Hudson Valley Investment Advisors
Latest statistics and disclosures from Orange Investment Advisors's latest quarterly 13F-HR filing:
- Top 5 stock holdings are NVDA, SPIB, MSFT, LLY, SPSB, and represent 21.68% of Orange Investment Advisors's stock portfolio.
- Added to shares of these 10 stocks: SPIB, SPSB, XLK, SPSM, FLOT, TTWO, IBM, XLF, XLY, SPMD.
- Started 4 new stock positions in INTC, GLD, HSY, VLO.
- Reduced shares in these 10 stocks: NVDA, AAPL, CIEN, MSFT, GOOG, GTLS, URI, CSX, JPM, AVGO.
- Sold out of its positions in JPST, Walgreen Boots Alliance.
- Orange Investment Advisors was a net seller of stock by $-7.5M.
- Orange Investment Advisors has $961M in assets under management (AUM), dropping by 5.15%.
- Central Index Key (CIK): 0000943442
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Portfolio Holdings for Orange Investment Advisors
Orange Investment Advisors holds 177 positions in its portfolio as reported in the September 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| NVIDIA Corporation (NVDA) | 5.1 | $49M | -6% | 263k | 186.58 |
|
| SPDR Barclay Cp Intr Trm Cr Bd (SPIB) | 4.6 | $44M | +6% | 1.3M | 33.89 |
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| Microsoft Corporation (MSFT) | 4.5 | $43M | -2% | 84k | 517.95 |
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| Eli Lilly & Co. (LLY) | 3.8 | $37M | 48k | 763.00 |
|
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| SPDR Barclays Cptl Shrt Term Corp Bd ETF (SPSB) | 3.6 | $35M | +6% | 1.2M | 30.29 |
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| Apple (AAPL) | 3.3 | $31M | -4% | 123k | 254.63 |
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| Intuitive Surgical (ISRG) | 3.1 | $30M | 66k | 447.23 |
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| Orange County Ban (OBT) | 3.0 | $29M | 1.2M | 25.21 |
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| Alphabet Inc Class C cs (GOOG) | 2.9 | $28M | -3% | 116k | 243.55 |
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| Technology SPDR (XLK) | 2.9 | $28M | +7% | 99k | 281.86 |
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| Amazon (AMZN) | 2.3 | $22M | 99k | 219.57 |
|
|
| KLA-Tencor Corporation (KLAC) | 2.0 | $19M | -2% | 18k | 1078.60 |
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| JPMorgan Chase & Co. (JPM) | 2.0 | $19M | -3% | 62k | 315.43 |
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| Broadcom (AVGO) | 1.9 | $19M | -2% | 57k | 329.91 |
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| Facebook Inc cl a (META) | 1.6 | $16M | 21k | 734.38 |
|
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| American Express Company (AXP) | 1.5 | $15M | -3% | 44k | 332.16 |
|
| Spdr S&p 500 Etf (SPY) | 1.4 | $13M | 20k | 666.18 |
|
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| Visa (V) | 1.3 | $12M | 35k | 341.39 |
|
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| Ciena Corporation (CIEN) | 1.2 | $12M | -8% | 81k | 145.67 |
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| Abbvie (ABBV) | 1.2 | $12M | 51k | 231.54 |
|
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| AutoZone (AZO) | 1.2 | $11M | -2% | 2.6k | 4291.87 |
|
| Financial Select Sector SPDR (XLF) | 1.1 | $11M | +4% | 204k | 53.87 |
|
| United Rentals (URI) | 1.1 | $11M | -8% | 11k | 954.66 |
|
| Exxon Mobil Corporation (XOM) | 1.1 | $11M | -2% | 93k | 112.75 |
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| Chart Industries (GTLS) | 1.1 | $10M | -8% | 51k | 200.15 |
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| Morgan Stanley (MS) | 1.1 | $10M | -4% | 64k | 158.96 |
|
| International Business Machines (IBM) | 1.0 | $10M | +5% | 36k | 282.16 |
|
| Thermo Fisher Scientific (TMO) | 1.0 | $10M | -3% | 21k | 485.01 |
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| Medtronic (MDT) | 1.0 | $9.8M | 103k | 95.24 |
|
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| Marsh & McLennan Companies (MMC) | 1.0 | $9.5M | 47k | 201.53 |
|
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| Home Depot (HD) | 0.9 | $9.0M | 22k | 405.18 |
|
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| Consumer Discretionary SPDR (XLY) | 0.9 | $8.8M | +5% | 37k | 239.64 |
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| Cisco Systems (CSCO) | 0.9 | $8.7M | 127k | 68.42 |
|
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| Adobe Systems Incorporated (ADBE) | 0.9 | $8.6M | 24k | 352.76 |
|
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| Ishares Tr fltg rate nt (FLOT) | 0.9 | $8.5M | +8% | 166k | 51.09 |
|
| salesforce (CRM) | 0.9 | $8.5M | 36k | 237.00 |
|
|
| Select Sector Spdr Tr Communic etfeqty (XLC) | 0.9 | $8.4M | +4% | 71k | 118.37 |
|
| Health Care SPDR (XLV) | 0.8 | $7.9M | +4% | 57k | 139.17 |
|
| Danaher Corporation (DHR) | 0.8 | $7.4M | -4% | 37k | 198.26 |
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| Spdr Ser Tr spdr russel 2000 (SPSM) | 0.7 | $6.9M | +13% | 150k | 46.32 |
|
| Industrial SPDR (XLI) | 0.7 | $6.6M | 43k | 154.23 |
|
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| UnitedHealth (UNH) | 0.7 | $6.6M | 19k | 345.31 |
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| Goldman Sachs (GS) | 0.7 | $6.6M | -5% | 8.2k | 796.35 |
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| Chipotle Mexican Grill (CMG) | 0.7 | $6.5M | +3% | 166k | 39.19 |
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| W.W. Grainger (GWW) | 0.7 | $6.5M | 6.8k | 952.96 |
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| Fluor Corporation (FLR) | 0.7 | $6.4M | -3% | 152k | 42.07 |
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| Amphenol Corporation (APH) | 0.7 | $6.4M | -7% | 52k | 123.75 |
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| Charles Schwab Corporation (SCHW) | 0.7 | $6.4M | 67k | 95.47 |
|
|
| Take-Two Interactive Software (TTWO) | 0.6 | $5.9M | +10% | 23k | 258.36 |
|
| Cbre Group Inc Cl A (CBRE) | 0.6 | $5.9M | -5% | 37k | 157.56 |
|
| Sherwin-Williams Company (SHW) | 0.6 | $5.9M | -3% | 17k | 346.24 |
|
| Pepsi (PEP) | 0.6 | $5.8M | -4% | 41k | 140.44 |
|
| Baker Hughes A Ge Company (BKR) | 0.6 | $5.8M | -2% | 118k | 48.72 |
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| Starbucks Corporation (SBUX) | 0.6 | $5.6M | -3% | 66k | 84.60 |
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| Quanta Services (PWR) | 0.6 | $5.5M | -3% | 13k | 414.42 |
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| Netflix (NFLX) | 0.6 | $5.4M | 4.5k | 1198.92 |
|
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| Duke Energy (DUK) | 0.6 | $5.4M | +2% | 43k | 123.75 |
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| Servicenow (NOW) | 0.6 | $5.3M | +5% | 5.8k | 920.28 |
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| McDonald's Corporation (MCD) | 0.5 | $5.2M | 17k | 303.88 |
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| CSX Corporation (CSX) | 0.5 | $5.0M | -11% | 140k | 35.51 |
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| MercadoLibre (MELI) | 0.5 | $4.9M | +8% | 2.1k | 2336.94 |
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| Lincoln Electric Holdings (LECO) | 0.5 | $4.8M | -5% | 20k | 235.83 |
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| Prologis (PLD) | 0.5 | $4.5M | -7% | 39k | 114.52 |
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| Oracle Corporation (ORCL) | 0.4 | $4.2M | -2% | 15k | 281.25 |
|
| Bank of America Corporation (BAC) | 0.4 | $4.2M | 81k | 51.59 |
|
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| Nextera Energy (NEE) | 0.4 | $4.2M | +2% | 55k | 75.49 |
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| Consumer Staples Select Sect. SPDR (XLP) | 0.4 | $4.1M | +7% | 53k | 78.37 |
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| Blue Owl Capital (OWL) | 0.4 | $4.0M | 235k | 16.93 |
|
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| Wal-Mart Stores (WMT) | 0.4 | $4.0M | 38k | 103.06 |
|
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| Mondelez Int (MDLZ) | 0.4 | $3.7M | 60k | 62.47 |
|
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| Trimble Navigation (TRMB) | 0.4 | $3.7M | -3% | 45k | 81.65 |
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| Nucor Corporation (NUE) | 0.4 | $3.6M | -11% | 27k | 135.42 |
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| Advanced Micro Devices (AMD) | 0.4 | $3.4M | -6% | 21k | 161.79 |
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| Chevron Corporation (CVX) | 0.3 | $3.4M | 22k | 155.29 |
|
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| Schlumberger (SLB) | 0.3 | $3.3M | 95k | 34.37 |
|
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| SPDR DJ Wilshire Large Cap (SPLG) | 0.3 | $3.2M | +9% | 41k | 78.34 |
|
| Rockwell Automation (ROK) | 0.3 | $3.2M | 9.1k | 349.53 |
|
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| ResMed (RMD) | 0.3 | $3.0M | 11k | 273.73 |
|
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| Procter & Gamble Company (PG) | 0.3 | $2.8M | 18k | 153.65 |
|
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| Webster Financial Corporation (WBS) | 0.3 | $2.7M | 46k | 59.44 |
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| Energy Select Sector SPDR (XLE) | 0.3 | $2.7M | 30k | 89.34 |
|
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| Weyerhaeuser Company (WY) | 0.3 | $2.7M | -4% | 110k | 24.79 |
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| SPDR S&P MidCap 400 ETF (MDY) | 0.3 | $2.6M | 4.4k | 596.03 |
|
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| Automatic Data Processing (ADP) | 0.3 | $2.4M | 8.3k | 293.50 |
|
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| Generac Holdings (GNRC) | 0.2 | $2.3M | -10% | 14k | 167.40 |
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| Blackstone Group Inc Com Cl A (BX) | 0.2 | $2.1M | 12k | 170.85 |
|
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| Johnson & Johnson (JNJ) | 0.2 | $2.1M | 11k | 185.42 |
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| Utilities SPDR (XLU) | 0.2 | $1.9M | +4% | 22k | 87.21 |
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| Southern Company (SO) | 0.2 | $1.9M | 20k | 94.77 |
|
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| SPDR DJ Wilshire Mid Cap (SPMD) | 0.2 | $1.7M | +28% | 30k | 57.19 |
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| Invesco Qqq Trust Series 1 (QQQ) | 0.2 | $1.6M | -2% | 2.7k | 600.37 |
|
| Alphabet Inc Class A cs (GOOGL) | 0.2 | $1.6M | 6.8k | 243.10 |
|
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| Raytheon Technologies Corp (RTX) | 0.2 | $1.6M | 9.8k | 167.33 |
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| Costco Wholesale Corporation (COST) | 0.2 | $1.6M | -7% | 1.7k | 925.63 |
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| Real Estate Select Sect Spdr (XLRE) | 0.1 | $1.4M | +14% | 34k | 42.13 |
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| Abbott Laboratories (ABT) | 0.1 | $1.4M | 10k | 133.94 |
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| Emerson Electric (EMR) | 0.1 | $1.4M | 11k | 131.17 |
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| ConocoPhillips (COP) | 0.1 | $1.4M | 14k | 94.59 |
|
|
| iShrs S&P ShtTrm Ntnl AMTFr MncplBnf ETF (SUB) | 0.1 | $1.3M | +6% | 12k | 106.78 |
|
| Caterpillar (CAT) | 0.1 | $1.3M | 2.6k | 477.15 |
|
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| Materials SPDR (XLB) | 0.1 | $1.2M | +7% | 14k | 89.62 |
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| General Electric (GE) | 0.1 | $1.1M | 3.8k | 300.82 |
|
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| Northrop Grumman Corporation (NOC) | 0.1 | $1.1M | 1.9k | 609.32 |
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| Verizon Communications (VZ) | 0.1 | $981k | 22k | 43.95 |
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| At&t (T) | 0.1 | $969k | 34k | 28.24 |
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| Merck & Co (MRK) | 0.1 | $914k | -2% | 11k | 83.93 |
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| iShares Dow Jones US Technology (IYW) | 0.1 | $870k | 4.4k | 195.86 |
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| Commercial Metals Company (CMC) | 0.1 | $837k | 15k | 57.28 |
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| Corning Incorporated (GLW) | 0.1 | $791k | 9.6k | 82.03 |
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| Csw Industrials (CSW) | 0.1 | $780k | 3.2k | 242.75 |
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| SYSCO Corporation (SYY) | 0.1 | $753k | 9.1k | 82.34 |
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| Capital One Financial (COF) | 0.1 | $744k | 3.5k | 212.58 |
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| Pfizer (PFE) | 0.1 | $733k | -2% | 29k | 25.48 |
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| Lockheed Martin Corporation (LMT) | 0.1 | $697k | 1.4k | 499.04 |
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| Boeing Company (BA) | 0.1 | $661k | 3.1k | 215.83 |
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| American Tower Reit (AMT) | 0.1 | $639k | 3.3k | 192.32 |
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| MasterCard Incorporated (MA) | 0.1 | $632k | +2% | 1.1k | 568.81 |
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| Suno (SUN) | 0.1 | $600k | 12k | 50.01 |
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| CVS Caremark Corporation (CVS) | 0.1 | $562k | -3% | 7.5k | 75.39 |
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| Ge Vernova (GEV) | 0.1 | $523k | 850.00 | 614.90 |
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| iShares S&P 500 Index (IVV) | 0.1 | $519k | 775.00 | 669.30 |
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| iShares S&P AMT-Fr Mncpl Bnd (NYF) | 0.1 | $518k | 9.7k | 53.35 |
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| SPDR DJ Wilshire Large Cap Growth (SPYG) | 0.1 | $516k | -2% | 4.9k | 104.51 |
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| iShares S&P SmallCap 600 Index (IJR) | 0.1 | $506k | 4.3k | 118.83 |
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| Norfolk Southern (NSC) | 0.0 | $451k | 1.5k | 300.41 |
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| Chubb (CB) | 0.0 | $418k | -2% | 1.5k | 282.23 |
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| Oshkosh Corporation (OSK) | 0.0 | $406k | 3.1k | 129.70 |
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| Extra Space Storage (EXR) | 0.0 | $396k | 2.8k | 140.94 |
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| Walt Disney Company (DIS) | 0.0 | $393k | -2% | 3.4k | 114.50 |
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| Hubbell (HUBB) | 0.0 | $387k | 900.00 | 430.31 |
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| Bank of New York Mellon Corporation (BK) | 0.0 | $380k | 3.5k | 108.96 |
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| AFLAC Incorporated (AFL) | 0.0 | $376k | +4% | 3.4k | 111.70 |
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| Balchem Corporation (BCPC) | 0.0 | $374k | 2.5k | 150.06 |
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| Illinois Tool Works (ITW) | 0.0 | $361k | 1.4k | 260.76 |
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| SPDR DJ Wilshire Large Cap Value (SPYV) | 0.0 | $358k | -3% | 6.5k | 55.33 |
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| Amgen (AMGN) | 0.0 | $353k | 1.3k | 282.20 |
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| Nuveen Muni Value Fund (NUV) | 0.0 | $352k | -4% | 39k | 8.98 |
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| 3M Company (MMM) | 0.0 | $341k | 2.2k | 155.18 |
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| Tesla Motors (TSLA) | 0.0 | $321k | -8% | 721.00 | 444.72 |
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| PNC Financial Services (PNC) | 0.0 | $317k | 1.6k | 200.93 |
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| Digital Realty Trust (DLR) | 0.0 | $314k | -20% | 1.8k | 172.88 |
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| Invesco Cef Income Composite Etf (PCEF) | 0.0 | $314k | 16k | 19.97 |
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| Bristol Myers Squibb (BMY) | 0.0 | $311k | +15% | 6.9k | 45.10 |
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| Enbridge (ENB) | 0.0 | $308k | 6.1k | 50.47 |
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| Phillips 66 (PSX) | 0.0 | $303k | 2.2k | 136.02 |
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| Coca-Cola Company (KO) | 0.0 | $294k | 4.4k | 66.32 |
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| Nuveen Insured Tax-Free Adv Munici (NEA) | 0.0 | $272k | 24k | 11.39 |
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| Qualcomm (QCOM) | 0.0 | $268k | 1.6k | 166.36 |
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| Etfis Ser Tr I virtus infrcap (PFFA) | 0.0 | $261k | 12k | 21.71 |
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| Honeywell International (HON) | 0.0 | $257k | -3% | 1.2k | 210.50 |
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| Cardinal Health (CAH) | 0.0 | $251k | +6% | 1.6k | 156.96 |
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| iShares S&P 500 Growth Index (IVW) | 0.0 | $251k | -29% | 2.1k | 120.72 |
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| PPL Corporation (PPL) | 0.0 | $246k | 6.6k | 37.16 |
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| BP (BP) | 0.0 | $246k | 7.1k | 34.46 |
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| Alps Etf Tr barrons 400 etf (BFOR) | 0.0 | $244k | 3.0k | 81.18 |
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| Valero Energy Corporation (VLO) | 0.0 | $243k | NEW | 1.4k | 170.26 |
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| Consolidated Edison (ED) | 0.0 | $240k | -2% | 2.4k | 100.52 |
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| Cigna Corp (CI) | 0.0 | $234k | 811.00 | 288.25 |
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| Devon Energy Corporation (DVN) | 0.0 | $231k | 6.6k | 35.06 |
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| Hershey Company (HSY) | 0.0 | $218k | NEW | 1.2k | 187.05 |
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| Intel Corporation (INTC) | 0.0 | $213k | NEW | 6.4k | 33.55 |
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| New Residential Investment (RITM) | 0.0 | $209k | +4% | 18k | 11.39 |
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| SPDR Gold Trust (GLD) | 0.0 | $207k | NEW | 581.00 | 355.47 |
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| Texas Instruments Incorporated (TXN) | 0.0 | $202k | 1.1k | 183.73 |
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| Agnc Invt Corp Com reit (AGNC) | 0.0 | $157k | 16k | 9.79 |
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| Brookfield Real Assets Incom shs ben int (RA) | 0.0 | $134k | 10k | 13.36 |
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| Nuveen Div Adv Muni Fd 3 Ben Int (NZF) | 0.0 | $132k | 11k | 12.56 |
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| Mach Natural Resources (MNR) | 0.0 | $132k | 10k | 13.18 |
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| Nuveen Insd Dividend Advantage (NVG) | 0.0 | $129k | 11k | 12.29 |
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| Open Lending Corp (LPRO) | 0.0 | $123k | 58k | 2.11 |
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| Nuveen Mun High Income Opp F (NMZ) | 0.0 | $122k | 12k | 10.59 |
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| Pangaea Logistics Solution L (PANL) | 0.0 | $117k | 23k | 5.08 |
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| Amcor (AMCR) | 0.0 | $90k | 11k | 8.18 |
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| Eagle Pt Cr (ECC) | 0.0 | $69k | 11k | 6.61 |
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| Brightspire Capital (BRSP) | 0.0 | $65k | 12k | 5.43 |
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| Ready Cap Corp Com reit (RC) | 0.0 | $61k | 16k | 3.87 |
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| Platinum Group Metals (PLG) | 0.0 | $35k | 13k | 2.65 |
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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 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
- Hudson Valley Investment Advisors 2021 Q4 filed Jan. 24, 2022