DOSSIER · 13F-HR · Q2 2026

Orange Investment Advisors, Inc.

$823M in tracked AUM across 143 positions as of Q2 2026.

OI
CIK 0000943442 · last filed Jun 30, 2026
Total AUM
$823M
as of Q2 2026
Holdings
143
positions
Whale Score
59
59
tracked
Activity
no data
changes this Q
AI Analysis · Q2 2026

Orange Investment Advisors, Inc. filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
LLY
ELI LILLY & CO
$50M41K6.0%
02
SPIB
SPDR SERIES TRUST
$45M1.3M5.4%
03
OBT
ORANGE CNTY BANCORP INC
$39M1.1M4.7%
04
SPSB
SPDR SERIES TRUST
$35M1.2M4.3%
05
XLK
SELECT SECTOR SPDR TR
$35M183K4.2%
06
NVDA
NVIDIA CORPORATION
$33M166K4.0%
07
KLAC
KLA CORP
$28M91K3.3%
08
AAPL
APPLE INC
$26M90K3.2%
09
ISRG
INTUITIVE SURGICAL INC
$26M65K3.1%
10
GOOG
ALPHABET INC
$25M70K3.0%

Filing history

2026Q2Jun 30
$823M 6.7%
143 positionsView →
2026Q1Mar 31
$772M 14.6%
145 positionsView →
2025Q4Dec 31
$904M 74.3%
149 positionsView →
2025Q3Sep 30
$519M 7.7%
82 positionsView →
2025Q2Jun 30
$481M 12.3%
81 positionsLocked
2025Q1Mar 31
$429M 51.5%
74 positionsLocked
2024Q4Dec 31
$883M 2.3%
177 positionsLocked
2024Q3Sep 30
$904M 17.4%
174 positionsLocked
2024Q2Jun 30
$769M 7.8%
181 positionsLocked
2024Q1Mar 31
$835M 14.3%
178 positionsLocked
2023Q4Dec 31
$730M 3.0%
184 positionsLocked
2023Q3Sep 30
$709M 4.0%
184 positionsLocked
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