Orange Investment Advisors, Inc.

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

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 Q4 2024 Q1 2025: $837.1M $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 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%
CAT Caterpillar Inc. 0.10% 2,634 $869K Reduce -0.4%
SPMD SS SPDR P S&P 400 Midcap ETF 0.10% 16,297 $834K Add +14.8%
SJM The JM Smucker Co. filed as SMUCKER J M CO 0.10% 6,940 $822K No change
GE General Electric filed as GE AEROSPACE 0.09% 3,815 $764K No change
SYY Sysco Corp. 0.09% 9,519 $714K Reduce -5.6%
LMT Lockheed Martin Corp. 0.08% 1,583 $707K Reduce -12.8%
SUN Sunoco LP 0.08% 12,030 $698K No change
CMC Commercial Metals Co. 0.08% 14,610 $672K No change
IYW iShares Ustechnology ETF 0.08% 4,495 $631K Reduce -3.1%
COF Capital One Financial Corp. 0.07% 3,500 $628K No change
BMY Bristol-Myers Squibb Co. 0.07% 10,209 $623K Reduce -3.0%
MA Mastercard Inc. Class A 0.07% 1,084 $594K No change
CVS CVS Health Corp. 0.07% 8,381 $568K Reduce -3.7%
BA The Boeing Co. 0.07% 3,217 $549K Reduce -12.3%
NYF iShares New York Muni Bond E 0.06% 10,050 $529K No change
DIS The Walt Disney Co. filed as DISNEY WALT CO 0.06% 4,736 $467K Reduce -12.6%
CB Chubb Ltd. 0.05% 1,481 $447K Reduce -13.9%
BCPC Balchem Corp. 0.05% 2,665 $442K Reduce -10.7%
IJR iShares Core S&P Small-Cap E 0.05% 4,218 $441K Reduce -0.0%
GLW Corning Inc. 0.05% 9,615 $440K No change
SPYG SS SPDR P S&P 500 Growth ETF 0.05% 5,435 $437K Reduce -5.0%
IVV iShares Core S&P 500 ETF 0.05% 775 $435K No change
OSK Oshkosh Corp. 0.05% 4,587 $432K Reduce -0.3%
NUV Nuveen Municipal Value 0.05% 47,965 $421K Add +0.0%
EXR Extra Space Storage Inc. 0.05% 2,812 $418K No change
AMGN Amgen Inc. 0.05% 1,250 $389K No change
SPYV SS SPDR P S&P 500 Value ETF 0.04% 7,353 $376K Reduce -5.2%
AFL Aflac Inc. 0.04% 3,222 $358K Reduce -11.0%
NSC Norfolk Southern Corp. 0.04% 1,500 $355K No change
DLR Digital Realty Trust Inc. 0.04% 2,454 $352K Reduce -1.2%
ITW Illinois Tool Works 0.04% 1,385 $343K Reduce -22.2%
MMM 3M Co. 0.04% 2,197 $323K Reduce -18.5%
KO The Coca-Cola Co. 0.04% 4,413 $316K No change
CMCSA Comcast Corp. Class A 0.04% 8,490 $313K Reduce -26.0%
HUBB Hubbell Inc. 0.04% 900 $298K No change
PCEF Invesco Cef Income Composite 0.04% 15,704 $296K No change
BNY Bank of New York Mellon Corp. filed as BANK NEW YORK MELLON CORP 0.04% 3,490 $293K Reduce -9.3%
PNC PNC Financial Services Group 0.03% 1,575 $277K No change
ENB Enbridge Inc. 0.03% 6,243 $276K No change
PSX Phillips 66 0.03% 2,225 $275K Reduce -11.0%
IVW iShares S&P 500 Growth ETF 0.03% 2,950 $274K No change
ED Consolidated Edison Inc. 0.03% 2,451 $271K Reduce -9.4%
HON Honeywell International Inc. 0.03% 1,268 $268K Reduce -29.5%
CTRA Coterra Energy Inc. 0.03% 9,288 $268K Reduce -7.9%
XNEAX Nuveen Amt-FR QLTY Muni Inc. 0.03% 23,870 $267K No change
CI The Cigna Group 0.03% 811 $267K No change
GEV GE Vernova Inc. 0.03% 850 $259K Reduce -4.2%
PFFA Virtus Infracap US Pref STCK 0.03% 12,000 $255K No change
DVN Devon Energy Corp. 0.03% 6,600 $247K No change
QCOM Qualcomm Inc. 0.03% 1,600 $246K No change
BP BP PLC-Spons ADR 0.03% 7,139 $241K Reduce -6.2%
PPL PPL Corp. 0.03% 6,625 $239K No change
ABR Arbor Realty Trust Inc. 0.03% 20,000 $235K No change
NKE Nike Inc. Class B 0.03% 3,337 $212K Reduce -24.8%
BFOR Barron's 400 ETF 0.02% 3,000 $208K No change
CAH Cardinal Health Inc. 0.02% 1,500 $207K New
RITM Rithm Capital Corp. 0.02% 17,600 $202K No change
AGNC AGNC Investment Corp. 0.02% 16,000 $153K No change
RA Brookfield Real Assets Incom 0.02% 10,000 $132K No change
NVG Nuveen Amt-FR Muni CRDT 0.02% 10,500 $130K No change
NZF Nuveen Municipal Credit Inc. 0.02% 10,500 $128K No change
NMZ Nuveen Muni Hi Inc. Opport 0.01% 11,500 $125K No change
WBA Walgreens Boots Alliance Inc. 0.01% 10,450 $117K Reduce -7.4%
PANL Pangaea Logistics Solutions 0.01% 23,000 $109K No change
AMCR Amcor PLC 0.01% 11,000 $107K No change
ECC Eagle Point Credit Co. 0.01% 10,500 $85K No change
RC Ready Capital Corp. 0.01% 15,700 $80K No change
BRSP Brightspire Capital Inc. 0.01% 12,000 $67K No change
PLG Platinum Group Metals Ltd. 0.00% 13,150 $16K No change

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

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