Orange Investment Advisors, Inc.
Regulatory profile
From Form ADV, the SEC filer profile, 13D/13G type codes and N-CEN, never from the name.
Portfolio style
Measured from the filed 13F common-share book for Jun 30, 2026, never from the firm's own description.
Closest benchmark: the S&P 500 as of 2026-06-30, active share 62.0%; sector active share 20.2% 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 backtestPortfolio Concentration
143 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026Portfolio Trend
Sector Breakdown
As of Jun 30, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Unclassified | 24.6% | $202,039,977 |
| Technology | 23.0% | $188,942,057 |
| Financial Services | 14.5% | $119,169,084 |
| Healthcare | 14.1% | $116,103,503 |
| Industrials | 5.5% | $45,342,049 |
| Consumer Cyclical | 5.1% | $42,368,152 |
| Communication Services | 4.8% | $39,191,494 |
| Energy | 3.0% | $24,516,303 |
| Consumer Defensive | 1.7% | $14,308,471 |
| Basic Materials | 1.5% | $12,335,528 |
| Utilities | 1.2% | $9,652,819 |
| Real Estate | 1.1% | $8,820,410 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| KLAC | Kla Corp | +80,246 | 91,198 | $27,515,348 | |
| SPIB | State Street(R) SPDR(R) Portfolio Intermediate Term Corporate Bond ETF | +28,011 | 1,339,605 | $44,823,183 | |
| MPC | Marathon Petroleum Corp | +20,970 | 22,377 | $5,721,127 | |
| SPSB | State Street(R) SPDR(R) Portfolio Short Term Corporate Bond ETF | +16,669 | 1,180,398 | $35,423,743 | |
| 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 | |
| XLC | State Street(R) Communication Services Select Sector SPDR(R) ETF | +2,839 | 70,666 | $7,570,448 | |
| 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 | |
| XLI | State Street(R) Industrial Select Sector SPDR(R) ETF | +413 | 39,192 | $7,259,534 | |
| — | +367 | 28,380 | $1,442,555 | ||
| SPMD | State Street(R) SPDR(R) Portfolio S&P 400(TM) Mid Cap ETF | +212 | 33,727 | $2,278,596 | |
| ORCL | Oracle Corp | +146 | 8,816 | $1,291,984 | |
| COF | Capital One Financial Corp | +105 | 3,689 | $740,087 | |
| XLF | State Street Corp | +103 | 196,199 | $10,518,228 | |
| — | +49 | 153,397 | $8,846,404 | ||
| — | +33 | 50,709 | $4,212,396 | ||
| NYF | iShares New York Muni Bond ETF | +23 | 10,226 | $551,283 | |
| IVW | iShares S&P 500 Growth ETF | +22 | 2,097 | $288,400 | |
| IYW | iShares, Inc. | +20 | 4,270 | $1,077,022 | |
| BX | Blackstone Inc. | +17 | 11,104 | $1,306,607 | |
| XLY | State Street(R) Consumer Discretionary Select Sector SPDR(R) ETF | +11 | 70,000 | $8,209,600 | |
| IVV | iShares Core S&P 500 ETF | +4 | 879 | $658,274 | |
| No positions match the current search. | |||||
Trimmed
Positions the filer reduced| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| SPYM | State Street(R) SPDR(R) Portfolio S&P 500(R) ETF | −89,330 | 4,217 | $370,589 | |
| DHR | Danaher Corp | −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 | |
| GOOG | Alphabet Inc. | −7,491 | 69,548 | $24,573,394 | |
| 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 | |
| XLK | State Street(R) Technology Select Sector SPDR(R) ETF | −5,342 | 183,366 | $34,934,890 | |
| MDLZ | Mondelez International, Inc. | −5,015 | 46,158 | $2,669,778 | |
| SLB | Slb Limited | −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 | |
| SUB | iShares Short-Term National Muni Bond ETF | −3,038 | 9,715 | $1,034,356 | |
| APH | Amphenol Corp | −3,033 | 32,236 | $5,683,851 | |
| BAC | Bank Of America Corp | −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 | |
| No positions match the current search. | |||||
New Positions
Positions the filer opened this quarter| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| THC | Tenet Healthcare Corp | 26,219 | $4,905,050 | |
| NEM | NEWMONT Corp | 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 | 5,140 | $212,384 | |
| No positions match the current search. | ||||
Sold Out
Positions the filer fully exited| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| 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 | |
| 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 | |
| — | 7,476 | $0 | ||
| No positions match the current search. | ||||
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| LLY |
ELI LILLY & Co
Healthcare
|
Reduced | 41,468 | $49,737,967 | 6.05% | |
| SPIB |
State Street(R) SPDR(R) Portfolio Intermediate Term Corporate Bond ETF
|
Added | 1,339,605 | $44,823,183 | 5.45% | |
| OBT |
Orange County Bancorp, Inc.
Financial Services
|
Reduced | 1,060,922 | $39,020,711 | 4.74% | |
| SPSB |
State Street(R) SPDR(R) Portfolio Short Term Corporate Bond ETF
|
Added | 1,180,398 | $35,423,743 | 4.31% | |
| XLK |
State Street(R) Technology Select Sector SPDR(R) ETF
|
Reduced | 183,366 | $34,934,890 | 4.25% | |
| NVDA |
Nvidia Corp
Technology
|
Reduced | 166,403 | $33,295,576 | 4.05% | |
| KLAC |
Kla Corp
Technology
|
Added | 91,198 | $27,515,348 | 3.34% | |
| AAPL |
Apple Inc.
Technology
|
Reduced | 90,281 | $26,123,710 | 3.18% | |
| ISRG |
Intuitive Surgical Inc
Healthcare
|
Reduced | 65,012 | $25,853,972 | 3.14% | |
| GOOG |
Alphabet Inc.
Communication Services
|
Reduced | 69,548 | $24,573,394 | 2.99% | |
| MSFT |
Microsoft Corp
Technology
|
Reduced | 65,547 | $24,450,341 | 2.97% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
Reduced | 74,153 | $17,673,626 | 2.15% | |
| CIEN |
Ciena Corp
Technology
|
Reduced | 32,177 | $15,784,749 | 1.92% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
Reduced | 43,067 | $14,097,121 | 1.71% | |
| SPY |
Spdr S&P 500 ETF Trust
|
Reduced | 17,847 | $13,327,604 | 1.62% | |
| AVGO |
Broadcom Inc.
Technology
|
Reduced | 32,068 | $12,113,687 | 1.47% | |
| ABBV |
AbbVie Inc.
Healthcare
|
Reduced | 45,583 | $11,470,506 | 1.39% | |
| AXP |
American Express Co
Financial Services
|
Reduced | 33,061 | $11,182,883 | 1.36% | |
| XLF |
State Street Corp
Financial Services
|
Added | 196,199 | $10,518,228 | 1.28% | |
| V |
Visa Inc.
Financial Services
|
Reduced | 28,649 | $9,829,185 | 1.19% | |
| CSCO |
Cisco Systems, Inc.
Technology
|
Reduced | 78,777 | $9,253,146 | 1.12% | |
|
|
Added | 153,397 | $8,846,404 | 1.08% | ||
| FLOT |
iShares Floating Rate Bond ETF
|
Reduced | 172,579 | $8,810,157 | 1.07% | |
| AMD |
Advanced Micro Devices Inc
Technology
|
Reduced | 14,885 | $8,646,845 | 1.05% | |
| IBM |
International Business Machines Corp
Technology
|
Added | 30,503 | $8,577,748 | 1.04% | |
| META |
Meta Platforms, Inc.
Communication Services
|
Reduced | 15,016 | $8,458,362 | 1.03% | |
| MS |
Morgan Stanley
Financial Services
|
Reduced | 39,691 | $8,297,006 | 1.01% | |
| XLY |
State Street(R) Consumer Discretionary Select Sector SPDR(R) ETF
|
Added | 70,000 | $8,209,600 | 1.00% | |
| XLV |
State Street(R) Health Care Select Sector SPDR(R) ETF
|
Reduced | 50,164 | $7,959,020 | 0.97% | |
| MDT |
Medtronic plc
Healthcare
|
Reduced | 101,692 | $7,955,365 | 0.97% | |
| TMO |
Thermo Fisher Scientific Inc.
Healthcare
|
Reduced | 15,119 | $7,580,061 | 0.92% | |
| XLC |
State Street(R) Communication Services Select Sector SPDR(R) ETF
|
Added | 70,666 | $7,570,448 | 0.92% | |
| XOM |
ExxonMobil Holdings Corp
Energy
|
Reduced | 54,852 | $7,499,365 | 0.91% | |
| XLI |
State Street(R) Industrial Select Sector SPDR(R) ETF
|
Added | 39,192 | $7,259,534 | 0.88% | |
| URI |
United Rentals, Inc.
Industrials
|
Reduced | 6,358 | $7,202,914 | 0.88% | |
| AZO |
Autozone Inc
Consumer Cyclical
|
Reduced | 2,117 | $6,765,804 | 0.82% | |
| GWW |
W.W. Grainger, Inc.
Industrials
|
Reduced | 4,755 | $6,468,702 | 0.79% | |
| MPC |
Marathon Petroleum Corp
Energy
|
Added | 22,377 | $5,721,127 | 0.70% | |
| APH |
Amphenol Corp
Technology
|
Reduced | 32,236 | $5,683,851 | 0.69% | |
| FLR |
Fluor Corp
Industrials
|
Reduced | 105,975 | $5,552,030 | 0.67% | |
| PWR |
Quanta Services, Inc.
Industrials
|
Reduced | 7,277 | $5,239,731 | 0.64% | |
| SCHW |
Schwab Charles Corp
Financial Services
|
Added | 53,830 | $4,966,894 | 0.60% | |
| SBUX |
Starbucks Corp
Consumer Cyclical
|
Reduced | 48,419 | $4,947,937 | 0.60% | |
| THC |
Tenet Healthcare Corp
Healthcare
|
NEW | 26,219 | $4,905,050 | 0.60% | |
| GS |
Goldman Sachs Group Inc
Financial Services
|
Reduced | 4,633 | $4,685,677 | 0.57% | |
| HD |
Home Depot, Inc.
Consumer Cyclical
|
Reduced | 12,942 | $4,564,384 | 0.55% | |
| MCD |
Mcdonalds Corp
Consumer Cyclical
|
Reduced | 16,796 | $4,540,126 | 0.55% | |
| SHW |
Sherwin Williams Co
Basic Materials
|
Reduced | 12,964 | $4,463,764 | 0.54% | |
| NEM |
NEWMONT Corp
Basic Materials
|
NEW | 47,198 | $4,408,293 | 0.54% | |
| MRSH |
Marsh & Mclennan Companies, Inc.
Financial Services
|
Reduced | 26,268 | $4,378,087 | 0.53% |
Showing the top 50 of 143 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.