Orange Investment Advisors, Inc.
CIK 0000943442 · GOSHEN, NY · Quarter end: 2026-06-30 · Filed on: 2026-07-21 · Open the SEC source ↗
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
Top Holdings
LLY
ELI LILLY & CO
6.0%
SPIB
SPDR SERIES TRUST
5.4%
OBT
ORANGE CNTY BANCORP INC
4.7%
SPSB
SPDR SERIES TRUST
4.3%
XLK
SELECT SECTOR SPDR TR
4.2%
NVDA
NVIDIA CORPORATION
4.0%
KLAC
KLA CORP
3.3%
AAPL
APPLE INC
3.2%
New / Increased
No prior quarter data
Reduced / Exited
No prior quarter data
Read the 2026-Q2 quarterly report · 13F Filing Calendar
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.