Orange Investment Advisors, Inc.
In its 13F for Q3 2025 (holdings as of September 30, 2025, filed October 16, 2025), Orange Investment Advisors, Inc. reported 177 stock positions worth $960.5 million. Its top holding was Nvidia (NVDA) at 5.1% of the portfolio, followed by SS SPDR P Int C Corp. ETF (SPIB, 4.6%) and Microsoft (MSFT, 4.5%). Compared with Q2 2025, it opened 4 new positions, sold out of 2, added to 46 and reduced 80. The biggest buy was SS Technology Select Sector (XLK, shares +8%) and the biggest sale Intuitive Surgical (ISRG, shares −1%).
- Most Recent 13F
- Q2 2026
- Location
- GOSHEN, NY
- CIK
- 0000943442
- Portfolio Value
- $960.5M (Q3 2025)
- SEC Filing
- 0001062993-25-016137 ↗ filed Oct 16, 2025
Holdings Value
Holdings 177 stocks · $960.5M
| NVDA Nvidia Corp. | 5.10% | 262,537 | $49.0M | Reduce -6.4% |
| SPIB SS SPDR P Int C Corp. ETF | 4.61% | 1,307,674 | $44.3M | Add +6.2% |
| MSFT Microsoft Corp. | 4.51% | 83,662 | $43.3M | Reduce -2.6% |
| LLY Eli Lilly & Co. | 3.81% | 47,976 | $36.6M | Reduce -0.1% |
| SPSB SS SPDR P St C Corp. ETF | 3.64% | 1,155,275 | $35.0M | Add +6.5% |
| AAPL Apple Inc. | 3.26% | 122,960 | $31.3M | Reduce -4.7% |
| ISRG Intuitive Surgical Inc. | 3.09% | 66,312 | $29.7M | Reduce -1.4% |
| OBT Orange County Bancorp Inc. | 3.05% | 1,161,617 | $29.3M | No change |
| GOOG Alphabet Inc. Class C | 2.94% | 116,099 | $28.3M | Reduce -3.3% |
| XLK SS Technology Select Sector | 2.92% | 99,412 | $28.0M | Add +7.8% |
| AMZN Amazon.com Inc. | 2.25% | 98,523 | $21.6M | Reduce -1.1% |
| KLAC KLA Corp. | 2.02% | 18,026 | $19.4M | Reduce -2.6% |
| JPM JPMorgan Chase & Co. | 2.02% | 61,497 | $19.4M | Reduce -3.2% |
| AVGO Broadcom Inc. | 1.94% | 56,487 | $18.6M | Reduce -2.8% |
| META Meta Platforms Inc. Class A | 1.61% | 21,078 | $15.5M | Reduce -1.5% |
| AXP American Express Co. | 1.53% | 44,217 | $14.7M | Reduce -3.1% |
| SPY SS SPDR S&P 500 ETF Trust-US | 1.36% | 19,633 | $13.1M | Reduce -1.4% |
| V Visa Inc. Class A | 1.26% | 35,404 | $12.1M | Add +0.1% |
| CIEN Ciena Corp. | 1.22% | 80,616 | $11.7M | Reduce -9.0% |
| ABBV Abbvie Inc. | 1.22% | 50,690 | $11.7M | Reduce -1.2% |
| AZO AutoZone Inc. | 1.17% | 2,625 | $11.3M | Reduce -2.5% |
| XLF SS Financial Select Sector | 1.15% | 204,284 | $11.0M | Add +4.7% |
| URI United Rentals Inc. | 1.11% | 11,131 | $10.6M | Reduce -8.1% |
| XOM Exxon Mobil Corp. | 1.09% | 92,753 | $10.5M | Reduce -3.0% |
| GTLS Chart Industries Inc. | 1.07% | 51,278 | $10.3M | Reduce -8.5% |
| MS Morgan Stanley | 1.06% | 64,130 | $10.2M | Reduce -4.2% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 1.05% | 35,711 | $10.1M | Add +5.3% |
| TMO Thermo Fisher Scientific Inc. | 1.04% | 20,547 | $10.0M | Reduce -3.7% |
| MDT Medtronic PLC | 1.02% | 102,609 | $9.8M | Reduce -0.0% |
| MRSH Marsh & McLennan Cos | 0.99% | 47,072 | $9.5M | Add +0.2% |
| HD Home Depot Inc. | 0.94% | 22,240 | $9.0M | Reduce -0.9% |
| XLY SS Consumer Disc Select Sect | 0.92% | 36,838 | $8.8M | Add +5.3% |
| CSCO Cisco Systems Inc. | 0.90% | 126,775 | $8.7M | Reduce -1.3% |
| ADBE Adobe Inc. | 0.89% | 24,287 | $8.6M | Reduce -0.2% |
| FLOT iShares Floating Rate Bond E | 0.88% | 165,725 | $8.5M | Add +8.8% |
| CRM Salesforce Inc. | 0.88% | 35,681 | $8.5M | Add +0.3% |
| XLC SS Comm Select Sector SPDR | 0.87% | 70,736 | $8.4M | Add +4.8% |
| XLV SS Health Care Select Sector | 0.82% | 56,545 | $7.9M | Add +4.6% |
| DHR Danaher Corp. | 0.77% | 37,182 | $7.4M | Reduce -4.7% |
| SPSM SS SPDR P S&P 600 Small Cap | 0.72% | 149,911 | $6.9M | Add +13.4% |
| XLI SS Industrial Select Sector | 0.69% | 42,869 | $6.6M | Add +1.1% |
| UNH Unitedhealth Group Inc. | 0.69% | 19,125 | $6.6M | Reduce -1.4% |
| GS Goldman Sachs Group Inc. | 0.68% | 8,249 | $6.6M | Reduce -5.7% |
| CMG Chipotle Mexican Grill Inc. | 0.68% | 165,835 | $6.5M | Add +3.3% |
| GWW WW Grainger Inc. filed as GRAINGER W W INC | 0.68% | 6,808 | $6.5M | Reduce -1.3% |
| FLR Fluor Corp. | 0.67% | 152,312 | $6.4M | Reduce -4.0% |
| APH Amphenol Corp. Class A | 0.67% | 51,754 | $6.4M | Reduce -7.7% |
| SCHW Schwab (charles) Corp. | 0.66% | 66,812 | $6.4M | Reduce -0.9% |
| TTWO Take-Two Interactive Softwre | 0.61% | 22,828 | $5.9M | Add +11.0% |
| CBRE CBRE Group Inc. Class A | 0.61% | 37,411 | $5.9M | Reduce -5.1% |
| SHW The Sherwin-Williams Co. | 0.61% | 16,902 | $5.9M | Reduce -3.4% |
| PEP Pepsico Inc. | 0.60% | 41,204 | $5.8M | Reduce -4.3% |
| BKR Baker Hughes Co. | 0.60% | 118,254 | $5.8M | Reduce -2.9% |
| SBUX Starbucks Corp. | 0.58% | 65,832 | $5.6M | Reduce -3.2% |
| PWR Quanta Services Inc. | 0.57% | 13,325 | $5.5M | Reduce -3.5% |
| NFLX Netflix Inc. | 0.56% | 4,492 | $5.4M | Add +0.9% |
| DUK Duke Energy Corp. | 0.56% | 43,397 | $5.4M | Add +2.5% |
| NOW ServiceNow Inc. | 0.55% | 5,773 | $5.3M | Add +5.4% |
| MCD McDonald's Corp. | 0.54% | 17,103 | $5.2M | Add +0.2% |
| CSX CSX Corp. | 0.52% | 140,443 | $5.0M | Reduce -11.5% |
| MELI MercadoLibre Inc. | 0.51% | 2,104 | $4.9M | Add +8.1% |
| LECO Lincoln Electric Holdings | 0.50% | 20,373 | $4.8M | Reduce -5.0% |
| PLD Prologis Inc. | 0.47% | 39,137 | $4.5M | Reduce -7.9% |
| ORCL Oracle Corp. | 0.44% | 15,085 | $4.2M | Reduce -2.7% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.44% | 81,078 | $4.2M | Reduce -0.8% |
| NEE Nextera Energy Inc. | 0.43% | 55,209 | $4.2M | Add +2.6% |
| XLP SS Consumer Staples Sel Sect | 0.43% | 52,741 | $4.1M | Add +7.6% |
| OWL Blue Owl Capital Inc. | 0.41% | 235,443 | $4.0M | Add +0.1% |
| WMT Walmart Inc. | 0.41% | 38,404 | $4.0M | Add +0.5% |
| MDLZ Mondelez International Inc. Class A | 0.39% | 59,753 | $3.7M | Reduce -0.0% |
| TRMB Trimble Inc. | 0.38% | 44,960 | $3.7M | Reduce -3.2% |
| NUE Nucor Corp. | 0.38% | 26,640 | $3.6M | Reduce -11.1% |
| AMD Advanced Micro Devices | 0.35% | 20,806 | $3.4M | Reduce -6.0% |
| CVX Chevron Corp. | 0.35% | 21,596 | $3.4M | No change |
| SLB SLB Ltd. filed as SCHLUMBERGER LTD | 0.34% | 95,375 | $3.3M | Reduce -1.1% |
| SPYM Ste STR SPDR PT S&P 500 ETF | 0.34% | 41,103 | $3.2M | Add +9.1% |
| ROK Rockwell Automation Inc. | 0.33% | 9,127 | $3.2M | Reduce -2.0% |
| RMD Resmed Inc. | 0.31% | 11,000 | $3.0M | No change |
| PG The Procter & Gamble Co. | 0.29% | 18,427 | $2.8M | Reduce -0.9% |
| WBS Webster Financial Corp. | 0.28% | 45,884 | $2.7M | Reduce -0.6% |
| XLE SS Energy Select Sector | 0.28% | 30,446 | $2.7M | Reduce -1.1% |
| WY Weyerhaeuser Co. | 0.28% | 109,671 | $2.7M | Reduce -4.4% |
| MDY State Street SPDR S&P Midcap | 0.27% | 4,357 | $2.6M | Add +0.8% |
| ADP Automatic Data Processing | 0.25% | 8,298 | $2.4M | Reduce -0.1% |
| GNRC Generac Holdings Inc. | 0.23% | 13,481 | $2.3M | Reduce -10.2% |
| BX Blackstone Inc. | 0.22% | 12,435 | $2.1M | Add +0.1% |
| JNJ Johnson & Johnson | 0.21% | 11,102 | $2.1M | Add +1.9% |
| XLU St Sr Utl SL SE SPDR ETF-Usd | 0.20% | 22,013 | $1.9M | Add +4.2% |
| SO The Southern Co. | 0.20% | 20,190 | $1.9M | No change |
| SPMD SS SPDR P S&P 400 Midcap ETF | 0.18% | 30,111 | $1.7M | Add +28.7% |
| QQQ Invesco QQQ Trust Series 1 | 0.17% | 2,740 | $1.6M | Reduce -2.7% |
| GOOGL Alphabet Inc. Class A | 0.17% | 6,765 | $1.6M | Add +0.5% |
| RTX RTX Corp. | 0.17% | 9,759 | $1.6M | Add +0.4% |
| COST Costco Wholesale Corp. | 0.16% | 1,697 | $1.6M | Reduce -7.4% |
| XLRE SS Real Estate Select Sector | 0.15% | 33,455 | $1.4M | Add +14.5% |
| ABT Abbott Laboratories | 0.14% | 10,299 | $1.4M | No change |
| EMR Emerson Electric Co. | 0.14% | 10,487 | $1.4M | Reduce -0.1% |
| COP Conocophillips | 0.14% | 14,290 | $1.4M | Reduce -1.2% |
| SUB iShares Short-Term National | 0.13% | 12,053 | $1.3M | Add +6.9% |
| CAT Caterpillar Inc. | 0.13% | 2,629 | $1.3M | Reduce -0.2% |
Portfolio Sells Q2 2025 → Q3 2025
| ISRG Intuitive Surgical Inc. | Reduce -1.4% | 3.09% | −0.91 |
| LLY Eli Lilly & Co. | Reduce -0.1% | 3.81% | −0.29 |
| FLR Fluor Corp. | Reduce -4.0% | 0.67% | −0.22 |
| MSFT Microsoft Corp. | Reduce -2.6% | 4.51% | −0.16 |
| AMZN Amazon.com Inc. | Reduce -1.1% | 2.25% | −0.14 |
| ADBE Adobe Inc. | Reduce -0.2% | 0.89% | −0.14 |
| META Meta Platforms Inc. Class A | Reduce -1.5% | 1.61% | −0.12 |
| GWW WW Grainger Inc. | Reduce -1.3% | 0.68% | −0.11 |
| SBUX Starbucks Corp. | Reduce -3.2% | 0.58% | −0.10 |
| DHR Danaher Corp. | Reduce -4.7% | 0.77% | −0.08 |
| CSCO Cisco Systems Inc. | Reduce -1.3% | 0.90% | −0.07 |
| AXP American Express Co. | Reduce -3.1% | 1.53% | −0.07 |
| JPST JPMorgan Ultra-Short Income | Sold out | 0.00% | −0.05 |
| MDLZ Mondelez International Inc. Class A | Reduce -0.0% | 0.39% | −0.05 |
| NUE Nucor Corp. | Reduce -11.1% | 0.38% | −0.05 |
| SHW The Sherwin-Williams Co. | Reduce -3.4% | 0.61% | −0.05 |
| CSX CSX Corp. | Reduce -11.5% | 0.52% | −0.05 |
| WY Weyerhaeuser Co. | Reduce -4.4% | 0.28% | −0.04 |
| XOM Exxon Mobil Corp. | Reduce -3.0% | 1.09% | −0.04 |
| COST Costco Wholesale Corp. | Reduce -7.4% | 0.16% | −0.04 |
| PG The Procter & Gamble Co. | Reduce -0.9% | 0.29% | −0.03 |
| ADP Automatic Data Processing | Reduce -0.1% | 0.25% | −0.03 |
| PLD Prologis Inc. | Reduce -7.9% | 0.47% | −0.02 |
| PEP Pepsico Inc. | Reduce -4.3% | 0.60% | −0.02 |
| SLB SLB Ltd. | Reduce -1.1% | 0.34% | −0.02 |
| WBA Walgreens Boots Alliance Inc. | Sold out | 0.00% | −0.01 |
| DLR Digital Realty Trust Inc. | Reduce -20.3% | 0.03% | −0.01 |
| EMR Emerson Electric Co. | Reduce -0.1% | 0.14% | −0.01 |
| IVW iShares S&P 500 Growth ETF | Reduce -29.7% | 0.03% | −0.01 |
| SCHW Schwab (charles) Corp. | Reduce -0.9% | 0.66% | −0.01 |
| T AT&T Inc. | Reduce -0.3% | 0.10% | −0.01 |
| SUN Sunoco LP | Reduce -0.3% | 0.06% | −0.01 |
| DIS The Walt Disney Co. | Reduce -2.8% | 0.04% | −0.01 |
| ROK Rockwell Automation Inc. | Reduce -2.0% | 0.33% | −0.01 |
| HON Honeywell International Inc. | Reduce -3.5% | 0.03% | −0.01 |
| CB Chubb Ltd. | Reduce -2.3% | 0.04% | −0.00 |
| COF Capital One Financial Corp. | Reduce -0.3% | 0.08% | −0.00 |
| TRMB Trimble Inc. | Reduce -3.2% | 0.38% | −0.00 |
| XLE SS Energy Select Sector | Reduce -1.1% | 0.28% | −0.00 |
| NUV Nuveen Municipal Value | Reduce -4.8% | 0.04% | −0.00 |
| AMGN Amgen Inc. | Reduce -1.4% | 0.04% | −0.00 |
| ED Consolidated Edison Inc. | Reduce -2.8% | 0.02% | −0.00 |
| MRK Merck & Co. Inc. | Reduce -2.8% | 0.10% | −0.00 |
| PFE Pfizer Inc. | Reduce -2.2% | 0.08% | −0.00 |
| COP Conocophillips | Reduce -1.2% | 0.14% | −0.00 |
| SPYV SS SPDR P S&P 500 Value ETF | Reduce -3.1% | 0.04% | −0.00 |
| GNRC Generac Holdings Inc. | Reduce -10.2% | 0.23% | −0.00 |
| CVS CVS Health Corp. | Reduce -3.3% | 0.06% | +0.00 |
| LMT Lockheed Martin Corp. | Reduce -2.0% | 0.07% | +0.00 |
| SPYG SS SPDR P S&P 500 Growth ETF | Reduce -2.9% | 0.05% | +0.00 |
Portfolio Buys Q2 2025 → Q3 2025
| XLK SS Technology Select Sector | Add +7.8% | 2.92% | +0.36 |
| SPSM SS SPDR P S&P 600 Small Cap | Add +13.4% | 0.72% | +0.11 |
| XLY SS Consumer Disc Select Sect | Add +5.3% | 0.92% | +0.09 |
| SPIB SS SPDR P Int C Corp. ETF | Add +6.2% | 4.61% | +0.09 |
| XLC SS Comm Select Sector SPDR | Add +4.8% | 0.87% | +0.07 |
| TTWO Take-Two Interactive Softwre | Add +11.0% | 0.61% | +0.07 |
| SPSB SS SPDR P St C Corp. ETF | Add +6.5% | 3.64% | +0.06 |
| GOOGL Alphabet Inc. Class A | Add +0.5% | 0.17% | +0.04 |
| SPMD SS SPDR P S&P 400 Midcap ETF | Add +28.7% | 0.18% | +0.04 |
| SPYM Ste STR SPDR PT S&P 500 ETF | Add +9.1% | 0.34% | +0.04 |
| JNJ Johnson & Johnson | Add +1.9% | 0.21% | +0.03 |
| FLOT iShares Floating Rate Bond E | Add +8.8% | 0.88% | +0.03 |
| GLW Corning Inc. | Add +0.3% | 0.08% | +0.03 |
| XLF SS Financial Select Sector | Add +4.7% | 1.15% | +0.03 |
| VLO Valero Energy Corp. | New | 0.03% | +0.03 |
| NEE Nextera Energy Inc. | Add +2.6% | 0.43% | +0.03 |
| HSY The Hershey Co. | New | 0.02% | +0.02 |
| INTC Intel Corp. | New | 0.02% | +0.02 |
| GLD SPDR Gold Shares | New | 0.02% | +0.02 |
| XLV SS Health Care Select Sector | Add +4.6% | 0.82% | +0.02 |
| BX Blackstone Inc. | Add +0.1% | 0.22% | +0.02 |
| RTX RTX Corp. | Add +0.4% | 0.17% | +0.01 |
| XLRE SS Real Estate Select Sector | Add +14.5% | 0.15% | +0.01 |
| DUK Duke Energy Corp. | Add +2.5% | 0.56% | +0.01 |
| XLU St Sr Utl SL SE SPDR ETF-Usd | Add +4.2% | 0.20% | +0.01 |
| XLB SS Materials Select Sector | Add +7.2% | 0.13% | +0.01 |
| XLI SS Industrial Select Sector | Add +1.1% | 0.69% | +0.00 |
| WMT Walmart Inc. | Add +0.5% | 0.41% | +0.00 |
| SUB iShares Short-Term National | Add +6.9% | 0.13% | +0.00 |
| MDY State Street SPDR S&P Midcap | Add +0.8% | 0.27% | +0.00 |
| AFL Aflac Inc. | Add +4.6% | 0.04% | +0.00 |
| BMY Bristol-Myers Squibb Co. | Add +15.0% | 0.03% | +0.00 |
| RITM Rithm Capital Corp. | Add +4.4% | 0.02% | 0.00 |
| QCOM Qualcomm Inc. | Add +0.6% | 0.03% | 0.00 |
| MA Mastercard Inc. Class A | Add +2.5% | 0.07% | −0.00 |
| CAH Cardinal Health Inc. | Add +6.7% | 0.03% | −0.00 |
| VZ Verizon Communications Inc. | Add +0.7% | 0.10% | −0.00 |
| KO The Coca-Cola Co. | Add +0.5% | 0.03% | −0.00 |
| XLP SS Consumer Staples Sel Sect | Add +7.6% | 0.43% | −0.00 |
| MCD McDonald's Corp. | Add +0.2% | 0.54% | −0.00 |
| AMT American Tower Corp. | Add +0.8% | 0.07% | −0.01 |
| MELI MercadoLibre Inc. | Add +8.1% | 0.51% | −0.05 |
| IBM Intl Business Machines Corp. | Add +5.3% | 1.05% | −0.05 |
| NOW ServiceNow Inc. | Add +5.4% | 0.55% | −0.06 |
| OWL Blue Owl Capital Inc. | Add +0.1% | 0.41% | −0.08 |
| NFLX Netflix Inc. | Add +0.9% | 0.56% | −0.09 |
| V Visa Inc. Class A | Add +0.1% | 1.26% | −0.12 |
| MRSH Marsh & McLennan Cos | Add +0.2% | 0.99% | −0.14 |
| CRM Salesforce Inc. | Add +0.3% | 0.88% | −0.18 |
| CMG Chipotle Mexican Grill Inc. | Add +3.3% | 0.68% | −0.31 |
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 |