Orange Investment Advisors, Inc.

GOSHEN, NY · CIK 943442 · 13F filing filed 2026-07-21

No investment adviser registration (Form ADV) found for this filer. It may be a parent company whose subsidiaries are the registered advisers, a bank or insurer, or a manager based outside the US.

Legal entityORANGE INVESTMENT ADVISORS, INC. (US)
Part of Orange Bank &Trust Company (US)

Others nearbyGoshen, NY

$823.0m reported value +6.7% vs Q1 2026

143positions

41.5%in top 10

7 new 24 added 100 reduced 9 sold out vs Q1 2026

Holdings, Q2 2026

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#	Security	Ticker	Shares	Value	% of portfolio	Change	Shares change
1	ELI LILLY & CO COM LLY	LLY	41,468	$49.7m6.04%	6.04%	Reduced -1.4k	-1,370 -3.2%
2	SPDR SER TR PORTFOLIO INTRMD SPIB	SPIB	1,339,605	$44.8m5.45%	5.45%	Added +28.0k	+28,011 2.1%
3	ORANGE CNTY BANCORP INC COM OBT	OBT	1,060,922	$39.0m4.74%	4.74%	Reduced -568	-568 -0.1%
4	SPDR SER TR PORTFOLIO SHORT SPSB	SPSB	1,180,398	$35.4m4.30%	4.30%	Added +16.7k	+16,669 1.4%
5	SELECT SECTOR SPDR TR TECHNOLOGY XLK	XLK	183,366	$34.9m4.24%	4.24%	Reduced -5.3k	-5,342 -2.8%
6	NVIDIA CORPORATION COM NVDA	NVDA	166,403	$33.3m4.05%	4.05%	Reduced -19.6k	-19,594 -10.5%
7	KLA CORP COM NEW KLAC	KLAC	91,198	$27.5m3.34%	3.34%	Reduced -18.3k	-18,322 -16.7%
8	APPLE INC COM AAPL	AAPL	90,281	$26.1m3.17%	3.17%	Reduced -6.6k	-6,562 -6.8%
9	INTUITIVE SURGICAL INC COM NEW ISRG	ISRG	65,012	$25.9m3.14%	3.14%	Reduced -800	-800 -1.2%
10	ALPHABET INC CAP STK CL C GOOG	GOOG	69,548	$24.6m2.99%	2.99%	Reduced -7.5k	-7,491 -9.7%
11	MICROSOFT CORP COM MSFT	MSFT	65,547	$24.5m2.97%	2.97%	Reduced -2.2k	-2,207 -3.3%
12	AMAZON COM INC COM AMZN	AMZN	74,153	$17.7m2.15%	2.15%	Reduced -5.8k	-5,772 -7.2%
13	CIENA CORP COM NEW CIEN	CIEN	32,177	$15.8m1.92%	1.92%	Reduced -5.7k	-5,695 -15.0%
14	JPMORGAN CHASE & CO COM JPM	JPM	43,067	$14.1m1.71%	1.71%	Reduced -2.3k	-2,294 -5.1%
15	SPDR S&P 500 ETF TR TR UNIT SPY	SPY	17,847	$13.3m1.62%	1.62%	Reduced -196	-196 -1.1%
16	BROADCOM INC COM AVGO	AVGO	32,068	$12.1m1.47%	1.47%	Reduced -4.5k	-4,510 -12.3%
17	ABBVIE INC COM ABBV	ABBV	45,583	$11.5m1.39%	1.39%	Reduced -69	-69 -0.1%
18	AMERICAN EXPRESS CO COM AXP	AXP	33,061	$11.2m1.36%	1.36%	Reduced -1.9k	-1,907 -5.5%
19	SELECT SECTOR SPDR TR FINANCIAL XLF	XLF	196,199	$10.5m1.28%	1.28%	Added +103	+103 0.1%
20	VISA INC COM CL A V	V	28,649	$9.8m1.19%	1.19%	Reduced -1.2k	-1,197 -4.0%
21	CISCO SYS INC COM CSCO	CSCO	78,777	$9.3m1.12%	1.12%	Reduced -8.6k	-8,602 -9.8%
22	SPDR SER TR PORTFOLIO S&P600 SPSM	SPSM	153,397	$8.8m1.07%	1.07%	Added +49	+49 0.0%
23	ISHARES TR FLTG RATE NT ETF FLOT	FLOT	172,579	$8.8m1.07%	1.07%	Reduced -777	-777 -0.5%
24	ADVANCED MICRO DEVICES INC COM AMD	AMD	14,885	$8.6m1.05%	1.05%	Reduced -1.6k	-1,608 -9.8%
25	INTERNATIONAL BUSINESS MACHS COM IBM	IBM	30,503	$8.6m1.04%	1.04%	Added +1.3k	+1,309 4.5%
26	META PLATFORMS INC CL A META	META	15,016	$8.5m1.03%	1.03%	Reduced -497	-497 -3.2%
27	MORGAN STANLEY COM NEW MS	MS	39,691	$8.3m1.01%	1.01%	Reduced -4.1k	-4,057 -9.3%
28	SELECT SECTOR SPDR TR SBI CONS DISCR XLY	XLY	70,000	$8.2m1.00%	1.00%	Added +11	+11 0.0%
29	SELECT SECTOR SPDR TR SBI HEALTHCARE XLV	XLV	50,164	$8.0m0.97%	0.97%	Reduced -234	-234 -0.5%
30	MEDTRONIC PLC SHS MDT	MDT	101,692	$8.0m0.97%	0.97%	Reduced -48	-48 -0.1%
31	THERMO FISHER SCIENTIFIC INC COM TMO	TMO	15,119	$7.6m0.92%	0.92%	Reduced -283	-283 -1.8%
32	SELECT SECTOR SPDR TR COMMUNICATION XLC	XLC	70,666	$7.6m0.92%	0.92%	Added +2.8k	+2,839 4.2%
33	EXXON MOBIL CORP COM XOM	XOM	54,852	$7.5m0.91%	0.91%	Reduced -7.5k	-7,521 -12.1%
34	SELECT SECTOR SPDR TR INDL XLI	XLI	39,192	$7.3m0.88%	0.88%	Added +413	+413 1.1%
35	UNITED RENTALS INC COM URI	URI	6,358	$7.2m0.88%	0.88%	Reduced -553	-553 -8.0%
36	AUTOZONE INC COM AZO	AZO	2,117	$6.8m0.82%	0.82%	Reduced -21	-21 -1.0%
37	GRAINGER W W INC COM GWW	GWW	4,755	$6.5m0.79%	0.79%	Reduced -357	-357 -7.0%
38	MARATHON PETE CORP COM MPC	MPC	22,377	$5.7m0.70%	0.70%	Added +21.0k	+20,970 1490.4%
39	AMPHENOL CORP CL A APH	APH	32,236	$5.7m0.69%	0.69%	Reduced -3.0k	-3,033 -8.6%
40	FLUOR CORP NEW COM FLR	FLR	105,975	$5.6m0.67%	0.67%	Reduced -7.3k	-7,334 -6.5%
41	QUANTA SVCS INC COM PWR	PWR	7,277	$5.2m0.64%	0.64%	Reduced -1.6k	-1,609 -18.1%
42	SCHWAB CHARLES CORP COM SCHW	SCHW	53,830	$5.0m0.60%	0.60%	Added +3.3k	+3,285 6.5%
43	STARBUCKS CORP COM SBUX	SBUX	48,419	$4.9m0.60%	0.60%	Reduced -2.3k	-2,275 -4.5%
44	TENET HEALTHCARE CORP COM NEW THC	THC	26,219	$4.9m0.60%	0.60%	New
45	GOLDMAN SACHS GROUP INC COM GS	GS	4,633	$4.7m0.57%	0.57%	Reduced -392	-392 -7.8%
46	HOME DEPOT INC COM HD	HD	12,942	$4.6m0.55%	0.55%	Reduced -1.4k	-1,448 -10.1%
47	MCDONALDS CORP COM MCD	MCD	16,796	$4.5m0.55%	0.55%	Reduced -96	-96 -0.6%
48	SHERWIN WILLIAMS CO COM SHW	SHW	12,964	$4.5m0.54%	0.54%	Reduced -745	-745 -5.4%
49	NEWMONT CORP COM NEM	NEM	47,198	$4.4m0.54%	0.54%	New
50	MARSH & MCLENNAN COS INC COM MRSH	MRSH	26,268	$4.4m0.53%	0.53%	Reduced -985	-985 -3.6%
51	SALESFORCE INC COM CRM	CRM	27,549	$4.3m0.52%	0.52%	Reduced -2.4k	-2,368 -7.9%
52	DUKE ENERGY CORP NEW COM NEW DUK	DUK	33,777	$4.3m0.52%	0.52%	Reduced -1.8k	-1,826 -5.1%
53	SELECT SECTOR SPDR TR SBI CONS STPLS XLP	XLP	50,709	$4.2m0.51%	0.51%	Added +33	+33 0.1%
54	PEPSICO INC COM PEP	PEP	30,389	$4.1m0.50%	0.50%	Reduced -1.5k	-1,480 -4.6%
55	JONES LANG LASALLE INC COM JLL	JLL	13,237	$4.1m0.50%	0.50%	New
56	BAKER HUGHES COMPANY CL A BKR	BKR	73,486	$4.1m0.50%	0.50%	Reduced -6.2k	-6,194 -7.8%
57	CBRE GROUP INC CL A CBRE	CBRE	29,522	$4.0m0.48%	0.48%	Reduced -657	-657 -2.2%
58	CSX CORP COM CSX	CSX	79,778	$3.8m0.46%	0.46%	Reduced -10.5k	-10,475 -11.6%
59	SERVICENOW INC COM NOW	NOW	37,453	$3.7m0.45%	0.45%	Added +1.5k	+1,498 4.2%
60	MERCADOLIBRE INC COM MELI	MELI	2,155	$3.7m0.44%	0.44%	Reduced -4	-4 -0.2%
61	LINCOLN ELEC HLDGS INC COM LECO	LECO	13,389	$3.6m0.43%	0.43%	Reduced -497	-497 -3.6%
62	NUCOR CORP COM NUE	NUE	15,469	$3.4m0.42%	0.42%	Reduced -2.4k	-2,400 -13.4%
63	NEXTERA ENERGY INC COM NEE	NEE	38,900	$3.4m0.41%	0.41%	Reduced -2.0k	-1,993 -4.9%
64	WALMART INC COM WMT	WMT	30,023	$3.4m0.41%	0.41%	Reduced -849	-849 -2.8%
65	NETFLIX INC COM NFLX	NFLX	45,804	$3.3m0.40%	0.40%	Added +3.1k	+3,142 7.4%
66	SPDR S&P MIDCAP 400 ETF TR UTSER1 S&PDCRP MDY	MDY	4,519	$3.2m0.39%	0.39%	Reduced -13	-13 -0.3%
67	ALLSTATE CORP COM ALL	ALL	12,541	$3.0m0.36%	0.36%	New
68	ROCKWELL AUTOMATION INC COM ROK	ROK	5,870	$2.9m0.35%	0.35%	Reduced -913	-913 -13.5%
69	ADOBE INC COM ADBE	ADBE	14,041	$2.9m0.35%	0.35%	Added +498	+498 3.7%
70	SCHLUMBERGER LTD COM STK SLB	SLB	61,429	$2.9m0.35%	0.35%	Reduced -4.9k	-4,884 -7.4%
71	CHEVRON CORP NEW COM CVX	CVX	17,138	$2.8m0.35%	0.35%	Reduced -738	-738 -4.1%
72	WEBSTER FINL CORP COM WBS	WBS	36,210	$2.8m0.34%	0.34%	Unchanged
73	SELECT SECTOR SPDR TR ENERGY XLE	XLE	51,987	$2.8m0.34%	0.34%	Reduced -1.0k	-1,013 -1.9%
74	BANK AMERICA CORP COM BAC	BAC	47,649	$2.7m0.33%	0.33%	Reduced -3.0k	-2,988 -5.9%
75	MONDELEZ INTL INC CL A MDLZ	MDLZ	46,158	$2.7m0.32%	0.32%	Reduced -5.0k	-5,015 -9.8%
76	GENERAC HLDGS INC COM GNRC	GNRC	8,134	$2.4m0.29%	0.29%	Reduced -1.6k	-1,618 -16.6%
77	PROCTER AND GAMBLE CO COM PG	PG	15,925	$2.3m0.28%	0.28%	Reduced -491	-491 -3.0%
78	SPDR SERIES TRUST PORTFOLIO S&P400 SPMD	SPMD	33,727	$2.3m0.28%	0.28%	Added +212	+212 0.6%
79	RESMED INC COM RMD	RMD	11,000	$2.1m0.26%	0.26%	Unchanged
80	JOHNSON & JOHNSON COM JNJ	JNJ	7,963	$2.0m0.25%	0.25%	Reduced -124	-124 -1.5%
81	INVESCO QQQ TR UNIT SER 1 QQQ	QQQ	2,710	$2.0m0.24%	0.24%	Reduced -10	-10 -0.4%
82	TRIMBLE INC COM TRMB	TRMB	36,258	$1.9m0.23%	0.23%	Added +3.3k	+3,346 10.2%
83	SOUTHERN CO COM SO	SO	18,133	$1.7m0.21%	0.21%	Reduced -377	-377 -2.0%
84	ALPHABET INC CAP STK CL A GOOGL	GOOGL	4,842	$1.7m0.21%	0.21%	Reduced -34	-34 -0.7%
85	SELECT SECTOR SPDR TR SBI INT-UTILS XLU	XLU	37,524	$1.7m0.21%	0.21%	Reduced -780	-780 -2.0%
86	SELECT SECTOR SPDR TR RL EST SEL SEC XLRE	XLRE	35,843	$1.6m0.19%	0.19%	Reduced -151	-151 -0.4%
87	AUTOMATIC DATA PROCESSING IN COM ADP	ADP	6,902	$1.5m0.19%	0.19%	Reduced -748	-748 -9.8%
88	RTX CORPORATION COM RTX	RTX	7,655	$1.5m0.18%	0.18%	Reduced -311	-311 -3.9%
89	SELECT SECTOR SPDR TR SBI MATERIALS XLB	XLB	28,380	$1.4m0.18%	0.18%	Added +367	+367 1.3%
90	GE AEROSPACE COM NEW GE	GE	3,640	$1.4m0.17%	0.17%	Reduced -9	-9 -0.2%
91	BLACKSTONE INC COM BX	BX	11,104	$1.3m0.16%	0.16%	Added +17	+17 0.1%
92	ORACLE CORP COM ORCL	ORCL	8,816	$1.3m0.16%	0.16%	Added +146	+146 1.7%
93	UNITEDHEALTH GROUP INC COM UNH	UNH	3,108	$1.3m0.16%	0.16%	Reduced -282	-282 -8.3%
94	CATERPILLAR INC COM CAT	CAT	1,154	$1.2m0.15%	0.15%	Reduced -100	-100 -8.0%
95	CORNING INC COM GLW	GLW	4,295	$1.1m0.13%	0.13%	Unchanged
96	ISHARES TR U.S. TECH ETF IYW	IYW	4,270	$1.1m0.13%	0.13%	Added +20	+20 0.5%
97	ISHARES TR SHRT NAT MUN ETF SUB	SUB	9,715	$1.0m0.13%	0.13%	Reduced -3.0k	-3,038 -23.8%
98	GE VERNOVA INC COM GEV	GEV	807	$948.1k0.12%	0.12%	Reduced -2	-2 -0.2%
99	CONOCOPHILLIPS COM COP	COP	9,015	$937.2k0.11%	0.11%	Reduced -344	-344 -3.7%
100	ABBOTT LABS COM ABT	ABT	10,048	$911.8k0.11%	0.11%	Reduced -213	-213 -2.1%

Sold out since Q1 2026

Security	Ticker	Shares held before	Value then
CHIPOTLE MEXICAN GRILL INC CMG	CMG	141,260	$4.5m141.3k shares
TAKE-TWO INTERACTIVE SOFTWAR TTWO	TTWO	18,878	$3.7m18.9k shares
PROLOGIS INC. PLD	PLD	27,366	$3.6m27.4k shares
WEYERHAEUSER CO MTN BE WY	WY	90,994	$2.2m91.0k shares
AFLAC INC AFL	AFL	3,399	$372.9k3.4k shares
DIGITAL RLTY TR INC DLR	DLR	1,545	$278.4k1.5k shares
COTERRA ENERGY INC CTRA	CTRA	7,476	$262.7k7.5k shares
NORFOLK SOUTHN CORP NSC	NSC	804	$230.7k804 shares
PHILLIPS 66 PSX	PSX	1,158	$211.0k1.2k shares