Orange Investment Advisors, Inc. holds a diversified book of 143 stocks worth $823.0M as of Q2 2026 (disclosed Jul 21, 2026, a ~45-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 equity book. Cloning the disclosed picks since 2025 would be +20% (+12.4%/yr). That is a simulation of the disclosed long book, not audited returns.
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curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/943442/holdings"
Use Arkolith to show Orange Investment Advisors, Inc.'s latest holdings, largest changes, and filing provenance.
Growth of $10,000 cloning Orange Investment Advisors, Inc.'s disclosed long 13F book, rebalanced on each filing date (so it reflects the ~45-day reporting lag, 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
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, no cost basis
Bars show each stock'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 |
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Jul 21, 2026 | 143 | $823.0M | 13F-HR |
| Q1 2026 | Mar 31, 2026 | Apr 22, 2026 | 145 | $771.5M | 13F-HR/A |
| Q4 2025 | Dec 31, 2025 | Feb 6, 2026 | 149 | $903.9M | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Oct 16, 2025 | 177 | $960.5M | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Jul 21, 2025 | 175 | $913.4M | 13F-HR |
| Q1 2025 | Mar 31, 2025 | Apr 11, 2025 | 169 | $837.1M | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Jan 10, 2025 | 177 | $882.9M | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; 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.