Orange Investment Advisors, Inc.

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

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 Q1 2025 Q2 2025: $913.4M $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 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%
CAT Caterpillar Inc. 0.11% 2,634 $1.0M No change
T AT&T Inc. 0.11% 34,419 $996K Reduce -3.0%
GE General Electric filed as GE AEROSPACE 0.11% 3,815 $982K No change
VZ Verizon Communications Inc. 0.10% 22,166 $959K Reduce -7.6%
NOC Northrop Grumman Corp. 0.10% 1,870 $935K Reduce -0.5%
CSW CSW Industrials Inc. 0.10% 3,212 $921K No change
MRK Merck & Co. Inc. 0.10% 11,195 $886K Reduce -15.8%
IYW iShares Ustechnology ETF 0.09% 4,480 $776K Reduce -0.3%
COF Capital One Financial Corp. 0.08% 3,512 $747K Add +0.3%
AMT American Tower Corp. 0.08% 3,297 $729K Reduce -18.5%
CMC Commercial Metals Co. 0.08% 14,610 $715K No change
PFE Pfizer Inc. 0.08% 29,410 $713K Reduce -19.2%
SYY Sysco Corp. 0.08% 9,144 $693K Reduce -3.9%
LMT Lockheed Martin Corp. 0.07% 1,424 $660K Reduce -10.0%
SUN Sunoco LP 0.07% 12,030 $645K No change
BA The Boeing Co. 0.07% 3,064 $642K Reduce -4.8%
MA Mastercard Inc. Class A 0.07% 1,084 $609K No change
CVS CVS Health Corp. 0.06% 7,714 $532K Reduce -8.0%
NYF iShares New York Muni Bond E 0.06% 9,700 $506K Reduce -3.5%
GLW Corning Inc. 0.06% 9,615 $506K No change
JPST JPMorgan Ultra-Short Income 0.05% 9,864 $500K New
SPYG SS SPDR P S&P 500 Growth ETF 0.05% 5,082 $484K Reduce -6.5%
IVV iShares Core S&P 500 ETF 0.05% 775 $481K No change
IJR iShares Core S&P Small-Cap E 0.05% 4,261 $466K Add +1.0%
GEV GE Vernova Inc. 0.05% 850 $450K No change
CB Chubb Ltd. 0.05% 1,516 $439K Add +2.4%
DIS The Walt Disney Co. filed as DISNEY WALT CO 0.05% 3,535 $438K Reduce -25.4%
EXR Extra Space Storage Inc. 0.05% 2,812 $415K No change
DLR Digital Realty Trust Inc. 0.04% 2,277 $397K Reduce -7.2%
BCPC Balchem Corp. 0.04% 2,493 $397K Reduce -6.5%
NSC Norfolk Southern Corp. 0.04% 1,500 $384K No change
HUBB Hubbell Inc. 0.04% 900 $368K No change
NUV Nuveen Municipal Value 0.04% 41,215 $358K Reduce -14.1%
OSK Oshkosh Corp. 0.04% 3,131 $355K Reduce -31.7%
AMGN Amgen Inc. 0.04% 1,268 $354K Add +1.4%
SPYV SS SPDR P S&P 500 Value ETF 0.04% 6,668 $349K Reduce -9.3%
ITW Illinois Tool Works 0.04% 1,385 $342K No change
AFL Aflac Inc. 0.04% 3,222 $340K No change
MMM 3M Co. 0.04% 2,197 $334K No change
IVW iShares S&P 500 Growth ETF 0.04% 2,950 $325K No change
BNY Bank of New York Mellon Corp. filed as BANK NEW YORK MELLON CORP 0.03% 3,490 $318K No change
KO The Coca-Cola Co. 0.03% 4,413 $312K No change
PCEF Invesco Cef Income Composite 0.03% 15,704 $307K No change
HON Honeywell International Inc. 0.03% 1,268 $295K No change
PNC PNC Financial Services Group 0.03% 1,575 $294K No change
BMY Bristol-Myers Squibb Co. 0.03% 5,989 $277K Reduce -41.3%
ENB Enbridge Inc. 0.03% 6,120 $277K Reduce -2.0%
CI The Cigna Group 0.03% 811 $268K No change
PSX Phillips 66 0.03% 2,225 $265K No change
XNEAX Nuveen Amt-FR QLTY Muni Inc. 0.03% 23,870 $261K No change
QCOM Qualcomm Inc. 0.03% 1,600 $255K No change
CAH Cardinal Health Inc. 0.03% 1,500 $252K No change
PFFA Virtus Infracap US Pref STCK 0.03% 12,000 $250K No change
TSLA Tesla Inc. 0.03% 786 $250K New
ED Consolidated Edison Inc. 0.03% 2,451 $246K No change
BFOR Barron's 400 ETF 0.03% 3,000 $231K No change
TXN Texas Instruments Inc. 0.03% 1,100 $228K New
PPL PPL Corp. 0.02% 6,625 $225K No change
BP BP PLC-Spons ADR 0.02% 7,139 $214K No change
DVN Devon Energy Corp. 0.02% 6,600 $210K No change
RITM Rithm Capital Corp. 0.02% 17,600 $199K No change
AGNC AGNC Investment Corp. 0.02% 16,000 $147K No change
MNR Mach Natural Resources LP 0.02% 10,000 $144K New
RA Brookfield Real Assets Incom 0.01% 10,000 $134K No change
NVG Nuveen Amt-FR Muni CRDT 0.01% 10,500 $125K No change
NZF Nuveen Municipal Credit Inc. 0.01% 10,500 $125K No change
WBA Walgreens Boots Alliance Inc. 0.01% 10,450 $120K No change
NMZ Nuveen Muni Hi Inc. Opport 0.01% 11,500 $119K No change
LPRO Open Lending Corp. 0.01% 58,445 $113K New
PANL Pangaea Logistics Solutions 0.01% 23,000 $108K No change
AMCR Amcor PLC 0.01% 11,000 $101K No change
ECC Eagle Point Credit Co. 0.01% 10,500 $80K No change
RC Ready Capital Corp. 0.01% 15,700 $69K No change
BRSP Brightspire Capital Inc. 0.01% 12,000 $61K No change
PLG Platinum Group Metals Ltd. 0.00% 13,150 $20K No change

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

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