Sponsored

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

Currently, Orange Investment Advisors, Inc. holds 145 types of securities in its portfolio with a total value $771.4M. In the most recent quarter, they have increased their positions in SPYM (+31.4K shares, valued at $2.4M), SPIB (+27.9K shares, valued at $936.0K), SPSB (+28.5K shares, valued at $856.0K); decreased their positions in NVDA (-49.4K shares, valued at $8.6M), N/A (-16.3K shares, valued at $5.1M), N/A (-17.3K shares, valued at $5.0M); initiated new positions in CTRA (+7.5K shares, valued at $262.7K), PSX (+1.2K shares, valued at $211.0K), BALL (+3.5K shares, valued at $206.9K).

1M P&L

+32.0M+3.40%

3M P&L

+74.9M+8.34%

HY P&L

+133.8M+15.95%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A199.8M

27.8%

2Drug Manufacturers - General52.1M

7.3%

3Banks - Regional36.7M

5.1%

Top Industries by Stock Count

1N/A29 stocks

21.5%

2Drug Manufacturers - General6 stocks

4.4%

3Specialty Industrial Machinery5 stocks

3.7%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

SPIB SPDR SERIES TRUST1.3M shares2.17%2026-03-312026-04-14

LLY ELI LILLY & CO42.8K shares-5.84%2026-03-312026-04-14

SPSB SPDR SERIES TRUST1.2M shares2.51%2026-03-312026-04-14

OBT ORANGE CNTY BANCORP INC1.1M shares-3.64%2026-03-312026-04-14

NVDA NVIDIA CORPORATION186.0K shares-20.97%2026-03-312026-04-14

ISRG INTUITIVE SURGICAL INC65.8K shares-0.30%2026-03-312026-04-14

MSFT MICROSOFT CORP67.8K shares-8.22%2026-03-312026-04-14

XLK SELECT SECTOR SPDR TR188.7K shares-3.40%2026-03-312026-04-14

Sponsored

AAPL APPLE INC96.8K shares-12.89%2026-03-312026-04-14

ALPHABET INC ALPHABET INC77.0K shares-18.37%2026-03-312026-04-14

AMZN AMAZON COM INC79.9K shares-13.08%2026-03-312026-04-14

KLAC KLA CORP11.0K shares-20.99%2026-03-312026-04-14

CIEN CIENA CORP37.9K shares-24.06%2026-03-312026-04-14

JPM JPMORGAN CHASE & CO45.4K shares-14.67%2026-03-312026-04-14

SPY STATE STR SPDR S&P 500 ETF T18.0K shares-4.23%2026-03-312026-04-14

BROADCOM INC BROADCOM INC36.6K shares-30.88%2026-03-312026-04-14

Sponsored

XOM EXXON MOBIL CORP62.4K shares-24.19%2026-03-312026-04-14

AXP AMERICAN EXPRESS CO35.0K shares-4.06%2026-03-312026-04-14

ABBV ABBVIE INC45.7K shares-6.35%2026-03-312026-04-14

XLF SELECT SECTOR SPDR TR196.1K shares-2.45%2026-03-312026-04-14

V VISA INC29.8K shares-8.83%2026-03-312026-04-14

META META PLATFORMS INC15.5K shares-19.80%2026-03-312026-04-14

FLOT ISHARES TR173.4K shares5.78%2026-03-312026-04-14

MEDTRONIC PLC MEDTRONIC PLC101.7K shares-0.65%2026-03-312026-04-14

Sponsored

XLY SELECT SECTOR SPDR TR70.0K shares-3.59%2026-03-312026-04-14

TMO THERMO FISHER SCIENTIFIC INC15.4K shares-12.65%2026-03-312026-04-14

XLC SELECT SECTOR SPDR TR67.8K shares-2.14%2026-03-312026-04-14

SPSM SPDR SERIES TRUST153.3K shares1.85%2026-03-312026-04-14

XLV SELECT SECTOR SPDR TR50.4K shares-6.14%2026-03-312026-04-14

AZO AUTOZONE INC2.1K shares-11.32%2026-03-312026-04-14

MS MORGAN STANLEY43.7K shares-16.49%2026-03-312026-04-14

SPYM SPDR SERIES TRUST93.5K shares50.41%2026-03-312026-04-14

Sponsored

IBM INTERNATIONAL BUSINESS MACHS29.2K shares-5.70%2026-03-312026-04-14

CSCO CISCO SYS INC87.4K shares-11.25%2026-03-312026-04-14

XLI SELECT SECTOR SPDR TR38.8K shares-6.77%2026-03-312026-04-14

DHR DANAHER CORP DEL32.9K shares-5.18%2026-03-312026-04-14

CRM SALESFORCE INC29.9K shares-5.05%2026-03-312026-04-14

GWW WW GRAINGER INC5.1K shares-15.05%2026-03-312026-04-14

FLR FLUOR CORP113.3K shares-16.47%2026-03-312026-04-14

MCD MCDONALDS CORP16.9K shares-1.54%2026-03-312026-04-14

Sponsored

URI UNITED RENTALS INC6.9K shares-15.59%2026-03-312026-04-14

PEP PEPSICO INC31.9K shares-13.86%2026-03-312026-04-14

PWR QUANTA SVCS INC8.9K shares-22.23%2026-03-312026-04-14

BKR BAKER HUGHES COMPANY79.7K shares-22.30%2026-03-312026-04-14

SCHW SCHWAB CHARLES CORP50.5K shares-16.86%2026-03-312026-04-14

HD HOME DEPOT INC14.4K shares-17.08%2026-03-312026-04-14

MMC MARSH & MCLENNAN COS INC27.3K shares-16.65%2026-03-312026-04-14

DUKE ENERGY CORP NEW DUKE ENERGY CORP NEW35.6K shares-13.38%2026-03-312026-04-14

Sponsored

SBUX STARBUCKS CORP50.7K shares-17.80%2026-03-312026-04-14

CMG CHIPOTLE MEXICAN GRILL INC141.3K shares-21.29%2026-03-312026-04-14

APH AMPHENOL CORP35.3K shares-16.24%2026-03-312026-04-14

SHW SHERWIN WILLIAMS CO13.7K shares-13.65%2026-03-312026-04-14

GS GOLDMAN SACHS GROUP INC5.0K shares-20.25%2026-03-312026-04-14

XLP SELECT SECTOR SPDR TR50.7K shares-2.29%2026-03-312026-04-14

NFLX NETFLIX INC.42.7K shares-6.94%2026-03-312026-04-14

CBRE CBRE GROUP INC30.2K shares-8.92%2026-03-312026-04-14

Sponsored

WMT WALMART INC30.9K shares-3.36%2026-03-312026-04-14

NEE NEXTERA ENERGY INC40.9K shares-18.44%2026-03-312026-04-14

NOW SERVICENOW INC36.0K shares13.44%2026-03-312026-04-14

MELI MERCADOLIBRE INC2.2K shares-2.57%2026-03-312026-04-14

TTWO TAKE-TWO INTERACTIVE SOFTWAR18.9K shares-12.12%2026-03-312026-04-14

CSX CSX CORP90.3K shares-22.59%2026-03-312026-04-14

CVX CHEVRON CORPORATION17.9K shares-3.59%2026-03-312026-04-14

PLD PROLOGIS INC.27.4K shares-17.35%2026-03-312026-04-14

Sponsored

LECO LINCOLN ELEC HLDGS INC13.9K shares-20.13%2026-03-312026-04-14

SLB SLB LIMITED66.3K shares-24.64%2026-03-312026-04-14

AMD ADVANCED MICRO DEVICES INC16.5K shares-8.21%2026-03-312026-04-14

ADBE ADOBE INC13.5K shares-54.16%2026-03-312026-04-14

XLE SELECT SECTOR SPDR TR53.0K shares-8.43%2026-03-312026-04-14

NUE NUCOR CORP17.9K shares-20.20%2026-03-312026-04-14

MDLZ MONDELEZ INTL INC51.2K shares-11.75%2026-03-312026-04-14

MDY STATE STR SPDR S&P MIDCAP 404.5K shares4.47%2026-03-312026-04-14

Sponsored

WBS WEBSTER FINL CORP36.2K shares-4.61%2026-03-312026-04-14

RMD RESMED INC11.0K shares0.00%2026-03-312026-04-14

BAC BANK AMERICA CORP50.6K shares-17.82%2026-03-312026-04-14

ROK ROCKWELL AUTOMATION INC6.8K shares-14.98%2026-03-312026-04-14

PG PROCTER & GAMBLE CO16.4K shares-5.24%2026-03-312026-04-14

WY WEYERHAEUSER CO91.0K shares-9.56%2026-03-312026-04-14

TRMB TRIMBLE INC32.9K shares-15.74%2026-03-312026-04-14

SPMD SPDR SERIES TRUST33.5K shares5.51%2026-03-312026-04-14

Sponsored

JNJ JOHNSON & JOHNSON8.1K shares-11.20%2026-03-312026-04-14

GNRC GENERAC HLDGS INC9.8K shares-21.39%2026-03-312026-04-14

SO SOUTHERN CO18.5K shares-2.58%2026-03-312026-04-14

XLU SELECT SECTOR SPDR TR38.3K shares-8.34%2026-03-312026-04-14

INVESCO QQQ TR INVESCO QQQ TR2.7K shares-5.13%2026-03-312026-04-14

ADP AUTOMATIC DATA PROCESSING IN7.7K shares-2.96%2026-03-312026-04-14

RTX RTX CORPORATION8.0K shares-17.38%2026-03-312026-04-14

XLRE SELECT SECTOR SPDR TR36.0K shares4.43%2026-03-312026-04-14

Sponsored

ALPHABET INC ALPHABET INC4.9K shares-4.64%2026-03-312026-04-14

XLB SELECT SECTOR SPDR TR28.0K shares0.27%2026-03-312026-04-14

SUB ISHARES TR12.8K shares0.00%2026-03-312026-04-14

ORCL ORACLE CORP8.7K shares-26.06%2026-03-312026-04-14

BLACKSTONE INC BLACKSTONE INC11.1K shares0.00%2026-03-312026-04-14

COP CONOCOPHILLIPS9.4K shares-19.42%2026-03-312026-04-14

ABT ABBOTT LABORATORIES10.3K shares-1.44%2026-03-312026-04-14

GE AEROSPACE GE AEROSPACE3.6K shares0.00%2026-03-312026-04-14

Sponsored

COST COSTCO WHOLESALE CORPORATION1.0K shares-31.04%2026-03-312026-04-14

MERCK & CO INC MERCK & CO INC8.1K shares-1.81%2026-03-312026-04-14

UNH UNITEDHEALTH GROUP INC3.4K shares-81.36%2026-03-312026-04-14

CAT CATERPILLAR INC1.3K shares-12.25%2026-03-312026-04-14

EMR EMERSON ELEC CO6.2K shares-11.49%2026-03-312026-04-14

IYW ISHARES TR4.3K shares-2.75%2026-03-312026-04-14

GEV GE VERNOVA INC809 shares0.00%2026-03-312026-04-14

LMT LOCKHEED MARTIN CORP1.1K shares-22.13%2026-03-312026-04-14

Sponsored

COF CAPITAL ONE FINL CORP3.6K shares0.00%2026-03-312026-04-14

VZ VERIZON COMMUNICATIONS INC11.9K shares-14.05%2026-03-312026-04-14

GLW CORNING INC4.3K shares-5.50%2026-03-312026-04-14

IJR ISHARES TR4.6K shares-0.22%2026-03-312026-04-14

MA MASTERCARD INCORPORATED1.1K shares0.00%2026-03-312026-04-14

IVV ISHARES TR875 shares0.00%2026-03-312026-04-14

NYF ISHARES TR10.2K shares0.00%2026-03-312026-04-14

NOC NORTHROP GRUMMAN CORP765 shares-40.70%2026-03-312026-04-14

Sponsored

T AT&T INC16.8K shares-27.44%2026-03-312026-04-14

AMT AMERICAN TOWER CORP2.6K shares-9.74%2026-03-312026-04-14

HUBBELL INC HUBBELL INC900 shares0.00%2026-03-312026-04-14

SPYG SPDR SERIES TRUST4.1K shares-9.42%2026-03-312026-04-14

ITW ILLINOIS TOOL WKS INC1.4K shares-1.70%2026-03-312026-04-14

AFL AFLAC INC3.4K shares0.00%2026-03-312026-04-14

EXR EXTRA SPACE STORAGE INC2.8K shares0.00%2026-03-312026-04-14

OSK OSHKOSH CORP2.5K shares-21.56%2026-03-312026-04-14

Sponsored

CB CHUBB LTD SWITZ1.1K shares0.00%2026-03-312026-04-14

VLO VALERO ENERGY CORP1.4K shares0.00%2026-03-312026-04-14

MPC MARATHON PETE CORP1.4K shares0.00%2026-03-312026-04-14

KO COCA COLA CO4.5K shares-3.04%2026-03-312026-04-14

BA BOEING CO1.7K shares-12.87%2026-03-312026-04-14

PFE PFIZER INC11.9K shares-27.58%2026-03-312026-04-14

NUV NUVEEN MUN VALUE FD INC36.7K shares0.00%2026-03-312026-04-14

DIS DISNEY WALT CO3.3K shares-1.47%2026-03-312026-04-14

Sponsored

SYY SYSCO CORP4.4K shares-15.46%2026-03-312026-04-14

SPYV SPDR SERIES TRUST5.5K shares-5.32%2026-03-312026-04-14

GTLS CHART INDS INC1.4K shares-8.87%2026-03-312026-04-14

DLR DIGITAL RLTY TR INC1.5K shares-14.88%2026-03-312026-04-14

PNC PNC FINL SVCS GROUP INC1.3K shares0.00%2026-03-312026-04-14

CTRA COTERRA ENERGY INC7.5K sharesnew addition2026-03-312026-04-14

BFOR ALPS ETF TR3.0K shares0.00%2026-03-312026-04-14

CVS CVS HEALTH CORP3.4K shares-16.38%2026-03-312026-04-14

Sponsored

AMGN AMGEN INC700 shares-0.28%2026-03-312026-04-14

HSY HERSHEY CO1.2K shares-0.76%2026-03-312026-04-14

BMY BRISTOL-MYERS SQUIBB CO3.9K shares-4.89%2026-03-312026-04-14

IVW ISHARES TR2.1K shares0.00%2026-03-312026-04-14

ED CONSOLIDATED EDISON INC2.1K shares-33.28%2026-03-312026-04-14

NSC NORFOLK SOUTHN CORP804 shares0.00%2026-03-312026-04-14

PSX PHILLIPS 661.2K sharesnew addition2026-03-312026-04-14

BALL BALL CORP3.5K sharesnew addition2026-03-312026-04-14

Sponsored

PLG PLATINUM GROUP METALS LTD13.2K shares0.00%2026-03-312026-04-14

SPIB

SPDR SERIES TRUST

2.17%

Shares1.3M

Event2026-03-31

Filed2026-04-14

LLY

ELI LILLY & CO

-5.84%

Shares42.8K

Event2026-03-31

Filed2026-04-14

SPSB

SPDR SERIES TRUST

2.51%

Shares1.2M

Event2026-03-31

Filed2026-04-14

OBT

ORANGE CNTY BANCORP INC

-3.64%

Shares1.1M

Event2026-03-31

Filed2026-04-14

NVDA

NVIDIA CORPORATION

-20.97%

Shares186.0K

Event2026-03-31

Filed2026-04-14

ISRG

INTUITIVE SURGICAL INC

-0.30%

Shares65.8K

Event2026-03-31

Filed2026-04-14

MSFT

MICROSOFT CORP

-8.22%

Shares67.8K

Event2026-03-31

Filed2026-04-14

XLK

SELECT SECTOR SPDR TR

-3.40%

Shares188.7K

Event2026-03-31

Filed2026-04-14

AAPL

APPLE INC

-12.89%

Shares96.8K

Event2026-03-31

Filed2026-04-14

ALPHABET INC

-18.37%

Shares77.0K

Event2026-03-31

Filed2026-04-14

AMZN

AMAZON COM INC

-13.08%

Shares79.9K

Event2026-03-31

Filed2026-04-14

KLAC

KLA CORP

-20.99%

Shares11.0K

Event2026-03-31

Filed2026-04-14

CIEN

CIENA CORP

-24.06%

Shares37.9K

Event2026-03-31

Filed2026-04-14

JPM

JPMORGAN CHASE & CO

-14.67%

Shares45.4K

Event2026-03-31

Filed2026-04-14

SPY

STATE STR SPDR S&P 500 ETF T

-4.23%

Shares18.0K

Event2026-03-31

Filed2026-04-14

BROADCOM INC

-30.88%

Shares36.6K

Event2026-03-31

Filed2026-04-14

XOM

EXXON MOBIL CORP

-24.19%

Shares62.4K

Event2026-03-31

Filed2026-04-14

AXP

AMERICAN EXPRESS CO

-4.06%

Shares35.0K

Event2026-03-31

Filed2026-04-14

ABBV

ABBVIE INC

-6.35%

Shares45.7K

Event2026-03-31

Filed2026-04-14

XLF

SELECT SECTOR SPDR TR

-2.45%

Shares196.1K

Event2026-03-31

Filed2026-04-14

VISA INC

-8.83%

Shares29.8K

Event2026-03-31

Filed2026-04-14