Hudson Valley Investment Advisors
Latest statistics and disclosures from Orange Investment Advisors's latest quarterly 13F-HR filing:
- Top 5 stock holdings are LLY, NVDA, SPIB, ISRG, MSFT, and represent 23.15% of Orange Investment Advisors's stock portfolio.
- Added to shares of these 10 stocks: XLK (+$14M), XLY, NOW, NFLX, ADBE, SPYM, XLE, XLU, XLB, CMG.
- Started 2 new stock positions in MPC, ALB.
- Reduced shares in these 10 stocks: GTLS (-$10M), CIEN (-$7.2M), GOOG (-$6.8M), NVDA (-$5.1M), KLAC (-$5.1M), MSFT, AAPL, AXP, JPM, LLY.
- Sold out of its positions in AGNC, BP, BK, BRSP, RA, CI, CAH, DVN, PFFA, ECC.
- Orange Investment Advisors was a net seller of stock by $-77M.
- Orange Investment Advisors has $904M in assets under management (AUM), dropping by -5.89%.
- Central Index Key (CIK): 0000943442
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Portfolio Holdings for Orange Investment Advisors
Orange Investment Advisors holds 149 positions in its portfolio as reported in the December 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Eli Lilly & Co. (LLY) | 5.4 | $49M | -5% | 46k | 1074.68 |
|
| NVIDIA Corporation (NVDA) | 4.9 | $44M | -10% | 235k | 186.50 |
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| Spdr Series Trust State Street Spd (SPIB) | 4.8 | $43M | 1.3M | 33.81 |
|
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| Intuitive Surgical Com New (ISRG) | 4.1 | $37M | 66k | 566.36 |
|
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| Microsoft Corporation (MSFT) | 3.9 | $36M | -11% | 74k | 483.62 |
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| Spdr Series Trust State Street Spd (SPSB) | 3.8 | $34M | 1.1M | 30.20 |
|
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| Orange County Ban (OBT) | 3.5 | $32M | -5% | 1.1M | 28.55 |
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| Apple (AAPL) | 3.3 | $30M | -9% | 111k | 271.86 |
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| Alphabet Cap Stk Cl C (GOOG) | 3.3 | $30M | -18% | 94k | 313.80 |
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| Select Sector Spdr Tr State Street Tec (XLK) | 3.1 | $28M | +96% | 195k | 143.97 |
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| Amazon (AMZN) | 2.3 | $21M | -6% | 92k | 230.82 |
|
| Broadcom (AVGO) | 2.0 | $18M | -6% | 53k | 346.10 |
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| JPMorgan Chase & Co. (JPM) | 1.9 | $17M | -13% | 53k | 322.22 |
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| Kla Corp Com New (KLAC) | 1.9 | $17M | -23% | 14k | 1215.08 |
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| American Express Company (AXP) | 1.5 | $14M | -17% | 36k | 369.95 |
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| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 1.4 | $13M | -4% | 19k | 681.92 |
|
| Meta Platforms Cl A (META) | 1.4 | $13M | -8% | 19k | 660.09 |
|
| Ciena Corp Com New (CIEN) | 1.3 | $12M | -38% | 50k | 233.87 |
|
| Visa Com Cl A (V) | 1.3 | $12M | -7% | 33k | 350.72 |
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| Abbvie (ABBV) | 1.2 | $11M | -3% | 49k | 228.49 |
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| Select Sector Spdr Tr State Street Fin (XLF) | 1.2 | $11M | 201k | 54.77 |
|
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| Adobe Systems Incorporated (ADBE) | 1.1 | $10M | +21% | 30k | 350.00 |
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| Thermo Fisher Scientific (TMO) | 1.1 | $10M | -14% | 18k | 579.43 |
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| Exxon Mobil Corporation (XOM) | 1.1 | $9.9M | -11% | 82k | 120.34 |
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| Medtronic SHS (MDT) | 1.1 | $9.8M | 102k | 96.06 |
|
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| Morgan Stanley Com New (MS) | 1.0 | $9.3M | -18% | 52k | 177.53 |
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| International Business Machines (IBM) | 1.0 | $9.2M | -13% | 31k | 296.21 |
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| Select Sector Spdr Tr State Street Con (XLY) | 1.0 | $8.7M | +97% | 73k | 119.41 |
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| salesforce (CRM) | 0.9 | $8.3M | -11% | 32k | 264.91 |
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| Ishares Tr Fltg Rate Nt Etf (FLOT) | 0.9 | $8.3M | 164k | 50.86 |
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| Select Sector Spdr Tr State Street Hea (XLV) | 0.9 | $8.3M | -5% | 54k | 154.80 |
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| AutoZone (AZO) | 0.9 | $8.2M | -8% | 2.4k | 3392.91 |
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| Select Sector Spdr Tr State Street Com (XLC) | 0.9 | $8.2M | -2% | 69k | 117.72 |
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| Danaher Corporation (DHR) | 0.9 | $7.9M | -6% | 35k | 228.92 |
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| Cisco Systems (CSCO) | 0.8 | $7.6M | -22% | 99k | 77.03 |
|
| Spdr Series Trust State Street Spd (SPSM) | 0.8 | $7.1M | 151k | 46.86 |
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| Chipotle Mexican Grill (CMG) | 0.7 | $6.6M | +8% | 180k | 37.00 |
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| United Rentals (URI) | 0.7 | $6.6M | -26% | 8.2k | 809.32 |
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| Select Sector Spdr Tr State Street Ind (XLI) | 0.7 | $6.5M | -2% | 42k | 155.12 |
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| Charles Schwab Corporation (SCHW) | 0.7 | $6.1M | -9% | 61k | 99.91 |
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| W.W. Grainger (GWW) | 0.7 | $6.1M | -11% | 6.0k | 1009.04 |
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| Marsh & McLennan Companies | 0.7 | $6.1M | -30% | 33k | 185.53 |
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| UnitedHealth (UNH) | 0.7 | $6.0M | -4% | 18k | 330.11 |
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| Home Depot (HD) | 0.7 | $6.0M | -21% | 17k | 344.09 |
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| Amphenol Corp Cl A (APH) | 0.6 | $5.7M | -18% | 42k | 135.14 |
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| Goldman Sachs (GS) | 0.6 | $5.5M | -23% | 6.3k | 879.00 |
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| Take-Two Interactive Software (TTWO) | 0.6 | $5.5M | -5% | 22k | 256.03 |
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| Fluor Corporation (FLR) | 0.6 | $5.4M | -10% | 136k | 39.63 |
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| Cbre Group Cl A (CBRE) | 0.6 | $5.3M | -11% | 33k | 160.79 |
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| Pepsi (PEP) | 0.6 | $5.3M | -10% | 37k | 143.52 |
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| McDonald's Corporation (MCD) | 0.6 | $5.2M | 17k | 305.62 |
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| Starbucks Corporation (SBUX) | 0.6 | $5.2M | -6% | 62k | 84.21 |
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| Sherwin-Williams Company (SHW) | 0.6 | $5.1M | -6% | 16k | 324.01 |
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| Spdr Series Trust State Street Spd (SPYM) | 0.6 | $5.0M | +51% | 62k | 80.22 |
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| Servicenow (NOW) | 0.5 | $4.9M | +449% | 32k | 153.19 |
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| Quanta Services (PWR) | 0.5 | $4.8M | -14% | 11k | 422.06 |
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| Duke Energy Corp Com New (DUK) | 0.5 | $4.8M | -5% | 41k | 117.21 |
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| Baker Hughes Company Cl A (BKR) | 0.5 | $4.7M | -13% | 103k | 45.54 |
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| MercadoLibre (MELI) | 0.5 | $4.5M | +5% | 2.2k | 2014.27 |
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| Netflix (NFLX) | 0.5 | $4.3M | +920% | 46k | 93.76 |
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| Prologis (PLD) | 0.5 | $4.2M | -15% | 33k | 127.66 |
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| CSX Corporation (CSX) | 0.5 | $4.2M | -16% | 117k | 36.25 |
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| Lincoln Electric Holdings (LECO) | 0.5 | $4.2M | -14% | 17k | 239.65 |
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| Select Sector Spdr Tr State Street Con (XLP) | 0.4 | $4.0M | 52k | 77.68 |
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| Nextera Energy (NEE) | 0.4 | $4.0M | -9% | 50k | 80.28 |
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| Advanced Micro Devices (AMD) | 0.4 | $3.8M | -13% | 18k | 214.16 |
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| Nucor Corporation (NUE) | 0.4 | $3.7M | -15% | 22k | 163.10 |
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| Blue Owl Capital Com Cl A (OWL) | 0.4 | $3.6M | +3% | 243k | 14.94 |
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| Wal-Mart Stores (WMT) | 0.4 | $3.6M | -16% | 32k | 111.41 |
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| Bank of America Corporation (BAC) | 0.4 | $3.4M | -24% | 62k | 55.00 |
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| SLB Com Stk (SLB) | 0.4 | $3.4M | -7% | 88k | 38.38 |
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| Mondelez Intl Cl A (MDLZ) | 0.3 | $3.1M | -2% | 58k | 53.83 |
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| Rockwell Automation (ROK) | 0.3 | $3.1M | -12% | 8.0k | 389.07 |
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| Trimble Navigation (TRMB) | 0.3 | $3.1M | -13% | 39k | 78.35 |
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| Chevron Corporation (CVX) | 0.3 | $2.8M | -14% | 19k | 152.41 |
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| ResMed (RMD) | 0.3 | $2.6M | 11k | 240.87 |
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| Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) | 0.3 | $2.6M | 4.3k | 603.28 |
|
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| Select Sector Spdr Tr State Street Ene (XLE) | 0.3 | $2.6M | +90% | 58k | 44.71 |
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| Procter & Gamble Company (PG) | 0.3 | $2.5M | -5% | 17k | 143.31 |
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| Webster Financial Corporation (WBS) | 0.3 | $2.4M | -17% | 38k | 62.94 |
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| Weyerhaeuser Co Mtn Be Com New (WY) | 0.3 | $2.4M | -8% | 101k | 23.69 |
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| Oracle Corporation (ORCL) | 0.3 | $2.3M | -22% | 12k | 194.92 |
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| Automatic Data Processing (ADP) | 0.2 | $2.0M | -5% | 7.9k | 257.23 |
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| Johnson & Johnson (JNJ) | 0.2 | $1.9M | -17% | 9.1k | 206.95 |
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| Spdr Series Trust State Street Spd (SPMD) | 0.2 | $1.8M | +5% | 32k | 57.91 |
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| Select Sector Spdr Tr State Street Uti (XLU) | 0.2 | $1.8M | +89% | 42k | 42.69 |
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| Raytheon Technologies Corp (RTX) | 0.2 | $1.8M | 9.6k | 183.40 |
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.2 | $1.8M | +4% | 2.9k | 614.31 |
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| Blackstone Group Inc Com Cl A (BX) | 0.2 | $1.7M | -10% | 11k | 154.14 |
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| Generac Holdings (GNRC) | 0.2 | $1.7M | -7% | 12k | 136.37 |
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| Southern Company (SO) | 0.2 | $1.7M | -5% | 19k | 87.20 |
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| Alphabet Cap Stk Cl A (GOOGL) | 0.2 | $1.6M | -24% | 5.1k | 313.00 |
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| Select Sector Spdr Tr State Street Rea (XLRE) | 0.2 | $1.4M | +3% | 35k | 40.35 |
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| Ishares Tr Shrt Nat Mun Etf (SUB) | 0.2 | $1.4M | +5% | 13k | 106.70 |
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| Abbott Laboratories (ABT) | 0.1 | $1.3M | 10k | 125.29 |
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| Costco Wholesale Corporation (COST) | 0.1 | $1.3M | -12% | 1.5k | 862.34 |
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| Select Sector Spdr Tr State Street Mat (XLB) | 0.1 | $1.3M | +102% | 28k | 45.35 |
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| Ge Aerospace Com New (GE) | 0.1 | $1.1M | -4% | 3.6k | 308.03 |
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| ConocoPhillips (COP) | 0.1 | $1.1M | -18% | 12k | 93.61 |
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| Commercial Metals Company (CMC) | 0.1 | $1.0M | 15k | 69.22 |
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| Csw Industrials (CSW) | 0.1 | $943k | 3.2k | 293.53 |
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| Emerson Electric (EMR) | 0.1 | $924k | -33% | 7.0k | 132.71 |
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| Ishares Tr U.s. Tech Etf (IYW) | 0.1 | $873k | 4.4k | 199.68 |
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| Merck & Co (MRK) | 0.1 | $871k | -23% | 8.3k | 105.26 |
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| Capital One Financial (COF) | 0.1 | $869k | +2% | 3.6k | 242.36 |
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| Caterpillar (CAT) | 0.1 | $819k | -45% | 1.4k | 572.87 |
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| Northrop Grumman Corporation (NOC) | 0.1 | $736k | -31% | 1.3k | 570.21 |
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| Lockheed Martin Corporation (LMT) | 0.1 | $675k | 1.4k | 483.84 |
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| Mastercard Incorporated Cl A (MA) | 0.1 | $655k | +3% | 1.1k | 570.88 |
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| Ishares Tr Core S&p500 Etf (IVV) | 0.1 | $599k | +12% | 875.00 | 684.94 |
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| At&t (T) | 0.1 | $574k | -32% | 23k | 24.84 |
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| Verizon Communications (VZ) | 0.1 | $563k | -38% | 14k | 40.73 |
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| Ishares Tr Core S&p Scp Etf (IJR) | 0.1 | $557k | +8% | 4.6k | 120.18 |
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| Ishares Tr New York Mun Etf (NYF) | 0.1 | $546k | +5% | 10k | 53.51 |
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| Ge Vernova (GEV) | 0.1 | $529k | -4% | 809.00 | 653.57 |
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| American Tower Reit (AMT) | 0.1 | $514k | -11% | 2.9k | 175.57 |
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| Spdr Series Trust State Street Spd (SPYG) | 0.1 | $479k | -9% | 4.5k | 106.70 |
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| Boeing Company (BA) | 0.0 | $422k | -36% | 1.9k | 217.12 |
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| Pfizer (PFE) | 0.0 | $410k | -42% | 16k | 24.90 |
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| Hubbell (HUBB) | 0.0 | $400k | 900.00 | 444.11 |
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| Corning Incorporated (GLW) | 0.0 | $398k | -52% | 4.5k | 87.56 |
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| Oshkosh Corporation (OSK) | 0.0 | $393k | 3.1k | 125.63 |
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| Walt Disney Company (DIS) | 0.0 | $386k | 3.4k | 113.77 |
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| SYSCO Corporation (SYY) | 0.0 | $381k | -43% | 5.2k | 73.69 |
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| AFLAC Incorporated (AFL) | 0.0 | $375k | 3.4k | 110.27 |
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| Extra Space Storage (EXR) | 0.0 | $367k | 2.8k | 130.22 |
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| Illinois Tool Works (ITW) | 0.0 | $362k | +5% | 1.5k | 246.30 |
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| Chubb (CB) | 0.0 | $340k | -26% | 1.1k | 312.10 |
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| Nuveen Muni Value Fund (NUV) | 0.0 | $333k | -6% | 37k | 9.06 |
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| Spdr Series Trust State Street Spd (SPYV) | 0.0 | $328k | -10% | 5.8k | 56.81 |
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| CVS Caremark Corporation (CVS) | 0.0 | $327k | -44% | 4.1k | 79.36 |
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| Coca-Cola Company (KO) | 0.0 | $322k | +3% | 4.6k | 69.91 |
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| Chart Industries (GTLS) | 0.0 | $321k | -96% | 1.6k | 206.23 |
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| Albemarle Corporation (ALB) | 0.0 | $308k | NEW | 2.2k | 141.44 |
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| Consolidated Edison (ED) | 0.0 | $306k | +29% | 3.1k | 99.32 |
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| Digital Realty Trust (DLR) | 0.0 | $281k | 1.8k | 154.71 |
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| PNC Financial Services (PNC) | 0.0 | $266k | -19% | 1.3k | 208.73 |
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| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.0 | $256k | 2.1k | 123.26 |
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| Honeywell International (HON) | 0.0 | $255k | +6% | 1.3k | 195.09 |
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| Alps Etf Tr Barrons 400 Etf (BFOR) | 0.0 | $247k | 3.0k | 82.35 |
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| Tesla Motors (TSLA) | 0.0 | $236k | -27% | 525.00 | 449.72 |
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| Norfolk Southern (NSC) | 0.0 | $232k | -46% | 804.00 | 288.72 |
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| Valero Energy Corporation (VLO) | 0.0 | $232k | 1.4k | 162.79 |
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| Amgen (AMGN) | 0.0 | $230k | -43% | 702.00 | 327.31 |
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| Balchem Corporation (BCPC) | 0.0 | $229k | -40% | 1.5k | 153.36 |
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| Marathon Petroleum Corp (MPC) | 0.0 | $229k | NEW | 1.4k | 162.63 |
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| Bristol Myers Squibb (BMY) | 0.0 | $221k | -40% | 4.1k | 53.94 |
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| Hershey Company (HSY) | 0.0 | $215k | 1.2k | 181.98 |
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| Platinum Group Metals (PLG) | 0.0 | $31k | 13k | 2.36 |
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Past Filings by Orange Investment Advisors
SEC 13F filings are viewable for Orange Investment Advisors going back to 2012
- Orange Investment Advisors 2025 Q4 filed Feb. 6, 2026
- Orange Investment Advisors 2025 Q3 filed Oct. 16, 2025
- Hudson Valley Investment Advisors 2025 Q2 filed July 21, 2025
- Hudson Valley Investment Advisors 2025 Q1 filed April 11, 2025
- Hudson Valley Investment Advisors 2024 Q4 filed Jan. 10, 2025
- Hudson Valley Investment Advisors 2024 Q3 filed Oct. 25, 2024
- Hudson Valley Investment Advisors 2024 Q2 filed July 2, 2024
- Hudson Valley Investment Advisors 2024 Q1 filed April 12, 2024
- Hudson Valley Investment Advisors 2023 Q4 filed Jan. 12, 2024
- Hudson Valley Investment Advisors 2023 Q3 filed Oct. 27, 2023
- Hudson Valley Investment Advisors 2023 Q2 filed July 17, 2023
- Hudson Valley Investment Advisors 2023 Q1 filed April 6, 2023
- Hudson Valley Investment Advisors 2022 Q4 filed Feb. 1, 2023
- Hudson Valley Investment Advisors 2022 Q3 filed Oct. 11, 2022
- Hudson Valley Investment Advisors 2022 Q2 filed July 18, 2022
- Hudson Valley Investment Advisors 2022 Q1 filed April 20, 2022