EdgeMarket › What Orange Investment Advisors, Inc. reported owning
What Orange Investment Advisors, Inc. reported owning
As filed on Form 13F for the quarter ending 2026-03-31, up to 45 days after that date. Long-only US-listed equity — shorts, bonds, cash and non-US listings are not on the form, so this is one leg of the book, not the book.
Reported value
771.5MPositions
145Quarter
2026-03-31Shown below
50largest by value
| holding | value | % of book | shares | price | 1y |
|---|---|---|---|---|---|
| SPIB State Street SPDR Portfolio Intermediate Term | 44.0M | 5.7% | 1.3M | 33.09 | -1.7% |
| LLY ELI LILLY & Co | 39.4M | 5.1% | 42.8K | 1,255.40 | +78.0% |
| SPSB State Street SPDR Portfolio Short Term Corpora | 35.0M | 4.5% | 1.2M | 29.94 | -0.8% |
| OBT Orange County Bancorp, Inc. /DE/ | 33.9M | 4.4% | 1.1M | 37.99 | +51.1% |
| NVDA NVIDIA CORP | 32.4M | 4.2% | 186.0K | 214.72 | +22.4% |
| ISRG INTUITIVE SURGICAL INC | 30.3M | 3.9% | 65.8K | 378.81 | -21.2% |
| MSFT MICROSOFT CORP | 25.1M | 3.3% | 67.8K | 483.24 | -4.4% |
| XLK State Street Technology Select Sector SPDR ETF | 25.1M | 3.3% | 188.7K | 183.31 | +41.1% |
| AAPL Apple Inc. | 24.6M | 3.2% | 96.8K | 309.35 | +36.9% |
| GOOG Alphabet Inc. | 22.1M | 2.9% | 77.0K | 341.75 | +70.7% |
| AMZN AMAZON COM INC | 16.6M | 2.2% | 79.9K | 258.63 | +15.6% |
| KLAC KLA CORP | 16.1M | 2.1% | 11.0K | 183.99 | +109.5% |
| CIEN CIENA CORP | 14.7M | 1.9% | 37.9K | 395.79 | +356.8% |
| JPM JPMORGAN CHASE & CO | 13.3M | 1.7% | 45.4K | 351.58 | +20.3% |
| SPY SPDR S&P 500 ETF TRUST | 11.7M | 1.5% | 18.0K | 765.72 | +20.0% |
| AVGO Broadcom Inc. | 11.3M | 1.5% | 36.6K | 368.45 | +26.5% |
| XOM ExxonMobil Holdings Corp | 10.6M | 1.4% | 62.4K | 165.11 | +52.1% |
| AXP AMERICAN EXPRESS CO | 10.6M | 1.4% | 35.0K | 336.00 | +8.9% |
| ABBV AbbVie Inc. | 9.9M | 1.3% | 45.7K | 264.96 | +26.7% |
| XLF State Street Financial Select Sector SPDR ETF | 9.7M | 1.3% | 196.1K | 57.48 | +8.7% |
| V VISA INC. | 9.0M | 1.2% | 29.8K | 371.04 | +7.9% |
| META Meta Platforms, Inc. | 8.9M | 1.2% | 15.5K | 549.90 | -26.5% |
| FLOT iShares Floating Rate Bond ETF | 8.8M | 1.1% | 173.4K | 51.01 | -0.1% |
| MDT Medtronic plc | 8.8M | 1.1% | 101.7K | 93.35 | +0.1% |
| XLY State Street Consumer Discretionary Select Sec | 7.6M | 1.0% | 70.0K | 118.02 | +3.7% |
| TMO THERMO FISHER SCIENTIFIC INC. | 7.6M | 1.0% | 15.4K | 629.27 | +27.2% |
| XLC State Street Communication Services Select Sec | 7.5M | 1.0% | 67.8K | 111.40 | +1.4% |
| SPSM State Street SPDR Portfolio S&P 600 Small Cap | 7.4M | 1.0% | 153.3K | 57.28 | +28.7% |
| XLV State Street Health Care Select Sector SPDR ET | 7.4M | 1.0% | 50.4K | 174.62 | +27.0% |
| AZO AUTOZONE INC | 7.2M | 0.9% | 2.1K | 2,957.95 | -28.9% |
| MS MORGAN STANLEY | 7.2M | 0.9% | 43.7K | 214.20 | +48.6% |
| SPYM State Street SPDR Portfolio S&P 500 ETF | 7.2M | 0.9% | 93.5K | 90.13 | +20.1% |
| IBM INTERNATIONAL BUSINESS MACHINES CORP | 7.1M | 0.9% | 29.2K | 235.68 | -2.8% |
| CSCO CISCO SYSTEMS, INC. | 6.8M | 0.9% | 87.4K | 111.04 | +65.5% |
| XLI State Street Industrial Select Sector SPDR ETF | 6.3M | 0.8% | 38.8K | 180.25 | +19.2% |
| DHR DANAHER CORP /DE/ | 6.2M | 0.8% | 32.9K | 218.85 | +3.5% |
| CRM Salesforce, Inc. | 5.6M | 0.7% | 29.9K | 209.17 | -15.1% |
| GWW W.W. GRAINGER, INC. | 5.6M | 0.7% | 5.1K | 1,312.24 | +31.3% |
| FLR FLUOR CORP | 5.3M | 0.7% | 113.3K | 52.42 | +28.2% |
| MCD MCDONALDS CORP | 5.2M | 0.7% | 16.9K | 270.95 | -13.5% |
| URI UNITED RENTALS, INC. | 5.0M | 0.7% | 6.9K | 1,098.51 | +21.8% |
| PEP PEPSICO INC | 4.9M | 0.6% | 31.9K | 143.48 | -4.8% |
| PWR QUANTA SERVICES, INC. | 4.9M | 0.6% | 8.9K | 639.34 | +70.1% |
| BKR Baker Hughes Co | 4.9M | 0.6% | 79.7K | 62.34 | +45.5% |
| SCHW SCHWAB CHARLES CORP | 4.8M | 0.6% | 50.5K | 112.30 | +17.6% |
| HD HOME DEPOT, INC. | 4.7M | 0.6% | 14.4K | 335.61 | -16.5% |
| MRSH MARSH & MCLENNAN COMPANIES, INC. | 4.7M | 0.6% | 27.3K | 192.01 | -9.1% |
| DUK Duke Energy CORP | 4.7M | 0.6% | 35.6K | 119.85 | -3.7% |
| SBUX STARBUCKS CORP | 4.5M | 0.6% | 50.7K | 107.08 | +19.6% |
| CMG CHIPOTLE MEXICAN GRILL INC | 4.5M | 0.6% | 141.3K | 36.90 | -14.3% |
A position that grew quarter on quarter may simply reflect a higher price: if the stock rose 40% and the manager did nothing, the reported value rose 40%. Reading that as accumulation is reading the price back to yourself. More on that →
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