Orange Investment Advisors, Inc.

In its 13F for Q2 2026 (holdings as of June 30, 2026, filed July 21, 2026), Orange Investment Advisors, Inc. reported 143 stock positions worth $823.0 million. Its top holding was Eli Lilly (LLY) at 6.0% of the portfolio, followed by SS SPDR P Int C Corp. ETF (SPIB, 5.4%) and Orange County Bancorp (OBT, 4.7%). Compared with Q1 2026, it opened 7 new positions, sold out of 9, added to 24 and reduced 100. The biggest buy was Marathon Petroleum (MPC, shares +1490%) and the biggest sale Ste STR SPDR PT S&P 500 ETF (SPYM, shares −95%).

Most Recent 13F
Q2 2026
Location
GOSHEN, NY
CIK
0000943442
Portfolio Value
$823.0M (Q2 2026)
SEC Filing
0002085853-26-000795 ↗ filed Jul 21, 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 Q4 2025 Q1 2026: $771.5M Q1 2026 Q2 2026: $823.0M $823.0M Q2 2026

Holdings 143 stocks · $823.0M
LLY Eli Lilly & Co. 6.04% 41,468 $49.7M Reduce -3.2%
SPIB SS SPDR P Int C Corp. ETF 5.45% 1,339,605 $44.8M Add +2.1%
OBT Orange County Bancorp Inc. 4.74% 1,060,922 $39.0M Reduce -0.1%
SPSB SS SPDR P St C Corp. ETF 4.30% 1,180,398 $35.4M Add +1.4%
XLK SS Technology Select Sector 4.24% 183,366 $34.9M Reduce -2.8%
NVDA Nvidia Corp. 4.05% 166,403 $33.3M Reduce -10.5%
KLAC KLA Corp. 3.34% 91,198 $27.5M Reduce -16.7%
AAPL Apple Inc. 3.17% 90,281 $26.1M Reduce -6.8%
ISRG Intuitive Surgical Inc. 3.14% 65,012 $25.9M Reduce -1.2%
GOOG Alphabet Inc. Class C 2.99% 69,548 $24.6M Reduce -9.7%
MSFT Microsoft Corp. 2.97% 65,547 $24.5M Reduce -3.3%
AMZN Amazon.com Inc. 2.15% 74,153 $17.7M Reduce -7.2%
CIEN Ciena Corp. 1.92% 32,177 $15.8M Reduce -15.0%
JPM JPMorgan Chase & Co. 1.71% 43,067 $14.1M Reduce -5.1%
SPY SS SPDR S&P 500 ETF Trust-US 1.62% 17,847 $13.3M Reduce -1.1%
AVGO Broadcom Inc. 1.47% 32,068 $12.1M Reduce -12.3%
ABBV Abbvie Inc. 1.39% 45,583 $11.5M Reduce -0.1%
AXP American Express Co. 1.36% 33,061 $11.2M Reduce -5.5%
XLF SS Financial Select Sector 1.28% 196,199 $10.5M Add +0.1%
V Visa Inc. Class A 1.19% 28,649 $9.8M Reduce -4.0%
CSCO Cisco Systems Inc. 1.12% 78,777 $9.3M Reduce -9.8%
SPSM SS SPDR P S&P 600 Small Cap 1.07% 153,397 $8.8M Add +0.0%
FLOT iShares Floating Rate Bond E 1.07% 172,579 $8.8M Reduce -0.5%
AMD Advanced Micro Devices 1.05% 14,885 $8.6M Reduce -9.8%
IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS 1.04% 30,503 $8.6M Add +4.5%
META Meta Platforms Inc. Class A 1.03% 15,016 $8.5M Reduce -3.2%
MS Morgan Stanley 1.01% 39,691 $8.3M Reduce -9.3%
XLY SS Consumer Disc Select Sect 1.00% 70,000 $8.2M Add +0.0%
XLV SS Health Care Select Sector 0.97% 50,164 $8.0M Reduce -0.5%
MDT Medtronic PLC 0.97% 101,692 $8.0M Reduce -0.1%
TMO Thermo Fisher Scientific Inc. 0.92% 15,119 $7.6M Reduce -1.8%
XLC SS Comm Select Sector SPDR 0.92% 70,666 $7.6M Add +4.2%
XOM Exxon Mobil Corp. 0.91% 54,852 $7.5M Reduce -12.1%
XLI SS Industrial Select Sector 0.88% 39,192 $7.3M Add +1.1%
URI United Rentals Inc. 0.88% 6,358 $7.2M Reduce -8.0%
AZO AutoZone Inc. 0.82% 2,117 $6.8M Reduce -1.0%
GWW WW Grainger Inc. 0.79% 4,755 $6.5M Reduce -7.0%
MPC Marathon Petroleum Corp. 0.70% 22,377 $5.7M Add +1490.4%
APH Amphenol Corp. Class A 0.69% 32,236 $5.7M Reduce -8.6%
FLR Fluor Corp. 0.67% 105,975 $5.6M Reduce -6.5%
PWR Quanta Services Inc. 0.64% 7,277 $5.2M Reduce -18.1%
SCHW Schwab (charles) Corp. 0.60% 53,830 $5.0M Add +6.5%
SBUX Starbucks Corp. 0.60% 48,419 $4.9M Reduce -4.5%
THC Tenet Healthcare Corp. 0.60% 26,219 $4.9M New
GS Goldman Sachs Group Inc. 0.57% 4,633 $4.7M Reduce -7.8%
HD Home Depot Inc. 0.55% 12,942 $4.6M Reduce -10.1%
MCD McDonald's Corp. 0.55% 16,796 $4.5M Reduce -0.6%
SHW The Sherwin-Williams Co. 0.54% 12,964 $4.5M Reduce -5.4%
NEM Newmont Corp. 0.54% 47,198 $4.4M New
MRSH Marsh & McLennan Cos 0.53% 26,268 $4.4M Reduce -3.6%
CRM Salesforce Inc. 0.52% 27,549 $4.3M Reduce -7.9%
DUK Duke Energy Corp. 0.52% 33,777 $4.3M Reduce -5.1%
XLP SS Consumer Staples Sel Sect 0.51% 50,709 $4.2M Add +0.1%
PEP Pepsico Inc. 0.50% 30,389 $4.1M Reduce -4.6%
JLL Jones Lang Lasalle Inc. 0.50% 13,237 $4.1M New
BKR Baker Hughes Co. 0.50% 73,486 $4.1M Reduce -7.8%
CBRE CBRE Group Inc. Class A 0.48% 29,522 $4.0M Reduce -2.2%
CSX CSX Corp. 0.46% 79,778 $3.8M Reduce -11.6%
NOW ServiceNow Inc. 0.45% 37,453 $3.7M Add +4.2%
MELI MercadoLibre Inc. 0.44% 2,155 $3.7M Reduce -0.2%
LECO Lincoln Electric Holdings 0.43% 13,389 $3.6M Reduce -3.6%
NUE Nucor Corp. 0.42% 15,469 $3.4M Reduce -13.4%
NEE Nextera Energy Inc. 0.41% 38,900 $3.4M Reduce -4.9%
WMT Walmart Inc. 0.41% 30,023 $3.4M Reduce -2.8%
NFLX Netflix Inc. 0.40% 45,804 $3.3M Add +7.4%
MDY State Street SPDR S&P Midcap 0.39% 4,519 $3.2M Reduce -0.3%
ALL Allstate Corp. 0.36% 12,541 $3.0M New
ROK Rockwell Automation Inc. 0.35% 5,870 $2.9M Reduce -13.5%
ADBE Adobe Inc. 0.35% 14,041 $2.9M Add +3.7%
SLB SLB Ltd. filed as SLB LIMITED 0.35% 61,429 $2.9M Reduce -7.4%
CVX Chevron Corp. 0.35% 17,138 $2.8M Reduce -4.1%
WBS Webster Financial Corp. 0.34% 36,210 $2.8M No change
XLE SS Energy Select Sector 0.34% 51,987 $2.8M Reduce -1.9%
BAC Bank of America Corp. 0.33% 47,649 $2.7M Reduce -5.9%
MDLZ Mondelez International Inc. Class A 0.32% 46,158 $2.7M Reduce -9.8%
GNRC Generac Holdings Inc. 0.29% 8,134 $2.4M Reduce -16.6%
PG The Procter & Gamble Co. 0.28% 15,925 $2.3M Reduce -3.0%
SPMD SS SPDR P S&P 400 Midcap ETF 0.28% 33,727 $2.3M Add +0.6%
RMD Resmed Inc. 0.26% 11,000 $2.1M No change
JNJ Johnson & Johnson 0.25% 7,963 $2.0M Reduce -1.5%
QQQ Invesco QQQ Trust Series 1 0.24% 2,710 $2.0M Reduce -0.4%
TRMB Trimble Inc. 0.23% 36,258 $1.9M Add +10.2%
SO The Southern Co. 0.21% 18,133 $1.7M Reduce -2.0%
GOOGL Alphabet Inc. Class A 0.21% 4,842 $1.7M Reduce -0.7%
XLU St Sr Utl SL SE SPDR ETF-Usd 0.21% 37,524 $1.7M Reduce -2.0%
XLRE SS Real Estate Select Sector 0.19% 35,843 $1.6M Reduce -0.4%
ADP Automatic Data Processing 0.19% 6,902 $1.5M Reduce -9.8%
RTX RTX Corp. 0.18% 7,655 $1.5M Reduce -3.9%
XLB SS Materials Select Sector 0.18% 28,380 $1.4M Add +1.3%
GE General Electric filed as GE AEROSPACE 0.17% 3,640 $1.4M Reduce -0.3%
BX Blackstone Inc. 0.16% 11,104 $1.3M Add +0.1%
ORCL Oracle Corp. 0.16% 8,816 $1.3M Add +1.7%
UNH Unitedhealth Group Inc. 0.16% 3,108 $1.3M Reduce -8.3%
CAT Caterpillar Inc. 0.15% 1,154 $1.2M Reduce -8.0%
GLW Corning Inc. 0.13% 4,295 $1.1M No change
IYW iShares Ustechnology ETF 0.13% 4,270 $1.1M Add +0.5%
SUB iShares Short-Term National 0.13% 9,715 $1.0M Reduce -23.8%
GEV GE Vernova Inc. 0.12% 807 $948K Reduce -0.3%
COP Conocophillips 0.11% 9,015 $937K Reduce -3.7%
ABT Abbott Laboratories 0.11% 10,048 $912K Reduce -2.1%
MRK Merck & Co. Inc. 0.11% 6,926 $890K Reduce -14.8%
EMR Emerson Electric Co. 0.11% 6,149 $880K Reduce -0.2%
COST Costco Wholesale Corp. 0.10% 924 $864K Reduce -9.6%
COF Capital One Financial Corp. 0.09% 3,689 $740K Add +2.9%
IJR iShares Core S&P Small-Cap E 0.08% 4,618 $685K Reduce -0.2%
IVV iShares Core S&P 500 ETF 0.08% 879 $658K Add +0.5%
MA Mastercard Inc. Class A 0.07% 1,139 $585K Reduce -0.7%
MU Micron Technology Inc. 0.07% 494 $570K New
NYF iShares New York Muni Bond E 0.07% 10,226 $551K Add +0.2%
LMT Lockheed Martin Corp. 0.06% 995 $507K Reduce -8.5%
VZ Verizon Communications Inc. 0.06% 11,869 $503K Reduce -0.2%
HUBB Hubbell Inc. 0.06% 900 $471K No change
SPYG SS SPDR P S&P 500 Growth ETF 0.06% 3,881 $462K Reduce -4.6%
CB Chubb Ltd. 0.05% 1,300 $443K Reduce -0.6%
EXR Extra Space Storage Inc. 0.05% 2,812 $409K Reduce -0.2%
ITW Illinois Tool Works 0.05% 1,430 $387K Reduce -0.9%
OSK Oshkosh Corp. 0.05% 2,456 $377K No change
VLO Valero Energy Corp. 0.05% 1,425 $371K No change
SPYM Ste STR SPDR PT S&P 500 ETF 0.04% 4,217 $371K Reduce -95.5%
BA The Boeing Co. 0.04% 1,687 $365K Reduce -0.3%
KO The Coca-Cola Co. 0.04% 4,469 $363K Reduce -0.0%
SYY Sysco Corp. 0.04% 4,258 $356K Reduce -2.6%
CVS CVS Health Corp. 0.04% 3,434 $355K Reduce -0.3%
NUV Nuveen Municipal Value 0.04% 36,714 $339K Reduce 0.0%
T AT&T Inc. 0.04% 16,204 $335K Reduce -3.3%
AMT American Tower Corp. 0.04% 2,034 $333K Reduce -22.9%
DIS The Walt Disney Co. filed as DISNEY WALT CO 0.04% 3,335 $321K Reduce -0.3%
PNC PNC Financial Services Group 0.04% 1,275 $314K No change
SPYV SS SPDR P S&P 500 Value ETF 0.04% 5,162 $314K Reduce -5.5%
IVW iShares S&P 500 Growth ETF 0.04% 2,097 $288K Add +1.1%
BFOR Barron's 400 ETF 0.03% 3,000 $287K No change
DHR Danaher Corp. 0.03% 1,434 $273K Reduce -95.7%
NOC Northrop Grumman Corp. 0.03% 525 $267K Reduce -31.4%
AMGN Amgen Inc. 0.03% 700 $253K No change
PFE Pfizer Inc. 0.03% 10,405 $251K Reduce -12.6%
GTLS Chart Industries Inc. 0.03% 1,121 $234K Reduce -20.9%
ED Consolidated Edison Inc. 0.03% 2,057 $228K No change
TXN Texas Instruments Inc. 0.03% 750 $224K New
BALL Ball Corp. 0.03% 3,500 $218K No change
DVN Devon Energy Corp. 0.03% 5,140 $212K New
BMY Bristol-Myers Squibb Co. 0.03% 3,620 $209K Reduce -6.9%
HSY The Hershey Co. 0.02% 1,168 $205K Reduce -0.3%
PLG Platinum Group Metals Ltd. 0.00% 13,150 $18K No change

Portfolio Sells Q1 2026 → Q2 2026
SPYM Ste STR SPDR PT S&P 500 ETF Reduce -95.5% 0.04% −0.88
ISRG Intuitive Surgical Inc. Reduce -1.2% 3.14% −0.79
DHR Danaher Corp. Reduce -95.7% 0.03% −0.78
CMG Chipotle Mexican Grill Inc. Sold out 0.00% −0.59
TTWO Take-Two Interactive Softwre Sold out 0.00% −0.48
PLD Prologis Inc. Sold out 0.00% −0.47
XOM Exxon Mobil Corp. Reduce -12.1% 0.91% −0.46
WY Weyerhaeuser Co. Sold out 0.00% −0.29
MSFT Microsoft Corp. Reduce -3.3% 2.97% −0.28
CRM Salesforce Inc. Reduce -7.9% 0.52% −0.20
MDT Medtronic PLC Reduce -0.1% 0.97% −0.18
NVDA Nvidia Corp. Reduce -10.5% 4.05% −0.16
PEP Pepsico Inc. Reduce -4.6% 0.50% −0.14
BKR Baker Hughes Co. Reduce -7.8% 0.50% −0.14
CVX Chevron Corp. Reduce -4.1% 0.35% −0.13
MCD McDonald's Corp. Reduce -0.6% 0.55% −0.13
META Meta Platforms Inc. Class A Reduce -3.2% 1.03% −0.12
AZO AutoZone Inc. Reduce -1.0% 0.82% −0.11
SLB SLB Ltd. Reduce -7.4% 0.35% −0.09
XLE SS Energy Select Sector Reduce -1.9% 0.34% −0.09
DUK Duke Energy Corp. Reduce -5.1% 0.52% −0.08
WMT Walmart Inc. Reduce -2.8% 0.41% −0.08
MRSH Marsh & McLennan Cos Reduce -3.6% 0.53% −0.08
NEE Nextera Energy Inc. Reduce -4.9% 0.41% −0.08
FLOT iShares Floating Rate Bond E Reduce -0.5% 1.07% −0.07
TMO Thermo Fisher Scientific Inc. Reduce -1.8% 0.92% −0.06
HD Home Depot Inc. Reduce -10.1% 0.55% −0.06
MDLZ Mondelez International Inc. Class A Reduce -9.8% 0.32% −0.06
SUB iShares Short-Term National Reduce -23.8% 0.13% −0.05
AFL Aflac Inc. Sold out 0.00% −0.05
CBRE CBRE Group Inc. Class A Reduce -2.2% 0.48% −0.05
COP Conocophillips Reduce -3.7% 0.11% −0.05
MELI MercadoLibre Inc. Reduce -0.2% 0.44% −0.04
DLR Digital Realty Trust Inc. Sold out 0.00% −0.04
NOC Northrop Grumman Corp. Reduce -31.4% 0.03% −0.04
CTRA Coterra Energy Inc. Sold out 0.00% −0.03
NSC Norfolk Southern Corp. Sold out 0.00% −0.03
PSX Phillips 66 Sold out 0.00% −0.03
SHW The Sherwin-Williams Co. Reduce -5.4% 0.54% −0.03
COST Costco Wholesale Corp. Reduce -9.6% 0.10% −0.03
ABT Abbott Laboratories Reduce -2.1% 0.11% −0.03
LMT Lockheed Martin Corp. Reduce -8.5% 0.06% −0.02
PG The Procter & Gamble Co. Reduce -3.0% 0.28% −0.02
RTX RTX Corp. Reduce -3.9% 0.18% −0.02
T AT&T Inc. Reduce -3.3% 0.04% −0.02
XLU St Sr Utl SL SE SPDR ETF-Usd Reduce -2.0% 0.21% −0.02
SO The Southern Co. Reduce -2.0% 0.21% −0.02
CSX CSX Corp. Reduce -11.6% 0.46% −0.02
AMT American Tower Corp. Reduce -22.9% 0.04% −0.02
MRK Merck & Co. Inc. Reduce -14.8% 0.11% −0.02

Portfolio Buys Q1 2026 → Q2 2026
MPC Marathon Petroleum Corp. Add +1490.4% 0.70% +0.65
THC Tenet Healthcare Corp. New 0.60% +0.60
NEM Newmont Corp. New 0.54% +0.54
JLL Jones Lang Lasalle Inc. New 0.50% +0.50
ALL Allstate Corp. New 0.36% +0.36
IBM Intl Business Machines Corp. Add +4.5% 1.04% +0.13
SPSM SS SPDR P S&P 600 Small Cap Add +0.0% 1.07% +0.11
MU Micron Technology Inc. New 0.07% +0.07
XLI SS Industrial Select Sector Add +1.1% 0.88% +0.07
IYW iShares Ustechnology ETF Add +0.5% 0.13% +0.03
TXN Texas Instruments Inc. New 0.03% +0.03
DVN Devon Energy Corp. New 0.03% +0.03
XLF SS Financial Select Sector Add +0.1% 1.28% +0.02
SPMD SS SPDR P S&P 400 Midcap ETF Add +0.6% 0.28% +0.02
XLY SS Consumer Disc Select Sect Add +0.0% 1.00% +0.01
IVV iShares Core S&P 500 ETF Add +0.5% 0.08% +0.01
COF Capital One Financial Corp. Add +2.9% 0.09% +0.01
IVW iShares S&P 500 Growth ETF Add +1.1% 0.04% +0.00
NYF iShares New York Muni Bond E Add +0.2% 0.07% −0.00
XLB SS Materials Select Sector Add +1.3% 0.18% −0.01
BX Blackstone Inc. Add +0.1% 0.16% −0.01
ORCL Oracle Corp. Add +1.7% 0.16% −0.01
SCHW Schwab (charles) Corp. Add +6.5% 0.60% −0.01
XLP SS Consumer Staples Sel Sect Add +0.1% 0.51% −0.03
NOW ServiceNow Inc. Add +4.2% 0.45% −0.04
TRMB Trimble Inc. Add +10.2% 0.23% −0.05
XLC SS Comm Select Sector SPDR Add +4.2% 0.92% −0.05
ADBE Adobe Inc. Add +3.7% 0.35% −0.08
NFLX Netflix Inc. Add +7.4% 0.40% −0.13
SPSB SS SPDR P St C Corp. ETF Add +1.4% 4.30% −0.23
SPIB SS SPDR P Int C Corp. ETF Add +2.1% 5.45% −0.26

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