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