Orange Investment Advisors, Inc.
Top Portfolio Positions
118 positions ·
$564,425,823 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| LLY |
ELI LILLY & Co
Healthcare
|
42,838 | $39,401,107 | 6.98% | |
| OBT |
Orange County Bancorp, Inc. /DE/
Financial Services
|
1,061,490 | $33,946,450 | 6.01% | |
| NVDA |
Nvidia Corp
Technology
|
185,997 | $32,437,876 | 5.75% | |
| ISRG |
Intuitive Surgical Inc
Healthcare
|
65,812 | $30,338,673 | 5.38% | |
| MSFT |
Microsoft Corp
Technology
|
67,754 | $25,080,498 | 4.44% | |
| AAPL |
Apple Inc.
Technology
|
96,843 | $24,577,784 | 4.35% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
79,925 | $16,645,979 | 2.95% | |
| KLAC |
Kla Corp
Technology
|
10,952 | $16,125,834 | 2.86% | |
| CIEN |
Ciena Corp
Technology
|
37,872 | $14,703,046 | 2.60% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
45,361 | $13,343,391 | 2.36% |
Portfolio Trend
25 quarters · across all stocks
Holdings in OBT
Shares Held
Position Value (USD)
25 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $33,946,450 | 1,061,490 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $31,451,165 | 1,101,617 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $29,284,364 | 1,161,617 | Shares | Sole | 2025-10-16 | |
| 2025-06-30 | $30,016,183 | 1,161,617 | Shares | Sole | 2025-07-21 | |
| 2025-03-31 | $27,574,587 | 1,178,905 | Shares | Sole | 2025-04-11 | |
| 2024-12-31 | $16,731,682 | 602,184 | Shares | Sole | 2025-01-10 | |
| 2024-09-30 | $18,184,006 | 602,918 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $15,824,604 | 598,510 | Shares | Sole | 2024-07-02 | |
| 2024-03-31 | $13,852,417 | 602,279 | Shares | Sole | 2024-04-12 | |
| 2023-12-31 | $18,027,121 | 598,510 | Shares | Sole | 2024-01-12 | |
| 2023-09-30 | $13,094,259 | 606,637 | Shares | Sole | 2023-10-27 | |
| 2023-06-30 | $11,328,290 | 612,340 | Shares | Sole | 2023-07-17 | |
| 2023-03-31 | $13,524,764 | 614,762 | Shares | Sole | 2023-04-06 | |
| 2022-12-31 | $14,229,794 | 610,983 | Shares | Sole | 2023-02-01 | |
| 2022-09-30 | $11,732,413 | 609,476 | Shares | Sole | 2022-10-11 | |
| 2022-06-30 | $11,847,665 | 624,054 | Shares | Sole | 2022-07-18 | |
| 2022-03-31 | $12,632,897 | 631,487 | Shares | Sole | 2022-04-20 | |
| 2021-12-31 | $12,618,518 | 627,787 | Shares | Sole | 2022-01-24 | |
| 2021-09-30 | $11,031,651 | 627,690 | Shares | Sole | 2021-10-26 | |
| 2021-06-30 | $10,704,305 | 629,665 | Shares | Sole | 2021-07-07 | |
| 2021-03-31 | $9,641,308 | 627,077 | Shares | Sole | 2021-04-23 | |
| 2020-12-31 | $8,664,696 | 635,941 | Shares | Sole | 2021-01-15 | |
| 2020-09-30 | $7,564,743 | 637,031 | Shares | Sole | 2020-10-13 | |
| 2020-06-30 | $7,683,493 | 647,031 | Shares | Sole | 2020-07-07 | |
| 2020-03-31 | $8,114,262 | 649,141 | Shares | Sole | 2020-04-29 | |
| No 13F history on record for this holder in this stock. | ||||||