Orange Investment Advisors, Inc.

Name: Orange Investment Advisors, Inc. 13F holdings, Q4 2025
Creator: Orange Investment Advisors, Inc.
Published: 2026-02-06

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

In its 13F for Q4 2025 (holdings as of December 31, 2025, filed February 6, 2026), Orange Investment Advisors, Inc. reported 149 stock positions worth $903.9 million. Its top holding was Eli Lilly (LLY) at 5.4% of the portfolio, followed by Nvidia (NVDA, 4.9%) and SS SPDR P Int C Corp. ETF (SPIB, 4.8%). Compared with Q3 2025, it opened 2 new positions, sold out of 30, added to 27 and reduced 109. The biggest buy was Adobe (ADBE, shares +22%) and the biggest sale Chart Industries (GTLS, shares −97%).

Most Recent 13F: Q2 2026
Location: GOSHEN, NY
CIK: 0000943442
Portfolio Value: $903.9M (Q4 2025)
SEC Filing: 0002085853-26-000219 ↗ filed Feb 6, 2026

Holdings Value

Holdings 149 stocks · $903.9M


LLY Eli Lilly & Co.	5.41%	45,494	$48.9M	Reduce -5.2%
NVDA Nvidia Corp.	4.86%	235,361	$43.9M	Reduce -10.3%
SPIB SS SPDR P Int C Corp. ETF	4.80%	1,283,687	$43.4M	Reduce -1.8%
ISRG Intuitive Surgical Inc.	4.14%	66,012	$37.4M	Reduce -0.5%
MSFT Microsoft Corp.	3.95%	73,819	$35.7M	Reduce -11.8%
SPSB SS SPDR P St C Corp. ETF	3.79%	1,135,263	$34.3M	Reduce -1.7%
OBT Orange County Bancorp Inc.	3.48%	1,101,617	$31.5M	Reduce -5.2%
AAPL Apple Inc.	3.34%	111,176	$30.2M	Reduce -9.6%
GOOG Alphabet Inc. Class C	3.28%	94,373	$29.6M	Reduce -18.7%
XLK SS Technology Select Sector	3.11%	195,352	$28.1M	Reduce -1.8%
AMZN Amazon.com Inc.	2.35%	91,957	$21.2M	Reduce -6.7%
AVGO Broadcom Inc.	2.03%	52,923	$18.3M	Reduce -6.3%
JPM JPMorgan Chase & Co.	1.90%	53,160	$17.1M	Reduce -13.6%
KLAC KLA Corp.	1.86%	13,861	$16.8M	Reduce -23.1%
AXP American Express Co.	1.49%	36,448	$13.5M	Reduce -17.6%
SPY SS SPDR S&P 500 ETF Trust-US	1.42%	18,839	$12.8M	Reduce -4.0%
META Meta Platforms Inc. Class A	1.41%	19,344	$12.8M	Reduce -8.2%
CIEN Ciena Corp.	1.29%	49,868	$11.7M	Reduce -38.1%
V Visa Inc. Class A	1.27%	32,735	$11.5M	Reduce -7.5%
ABBV Abbvie Inc.	1.23%	48,746	$11.1M	Reduce -3.8%
XLF SS Financial Select Sector	1.22%	201,030	$11.0M	Reduce -1.6%
ADBE Adobe Inc.	1.14%	29,541	$10.3M	Add +21.6%
TMO Thermo Fisher Scientific Inc.	1.13%	17,633	$10.2M	Reduce -14.2%
XOM Exxon Mobil Corp.	1.10%	82,278	$9.9M	Reduce -11.3%
MDT Medtronic PLC	1.09%	102,409	$9.8M	Reduce -0.2%
MS Morgan Stanley	1.03%	52,388	$9.3M	Reduce -18.3%
IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS	1.01%	30,958	$9.2M	Reduce -13.3%
XLY SS Consumer Disc Select Sect	0.96%	72,594	$8.7M	Reduce -1.5%
CRM Salesforce Inc.	0.92%	31,509	$8.3M	Reduce -11.7%
FLOT iShares Floating Rate Bond E	0.92%	163,882	$8.3M	Reduce -1.1%
XLV SS Health Care Select Sector	0.92%	53,697	$8.3M	Reduce -5.0%
AZO AutoZone Inc.	0.91%	2,411	$8.2M	Reduce -8.2%
XLC SS Comm Select Sector SPDR	0.90%	69,308	$8.2M	Reduce -2.0%
DHR Danaher Corp.	0.88%	34,727	$7.9M	Reduce -6.6%
CSCO Cisco Systems Inc.	0.84%	98,454	$7.6M	Reduce -22.3%
SPSM SS SPDR P S&P 600 Small Cap	0.78%	150,565	$7.1M	Add +0.4%
CMG Chipotle Mexican Grill Inc.	0.73%	179,471	$6.6M	Add +8.2%
URI United Rentals Inc.	0.73%	8,187	$6.6M	Reduce -26.4%
XLI SS Industrial Select Sector	0.71%	41,595	$6.5M	Reduce -3.0%
SCHW Schwab (charles) Corp.	0.67%	60,798	$6.1M	Reduce -9.0%
GWW WW Grainger Inc.	0.67%	6,018	$6.1M	Reduce -11.6%
MRSH Marsh & McLennan Cos	0.67%	32,697	$6.1M	Reduce -30.5%
UNH Unitedhealth Group Inc.	0.66%	18,182	$6.0M	Reduce -4.9%
HD Home Depot Inc.	0.66%	17,355	$6.0M	Reduce -22.0%
APH Amphenol Corp. Class A	0.63%	42,105	$5.7M	Reduce -18.6%
GS Goldman Sachs Group Inc.	0.61%	6,301	$5.5M	Reduce -23.6%
TTWO Take-Two Interactive Softwre	0.61%	21,482	$5.5M	Reduce -5.9%
FLR Fluor Corp.	0.59%	135,654	$5.4M	Reduce -10.9%
CBRE CBRE Group Inc. Class A	0.59%	33,136	$5.3M	Reduce -11.4%
PEP Pepsico Inc.	0.59%	36,996	$5.3M	Reduce -10.2%
MCD McDonald's Corp.	0.58%	17,157	$5.2M	Add +0.3%
SBUX Starbucks Corp.	0.57%	61,674	$5.2M	Reduce -6.3%
SHW The Sherwin-Williams Co.	0.57%	15,877	$5.1M	Reduce -6.1%
SPYM Ste STR SPDR PT S&P 500 ETF	0.55%	62,193	$5.0M	Add +51.3%
NOW ServiceNow Inc.	0.54%	31,694	$4.9M	Add +9.8%
PWR Quanta Services Inc.	0.53%	11,426	$4.8M	Reduce -14.3%
DUK Duke Energy Corp.	0.53%	41,102	$4.8M	Reduce -5.3%
BKR Baker Hughes Co.	0.52%	102,553	$4.7M	Reduce -13.3%
MELI MercadoLibre Inc.	0.49%	2,216	$4.5M	Add +5.3%
NFLX Netflix Inc.	0.48%	45,846	$4.3M	Add +2.1%
PLD Prologis Inc.	0.47%	33,112	$4.2M	Reduce -15.4%
CSX CSX Corp.	0.47%	116,591	$4.2M	Reduce -17.0%
LECO Lincoln Electric Holdings	0.46%	17,386	$4.2M	Reduce -14.7%
XLP SS Consumer Staples Sel Sect	0.45%	51,862	$4.0M	Reduce -1.7%
NEE Nextera Energy Inc.	0.45%	50,140	$4.0M	Reduce -9.2%
AMD Advanced Micro Devices	0.43%	17,969	$3.8M	Reduce -13.6%
NUE Nucor Corp.	0.40%	22,391	$3.7M	Reduce -15.9%
OWL Blue Owl Capital Inc.	0.40%	243,004	$3.6M	Add +3.2%
WMT Walmart Inc.	0.39%	31,944	$3.6M	Reduce -16.8%
BAC Bank of America Corp. filed as BANK AMERICA CORP	0.37%	61,614	$3.4M	Reduce -24.0%
SLB SLB Ltd. filed as SLB LIMITED	0.37%	87,993	$3.4M	Reduce -7.7%
MDLZ Mondelez International Inc. Class A	0.35%	57,985	$3.1M	Reduce -3.0%
ROK Rockwell Automation Inc.	0.34%	7,978	$3.1M	Reduce -12.6%
TRMB Trimble Inc.	0.34%	39,060	$3.1M	Reduce -13.1%
CVX Chevron Corp.	0.31%	18,541	$2.8M	Reduce -14.2%
RMD Resmed Inc.	0.29%	11,000	$2.6M	No change
MDY State Street SPDR S&P Midcap	0.29%	4,338	$2.6M	Reduce -0.4%
XLE SS Energy Select Sector	0.29%	57,881	$2.6M	Reduce -4.9%
PG The Procter & Gamble Co.	0.27%	17,323	$2.5M	Reduce -6.0%
WBS Webster Financial Corp.	0.26%	37,958	$2.4M	Reduce -17.3%
WY Weyerhaeuser Co.	0.26%	100,617	$2.4M	Reduce -8.3%
ORCL Oracle Corp.	0.25%	11,725	$2.3M	Reduce -22.3%
ADP Automatic Data Processing	0.22%	7,883	$2.0M	Reduce -5.0%
JNJ Johnson & Johnson	0.21%	9,107	$1.9M	Reduce -18.0%
SPMD SS SPDR P S&P 400 Midcap ETF	0.20%	31,765	$1.8M	Add +5.5%
XLU St Sr Utl SL SE SPDR ETF-Usd	0.20%	41,787	$1.8M	Reduce -5.1%
RTX RTX Corp.	0.20%	9,642	$1.8M	Reduce -1.2%
QQQ Invesco QQQ Trust Series 1	0.19%	2,867	$1.8M	Add +4.6%
BX Blackstone Inc.	0.19%	11,087	$1.7M	Reduce -10.8%
GNRC Generac Holdings Inc.	0.19%	12,405	$1.7M	Reduce -8.0%
SO The Southern Co.	0.18%	19,000	$1.7M	Reduce -5.9%
GOOGL Alphabet Inc. Class A	0.18%	5,113	$1.6M	Reduce -24.4%
XLRE SS Real Estate Select Sector	0.15%	34,468	$1.4M	Add +3.0%
SUB iShares Short-Term National	0.15%	12,753	$1.4M	Add +5.8%
ABT Abbott Laboratories	0.14%	10,411	$1.3M	Add +1.1%
COST Costco Wholesale Corp.	0.14%	1,482	$1.3M	Reduce -12.7%
XLB SS Materials Select Sector	0.14%	27,937	$1.3M	Add +1.1%
GE General Electric filed as GE AEROSPACE	0.12%	3,649	$1.1M	Reduce -4.3%
COP Conocophillips	0.12%	11,614	$1.1M	Reduce -18.7%
CMC Commercial Metals Co.	0.11%	14,610	$1.0M	No change

Show all 149 holdings

Portfolio Sells Q3 2025 → Q4 2025


GTLS Chart Industries Inc.	Reduce -97.0%	0.04%	−1.03
MSFT Microsoft Corp.	Reduce -11.8%	3.95%	−0.56
URI United Rentals Inc.	Reduce -26.4%	0.73%	−0.37
MRSH Marsh & McLennan Cos	Reduce -30.5%	0.67%	−0.32
HD Home Depot Inc.	Reduce -22.0%	0.66%	−0.28
AZO AutoZone Inc.	Reduce -8.2%	0.91%	−0.27
NVDA Nvidia Corp.	Reduce -10.3%	4.86%	−0.24
META Meta Platforms Inc. Class A	Reduce -8.2%	1.41%	−0.20
ORCL Oracle Corp.	Reduce -22.3%	0.25%	−0.19
KLAC KLA Corp.	Reduce -23.1%	1.86%	−0.16
JPM JPMorgan Chase & Co.	Reduce -13.6%	1.90%	−0.12
BKR Baker Hughes Co.	Reduce -13.3%	0.52%	−0.08
FLR Fluor Corp.	Reduce -10.9%	0.59%	−0.07
GS Goldman Sachs Group Inc.	Reduce -23.6%	0.61%	−0.07
CSCO Cisco Systems Inc.	Reduce -22.3%	0.84%	−0.06
SUN Sunoco LP	Sold out	0.00%	−0.06
BAC Bank of America Corp.	Reduce -24.0%	0.37%	−0.06
CSX CSX Corp.	Reduce -17.0%	0.47%	−0.05
GNRC Generac Holdings Inc.	Reduce -8.0%	0.19%	−0.05
TRMB Trimble Inc.	Reduce -13.1%	0.34%	−0.04
MDLZ Mondelez International Inc. Class A	Reduce -3.0%	0.35%	−0.04
PWR Quanta Services Inc.	Reduce -14.3%	0.53%	−0.04
EMR Emerson Electric Co.	Reduce -33.6%	0.10%	−0.04
SHW The Sherwin-Williams Co.	Reduce -6.1%	0.57%	−0.04
CAT Caterpillar Inc.	Reduce -45.6%	0.09%	−0.04
VZ Verizon Communications Inc.	Reduce -38.0%	0.06%	−0.04
BNY Bank of New York Mellon Corp.	Sold out	0.00%	−0.04
LECO Lincoln Electric Holdings	Reduce -14.7%	0.46%	−0.04
GLW Corning Inc.	Reduce -52.9%	0.04%	−0.04
T AT&T Inc.	Reduce -32.7%	0.06%	−0.04
AXP American Express Co.	Reduce -17.6%	1.49%	−0.04
APH Amphenol Corp. Class A	Reduce -18.6%	0.63%	−0.04
NOC Northrop Grumman Corp.	Reduce -31.0%	0.08%	−0.04
CVX Chevron Corp.	Reduce -14.2%	0.31%	−0.04
SYY Sysco Corp.	Reduce -43.4%	0.04%	−0.04
MMM 3M Co.	Sold out	0.00%	−0.04
IBM Intl Business Machines Corp.	Reduce -13.3%	1.01%	−0.03
PCEF Invesco Cef Income Composite	Sold out	0.00%	−0.03
MS Morgan Stanley	Reduce -18.3%	1.03%	−0.03
BX Blackstone Inc.	Reduce -10.8%	0.19%	−0.03
ENB Enbridge Inc.	Sold out	0.00%	−0.03
PSX Phillips 66	Sold out	0.00%	−0.03
PFE Pfizer Inc.	Reduce -42.8%	0.05%	−0.03
ADP Automatic Data Processing	Reduce -5.0%	0.22%	−0.03
XNEAX Nuveen Amt-FR QLTY Muni Inc.	Sold out	0.00%	−0.03
QCOM Qualcomm Inc.	Sold out	0.00%	−0.03
PFFA Virtus Infracap US Pref STCK	Sold out	0.00%	−0.03
DUK Duke Energy Corp.	Reduce -5.3%	0.53%	−0.03
CAH Cardinal Health Inc.	Sold out	0.00%	−0.03
BP BP PLC-Spons ADR	Sold out	0.00%	−0.03

Portfolio Buys Q3 2025 → Q4 2025


ADBE Adobe Inc.	Add +21.6%	1.14%	+0.25
SPYM Ste STR SPDR PT S&P 500 ETF	Add +51.3%	0.55%	+0.22
CMG Chipotle Mexican Grill Inc.	Add +8.2%	0.73%	+0.06
SPSM SS SPDR P S&P 600 Small Cap	Add +0.4%	0.78%	+0.06
MCD McDonald's Corp.	Add +0.3%	0.58%	+0.04
ALB Albemarle Corp.	New	0.03%	+0.03
MPC Marathon Petroleum Corp.	New	0.03%	+0.03
SPMD SS SPDR P S&P 400 Midcap ETF	Add +5.5%	0.20%	+0.02
QQQ Invesco QQQ Trust Series 1	Add +4.6%	0.19%	+0.02
COF Capital One Financial Corp.	Add +2.4%	0.10%	+0.02
SUB iShares Short-Term National	Add +5.8%	0.15%	+0.02
IVV iShares Core S&P 500 ETF	Add +12.9%	0.07%	+0.01
XLB SS Materials Select Sector	Add +1.1%	0.14%	+0.01
ED Consolidated Edison Inc.	Add +29.4%	0.03%	+0.01
IJR iShares Core S&P Small-Cap E	Add +8.8%	0.06%	+0.01
XLRE SS Real Estate Select Sector	Add +3.0%	0.15%	+0.01
MA Mastercard Inc. Class A	Add +3.2%	0.07%	+0.01
NYF iShares New York Muni Bond E	Add +5.2%	0.06%	+0.01
KO The Coca-Cola Co.	Add +4.0%	0.04%	+0.01
ITW Illinois Tool Works	Add +6.0%	0.04%	+0.00
AFL Aflac Inc.	Add +0.9%	0.04%	+0.00
HON Honeywell International Inc.	Add +6.8%	0.03%	+0.00
HSY The Hershey Co.	Add +1.5%	0.02%	+0.00
ABT Abbott Laboratories	Add +1.1%	0.14%	+0.00
EXR Extra Space Storage Inc.	Add +0.2%	0.04%	−0.00
OWL Blue Owl Capital Inc.	Add +3.2%	0.40%	−0.01
NOW ServiceNow Inc.	Add +9.8%	0.54%	−0.02
MELI MercadoLibre Inc.	Add +5.3%	0.49%	−0.02
NFLX Netflix Inc.	Add +2.1%	0.48%	−0.09

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