Orange Investment Advisors, Inc.

CIK

943442

Location

GOSHEN, NY

Portfolio Value

Small $604,394,110

Diversification

Diversified

Filing Date

Global Rank

#2,495 / 8,517 ▼ 8

Top Industry

Drug Manufacturers - General 11.1%

3Y Alpha vs SPY

+55.0%

Period ended 47 days ago

Filed Jul 21, 2026 · 26d

26 quarters · since Mar 2020

Clone Performance

Aug 2023–Aug 2026 · vs SPY

Hypothetical growth of buying every stock this filer reported holding, rebalancing on each filing and indexed to the same start. Option positions cannot be bought this way and are left out.

Cloned portfolio

+444.8%

SPY

+76.6%

Annualised alpha

+55.1%

Max drawdown

−19.7%

Estimate. 13F holdings are quarter-lagged, so the clone rebalances about 45 days after each period end — when the filing becomes public — and it excludes option and short positions. Returns use comparable raw closes and exclude dividends; a captured split can shorten the simulated window. It tracks 100% of reported value on average across 13 quarters. Past performance does not predict future results.

Portfolio Concentration

116 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026

Top Position

8.2%

+1.5 pts

Top 5

29.1%

+1.4 pts

Top 10

45.3%

+1.2 pts

HHI

290

Diversified+19

Portfolio Trend

26 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Technology	31.3%	$188,942,057	19
Healthcare	19.2%	$116,103,503	16
Financial Services	18.0%	$108,650,856	17
Industrials	7.5%	$45,576,270	20
Consumer Cyclical	7.0%	$42,368,152	7
Energy	4.1%	$24,516,303	8
Unclassified	3.1%	$18,501,641	3
Communication Services	2.4%	$14,618,100	6
Consumer Defensive	2.4%	$14,308,471	8
Basic Materials	2.0%	$12,335,528	4
Utilities	1.6%	$9,652,819	4
Real Estate	1.5%	$8,820,410	4

Last Quarter's Activity

Export CSV

Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

11 positions

Ticker	Company	Δ Shares	Shares	Value
KLAC	Kla Corp	+80,246	91,198	$27,515,348
MPC	Marathon Petroleum Corp	+20,970	22,377	$5,721,127
TRMB	Trimble Inc.	+3,346	36,258	$1,855,684
SCHW	Schwab Charles Corp	+3,285	53,830	$4,966,894
NFLX	Netflix Inc	+3,142	45,804	$3,270,405
NOW	ServiceNow, Inc.	+1,498	37,453	$3,718,333
IBM	International Business Machines Corp	+1,309	30,503	$8,577,748
ADBE	Adobe Inc.	+498	14,041	$2,878,685
ORCL	Oracle Corp	+146	8,816	$1,291,984
COF	Capital One Financial Corp	+105	3,689	$740,087
BX	Blackstone Inc.	+17	11,104	$1,306,607
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
GOOGL	Alphabet Inc.	−77,073	4,842	$1,730,385
DHR	Danaher Corp /De/	−31,494	1,434	$273,148
NVDA	Nvidia Corp	−19,594	166,403	$33,295,576
CSX	Csx Corp	−10,475	79,778	$3,791,848
CSCO	Cisco Systems, Inc.	−8,602	78,777	$9,253,146
XOM	ExxonMobil Holdings Corp	−7,521	54,852	$7,499,365
FLR	Fluor Corp	−7,334	105,975	$5,552,030
AAPL	Apple Inc.	−6,562	90,281	$26,123,710
BKR	Baker Hughes Co	−6,194	73,486	$4,078,473
AMZN	Amazon Com Inc	−5,772	74,153	$17,673,626
CIEN	Ciena Corp	−5,695	32,177	$15,784,749
MDLZ	Mondelez International, Inc.	−5,015	46,158	$2,669,778
SLB	Slb Limited/Nv	−4,884	61,429	$2,855,834
AVGO	Broadcom Inc.	−4,510	32,068	$12,113,687
MS	Morgan Stanley	−4,057	39,691	$8,297,006
APH	Amphenol Corp /De/	−3,033	32,236	$5,683,851
BAC	Bank Of America Corp /De/	−2,988	47,649	$2,715,040
NUE	Nucor Corp	−2,400	15,469	$3,445,719
CRM	Salesforce, Inc.	−2,368	27,549	$4,315,826
JPM	Jpmorgan Chase & Co	−2,294	43,067	$14,097,121
SBUX	Starbucks Corp	−2,275	48,419	$4,947,937
MSFT	Microsoft Corp	−2,207	65,547	$24,450,341
NEE	Nextera Energy Inc	−1,993	38,900	$3,414,253
AXP	American Express Co	−1,907	33,061	$11,182,883
DUK	Duke Energy CORP	−1,826	33,777	$4,275,492
No positions match the current search.

New Positions

Positions the filer opened this quarter

7 positions

Ticker	Company	Shares	Value
THC	Tenet Healthcare Corp	26,219	$4,905,050
NEM	NEWMONT Corp /DE/	47,198	$4,408,293
JLL	Jones Lang Lasalle Inc	13,237	$4,102,808
ALL	Allstate Corp	12,541	$2,984,005
MU	Micron Technology Inc	494	$570,219
TXN	Texas Instruments Inc	750	$223,552
DVN	Devon Energy Corp/De	5,140	$212,384
No positions match the current search.

Sold Out

Positions the filer fully exited

10 positions

Ticker	Company	Shares	Value
CMG	Chipotle Mexican Grill Inc	141,260	$4,521,732
TTWO	Take Two Interactive Software Inc	18,878	$3,728,405
PLD	Prologis, Inc.	27,366	$3,617,237
WY	Weyerhaeuser Co	90,994	$2,222,983
XLB	State Street Materials Select Sector SPDR ETF	28,013	$1,399,809
AFL	Aflac Inc	3,399	$372,904
DLR	Digital Realty Trust, Inc.	1,545	$278,424
NSC	Norfolk Southern Corp	804	$230,748
PSX	Phillips 66	1,158	$210,964
CTRA	Coterra Energy Inc.	7,476	$0
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

116 tracked positions · $604,394,110 total · as of Jun 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 116 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	41,468	-1,370	$49,737,967	+26.2%	8.23%
OBT	Orange County Bancorp, Inc. /DE/ Financial Services	Reduced	1,060,922	-568	$39,020,711	+14.9%	6.46%
NVDA	Nvidia Corp Technology	Reduced	166,403	-19,594	$33,295,576	+2.6%	5.51%
KLAC	Kla Corp Technology	Added	91,198	+80,246	$27,515,348	+70.6%	4.55%
AAPL	Apple Inc. Technology	Reduced	90,281	-6,562	$26,123,710	+6.3%	4.32%
ISRG	Intuitive Surgical Inc Healthcare	Reduced	65,012	-800	$25,853,972	−14.8%	4.28%
MSFT	Microsoft Corp Technology	Reduced	65,547	-2,207	$24,450,341	−2.5%	4.05%
AMZN	Amazon Com Inc Consumer Cyclical	Reduced	74,153	-5,772	$17,673,626	+6.2%	2.92%
CIEN	Ciena Corp Technology	Reduced	32,177	-5,695	$15,784,749	+7.4%	2.61%
JPM	Jpmorgan Chase & Co Financial Services	Reduced	43,067	-2,294	$14,097,121	+5.6%	2.33%
SPY	Spdr S&P 500 ETF Trust	Reduced	17,847	-196	$13,327,604	+13.6%	2.21%
AVGO	Broadcom Inc. Technology	Reduced	32,068	-4,510	$12,113,687	+7.0%	2.00%
ABBV	AbbVie Inc. Healthcare	Reduced	45,583	-69	$11,470,506	+15.5%	1.90%
AXP	American Express Co Financial Services	Reduced	33,061	-1,907	$11,182,883	+5.7%	1.85%
V	Visa Inc. Financial Services	Reduced	28,649	-1,197	$9,829,185	+9.0%	1.63%
CSCO	Cisco Systems, Inc. Technology	Reduced	78,777	-8,602	$9,253,146	+36.5%	1.53%
AMD	Advanced Micro Devices Inc Technology	Reduced	14,885	-1,608	$8,646,845	+157.7%	1.43%
IBM	International Business Machines Corp Technology	Added	30,503	+1,309	$8,577,748	+21.2%	1.42%
META	Meta Platforms, Inc. Communication Services	Reduced	15,016	-497	$8,458,362	−4.7%	1.40%
MS	Morgan Stanley Financial Services	Reduced	39,691	-4,057	$8,297,006	+15.2%	1.37%
MDT	Medtronic plc Healthcare	Reduced	101,692	-48	$7,955,365	−9.8%	1.32%
TMO	Thermo Fisher Scientific Inc. Healthcare	Reduced	15,119	-283	$7,580,061	+0.1%	1.25%
XOM	ExxonMobil Holdings Corp Energy	Reduced	54,852	-7,521	$7,499,365	−29.1%	1.24%
URI	United Rentals, Inc. Industrials	Reduced	6,358	-553	$7,202,914	+43.1%	1.19%
AZO	Autozone Inc Consumer Cyclical	Reduced	2,117	-21	$6,765,804	−6.3%	1.12%
GWW	W.W. Grainger, Inc. Industrials	Reduced	4,755	-357	$6,468,702	+16.0%	1.07%
MPC	Marathon Petroleum Corp Energy	Added	22,377	+20,970	$5,721,127	+1565.2%	0.95%
APH	Amphenol Corp /De/ Technology	Reduced	32,236	-3,033	$5,683,851	—	0.94%
FLR	Fluor Corp Industrials	Reduced	105,975	-7,334	$5,552,030	+5.0%	0.92%
PWR	Quanta Services, Inc. Industrials	Reduced	7,277	-1,609	$5,239,731	+7.4%	0.87%
SCHW	Schwab Charles Corp Financial Services	Added	53,830	+3,285	$4,966,894	+4.6%	0.82%
SBUX	Starbucks Corp Consumer Cyclical	Reduced	48,419	-2,275	$4,947,937	+8.9%	0.82%
THC	Tenet Healthcare Corp Healthcare	NEW	26,219	NEW	$4,905,050	NEW	0.81%
GS	Goldman Sachs Group Inc Financial Services	Reduced	4,633	-392	$4,685,677	+10.2%	0.78%
HD	Home Depot, Inc. Consumer Cyclical	Reduced	12,942	-1,448	$4,564,384	−3.6%	0.76%
MCD	Mcdonalds Corp Consumer Cyclical	Reduced	16,796	-96	$4,540,126	−13.5%	0.75%
SHW	Sherwin Williams Co Basic Materials	Reduced	12,964	-745	$4,463,764	+1.6%	0.74%
NEM	NEWMONT Corp /DE/ Basic Materials	NEW	47,198	NEW	$4,408,293	NEW	0.73%
MRSH	Marsh & Mclennan Companies, Inc. Financial Services	Reduced	26,268	-985	$4,378,087	−7.4%	0.72%
CRM	Salesforce, Inc. Technology	Reduced	27,549	-2,368	$4,315,826	−22.7%	0.71%
DUK	Duke Energy CORP Utilities	Reduced	33,777	-1,826	$4,275,492	−8.3%	0.71%
PEP	Pepsico Inc Consumer Defensive	Reduced	30,389	-1,480	$4,114,670	−16.9%	0.68%
JLL	Jones Lang Lasalle Inc Real Estate	NEW	13,237	NEW	$4,102,808	NEW	0.68%
BKR	Baker Hughes Co Energy	Reduced	73,486	-6,194	$4,078,473	−16.2%	0.67%
CBRE	Cbre Group, Inc. Real Estate	Reduced	29,522	-657	$3,976,318	−2.7%	0.66%
CSX	Csx Corp Industrials	Reduced	79,778	-10,475	$3,791,848	+2.3%	0.63%
NOW	ServiceNow, Inc. Technology	Added	37,453	+1,498	$3,718,333	−1.1%	0.62%
MELI	Mercadolibre Inc Consumer Cyclical	Reduced	2,155	-4	$3,657,875	−2.0%	0.61%
LECO	Lincoln Electric Holdings Inc Industrials	Reduced	13,389	-497	$3,554,913	+2.8%	0.59%
NUE	Nucor Corp Basic Materials	Reduced	15,469	-2,400	$3,445,719	+14.0%	0.57%

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.