Orange Investment Advisors, Inc.

Name: Orange Investment Advisors, Inc. 13F holdings, Q2 2025
Creator: Orange Investment Advisors, Inc.
Published: 2025-07-21

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

In its 13F for Q2 2025 (holdings as of June 30, 2025, filed July 21, 2025), Orange Investment Advisors, Inc. reported 175 stock positions worth $913.4 million. Its top holding was Nvidia (NVDA) at 4.8% of the portfolio, followed by Microsoft (MSFT, 4.7%) and SS SPDR P Int C Corp. ETF (SPIB, 4.5%). Compared with Q1 2025, it opened 11 new positions, sold out of 5, added to 29 and reduced 85. The biggest buy was a new position in Netflix (NFLX) and the biggest sale Unitedhealth (UNH, shares −22%).

Most Recent 13F: Q2 2026
Location: GOSHEN, NY
CIK: 0000943442
Portfolio Value: $913.4M (Q2 2025)
SEC Filing: 0001062993-25-013000 ↗ filed Jul 21, 2025

Holdings Value

Holdings 175 stocks · $913.4M


NVDA Nvidia Corp.	4.85%	280,390	$44.3M	Reduce -3.0%
MSFT Microsoft Corp.	4.68%	85,875	$42.7M	Reduce -2.5%
SPIB SS SPDR P Int C Corp. ETF	4.53%	1,231,779	$41.4M	Reduce -1.8%
LLY Eli Lilly & Co.	4.10%	48,027	$37.4M	Reduce -0.3%
ISRG Intuitive Surgical Inc.	4.00%	67,221	$36.5M	Reduce -1.8%
SPSB SS SPDR P St C Corp. ETF	3.59%	1,085,013	$32.8M	Reduce -1.4%
OBT Orange County Bancorp Inc.	3.29%	1,161,617	$30.0M	Reduce -1.5%
AAPL Apple Inc.	2.90%	128,951	$26.5M	Add +2.0%
XLK SS Technology Select Sector	2.56%	92,215	$23.4M	Reduce -1.1%
AMZN Amazon.com Inc.	2.39%	99,624	$21.9M	Reduce -2.0%
GOOG Alphabet Inc. Class C	2.33%	120,113	$21.3M	Add +6.3%
JPM JPMorgan Chase & Co.	2.02%	63,513	$18.4M	Reduce -8.7%
KLAC KLA Corp.	1.81%	18,508	$16.6M	Reduce -10.3%
AVGO Broadcom Inc.	1.75%	58,115	$16.0M	Reduce -2.1%
META Meta Platforms Inc. Class A	1.73%	21,390	$15.8M	Add +3.8%
AXP American Express Co.	1.59%	45,649	$14.6M	Reduce -0.2%
V Visa Inc. Class A	1.37%	35,351	$12.6M	Reduce -4.0%
SPY SS SPDR S&P 500 ETF Trust-US	1.35%	19,905	$12.3M	Reduce -6.3%
XOM Exxon Mobil Corp.	1.13%	95,575	$10.3M	Reduce -8.6%
MRSH Marsh & McLennan Cos	1.12%	46,981	$10.3M	Reduce -2.9%
XLF SS Financial Select Sector	1.12%	195,202	$10.2M	Reduce -4.4%
AZO AutoZone Inc.	1.09%	2,692	$10.0M	Reduce -8.9%
IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS	1.09%	33,911	$10.0M	Add +10.1%
CRM Salesforce Inc.	1.06%	35,558	$9.7M	Reduce -10.5%
ABBV Abbvie Inc.	1.04%	51,294	$9.5M	Add +5.6%
MS Morgan Stanley	1.03%	66,936	$9.4M	Reduce -2.2%
ADBE Adobe Inc.	1.03%	24,337	$9.4M	Reduce -9.0%
GTLS Chart Industries Inc.	1.01%	56,055	$9.2M	Reduce -3.7%
URI United Rentals Inc.	1.00%	12,108	$9.1M	Reduce -17.8%
CMG Chipotle Mexican Grill Inc.	0.99%	160,587	$9.0M	Reduce -7.2%
MDT Medtronic PLC	0.98%	102,654	$8.9M	Reduce -0.4%
CSCO Cisco Systems Inc.	0.98%	128,484	$8.9M	Add +7.8%
TMO Thermo Fisher Scientific Inc.	0.95%	21,339	$8.7M	Add +5.2%
HD Home Depot Inc.	0.90%	22,449	$8.2M	Reduce -3.3%
FLR Fluor Corp.	0.89%	158,639	$8.1M	Reduce -16.2%
FLOT iShares Floating Rate Bond E	0.85%	152,289	$7.8M	Add +0.8%
DHR Danaher Corp.	0.84%	38,994	$7.7M	Reduce -16.1%
XLY SS Consumer Disc Select Sect	0.83%	34,991	$7.6M	Reduce -3.1%
XLC SS Comm Select Sector SPDR	0.80%	67,528	$7.3M	Reduce -3.8%
XLV SS Health Care Select Sector	0.80%	54,071	$7.3M	Reduce -0.6%
CIEN Ciena Corp.	0.79%	88,578	$7.2M	Reduce -9.2%
GWW WW Grainger Inc. filed as GRAINGER W W INC	0.79%	6,894	$7.2M	Reduce -13.6%
XLI SS Industrial Select Sector	0.68%	42,410	$6.3M	Reduce -10.0%
SBUX Starbucks Corp.	0.68%	68,004	$6.2M	Reduce -2.5%
GS Goldman Sachs Group Inc.	0.68%	8,749	$6.2M	Add +1.4%
SCHW Schwab (charles) Corp.	0.67%	67,428	$6.2M	Add +8.6%
UNH Unitedhealth Group Inc.	0.66%	19,398	$6.1M	Reduce -21.5%
SHW The Sherwin-Williams Co.	0.66%	17,493	$6.0M	Reduce -0.8%
NFLX Netflix Inc.	0.65%	4,450	$6.0M	New
PEP Pepsico Inc.	0.62%	43,055	$5.7M	Add +2.5%
NOW ServiceNow Inc.	0.62%	5,479	$5.6M	New
SPSM SS SPDR P S&P 600 Small Cap	0.62%	132,177	$5.6M	Add +11.2%
APH Amphenol Corp. Class A	0.61%	56,081	$5.5M	Reduce -6.4%
CBRE CBRE Group Inc. Class A	0.60%	39,411	$5.5M	Add +14.4%
PWR Quanta Services Inc.	0.57%	13,813	$5.2M	Add +45.9%
CSX CSX Corp.	0.57%	158,737	$5.2M	Reduce -30.7%
MELI MercadoLibre Inc.	0.56%	1,947	$5.1M	New
DUK Duke Energy Corp.	0.55%	42,343	$5.0M	Add +115.0%
TTWO Take-Two Interactive Softwre	0.55%	20,574	$5.0M	New
MCD McDonald's Corp.	0.55%	17,070	$5.0M	Reduce -1.2%
BKR Baker Hughes Co.	0.51%	121,836	$4.7M	Reduce -5.5%
OWL Blue Owl Capital Inc.	0.49%	235,173	$4.5M	Add +32.7%
PLD Prologis Inc.	0.49%	42,491	$4.5M	Reduce -24.0%
LECO Lincoln Electric Holdings	0.49%	21,453	$4.4M	Reduce -16.1%
MDLZ Mondelez International Inc. Class A	0.44%	59,772	$4.0M	Reduce -2.6%
XLP SS Consumer Staples Sel Sect	0.43%	49,028	$4.0M	Add +0.8%
NUE Nucor Corp.	0.42%	29,970	$3.9M	Reduce -3.1%
BAC Bank of America Corp. filed as BANK AMERICA CORP	0.42%	81,758	$3.9M	Reduce -8.3%
WMT Walmart Inc.	0.41%	38,227	$3.7M	Reduce -1.9%
NEE Nextera Energy Inc.	0.41%	53,802	$3.7M	Add +316.3%
TRMB Trimble Inc.	0.39%	46,437	$3.5M	Add +10.2%
ORCL Oracle Corp.	0.37%	15,505	$3.4M	Reduce -7.6%
SLB SLB Ltd. filed as SCHLUMBERGER LTD	0.36%	96,449	$3.3M	Add +2.4%
AMD Advanced Micro Devices	0.34%	22,137	$3.1M	Reduce -32.2%
CVX Chevron Corp.	0.34%	21,596	$3.1M	Reduce -5.2%
ROK Rockwell Automation Inc.	0.34%	9,309	$3.1M	New
PG The Procter & Gamble Co.	0.32%	18,603	$3.0M	Add +0.3%
WY Weyerhaeuser Co.	0.32%	114,712	$2.9M	Reduce -6.9%
RMD Resmed Inc.	0.31%	11,000	$2.8M	No change
SPYM Ste STR SPDR PT S&P 500 ETF	0.30%	37,666	$2.7M	New
XLE SS Energy Select Sector	0.29%	30,799	$2.6M	Reduce -9.4%
ADP Automatic Data Processing	0.28%	8,305	$2.6M	No change
WBS Webster Financial Corp.	0.28%	46,175	$2.5M	Reduce -0.1%
MDY State Street SPDR S&P Midcap	0.27%	4,321	$2.4M	Reduce -2.7%
GNRC Generac Holdings Inc.	0.24%	15,018	$2.2M	Add +1.1%
BX Blackstone Inc.	0.20%	12,426	$1.9M	No change
SO The Southern Co.	0.20%	20,190	$1.9M	No change
COST Costco Wholesale Corp.	0.20%	1,832	$1.8M	Reduce -4.2%
XLU St Sr Utl SL SE SPDR ETF-Usd	0.19%	21,117	$1.7M	Reduce -3.6%
JNJ Johnson & Johnson	0.18%	10,893	$1.7M	Reduce -18.1%
QQQ Invesco QQQ Trust Series 1	0.17%	2,815	$1.6M	Reduce -1.1%
RTX RTX Corp.	0.16%	9,719	$1.4M	Reduce -0.5%
ABT Abbott Laboratories	0.15%	10,299	$1.4M	Reduce -0.1%
EMR Emerson Electric Co.	0.15%	10,502	$1.4M	Reduce -0.6%
COP Conocophillips	0.14%	14,466	$1.3M	Reduce -8.1%
SPMD SS SPDR P S&P 400 Midcap ETF	0.14%	23,400	$1.3M	Add +43.6%
XLRE SS Real Estate Select Sector	0.13%	29,227	$1.2M	Add +7.9%
SUB iShares Short-Term National	0.13%	11,278	$1.2M	No change
GOOGL Alphabet Inc. Class A	0.13%	6,730	$1.2M	Add +1.2%
XLB SS Materials Select Sector	0.12%	12,887	$1.1M	Reduce -2.9%

Show all 175 holdings

Portfolio Sells Q1 2025 → Q2 2025


UNH Unitedhealth Group Inc.	Reduce -21.5%	0.66%	−0.88
LLY Eli Lilly & Co.	Reduce -0.3%	4.10%	−0.65
SPIB SS SPDR P Int C Corp. ETF	Reduce -1.8%	4.53%	−0.45
SPSB SS SPDR P St C Corp. ETF	Reduce -1.4%	3.59%	−0.37
XOM Exxon Mobil Corp.	Reduce -8.6%	1.13%	−0.36
DHR Danaher Corp.	Reduce -16.1%	0.84%	−0.30
MRSH Marsh & McLennan Cos	Reduce -2.9%	1.12%	−0.29
PLD Prologis Inc.	Reduce -24.0%	0.49%	−0.26
AZO AutoZone Inc.	Reduce -8.9%	1.09%	−0.25
CSX CSX Corp.	Reduce -30.7%	0.57%	−0.24
CRM Salesforce Inc.	Reduce -10.5%	1.06%	−0.21
ADBE Adobe Inc.	Reduce -9.0%	1.03%	−0.19
V Visa Inc. Class A	Reduce -4.0%	1.37%	−0.17
BKR Baker Hughes Co.	Reduce -5.5%	0.51%	−0.17
GWW WW Grainger Inc.	Reduce -13.6%	0.79%	−0.16
XLV SS Health Care Select Sector	Reduce -0.6%	0.80%	−0.15
SBUX Starbucks Corp.	Reduce -2.5%	0.68%	−0.14
MDT Medtronic PLC	Reduce -0.4%	0.98%	−0.13
CVX Chevron Corp.	Reduce -5.2%	0.34%	−0.12
HD Home Depot Inc.	Reduce -3.3%	0.90%	−0.12
WY Weyerhaeuser Co.	Reduce -6.9%	0.32%	−0.11
URI United Rentals Inc.	Reduce -17.8%	1.00%	−0.10
MCD McDonald's Corp.	Reduce -1.2%	0.55%	−0.10
SJM The JM Smucker Co.	Sold out	0.00%	−0.10
XLF SS Financial Select Sector	Reduce -4.4%	1.12%	−0.10
XLE SS Energy Select Sector	Reduce -9.4%	0.29%	−0.09
LECO Lincoln Electric Holdings	Reduce -16.1%	0.49%	−0.09
JNJ Johnson & Johnson	Reduce -18.1%	0.18%	−0.08
SHW The Sherwin-Williams Co.	Reduce -0.8%	0.66%	−0.08
SPY SS SPDR S&P 500 ETF Trust-US	Reduce -6.3%	1.35%	−0.07
AMD Advanced Micro Devices	Reduce -32.2%	0.34%	−0.06
MDLZ Mondelez International Inc. Class A	Reduce -2.6%	0.44%	−0.06
COP Conocophillips	Reduce -8.1%	0.14%	−0.06
XLI SS Industrial Select Sector	Reduce -10.0%	0.68%	−0.05
ISRG Intuitive Surgical Inc.	Reduce -1.8%	4.00%	−0.05
CMG Chipotle Mexican Grill Inc.	Reduce -7.2%	0.99%	−0.05
MRK Merck & Co. Inc.	Reduce -15.8%	0.10%	−0.05
BMY Bristol-Myers Squibb Co.	Reduce -41.3%	0.03%	−0.04
CMCSA Comcast Corp. Class A	Sold out	0.00%	−0.04
CTRA Coterra Energy Inc.	Sold out	0.00%	−0.03
PFE Pfizer Inc.	Reduce -19.2%	0.08%	−0.03
ABR Arbor Realty Trust Inc.	Sold out	0.00%	−0.03
AMT American Tower Corp.	Reduce -18.5%	0.08%	−0.03
NKE Nike Inc. Class B	Sold out	0.00%	−0.03
VZ Verizon Communications Inc.	Reduce -7.6%	0.10%	−0.03
JPM JPMorgan Chase & Co.	Reduce -8.7%	2.02%	−0.02
BAC Bank of America Corp.	Reduce -8.3%	0.42%	−0.02
XLY SS Consumer Disc Select Sect	Reduce -3.1%	0.83%	−0.02
NUE Nucor Corp.	Reduce -3.1%	0.42%	−0.02
COST Costco Wholesale Corp.	Reduce -4.2%	0.20%	−0.02

Portfolio Buys Q1 2025 → Q2 2025


NFLX Netflix Inc.	New	0.65%	+0.65
NOW ServiceNow Inc.	New	0.62%	+0.62
MELI MercadoLibre Inc.	New	0.56%	+0.56
TTWO Take-Two Interactive Softwre	New	0.55%	+0.55
ROK Rockwell Automation Inc.	New	0.34%	+0.34
META Meta Platforms Inc. Class A	Add +3.8%	1.73%	+0.31
SPYM Ste STR SPDR PT S&P 500 ETF	New	0.30%	+0.30
NEE Nextera Energy Inc.	Add +316.3%	0.41%	+0.30
PWR Quanta Services Inc.	Add +45.9%	0.57%	+0.28
DUK Duke Energy Corp.	Add +115.0%	0.55%	+0.26
GOOG Alphabet Inc. Class C	Add +6.3%	2.33%	+0.22
IBM Intl Business Machines Corp.	Add +10.1%	1.09%	+0.18
GS Goldman Sachs Group Inc.	Add +1.4%	0.68%	+0.11
CSCO Cisco Systems Inc.	Add +7.8%	0.98%	+0.10
SCHW Schwab (charles) Corp.	Add +8.6%	0.67%	+0.09
OWL Blue Owl Capital Inc.	Add +32.7%	0.49%	+0.07
CBRE CBRE Group Inc. Class A	Add +14.4%	0.60%	+0.07
TRMB Trimble Inc.	Add +10.2%	0.39%	+0.06
JPST JPMorgan Ultra-Short Income	New	0.05%	+0.05
SPMD SS SPDR P S&P 400 Midcap ETF	Add +43.6%	0.14%	+0.04
SPSM SS SPDR P S&P 600 Small Cap	Add +11.2%	0.62%	+0.04
TSLA Tesla Inc.	New	0.03%	+0.03
TXN Texas Instruments Inc.	New	0.03%	+0.03
MNR Mach Natural Resources LP	New	0.02%	+0.02
LPRO Open Lending Corp.	New	0.01%	+0.01
GNRC Generac Holdings Inc.	Add +1.1%	0.24%	+0.01
GOOGL Alphabet Inc. Class A	Add +1.2%	0.13%	+0.01
COF Capital One Financial Corp.	Add +0.3%	0.08%	+0.01
IJR iShares Core S&P Small-Cap E	Add +1.0%	0.05%	−0.00
XLRE SS Real Estate Select Sector	Add +7.9%	0.13%	−0.00
CB Chubb Ltd.	Add +2.4%	0.05%	−0.01
AMGN Amgen Inc.	Add +1.4%	0.04%	−0.01
XLP SS Consumer Staples Sel Sect	Add +0.8%	0.43%	−0.04
PG The Procter & Gamble Co.	Add +0.3%	0.32%	−0.05
FLOT iShares Floating Rate Bond E	Add +0.8%	0.85%	−0.07
SLB SLB Ltd.	Add +2.4%	0.36%	−0.11
PEP Pepsico Inc.	Add +2.5%	0.62%	−0.13
ABBV Abbvie Inc.	Add +5.6%	1.04%	−0.17
TMO Thermo Fisher Scientific Inc.	Add +5.2%	0.95%	−0.26
AAPL Apple Inc.	Add +2.0%	2.90%	−0.46

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