greeksoup/ stock research
Stock research / United States / Funds / Orange Investment Advisors, Inc.

Orange Investment Advisors, Inc.

CIK 943442 · latest 13F filed 23 October 2026 · Read the filing on EDGAR

Orange Investment Advisors, Inc. reported 137 US-listed holdings worth $801.7 million in its 13F for the quarter ended 30 September 2026, filed 23 October 2026. Its largest: Eli Lilly & Co. (5.9%), SPDR Ser Trust (5.6%) and Orange Cnty Bancorp Inc. (4.9%). Against the quarter before, it opened 4 positions, added to 21, trimmed 85 and sold out of 10.

Filed before as Hudson Valley Investment Advisors Inc.

Reported holdings$801.7M-2.6% on Q2 2026
Positions137-6 on Q2 2026
The largest ten43.6%of its reported holdings
Latest 13FQ3 2026filed 23 October 2026
Where the money is
Added toHeldTrimmed
LLY5.9%SPIB5.6%OBT4.9%NVDA4.5%SPSB4.5%XLK4.3%MSFT4.0%AAPL3.6%ISRG3.3%GOOG3.0%AMZN2.5%KLAC2.1%JPM1.7%META1.6%123 more48.5%

The 14 largest of its 137 positions, each sized by its share of the reported holdings, coloured by the change in shares against Q2 2026.

Reported holdings, quarter by quarter
Q3 2024: $903.6 million in 174 positions$904MQ3 24Q4 2024: $882.9 million in 177 positions$883MQ4 24Q1 2025: $837.1 million in 169 positions$837MQ1 25Q2 2025: $913.4 million in 175 positions$913MQ2 25Q3 2025: $960.5 million in 177 positions$961MQ3 25Q4 2025: $903.9 million in 149 positions$904MQ4 25Q1 2026: $771.5 million in 145 positions$772MQ1 26Q2 2026: $823.0 million in 143 positions$823MQ2 26Q3 2026: $801.7 million in 137 positions$802MQ3 26

What the fund reported holding at each quarter's end; hover a bar for the number of positions

What its reported holdings returned

Held through each quarter, the holdings it reported returned +24.0% over the 8 quarters to 30 September 2026, against +32.9% for the S&P 500.

Its reported holdingsThe S&P 500
100110120130Q3 24Q4 24Q1 25Q2 25Q3 25Q4 25Q1 26Q2 26Q3 26Its holdings +24.0%S&P 500 +32.9%

Not the fund's own return: each 13F's holdings are kept unchanged until the next one, so trades inside a quarter, dividends, cash and fees are left out. A rough guide to how its picks have done over time.

What it did on the quarter

Opened 4Added 21Held 27Trimmed 85Sold out 10
Opened: 4Added: 21Held: 27Trimmed: 85Sold out: 10

Its positions against its 13F for the quarter to 30 June 2026; a change under 0.1% of a position counts as held

Opened 4

  1. ExxonMobil Holdings Corp. XOM$8.7 million
  2. American Century ETF Trust AVDV$4.5 million
  3. Banco Santander, S.A. SAN$1.0 million
  4. Phillips 66 PSX$261,436

Added to 21

  1. Micron Technology Inc. MU+2,362 shares · +478%
  2. Costco Wholesale Corp. COST+2,318 shares · +251%
  3. Meta Platforms, Inc. META+2,420 shares · +16%
  4. Autozone Inc. AZO+609 shares · +29%
  5. SPDR Ser Trust SPIB+42,831 shares · +3%
  6. Amazon.com Inc. AMZN+5,038 shares · +7%
  7. Allstate Corp. ALL+4,991 shares · +40%
  8. SPDR Ser Trust SPSB+36,354 shares · +3%

and 13 more in the table below

Trimmed 85

  1. Fluor Corp. FLR-101,361 shares · -96%
  2. NVIDIA Corp. NVDA-7,606 shares · -5%
  3. American Express Co. AXP-4,908 shares · -15%
  4. Technology Select Sector SPDR ETF XLK-6,696 shares · -4%
  5. Microsoft Corp. MSFT-2,502 shares · -4%
  6. Marathon Petroleum Corp. MPC-3,087 shares · -14%
  7. Apple Inc. AAPL-3,243 shares · -4%
  8. SPDR S&P 500 SPY-1,270 shares · -7%

and 77 more in the table below

Sold out of 10

  1. ExxonMobil Holdings Corp. XOM$7.5 million last quarter
  2. Starbucks Corp. SBUX$4.9 million last quarter
  3. ServiceNow, Inc. NOW$3.7 million last quarter
  4. Webster Finl Corp. WBS$2.8 million last quarter
  5. Mondelez International, Inc. MDLZ$2.7 million last quarter
  6. Trimble Inc. TRMB$1.9 million last quarter
  7. Chart Inds Inc. GTLS$234,222 last quarter
  8. Consolidated Edison Inc. ED$227,566 last quarter

What it holds

CompanySharesValueOf its bookChange in shares
Eli Lilly & Co. LLY41.0K$47.4 million5.91%-483
SPDR Ser Trust SPIB1.4M$44.6 million5.57%+42.8K
Orange Cnty Bancorp Inc. OBT1.1M$39.2 million4.89%no change
NVIDIA Corp. NVDA158.8K$36.3 million4.52%-7.6K
SPDR Ser Trust SPSB1.2M$36.0 million4.49%+36.4K
Technology Select Sector SPDR ETF XLK176.7K$34.6 million4.31%-6.7K
Microsoft Corp. MSFT63.0K$32.3 million4.03%-2.5K
Apple Inc. AAPL87.0K$29.0 million3.62%-3.2K
Intuitive Surgical Inc. ISRG65.0K$26.4 million3.30%no change
Alphabet Inc. GOOG70.4K$24.0 million2.99%+862
Amazon.com Inc. AMZN79.2K$19.7 million2.46%+5.0K
KLA Corp. KLAC86.9K$16.9 million2.11%-4.3K
JPMorgan Chase & Co. JPM40.9K$13.5 million1.69%-2.2K
Meta Platforms, Inc. META17.4K$12.6 million1.58%+2.4K
SPDR S&P 500 SPY16.6K$12.6 million1.58%-1.3K
AbbVie Inc. ABBV43.3K$11.3 million1.41%-2.3K
Broadcom Inc. AVGO31.9K$11.2 million1.40%-165
Ciena Corp. CIEN31.8K$11.2 million1.39%-392
Financial Select Sector SPDR ETF XLF187.8K$10.0 million1.25%-8.4K
Thermo Fisher Scientific Inc. TMO14.5K$9.8 million1.22%-659
Visa Inc. V26.2K$9.4 million1.17%-2.5K
Advanced Micro Devices Inc. AMD14.8K$9.1 million1.13%-79
iShares Trust FLOT177.3K$9.1 million1.13%+4.7K
ExxonMobil Holdings Corp. XOM53.2K$8.7 million1.08%new
American Express Co. AXP28.2K$8.6 million1.07%-4.9K
Cisco Systems, Inc. CSCO78.2K$8.4 million1.05%-572
Medtronic plc MDT95.7K$8.3 million1.03%-6.0K
Select Sector SPDR Trust XLC72.8K$8.1 million1.01%+2.2K
SPDR Portfolio Small Cap ETF SPSM150.6K$8.0 million0.99%-2.8K
Select Sector SPDR Trust XLV47.1K$7.9 million0.99%-3.1K
Autozone Inc. AZO2.7K$7.7 million0.96%+609
Select Sector SPDR Trust XLY70.1K$7.6 million0.95%+90
Marathon Petroleum Corp. MPC19.3K$7.6 million0.95%-3.1K
Morgan Stanley MS38.4K$7.2 million0.90%-1.3K
International Business Machines Corp. IBM31.3K$6.9 million0.86%+749
Select Sector SPDR Trust XLI38.9K$6.5 million0.81%-322
Tenet Healthcare Corp. THC23.9K$6.1 million0.76%-2.3K
United Rentals, Inc. URI6.1K$6.1 million0.76%-288
W.W. Grainger, Inc. GWW4.6K$5.7 million0.71%-163
Salesforce, Inc. CRM24.7K$5.7 million0.71%-2.8K
Amphenol Corp. APH56.2K$4.7 million0.59%-8.2K
Charles Schwab Corp. SCHW48.2K$4.7 million0.59%-5.7K
Newmont Corp. NEM40.0K$4.6 million0.58%-7.2K
American Century ETF Trust AVDV40.8K$4.5 million0.56%new
Marsh & McLennan Companies, Inc. MRSH24.8K$4.2 million0.53%-1.5K
Quanta Services, Inc. PWR6.6K$4.2 million0.53%-697
Jones Lang Lasalle Inc. JLL13.3K$4.1 million0.51%+36
Sherwin Williams Co. SHW12.3K$4.0 million0.50%-642
Netflix Inc. NFLX57.1K$4.0 million0.50%+11.3K
Select Sector SPDR Trust XLP48.5K$3.9 million0.49%-2.2K
Goldman Sachs Group Inc. GS4.3K$3.9 million0.49%-302
Baker Hughes Co. BKR70.9K$3.9 million0.49%-2.6K
Allstate Corp. ALL17.5K$3.9 million0.49%+5.0K
McDonald's Corp. MCD16.8K$3.9 million0.48%+39
PepsiCo Inc. PEP30.1K$3.8 million0.48%-320
Duke Energy Corp. DUK33.2K$3.8 million0.47%-544
CBRE Group, Inc. CBRE28.5K$3.7 million0.46%-1.0K
Home Depot, Inc. HD12.7K$3.6 million0.45%-229
CSX Corp. CSX75.9K$3.5 million0.44%-3.8K
Chevron Corp. CVX17.0K$3.5 million0.43%-100
MercadoLibre, Inc. MELI2.0K$3.5 million0.43%-143
Lincoln Electric Holdings Inc. LECO13.1K$3.5 million0.43%-319
Nucor Corp. NUE14.2K$3.3 million0.41%-1.3K
Adobe Inc. ADBE13.3K$3.2 million0.40%-749
Walmart Inc. WMT29.9K$3.1 million0.39%-173
Select Sector SPDR Trust XLE50.0K$3.1 million0.38%-2.0K
Micron Technology Inc. MU2.9K$3.0 million0.38%+2.4K
Costco Wholesale Corp. COST3.2K$3.0 million0.37%+2.3K
SPDR S&P MidCap 400 ETF MDY4.5K$2.9 million0.37%-33
NextEra Energy Inc. NEE38.4K$2.9 million0.36%-527
SLB Limited SLB59.1K$2.9 million0.36%-2.4K
Bank of America Corp. BAC47.3K$2.6 million0.32%-380
Rockwell Automation, Inc. ROK5.6K$2.4 million0.30%-259
Resmed Inc. RMD11.0K$2.4 million0.30%no change
Procter & Gamble Co. PG15.8K$2.3 million0.29%-165
SPDR Ser Trust SPMD33.9K$2.1 million0.27%+151
Johnson & Johnson JNJ7.5K$2.0 million0.25%-415
Invesco QQQ Trust QQQ2.7K$2.0 million0.25%-20
Automatic Data Processing Inc. ADP6.9K$1.8 million0.22%no change
Generac Holdings Inc. GNRC8.4K$1.7 million0.22%+259
Alphabet Inc. GOOGL4.8K$1.7 million0.21%no change
Southern Co. SO18.1K$1.5 million0.19%no change
Select Sector SPDR Trust XLRE35.7K$1.5 million0.18%-115
Select Sector SPDR Trust XLU36.9K$1.5 million0.18%-649
RTX Corp. RTX7.5K$1.4 million0.17%-125
Select Sector SPDR Trust XLB28.3K$1.4 million0.17%-89
Blackstone Inc. BX11.1K$1.2 million0.16%no change
Oracle Corp. ORCL8.7K$1.2 million0.15%-122
General Electric Co. GE3.7K$1.1 million0.14%+26
iShares Trust IYW4.3K$1.1 million0.14%no change
ConocoPhillips COP9.0K$1.1 million0.14%-40
Banco Santander, S.A. SAN74.4K$1.0 million0.13%new
iShares Trust SUB9.7K$1.0 million0.13%no change
Merck & Co., Inc. MRK6.9K$1.0 million0.12%-30
Abbott Laboratories ABT9.9K$981,6780.12%-115
Emerson Electric Co. EMR6.1K$951,3110.12%-15
Caterpillar Inc. CAT1.2K$935,6520.12%no change
UnitedHealth Group Inc. UNH2.4K$879,3570.11%-712
GE Vernova Inc. GEV813$772,7480.10%+6
Capital One Financial Corp. COF3.7K$712,2350.09%no change
Corning Inc. GLW4.3K$660,3990.08%no change
iShares Core S&P 500 ETF IVV840$643,3140.08%-39
Mastercard Inc. MA1.1K$628,1250.08%no change
iShares Core S&P Small-Cap ETF IJR4.6K$626,6000.08%-12
Verizon Communications Inc. VZ12.4K$569,9600.07%+557
Valero Energy Corp. VLO1.4K$552,3440.07%no change
Lockheed Martin Corp. LMT946$481,8280.06%-49
iShares New York Muni Bond ETF NYF9.3K$469,8360.06%-926
Chubb Ltd. CB1.3K$419,5470.05%-10
Hubbell Inc. HUBB900$408,2400.05%no change
AT&T Inc. T16.2K$395,3850.05%no change
SPDR S&P 500 Growth ETF SPYG3.2K$393,2410.05%-686
Coca-Cola Co. KO4.5K$384,6920.05%no change
SPDR Ser Trust SPYM4.2K$375,0170.05%-39
Extra Space Storage Inc. EXR2.8K$369,8050.05%no change
Illinois Tool Works Inc. ITW1.4K$367,9100.05%no change
Walt Disney Co. DIS3.2K$339,3520.04%-100
Sysco Corp. SYY4.1K$318,7870.04%-169
American Tower Corp. AMT1.9K$316,5730.04%-100
Oshkosh Corp. OSK2.5K$316,3810.04%no change
Nuveen Mun Value FD Inc. NUV35.7K$296,0710.04%-999
Boeing Co. BA1.6K$295,2610.04%-100
Amgen Inc. AMGN700$295,0570.04%no change
Pfizer Inc. PFE10.2K$291,8810.04%-171
iShares S&P Growth Index FD IVW2.0K$291,6330.04%-47
PNC Financial Services Group, Inc. PNC1.3K$283,3810.04%no change
Danaher Corp. DHR1.3K$282,2570.04%-160
CVS Health Corp. CVS3.3K$281,4180.04%-150
SPDR Ser Trust SPYV4.6K$279,7920.03%-585
Alps ETF Trust BFOR12.0K$275,2800.03%no change
Phillips 66 PSX1.0K$261,4360.03%new
Northrop Grumman Corp. NOC525$253,8270.03%no change
Devon Energy Corp. DVN4.9K$226,9770.03%-210
Bristol-Myers Squibb Co. BMY3.6K$225,8880.03%no change
Fluor Corp. FLR4.6K$220,9190.03%-101.4K
Texas Instruments Inc. TXN750$210,0680.03%no change
Platinum Group Metals Ltd PLG13.2K$16,5690.00%no change
Every US-listed position in the fund's 13F for the quarter ended 30 September 2026, by the value it reported.
Read moreChange is shares against its 13F for the quarter before; the 10 it sold out of are in the box above.