Orange Investment Advisors, Inc.

CIK

943442

Location

GOSHEN, NY

Portfolio Value

Small $564,425,823

Diversification

Diversified

Filing Date

Global Rank

#2,159 / 8,232 ▼ 97

Top Industry

Drug Manufacturers - General 9.7%

3Y Alpha vs SPY

-4.3%

Period ended 2 months ago

Filed Apr 22, 2026 · 53d

25 quarters · since Mar 2020

Clone Performance

Jun 2023–Jun 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+58.2%

SPY

+76.3%

Annualised alpha

-4.3%

Max drawdown

−20.1%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

118 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

7.0%

−0.1 pts

Top 5

28.6%

−0.1 pts

Top 10

43.7%

−0.1 pts

HHI

272

Diversified−1

Portfolio Trend

25 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Technology	29.1%	$164,110,114	17
Healthcare	19.6%	$110,756,372	15
Financial Services	17.1%	$96,694,259	17
Consumer Cyclical	8.3%	$46,853,509	8
Industrials	7.2%	$40,470,715	21
Energy	4.4%	$24,957,744	9
Communication Services	3.5%	$19,513,127	7
Unclassified	2.9%	$16,099,169	3
Consumer Defensive	2.8%	$16,020,385	8
Real Estate	2.0%	$11,031,695	6
Utilities	1.9%	$10,479,393	4
Basic Materials	1.3%	$7,439,341	3

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

3 positions

Ticker	Company	Δ Shares	Shares	Value
NOW	ServiceNow, Inc.	+4,261	35,955	$3,759,095
CB	Chubb Ltd	+219	1,308	$426,316
MDY	Spdr S&P Midcap 400 ETF Trust	+194	4,532	$2,795,156
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
NVDA	Nvidia Corp	−49,364	185,997	$32,437,876
OBT	Orange County Bancorp, Inc. /DE/	−40,127	1,061,490	$33,946,450
CMG	Chipotle Mexican Grill Inc	−38,211	141,260	$4,521,732
CSX	Csx Corp	−26,338	90,253	$3,704,885
BKR	Baker Hughes Co	−22,873	79,680	$4,864,464
FLR	Fluor Corp	−22,345	113,309	$5,285,864
SLB	Slb Limited/Nv	−21,680	66,313	$3,407,825
XOM	Exxon Mobil Corp	−19,905	62,373	$10,582,203
AVGO	Broadcom Inc.	−16,345	36,578	$11,321,256
ADBE	Adobe Inc.	−15,998	13,543	$3,292,032
UNH	Unitedhealth Group Inc	−14,792	3,390	$917,300
AAPL	Apple Inc.	−14,333	96,843	$24,577,784
AMZN	Amazon Com Inc	−12,032	79,925	$16,645,979
CIEN	Ciena Corp	−11,996	37,872	$14,703,046
CSCO	Cisco Systems, Inc.	−11,075	87,379	$6,779,736
SBUX	Starbucks Corp	−10,980	50,694	$4,541,675
BAC	Bank Of America Corp /De/	−10,977	50,637	$2,468,553
SCHW	Schwab Charles Corp	−10,253	50,545	$4,750,219
WY	Weyerhaeuser Co	−9,623	90,994	$2,222,983
NEE	Nextera Energy Inc	−9,247	40,893	$3,798,141
MS	Morgan Stanley	−8,640	43,748	$7,199,608
JPM	Jpmorgan Chase & Co	−7,799	45,361	$13,343,391
APH	Amphenol Corp /De/	−6,836	35,269	$4,456,238
MDLZ	Mondelez International, Inc.	−6,812	51,173	$2,949,611
T	At&T Inc.	−6,338	16,763	$485,959
No positions match the current search.

New Positions

Positions the filer opened this quarter

3 positions

Ticker	Company	Shares	Value
CTRA	Coterra Energy Inc.	7,476	$262,706
PSX	Phillips 66	1,158	$210,964
BALL	BALL Corp	3,500	$206,885
No positions match the current search.

Sold Out

Positions the filer fully exited

7 positions

Ticker	Company	Shares	Value
OWL	Blue Owl Capital Inc.	243,004	$3,630,479
CMC	COMMERCIAL METALS Co	14,610	$1,011,304
CSW	Csw Industrials, Inc.	3,212	$942,818
ALB	Albemarle Corp	2,175	$307,632
HON	Honeywell International Inc	1,306	$254,787
TSLA	Tesla, Inc.	525	$236,103
BCPC	Balchem Corp	1,493	$228,966
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

118 positions · $564,425,823 total · as of Mar 31, 2026

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

Showing 1–50 of 118 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	42,838	-2,656	$39,401,107	−19.4%	6.98%
OBT	Orange County Bancorp, Inc. /DE/ Financial Services	Reduced	1,061,490	-40,127	$33,946,450	+7.9%	6.01%
NVDA	Nvidia Corp Technology	Reduced	185,997	-49,364	$32,437,876	−26.1%	5.75%
ISRG	Intuitive Surgical Inc Healthcare	Reduced	65,812	-200	$30,338,673	−18.9%	5.38%
MSFT	Microsoft Corp Technology	Reduced	67,754	-6,065	$25,080,498	−29.7%	4.44%
AAPL	Apple Inc. Technology	Reduced	96,843	-14,333	$24,577,784	−18.7%	4.35%
AMZN	Amazon Com Inc Consumer Cyclical	Reduced	79,925	-12,032	$16,645,979	−21.6%	2.95%
KLAC	Kla Corp Technology	Reduced	10,952	-2,909	$16,125,834	−4.3%	2.86%
CIEN	Ciena Corp Technology	Reduced	37,872	-11,996	$14,703,046	+26.1%	2.60%
JPM	Jpmorgan Chase & Co Financial Services	Reduced	45,361	-7,799	$13,343,391	−22.1%	2.36%
SPY	Spdr S&P 500 ETF Trust	Reduced	18,043	-796	$11,734,084	−8.7%	2.08%
AVGO	Broadcom Inc. Technology	Reduced	36,578	-16,345	$11,321,256	−38.2%	2.01%
XOM	Exxon Mobil Corp Energy	Reduced	62,373	-19,905	$10,582,203	+6.9%	1.87%
AXP	American Express Co Financial Services	Reduced	34,968	-1,480	$10,577,120	−21.6%	1.87%
ABBV	AbbVie Inc. Healthcare	Reduced	45,652	-3,094	$9,928,853	−10.9%	1.76%
V	Visa Inc. Financial Services	Reduced	29,846	-2,889	$9,020,655	−21.4%	1.60%
META	Meta Platforms, Inc. Communication Services	Reduced	15,513	-3,831	$8,875,452	−30.5%	1.57%
MDT	Medtronic plc Healthcare	Reduced	101,740	-669	$8,815,771	−10.4%	1.56%
TMO	Thermo Fisher Scientific Inc. Healthcare	Reduced	15,402	-2,231	$7,570,545	−25.9%	1.34%
AZO	Autozone Inc Consumer Cyclical	Reduced	2,138	-273	$7,221,693	−11.7%	1.28%
MS	Morgan Stanley Financial Services	Reduced	43,748	-8,640	$7,199,608	−22.6%	1.28%
IBM	International Business Machines Corp Technology	Reduced	29,194	-1,764	$7,076,333	−22.8%	1.25%
CSCO	Cisco Systems, Inc. Technology	Reduced	87,379	-11,075	$6,779,736	−10.6%	1.20%
DHR	Danaher Corp /De/ Healthcare	Reduced	32,928	-1,799	$6,243,148	−21.5%	1.11%
CRM	Salesforce, Inc. Technology	Reduced	29,917	-1,592	$5,584,606	−33.1%	0.99%
GWW	W.W. Grainger, Inc. Industrials	Reduced	5,112	-906	$5,576,221	−8.2%	0.99%
FLR	Fluor Corp Industrials	Reduced	113,309	-22,345	$5,285,864	−1.7%	0.94%
MCD	Mcdonalds Corp Consumer Cyclical	Reduced	16,892	-265	$5,249,864	+0.1%	0.93%
URI	United Rentals, Inc. Industrials	Reduced	6,911	-1,276	$5,035,078	−24.0%	0.89%
PEP	Pepsico Inc Consumer Defensive	Reduced	31,869	-5,127	$4,948,937	−6.8%	0.88%
PWR	Quanta Services, Inc. Industrials	Reduced	8,886	-2,540	$4,878,591	+1.2%	0.86%
BKR	Baker Hughes Co Energy	Reduced	79,680	-22,873	$4,864,464	+4.2%	0.86%
SCHW	Schwab Charles Corp Financial Services	Reduced	50,545	-10,253	$4,750,219	−21.8%	0.84%
HD	Home Depot, Inc. Consumer Cyclical	Reduced	14,390	-2,965	$4,732,727	−20.7%	0.84%
MRSH	Marsh & Mclennan Companies, Inc. Financial Services	Reduced	27,253	-5,444	$4,727,032	−22.1%	0.84%
DUK	Duke Energy CORP Utilities	Reduced	35,603	-5,499	$4,661,856	−3.2%	0.83%
SBUX	Starbucks Corp Consumer Cyclical	Reduced	50,694	-10,980	$4,541,675	−12.6%	0.80%
CMG	Chipotle Mexican Grill Inc Consumer Cyclical	Reduced	141,260	-38,211	$4,521,732	−31.9%	0.80%
APH	Amphenol Corp /De/ Technology	Reduced	35,269	-6,836	$4,456,238	−21.7%	0.79%
SHW	Sherwin Williams Co Basic Materials	Reduced	13,709	-2,168	$4,394,419	−14.6%	0.78%
GS	Goldman Sachs Group Inc Financial Services	Reduced	5,025	-1,276	$4,251,099	−23.2%	0.75%
NFLX	Netflix Inc Communication Services	Reduced	42,662	-3,184	$4,101,951	−4.6%	0.73%
CBRE	Cbre Group, Inc. Real Estate	Reduced	30,179	-2,957	$4,088,047	−23.3%	0.72%
WMT	Walmart Inc. Consumer Defensive	Reduced	30,872	-1,072	$3,836,772	+7.8%	0.68%
NEE	Nextera Energy Inc Utilities	Reduced	40,893	-9,247	$3,798,141	−5.6%	0.67%
NOW	ServiceNow, Inc. Technology	Added	35,955	+4,261	$3,759,095	−22.6%	0.67%
MELI	Mercadolibre Inc Consumer Cyclical	Reduced	2,159	-57	$3,732,954	−16.4%	0.66%
TTWO	Take Two Interactive Software Inc Communication Services	Reduced	18,878	-2,604	$3,728,405	−32.2%	0.66%
CSX	Csx Corp Industrials	Reduced	90,253	-26,338	$3,704,885	−12.3%	0.66%
CVX	Chevron Corp Energy	Reduced	17,876	-665	$3,698,544	+30.9%	0.66%