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CIK: 0000943442
Total reported value
$801.7M
$801.7M
143 檔
25.4%
During the Q2 2026 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 $801.7M across 143 reported positions.
In Q2 2026, Orange Investment Advisors, Inc. adopted a defensive or profit-taking posture, trimming 99 positions and completely liquidating 9 holdings to manage risk exposure.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | LLY | Eli Lilly & Co | Stock-Healthcare | 6.04% | -0.13% | -3.20% | |
| 2 | SPIB | Ss Spdr P Int C CORP ETF | ETF-Other | 5.45% | +0.12% | +2.14% | |
| 3 | OBT | Orange County Bancorp Inc | Stock-Other | 4.74% | +0.15% | -0.05% | |
| 4 | SPSB | Ss Spdr P St C CORP ETF | ETF-Other | 4.30% | +0.19% | +1.43% | |
| 5 | XLK | Ss Technology Select Sector | ETF-Tech | 4.24% | +0.07% | -2.83% | |
| 6 | NVDA | Nvidia CORP | Stock-Tech | 4.05% | +0.47% | -10.53% | |
| 7 | KLAC | Kla CORP | Stock-Tech | 3.34% | -1.23% | +732.71% | |
| 8 | AAPL | Apple Inc | Stock-Tech | 3.17% | +0.45% | -6.78% | |
| 9 | ISRG | Intuitive Surgical Inc | Stock-Healthcare | 3.14% | +0.16% | -1.22% | |
| 10 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 2.99% | — | -9.72% | |
| 11 | MSFT | Microsoft CORP | Stock-Tech | 2.97% | +1.06% | -3.26% | |
| 12 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.15% | +0.31% | -7.22% | |
| 13 | CIEN | Ciena CORP | Stock-Tech | 1.92% | -0.53% | -15.04% | |
| 14 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.71% | -0.02% | -5.06% | |
| 15 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.62% | -0.04% | -1.09% | |
| 16 | AVGO | Broadcom Inc | Stock-Tech | 1.47% | -0.07% | -12.33% | |
| 17 | ABBV | Abbvie Inc | Stock-Healthcare | 1.39% | +0.02% | -0.15% | |
| 18 | AXP | American Express Co | Stock-Financials | 1.36% | -0.29% | -5.45% | |
| 19 | XLF | Ss Financial Select Sector | ETF-Other | 1.28% | -0.03% | +0.05% | |
| 20 | V | Visa Inc-class A Shares | Stock-Financials | 1.19% | -0.02% | -4.01% | |
| 21 | CSCO | Cisco Systems Inc | Stock-Tech | 1.12% | -0.07% | -9.84% | |
| 22 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-Small Cap | 1.07% | -0.08% | +0.03% | |
| 23 | FLOT | Ishares Floating Rate Bond E | ETF-Other | 1.07% | +0.06% | -0.45% | |
| 24 | AMD | Advanced Micro Devices | Stock-Tech | 1.05% | +0.08% | -9.75% | |
| 25 | IBM | Intl Business Machines CORP | Stock-Tech | 1.04% | -0.18% | +4.48% | |
| 26 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.03% | +0.55% | -3.20% | |
| 27 | MS | Morgan Stanley | Stock-Financials | 1.01% | -0.11% | -9.27% | |
| 28 | XLY | Ss Consumer Disc Select Sect | ETF-Other | 1.00% | -0.05% | +0.02% | |
| 29 | XLV | Ss Health Care Select Sector | ETF-Other | 0.97% | +0.02% | -0.46% | |
| 30 | MDT | Medtronic plc | Stock-Healthcare | 0.97% | +0.06% | -0.05% | |
| 31 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 0.92% | +0.30% | -1.84% | |
| 32 | XLC | Ss Comm Select Sector Spdr | ETF-Other | 0.92% | +0.09% | +4.19% | |
| 33 | XOM | Exxon Mobil CORP | Stock-Energy | 0.91% | -0.91% | EXIT | |
| 34 | XLI | Ss Industrial Select Sector | ETF-Other | 0.88% | -0.07% | +1.06% | |
| 35 | URI | United Rentals Inc | Stock-Industrials | 0.88% | -0.12% | -8.00% | |
| 36 | AZO | Autozone Inc | Stock-Consumer Disc | 0.82% | +0.14% | -0.98% | |
| 37 | GWW | Ww Grainger Inc | Stock-Industrials | 0.79% | -0.08% | -6.98% | |
| 38 | MPC | Marathon Petroleum CORP | Stock-Energy | 0.70% | +0.25% | +1490.41% | |
| 39 | APH | Amphenol Corp-cl A | Stock-Tech | 0.69% | -0.10% | -8.60% | |
| 40 | FLR | Fluor CORP | Stock-Industrials | 0.67% | -0.64% | -6.47% | |
| 41 | PWR | Quanta Services Inc | Stock-Industrials | 0.64% | -0.11% | -18.11% | |
| 42 | SCHW | Schwab (charles) CORP | Stock-Financials | 0.60% | -0.01% | +6.50% | |
| 43 | SBUX | Starbucks CORP | Stock-Consumer Disc | 0.60% | -0.60% | EXIT | |
| 44 | THC | Tenet Healthcare CORP | Stock-Healthcare | 0.60% | +0.16% | — | |
| 45 | GS | Goldman Sachs Group Inc | Stock-Financials | 0.57% | -0.08% | -7.80% | |
| 46 | HD | Home Depot Inc | Stock-Consumer Disc | 0.55% | -0.10% | -10.06% | |
| 47 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.55% | -0.07% | -0.57% | |
| 48 | SHW | Sherwin-williams Co/the | Stock-Materials | 0.54% | -0.04% | -5.43% | |
| 49 | NEM | Newmont CORP | Stock-Materials | 0.54% | +0.04% | — | |
| 50 | MRSH | Marsh & Mclennan Cos | Stock-Financials | 0.53% | — | -3.61% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | KLAC | Kla CORP | +1.3% | +732.71% | Add |
| 2 | XLK | Ss Technology Select Sector | +1% | -2.83% | Trim |
| 3 | LLY | Eli Lilly & Co | +0.9% | -3.20% | Trim |
| 4 | MPC | Marathon Petroleum CORP | +0.7% | +1490.41% | Add |
| 5 | AMD | Advanced Micro Devices | +0.6% | -9.75% | Trim |
| 6 | THC | Tenet Healthcare CORP | +0.6% | NEW | New buy |
| 7 | NEM | Newmont CORP | +0.5% | NEW | New buy |
| 8 | JLL | Jones Lang Lasalle Inc | +0.5% | NEW | New buy |
| 9 | ALL | Allstate CORP | +0.4% | NEW | New buy |
| 10 | OBT | Orange County Bancorp Inc | +0.3% | -0.05% | Trim |
| 11 | CSCO | Cisco Systems Inc | +0.2% | -9.84% | Trim |
| 12 | URI | United Rentals Inc | +0.2% | -8.00% | Trim |
| 13 | GOOG | Alphabet Inc-cl C | +0.1% | -9.72% | Trim |
| 14 | IBM | Intl Business Machines CORP | +0.1% | +4.48% | Add |
| 15 | SPSM | Ss Spdr P S&p 600 Small Cap | +0.1% | +0.03% | Add |
| 16 | APH | Amphenol Corp-cl A | +0.1% | -8.60% | Trim |
| 17 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.1% | -1.09% | Trim |
| 18 | ABBV | Abbvie Inc | +0.1% | -0.15% | Trim |
| 19 | MS | Morgan Stanley | +0.1% | -9.27% | Trim |
| 20 | XLI | Ss Industrial Select Sector | +0.1% | +1.06% | Add |
| 21 | GWW | Ww Grainger Inc | +0.1% | -6.98% | Trim |
| 22 | MU | Micron Technology Inc | +0.1% | NEW | New buy |
| 23 | GLW | Corning Inc | +0.1% | — | Unchanged |
| 24 | GNRC | Generac Holdings Inc | 0% | -16.59% | Trim |
| 25 | QQQ | Invesco Qqq Trust Series 1 | 0% | -0.37% | Trim |
| 26 | UNH | Unitedhealth Group Inc | 0% | -8.32% | Trim |
| 27 | GE | General Electric | 0% | -0.25% | Trim |
| 28 | XLF | Ss Financial Select Sector | 0% | +0.05% | Add |
| 29 | ROK | Rockwell Automation Inc | 0% | -13.46% | Trim |
| 30 | NUE | Nucor CORP | 0% | -13.43% | Trim |
| 31 | MDY | State Street Spdr S&p Midcap | 0% | -0.29% | Trim |
| 32 | CAT | Caterpillar Inc | 0% | -7.97% | Trim |
| 33 | GOOGL | Alphabet Inc-cl A | 0% | -0.70% | Trim |
| 34 | IYW | Ishares Ustechnology ETF | 0% | +0.47% | Add |
| 35 | GEV | GE Vernova Inc | 0% | -0.25% | Trim |
| 36 | TXN | Texas Instruments Inc | 0% | NEW | New buy |
| 37 | DVN | Devon Energy CORP | 0% | NEW | New buy |
| 38 | V | Visa Inc-class A Shares | 0% | -4.01% | Trim |
| 39 | GS | Goldman Sachs Group Inc | 0% | -7.80% | Trim |
| 40 | SPMD | Ss Spdr P S&p 400 Midcap ETF | 0% | +0.63% | Add |
| 41 | CIEN | Ciena CORP | 0% | -15.04% | Trim |
| 42 | XLY | Ss Consumer Disc Select Sect | 0% | +0.02% | Add |
| 43 | XLV | Ss Health Care Select Sector | 0% | -0.46% | Trim |
| 44 | SBUX | Starbucks CORP | 0% | -4.49% | Trim |
| 45 | PWR | Quanta Services Inc | 0% | -18.11% | Trim |
| 46 | WBS | Webster Financial CORP | 0% | — | Unchanged |
| 47 | BAC | Bank Of America CORP | 0% | -5.90% | Trim |
| 48 | IJR | Ishares Core S&p Small-cap E | 0% | -0.17% | Trim |
| 49 | CVS | Cvs Health CORP | 0% | -0.35% | Trim |
| 50 | IVV | Ishares Core S&p 500 ETF | 0% | +0.46% | Add |
According to official SEC Form 13F filings, Orange Investment Advisors, Inc. reported a total U.S. public equity portfolio value of $801.7M across 143 disclosed positions in Q2 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 LLY, SPIB, OBT) accounted for 25.4% of total reported equity market value during Q2 2026.
Top New Position Initiated
THC
市值: $4.9M
Top Position Liquidated / Trimmed
CMG
前期市值: $4.5M
During Q2 2026, Orange Investment Advisors, Inc.'s top holdings by market value included LLY (6.0%)、SPIB (5.5%)、OBT (4.7%). The largest single position, LLY, represented 6.0% of total portfolio value.
In Q2 2026, Orange Investment Advisors, Inc. made 140 total portfolio adjustments, initiating 7 new buys, adding to 25 positions, trimming 99 holdings, and fully liquidating 9 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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