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CIK: 0000943442
Total reported value
$823.0M
$823.0M
169 檔
22.1%
At the close of Q1 2025, Orange Investment Advisors, Inc. disclosed equity holdings valued at approximately $823.0M, spread across 169 reported holdings.
In Q1 2025, Orange Investment Advisors, Inc. displayed an active expansion posture, initiating 50 new positions and adding to 0 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SPIB | Ss Spdr P Int C CORP ETF | ETF-Other | 4.98% | -0.25% | +1.57% | |
| 2 | LLY | Eli Lilly & Co | Stock-Healthcare | 4.75% | +0.93% | -0.12% | |
| 3 | ISRG | Intuitive Surgical Inc | Stock-Healthcare | 4.05% | -0.79% | -2.61% | |
| 4 | SPSB | Ss Spdr P St C CORP ETF | ETF-Other | 3.96% | -0.24% | +4.95% | |
| 5 | MSFT | Microsoft CORP | Stock-Tech | 3.95% | -0.28% | -0.18% | |
| 6 | NVDA | Nvidia CORP | Stock-Tech | 3.74% | -0.15% | -3.25% | |
| 7 | AAPL | Apple Inc | Stock-Tech | 3.35% | -0.02% | -1.19% | |
| 8 | OBT | Orange County Bancorp Inc | Stock-Other | 3.29% | +0.34% | +95.77% | |
| 9 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.31% | -0.01% | +5.97% | |
| 10 | XLK | Ss Technology Select Sector | ETF-Tech | 2.30% | +0.99% | +2.45% | |
| 11 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 2.11% | +0.13% | -0.52% | |
| 12 | JPM | Jpmorgan Chase & Co | Stock-Financials | 2.04% | -0.02% | -4.05% | |
| 13 | KLAC | Kla CORP | Stock-Tech | 1.68% | +1.25% | -2.69% | |
| 14 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 1.55% | +0.04% | -5.94% | |
| 15 | V | Visa Inc-class A Shares | Stock-Financials | 1.54% | +0.02% | -2.92% | |
| 16 | XOM | Exxon Mobil CORP | Stock-Energy | 1.49% | -0.46% | +1.03% | |
| 17 | AXP | American Express Co | Stock-Financials | 1.47% | -0.01% | +0.29% | |
| 18 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.42% | +0.10% | -7.73% | |
| 19 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.42% | -0.12% | +49.16% | |
| 20 | MRSH | Marsh & Mclennan Cos | Stock-Financials | 1.41% | -0.08% | -3.10% | |
| 21 | AZO | Autozone Inc | Stock-Consumer Disc | 1.35% | -0.12% | +10.10% | |
| 22 | CRM | Salesforce Inc | Stock-Tech | 1.27% | -0.20% | +8.91% | |
| 23 | ADBE | Adobe Inc | Stock-Tech | 1.22% | -0.08% | +7.68% | |
| 24 | ABBV | Abbvie Inc | Stock-Healthcare | 1.22% | +0.10% | -9.30% | |
| 25 | XLF | Ss Financial Select Sector | ETF-Other | 1.22% | +0.03% | -3.61% | |
| 26 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 1.21% | -0.06% | -0.25% | |
| 27 | AVGO | Broadcom Inc | Stock-Tech | 1.19% | — | -4.90% | |
| 28 | DHR | Danaher CORP | Stock-Healthcare | 1.14% | -0.78% | -1.06% | |
| 29 | MDT | Medtronic plc | Stock-Healthcare | 1.11% | -0.17% | -0.34% | |
| 30 | URI | United Rentals Inc | Stock-Industrials | 1.10% | +0.23% | +8.73% | |
| 31 | CMG | Chipotle Mexican Grill Inc | Stock-Consumer Disc | 1.04% | -0.59% | EXIT | |
| 32 | HD | Home Depot Inc | Stock-Consumer Disc | 1.02% | -0.06% | -8.15% | |
| 33 | GTLS | Chart Industries Inc | Stock-Industrials | 1.00% | -0.01% | +2.68% | |
| 34 | MS | Morgan Stanley | Stock-Financials | 0.95% | +0.08% | -1.12% | |
| 35 | XLV | Ss Health Care Select Sector | ETF-Other | 0.95% | +0.01% | -5.07% | |
| 36 | GWW | Ww Grainger Inc | Stock-Industrials | 0.94% | +0.07% | +7.13% | |
| 37 | FLOT | Ishares Floating Rate Bond E | ETF-Other | 0.92% | -0.07% | +3.52% | |
| 38 | IBM | Intl Business Machines CORP | Stock-Tech | 0.92% | +0.12% | +133.18% | |
| 39 | CSCO | Cisco Systems Inc | Stock-Tech | 0.88% | +0.24% | +0.80% | |
| 40 | XLY | Ss Consumer Disc Select Sect | ETF-Other | 0.85% | +0.01% | -0.97% | |
| 41 | SBUX | Starbucks CORP | Stock-Consumer Disc | 0.82% | +0.01% | +7.11% | |
| 42 | FLR | Fluor CORP | Stock-Industrials | 0.81% | -0.02% | +18.01% | |
| 43 | XLC | Ss Comm Select Sector Spdr | ETF-Other | 0.81% | -0.05% | -2.55% | |
| 44 | CSX | Csx CORP | Stock-Industrials | 0.81% | -0.02% | -10.47% | |
| 45 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.75% | -0.14% | +1.04% | |
| 46 | PLD | Prologis Inc | Stock-Real Estate | 0.75% | -0.47% | EXIT | |
| 47 | XLI | Ss Industrial Select Sector | ETF-Other | 0.74% | +0.07% | -5.37% | |
| 48 | SHW | Sherwin-williams Co/the | Stock-Materials | 0.74% | -0.03% | -9.27% | |
| 49 | CIEN | Ciena CORP | Stock-Tech | 0.70% | +0.01% | -1.70% | |
| 50 | BKR | Baker Hughes Co | Stock-Energy | 0.68% | -0.13% | -4.58% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | SPIB | Ss Spdr P Int C CORP ETF | — | NEW | New buy |
| 2 | LLY | Eli Lilly & Co | — | NEW | New buy |
| 3 | ISRG | Intuitive Surgical Inc | — | NEW | New buy |
| 4 | SPSB | Ss Spdr P St C CORP ETF | — | NEW | New buy |
| 5 | MSFT | Microsoft CORP | — | NEW | New buy |
| 6 | NVDA | Nvidia CORP | — | NEW | New buy |
| 7 | AAPL | Apple Inc | — | NEW | New buy |
| 8 | OBT | Orange County Bancorp Inc | — | NEW | New buy |
| 9 | AMZN | Amazon.com Inc | — | NEW | New buy |
| 10 | XLK | Ss Technology Select Sector | — | NEW | New buy |
| 11 | GOOG | Alphabet Inc-cl C | — | NEW | New buy |
| 12 | JPM | Jpmorgan Chase & Co | — | NEW | New buy |
| 13 | KLAC | Kla CORP | — | NEW | New buy |
| 14 | UNH | Unitedhealth Group Inc | — | NEW | New buy |
| 15 | V | Visa Inc-class A Shares | — | NEW | New buy |
| 16 | XOM | Exxon Mobil CORP | — | NEW | New buy |
| 17 | AXP | American Express Co | — | NEW | New buy |
| 18 | SPY | Ss Spdr S&p 500 ETF Trust-us | — | NEW | New buy |
| 19 | META | Meta Platforms Inc-class A | — | NEW | New buy |
| 20 | MRSH | Marsh & Mclennan Cos | — | NEW | New buy |
| 21 | AZO | Autozone Inc | — | NEW | New buy |
| 22 | CRM | Salesforce Inc | — | NEW | New buy |
| 23 | ADBE | Adobe Inc | — | NEW | New buy |
| 24 | ABBV | Abbvie Inc | — | NEW | New buy |
| 25 | XLF | Ss Financial Select Sector | — | NEW | New buy |
| 26 | TMO | Thermo Fisher Scientific Inc | — | NEW | New buy |
| 27 | AVGO | Broadcom Inc | — | NEW | New buy |
| 28 | DHR | Danaher CORP | — | NEW | New buy |
| 29 | MDT | Medtronic plc | — | NEW | New buy |
| 30 | URI | United Rentals Inc | — | NEW | New buy |
| 31 | CMG | Chipotle Mexican Grill Inc | — | NEW | New buy |
| 32 | HD | Home Depot Inc | — | NEW | New buy |
| 33 | GTLS | Chart Industries Inc | — | NEW | New buy |
| 34 | MS | Morgan Stanley | — | NEW | New buy |
| 35 | XLV | Ss Health Care Select Sector | — | NEW | New buy |
| 36 | GWW | Ww Grainger Inc | — | NEW | New buy |
| 37 | FLOT | Ishares Floating Rate Bond E | — | NEW | New buy |
| 38 | IBM | Intl Business Machines CORP | — | NEW | New buy |
| 39 | CSCO | Cisco Systems Inc | — | NEW | New buy |
| 40 | XLY | Ss Consumer Disc Select Sect | — | NEW | New buy |
| 41 | SBUX | Starbucks CORP | — | NEW | New buy |
| 42 | FLR | Fluor CORP | — | NEW | New buy |
| 43 | XLC | Ss Comm Select Sector Spdr | — | NEW | New buy |
| 44 | CSX | Csx CORP | — | NEW | New buy |
| 45 | PEP | Pepsico Inc | — | NEW | New buy |
| 46 | PLD | Prologis Inc | — | NEW | New buy |
| 47 | XLI | Ss Industrial Select Sector | — | NEW | New buy |
| 48 | SHW | Sherwin-williams Co/the | — | NEW | New buy |
| 49 | CIEN | Ciena CORP | — | NEW | New buy |
| 50 | BKR | Baker Hughes Co | — | NEW | New buy |
According to official SEC Form 13F filings, Orange Investment Advisors, Inc. reported a total U.S. public equity portfolio value of $823.0M across 169 disclosed positions in Q1 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including SPIB, LLY, ISRG) accounted for 22.1% of total reported equity market value during Q1 2025.
Top New Position Initiated
SPIB
市值: $41.7M
During Q1 2025, Orange Investment Advisors, Inc.'s top holdings by market value included SPIB (5.0%)、LLY (4.8%)、ISRG (4.0%). The largest single position, SPIB, represented 5.0% of total portfolio value.
In Q1 2025, Orange Investment Advisors, Inc. made 50 total portfolio adjustments, initiating 50 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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