Orange Investment Advisors, Inc. Q4 2025 Filing

Filed February 6, 2026

Portfolio Value

$903.9M

Holdings

149

Report Date

Q4 2025

Filing Type

13F-HR

All Holdings (149 positions)

#StockSharesValue% PortfolioType
1
LLYELI LILLY & CO
45,494$48.9M5.41%
2
NVDANVIDIA CORPORATION
235,361$43.9M4.86%
3
SPIBSPDR SERIES TRUST
1,283,687$43.4M4.80%
4
ISRGINTUITIVE SURGICAL INC
66,012$37.4M4.14%
5
MSFTMICROSOFT CORP
73,819$35.7M3.95%
6
SPSBSPDR SERIES TRUST
1,135,263$34.3M3.79%
7
OBTORANGE CNTY BANCORP INC
1,101,617$31.5M3.48%
8
AAPLAPPLE INC
111,176$30.2M3.34%
9
GOOGALPHABET INC
94,373$29.6M3.28%
10
XLKSELECT SECTOR SPDR TR
195,352$28.1M3.11%
11
AMZNAMAZON COM INC
91,957$21.2M2.35%
12
AVGOBROADCOM INC
52,923$18.3M2.03%
13
JPMJPMORGAN CHASE & CO.
53,160$17.1M1.89%
14
KLACKLA CORP
13,861$16.8M1.86%
15
AXPAMERICAN EXPRESS CO
36,448$13.5M1.49%
16
SPYSPDR S&P 500 ETF TR
18,839$12.8M1.42%
17
METAMETA PLATFORMS INC
19,344$12.8M1.41%
18
CIENCIENA CORP
49,868$11.7M1.29%
19
VVISA INC
32,735$11.5M1.27%
20
ABBVABBVIE INC
48,746$11.1M1.23%
21
XLFSELECT SECTOR SPDR TR
201,030$11.0M1.22%
22
ADBEADOBE INC
29,541$10.3M1.14%
23
TMOTHERMO FISHER SCIENTIFIC INC
17,633$10.2M1.13%
24
XOMEXXON MOBIL CORP
82,278$9.9M1.10%
25
MDTMEDTRONIC PLC
102,409$9.8M1.09%
26
DWDMORGAN STANLEY
52,388$9.3M1.03%
27
IBMINTERNATIONAL BUSINESS MACHS
30,958$9.2M1.01%
28
XLYSELECT SECTOR SPDR TR
72,594$8.7M0.96%
29
CRMSALESFORCE INC
31,509$8.3M0.92%
30
FLOTISHARES TR
163,882$8.3M0.92%
31
XLVSELECT SECTOR SPDR TR
53,697$8.3M0.92%
32
AZOAUTOZONE INC
2,411$8.2M0.90%
33
XLCSELECT SECTOR SPDR TR
69,308$8.2M0.90%
34
DHRDANAHER CORPORATION
34,727$7.9M0.88%
35
CSCOCISCO SYS INC
98,454$7.6M0.84%
36
SPSMSPDR SERIES TRUST
150,565$7.1M0.78%
37
CMGCHIPOTLE MEXICAN GRILL INC
179,471$6.6M0.73%
38
URIUNITED RENTALS INC
8,187$6.6M0.73%
39
XLISELECT SECTOR SPDR TR
41,595$6.5M0.71%
40
SCHWSCHWAB CHARLES CORP
60,798$6.1M0.67%
41
GWWWW GRAINGER INC
6,018$6.1M0.67%
42
MRSHMARSH & MCLENNAN COS INC
32,697$6.1M0.67%
43
UNHUNITEDHEALTH GROUP INC
18,182$6.0M0.66%
44
HDHOME DEPOT INC
17,355$6.0M0.66%
45
APHAMPHENOL CORP NEW
42,105$5.7M0.63%
46
GSGOLDMAN SACHS GROUP INC
6,301$5.5M0.61%
47
TTWOTAKE-TWO INTERACTIVE SOFTWAR
21,482$5.5M0.61%
48
FLRFLUOR CORP NEW
135,654$5.4M0.59%
49
CBRECBRE GROUP INC
33,136$5.3M0.59%
50
PEPPEPSICO INC
36,996$5.3M0.59%
51
MCDMCDONALDS CORP
17,157$5.2M0.58%
52
SBUXSTARBUCKS CORP
61,674$5.2M0.57%
53
SHWSHERWIN WILLIAMS CO
15,877$5.1M0.57%
54
SPYMSPDR SERIES TRUST
62,193$5.0M0.55%
55
NOWSERVICENOW INC
31,694$4.9M0.54%
56
PWRQUANTA SVCS INC
11,426$4.8M0.53%
57
DUKDUKE ENERGY CORP NEW
41,102$4.8M0.53%
58
BKRBAKER HUGHES COMPANY
102,553$4.7M0.52%
59
MLB1MERCADOLIBRE INC
2,216$4.5M0.49%
60
NFLXNETFLIX INC
45,846$4.3M0.48%
61
PLDPROLOGIS INC.
33,112$4.2M0.47%
62
CSXCSX CORP
116,591$4.2M0.47%
63
LECOLINCOLN ELEC HLDGS INC
17,386$4.2M0.46%
64
XLFISELECT SECTOR SPDR TR
51,862$4.0M0.45%
65
NEENEXTERA ENERGY INC
50,140$4.0M0.45%
66
AMDADVANCED MICRO DEVICES INC
17,969$3.8M0.43%
67
NUENUCOR CORP
22,391$3.7M0.40%
68
OWLBLUE OWL CAPITAL INC
243,004$3.6M0.40%
69
WMTWALMART INC
31,944$3.6M0.39%
70
BACBANK AMERICA CORP
61,614$3.4M0.37%
71
SLBSLB LIMITED
87,993$3.4M0.37%
72
MDLZMONDELEZ INTL INC
57,985$3.1M0.35%
73
ROKROCKWELL AUTOMATION INC
7,978$3.1M0.34%
74
TRMBTRIMBLE INC
39,060$3.1M0.34%
75
CVXCHEVRON CORP NEW
18,541$2.8M0.31%
76
RMERESMED INC
11,000$2.6M0.29%
77
MDYSPDR S&P MIDCAP 400 ETF TR
4,338$2.6M0.29%
78
XLESELECT SECTOR SPDR TR
57,881$2.6M0.29%
79
PGPROCTER AND GAMBLE CO
17,323$2.5M0.27%
80
WBSWEBSTER FINL CORP
37,958$2.4M0.26%
81
WYWEYERHAEUSER CO MTN BE
100,617$2.4M0.26%
82
ORCLORACLE CORP
11,725$2.3M0.25%
83
ADPAUTOMATIC DATA PROCESSING IN
7,883$2.0M0.22%
84
JNJJOHNSON & JOHNSON
9,107$1.9M0.21%
85
SPMDSPDR SERIES TRUST
31,765$1.8M0.20%
86
XLUSELECT SECTOR SPDR TR
41,787$1.8M0.20%
87
RTXRTX CORPORATION
9,642$1.8M0.20%
88
NDQINVESCO QQQ TR
2,867$1.8M0.19%
89
BXBLACKSTONE INC
11,087$1.7M0.19%
90
GNRCGENERAC HLDGS INC
12,405$1.7M0.19%
91
SOSOUTHERN CO
19,000$1.7M0.18%
92
GOOGLALPHABET INC
5,113$1.6M0.18%
93
XLRESELECT SECTOR SPDR TR
34,468$1.4M0.15%
94
SUBISHARES TR
12,753$1.4M0.15%
95
ABTABBOTT LABS
10,411$1.3M0.14%
96
COSTCOSTCO WHSL CORP NEW
1,482$1.3M0.14%
97
XLBSELECT SECTOR SPDR TR
27,937$1.3M0.14%
98
GEGE AEROSPACE
3,649$1.1M0.12%
99
COPCONOCOPHILLIPS
11,614$1.1M0.12%
100
CMCCOMMERCIAL METALS CO
14,610$1.0M0.11%
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