Orange Investment Advisors, Inc.

Q4 2025 13F-HR Holdings

Location
Goshen, NY
Holdings as of
12/31/2025
Date filed
2/6/2026
Form type
13F-HR
Num holdings
149
Total value ($000)
$903,925
Net value change ($000)
-56,581 (-5.9%)
New positions
2
Sold out positions
30
Turnover %
0.8%
Sector allocation + QoQ delta (equities-only)
Prev filing: 10/16/2025 Next filing: 4/22/2026 SEC filing

Snapshot: Change Analysis

Compared to Q3 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)
LLY 12,285 33.6%
ISRG 7,730 26.1%
OBT 2,167 7.4%
ADBE 1,771 20.7%
SPYM 1,769 54.9%
GOOGL 1,338 4.7%
DHR 578 7.8%
AMD 482 14.3%
XLV 443 5.6%
ALB 308 NEW
Top Reduces (Value $000, Stocks/ETFs)
GTLS -9,942 -96.9%
MSFT -7,633 -17.6%
NVDA -5,089 -10.4%
URI -4,000 -37.6%
MRSH -3,421 -36.1%
AZO -3,086 -27.4%
HD -3,039 -33.7%
META -2,710 -17.5%
KLAC -2,601 -13.4%
JPM -2,269 -11.7%
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