Orange Investment Advisors, Inc.

Q3 2025 13F-HR Holdings

Location
Goshen, NY
Holdings as of
9/30/2025
Date filed
10/16/2025
Form type
13F-HR
Num holdings
177
Total value ($000)
$960,506
Net value change ($000)
+47,062 (5.2%)
New positions
4
Sold out positions
2
Turnover %
0.2%
Sector allocation + QoQ delta (equities-only)
Prev filing: 7/21/2025 Next filing: 2/6/2026 SEC filing

Snapshot: Change Analysis

Compared to Q2 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
GOOGL 6,969 32.7%
AAPL 4,852 18.3%
NVDA 4,685 10.6%
XLK 4,668 20.0%
CIEN 4,539 63.0%
SPIB 2,954 7.1%
KLAC 2,865 17.3%
AVGO 2,617 16.3%
SPSB 2,236 6.8%
ABBV 2,216 23.3%
Top Reduces (Value $000, Stocks/ETFs)
ISRG -6,872 -18.8%
CMG -2,518 -27.9%
FLR -1,725 -21.2%
CRM -1,240 -12.8%
ADBE -848 -9.0%
LLY -832 -2.2%
MRSH -785 -7.6%
OBT -732 -2.4%
GWW -683 -9.5%
SBUX -662 -10.6%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type