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 PLG
Shares Held
Position Value (USD)
16 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $23,275 | 13,150 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $31,034 | 13,150 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $34,847 | 13,150 | Shares | Sole | 2025-10-16 | |
| 2025-06-30 | $20,119 | 13,150 | Shares | Sole | 2025-07-21 | |
| 2025-03-31 | $16,306 | 13,150 | Shares | Sole | 2025-04-11 | |
| 2024-12-31 | $16,832 | 13,150 | Shares | Sole | 2025-01-10 | |
| 2024-09-30 | $18,804 | 13,150 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $22,355 | 13,150 | Shares | Sole | 2024-07-02 | |
| 2024-03-31 | $15,385 | 13,150 | Shares | Sole | 2024-04-12 | |
| 2023-12-31 | $14,991 | 13,150 | Shares | Sole | 2024-01-12 | |
| 2023-09-30 | $14,859 | 13,150 | Shares | Sole | 2023-10-27 | |
| 2023-03-31 | $18,804 | 13,150 | Shares | Sole | 2023-04-06 | |
| 2022-12-31 | $22,881 | 13,150 | Shares | Sole | 2023-02-01 | |
| 2022-09-30 | $21,434 | 13,150 | Shares | Sole | 2022-10-11 | |
| 2022-03-31 | $27,746 | 13,150 | Shares | Sole | 2022-04-20 | |
| 2021-12-31 | $20,777 | 13,150 | Shares | Sole | 2022-01-24 | |
| No 13F history on record for this holder in this stock. | ||||||