Orange Investment Advisors as of June 30, 2026
Portfolio Holdings for Orange Investment Advisors
Orange Investment Advisors holds 143 positions in its portfolio as reported in the June 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Eli Lilly & Co. (LLY) | 6.0 | $50M | 42k | 1199.43 | |
| Spdr Series Trust St Inter Bd Etf (SPIB) | 5.4 | $45M | 1.3M | 33.46 | |
| Orange County Ban (OBT) | 4.7 | $39M | 1.1M | 36.78 | |
| Spdr Series Trust St Shor Corp Etf (SPSB) | 4.3 | $35M | 1.2M | 30.01 | |
| Select Sector Spdr Tr St Str Techn Etf (XLK) | 4.2 | $35M | 183k | 190.52 | |
| NVIDIA Corporation (NVDA) | 4.0 | $33M | 166k | 200.09 | |
| Kla Corp Com New (KLAC) | 3.3 | $28M | 91k | 301.71 | |
| Apple (AAPL) | 3.2 | $26M | 90k | 289.36 | |
| Intuitive Surgical Com New (ISRG) | 3.1 | $26M | 65k | 397.68 | |
| Alphabet Cap Stk Cl C (GOOG) | 3.0 | $25M | 70k | 353.33 | |
| Microsoft Corporation (MSFT) | 3.0 | $25M | 66k | 373.02 | |
| Amazon (AMZN) | 2.1 | $18M | 74k | 238.34 | |
| Ciena Corp Com New (CIEN) | 1.9 | $16M | 32k | 490.56 | |
| JPMorgan Chase & Co. (JPM) | 1.7 | $14M | 43k | 327.33 | |
| State Str Spdr S&p 500 Etf T Tr Unit (SPY) | 1.6 | $13M | 18k | 746.77 | |
| Broadcom (AVGO) | 1.5 | $12M | 32k | 377.75 | |
| Abbvie (ABBV) | 1.4 | $12M | 46k | 251.64 | |
| American Express Company (AXP) | 1.4 | $11M | 33k | 338.25 | |
| Select Sector Spdr Tr St Str Finl Etf (XLF) | 1.3 | $11M | 196k | 53.61 | |
| Visa Com Cl A (V) | 1.2 | $9.8M | 29k | 343.09 | |
| Cisco Systems (CSCO) | 1.1 | $9.3M | 79k | 117.46 | |
| Spdr Series Trust ST STR SP600 SML (SPSM) | 1.1 | $8.8M | 153k | 57.67 | |
| Ishares Tr Fltg Rate Nt Etf (FLOT) | 1.1 | $8.8M | 173k | 51.05 | |
| Advanced Micro Devices (AMD) | 1.1 | $8.6M | 15k | 580.91 | |
| International Business Machines (IBM) | 1.0 | $8.6M | 31k | 281.21 | |
| Meta Platforms Cl A (META) | 1.0 | $8.5M | 15k | 563.29 | |
| Morgan Stanley Com New (MS) | 1.0 | $8.3M | 40k | 209.04 | |
| Select Sector Spdr Tr St Str Discr Etf (XLY) | 1.0 | $8.2M | 70k | 117.28 | |
| Select Sector Spdr Tr St Str Care Etf (XLV) | 1.0 | $8.0M | 50k | 158.66 | |
| Medtronic SHS (MDT) | 1.0 | $8.0M | 102k | 78.23 | |
| Thermo Fisher Scientific (TMO) | 0.9 | $7.6M | 15k | 501.34 | |
| Select Sector Spdr Tr St Str Svc Etf (XLC) | 0.9 | $7.6M | 71k | 107.13 | |
| Exxon Mobil Corporation (XOM) | 0.9 | $7.5M | 55k | 136.72 | |
| Select Sector Spdr Tr St Str Indl Etf (XLI) | 0.9 | $7.3M | 39k | 185.23 | |
| United Rentals (URI) | 0.9 | $7.2M | 6.4k | 1132.89 | |
| AutoZone (AZO) | 0.8 | $6.8M | 2.1k | 3195.96 | |
| W.W. Grainger (GWW) | 0.8 | $6.5M | 4.8k | 1360.40 | |
| Marathon Petroleum Corp (MPC) | 0.7 | $5.7M | 22k | 255.67 | |
| Amphenol Corp Cl A (APH) | 0.7 | $5.7M | 32k | 176.32 | |
| Fluor Corporation (FLR) | 0.7 | $5.6M | 106k | 52.39 | |
| Quanta Services (PWR) | 0.6 | $5.2M | 7.3k | 720.04 | |
| Charles Schwab Corporation (SCHW) | 0.6 | $5.0M | 54k | 92.27 | |
| Starbucks Corporation (SBUX) | 0.6 | $4.9M | 48k | 102.19 | |
| Tenet Healthcare Corp Com New (THC) | 0.6 | $4.9M | 26k | 187.08 | |
| Goldman Sachs (GS) | 0.6 | $4.7M | 4.6k | 1011.37 | |
| Home Depot (HD) | 0.6 | $4.6M | 13k | 352.68 | |
| McDonald's Corporation (MCD) | 0.6 | $4.5M | 17k | 270.30 | |
| Sherwin-Williams Company (SHW) | 0.5 | $4.5M | 13k | 344.32 | |
| Newmont Mining Corporation (NEM) | 0.5 | $4.4M | 47k | 93.40 | |
| Marsh & McLennan Companies (MRSH) | 0.5 | $4.4M | 26k | 166.67 | |
| salesforce (CRM) | 0.5 | $4.3M | 28k | 156.66 | |
| Duke Energy Corp Com New (DUK) | 0.5 | $4.3M | 34k | 126.58 | |
| Select Sector Spdr Tr St Str Stapl Etf (XLP) | 0.5 | $4.2M | 51k | 83.07 | |
| Pepsi (PEP) | 0.5 | $4.1M | 30k | 135.40 | |
| Jones Lang LaSalle Incorporated (JLL) | 0.5 | $4.1M | 13k | 309.95 | |
| Baker Hughes Company Cl A (BKR) | 0.5 | $4.1M | 74k | 55.50 | |
| Cbre Group Cl A (CBRE) | 0.5 | $4.0M | 30k | 134.69 | |
| CSX Corporation (CSX) | 0.5 | $3.8M | 80k | 47.53 | |
| Servicenow (NOW) | 0.5 | $3.7M | 38k | 99.28 | |
| MercadoLibre (MELI) | 0.4 | $3.7M | 2.2k | 1697.39 | |
| Lincoln Electric Holdings (LECO) | 0.4 | $3.6M | 13k | 265.51 | |
| Nucor Corporation (NUE) | 0.4 | $3.4M | 16k | 222.75 | |
| Nextera Energy (NEE) | 0.4 | $3.4M | 39k | 87.77 | |
| Wal-Mart Stores (WMT) | 0.4 | $3.4M | 30k | 113.26 | |
| Netflix (NFLX) | 0.4 | $3.3M | 46k | 71.40 | |
| State Str Spdr S&p Midcap 40 Utser1 S&pdcrp (MDY) | 0.4 | $3.2M | 4.5k | 703.34 | |
| Allstate Corporation (ALL) | 0.4 | $3.0M | 13k | 237.94 | |
| Rockwell Automation (ROK) | 0.4 | $2.9M | 5.9k | 495.08 | |
| Adobe Systems Incorporated (ADBE) | 0.3 | $2.9M | 14k | 205.02 | |
| SLB Com Stk (SLB) | 0.3 | $2.9M | 61k | 46.49 | |
| Chevron Corporation (CVX) | 0.3 | $2.8M | 17k | 165.76 | |
| Webster Financial Corporation (WBS) | 0.3 | $2.8M | 36k | 76.42 | |
| Select Sector Spdr Tr St Str Energ Etf (XLE) | 0.3 | $2.8M | 52k | 53.11 | |
| Bank of America Corporation (BAC) | 0.3 | $2.7M | 48k | 56.98 | |
| Mondelez Intl Cl A (MDLZ) | 0.3 | $2.7M | 46k | 57.84 | |
| Generac Holdings (GNRC) | 0.3 | $2.4M | 8.1k | 292.81 | |
| Procter & Gamble Company (PG) | 0.3 | $2.3M | 16k | 146.64 | |
| Spdr Series Trust St Str P400mid (SPMD) | 0.3 | $2.3M | 34k | 67.56 | |
| ResMed (RMD) | 0.3 | $2.1M | 11k | 194.88 | |
| Johnson & Johnson (JNJ) | 0.2 | $2.0M | 8.0k | 253.97 | |
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.2 | $2.0M | 2.7k | 736.40 | |
| Trimble Navigation (TRMB) | 0.2 | $1.9M | 36k | 51.18 | |
| Southern Company (SO) | 0.2 | $1.7M | 18k | 95.71 | |
| Alphabet Cap Stk Cl A (GOOGL) | 0.2 | $1.7M | 4.8k | 357.37 | |
| Select Sector Spdr Tr St Str Util Etf (XLU) | 0.2 | $1.7M | 38k | 45.34 | |
| Select Sector Spdr Tr St Str Real Etf (XLRE) | 0.2 | $1.6M | 36k | 44.03 | |
| Automatic Data Processing (ADP) | 0.2 | $1.5M | 6.9k | 223.95 | |
| Raytheon Technologies Corp (RTX) | 0.2 | $1.5M | 7.7k | 189.73 | |
| Select Sector Spdr Tr St Str Mater Etf (XLB) | 0.2 | $1.4M | 28k | 50.83 | |
| Ge Aerospace Com New (GE) | 0.2 | $1.4M | 3.6k | 373.73 | |
| Blackstone Group Inc Com Cl A (BX) | 0.2 | $1.3M | 11k | 117.67 | |
| Oracle Corporation (ORCL) | 0.2 | $1.3M | 8.8k | 146.56 | |
| UnitedHealth (UNH) | 0.2 | $1.3M | 3.1k | 415.57 | |
| Caterpillar (CAT) | 0.1 | $1.2M | 1.2k | 1064.90 | |
| Corning Incorporated (GLW) | 0.1 | $1.1M | 4.3k | 255.43 | |
| Ishares Tr U.s. Tech Etf (IYW) | 0.1 | $1.1M | 4.3k | 252.23 | |
| Ishares Tr Shrt Nat Mun Etf (SUB) | 0.1 | $1.0M | 9.7k | 106.47 | |
| Ge Vernova (GEV) | 0.1 | $948k | 807.00 | 1174.86 | |
| ConocoPhillips (COP) | 0.1 | $937k | 9.0k | 103.96 | |
| Abbott Laboratories (ABT) | 0.1 | $912k | 10k | 90.74 | |
| Merck & Co (MRK) | 0.1 | $890k | 6.9k | 128.49 | |
| Emerson Electric (EMR) | 0.1 | $880k | 6.1k | 143.14 | |
| Costco Wholesale Corporation (COST) | 0.1 | $864k | 924.00 | 935.47 | |
| Capital One Financial (COF) | 0.1 | $740k | 3.7k | 200.62 | |
| Ishares Tr Core S&p Scp Etf (IJR) | 0.1 | $685k | 4.6k | 148.31 | |
| Ishares Tr Core S&p500 Etf (IVV) | 0.1 | $658k | 879.00 | 748.89 | |
| Mastercard Incorporated Cl A (MA) | 0.1 | $585k | 1.1k | 513.60 | |
| Micron Technology (MU) | 0.1 | $570k | 494.00 | 1154.29 | |
| Ishares Tr New York Mun Etf (NYF) | 0.1 | $551k | 10k | 53.91 | |
| Lockheed Martin Corporation (LMT) | 0.1 | $507k | 995.00 | 509.58 | |
| Verizon Communications (VZ) | 0.1 | $503k | 12k | 42.34 | |
| Hubbell (HUBB) | 0.1 | $471k | 900.00 | 523.20 | |
| Spdr Series Trust ST STR P500GRW (SPYG) | 0.1 | $462k | 3.9k | 118.99 | |
| Chubb (CB) | 0.1 | $443k | 1.3k | 340.71 | |
| Extra Space Storage (EXR) | 0.0 | $409k | 2.8k | 145.30 | |
| Illinois Tool Works (ITW) | 0.0 | $387k | 1.4k | 270.47 | |
| Oshkosh Corporation (OSK) | 0.0 | $377k | 2.5k | 153.48 | |
| Valero Energy Corporation (VLO) | 0.0 | $371k | 1.4k | 260.44 | |
| Spdr Series Trust St Str P500etf (SPYM) | 0.0 | $371k | 4.2k | 87.88 | |
| Boeing Company (BA) | 0.0 | $365k | 1.7k | 216.47 | |
| Coca-Cola Company (KO) | 0.0 | $363k | 4.5k | 81.27 | |
| SYSCO Corporation (SYY) | 0.0 | $356k | 4.3k | 83.58 | |
| CVS Caremark Corporation (CVS) | 0.0 | $355k | 3.4k | 103.45 | |
| Nuveen Muni Value Fund (NUV) | 0.0 | $339k | 37k | 9.22 | |
| At&t (T) | 0.0 | $335k | 16k | 20.70 | |
| American Tower Reit (AMT) | 0.0 | $333k | 2.0k | 163.57 | |
| Walt Disney Company (DIS) | 0.0 | $321k | 3.3k | 96.25 | |
| PNC Financial Services (PNC) | 0.0 | $314k | 1.3k | 246.22 | |
| Spdr Series Trust St Str P500val (SPYV) | 0.0 | $314k | 5.2k | 60.79 | |
| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.0 | $288k | 2.1k | 137.53 | |
| Alps Etf Tr Barrons 400 Etf (BFOR) | 0.0 | $287k | 3.0k | 95.62 | |
| Danaher Corporation (DHR) | 0.0 | $273k | 1.4k | 190.48 | |
| Northrop Grumman Corporation (NOC) | 0.0 | $267k | 525.00 | 509.31 | |
| Amgen (AMGN) | 0.0 | $254k | 700.00 | 362.12 | |
| Pfizer (PFE) | 0.0 | $251k | 10k | 24.08 | |
| Chart Industries (GTLS) | 0.0 | $234k | 1.1k | 208.94 | |
| Consolidated Edison (ED) | 0.0 | $228k | 2.1k | 110.63 | |
| Texas Instruments Incorporated (TXN) | 0.0 | $224k | 750.00 | 298.07 | |
| Ball Corporation (BALL) | 0.0 | $218k | 3.5k | 62.40 | |
| Devon Energy Corporation (DVN) | 0.0 | $212k | 5.1k | 41.32 | |
| Bristol Myers Squibb (BMY) | 0.0 | $209k | 3.6k | 57.62 | |
| Hershey Company (HSY) | 0.0 | $205k | 1.2k | 175.45 | |
| Platinum Group Metals (PLG) | 0.0 | $18k | 13k | 1.35 |
