Orange Investment Advisors, Inc.

CIK 0000943442 · GOSHEN, NY · Quarter end: 2026-06-30 · Filed on: 2026-07-21 · Open the SEC source

Orange Investment Advisors, Inc. reported 143 positions worth $823.0M as of June 30, 2026 (13F filed July 21, 2026). Largest holding: LLY (6.0%).

Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$823.0M
2026 Q2
Positions
143
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
41.5%
Est. Net Flow (Q)
2026 Q2
10 / 143 positions shown
#SymbolCompanyTypeValue% Port.Shares1YYTD
1LLYELI LILLY & COSH$49.7M6.04%41,468
2SPIBSPDR SERIES TRUSTSH$44.8M5.45%1,339,605
3OBTORANGE CNTY BANCORP INCSH$39.0M4.74%1,060,922
4SPSBSPDR SERIES TRUSTSH$35.4M4.30%1,180,398
5XLKSELECT SECTOR SPDR TRSH$34.9M4.24%183,366
6NVDANVIDIA CORPORATIONSH$33.3M4.05%166,403
7KLACKLA CORPSH$27.5M3.34%91,198
8AAPLAPPLE INCSH$26.1M3.17%90,281
9ISRGINTUITIVE SURGICAL INCSH$25.9M3.14%65,012
10GOOGALPHABET INCSH$24.6M2.99%69,548

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Read the 2026-Q2 quarterly report · 13F Filing Calendar

Frequently Asked Questions

What stocks does Orange Investment Advisors, Inc. hold as of Q2 2026?

Orange Investment Advisors, Inc. reported 143 positions worth $823.0M in its Q2 2026 13F filing. Largest positions: LLY (6.0%), SPIB (5.4%), OBT (4.7%), SPSB (4.3%) and XLK (4.2%).

What did Orange Investment Advisors, Inc. buy in Q2 2026?

No previous quarter is available yet; the comparison appears with the next filing.

What did Orange Investment Advisors, Inc. sell in Q2 2026?

No previous quarter is available yet.

13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.