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CIK: 0000943442
Total reported value
$823.0M
$823.0M
145 檔
22.5%
As reported in its official Q1 2026 Form 13F filing, Orange Investment Advisors, Inc.'s tracked investment portfolio stood at $823.0M with 145 total positions.
In Q1 2026, Orange Investment Advisors, Inc. adopted a defensive or profit-taking posture, trimming 111 positions and completely liquidating 7 holdings to manage risk exposure.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SPIB | Ss Spdr P Int C CORP ETF | ETF-Other | 5.70% | -0.25% | +2.17% | |
| 2 | LLY | Eli Lilly & Co | Stock-Healthcare | 5.11% | +0.93% | -5.84% | |
| 3 | SPSB | Ss Spdr P St C CORP ETF | ETF-Other | 4.54% | -0.24% | +2.51% | |
| 4 | OBT | Orange County Bancorp Inc | Stock-Other | 4.40% | +0.34% | -3.64% | |
| 5 | NVDA | Nvidia CORP | Stock-Tech | 4.20% | -0.15% | -20.97% | |
| 6 | ISRG | Intuitive Surgical Inc | Stock-Healthcare | 3.93% | -0.79% | -0.30% | |
| 7 | MSFT | Microsoft CORP | Stock-Tech | 3.25% | -0.28% | -8.22% | |
| 8 | XLK | Ss Technology Select Sector | ETF-Tech | 3.25% | +0.99% | -3.40% | |
| 9 | AAPL | Apple Inc | Stock-Tech | 3.19% | -0.02% | -12.89% | |
| 10 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 2.86% | +0.13% | -18.37% | |
| 11 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.16% | -0.01% | -13.08% | |
| 12 | KLAC | Kla CORP | Stock-Tech | 2.09% | +1.25% | -20.99% | |
| 13 | CIEN | Ciena CORP | Stock-Tech | 1.91% | +0.01% | -24.06% | |
| 14 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.73% | -0.02% | -14.67% | |
| 15 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.52% | +0.10% | -4.23% | |
| 16 | AVGO | Broadcom Inc | Stock-Tech | 1.47% | — | -30.88% | |
| 17 | XOM | Exxon Mobil CORP | Stock-Energy | 1.37% | -0.46% | -24.19% | |
| 18 | AXP | American Express Co | Stock-Financials | 1.37% | -0.01% | -4.06% | |
| 19 | ABBV | Abbvie Inc | Stock-Healthcare | 1.29% | +0.10% | -6.35% | |
| 20 | XLF | Ss Financial Select Sector | ETF-Other | 1.25% | +0.03% | -2.45% | |
| 21 | V | Visa Inc-class A Shares | Stock-Financials | 1.17% | +0.02% | -8.83% | |
| 22 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.15% | -0.12% | -19.80% | |
| 23 | FLOT | Ishares Floating Rate Bond E | ETF-Other | 1.14% | -0.07% | +5.78% | |
| 24 | MDT | Medtronic plc | Stock-Healthcare | 1.14% | -0.17% | -0.65% | |
| 25 | XLY | Ss Consumer Disc Select Sect | ETF-Other | 0.99% | +0.01% | -3.59% | |
| 26 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 0.98% | -0.06% | -12.65% | |
| 27 | XLC | Ss Comm Select Sector Spdr | ETF-Other | 0.97% | -0.05% | -2.14% | |
| 28 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-Small Cap | 0.96% | +0.11% | +1.85% | |
| 29 | XLV | Ss Health Care Select Sector | ETF-Other | 0.96% | +0.01% | -6.14% | |
| 30 | AZO | Autozone Inc | Stock-Consumer Disc | 0.94% | -0.12% | -11.32% | |
| 31 | MS | Morgan Stanley | Stock-Financials | 0.93% | +0.08% | -16.49% | |
| 32 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 0.93% | -0.89% | +50.41% | |
| 33 | IBM | Intl Business Machines CORP | Stock-Tech | 0.92% | +0.12% | -5.70% | |
| 34 | CSCO | Cisco Systems Inc | Stock-Tech | 0.88% | +0.24% | -11.25% | |
| 35 | XLI | Ss Industrial Select Sector | ETF-Other | 0.81% | +0.07% | -6.77% | |
| 36 | DHR | Danaher CORP | Stock-Healthcare | 0.81% | -0.78% | -5.18% | |
| 37 | CRM | Salesforce Inc | Stock-Tech | 0.72% | -0.20% | -5.05% | |
| 38 | GWW | Ww Grainger Inc | Stock-Industrials | 0.72% | +0.07% | -15.05% | |
| 39 | FLR | Fluor CORP | Stock-Industrials | 0.69% | -0.02% | -16.47% | |
| 40 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.68% | -0.13% | -1.54% | |
| 41 | URI | United Rentals Inc | Stock-Industrials | 0.65% | +0.23% | -15.59% | |
| 42 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.64% | -0.14% | -13.86% | |
| 43 | PWR | Quanta Services Inc | Stock-Industrials | 0.63% | +0.01% | -22.23% | |
| 44 | BKR | Baker Hughes Co | Stock-Energy | 0.63% | -0.13% | -22.30% | |
| 45 | SCHW | Schwab (charles) CORP | Stock-Financials | 0.62% | -0.02% | -16.86% | |
| 46 | HD | Home Depot Inc | Stock-Consumer Disc | 0.61% | -0.06% | -17.08% | |
| 47 | MRSH | Marsh & Mclennan Cos | Stock-Financials | 0.61% | -0.08% | -16.65% | |
| 48 | DUK | Duke Energy CORP | Stock-Utilities | 0.60% | -0.08% | -13.38% | |
| 49 | SBUX | Starbucks CORP | Stock-Consumer Disc | 0.59% | +0.01% | -17.80% | |
| 50 | CMG | Chipotle Mexican Grill Inc | Stock-Consumer Disc | 0.59% | -0.59% | EXIT |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | OBT | Orange County Bancorp Inc | +0.9% | -3.64% | Trim |
| 2 | SPIB | Ss Spdr P Int C CORP ETF | +0.9% | +2.17% | Add |
| 3 | SPSB | Ss Spdr P St C CORP ETF | +0.8% | +2.51% | Add |
| 4 | CIEN | Ciena CORP | +0.6% | -24.06% | Trim |
| 5 | SPYM | Ste Str Spdr Pt S&p 500 ETF | +0.4% | +50.41% | Add |
| 6 | XOM | Exxon Mobil CORP | +0.3% | -24.19% | Trim |
| 7 | KLAC | Kla CORP | +0.2% | -20.99% | Trim |
| 8 | FLOT | Ishares Floating Rate Bond E | +0.2% | +5.78% | Add |
| 9 | SPSM | Ss Spdr P S&p 600 Small Cap | +0.2% | +1.85% | Add |
| 10 | CVX | Chevron CORP | +0.2% | -3.59% | Trim |
| 11 | XLK | Ss Technology Select Sector | +0.1% | -3.40% | Trim |
| 12 | XLE | Ss Energy Select Sector | +0.1% | -8.43% | Trim |
| 13 | WMT | Walmart Inc | +0.1% | -3.36% | Trim |
| 14 | BKR | Baker Hughes Co | +0.1% | -22.30% | Trim |
| 15 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.1% | -4.23% | Trim |
| 16 | XLI | Ss Industrial Select Sector | +0.1% | -6.77% | Trim |
| 17 | FLR | Fluor CORP | +0.1% | -16.47% | Trim |
| 18 | PWR | Quanta Services Inc | +0.1% | -22.23% | Trim |
| 19 | MCD | Mcdonald's CORP | +0.1% | -1.54% | Trim |
| 20 | XLP | Ss Consumer Staples Sel Sect | +0.1% | -2.29% | Trim |
| 21 | XLC | Ss Comm Select Sector Spdr | +0.1% | -2.14% | Trim |
| 22 | MDY | State Street Spdr S&p Midcap | +0.1% | +4.47% | Add |
| 23 | DUK | Duke Energy CORP | +0.1% | -13.38% | Trim |
| 24 | WBS | Webster Financial CORP | +0.1% | -4.61% | Trim |
| 25 | SLB | Slb LTD | +0.1% | -24.64% | Trim |
| 26 | ABBV | Abbvie Inc | +0.1% | -6.35% | Trim |
| 27 | GNRC | Generac Holdings Inc | +0.1% | -21.39% | Trim |
| 28 | SPMD | Ss Spdr P S&p 400 Midcap ETF | +0.1% | +5.51% | Add |
| 29 | MDT | Medtronic plc | +0.1% | -0.65% | Trim |
| 30 | GWW | Ww Grainger Inc | +0.1% | -15.05% | Trim |
| 31 | PEP | Pepsico Inc | +0.1% | -13.86% | Trim |
| 32 | NFLX | Netflix Inc | +0.1% | -6.95% | Trim |
| 33 | SO | Southern Co/the | +0.1% | -2.58% | Trim |
| 34 | JNJ | Johnson & Johnson | +0.1% | -11.20% | Trim |
| 35 | AZO | Autozone Inc | 0% | -11.32% | Trim |
| 36 | XLV | Ss Health Care Select Sector | 0% | -6.14% | Trim |
| 37 | CSCO | Cisco Systems Inc | 0% | -11.25% | Trim |
| 38 | NEE | Nextera Energy Inc | 0% | -18.44% | Trim |
| 39 | GLW | Corning Inc | 0% | -5.50% | Trim |
| 40 | COP | Conocophillips | 0% | -19.42% | Trim |
| 41 | XLB | Ss Materials Select Sector | 0% | +0.27% | Add |
| 42 | PG | Procter & Gamble Co/the | 0% | -5.24% | Trim |
| 43 | XLRE | Ss Real Estate Select Sector | 0% | +4.43% | Add |
| 44 | XLF | Ss Financial Select Sector | 0% | -2.45% | Trim |
| 45 | XLY | Ss Consumer Disc Select Sect | 0% | -3.59% | Trim |
| 46 | RMD | Resmed Inc | 0% | — | Unchanged |
| 47 | GEV | GE Vernova Inc | 0% | — | Unchanged |
| 48 | MDLZ | Mondelez International Inc-a | 0% | -11.75% | Trim |
| 49 | WY | Weyerhaeuser Co | 0% | -9.56% | Trim |
| 50 | MRK | Merck & Co. Inc. | 0% | -1.81% | Trim |
According to official SEC Form 13F filings, Orange Investment Advisors, Inc. reported a total U.S. public equity portfolio value of $823.0M across 145 disclosed positions in Q1 2026.
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, SPSB) accounted for 22.5% of total reported equity market value during Q1 2026.
Top New Position Initiated
CTRA
市值: $262.7K
Top Position Liquidated / Trimmed
OWL
前期市值: $3.6M
During Q1 2026, Orange Investment Advisors, Inc.'s top holdings by market value included SPIB (5.7%)、LLY (5.1%)、SPSB (4.5%). The largest single position, SPIB, represented 5.7% of total portfolio value.
In Q1 2026, Orange Investment Advisors, Inc. made 132 total portfolio adjustments, initiating 3 new buys, adding to 11 positions, trimming 111 holdings, and fully liquidating 7 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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