Orange Investment Advisors, Inc.

Q3 2026 13F-HR Holdings

Location
Goshen, NY
Holdings as of
9/30/2026
Date filed
10/23/2026
Form type
13F-HR
Num holdings
137
Total value ($000)
$801,750
Net value change ($000)
-21,274 (-2.6%)
New positions
4
Sold out positions
10
Turnover %
4.8%
Sector allocation + QoQ delta (equities-only)
Prev filing: 7/21/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q2 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)
EXXONMOBIL HOLDINGS CORP 8,666 NEW
MSFT 7,886 32.3%
AVDV 4,464 NEW
META 4,186 49.5%
NVDA 2,970 8.9%
AAPL 2,862 11.0%
MU 2,472 433.7%
TMO 2,181 28.8%
COST 2,087 241.6%
AMZN 2,056 11.6%
Top Reduces (Value $000, Stocks/ETFs)
KLAC -10,583 -38.5%
XOM -7,499 -100.0%
FLR -5,331 -96.0%
SBUX -4,948 -100.0%
CIEN -4,603 -29.2%
NOW -3,718 -100.0%
WBS -2,767 -100.0%
MDLZ -2,670 -100.0%
AXP -2,622 -23.4%
LLY -2,315 -4.7%
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