The Analysis of Orange Investment Advisors, Inc.'s Holdings

Currently, Orange Investment Advisors, Inc. holds 177 types of securities in its portfolio with a total value $960.5M. In the most recent quarter, they have increased their positions in SPIB (+75.9K shares, valued at $2.6M), SPSB (+70.3K shares, valued at $2.1M), XLK (+7.2K shares, valued at $2.0M); decreased their positions in NVDA (-17.9K shares, valued at $3.3M), AAPL (-6.0K shares, valued at $1.5M), CIEN (-8.0K shares, valued at $1.2M); initiated new positions in VLO (+1.4K shares, valued at $242.6K), HSY (+1.2K shares, valued at $217.7K), INTC (+6.3K shares, valued at $213.0K).

Top Holding Treemap

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

NVDA NVIDIA Corp262.5K shares-6.37%2025-09-302025-10-16

SPIB SPDR Portfolio Intermediate Term Corporate Bond ETF1.3M shares6.16%2025-09-302025-10-16

MSFT Microsoft Corp83.7K shares-2.58%2025-09-302025-10-16

LLY Eli Lilly and Co48.0K shares-0.11%2025-09-302025-10-16

SPSB SPDR Portfolio Short Term Corporate Bond ETF1.2M shares6.48%2025-09-302025-10-16

AAPL Apple Inc123.0K shares-4.65%2025-09-302025-10-16

ISRG Intuitive Surgical Inc66.3K shares-1.35%2025-09-302025-10-16

OBT Orange County Bancorp Inc1.2M shares0.00%2025-09-302025-10-16

Sponsored

GOOG Alphabet Inc Class C116.1K shares-3.34%2025-09-302025-10-16

XLK Technology Select Sector SPDR ETF99.4K shares7.80%2025-09-302025-10-16

AMZN Amazon.com Inc98.5K shares-1.11%2025-09-302025-10-16

KLAC KLA Corp18.0K shares-2.60%2025-09-302025-10-16

JPM JPMorgan Chase & Co61.5K shares-3.17%2025-09-302025-10-16

AVGO Broadcom Inc56.5K shares-2.80%2025-09-302025-10-16

META Meta Platforms Inc21.1K shares-1.46%2025-09-302025-10-16

AXP American Express Co44.2K shares-3.14%2025-09-302025-10-16

Sponsored

SPY SPDR S&P 500 ETF19.6K shares-1.37%2025-09-302025-10-16

V Visa Inc35.4K shares0.15%2025-09-302025-10-16

CIEN Ciena Corp80.6K shares-8.99%2025-09-302025-10-16

ABBV AbbVie Inc50.7K shares-1.18%2025-09-302025-10-16

AZO AutoZone Inc2.6K shares-2.49%2025-09-302025-10-16

XLF Financial Select Sector SPDR ETF204.3K shares4.65%2025-09-302025-10-16

URI United Rentals Inc11.1K shares-8.07%2025-09-302025-10-16

XOM Exxon Mobil Corp92.8K shares-2.95%2025-09-302025-10-16

Sponsored

GTLS Chart Industries Inc51.3K shares-8.52%2025-09-302025-10-16

MS Morgan Stanley64.1K shares-4.19%2025-09-302025-10-16

IBM International Business Machines Corp35.7K shares5.31%2025-09-302025-10-16

TMO Thermo Fisher Scientific Inc20.5K shares-3.71%2025-09-302025-10-16

MDT Medtronic PLC102.6K shares-0.04%2025-09-302025-10-16

MMC Marsh & McLennan Companies Inc47.1K shares0.19%2025-09-302025-10-16

HD The Home Depot Inc22.2K shares-0.93%2025-09-302025-10-16

XLY Consumer Discretionary Select Sector SPDR ETF36.8K shares5.28%2025-09-302025-10-16

Sponsored

CSCO Cisco Systems Inc126.8K shares-1.33%2025-09-302025-10-16

ADBE Adobe Systems Inc24.3K shares-0.21%2025-09-302025-10-16

FLOT iShares Floating Rate Bond ETF165.7K shares8.82%2025-09-302025-10-16

CRM Salesforce Inc35.7K shares0.35%2025-09-302025-10-16

XLC Communication Services Select Sector SPDR ETF70.7K shares4.75%2025-09-302025-10-16

XLV Health Care Select Sector SPDR ETF56.5K shares4.58%2025-09-302025-10-16

DHR Danaher Corp37.2K shares-4.65%2025-09-302025-10-16

SPSM SPDR Portfolio S&P 600 Small Cap ETF149.9K shares13.42%2025-09-302025-10-16

Sponsored

XLI Industrial Select Sector SPDR ETF42.9K shares1.08%2025-09-302025-10-16

UNH UnitedHealth Group Inc19.1K shares-1.41%2025-09-302025-10-16

GS Goldman Sachs Group Inc8.2K shares-5.71%2025-09-302025-10-16

CMG Chipotle Mexican Grill Inc165.8K shares3.27%2025-09-302025-10-16

GWW W.W. Grainger Inc6.8K shares-1.25%2025-09-302025-10-16

FLR Fluor Corporation152.3K shares-3.99%2025-09-302025-10-16

APH Amphenol Corp51.8K shares-7.72%2025-09-302025-10-16

SCHW Charles Schwab Corp66.8K shares-0.91%2025-09-302025-10-16

Sponsored

TTWO Take-Two Interactive Software Inc22.8K shares10.96%2025-09-302025-10-16

CBRE CBRE Group Inc37.4K shares-5.07%2025-09-302025-10-16

SHW Sherwin-Williams Co16.9K shares-3.38%2025-09-302025-10-16

PEP PepsiCo Inc41.2K shares-4.30%2025-09-302025-10-16

BKR Baker Hughes Co118.3K shares-2.94%2025-09-302025-10-16

SBUX Starbucks Corp65.8K shares-3.19%2025-09-302025-10-16

PWR Quanta Services Inc13.3K shares-3.53%2025-09-302025-10-16

NFLX NETFLIX Inc4.5K shares0.94%2025-09-302025-10-16

Sponsored

DUK Duke Energy Corp43.4K shares2.49%2025-09-302025-10-16

NOW ServiceNow Inc5.8K shares5.37%2025-09-302025-10-16

MCD McDonald's Corp17.1K shares0.19%2025-09-302025-10-16

CSX CSX Corp140.4K shares-11.52%2025-09-302025-10-16

MELI MercadoLibre Inc2.1K shares8.06%2025-09-302025-10-16

LECO Lincoln Electric Holdings Inc20.4K shares-5.03%2025-09-302025-10-16

PLD Prologis Inc39.1K shares-7.89%2025-09-302025-10-16

ORCL Oracle Corp15.1K shares-2.71%2025-09-302025-10-16

Sponsored

BAC Bank of America Corporation81.1K shares-0.83%2025-09-302025-10-16

NEE NextEra Energy Inc55.2K shares2.62%2025-09-302025-10-16

XLP Consumer Staples Select Sector SPDR ETF52.7K shares7.57%2025-09-302025-10-16

OWL Blue Owl Capital Corp - Class A235.4K shares0.11%2025-09-302025-10-16

WMT Walmart Inc38.4K shares0.46%2025-09-302025-10-16

MDLZ Mondelez International Inc59.8K shares-0.03%2025-09-302025-10-16

TRMB Trimble Inc45.0K shares-3.18%2025-09-302025-10-16

NUE Nucor Corp26.6K shares-11.11%2025-09-302025-10-16

Sponsored

AMD Advanced Micro Devices Inc20.8K shares-6.01%2025-09-302025-10-16

CVX Chevron Corp21.6K shares0.00%2025-09-302025-10-16

SLB Schlumberger Ltd95.4K shares-1.11%2025-09-302025-10-16

SPYM SPDR Portfolio S&P 500 ETF41.1K shares9.12%2025-09-302025-10-16

ROK Rockwell Automation Inc9.1K shares-1.96%2025-09-302025-10-16

RMD ResMed Inc11.0K shares0.00%2025-09-302025-10-16

PG Procter & Gamble Co18.4K shares-0.95%2025-09-302025-10-16

WBS Webster Financial Corp45.9K shares-0.63%2025-09-302025-10-16

Sponsored

XLE Energy Select Sector SPDR ETF30.4K shares-1.15%2025-09-302025-10-16

WY Weyerhaeuser Co109.7K shares-4.39%2025-09-302025-10-16

MDY SPDR S&P MidCap 400 ETF4.4K shares0.83%2025-09-302025-10-16

ADP Automatic Data Processing Inc8.3K shares-0.08%2025-09-302025-10-16

GNRC Generac Holdings Inc13.5K shares-10.23%2025-09-302025-10-16

BX Blackstone Inc12.4K shares0.07%2025-09-302025-10-16

JNJ Johnson & Johnson11.1K shares1.92%2025-09-302025-10-16

XLU Utilities Select Sector SPDR ETF22.0K shares4.24%2025-09-302025-10-16

Sponsored

SO Southern Co20.2K shares0.00%2025-09-302025-10-16

SPMD SPDR Portfolio S&P 400 Mid Cap ETF30.1K shares28.68%2025-09-302025-10-16

QQQ Invesco QQQ Trust2.7K shares-2.66%2025-09-302025-10-16

GOOGL Alphabet Inc Class A6.8K shares0.52%2025-09-302025-10-16

RTX RTX Corp9.8K shares0.41%2025-09-302025-10-16

COST Costco Wholesale Corp1.7K shares-7.37%2025-09-302025-10-16

XLRE Real Estate Select Sector SPDR ETF33.5K shares14.47%2025-09-302025-10-16

ABT Abbott Laboratories10.3K shares0.00%2025-09-302025-10-16

Sponsored

EMR Emerson Electric Co10.5K shares-0.14%2025-09-302025-10-16

COP ConocoPhillips14.3K shares-1.22%2025-09-302025-10-16

SUB iShares Short Term National Muni Bond ETF12.1K shares6.87%2025-09-302025-10-16

CAT Caterpillar Inc2.6K shares-0.19%2025-09-302025-10-16

XLB Materials Select Sector SPDR ETF13.8K shares7.22%2025-09-302025-10-16

GE General Electric Co3.8K shares0.00%2025-09-302025-10-16

NOC Northrop Grumman Corp1.9K shares0.00%2025-09-302025-10-16

VZ Verizon Communications Inc22.3K shares0.66%2025-09-302025-10-16

Sponsored

T AT&T Inc34.3K shares-0.31%2025-09-302025-10-16

MRK Merck & Co Inc10.9K shares-2.78%2025-09-302025-10-16

IYW iShares U.S. Technology ETF4.4K shares-0.89%2025-09-302025-10-16

CMC Commercial Metals Co14.6K shares0.00%2025-09-302025-10-16

GLW Corning Inc9.6K shares0.31%2025-09-302025-10-16

CSW CSW Industrials Inc3.2K shares0.00%2025-09-302025-10-16

SYY Sysco Corp9.1K shares0.00%2025-09-302025-10-16

COF Capital One Financial Corp3.5K shares-0.34%2025-09-302025-10-16

Sponsored

PFE Pfizer Inc28.8K shares-2.20%2025-09-302025-10-16

LMT Lockheed Martin Corp1.4K shares-1.97%2025-09-302025-10-16

BA Boeing Co3.1K shares0.00%2025-09-302025-10-16

AMT American Tower Corp3.3K shares0.79%2025-09-302025-10-16

MA Mastercard Inc1.1K shares2.49%2025-09-302025-10-16

SUN Sunoco Lp Com Unit Repstg Ltd Partnership Int12.0K shares-0.25%2025-09-302025-10-16

CVS CVS Health Corp7.5K shares-3.31%2025-09-302025-10-16

GEV GE Vernova Inc850 shares0.00%2025-09-302025-10-16

Sponsored

IVV iShares Core S&P 500 ETF775 shares0.00%2025-09-302025-10-16

NYF iShares New York Muni Bond ETF9.7K shares0.00%2025-09-302025-10-16

SPYG SPDR Portfolio S&P 500 Growth ETF4.9K shares-2.87%2025-09-302025-10-16

IJR iShares Core S&P Small-Cap ETF4.3K shares0.00%2025-09-302025-10-16

NSC Norfolk Southern Corp1.5K shares0.00%2025-09-302025-10-16

CB Chubb Ltd1.5K shares-2.31%2025-09-302025-10-16

OSK Oshkosh Corp3.1K shares0.00%2025-09-302025-10-16

EXR Extra Space Storage Inc2.8K shares0.00%2025-09-302025-10-16

Sponsored

DIS Walt Disney Co3.4K shares-2.83%2025-09-302025-10-16

HUBB Hubbell Inc900 shares0.00%2025-09-302025-10-16

BK Bank of New York Mellon Corp3.5K shares0.00%2025-09-302025-10-16

AFL Aflac Inc3.4K shares4.59%2025-09-302025-10-16

BCPC Balchem Corp2.5K shares0.00%2025-09-302025-10-16

ITW Illinois Tool Works Inc1.4K shares0.00%2025-09-302025-10-16

SPYV SPDR Portfolio S&P 500 Value ETF6.5K shares-3.09%2025-09-302025-10-16

AMGN Amgen Inc1.3K shares-1.42%2025-09-302025-10-16

Sponsored

NUV Nuveen Municipal Value, Inc39.2K shares-4.85%2025-09-302025-10-16

MMM 3M Co2.2K shares0.00%2025-09-302025-10-16

TSLA Tesla Inc721 shares-8.27%2025-09-302025-10-16

PNC PNC Financial Services Group Inc1.6K shares0.00%2025-09-302025-10-16

DLR Digital Realty Trust Inc1.8K shares-20.29%2025-09-302025-10-16

PCEF Invesco CEF Income Composite ETF15.7K shares0.00%2025-09-302025-10-16

BMY Bristol-Myers Squibb Company6.9K shares15.03%2025-09-302025-10-16

ENB Enbridge Inc6.1K shares-0.42%2025-09-302025-10-16

Sponsored

PSX Phillips 662.2K shares0.00%2025-09-302025-10-16

KO Coca-Cola Co4.4K shares0.45%2025-09-302025-10-16

NEA Nuveen AMT-Free Quality Municipal Income Fund23.9K shares0.00%2025-09-302025-10-16

QCOM QUALCOMM Inc1.6K shares0.56%2025-09-302025-10-16

PFFA Etfis Ser Tr I Virtus Infracap US Pfd Stk ETF12.0K shares0.00%2025-09-302025-10-16

HON Honeywell International Inc1.2K shares-3.55%2025-09-302025-10-16

CAH Cardinal Health Inc1.6K shares6.67%2025-09-302025-10-16

IVW iShares S&P 500 Growth ETF2.1K shares-29.66%2025-09-302025-10-16

Sponsored

PPL PPL Corp6.6K shares0.00%2025-09-302025-10-16

BP BP PLC7.1K shares0.00%2025-09-302025-10-16

BFOR Alps Barrons 400 ETF3.0K shares0.00%2025-09-302025-10-16

VLO Valero Energy Corp1.4K sharesnew addition2025-09-302025-10-16

ED Consolidated Edison Inc2.4K shares-2.77%2025-09-302025-10-16

CI Cigna Corp811 shares0.00%2025-09-302025-10-16

DVN Devon Energy Corp6.6K shares0.00%2025-09-302025-10-16

HSY The Hershey Co1.2K sharesnew addition2025-09-302025-10-16

Sponsored

INTC Intel Corp6.3K sharesnew addition2025-09-302025-10-16

RITM Rithm Capital Corp18.4K shares4.41%2025-09-302025-10-16

GLD SPDR Gold Shares ETF581 sharesnew addition2025-09-302025-10-16

TXN Texas Instruments Inc1.1K shares0.00%2025-09-302025-10-16

AGNC AGNC Investment Corp16.0K shares0.00%2025-09-302025-10-16

RA Brookfield Real Assets Income Fund Inc - Shs Ben Int10.0K shares0.00%2025-09-302025-10-16

NZF Nuveen Municipal Credit Income Fund10.5K shares0.00%2025-09-302025-10-16

MNR Mach Natural Resources LP10.0K shares0.00%2025-09-302025-10-16

Sponsored

NVG Nuveen AMT-Free Municipal Credit Income Fund10.5K shares0.00%2025-09-302025-10-16

LPRO Open Lending Corp58.4K shares0.00%2025-09-302025-10-16

NMZ Nuveen Municipal High Income Opportunity Fund11.5K shares0.00%2025-09-302025-10-16

PANL Pangaea Logistics Solution Ltd23.0K shares0.00%2025-09-302025-10-16

AMCR Amcor Plc11.0K shares0.00%2025-09-302025-10-16

ECC Eagle Point Credit Co LLC10.5K shares0.00%2025-09-302025-10-16

BRSP BrightSpire Capital Inc12.0K shares0.00%2025-09-302025-10-16

RC Ready Capital Corp15.7K shares0.00%2025-09-302025-10-16

Sponsored

PLG Platinum Group Metals Ltd13.2K shares0.00%2025-09-302025-10-16

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available