Orange Investment Advisors as of March 31, 2026
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 | 1.3M | 33.54 | |
| Eli Lilly & Co. (LLY) | 5.1 | $39M | 43k | 919.77 | |
| Spdr Series Trust State Street Spd (SPSB) | 4.5 | $35M | 1.2M | 30.07 | |
| Orange County Ban (OBT) | 4.4 | $34M | 1.1M | 31.98 | |
| NVIDIA Corporation (NVDA) | 4.2 | $32M | 186k | 174.40 | |
| Intuitive Surgical Com New (ISRG) | 3.9 | $30M | 66k | 460.99 | |
| Microsoft Corporation (MSFT) | 3.3 | $25M | 68k | 370.17 | |
| Select Sector Spdr Tr State Street Tec (XLK) | 3.3 | $25M | 189k | 132.90 | |
| Apple (AAPL) | 3.2 | $25M | 97k | 253.79 | |
| Alphabet Cap Stk Cl C (GOOG) | 2.9 | $22M | 77k | 286.86 | |
| Amazon (AMZN) | 2.2 | $17M | 80k | 208.27 | |
| Kla Corp Com New (KLAC) | 2.1 | $16M | 11k | 1472.41 | |
| Ciena Corp Com New (CIEN) | 1.9 | $15M | 38k | 388.23 | |
| JPMorgan Chase & Co. (JPM) | 1.7 | $13M | 45k | 294.16 | |
| State Str Spdr S&p 500 Etf T Tr Unit (SPY) | 1.5 | $12M | 18k | 650.34 | |
| Broadcom (AVGO) | 1.5 | $11M | 37k | 309.51 | |
| Exxon Mobil Corporation (XOM) | 1.4 | $11M | 62k | 169.66 | |
| American Express Company (AXP) | 1.4 | $11M | 35k | 302.48 | |
| Abbvie (ABBV) | 1.3 | $9.9M | 46k | 217.49 | |
| Select Sector Spdr Tr State Street Fin (XLF) | 1.3 | $9.7M | 196k | 49.37 | |
| Visa Com Cl A (V) | 1.2 | $9.0M | 30k | 302.25 | |
| Meta Platforms Cl A (META) | 1.2 | $8.9M | 16k | 572.13 | |
| Ishares Tr Fltg Rate Nt Etf (FLOT) | 1.1 | $8.8M | 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 | 70k | 108.98 | |
| Thermo Fisher Scientific (TMO) | 1.0 | $7.6M | 15k | 491.52 | |
| Select Sector Spdr Tr State Street Com (XLC) | 1.0 | $7.5M | 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 | 50k | 146.61 | |
| AutoZone (AZO) | 0.9 | $7.2M | 2.1k | 3379.37 | |
| Morgan Stanley Com New (MS) | 0.9 | $7.2M | 44k | 164.57 | |
| Spdr Series Trust State Street Spd (SPYM) | 0.9 | $7.2M | 94k | 76.54 | |
| International Business Machines (IBM) | 0.9 | $7.1M | 29k | 242.39 | |
| Cisco Systems (CSCO) | 0.9 | $6.8M | 87k | 77.59 | |
| Select Sector Spdr Tr State Street Ind (XLI) | 0.8 | $6.3M | 39k | 161.73 | |
| Danaher Corporation (DHR) | 0.8 | $6.2M | 33k | 189.60 | |
| salesforce (CRM) | 0.7 | $5.6M | 30k | 186.67 | |
| W.W. Grainger (GWW) | 0.7 | $5.6M | 5.1k | 1090.81 | |
| Fluor Corporation (FLR) | 0.7 | $5.3M | 113k | 46.65 | |
| McDonald's Corporation (MCD) | 0.7 | $5.2M | 17k | 310.79 | |
| United Rentals (URI) | 0.7 | $5.0M | 6.9k | 728.56 | |
| Pepsi (PEP) | 0.6 | $4.9M | 32k | 155.29 | |
| Quanta Services (PWR) | 0.6 | $4.9M | 8.9k | 549.02 | |
| Baker Hughes Company Cl A (BKR) | 0.6 | $4.9M | 80k | 61.05 | |
| Charles Schwab Corporation (SCHW) | 0.6 | $4.8M | 51k | 93.98 | |
| Home Depot (HD) | 0.6 | $4.7M | 14k | 328.89 | |
| Marsh & McLennan Companies (MRSH) | 0.6 | $4.7M | 27k | 173.46 | |
| Duke Energy Corp Com New (DUK) | 0.6 | $4.7M | 36k | 130.94 | |
| Starbucks Corporation (SBUX) | 0.6 | $4.5M | 51k | 89.59 | |
| Chipotle Mexican Grill (CMG) | 0.6 | $4.5M | 141k | 32.01 | |
| Amphenol Corp Cl A (APH) | 0.6 | $4.5M | 35k | 126.35 | |
| Sherwin-Williams Company (SHW) | 0.6 | $4.4M | 14k | 320.55 | |
| Goldman Sachs (GS) | 0.6 | $4.3M | 5.0k | 846.00 | |
| Select Sector Spdr Tr State Street Con (XLP) | 0.5 | $4.2M | 51k | 81.98 | |
| Netflix (NFLX) | 0.5 | $4.1M | 43k | 96.15 | |
| Cbre Group Cl A (CBRE) | 0.5 | $4.1M | 30k | 135.46 | |
| Wal-Mart Stores (WMT) | 0.5 | $3.8M | 31k | 124.28 | |
| Nextera Energy (NEE) | 0.5 | $3.8M | 41k | 92.88 | |
| Servicenow (NOW) | 0.5 | $3.8M | 36k | 104.55 | |
| MercadoLibre (MELI) | 0.5 | $3.7M | 2.2k | 1729.01 | |
| Take-Two Interactive Software (TTWO) | 0.5 | $3.7M | 19k | 197.50 | |
| CSX Corporation (CSX) | 0.5 | $3.7M | 90k | 41.05 | |
| Chevron Corporation (CVX) | 0.5 | $3.7M | 18k | 206.90 | |
| Prologis (PLD) | 0.5 | $3.6M | 27k | 132.18 | |
| Lincoln Electric Holdings (LECO) | 0.4 | $3.5M | 14k | 249.08 | |
| SLB Com Stk (SLB) | 0.4 | $3.4M | 66k | 51.39 | |
| Advanced Micro Devices (AMD) | 0.4 | $3.4M | 17k | 203.43 | |
| Adobe Systems Incorporated (ADBE) | 0.4 | $3.3M | 14k | 243.08 | |
| Select Sector Spdr Tr State Street Ene (XLE) | 0.4 | $3.2M | 53k | 61.26 | |
| Nucor Corporation (NUE) | 0.4 | $3.0M | 18k | 169.09 | |
| Mondelez Intl Cl A (MDLZ) | 0.4 | $2.9M | 51k | 57.64 | |
| State Str Spdr S&p Midcap 40 Utser1 S&pdcrp (MDY) | 0.4 | $2.8M | 4.5k | 616.76 | |
| Webster Financial Corporation (WBS) | 0.3 | $2.5M | 36k | 69.42 | |
| ResMed (RMD) | 0.3 | $2.5M | 11k | 224.48 | |
| Bank of America Corporation (BAC) | 0.3 | $2.5M | 51k | 48.75 | |
| Rockwell Automation (ROK) | 0.3 | $2.4M | 6.8k | 358.88 | |
| Procter & Gamble Company (PG) | 0.3 | $2.4M | 16k | 144.44 | |
| Weyerhaeuser Com New (WY) | 0.3 | $2.2M | 91k | 24.43 | |
| Trimble Navigation (TRMB) | 0.3 | $2.1M | 33k | 65.23 | |
| Spdr Series Trust State Street Spd (SPMD) | 0.3 | $2.0M | 34k | 59.22 | |
| Johnson & Johnson (JNJ) | 0.3 | $2.0M | 8.1k | 244.44 | |
| Generac Holdings (GNRC) | 0.2 | $1.9M | 9.8k | 195.33 | |
| Southern Company (SO) | 0.2 | $1.8M | 19k | 96.52 | |
| Select Sector Spdr Tr State Street Uti (XLU) | 0.2 | $1.8M | 38k | 45.89 | |
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.2 | $1.6M | 2.7k | 577.18 | |
| Automatic Data Processing (ADP) | 0.2 | $1.6M | 7.7k | 203.18 | |
| Raytheon Technologies Corp (RTX) | 0.2 | $1.5M | 8.0k | 192.90 | |
| Select Sector Spdr Tr State Street Rea (XLRE) | 0.2 | $1.5M | 36k | 40.83 | |
| Alphabet Cap Stk Cl A (GOOGL) | 0.2 | $1.4M | 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 | 8.7k | 147.12 | |
| Blackstone Group Inc Com Cl A (BX) | 0.2 | $1.3M | 11k | 114.99 | |
| ConocoPhillips (COP) | 0.2 | $1.2M | 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 | 1.0k | 996.43 | |
| Merck & Co (MRK) | 0.1 | $977k | 8.1k | 120.28 | |
| UnitedHealth (UNH) | 0.1 | $917k | 3.4k | 270.55 | |
| Caterpillar (CAT) | 0.1 | $888k | 1.3k | 708.46 | |
| Emerson Electric (EMR) | 0.1 | $807k | 6.2k | 131.01 | |
| Ishares Tr U.s. Tech Etf (IYW) | 0.1 | $771k | 4.3k | 181.42 | |
| Ge Vernova (GEV) | 0.1 | $706k | 809.00 | 872.90 | |
| Lockheed Martin Corporation (LMT) | 0.1 | $657k | 1.1k | 604.54 | |
| Capital One Financial (COF) | 0.1 | $654k | 3.6k | 182.43 | |
| Verizon Communications (VZ) | 0.1 | $597k | 12k | 50.20 | |
| Corning Incorporated (GLW) | 0.1 | $584k | 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 | 765.00 | 682.24 | |
| At&t (T) | 0.1 | $486k | 17k | 28.99 | |
| American Tower Reit (AMT) | 0.1 | $456k | 2.6k | 172.58 | |
| Hubbell (HUBB) | 0.1 | $442k | 900.00 | 490.74 | |
| Spdr Series Trust State Street Spd (SPYG) | 0.1 | $398k | 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 | 2.5k | 147.21 | |
| Chubb (CB) | 0.0 | $355k | 1.1k | 325.91 | |
| 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 | 4.5k | 76.05 | |
| Boeing Company (BA) | 0.0 | $337k | 1.7k | 199.03 | |
| Pfizer (PFE) | 0.0 | $334k | 12k | 28.08 | |
| Nuveen Muni Value Fund (NUV) | 0.0 | $330k | 37k | 8.99 | |
| Walt Disney Company (DIS) | 0.0 | $322k | 3.3k | 96.38 | |
| SYSCO Corporation (SYY) | 0.0 | $312k | 4.4k | 71.33 | |
| Spdr Series Trust State Street Spd (SPYV) | 0.0 | $309k | 5.5k | 56.58 | |
| Chart Industries (GTLS) | 0.0 | $293k | 1.4k | 206.75 | |
| Digital Realty Trust (DLR) | 0.0 | $278k | 1.5k | 180.21 | |
| PNC Financial Services (PNC) | 0.0 | $265k | 1.3k | 208.09 | |
| Cabot Oil & Gas Corporation (CTRA) | 0.0 | $263k | 7.5k | 35.14 | |
| Alps Etf Tr Barrons 400 Etf (BFOR) | 0.0 | $249k | 3.0k | 83.00 | |
| CVS Caremark Corporation (CVS) | 0.0 | $248k | 3.4k | 71.82 | |
| Amgen (AMGN) | 0.0 | $246k | 700.00 | 351.85 | |
| Hershey Company (HSY) | 0.0 | $244k | 1.2k | 207.89 | |
| Bristol Myers Squibb (BMY) | 0.0 | $236k | 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 | 2.1k | 113.18 | |
| Norfolk Southern (NSC) | 0.0 | $231k | 804.00 | 287.00 | |
| Phillips 66 (PSX) | 0.0 | $211k | 1.2k | 182.18 | |
| Ball Corporation (BALL) | 0.0 | $207k | 3.5k | 59.11 | |
| Platinum Group Metals (PLG) | 0.0 | $23k | 13k | 1.77 |
