Orange Investment Advisors
GOSHEN, NYfiles as Orange Investment Advisors, Inc.
$823m in 143 US stocks at the end of 30 June 2026. The top 10 are 41.5% of the money. It changed about 8.9% of the portfolio this quarter.
Value
$823m
Stocks
143
Top 10 share
41.5%
Turnover
8.9%
What changed this quarter
New
Bought for the first time this quarter.
- Tenet HealthcareTHC0.6% of the fund
- NewmontNEM0.5% of the fund
- Jones Lang LasalleJLL0.5% of the fund
- AllstateALL0.4% of the fund
- Micron TechnologyMU<0.1% of the fund
- Texas InstrumentsTXN<0.1% of the fund
- Devon EnergyDVN<0.1% of the fund
Added
Bought more of a stock they already held.
- Spdr Series TrustSPIB5.4% of the fund+2%
- International Business MachinesIBM1.0% of the fund+4%
- Select Sector Spdr TRXLC0.9% of the fund+4%
- Marathon PetroleumMPC0.7% of the fund+1490%
- Charles SchwabSCHW0.6% of the fund+7%
- ServiceNowNOW0.5% of the fund+4%
- NetflixNFLX0.4% of the fund+7%
- AdobeADBE0.3% of the fund+4%
- TrimbleTRMB0.2% of the fund+10%
- Capital One FinancialCOF<0.1% of the fund+3%
Cut
Sold some of their stake.
- Eli LillyLLY6.0% of the fund-3%
- Select Sector Spdr TRXLK4.2% of the fund-3%
- NvidiaNVDA4.0% of the fund-11%
- KLAKLAC3.3% of the fund-17%
- AppleAAPL3.2% of the fund-7%
- AlphabetGOOG3.0% of the fund-10%
- MicrosoftMSFT3.0% of the fund-3%
- Amazon.comAMZN2.1% of the fund-7%
- CienaCIEN1.9% of the fund-15%
- JPMorgan ChaseJPM1.7% of the fund-5%
- BroadcomAVGO1.5% of the fund-12%
- American ExpressAXP1.4% of the fund-5%
- VisaV1.2% of the fund-4%
- Cisco SystemsCSCO1.1% of the fund-10%
- Advanced Micro DevicesAMD1.1% of the fund-10%
- Meta PlatformsMETA1.0% of the fund-3%
- Morgan StanleyMS1.0% of the fund-9%
- ExxonMobil HoldingsXOM0.9% of the fund-12%
- United RentalsURI0.9% of the fund-8%
- W.W. GraingerGWW0.8% of the fund-7%
- AmphenolAPH0.7% of the fund-9%
- FluorFLR0.7% of the fund-6%
- Quanta ServicesPWR0.6% of the fund-18%
- StarbucksSBUX0.6% of the fund-4%
- Goldman Sachs GroupGS0.6% of the fund-8%
Sold out
Sold their entire stake.
- Chipotle Mexican GrillCMG-100%
- Take TWO Interactive SoftwareTTWO-100%
- PrologisPLD-100%
- WeyerhaeuserWY-100%
- AflacAFL-100%
- Digital Realty TrustDLR-100%
- Coterra EnergyCTRA-100%
- Norfolk SouthernNSC-100%
- Phillips 66PSX-100%
Holdings
- Spdr Series TrustSPIB
- Share
- 5.4%
- Value
- $45m
- Shares
- 1,339,605
+2%
- Spdr Series TrustSPSB
- Share
- 4.3%
- Value
- $35m
- Shares
- 1,180,398
Held
- Select Sector Spdr TRXLK
- Share
- 4.2%
- Value
- $35m
- Shares
- 183,366
-3%
- State STR Spdr S&P 500 ETF TSPY
- Share
- 1.6%
- Value
- $13m
- Shares
- 17,847
Held
- Select Sector Spdr TRXLF
- Share
- 1.3%
- Value
- $11m
- Shares
- 196,199
Held
- Spdr Series TrustSPSM
- Share
- 1.1%
- Value
- $9m
- Shares
- 153,397
Held
- Ishares TRFLOT
- Share
- 1.1%
- Value
- $9m
- Shares
- 172,579
Held
- Select Sector Spdr TRXLY
- Share
- 1.0%
- Value
- $8m
- Shares
- 70,000
Held
- Select Sector Spdr TRXLV
- Share
- 1.0%
- Value
- $8m
- Shares
- 50,164
Held
- Select Sector Spdr TRXLC
- Share
- 0.9%
- Value
- $8m
- Shares
- 70,666
+4%
- Select Sector Spdr TRXLI
- Share
- 0.9%
- Value
- $7m
- Shares
- 39,192
Held
- Select Sector Spdr TRXLP
- Share
- 0.5%
- Value
- $4m
- Shares
- 50,709
Held
- State STR Spdr S&P Midcap 40MDY
- Share
- 0.4%
- Value
- $3m
- Shares
- 4,519
Held
- Webster FinancialWBS
- Share
- 0.3%
- Value
- $3m
- Shares
- 36,210
Held
- Select Sector Spdr TRXLE
- Share
- 0.3%
- Value
- $3m
- Shares
- 51,987
Held
- Spdr Series TrustSPMD
- Share
- 0.3%
- Value
- $2m
- Shares
- 33,727
Held
- Invesco QQQ TRQQQ
- Share
- 0.2%
- Value
- $2m
- Shares
- 2,710
Held
- Select Sector Spdr TRXLU
- Share
- 0.2%
- Value
- $2m
- Shares
- 37,524
-2%
- Select Sector Spdr TRXLRE
- Share
- 0.2%
- Value
- $2m
- Shares
- 35,843
Held
- Select Sector Spdr TRXLB
- Share
- 0.2%
- Value
- $1m
- Shares
- 28,380
Held
- Ishares TRIYW
- Share
- 0.1%
- Value
- $1m
- Shares
- 4,270
Held
- Ishares TRSUB
- Share
- 0.1%
- Value
- $1m
- Shares
- 9,715
-24%
| Company | Share of fund | Value | Shares | Change |
|---|---|---|---|---|
| Eli LillyLLY | 6.0% | $50m | 41,468 | -3% |
| Spdr Series TrustSPIB | 5.4% | $45m | 1,339,605 | +2% |
| Orange County BancorpOBT | 4.7% | $39m | 1,060,922 | Held |
| Spdr Series TrustSPSB | 4.3% | $35m | 1,180,398 | Held |
| Select Sector Spdr TRXLK | 4.2% | $35m | 183,366 | -3% |
| NvidiaNVDA | 4.0% | $33m | 166,403 | -11% |
| KLAKLAC | 3.3% | $28m | 91,198 | -17% |
| AppleAAPL | 3.2% | $26m | 90,281 | -7% |
| Intuitive SurgicalISRG | 3.1% | $26m | 65,012 | Held |
| AlphabetGOOG | 3.0% | $25m | 69,548 | -10% |
| MicrosoftMSFT | 3.0% | $24m | 65,547 | -3% |
| Amazon.comAMZN | 2.1% | $18m | 74,153 | -7% |
| CienaCIEN | 1.9% | $16m | 32,177 | -15% |
| JPMorgan ChaseJPM | 1.7% | $14m | 43,067 | -5% |
| State STR Spdr S&P 500 ETF TSPY | 1.6% | $13m | 17,847 | Held |
| BroadcomAVGO | 1.5% | $12m | 32,068 | -12% |
| AbbVieABBV | 1.4% | $11m | 45,583 | Held |
| American ExpressAXP | 1.4% | $11m | 33,061 | -5% |
| Select Sector Spdr TRXLF | 1.3% | $11m | 196,199 | Held |
| VisaV | 1.2% | $10m | 28,649 | -4% |
| Cisco SystemsCSCO | 1.1% | $9m | 78,777 | -10% |
| Spdr Series TrustSPSM | 1.1% | $9m | 153,397 | Held |
| Ishares TRFLOT | 1.1% | $9m | 172,579 | Held |
| Advanced Micro DevicesAMD | 1.1% | $9m | 14,885 | -10% |
| International Business MachinesIBM | 1.0% | $9m | 30,503 | +4% |
| Meta PlatformsMETA | 1.0% | $8m | 15,016 | -3% |
| Morgan StanleyMS | 1.0% | $8m | 39,691 | -9% |
| Select Sector Spdr TRXLY | 1.0% | $8m | 70,000 | Held |
| Select Sector Spdr TRXLV | 1.0% | $8m | 50,164 | Held |
| MedtronicMDT | 1.0% | $8m | 101,692 | Held |
| Thermo Fisher ScientificTMO | 0.9% | $8m | 15,119 | Held |
| Select Sector Spdr TRXLC | 0.9% | $8m | 70,666 | +4% |
| ExxonMobil HoldingsXOM | 0.9% | $7m | 54,852 | -12% |
| Select Sector Spdr TRXLI | 0.9% | $7m | 39,192 | Held |
| United RentalsURI | 0.9% | $7m | 6,358 | -8% |
| AutozoneAZO | 0.8% | $7m | 2,117 | Held |
| W.W. GraingerGWW | 0.8% | $6m | 4,755 | -7% |
| Marathon PetroleumMPC | 0.7% | $6m | 22,377 | +1490% |
| AmphenolAPH | 0.7% | $6m | 32,236 | -9% |
| FluorFLR | 0.7% | $6m | 105,975 | -6% |
| Quanta ServicesPWR | 0.6% | $5m | 7,277 | -18% |
| Charles SchwabSCHW | 0.6% | $5m | 53,830 | +7% |
| StarbucksSBUX | 0.6% | $5m | 48,419 | -4% |
| Tenet HealthcareTHC | 0.6% | $5m | 26,219 | New |
| Goldman Sachs GroupGS | 0.6% | $5m | 4,633 | -8% |
| Home DepotHD | 0.6% | $5m | 12,942 | -10% |
| McDonald'sMCD | 0.6% | $5m | 16,796 | Held |
| Sherwin-WilliamsSHW | 0.5% | $4m | 12,964 | -5% |
| NewmontNEM | 0.5% | $4m | 47,198 | New |
| Marsh & McLennan CompaniesMRSH | 0.5% | $4m | 26,268 | -4% |
| SalesforceCRM | 0.5% | $4m | 27,549 | -8% |
| Duke EnergyDUK | 0.5% | $4m | 33,777 | -5% |
| Select Sector Spdr TRXLP | 0.5% | $4m | 50,709 | Held |
| PepsiCoPEP | 0.5% | $4m | 30,389 | -5% |
| Jones Lang LasalleJLL | 0.5% | $4m | 13,237 | New |
| Baker HughesBKR | 0.5% | $4m | 73,486 | -8% |
| Cbre GroupCBRE | 0.5% | $4m | 29,522 | -2% |
| CSXCSX | 0.5% | $4m | 79,778 | -12% |
| ServiceNowNOW | 0.5% | $4m | 37,453 | +4% |
| MercadoLibreMELI | 0.4% | $4m | 2,155 | Held |
| Lincoln Electric HoldingsLECO | 0.4% | $4m | 13,389 | -4% |
| NucorNUE | 0.4% | $3m | 15,469 | -13% |
| NextEra EnergyNEE | 0.4% | $3m | 38,900 | -5% |
| WalmartWMT | 0.4% | $3m | 30,023 | -3% |
| NetflixNFLX | 0.4% | $3m | 45,804 | +7% |
| State STR Spdr S&P Midcap 40MDY | 0.4% | $3m | 4,519 | Held |
| AllstateALL | 0.4% | $3m | 12,541 | New |
| Rockwell AutomationROK | 0.4% | $3m | 5,870 | -13% |
| AdobeADBE | 0.3% | $3m | 14,041 | +4% |
| SLB LimitedSLB | 0.3% | $3m | 61,429 | -7% |
| ChevronCVX | 0.3% | $3m | 17,138 | -4% |
| Webster FinancialWBS | 0.3% | $3m | 36,210 | Held |
| Select Sector Spdr TRXLE | 0.3% | $3m | 51,987 | Held |
| Bank of AmericaBAC | 0.3% | $3m | 47,649 | -6% |
| Mondelez InternationalMDLZ | 0.3% | $3m | 46,158 | -10% |
| Generac HoldingsGNRC | 0.3% | $2m | 8,134 | -17% |
| Procter & GamblePG | 0.3% | $2m | 15,925 | -3% |
| Spdr Series TrustSPMD | 0.3% | $2m | 33,727 | Held |
| ResmedRMD | 0.3% | $2m | 11,000 | Held |
| Johnson & JohnsonJNJ | 0.2% | $2m | 7,963 | Held |
| Invesco QQQ TRQQQ | 0.2% | $2m | 2,710 | Held |
| TrimbleTRMB | 0.2% | $2m | 36,258 | +10% |
| Southern CompanySO | 0.2% | $2m | 18,133 | -2% |
| AlphabetGOOGL | 0.2% | $2m | 4,842 | Held |
| Select Sector Spdr TRXLU | 0.2% | $2m | 37,524 | -2% |
| Select Sector Spdr TRXLRE | 0.2% | $2m | 35,843 | Held |
| Automatic Data ProcessingADP | 0.2% | $2m | 6,902 | -10% |
| RTXRTX | 0.2% | $1m | 7,655 | -4% |
| Select Sector Spdr TRXLB | 0.2% | $1m | 28,380 | Held |
| General ElectricGE | 0.2% | $1m | 3,640 | Held |
| BlackstoneBX | 0.2% | $1m | 11,104 | Held |
| OracleORCL | 0.2% | $1m | 8,816 | Held |
| UnitedHealth GroupUNH | 0.2% | $1m | 3,108 | -8% |
| CaterpillarCAT | 0.1% | $1m | 1,154 | -8% |
| CorningGLW | 0.1% | $1m | 4,295 | Held |
| Ishares TRIYW | 0.1% | $1m | 4,270 | Held |
| Ishares TRSUB | 0.1% | $1m | 9,715 | -24% |
| GE VernovaGEV | 0.1% | $948,111 | 807 | Held |
| ConocoPhillipsCOP | 0.1% | $937,199 | 9,015 | -4% |
| Abbott LaboratoriesABT | 0.1% | $911,756 | 10,048 | -2% |
Showing the largest 100 of 143.
Over time and by industry
Value over time
Jun '25
Dec '25
Jun '26
Value is down 9.9% since 30 June 2025.
Where the money is
Technology23.2%
Health care14.1%
Financial services13.2%
Industrials5.7%
Media & telecom4.8%
Retail & consumer4.7%
Energy3.0%
Everyday goods1.7%
Materials1.5%
Utilities1.2%
Real estate1.1%
Other25.9%
From the fund's 13F filings. They list US stocks and options only, 45 days after each quarter, and leave out cash, bonds, shorts and foreign shares.