Add +7.1%
FLOT iShares Floating Rate Bond E	0.92%	151,134	$7.7M	Add +3.5%
IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS	0.92%	30,808	$7.7M	Add +133.2%
CSCO Cisco Systems Inc.	0.88%	119,144	$7.4M	Add +0.8%
XLY SS Consumer Disc Select Sect	0.85%	36,129	$7.1M	Reduce -1.0%
SBUX Starbucks Corp.	0.82%	69,743	$6.8M	Add +7.1%
FLR Fluor Corp.	0.81%	189,262	$6.8M	Add +18.0%
XLC SS Comm Select Sector SPDR	0.81%	70,223	$6.8M	Reduce -2.5%
CSX CSX Corp.	0.81%	229,106	$6.7M	Reduce -10.5%
PEP Pepsico Inc.	0.75%	42,014	$6.3M	Add +1.0%
PLD Prologis Inc.	0.75%	55,890	$6.2M	Reduce -3.7%
XLI SS Industrial Select Sector	0.74%	47,118	$6.2M	Reduce -5.4%
SHW The Sherwin-Williams Co.	0.74%	17,626	$6.2M	Reduce -9.3%
CIEN Ciena Corp.	0.70%	97,543	$5.9M	Reduce -1.7%
BKR Baker Hughes Co.	0.68%	128,941	$5.7M	Reduce -4.6%
MCD McDonald's Corp.	0.64%	17,274	$5.4M	Reduce -0.9%
SCHW Schwab (charles) Corp.	0.58%	62,087	$4.9M	Add +6.8%
SPSM SS SPDR P S&P 600 Small Cap	0.58%	118,858	$4.8M	Add +10.3%
LECO Lincoln Electric Holdings	0.58%	25,556	$4.8M	Add +2.9%
GS Goldman Sachs Group Inc.	0.56%	8,628	$4.7M	Add +12.4%
CBRE CBRE Group Inc. Class A	0.54%	34,446	$4.5M	Add +197.9%
MDLZ Mondelez International Inc. Class A	0.50%	61,390	$4.2M	Reduce -0.2%
XLP SS Consumer Staples Sel Sect	0.47%	48,661	$4.0M	Reduce -0.1%
SLB SLB Ltd. filed as SCHLUMBERGER LTD	0.47%	94,200	$3.9M	Add +3.6%
APH Amphenol Corp. Class A	0.47%	59,907	$3.9M	New
CVX Chevron Corp.	0.46%	22,772	$3.8M	Reduce -1.1%
NUE Nucor Corp.	0.44%	30,929	$3.7M	Reduce -7.2%
BAC Bank of America Corp. filed as BANK AMERICA CORP	0.44%	89,143	$3.7M	Reduce -7.8%
WY Weyerhaeuser Co.	0.43%	123,221	$3.6M	Add +4.3%
OWL Blue Owl Capital Inc.	0.42%	177,260	$3.6M	Add +7.2%
WMT Walmart Inc.	0.41%	38,962	$3.4M	Reduce -0.3%
AMD Advanced Micro Devices	0.40%	32,633	$3.4M	Reduce -63.2%
XLE SS Energy Select Sector	0.38%	33,991	$3.2M	Reduce -10.6%
PG The Procter & Gamble Co.	0.38%	18,556	$3.2M	Reduce -3.8%
TRMB Trimble Inc.	0.33%	42,130	$2.8M	New
ADP Automatic Data Processing	0.30%	8,305	$2.5M	Reduce -11.5%
RMD Resmed Inc.	0.29%	11,000	$2.5M	No change
PWR Quanta Services Inc.	0.29%	9,469	$2.4M	New
DUK Duke Energy Corp.	0.29%	19,691	$2.4M	Add +20.8%
WBS Webster Financial Corp.	0.28%	46,244	$2.4M	No change
MDY State Street SPDR S&P Midcap	0.28%	4,439	$2.4M	Reduce -1.4%
ORCL Oracle Corp.	0.28%	16,782	$2.3M	Reduce -7.7%
JNJ Johnson & Johnson	0.26%	13,309	$2.2M	Reduce -1.0%
GNRC Generac Holdings Inc.	0.22%	14,853	$1.9M	Reduce -33.9%
SO The Southern Co.	0.22%	20,190	$1.9M	Reduce -0.4%
COST Costco Wholesale Corp.	0.22%	1,912	$1.8M	Reduce -5.3%
BX Blackstone Inc.	0.21%	12,426	$1.7M	No change
XLU St Sr Utl SL SE SPDR ETF-Usd	0.21%	21,902	$1.7M	Reduce -1.8%
COP Conocophillips	0.20%	15,737	$1.7M	Reduce -12.8%
ABT Abbott Laboratories	0.16%	10,309	$1.4M	Reduce -2.7%
QQQ Invesco QQQ Trust Series 1	0.16%	2,845	$1.3M	Reduce -8.7%
RTX RTX Corp.	0.15%	9,769	$1.3M	Reduce -1.0%
MRK Merck & Co. Inc.	0.14%	13,302	$1.2M	Reduce -12.9%
SUB iShares Short-Term National	0.14%	11,278	$1.2M	No change
EMR Emerson Electric Co.	0.14%	10,563	$1.2M	Reduce -0.4%
XLB SS Materials Select Sector	0.14%	13,276	$1.1M	Add +3.9%
XLRE SS Real Estate Select Sector	0.14%	27,084	$1.1M	Add +12.3%
VZ Verizon Communications Inc.	0.13%	23,983	$1.1M	Reduce -9.4%
GOOGL Alphabet Inc. Class A	0.12%	6,653	$1.0M	Reduce -23.2%
T AT&T Inc.	0.12%	35,479	$1.0M	Reduce -3.8%
NOC Northrop Grumman Corp.	0.12%	1,880	$963K	Reduce -15.0%
CSW CSW Industrials Inc.	0.11%	3,212	$936K	No change
PFE Pfizer Inc.	0.11%	36,392	$922K	Reduce -76.7%
NEE Nextera Energy Inc.	0.11%	12,924	$916K	Add +141.4%
AMT American Tower Corp.	0.11%	4,045	$880K	Reduce -30.6%

Show all 169 holdings

Portfolio Sells Q4 2024 → Q1 2025


AMD Advanced Micro Devices	Reduce -63.2%	0.40%	−0.81
NVDA Nvidia Corp.	Reduce -3.3%	3.74%	−0.80
AES AES Corp.	Sold out	0.00%	−0.59
OBT Orange County Bancorp Inc.	Reduce -2.1%	3.29%	−0.50
AVGO Broadcom Inc.	Reduce -4.9%	1.19%	−0.45
PFE Pfizer Inc.	Reduce -76.7%	0.11%	−0.36
GOOG Alphabet Inc. Class C	Reduce -0.5%	2.11%	−0.34
AAPL Apple Inc.	Reduce -1.2%	3.35%	−0.27
MSFT Microsoft Corp.	Reduce -0.2%	3.95%	−0.26
ILMN Illumina Inc.	Sold out	0.00%	−0.26
CIEN Ciena Corp.	Reduce -1.7%	0.70%	−0.25
GNRC Generac Holdings Inc.	Reduce -33.9%	0.22%	−0.17
LEN Lennar Corp. Class A	Sold out	0.00%	−0.16
CSX CSX Corp.	Reduce -10.5%	0.81%	−0.13
IGSB iShares 1-5Y Inv Grade Corp.	Sold out	0.00%	−0.13
SPY SS SPDR S&P 500 ETF Trust-US	Reduce -7.7%	1.42%	−0.11
ISRG Intuitive Surgical Inc.	Reduce -2.6%	4.05%	−0.11
HD Home Depot Inc.	Reduce -8.2%	1.02%	−0.10
DHR Danaher Corp.	Reduce -1.1%	1.14%	−0.08
XLY SS Consumer Disc Select Sect	Reduce -1.0%	0.85%	−0.07
TSLA Tesla Inc.	Sold out	0.00%	−0.06
GOOGL Alphabet Inc. Class A	Reduce -23.2%	0.12%	−0.06
ORCL Oracle Corp.	Reduce -7.7%	0.28%	−0.06
BAC Bank of America Corp.	Reduce -7.8%	0.44%	−0.04
MS Morgan Stanley	Reduce -1.1%	0.95%	−0.03
XPO Xpo Inc.	Sold out	0.00%	−0.03
MRK Merck & Co. Inc.	Reduce -12.9%	0.14%	−0.03
TTD Trade Desk Inc./the Class A	Sold out	0.00%	−0.03
VOO Vanguard S&P 500 ETF	Sold out	0.00%	−0.03
NOW ServiceNow Inc.	Sold out	0.00%	−0.03
DOW Dow Inc.	Sold out	0.00%	−0.02
TXN Texas Instruments Inc.	Sold out	0.00%	−0.02
WFC Wells Fargo & Co.	Sold out	0.00%	−0.02
QQQ Invesco QQQ Trust Series 1	Reduce -8.7%	0.16%	−0.02
AMT American Tower Corp.	Reduce -30.6%	0.11%	−0.02
LMT Lockheed Martin Corp.	Reduce -12.8%	0.08%	−0.02
HON Honeywell International Inc.	Reduce -29.5%	0.03%	−0.01
SHW The Sherwin-Williams Co.	Reduce -9.3%	0.74%	−0.01
NKE Nike Inc. Class B	Reduce -24.8%	0.03%	−0.01
DIS The Walt Disney Co.	Reduce -12.6%	0.06%	−0.01
CMCSA Comcast Corp. Class A	Reduce -26.0%	0.04%	−0.01
EMR Emerson Electric Co.	Reduce -0.4%	0.14%	−0.01
ITW Illinois Tool Works	Reduce -22.2%	0.04%	−0.01
IYW iShares Ustechnology ETF	Reduce -3.1%	0.08%	−0.01
BA The Boeing Co.	Reduce -12.3%	0.07%	−0.01
ADP Automatic Data Processing	Reduce -11.5%	0.30%	−0.01
DLR Digital Realty Trust Inc.	Reduce -1.2%	0.04%	−0.01
MDY State Street SPDR S&P Midcap	Reduce -1.4%	0.28%	−0.01
COP Conocophillips	Reduce -12.8%	0.20%	−0.01
XLI SS Industrial Select Sector	Reduce -5.4%	0.74%	−0.01

Portfolio Buys Q4 2024 → Q1 2025


IBM Intl Business Machines Corp.	Add +133.2%	0.92%	+0.59
META Meta Platforms Inc. Class A	Add +49.2%	1.42%	+0.50
APH Amphenol Corp. Class A	New	0.47%	+0.47
SPSB SS SPDR P St C Corp. ETF	Add +5.0%	3.96%	+0.41
SPIB SS SPDR P Int C Corp. ETF	Add +1.6%	4.98%	+0.40
AZO AutoZone Inc.	Add +10.1%	1.35%	+0.37
CBRE CBRE Group Inc. Class A	Add +197.9%	0.54%	+0.37
TRMB Trimble Inc.	New	0.33%	+0.33
PWR Quanta Services Inc.	New	0.29%	+0.29
XOM Exxon Mobil Corp.	Add +1.0%	1.49%	+0.22
SBUX Starbucks Corp.	Add +7.1%	0.82%	+0.14
SCHW Schwab (charles) Corp.	Add +6.8%	0.58%	+0.09
DUK Duke Energy Corp.	Add +20.8%	0.29%	+0.09
CSCO Cisco Systems Inc.	Add +0.8%	0.88%	+0.09
FLOT iShares Floating Rate Bond E	Add +3.5%	0.92%	+0.08
SLB SLB Ltd.	Add +3.6%	0.47%	+0.08
NEE Nextera Energy Inc.	Add +141.4%	0.11%	+0.07
GS Goldman Sachs Group Inc.	Add +12.4%	0.56%	+0.07
WY Weyerhaeuser Co.	Add +4.3%	0.43%	+0.05
GWW WW Grainger Inc.	Add +7.1%	0.94%	+0.05
LECO Lincoln Electric Holdings	Add +2.9%	0.58%	+0.05
PEP Pepsico Inc.	Add +1.0%	0.75%	+0.04
SPSM SS SPDR P S&P 600 Small Cap	Add +10.3%	0.58%	+0.03
CAH Cardinal Health Inc.	New	0.02%	+0.02
XLRE SS Real Estate Select Sector	Add +12.3%	0.14%	+0.02
URI United Rentals Inc.	Add +8.7%	1.10%	+0.02
XLB SS Materials Select Sector	Add +3.9%	0.14%	+0.01
SPMD SS SPDR P S&P 400 Midcap ETF	Add +14.8%	0.10%	+0.01
NUV Nuveen Municipal Value	Add +0.0%	0.05%	+0.00
CMG Chipotle Mexican Grill Inc.	Add +14.2%	1.04%	+0.00
OWL Blue Owl Capital Inc.	Add +7.2%	0.42%	−0.01
ADBE Adobe Inc.	Add +7.7%	1.22%	−0.03
AXP American Express Co.	Add +0.3%	1.47%	−0.06
AMZN Amazon.com Inc.	Add +6.0%	2.31%	−0.07
FLR Fluor Corp.	Add +18.0%	0.81%	−0.09
XLK SS Technology Select Sector	Add +2.5%	2.30%	−0.10
CRM Salesforce Inc.	Add +8.9%	1.27%	−0.11
GTLS Chart Industries Inc.	Add +2.7%	1.00%	−0.22

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