Institutional Fund
Orange Investment Advisors, Inc.
Goshen, NYCIK 9434426 filings on record
Portfolio Value
$771.51M
Q1 2026
Holdings
145
Reported positions
New Buys
3
Opened this quarter
QoQ Change
-14.6%
from $903.93M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Spdr Series Trust5.7%
- Eli Lilly & Co5.1%
- Spdr Series Trust4.5%
- Orange Cnty Bancorp Inc4.4%
- Nvidia Corporation4.2%
- Intuitive Surgical Inc3.9%
- Other72.1%
Portfolio Holdings
145 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Spdr Series Trust | 1.31M | $43.99M | 5.7% | +27.9K | Added |
| 2 | Eli Lilly & Co | 42.8K | $39.40M | 5.1% | −2.7K | Reduced |
| 3 | Spdr Series Trust | 1.16M | $34.99M | 4.5% | +28.5K | Added |
| 4 | Orange Cnty Bancorp Inc | 1.06M | $33.95M | 4.4% | −40.1K | Reduced |
| 5 | Nvidia Corporation | 186.0K | $32.44M | 4.2% | −49.4K | Reduced |
| 6 | Intuitive Surgical Inc | 65.8K | $30.34M | 3.9% | −200 | Reduced |
| 7 | Microsoft Corp | 67.8K | $25.08M | 3.3% | −6.1K | Reduced |
| 8 | Select Sector Spdr Tr | 188.7K | $25.08M | 3.3% | −6.6K | Reduced |
| 9 | Apple Inc | 96.8K | $24.58M | 3.2% | −14.3K | Reduced |
| 10 | Alphabet Inc | 77.0K | $22.10M | 2.9% | −17.3K | Reduced |
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