Orange Investment Advisors, Inc.

Registered adviser

CIK

943442

Location

GOSHEN, NY

Portfolio Value

Small $777,340,966

Diversification

Diversified

Filing Date

Global Rank

#2,846 / 8,818 ▼ 111 · as of Jun 2026

Top Industry

Drug Manufacturers - General 10.6%

Period ended 28 days ago

Filed Oct 23, 2026 · 5d

27 quarters · since Mar 2020

Regulatory profile

From Form ADV, the SEC filer profile, 13D/13G type codes and N-CEN, never from the name.

Holder type

Registered adviser

Form ADV roster, Oct 1, 2026

Form ADV adviser

CRD 107387

Roster of Oct 1, 2026

Regulatory AUM

$1,668,397,741

Main clients

Individuals and high net worth (76% of AUM)

Registered funds advised

1 series (0 index, 0 ETFs)

$66,095,866 net assets· N-CEN Feb 28, 2026

Form ADV history

Monthly rosters from Dec 2019; each row is a run with the same figures, newest first.

Rosters	Regulatory AUM	Main clients
Apr 2026 to Oct 2026	$1,668,397,741	Individuals and high net worth (76%)
Apr 2025 to Mar 2026	$1,650,937,707	Individuals and high net worth (82%)
Apr 2024 to Mar 2025	$1,404,856,489	Individuals and high net worth (81%)
May 2023 to Mar 2024	$1,124,334,318	Individuals and high net worth (84%)
Apr 2023	$1,124,334,318	Individuals and high net worth (84%)
Apr 2022 to Mar 2023	$999,926,571	Individuals and high net worth (78%)

3 earlier changes not shown.

Portfolio style

Measured from the filed 13F common-share book for Jun 30, 2026, the newest measured quarter, never from the firm's own description.

Style

Diversified active

Top 10 weight 49.6%, 28.4 effective positions, active share 62.0% against the S&P 500 as of 2026-06-30; it meets none of the index-like, systematic-like or concentrated tests

Turnover

Low turnover

6.2% over the last four quarters (under 30%)

Horizon

Long horizon

Value-weighted holding period 22.0 quarters (12+), a floor since 52.6% of the book was already held when coverage starts

Closest benchmark: the S&P 500 as of 2026-06-30, active share 62.0%; sector active share 19.9% against the combined 13F book's sector weights.

Over time 26 measured quarters

How the bands are measured

Style bands measure the filed 13F common-share book each closed quarter, tested in this order. Unknown: under $10,000,000 of valued equity or 5 stocks. Index-like (100+ stocks): active share of 20% or less against the closest benchmark, which is the S&P 500, S&P MidCap 400, S&P SmallCap 600, Russell 1000, Russell 2000, Nasdaq-100 or Dow Jones Industrial Average (weighted by an index-tracking fund's reported holdings or the index's constituents nearest the quarter end, over the names resolved to companies, and only when those are 90%+ of its weight) or every 13F filer's combined book, or index series holding 80%+ of the registered fund assets it advises (N-CEN) and equal to 50%+ of its book. Systematic-like: 500+ stocks, 100%+ annual turnover and a top 10 weight of 25% or less. Concentrated: a top 10 weight of 60%+ or 12 or fewer effective positions. Diversified active: none of these. Turnover is the smaller of buys and sells over average equity value, summed over four quarters: low under 30%, high 100%+. Horizon is the value-weighted number of quarters each position has been held: short under 4, long 12+.

Clone Performance

Build a hypothetical price-return history from this filer's public 13F holdings.

View clone backtest

Portfolio Concentration

137 tracked positions · as of Sep 30, 2026 · Δ vs Jun 30, 2026

Top Position

10.8%

+0.6 pts

Top 5

35.7%

+1.9 pts

Top 10

52.8%

+3.2 pts

HHI

388

Diversified+36

Portfolio Trend

27 quarters · across all stocks

Sector Breakdown

As of Sep 30, 2026

Sector	% Portfolio	Value	Positions
Unclassified	24.3%	$188,934,756	29
Technology	23.4%	$181,745,956	17
Healthcare	15.2%	$117,981,337	16
Financial Services	13.1%	$101,832,652	18
Communication Services	5.6%	$43,578,179	7
Consumer Cyclical	4.9%	$38,427,468	5
Industrials	4.5%	$34,739,535	19
Energy	3.7%	$28,705,322	9
Consumer Defensive	1.7%	$12,856,758	6
Basic Materials	1.5%	$11,935,568	4
Real Estate	1.1%	$8,405,126	4
Utilities	1.1%	$8,198,309	3

Last Quarter's Activity

Export CSV

Sep 30, 2026 vs Jun 30, 2026

Added To

Positions the filer increased

23 positions

Ticker	Company	Δ Shares	Shares	Value
SPIB	State Street(R) SPDR(R) Portfolio Intermediate Term Corporate Bond ETF	+42,831	1,382,436	$44,625,034
SPSB	State Street(R) SPDR(R) Portfolio Short Term Corporate Bond ETF	+36,354	1,216,752	$36,003,691
APH	Amphenol Corp	+23,997	56,233	$4,740,441
NFLX	Netflix Inc	+11,277	57,081	$3,971,695
BFOR	Barrons 400 ETF	+9,000	12,000	$275,280
AMZN	Amazon Com Inc	+5,038	79,191	$19,730,437
ALL	Allstate Corp	+4,991	17,532	$3,889,649
FLOT	iShares Floating Rate Bond ETF	+4,705	177,284	$9,050,348
META	Meta Platforms, Inc.	+2,420	17,436	$12,644,238
MU	Micron Technology Inc	+2,362	2,856	$3,041,954
COST	Costco Wholesale Corp	+2,318	3,242	$2,951,322
XLC	State Street(R) Communication Services Select Sector SPDR(R) ETF	+2,180	72,846	$8,083,720
GOOG	Alphabet Inc.	+862	70,410	$23,991,503
IBM	International Business Machines Corp	+749	31,252	$6,873,252
AZO	Autozone Inc	+609	2,726	$7,714,634
VZ	Verizon Communications Inc	+557	12,426	$569,980
GNRC	Generac Holdings Inc.	+259	8,393	$1,736,931
SPMD	State Street(R) SPDR(R) Portfolio S&P 400(TM) Mid Cap ETF	+151	33,878	$2,135,669
XLY	State Street(R) Consumer Discretionary Select Sector SPDR(R) ETF	+90	70,090	$7,628,595
MCD	Mcdonalds Corp	+39	16,835	$3,887,874
JLL	Jones Lang Lasalle Inc	+36	13,273	$4,055,166
GE	General Electric Co	+26	3,666	$1,144,855
GEV	GE Vernova Inc.	+6	813	$772,748
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
FLR	Fluor Corp	−101,361	4,614	$220,918
XLF	State Street Corp	−8,393	187,806	$0
NVDA	Nvidia Corp	−7,606	158,797	$36,266,058
NEM	NEWMONT Corp	−7,206	39,992	$4,612,677
XLK	State Street(R) Technology Select Sector SPDR(R) ETF	−6,696	176,670	$34,583,152
MDT	Medtronic plc	−6,000	95,692	$8,257,262
SCHW	Schwab Charles Corp	−5,668	48,162	$4,707,353
AXP	American Express Co	−4,908	28,153	$8,561,327
KLAC	Kla Corp	−4,336	86,862	$16,932,009
CSX	Csx Corp	−3,836	75,942	$3,532,062
AAPL	Apple Inc.	−3,243	87,038	$28,985,394
MPC	Marathon Petroleum Corp	−3,087	19,290	$7,627,651
XLV	State Street(R) Health Care Select Sector SPDR(R) ETF	−3,067	47,097	$7,932,076
CRM	Salesforce, Inc.	−2,829	24,720	$5,674,970
—		−2,789	150,608	$0
BKR	Baker Hughes Co	−2,623	70,863	$3,890,378
MSFT	Microsoft Corp	−2,502	63,045	$32,335,780
V	Visa Inc.	−2,482	26,167	$9,402,588
SLB	Slb Limited	−2,356	59,073	$2,878,036
ABBV	AbbVie Inc.	−2,318	43,265	$11,317,691
THC	Tenet Healthcare Corp	−2,286	23,933	$6,116,317
—		−2,201	48,508	$0
JPM	Jpmorgan Chase & Co	−2,173	40,894	$13,528,962
XLE	State Street(R) Energy Select Sector SPDR(R) ETF	−2,016	49,971	$3,073,216
XOM	ExxonMobil Holdings Corp	−1,605	53,247	$8,665,949
No positions match the current search.

New Positions

Positions the filer opened this quarter

3 positions

Ticker	Company	Shares	Value
AVDV	Avantis International Small Cap Value ETF	40,815	$4,464,344
SAN	Banco Santander, S.A.	74,401	$1,028,965
PSX	Phillips 66	1,024	$261,437
No positions match the current search.

Sold Out

Positions the filer fully exited

9 positions

Ticker	Company	Shares	Value
SBUX	Starbucks Corp	48,419	$4,947,937
NOW	ServiceNow, Inc.	37,453	$3,718,333
—		36,210	$2,767,168
MDLZ	Mondelez International, Inc.	46,158	$2,669,778
TRMB	Trimble Inc.	36,258	$1,855,684
—		1,121	$234,222
ED	Consolidated Edison Inc	2,057	$227,565
BALL	BALL Corp	3,500	$218,400
HSY	Hershey Co	1,168	$204,925
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

137 tracked positions · $777,340,966 total · filing declares 137 positions · $801,749,732 · as of Sep 30, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Real Estate Technology Utilities

Showing 1–50 of 137 positions by value · page 1 of 3

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
LLY	ELI LILLY & Co Healthcare	Reduced	40,985	-483	$47,422,923	−4.7%	6.10%
SPIB	State Street(R) SPDR(R) Portfolio Intermediate Term Corporate Bond ETF	Added	1,382,436	+42,831	$44,625,034	−0.4%	5.74%
OBT	Orange County Bancorp, Inc. Financial Services	Held	1,060,922	0	$39,201,067	+0.5%	5.04%
NVDA	Nvidia Corp Technology	Reduced	158,797	-7,606	$36,266,058	+8.9%	4.67%
SPSB	State Street(R) SPDR(R) Portfolio Short Term Corporate Bond ETF	Added	1,216,752	+36,354	$36,003,691	+1.6%	4.63%
XLK	State Street(R) Technology Select Sector SPDR(R) ETF	Reduced	176,670	-6,696	$34,583,152	−1.0%	4.45%
MSFT	Microsoft Corp Technology	Reduced	63,045	-2,502	$32,335,780	+32.3%	4.16%
AAPL	Apple Inc. Technology	Reduced	87,038	-3,243	$28,985,394	+11.0%	3.73%
ISRG	Intuitive Surgical Inc Healthcare	Held	65,012	0	$26,435,829	+2.3%	3.40%
GOOG	Alphabet Inc. Communication Services	Added	70,410	+862	$23,991,503	−2.4%	3.09%
AMZN	Amazon Com Inc Consumer Cyclical	Added	79,191	+5,038	$19,730,437	+11.6%	2.54%
KLAC	Kla Corp Technology	Reduced	86,862	-4,336	$16,932,009	−38.5%	2.18%
JPM	Jpmorgan Chase & Co Financial Services	Reduced	40,894	-2,173	$13,528,962	−4.0%	1.74%
META	Meta Platforms, Inc. Communication Services	Added	17,436	+2,420	$12,644,238	+49.5%	1.63%
SPY	Spdr S&P 500 ETF Trust	Reduced	16,577	-1,270	$12,642,117	−5.1%	1.63%
ABBV	AbbVie Inc. Healthcare	Reduced	43,265	-2,318	$11,317,691	−1.3%	1.46%
AVGO	Broadcom Inc. Technology	Reduced	31,903	-165	$11,204,014	−7.5%	1.44%
CIEN	Ciena Corp Technology	Reduced	31,785	-392	$11,182,598	−29.2%	1.44%
TMO	Thermo Fisher Scientific Inc. Healthcare	Reduced	14,460	-659	$9,761,223	+28.8%	1.26%
V	Visa Inc. Financial Services	Reduced	26,167	-2,482	$9,402,588	−4.3%	1.21%
AMD	Advanced Micro Devices Inc Technology	Reduced	14,806	-79	$9,057,718	+4.8%	1.17%
FLOT	iShares Floating Rate Bond ETF	Added	177,284	+4,705	$9,050,348	+2.7%	1.16%
XOM	ExxonMobil Holdings Corp Energy	Reduced	53,247	-1,605	$8,665,949	+15.6%	1.11%
AXP	American Express Co Financial Services	Reduced	28,153	-4,908	$8,561,327	−23.4%	1.10%
CSCO	Cisco Systems, Inc. Technology	Reduced	78,205	-572	$8,417,204	−9.0%	1.08%
MDT	Medtronic plc Healthcare	Reduced	95,692	-6,000	$8,257,262	+3.8%	1.06%
XLC	State Street(R) Communication Services Select Sector SPDR(R) ETF	Added	72,846	+2,180	$8,083,720	+6.8%	1.04%
XLV	State Street(R) Health Care Select Sector SPDR(R) ETF	Reduced	47,097	-3,067	$7,932,076	−0.3%	1.02%
AZO	Autozone Inc Consumer Cyclical	Added	2,726	+609	$7,714,634	+14.0%	0.99%
XLY	State Street(R) Consumer Discretionary Select Sector SPDR(R) ETF	Added	70,090	+90	$7,628,595	−7.1%	0.98%
MPC	Marathon Petroleum Corp Energy	Reduced	19,290	-3,087	$7,627,651	+33.3%	0.98%
MS	Morgan Stanley Financial Services	Reduced	38,411	-1,280	$7,224,340	−12.9%	0.93%
IBM	International Business Machines Corp Technology	Added	31,252	+749	$6,873,252	−19.9%	0.88%
XLI	State Street(R) Industrial Select Sector SPDR(R) ETF	Reduced	38,870	-322	$6,490,512	−10.6%	0.83%
THC	Tenet Healthcare Corp Healthcare	Reduced	23,933	-2,286	$6,116,317	+24.7%	0.79%
URI	United Rentals, Inc. Industrials	Reduced	6,070	-288	$6,074,734	−15.7%	0.78%
GWW	W.W. Grainger, Inc. Industrials	Reduced	4,592	-163	$5,720,529	−11.6%	0.74%
CRM	Salesforce, Inc. Technology	Reduced	24,720	-2,829	$5,674,970	+31.5%	0.73%
APH	Amphenol Corp Technology	Added	56,233	+23,997	$4,740,441	−16.6%	0.61%
SCHW	Schwab Charles Corp Financial Services	Reduced	48,162	-5,668	$4,707,353	−5.2%	0.61%
NEM	NEWMONT Corp Basic Materials	Reduced	39,992	-7,206	$4,612,677	+4.6%	0.59%
AVDV	Avantis International Small Cap Value ETF	NEW	40,815	NEW	$4,464,344	NEW	0.57%
MRSH	Marsh & Mclennan Companies, Inc. Financial Services	Reduced	24,788	-1,480	$4,232,055	−3.3%	0.54%
PWR	Quanta Services, Inc. Industrials	Reduced	6,580	-697	$4,227,715	−19.3%	0.54%
JLL	Jones Lang Lasalle Inc Real Estate	Added	13,273	+36	$4,055,166	−1.2%	0.52%
SHW	Sherwin Williams Co Basic Materials	Reduced	12,322	-642	$3,983,332	−10.8%	0.51%
NFLX	Netflix Inc Communication Services	Added	57,081	+11,277	$3,971,695	+21.4%	0.51%
GS	Goldman Sachs Group Inc Financial Services	Reduced	4,331	-302	$3,899,459	−16.8%	0.50%
BKR	Baker Hughes Co Energy	Reduced	70,863	-2,623	$3,890,378	−4.6%	0.50%
ALL	Allstate Corp Financial Services	Added	17,532	+4,991	$3,889,649	+30.3%	0.50%

Showing the top 50 of 137 positions. Create a free account to see every position, past quarters, search, filters and CSV export.

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.