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