Hudson Valley Investment Advisors
Latest statistics and disclosures from Orange Investment Advisors's latest quarterly 13F-HR filing:
- Top 5 stock holdings are SPIB, LLY, SPSB, OBT, NVDA, and represent 23.95% of Orange Investment Advisors's stock portfolio.
- Added to shares of these 10 stocks: SPYM, SPIB, SPSB, FLOT, NOW, CTRA, PSX, BALL, SPSM, MDY.
- Started 3 new stock positions in CTRA, PSX, BALL.
- Reduced shares in these 10 stocks: NVDA (-$8.6M), AVGO (-$5.1M), GOOG, CIEN, KLAC, UNH, ADBE, AAPL, OWL, XOM.
- Sold out of its positions in ALB, BCPC, OWL, CSW, CMC, HON, TSLA.
- Orange Investment Advisors was a net seller of stock by $-96M.
- Orange Investment Advisors has $772M in assets under management (AUM), dropping by -14.65%.
- Central Index Key (CIK): 0000943442
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Portfolio Holdings for Orange Investment Advisors
Orange Investment Advisors holds 145 positions in its portfolio as reported in the March 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Spdr Series Trust State Street Spd (SPIB) | 5.7 | $44M | +2% | 1.3M | 33.54 |
|
| Eli Lilly & Co. (LLY) | 5.1 | $39M | -5% | 43k | 919.77 |
|
| Spdr Series Trust State Street Spd (SPSB) | 4.5 | $35M | +2% | 1.2M | 30.07 |
|
| Orange County Ban (OBT) | 4.4 | $34M | -3% | 1.1M | 31.98 |
|
| NVIDIA Corporation (NVDA) | 4.2 | $32M | -20% | 186k | 174.40 |
|
| Intuitive Surgical Com New (ISRG) | 3.9 | $30M | 66k | 460.99 |
|
|
| Microsoft Corporation (MSFT) | 3.3 | $25M | -8% | 68k | 370.17 |
|
| Select Sector Spdr Tr State Street Tec (XLK) | 3.3 | $25M | -3% | 189k | 132.90 |
|
| Apple (AAPL) | 3.2 | $25M | -12% | 97k | 253.79 |
|
| Alphabet Cap Stk Cl C (GOOG) | 2.9 | $22M | -18% | 77k | 286.86 |
|
| Amazon (AMZN) | 2.2 | $17M | -13% | 80k | 208.27 |
|
| Kla Corp Com New (KLAC) | 2.1 | $16M | -20% | 11k | 1472.41 |
|
| Ciena Corp Com New (CIEN) | 1.9 | $15M | -24% | 38k | 388.23 |
|
| JPMorgan Chase & Co. (JPM) | 1.7 | $13M | -14% | 45k | 294.16 |
|
| State Str Spdr S&p 500 Etf T Tr Unit (SPY) | 1.5 | $12M | -4% | 18k | 650.34 |
|
| Broadcom (AVGO) | 1.5 | $11M | -30% | 37k | 309.51 |
|
| Exxon Mobil Corporation (XOM) | 1.4 | $11M | -24% | 62k | 169.66 |
|
| American Express Company (AXP) | 1.4 | $11M | -4% | 35k | 302.48 |
|
| Abbvie (ABBV) | 1.3 | $9.9M | -6% | 46k | 217.49 |
|
| Select Sector Spdr Tr State Street Fin (XLF) | 1.3 | $9.7M | -2% | 196k | 49.37 |
|
| Visa Com Cl A (V) | 1.2 | $9.0M | -8% | 30k | 302.25 |
|
| Meta Platforms Cl A (META) | 1.2 | $8.9M | -19% | 16k | 572.13 |
|
| Ishares Tr Fltg Rate Nt Etf (FLOT) | 1.1 | $8.8M | +5% | 173k | 50.95 |
|
| Medtronic SHS (MDT) | 1.1 | $8.8M | 102k | 86.65 |
|
|
| Select Sector Spdr Tr State Street Con (XLY) | 1.0 | $7.6M | -3% | 70k | 108.98 |
|
| Thermo Fisher Scientific (TMO) | 1.0 | $7.6M | -12% | 15k | 491.52 |
|
| Select Sector Spdr Tr State Street Com (XLC) | 1.0 | $7.5M | -2% | 68k | 110.86 |
|
| Spdr Series Trust State Street Spd (SPSM) | 1.0 | $7.4M | 153k | 48.32 |
|
|
| Select Sector Spdr Tr State Street Hea (XLV) | 1.0 | $7.4M | -6% | 50k | 146.61 |
|
| AutoZone (AZO) | 0.9 | $7.2M | -11% | 2.1k | 3379.37 |
|
| Morgan Stanley Com New (MS) | 0.9 | $7.2M | -16% | 44k | 164.57 |
|
| Spdr Series Trust State Street Spd (SPYM) | 0.9 | $7.2M | +50% | 94k | 76.54 |
|
| International Business Machines (IBM) | 0.9 | $7.1M | -5% | 29k | 242.39 |
|
| Cisco Systems (CSCO) | 0.9 | $6.8M | -11% | 87k | 77.59 |
|
| Select Sector Spdr Tr State Street Ind (XLI) | 0.8 | $6.3M | -6% | 39k | 161.73 |
|
| Danaher Corporation (DHR) | 0.8 | $6.2M | -5% | 33k | 189.60 |
|
| salesforce (CRM) | 0.7 | $5.6M | -5% | 30k | 186.67 |
|
| W.W. Grainger (GWW) | 0.7 | $5.6M | -15% | 5.1k | 1090.81 |
|
| Fluor Corporation (FLR) | 0.7 | $5.3M | -16% | 113k | 46.65 |
|
| McDonald's Corporation (MCD) | 0.7 | $5.2M | 17k | 310.79 |
|
|
| United Rentals (URI) | 0.7 | $5.0M | -15% | 6.9k | 728.56 |
|
| Pepsi (PEP) | 0.6 | $4.9M | -13% | 32k | 155.29 |
|
| Quanta Services (PWR) | 0.6 | $4.9M | -22% | 8.9k | 549.02 |
|
| Baker Hughes Company Cl A (BKR) | 0.6 | $4.9M | -22% | 80k | 61.05 |
|
| Charles Schwab Corporation (SCHW) | 0.6 | $4.8M | -16% | 51k | 93.98 |
|
| Home Depot (HD) | 0.6 | $4.7M | -17% | 14k | 328.89 |
|
| Marsh & McLennan Companies (MRSH) | 0.6 | $4.7M | -16% | 27k | 173.46 |
|
| Duke Energy Corp Com New (DUK) | 0.6 | $4.7M | -13% | 36k | 130.94 |
|
| Starbucks Corporation (SBUX) | 0.6 | $4.5M | -17% | 51k | 89.59 |
|
| Chipotle Mexican Grill (CMG) | 0.6 | $4.5M | -21% | 141k | 32.01 |
|
| Amphenol Corp Cl A (APH) | 0.6 | $4.5M | -16% | 35k | 126.35 |
|
| Sherwin-Williams Company (SHW) | 0.6 | $4.4M | -13% | 14k | 320.55 |
|
| Goldman Sachs (GS) | 0.6 | $4.3M | -20% | 5.0k | 846.00 |
|
| Select Sector Spdr Tr State Street Con (XLP) | 0.5 | $4.2M | -2% | 51k | 81.98 |
|
| Netflix (NFLX) | 0.5 | $4.1M | -6% | 43k | 96.15 |
|
| Cbre Group Cl A (CBRE) | 0.5 | $4.1M | -8% | 30k | 135.46 |
|
| Wal-Mart Stores (WMT) | 0.5 | $3.8M | -3% | 31k | 124.28 |
|
| Nextera Energy (NEE) | 0.5 | $3.8M | -18% | 41k | 92.88 |
|
| Servicenow (NOW) | 0.5 | $3.8M | +13% | 36k | 104.55 |
|
| MercadoLibre (MELI) | 0.5 | $3.7M | -2% | 2.2k | 1729.01 |
|
| Take-Two Interactive Software (TTWO) | 0.5 | $3.7M | -12% | 19k | 197.50 |
|
| CSX Corporation (CSX) | 0.5 | $3.7M | -22% | 90k | 41.05 |
|
| Chevron Corporation (CVX) | 0.5 | $3.7M | -3% | 18k | 206.90 |
|
| Prologis (PLD) | 0.5 | $3.6M | -17% | 27k | 132.18 |
|
| Lincoln Electric Holdings (LECO) | 0.4 | $3.5M | -20% | 14k | 249.08 |
|
| SLB Com Stk (SLB) | 0.4 | $3.4M | -24% | 66k | 51.39 |
|
| Advanced Micro Devices (AMD) | 0.4 | $3.4M | -8% | 17k | 203.43 |
|
| Adobe Systems Incorporated (ADBE) | 0.4 | $3.3M | -54% | 14k | 243.08 |
|
| Select Sector Spdr Tr State Street Ene (XLE) | 0.4 | $3.2M | -8% | 53k | 61.26 |
|
| Nucor Corporation (NUE) | 0.4 | $3.0M | -20% | 18k | 169.09 |
|
| Mondelez Intl Cl A (MDLZ) | 0.4 | $2.9M | -11% | 51k | 57.64 |
|
| State Str Spdr S&p Midcap 40 Utser1 S&pdcrp (MDY) | 0.4 | $2.8M | +4% | 4.5k | 616.76 |
|
| Webster Financial Corporation (WBS) | 0.3 | $2.5M | -4% | 36k | 69.42 |
|
| ResMed (RMD) | 0.3 | $2.5M | 11k | 224.48 |
|
|
| Bank of America Corporation (BAC) | 0.3 | $2.5M | -17% | 51k | 48.75 |
|
| Rockwell Automation (ROK) | 0.3 | $2.4M | -14% | 6.8k | 358.88 |
|
| Procter & Gamble Company (PG) | 0.3 | $2.4M | -5% | 16k | 144.44 |
|
| Weyerhaeuser Com New (WY) | 0.3 | $2.2M | -9% | 91k | 24.43 |
|
| Trimble Navigation (TRMB) | 0.3 | $2.1M | -15% | 33k | 65.23 |
|
| Spdr Series Trust State Street Spd (SPMD) | 0.3 | $2.0M | +5% | 34k | 59.22 |
|
| Johnson & Johnson (JNJ) | 0.3 | $2.0M | -11% | 8.1k | 244.44 |
|
| Generac Holdings (GNRC) | 0.2 | $1.9M | -21% | 9.8k | 195.33 |
|
| Southern Company (SO) | 0.2 | $1.8M | -2% | 19k | 96.52 |
|
| Select Sector Spdr Tr State Street Uti (XLU) | 0.2 | $1.8M | -8% | 38k | 45.89 |
|
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.2 | $1.6M | -5% | 2.7k | 577.18 |
|
| Automatic Data Processing (ADP) | 0.2 | $1.6M | -2% | 7.7k | 203.18 |
|
| Raytheon Technologies Corp (RTX) | 0.2 | $1.5M | -17% | 8.0k | 192.90 |
|
| Select Sector Spdr Tr State Street Rea (XLRE) | 0.2 | $1.5M | +4% | 36k | 40.83 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 0.2 | $1.4M | -4% | 4.9k | 287.56 |
|
| Select Sector Spdr Tr State Street Mat (XLB) | 0.2 | $1.4M | 28k | 49.97 |
|
|
| Ishares Tr Shrt Nat Mun Etf (SUB) | 0.2 | $1.4M | 13k | 106.50 |
|
|
| Oracle Corporation (ORCL) | 0.2 | $1.3M | -26% | 8.7k | 147.12 |
|
| Blackstone Group Inc Com Cl A (BX) | 0.2 | $1.3M | 11k | 114.99 |
|
|
| ConocoPhillips (COP) | 0.2 | $1.2M | -19% | 9.4k | 132.00 |
|
| Abbott Laboratories (ABT) | 0.1 | $1.1M | 10k | 102.67 |
|
|
| Ge Aerospace Com New (GE) | 0.1 | $1.0M | 3.6k | 283.77 |
|
|
| Costco Wholesale Corporation (COST) | 0.1 | $1.0M | -31% | 1.0k | 996.43 |
|
| Merck & Co (MRK) | 0.1 | $977k | 8.1k | 120.28 |
|
|
| UnitedHealth (UNH) | 0.1 | $917k | -81% | 3.4k | 270.55 |
|
| Caterpillar (CAT) | 0.1 | $888k | -12% | 1.3k | 708.46 |
|
| Emerson Electric (EMR) | 0.1 | $807k | -11% | 6.2k | 131.01 |
|
| Ishares Tr U.s. Tech Etf (IYW) | 0.1 | $771k | -2% | 4.3k | 181.42 |
|
| Ge Vernova (GEV) | 0.1 | $706k | 809.00 | 872.90 |
|
|
| Lockheed Martin Corporation (LMT) | 0.1 | $657k | -22% | 1.1k | 604.54 |
|
| Capital One Financial (COF) | 0.1 | $654k | 3.6k | 182.43 |
|
|
| Verizon Communications (VZ) | 0.1 | $597k | -14% | 12k | 50.20 |
|
| Corning Incorporated (GLW) | 0.1 | $584k | -5% | 4.3k | 135.97 |
|
| Ishares Tr Core S&p Scp Etf (IJR) | 0.1 | $575k | 4.6k | 124.31 |
|
|
| Mastercard Incorporated Cl A (MA) | 0.1 | $573k | 1.1k | 499.66 |
|
|
| Ishares Tr Core S&p500 Etf (IVV) | 0.1 | $572k | 875.00 | 653.21 |
|
|
| Ishares Tr New York Mun Etf (NYF) | 0.1 | $542k | 10k | 53.12 |
|
|
| Northrop Grumman Corporation (NOC) | 0.1 | $522k | -40% | 765.00 | 682.24 |
|
| At&t (T) | 0.1 | $486k | -27% | 17k | 28.99 |
|
| American Tower Reit (AMT) | 0.1 | $456k | -9% | 2.6k | 172.58 |
|
| Hubbell (HUBB) | 0.1 | $442k | 900.00 | 490.74 |
|
|
| Chubb (CB) | 0.1 | $426k | +20% | 1.3k | 325.93 |
|
| Spdr Series Trust State Street Spd (SPYG) | 0.1 | $398k | -9% | 4.1k | 97.91 |
|
| Illinois Tool Works (ITW) | 0.0 | $376k | 1.4k | 260.29 |
|
|
| AFLAC Incorporated (AFL) | 0.0 | $373k | 3.4k | 109.71 |
|
|
| Extra Space Storage (EXR) | 0.0 | $369k | 2.8k | 131.13 |
|
|
| Oshkosh Corporation (OSK) | 0.0 | $362k | -21% | 2.5k | 147.21 |
|
| Valero Energy Corporation (VLO) | 0.0 | $352k | 1.4k | 247.08 |
|
|
| Marathon Petroleum Corp (MPC) | 0.0 | $344k | 1.4k | 244.18 |
|
|
| Coca-Cola Company (KO) | 0.0 | $340k | -3% | 4.5k | 76.05 |
|
| Boeing Company (BA) | 0.0 | $337k | -12% | 1.7k | 199.03 |
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| Pfizer (PFE) | 0.0 | $334k | -27% | 12k | 28.08 |
|
| Nuveen Muni Value Fund (NUV) | 0.0 | $330k | 37k | 8.99 |
|
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| Walt Disney Company (DIS) | 0.0 | $322k | 3.3k | 96.38 |
|
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| SYSCO Corporation (SYY) | 0.0 | $312k | -15% | 4.4k | 71.33 |
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| Spdr Series Trust State Street Spd (SPYV) | 0.0 | $309k | -5% | 5.5k | 56.58 |
|
| Chart Industries (GTLS) | 0.0 | $293k | -8% | 1.4k | 206.75 |
|
| Digital Realty Trust (DLR) | 0.0 | $278k | -14% | 1.5k | 180.21 |
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| PNC Financial Services (PNC) | 0.0 | $265k | 1.3k | 208.09 |
|
|
| Cabot Oil & Gas Corporation (CTRA) | 0.0 | $263k | NEW | 7.5k | 35.14 |
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| Alps Etf Tr Barrons 400 Etf (BFOR) | 0.0 | $249k | 3.0k | 83.00 |
|
|
| CVS Caremark Corporation (CVS) | 0.0 | $248k | -16% | 3.4k | 71.82 |
|
| Amgen (AMGN) | 0.0 | $246k | 700.00 | 351.85 |
|
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| Hershey Company (HSY) | 0.0 | $244k | 1.2k | 207.89 |
|
|
| Bristol Myers Squibb (BMY) | 0.0 | $236k | -4% | 3.9k | 60.65 |
|
| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.0 | $235k | 2.1k | 113.11 |
|
|
| Consolidated Edison (ED) | 0.0 | $233k | -33% | 2.1k | 113.18 |
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| Norfolk Southern (NSC) | 0.0 | $231k | 804.00 | 287.00 |
|
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| Phillips 66 (PSX) | 0.0 | $211k | NEW | 1.2k | 182.18 |
|
| Ball Corporation (BALL) | 0.0 | $207k | NEW | 3.5k | 59.11 |
|
| Platinum Group Metals (PLG) | 0.0 | $23k | 13k | 1.77 |
|
Past Filings by Orange Investment Advisors
SEC 13F filings are viewable for Orange Investment Advisors going back to 2012
- Orange Investment Advisors 2026 Q1 restated filed April 22, 2026
- Orange Investment Advisors 2026 Q1 filed April 14, 2026
- 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