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CIK: 0000943442
Total reported value
$823.0M
$823.0M
178 檔
21.1%
During the Q1 2024 filing period, Orange Investment Advisors, Inc. (CIK: 0000943442) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $823.0M across 178 reported positions.
During Q1 2024, Orange Investment Advisors, Inc.'s portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | LLY | Eli Lilly & Co | Stock-Healthcare | 4.79% | +0.93% | +2.19% | |
| 2 | MSFT | Microsoft CORP | Stock-Tech | 4.74% | -0.28% | -1.31% | |
| 3 | NVDA | Nvidia CORP | Stock-Tech | 4.11% | -0.15% | -3.00% | |
| 4 | SPIB | Ss Spdr P Int C CORP ETF | ETF-Other | 3.73% | -0.25% | +13.69% | |
| 5 | ISRG | Intuitive Surgical Inc | Stock-Healthcare | 3.42% | -0.79% | +0.04% | |
| 6 | OBT | Orange County Bancorp Inc | Stock-Other | 3.32% | +0.34% | +0.63% | |
| 7 | AAPL | Apple Inc | Stock-Tech | 2.78% | -0.02% | +2.08% | |
| 8 | XLK | Ss Technology Select Sector | ETF-Tech | 2.34% | +0.99% | -0.61% | |
| 9 | SPSB | Ss Spdr P St C CORP ETF | ETF-Other | 2.30% | -0.24% | +32.24% | |
| 10 | JPM | Jpmorgan Chase & Co | Stock-Financials | 2.12% | -0.02% | +6.33% | |
| 11 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 2.02% | +0.13% | +7.99% | |
| 12 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.88% | -0.01% | +14.24% | |
| 13 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.81% | +0.10% | -5.52% | |
| 14 | AMD | Advanced Micro Devices | Stock-Tech | 1.65% | +0.62% | +16.89% | |
| 15 | XOM | Exxon Mobil CORP | Stock-Energy | 1.62% | -0.46% | +10.46% | |
| 16 | KLAC | Kla CORP | Stock-Tech | 1.47% | +1.25% | +42.28% | |
| 17 | AXP | American Express Co | Stock-Financials | 1.40% | -0.01% | +32.91% | |
| 18 | MRSH | Marsh & Mclennan Cos | Stock-Financials | 1.33% | -0.08% | +30.53% | |
| 19 | HD | Home Depot Inc | Stock-Consumer Disc | 1.33% | -0.06% | -12.26% | |
| 20 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 1.32% | -0.06% | +1.31% | |
| 21 | URI | United Rentals Inc | Stock-Industrials | 1.32% | +0.23% | +16.95% | |
| 22 | V | Visa Inc-class A Shares | Stock-Financials | 1.30% | +0.02% | +33.98% | |
| 23 | CMG | Chipotle Mexican Grill Inc | Stock-Consumer Disc | 1.26% | -0.59% | EXIT | |
| 24 | ADBE | Adobe Inc | Stock-Tech | 1.22% | -0.08% | +11.16% | |
| 25 | ABBV | Abbvie Inc | Stock-Healthcare | 1.18% | +0.10% | +12.57% | |
| 26 | DHR | Danaher CORP | Stock-Healthcare | 1.17% | -0.78% | +15.52% | |
| 27 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-Other | 1.16% | — | -32.19% | |
| 28 | XLV | Ss Health Care Select Sector | ETF-Other | 1.14% | +0.01% | -1.22% | |
| 29 | CSX | Csx CORP | Stock-Industrials | 1.12% | -0.02% | +18.72% | |
| 30 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 1.12% | +0.04% | +4.59% | |
| 31 | AVGO | Broadcom Inc | Stock-Tech | 1.11% | — | -3.40% | |
| 32 | MDT | Medtronic plc | Stock-Healthcare | 1.10% | -0.17% | -0.87% | |
| 33 | GTLS | Chart Industries Inc | Stock-Industrials | 1.09% | -0.01% | +40.37% | |
| 34 | XLF | Ss Financial Select Sector | ETF-Other | 0.99% | +0.03% | +0.43% | |
| 35 | CRM | Salesforce Inc | Stock-Tech | 0.99% | -0.20% | +16.82% | |
| 36 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.97% | -0.14% | +3.11% | |
| 37 | MS | Morgan Stanley | Stock-Financials | 0.96% | +0.08% | +32.17% | |
| 38 | LECO | Lincoln Electric Holdings | Stock-Industrials | 0.94% | -0.02% | +36.41% | |
| 39 | SBUX | Starbucks CORP | Stock-Consumer Disc | 0.92% | +0.01% | +32.27% | |
| 40 | CSCO | Cisco Systems Inc | Stock-Tech | 0.90% | +0.24% | +24.25% | |
| 41 | NUE | Nucor CORP | Stock-Materials | 0.88% | +0.03% | +28.84% | |
| 42 | AZO | Autozone Inc | Stock-Consumer Disc | 0.87% | -0.12% | +42.39% | |
| 43 | FLR | Fluor CORP | Stock-Industrials | 0.87% | -0.02% | +39.95% | |
| 44 | BKR | Baker Hughes Co | Stock-Energy | 0.86% | -0.13% | +78.55% | |
| 45 | SHW | Sherwin-williams Co/the | Stock-Materials | 0.84% | -0.03% | +12.43% | |
| 46 | SLB | Slb LTD | Stock-Energy | 0.84% | -0.09% | +71.40% | |
| 47 | FLOT | Ishares Floating Rate Bond E | ETF-Other | 0.83% | -0.07% | -2.88% | |
| 48 | GWW | Ww Grainger Inc | Stock-Industrials | 0.82% | +0.07% | +41.99% | |
| 49 | PLD | Prologis Inc | Stock-Real Estate | 0.80% | -0.47% | EXIT | |
| 50 | LEN | Lennar Corp-a | Stock-Consumer Disc | 0.80% | — | +57.57% |
According to official SEC Form 13F filings, Orange Investment Advisors, Inc. reported a total U.S. public equity portfolio value of $823.0M across 178 disclosed positions in Q1 2024.
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In terms of portfolio concentration, the top 5 core holdings (including LLY, MSFT, NVDA) accounted for 21.1% of total reported equity market value during Q1 2024.
During Q1 2024, Orange Investment Advisors, Inc.'s top holdings by market value included LLY (4.8%)、MSFT (4.7%)、NVDA (4.1%). The largest single position, LLY, represented 4.8% of total portfolio value.
In Q1 2024, Orange Investment Advisors, Inc. made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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