Orange Investment Advisors, Inc.

Q1 2026 13F-HR/A Holdings

Location
Goshen, NY
Holdings as of
3/31/2026
Date filed
4/22/2026
Form type
13F-HR/A - RESTATEMENT
Num holdings
145
Total value ($000)
$771,505
Net value change ($000)
-132,420 (-14.6%)
New positions
3
Sold out positions
7
Turnover %
0.9%
Sector allocation + QoQ delta (equities-only)
Prev filing: 2/6/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 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)
CIEN 3,040 26.1%
OBT 2,495 7.9%
SPYM 2,171 43.5%
CVX 873 30.9%
SPSB 708 2.1%
XOM 681 6.9%
XLE 659 25.5%
SPIB 590 1.4%
FLOT 497 6.0%
SPSM 355 5.0%
Top Reduces (Value $000, Stocks/ETFs)
NVDA -11,457 -26.1%
MSFT -10,620 -29.7%
LLY -9,490 -19.4%
GOOGL -7,515 -25.4%
ISRG -7,048 -18.9%
ADBE -7,047 -68.2%
AVGO -6,996 -38.2%
AAPL -5,646 -18.7%
UNH -5,085 -84.7%
AMZN -4,580 -21.6%
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