Orange Investment Advisors, Inc.

Q2 2026 13F-HR Holdings

Location
Goshen, NY
Holdings as of
6/30/2026
Date filed
7/21/2026
Form type
13F-HR
Num holdings
143
Total value ($000)
$823,024
Net value change ($000)
+51,519 (6.7%)
New positions
7
Sold out positions
9
Turnover %
4.0%
Sector allocation + QoQ delta (equities-only)
Prev filing: 4/22/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q1 2026
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)
KLAC 11,389 70.6%
LLY 10,337 26.2%
XLK 9,856 39.3%
MPC 5,377 1563.1%
AMD 5,292 157.7%
OBT 5,075 15.0%
THC 4,905 NEW
NEM 4,408 NEW
JLL 4,103 NEW
ALL 2,984 NEW
Top Reduces (Value $000, Stocks/ETFs)
SPYM -6,789 -94.8%
DHR -5,970 -95.6%
CMG -4,522 -100.0%
ISRG -4,485 -14.8%
TTWO -3,728 -100.0%
PLD -3,617 -100.0%
XOM -3,083 -29.1%
WY -2,223 -100.0%
CRM -1,269 -22.7%
MDT -861 -9.8%
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.
Filter:
Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type