Q2 2026 13F · SEC CIK 943442

Orange Investment Advisors, Inc.

Wealth managerFiled 2026-07-21 for Q2 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $823.0M
Reported positions: 143
Top holdings a year, 3 yrs: +20.5%
Assets under management: $1.7B

Orange Investment Advisors, Inc. is a wealth manager that reported 143 positions worth $823.0M in its Q2 2026 13F, filed 2026-07-21. Its largest holdings were Lilly Eli & Co (LLY, 6.0%), Spdr Series Trust (SPIB, 5.4%), Orange Cnty Bancorp Inc (OBT, 4.7%). A portfolio copying its top holdings returned 20.5% a year over the last 3 years, against 20.4% for the S&P 500.

Orange Investment Advisors, Inc. holdings largest 50 of 143 positions.

Weights are shares of the filer's total reported 13F value, compared with Q1 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

Orange Investment Advisors, Inc. 13F holdings
Stock	% of 13F value	Q1 2026	Shares	Share change	Reported value
LLYLilly Eli & Co	6.0%	5.1%	41,468	-3.2%	$49.7M
SPIBSpdr Series Trust	5.4%	5.7%	1,339,605	+2.1%	$44.8M
OBTOrange Cnty Bancorp Inc	4.7%	4.4%	1,060,922	-0.1%	$39.0M
SPSBSpdr Series Trust	4.3%	4.5%	1,180,398	+1.4%	$35.4M
XLKState Street Technology Select Sector Sp	4.2%	3.3%	183,366	-2.8%	$34.9M
NVDANvidia Corporation Com	4.0%	4.2%	166,403	-10.5%	$33.3M
KLACKla Corp	3.3%	2.1%	91,198	+732.7%	$27.5M
AAPLApple Inc	3.2%	3.2%	90,281	-6.8%	$26.1M
ISRGIntuitive Surgical Inc	3.1%	3.9%	65,012	-1.2%	$25.9M
GOOGAlphabet Inc	3.0%	2.9%	69,548	-9.7%	$24.6M
MSFTMicrosoft Corp	3.0%	3.3%	65,547	-3.3%	$24.5M
AMZNAmazon Com Inc Com	2.1%	2.2%	74,153	-7.2%	$17.7M
CIENCiena Corp	1.9%	1.9%	32,177	-15.0%	$15.8M
JPMJpmorgan Chase & Co	1.7%	1.7%	43,067	-5.1%	$14.1M
SPYSpdr S&p 500 ETF Tr	1.6%	1.5%	17,847	-1.1%	$13.3M
AVGOBroadcom Inc	1.5%	1.5%	32,068	-12.3%	$12.1M
ABBVAbbvie Inc	1.4%	1.3%	45,583	-0.2%	$11.5M
AXPAmerican Express Co Com	1.4%	1.4%	33,061	-5.5%	$11.2M
XLFSelect Sector Spdr Tr	1.3%	1.3%	196,199	+0.1%	$10.5M
VVisa Inc Com Cl A	1.2%	1.2%	28,649	-4.0%	$9.8M
CSCOCisco Sys Inc	1.1%	0.9%	78,777	-9.8%	$9.3M
SPSMSpdr Series Trust	1.1%	1.0%	153,397	+0.0%	$8.8M
FLOTIshares Tr	1.1%	1.1%	172,579	-0.4%	$8.8M
AMDAdvanced Micro Devices Inc	1.1%	—	14,885	—	$8.6M
IBMInternational Business Machs	1.0%	0.9%	30,503	+4.5%	$8.6M
METAMeta Platforms Inc Class A	1.0%	1.1%	15,016	-3.2%	$8.5M
MSMorgan Stanley Com New	1.0%	0.9%	39,691	-9.3%	$8.3M
XLYConsumer Discretionary Select S	1.0%	1.0%	70,000	+0.0%	$8.2M
XLVSelect Sector Spdr Tr	1.0%	1.0%	50,164	-0.5%	$8.0M
MDTMedtronic PLC	1.0%	1.1%	101,692	-0.0%	$8.0M
TMOThermo Fisher Scientific Inc	0.9%	1.0%	15,119	-1.8%	$7.6M
XLCSelect Sector Spdr Tr	0.9%	1.0%	70,666	+4.2%	$7.6M
XOMExxon Mobil Corp	0.9%	1.4%	54,852	-12.1%	$7.5M
XLISelect Sector Spdr Tr	0.9%	0.8%	39,192	+1.1%	$7.3M
URIUnited Rentals Inc Com	0.9%	0.7%	6,358	-8.0%	$7.2M
AZOAutozone Inc	0.8%	0.9%	2,117	-1.0%	$6.8M
GWWWw Grainger Inc	0.8%	0.7%	4,755	-7.0%	$6.5M
MPCMarathon Petroleum Corporation	0.7%	—	22,377	—	$5.7M
APHAmphenol Corp	0.7%	—	32,236	—	$5.7M
FLRFluor Corp	0.7%	0.7%	105,975	-6.5%	$5.6M
PWRQuanta Svcs Inc Com	0.6%	0.6%	7,277	-18.1%	$5.2M
SCHWSchwab Charles Corp	0.6%	0.6%	53,830	+6.5%	$5.0M
SBUXStarbucks Corp Com	0.6%	0.6%	48,419	-4.5%	$4.9M
THCTenet Healthcare Corp	0.6%	—	26,219	—	$4.9M
GSGoldman Sachs Group Inc	0.6%	—	4,633	—	$4.7M
HDHome Depot Inc Com	0.6%	0.6%	12,942	-10.1%	$4.6M
MCDMcdonalds Corp Com	0.6%	0.7%	16,796	-0.6%	$4.5M
SHWSherwin Williams Co Com	0.5%	—	12,964	—	$4.5M
NEMNewmont Corp	0.5%	—	47,198	—	$4.4M
MRSHMarsh	0.5%	0.6%	26,268	-3.6%	$4.4M

What Orange Investment Advisors, Inc. bought and sold in Q2 2026, against Q1 2026.

New positions

Q1 2026's filing was too long to tell new positions apart.

Added to

KLAC Kla Corp+732.7% shares
SCHW Schwab Charles Corp+6.5% shares

Reduced

PWR Quanta Svcs Inc Com-18.1% shares
CIEN Ciena Corp-15.0% shares
AVGO Broadcom Inc-12.3% shares
XOM Exxon Mobil Corp-12.1% shares
NVDA Nvidia Corporation Com-10.5% shares
HD Home Depot Inc Com-10.1% shares
CSCO Cisco Sys Inc-9.8% shares
GOOG Alphabet Inc-9.7% shares

Left the top 50

Share counts compared with the Q1 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year: +26.3% /yr; S&P 500 +20.1%
3 years: +20.5% /yr; S&P 500 +20.4%
5 years: +12.4% /yr; S&P 500 +11.6%

A portfolio of the filer's 20 largest 13F positions, weighted by value and rebuilt each quarter on the day the filing became public. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q2 2026	$823.0M	143
Q1 2026	$771.5M	145
Q4 2025	$903.9M	149
Q3 2025	$960.5M	177
Q2 2025	$913.4M	175
Q1 2025	$837.1M	169
Q4 2024	$882.9M	177
Q3 2024	$903.6M	174
Q2 2024	$769.5M	181
Q1 2024	$834.9M	178
Q4 2023	$730.2M	181
Q3 2023	$709.3M	184

Questions about Orange Investment Advisors, Inc.'s portfolio

What stocks does Orange Investment Advisors, Inc. own?

Orange Investment Advisors, Inc.'s latest 13F, for Q2 2026 and filed Jul 21, 2026, lists 143 positions worth $823.0M. The largest are Lilly Eli & Co (LLY) at 6.0%, Spdr Series Trust (SPIB) at 5.4%, Orange Cnty Bancorp Inc (OBT) at 4.7%, Spdr Series Trust (SPSB) at 4.3% and State Street Technology Select Sector Sp (XLK) at 4.2%.

What did Orange Investment Advisors, Inc. buy last quarter?

In Q2 2026, Orange Investment Advisors, Inc. added Kla Corp (KLAC) (+732.7% shares) and Schwab Charles Corp (SCHW) (+6.5% shares), compared with its Q1 2026 filing.

What did Orange Investment Advisors, Inc. sell last quarter?

In Q2 2026, Orange Investment Advisors, Inc. cut from its top 50 Spdr Series Trust (SPLG), cut from its top 50 Danaher Corporation (DHR), cut from its top 50 Salesforce Inc Com (CRM), cut from its top 50 Pepsico Inc (PEP), cut from its top 50 Baker Hughes Company Cl A (BKR), Quanta Svcs Inc Com (PWR) (-18.1% shares), Ciena Corp (CIEN) (-15.0% shares) and Broadcom Inc (AVGO) (-12.3% shares), compared with its Q1 2026 filing.

How has Orange Investment Advisors, Inc.'s portfolio performed?

A portfolio copying Orange Investment Advisors, Inc.'s 20 largest 13F holdings each quarter, from the day each filing was public, returned +20.5% a year over the last 3 years, against +20.4% for the S&P 500. Over 1 year: +26.3% against +20.1%. Over 5 years: +12.4% a year against +11.6%.

When is Orange Investment Advisors, Inc.'s next 13F filing due?

13F filings are due 45 days after each quarter ends. Orange Investment Advisors, Inc.'s filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.

How much money does Orange Investment Advisors, Inc. manage?

Orange Investment Advisors, Inc. reported $1.7B of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $823.0M.