Orange Investment Advisors, Inc.

CIK

943442

Location

GOSHEN, NY

Portfolio Value

Micro $7,439,341

Diversification

Diversified

Filing Date

Global Rank

#2,453 / 8,586 ▼ 197

Top Industry

Drug Manufacturers - General 9.7%

3Y Alpha vs SPY

-4.9%

Period ended 3 months ago

Filed Apr 22, 2026 · 55d

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

+57.3%

SPY

+78.1%

Annualised alpha

-4.9%

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

3 positions · $7,439,341 total · Basic Materials only · as of Mar 31, 2026

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

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
SHW	Sherwin Williams Co Basic Materials	Reduced	13,709	-2,168	$4,394,419	−14.6%	59.07%
NUE	Nucor Corp Basic Materials	Reduced	17,869	-4,522	$3,021,647	−17.3%	40.62%
PLG	Platinum Group Metals Ltd Basic Materials	Held	13,150	0	$23,275	−25.0%	0.31%