Orange Investment Advisors, Inc. holds a diversified book of 143 reported positions worth $823.0M as of Q2 2026 (disclosed Jul 21, 2026, a ~21-day 13F lag). This quarter they opened Tenet Healthcare Corp and trimmed Eli Lilly & Co. Their largest long position is Eli Lilly & Co at 6% of the reported non-option book. Cloning the disclosed picks since 2025 would be +22% (+12.5%/yr). That is a simulation of the disclosed long book, not audited returns.
Growth of $10,000 cloning Orange Investment Advisors, Inc.'s disclosed long 13F book, rebalanced on each filing date (so it reflects each quarter's actual reporting lag, ~21 days for the latest filing, with no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.
Top-heavy: diversified book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
74% mapped to company sectors
+5 sectors below the cut, 6% together
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices (an exit at the prior quarter-end), no cost basis
Other tracked managers holding the same core names as Orange Investment Advisors, Inc.
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| Uhlmann Price Securities, LLC | 37 / 80 | $2.5B |
| Trust Asset Management LLC | 41 / 80 | $1.3B |
| IMZ Advisory Inc | 22 / 80 | $254.7M |
| Constitution Capital LLC | 32 / 80 | $156.1M |
| Marest Capital, LLC | 16 / 80 | $160.3M |
| Hoey Investments, Inc | 49 / 80 | $608.9M |
| Independent Investors Inc | 24 / 80 | $410.1M |
| Prospect Hill Management, LLC | 10 / 80 | $200.9M |
Ranked by the share of each fund's own book sitting in the names it shares with Orange Investment Advisors, Inc.: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.
Bars show each position's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Eli Lilly & Co COM | $49.7M | 41.5K | 6.0% | ▼−3.2% Reduced · −1K sh | |
| 2 | SPDR Series Trust ST INTER BD ETF | $44.8M | 1.34M | 5.4% | ▲+2.1% Added · +28K sh | |
| 3 | Orange Cnty Bancorp Inc COM | $39.0M | 1.06M | 4.7% | ▼−0.1% Reduced · −568 sh | |
| 4 | SPDR Series Trust ST SHOR CORP ETF | $35.4M | 1.18M | 4.3% | ▲+1.4% Added · +17K sh | |
| 5 | Select Sector SPDR TR ST STR TECHN ETF | $34.9M | 183.4K | 4.2% | ▼−2.8% Reduced · −5K sh | |
| 6 | Nvidia Corporation COM | $33.3M | 166.4K | 4.0% | ▼−11% Reduced · −20K sh | |
| 7 | Kla Corp COM NEW | $27.5M | 91.2K | 3.3% | ▲+733% Added · +80K sh | |
| 8 | Apple Inc COM | $26.1M | 90.3K | 3.2% | ▼−6.8% Reduced · −7K sh | |
| 9 | Intuitive Surgical Inc COM NEW | $25.9M | 65.0K | 3.1% | ▼−1.2% Reduced · −800 sh | |
| 10 | Alphabet Inc CAP STK CL C | $24.6M | 69.5K | 3.0% | ▼−9.7% Reduced · −7K sh | |
| 11 | Microsoft Corp COM | $24.5M | 65.5K | 3.0% | ▼−3.3% Reduced · −2K sh | |
| 12 | Amazon Com Inc COM | $17.7M | 74.2K | 2.1% | ▼−7.2% Reduced · −6K sh | |
| 13 | Ciena Corp COM NEW | $15.8M | 32.2K | 1.9% | ▼−15% Reduced · −6K sh | |
| 14 | JPMorgan Chase & Co COM | $14.1M | 43.1K | 1.7% | ▼−5.0% Reduced · −2K sh | |
| 15 | State STR SPDR S&P 500 ETF T TR UNIT | $13.3M | 17.8K | 1.6% | ▼−1.1% Reduced · −196 sh | |
| 16 | Broadcom Inc COM | $12.1M | 32.1K | 1.5% | ▼−12% Reduced · −5K sh | |
| 17 | Abbvie Inc COM | $11.5M | 45.6K | 1.4% | ▼−0.1% Reduced · −69 sh | |
| 18 | American Express Co COM | $11.2M | 33.1K | 1.4% | ▼−5.5% Reduced · −2K sh | |
| 19 | Select Sector SPDR TR ST STR FINL ETF | $10.5M | 196.2K | 1.3% | ▲+0.1% Added · +103 sh | |
| 20 | Visa Inc COM CL A | $9.8M | 28.6K | 1.2% | ▼−4.0% Reduced · −1K sh | |
| 21 | Cisco Sys Inc COM | $9.3M | 78.8K | 1.1% | ▼−9.8% Reduced · −9K sh | |
| 22 | SPDR Series Trust ST STR SP600 SML | $8.8M | 153.4K | 1.1% | ▲~0% Added · +49 sh | |
| 23 | Ishares TR FLTG RATE NT ETF | $8.8M | 172.6K | 1.1% | ▼−0.4% Reduced · −777 sh | |
| 24 | Advanced Micro Devices Inc COM | $8.6M | 14.9K | 1.1% | ▼−9.7% Reduced · −2K sh | |
| 25 | International Business Machs COM | $8.6M | 30.5K | 1.0% | ▲+4.5% Added · +1K sh | |
| 26 | Meta Platforms Inc CL A | $8.5M | 15.0K | 1.0% | ▼−3.2% Reduced · −497 sh | |
| 27 | Morgan Stanley COM NEW | $8.3M | 39.7K | 1.0% | ▼−9.3% Reduced · −4K sh | |
| 28 | Select Sector SPDR TR ST STR DISCR ETF | $8.2M | 70.0K | 1.0% | ▲~0% Added · +11 sh | |
| 29 | Select Sector SPDR TR ST STR CARE ETF | $8.0M | 50.2K | 1.0% | ▼−0.5% Reduced · −234 sh | |
| 30 | Medtronic PLC SHS | $8.0M | 101.7K | 1.0% | ▼~0% Reduced · −48 sh | |
| 31 | Thermo Fisher Scientific Inc COM | $7.6M | 15.1K | 0.9% | ▼−1.8% Reduced · −283 sh | |
| 32 | Select Sector SPDR TR ST STR SVC ETF | $7.6M | 70.7K | 0.9% | ▲+4.2% Added · +3K sh | |
| 33 | Exxon Mobil Corp COM | $7.5M | 54.9K | 0.9% | ▼−12% Reduced · −8K sh | |
| 34 | Select Sector SPDR TR ST STR INDL ETF | $7.3M | 39.2K | 0.9% | ▲+1.1% Added · +413 sh | |
| 35 | United Rentals Inc COM | $7.2M | 6.4K | 0.9% | ▼−8.0% Reduced · −553 sh | |
| 36 | Autozone Inc COM | $6.8M | 2.1K | 0.8% | ▼−1.0% Reduced · −21 sh | |
| 37 | WW Grainger Inc COM | $6.5M | 4.8K | 0.8% | ▼−7.0% Reduced · −357 sh | |
| 38 | Marathon Pete Corp COM | $5.7M | 22.4K | 0.7% | ▲16× Added · +21K sh | |
| 39 | Amphenol Corp CL A | $5.7M | 32.2K | 0.7% | ▼−8.6% Reduced · −3K sh | |
| 40 | Fluor Corp COM | $5.6M | 106.0K | 0.7% | ▼−6.5% Reduced · −7K sh | |
| 41 | Quanta Svcs Inc COM | $5.2M | 7.3K | 0.6% | ▼−18% Reduced · −2K sh | |
| 42 | Schwab Charles Corp COM | $5.0M | 53.8K | 0.6% | ▲+6.5% Added · +3K sh | |
| 43 | Starbucks Corp COM | $4.9M | 48.4K | 0.6% | ▼−4.5% Reduced · −2K sh | |
| 44 | Tenet Healthcare Corp COM NEW | $4.9M | 26.2K | 0.6% | ▲New New position | |
| 45 | Goldman Sachs Group Inc COM | $4.7M | 4.6K | 0.6% | ▼−7.8% Reduced · −392 sh | |
| 46 | Home Depot Inc COM | $4.6M | 12.9K | 0.6% | ▼−10% Reduced · −1K sh | |
| 47 | McDonalds Corp COM | $4.5M | 16.8K | 0.6% | ▼−0.6% Reduced · −96 sh | |
| 48 | Sherwin Williams Co COM | $4.5M | 13.0K | 0.5% | ▼−5.4% Reduced · −745 sh | |
| 49 | Newmont Corp COM | $4.4M | 47.2K | 0.5% | ▲New New position | |
| 50 | Marsh & McLennan Cos Inc COM | $4.4M | 26.3K | 0.5% | ▼−3.6% Reduced · −985 sh |
This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
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Use Arkolith to show Orange Investment Advisors, Inc.'s latest holdings, largest changes, and filing provenance.
As-of date vs the date the SEC received each filing
Reported 13F total per quarter. Raw filing totals can include option notional.
| Quarter | As of | Filed | Lag | Positions | Value | Form |
|---|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Jul 21, 2026 | 21d | 143 | $823.0M | 13F-HR |
| Q1 2026 | Mar 31, 2026 | Apr 22, 2026 | 22d | 145 | $771.5M | 13F-HR/A |
| Q4 2025 | Dec 31, 2025 | Feb 6, 2026 | 37d | 149 | $903.9M | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Oct 16, 2025 | 16d | 177 | $960.5M | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Jul 21, 2025 | 21d | 175 | $913.4M | 13F-HR |
| Q1 2025 | Mar 31, 2025 | Apr 11, 2025 | 11d | 169 | $837.1M | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Jan 10, 2025 | 10d | 177 | $882.9M | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. Book totals and portfolio weights cover reported non-option positions, which can include notes and warrants. Disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.