Orange Investment Advisors, Inc.

Position in AXP — American Express Co

CIK 943442 GOSHEN, NY

Position in AXP

as of Jun 30, 2026 · filed Jul 21, 2026 Compact

Position Value

$11,182,883

+$605,763 QoQ

Shares Held

33,061

-5.5% QoQ

Ownership

0.005%

of shares outstanding

% of Portfolio

1.85%

of 13F equity value

Holder Rank

#552

of 2,990 holders

Holding Since

Mar 2021

22 quarters on record

Voting authority Sole 82% Shared 0% None 18%

Financial Services · as of Jun 30, 2026

Orange Investment Advisors, Inc. holds $22,337,145 across 4 Credit Services names. AXP ranks #1 (50.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AXP	American Express Co This page	33,061	$11,182,883
2	V	Visa Inc.	28,649	$9,829,185
3	COF	Capital One Financial Corp	3,689	$740,087
4	MA	Mastercard Inc	1,139	$584,990

22 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$11,182,883	33,061	-5.5%	Shares	Sole	2026-07-21
2026-03-31	$10,577,120	34,968	-4.1%	Shares	Sole	2026-04-22
2025-12-31	$13,483,937	36,448	-17.6%	Shares	Sole	2026-02-06
2025-09-30	$14,687,118	44,217	-3.1%	Shares	Sole	2025-10-16
2025-06-30	$14,561,118	45,649	-0.2%	Shares	Sole	2025-07-21
2025-03-31	$12,310,382	45,755	+0.3%	Shares	Sole	2025-04-11
2024-12-31	$13,540,450	45,623	-6.0%	Shares	Sole	2025-01-10
2024-09-30	$13,162,963	48,536	+4.3%	Shares	Sole	2024-10-25
2024-06-30	$10,775,642	46,537	-9.1%	Shares	Sole	2024-07-02
2024-03-31	$11,659,094	51,206	+32.9%	Shares	Sole	2024-04-12
2023-12-31	$7,217,648	38,527	-0.6%	Shares	Sole	2024-01-12
2023-09-30	$5,779,918	38,742	+11.9%	Shares	Sole	2023-10-27
2023-06-30	$6,030,281	34,617	+26.2%	Shares	Sole	2023-07-17
2023-03-31	$4,523,918	27,426	+33.3%	Shares	Sole	2023-04-06
2022-12-31	$3,040,547	20,579	+3.1%	Shares	Sole	2023-02-01
2022-09-30	$2,692,398	19,957	+6.2%	Shares	Sole	2022-10-11
2022-06-30	$2,604,808	18,791	+9.8%	Shares	Sole	2022-07-18
2022-03-31	$3,201,253	17,119	-2.1%	Shares	Sole	2022-04-20
2021-12-31	$2,861,691	17,492	+13.4%	Shares	Sole	2022-01-24
2021-09-30	$2,583,312	15,420	+47.1%	Shares	Sole	2021-10-26
2021-06-30	$1,731,940	10,482	+21.9%	Shares	Sole	2021-07-07
2021-03-31	$1,216,384	8,600	—	Shares	Sole	2021-04-23
No filing history on record for this holder in this stock.