Orange Investment Advisors, Inc.

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

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 Q2 2025 Q3 2025: $960.5M Q3 2025 Q4 2025: $903.9M $903.9M Q4 2025 Q1 2026: $771.5M Q1 2026 Q2 2026: $823.0M Q2 2026

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
CSW CSW Industrials Inc. 0.10% 3,212 $943K No change
EMR Emerson Electric Co. 0.10% 6,962 $924K Reduce -33.6%
IYW iShares Ustechnology ETF 0.10% 4,370 $873K Reduce -1.6%
MRK Merck & Co. Inc. 0.10% 8,275 $871K Reduce -24.0%
COF Capital One Financial Corp. 0.10% 3,584 $869K Add +2.4%
CAT Caterpillar Inc. 0.09% 1,429 $819K Reduce -45.6%
NOC Northrop Grumman Corp. 0.08% 1,290 $736K Reduce -31.0%
LMT Lockheed Martin Corp. 0.07% 1,396 $675K No change
MA Mastercard Inc. Class A 0.07% 1,147 $655K Add +3.2%
IVV iShares Core S&P 500 ETF 0.07% 875 $599K Add +12.9%
T AT&T Inc. 0.06% 23,101 $574K Reduce -32.7%
VZ Verizon Communications Inc. 0.06% 13,833 $563K Reduce -38.0%
IJR iShares Core S&P Small-Cap E 0.06% 4,636 $557K Add +8.8%
NYF iShares New York Muni Bond E 0.06% 10,203 $546K Add +5.2%
GEV GE Vernova Inc. 0.06% 809 $529K Reduce -4.8%
AMT American Tower Corp. 0.06% 2,925 $514K Reduce -12.0%
SPYG SS SPDR P S&P 500 Growth ETF 0.05% 4,490 $479K Reduce -9.0%
BA The Boeing Co. 0.05% 1,942 $422K Reduce -36.6%
PFE Pfizer Inc. 0.05% 16,444 $409K Reduce -42.8%
HUBB Hubbell Inc. 0.04% 900 $400K No change
GLW Corning Inc. 0.04% 4,545 $398K Reduce -52.9%
OSK Oshkosh Corp. 0.04% 3,131 $393K No change
DIS The Walt Disney Co. filed as DISNEY WALT CO 0.04% 3,395 $386K Reduce -1.2%
SYY Sysco Corp. 0.04% 5,174 $381K Reduce -43.4%
AFL Aflac Inc. 0.04% 3,399 $375K Add +0.9%
EXR Extra Space Storage Inc. 0.04% 2,817 $367K Add +0.2%
ITW Illinois Tool Works 0.04% 1,468 $362K Add +6.0%
CB Chubb Ltd. 0.04% 1,089 $340K Reduce -26.5%
NUV Nuveen Municipal Value 0.04% 36,715 $333K Reduce -6.4%
SPYV SS SPDR P S&P 500 Value ETF 0.04% 5,771 $328K Reduce -10.7%
CVS CVS Health Corp. 0.04% 4,121 $327K Reduce -44.8%
KO The Coca-Cola Co. 0.04% 4,610 $322K Add +4.0%
GTLS Chart Industries Inc. 0.04% 1,555 $321K Reduce -97.0%
ALB Albemarle Corp. 0.03% 2,175 $308K New
ED Consolidated Edison Inc. 0.03% 3,083 $306K Add +29.4%
DLR Digital Realty Trust Inc. 0.03% 1,815 $281K No change
PNC PNC Financial Services Group 0.03% 1,275 $266K Reduce -19.1%
IVW iShares S&P 500 Growth ETF 0.03% 2,075 $256K No change
HON Honeywell International Inc. 0.03% 1,306 $255K Add +6.8%
BFOR Barron's 400 ETF 0.03% 3,000 $247K No change
TSLA Tesla Inc. 0.03% 525 $236K Reduce -27.2%
NSC Norfolk Southern Corp. 0.03% 804 $232K Reduce -46.4%
VLO Valero Energy Corp. 0.03% 1,425 $232K No change
AMGN Amgen Inc. 0.03% 702 $230K Reduce -43.8%
BCPC Balchem Corp. 0.03% 1,493 $229K Reduce -40.1%
MPC Marathon Petroleum Corp. 0.03% 1,407 $229K New
BMY Bristol-Myers Squibb Co. 0.02% 4,089 $221K Reduce -40.6%
HSY The Hershey Co. 0.02% 1,181 $215K Add +1.5%
PLG Platinum Group Metals Ltd. 0.00% 13,150 $31K No change

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

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