Orange Investment Advisors, Inc. Q1 2025 Filing
Filed April 11, 2025
Portfolio Value
$837.1M
Holdings
169
Report Date
Q1 2025
Filing Type
13F-HR
All Holdings (169 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | SPIBSPDR Portfolio Intermediate Term Corporate Bond ETF | 1,254,198 | $41.7M | 4.98% | |
| 2 | LLYEli Lilly and Co | 48,172 | $39.8M | 4.75% | |
| 3 | ISRGIntuitive Surgical Inc | 68,466 | $33.9M | 4.05% | |
| 4 | SPSBSPDR Portfolio Short Term Corporate Bond ETF | 1,100,339 | $33.1M | 3.96% | |
| 5 | MSFTMicrosoft Corp | 88,090 | $33.1M | 3.95% | |
| 6 | NVDANVIDIA Corp | 289,079 | $31.3M | 3.74% | |
| 7 | AAPLApple Inc | 126,426 | $28.1M | 3.35% | |
| 8 | OBTOrange County Bancorp Inc | 1,178,905 | $27.6M | 3.29% | |
| 9 | AMZNAmazon.com Inc | 101,690 | $19.3M | 2.31% | |
| 10 | XLKTechnology Select Sector SPDR ETF | 93,235 | $19.3M | 2.30% | |
| 11 | GOOGAlphabet Inc Class C | 112,959 | $17.6M | 2.11% | |
| 12 | JPMJPMorgan Chase & Co | 69,570 | $17.1M | 2.04% | |
| 13 | KLACKLA Corp | 20,633 | $14.0M | 1.68% | |
| 14 | UNHUnitedHealth Group Inc | 24,722 | $12.9M | 1.55% | |
| 15 | VVisa Inc | 36,842 | $12.9M | 1.54% | |
| 16 | XOMExxon Mobil Corp | 104,603 | $12.4M | 1.49% | |
| 17 | AXPAmerican Express Co | 45,755 | $12.3M | 1.47% | |
| 18 | SPYSPDR S&P 500 ETF | 21,239 | $11.9M | 1.42% | |
| 19 | METAMeta Platforms Inc | 20,599 | $11.9M | 1.42% | |
| 20 | MRSHMarsh & Mclennan Companies Inc | 48,365 | $11.8M | 1.41% | |
| 21 | AZOAutoZone Inc | 2,954 | $11.3M | 1.35% | |
| 22 | CRMSalesforce Inc | 39,744 | $10.7M | 1.27% | |
| 23 | ADBEAdobe Systems Inc | 26,736 | $10.3M | 1.22% | |
| 24 | ABBVAbbVie Inc | 48,590 | $10.2M | 1.22% | |
| 25 | XLFFinancial Select Sector SPDR ETF | 204,252 | $10.2M | 1.22% | |
| 26 | TMOThermo Fisher Scientific Inc | 20,281 | $10.1M | 1.21% | |
| 27 | AVGOBroadcom Inc | 59,374 | $9.9M | 1.19% | |
| 28 | DHRDanaher Corp | 46,507 | $9.5M | 1.14% | |
| 29 | MDTMedtronic PLC | 103,073 | $9.3M | 1.11% | |
| 30 | URIUnited Rentals Inc | 14,728 | $9.2M | 1.10% | |
| 31 | CMGChipotle Mexican Grill Inc | 173,114 | $8.7M | 1.04% | |
| 32 | HDThe Home Depot Inc | 23,213 | $8.5M | 1.02% | |
| 33 | GTLSChart Industries Inc | 58,218 | $8.4M | 1.00% | |
| 34 | DWDMorgan Stanley | 68,459 | $8.0M | 0.95% | |
| 35 | XLVHealth Care Select Sector SPDR ETF | 54,381 | $7.9M | 0.95% | |
| 36 | GWWW.W. Grainger Inc | 7,980 | $7.9M | 0.94% | |
| 37 | FLOTiShares Floating Rate Bd ETF | 151,134 | $7.7M | 0.92% | |
| 38 | IBMInternational Business Machines Corp | 30,808 | $7.7M | 0.92% | |
| 39 | CSCOCisco Systems Inc | 119,144 | $7.4M | 0.88% | |
| 40 | XLYConsumer Discretionary Select Sector SPDR ETF | 36,129 | $7.1M | 0.85% | |
| 41 | SBUXStarbucks Corp | 69,743 | $6.8M | 0.82% | |
| 42 | FLRFluor Corporation | 189,262 | $6.8M | 0.81% | |
| 43 | XLCCommunication Services Select Sector SPDR ETF | 70,223 | $6.8M | 0.81% | |
| 44 | CSXCSX Corp | 229,106 | $6.7M | 0.81% | |
| 45 | PEPPepsiCo Inc | 42,014 | $6.3M | 0.75% | |
| 46 | PLDPrologis Inc | 55,890 | $6.2M | 0.75% | |
| 47 | XLIIndustrial Select Sector SPDR ETF | 47,118 | $6.2M | 0.74% | |
| 48 | SHWSherwin-Williams Co | 17,626 | $6.2M | 0.74% | |
| 49 | CIENCiena Corp | 97,543 | $5.9M | 0.70% | |
| 50 | BKRBaker Hughes Co | 128,941 | $5.7M | 0.68% | |
| 51 | MCDMcDonald's Corp | 17,274 | $5.4M | 0.64% | |
| 52 | SCHWCharles Schwab Corp | 62,087 | $4.9M | 0.58% | |
| 53 | SPSMSPDR Portfolio S&P 600 Small Cap ETF | 118,858 | $4.8M | 0.58% | |
| 54 | LECOLincoln Electric Holdings Inc | 25,556 | $4.8M | 0.58% | |
| 55 | GSGoldman Sachs Group Inc | 8,628 | $4.7M | 0.56% | |
| 56 | CBRECBRE Group Inc | 34,446 | $4.5M | 0.54% | |
| 57 | MDLZMondelez International Inc | 61,390 | $4.2M | 0.50% | |
| 58 | XLFIConsumer Staples Select Sector SPDR ETF | 48,661 | $4.0M | 0.47% | |
| 59 | SLBSchlumberger Ltd | 94,200 | $3.9M | 0.47% | |
| 60 | APHAmphenol Corp | 59,907 | $3.9M | 0.47% | |
| 61 | CVXChevron Corp | 22,772 | $3.8M | 0.46% | |
| 62 | NUENucor Corp | 30,929 | $3.7M | 0.44% | |
| 63 | BACBank of America Corporation | 89,143 | $3.7M | 0.44% | |
| 64 | WYWeyerhaeuser Co | 123,221 | $3.6M | 0.43% | |
| 65 | OWLBlue Owl Capital Corp - Class A | 177,260 | $3.6M | 0.42% | |
| 66 | WMTWalmart Inc | 38,962 | $3.4M | 0.41% | |
| 67 | AMDAdvanced Micro Devices Inc | 32,633 | $3.4M | 0.40% | |
| 68 | XLEEnergy Select Sector SPDR ETF | 33,991 | $3.2M | 0.38% | |
| 69 | PGProcter & Gamble Co | 18,556 | $3.2M | 0.38% | |
| 70 | TRMBTrimble Inc | 42,130 | $2.8M | 0.33% | |
| 71 | ADPAutomatic Data Processing Inc | 8,305 | $2.5M | 0.30% | |
| 72 | RMEResMed Inc | 11,000 | $2.5M | 0.29% | |
| 73 | PWRQuanta Services Inc | 9,469 | $2.4M | 0.29% | |
| 74 | DUKDuke Energy Corp | 19,691 | $2.4M | 0.29% | |
| 75 | WBSWebster Financial Corp | 46,244 | $2.4M | 0.28% | |
| 76 | MDYSPDR S&P MidCap 400 ETF | 4,439 | $2.4M | 0.28% | |
| 77 | ORCLOracle Corp | 16,782 | $2.3M | 0.28% | |
| 78 | JNJJohnson & Johnson | 13,309 | $2.2M | 0.26% | |
| 79 | GNRCGenerac Holdings Inc | 14,853 | $1.9M | 0.22% | |
| 80 | SOSouthern Co | 20,190 | $1.9M | 0.22% | |
| 81 | COSTCostco Wholesale Corp | 1,912 | $1.8M | 0.22% | |
| 82 | BXBlackstone Inc | 12,426 | $1.7M | 0.21% | |
| 83 | XLUUtilities Select Sector SPDR ETF | 21,902 | $1.7M | 0.21% | |
| 84 | COPConocoPhillips | 15,737 | $1.7M | 0.20% | |
| 85 | ABTAbbott Laboratories | 10,309 | $1.4M | 0.16% | |
| 86 | NDQInvesco QQQ Trust | 2,845 | $1.3M | 0.16% | |
| 87 | RTXRTX Corp | 9,769 | $1.3M | 0.15% | |
| 88 | MRKMerck & Co Inc | 13,302 | $1.2M | 0.14% | |
| 89 | SUBISHARES SHORT-TERM NATIONAL | 11,278 | $1.2M | 0.14% | |
| 90 | EMREmerson Electric Co | 10,563 | $1.2M | 0.14% | |
| 91 | XLBMaterials Select Sector SPDR ETF | 13,276 | $1.1M | 0.14% | |
| 92 | XLREReal Estate Select Sector SPDR | 27,084 | $1.1M | 0.14% | |
| 93 | BACVerizon Communications Inc | 23,983 | $1.1M | 0.13% | |
| 94 | GOOGLAlphabet Inc Class A | 6,653 | $1.0M | 0.12% | |
| 95 | TAT&T Inc | 35,479 | $1.0M | 0.12% | |
| 96 | NOCNorthrop Grumman Corp | 1,880 | $962K | 0.11% | |
| 97 | CSWCSW Industrials Inc | 3,212 | $936K | 0.11% | |
| 98 | PFEPfizer Inc | 36,392 | $922K | 0.11% | |
| 99 | NEENextEra Energy Inc | 12,924 | $916K | 0.11% | |
| 100 | AMTAmerican Tower Corp | 4,045 | $880K | 0.11% |
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