# Orange Investment Advisors, Inc.: Form 13F holdings

An institutional investment manager in GOSHEN, NY. SEC CIK 943442.

- Quarter ended: 2026-06-30
- Filed: 2026-07-21
- Reported value: $823.0m
- Positions: 143 (143 lines in the filing's table; lines for the same security and option type are added together here)
- Compared with: the 13F for the quarter ended 2026-03-31
- Filing: https://www.sec.gov/Archives/edgar/data/943442/000208585326000795/

## Holdings

As filed, largest first. Reported value is what the manager stated at the quarter end (Jun 30, 2026), in US dollars; it is filing data, not a price. Weight is the share of the total reported value.

| Issuer | Class | Reported value | Weight | Shares | Put or call | Change on the quarter before |
| --- | --- | ---: | ---: | ---: | --- | --- |
| [ELI LILLY & CO (LLY)](/companies/lly.md) | COM | $49.7m | 6.0% | 41,468 |  | Reduced −1,370 |
| SPDR SERIES TRUST | ST INTER BD ETF | $44.8m | 5.4% | 1,339,605 |  | Added +28,011 |
| [ORANGE CNTY BANCORP INC (OBT)](/companies/obt.md) | COM | $39.0m | 4.7% | 1,060,922 |  | Reduced −568 |
| SPDR SERIES TRUST | ST SHOR CORP ETF | $35.4m | 4.3% | 1,180,398 |  | Added +16,669 |
| SELECT SECTOR SPDR TR | ST STR TECHN ETF | $34.9m | 4.2% | 183,366 |  | Reduced −5,342 |
| [NVIDIA CORPORATION (NVDA)](/companies/nvda.md) | COM | $33.3m | 4.0% | 166,403 |  | Reduced −19,594 |
| [KLA CORP (KLAC)](/companies/klac.md) | COM NEW | $27.5m | 3.3% | 91,198 |  | Added +80,246 |
| [APPLE INC (AAPL)](/companies/aapl.md) | COM | $26.1m | 3.2% | 90,281 |  | Reduced −6,562 |
| [INTUITIVE SURGICAL INC (ISRG)](/companies/isrg.md) | COM NEW | $25.9m | 3.1% | 65,012 |  | Reduced −800 |
| [ALPHABET INC (GOOGL)](/companies/googl.md) | CAP STK CL C | $24.6m | 3.0% | 69,548 |  | Reduced −7,491 |
| [MICROSOFT CORP (MSFT)](/companies/msft.md) | COM | $24.5m | 3.0% | 65,547 |  | Reduced −2,207 |
| [AMAZON COM INC (AMZN)](/companies/amzn.md) | COM | $17.7m | 2.1% | 74,153 |  | Reduced −5,772 |
| [CIENA CORP (CIEN)](/companies/cien.md) | COM NEW | $15.8m | 1.9% | 32,177 |  | Reduced −5,695 |
| [JPMORGAN CHASE & CO (JPM)](/companies/jpm.md) | COM | $14.1m | 1.7% | 43,067 |  | Reduced −2,294 |
| [STATE STR SPDR S&P 500 ETF T (SPY)](/companies/spy.md) | TR UNIT | $13.3m | 1.6% | 17,847 |  | Reduced −196 |
| [BROADCOM INC (AVGO)](/companies/avgo.md) | COM | $12.1m | 1.5% | 32,068 |  | Reduced −4,510 |
| [ABBVIE INC (ABBV)](/companies/abbv.md) | COM | $11.5m | 1.4% | 45,583 |  | Reduced −69 |
| [AMERICAN EXPRESS CO (AXP)](/companies/axp.md) | COM | $11.2m | 1.4% | 33,061 |  | Reduced −1,907 |
| SELECT SECTOR SPDR TR | ST STR FINL ETF | $10.5m | 1.3% | 196,199 |  | Added +103 |
| [VISA INC (V)](/companies/v.md) | COM CL A | $9.8m | 1.2% | 28,649 |  | Reduced −1,197 |
| [CISCO SYS INC (CSCO)](/companies/csco.md) | COM | $9.3m | 1.1% | 78,777 |  | Reduced −8,602 |
| SPDR SERIES TRUST | ST STR SP600 SML | $8.8m | 1.1% | 153,397 |  | Added +49 |
| ISHARES TR | FLTG RATE NT ETF | $8.8m | 1.1% | 172,579 |  | Reduced −777 |
| [ADVANCED MICRO DEVICES INC (AMD)](/companies/amd.md) | COM | $8.6m | 1.1% | 14,885 |  | Reduced −1,608 |
| [INTERNATIONAL BUSINESS MACHS (IBM)](/companies/ibm.md) | COM | $8.6m | 1.0% | 30,503 |  | Added +1,309 |
| [META PLATFORMS INC (META)](/companies/meta.md) | CL A | $8.5m | 1.0% | 15,016 |  | Reduced −497 |
| [MORGAN STANLEY (MS)](/companies/ms.md) | COM NEW | $8.3m | 1.0% | 39,691 |  | Reduced −4,057 |
| SELECT SECTOR SPDR TR | ST STR DISCR ETF | $8.2m | 1.0% | 70,000 |  | Added +11 |
| SELECT SECTOR SPDR TR | ST STR CARE ETF | $8.0m | 1.0% | 50,164 |  | Reduced −234 |
| MEDTRONIC PLC | SHS | $8.0m | 1.0% | 101,692 |  | Reduced −48 |
| [THERMO FISHER SCIENTIFIC INC (TMO)](/companies/tmo.md) | COM | $7.6m | 0.9% | 15,119 |  | Reduced −283 |
| SELECT SECTOR SPDR TR | ST STR SVC ETF | $7.6m | 0.9% | 70,666 |  | Added +2,839 |
| EXXON MOBIL CORP | COM | $7.5m | 0.9% | 54,852 |  | Reduced −7,521 |
| SELECT SECTOR SPDR TR | ST STR INDL ETF | $7.3m | 0.9% | 39,192 |  | Added +413 |
| [UNITED RENTALS INC (URI)](/companies/uri.md) | COM | $7.2m | 0.9% | 6,358 |  | Reduced −553 |
| [AUTOZONE INC (AZO)](/companies/azo.md) | COM | $6.8m | 0.8% | 2,117 |  | Reduced −21 |
| [WW GRAINGER INC (GWW)](/companies/gww.md) | COM | $6.5m | 0.8% | 4,755 |  | Reduced −357 |
| [MARATHON PETE CORP (MPC)](/companies/mpc.md) | COM | $5.7m | 0.7% | 22,377 |  | Added +20,970 |
| [AMPHENOL CORP (APH)](/companies/aph.md) | CL A | $5.7m | 0.7% | 32,236 |  | Reduced −3,033 |
| [FLUOR CORP (FLR)](/companies/flr.md) | COM | $5.6m | 0.7% | 105,975 |  | Reduced −7,334 |
| [QUANTA SVCS INC (PWR)](/companies/pwr.md) | COM | $5.2m | 0.6% | 7,277 |  | Reduced −1,609 |
| [SCHWAB CHARLES CORP (SCHW)](/companies/schw.md) | COM | $5.0m | 0.6% | 53,830 |  | Added +3,285 |
| [STARBUCKS CORP (SBUX)](/companies/sbux.md) | COM | $4.9m | 0.6% | 48,419 |  | Reduced −2,275 |
| [TENET HEALTHCARE CORP (THC)](/companies/thc.md) | COM NEW | $4.9m | 0.6% | 26,219 |  | New +26,219 |
| [GOLDMAN SACHS GROUP INC (GS)](/companies/gs.md) | COM | $4.7m | 0.6% | 4,633 |  | Reduced −392 |
| [HOME DEPOT INC (HD)](/companies/hd.md) | COM | $4.6m | 0.6% | 12,942 |  | Reduced −1,448 |
| [MCDONALDS CORP (MCD)](/companies/mcd.md) | COM | $4.5m | 0.6% | 16,796 |  | Reduced −96 |
| [SHERWIN WILLIAMS CO (SHW)](/companies/shw.md) | COM | $4.5m | 0.5% | 12,964 |  | Reduced −745 |
| [NEWMONT CORP (NEM)](/companies/nem.md) | COM | $4.4m | 0.5% | 47,198 |  | New +47,198 |
| [MARSH & MCLENNAN COS INC (MRSH)](/companies/mrsh.md) | COM | $4.4m | 0.5% | 26,268 |  | Reduced −985 |
| [SALESFORCE INC (CRM)](/companies/crm.md) | COM | $4.3m | 0.5% | 27,549 |  | Reduced −2,368 |
| [DUKE ENERGY CORP NEW (DUK)](/companies/duk.md) | COM NEW | $4.3m | 0.5% | 33,777 |  | Reduced −1,826 |
| SELECT SECTOR SPDR TR | ST STR STAPL ETF | $4.2m | 0.5% | 50,709 |  | Added +33 |
| [PEPSICO INC (PEP)](/companies/pep.md) | COM | $4.1m | 0.5% | 30,389 |  | Reduced −1,480 |
| [JONES LANG LASALLE INC (JLL)](/companies/jll.md) | COM | $4.1m | 0.5% | 13,237 |  | New +13,237 |
| [BAKER HUGHES COMPANY (BKR)](/companies/bkr.md) | CL A | $4.1m | 0.5% | 73,486 |  | Reduced −6,194 |
| [CBRE GROUP INC (CBRE)](/companies/cbre.md) | CL A | $4.0m | 0.5% | 29,522 |  | Reduced −657 |
| [CSX CORP (CSX)](/companies/csx.md) | COM | $3.8m | 0.5% | 79,778 |  | Reduced −10,475 |
| [SERVICENOW INC (NOW)](/companies/now.md) | COM | $3.7m | 0.5% | 37,453 |  | Added +1,498 |
| [MERCADOLIBRE INC (MELI)](/companies/meli.md) | COM | $3.7m | 0.4% | 2,155 |  | Reduced −4 |
| [LINCOLN ELEC HLDGS INC (LECO)](/companies/leco.md) | COM | $3.6m | 0.4% | 13,389 |  | Reduced −497 |
| [NUCOR CORP (NUE)](/companies/nue.md) | COM | $3.4m | 0.4% | 15,469 |  | Reduced −2,400 |
| [NEXTERA ENERGY INC (NEE)](/companies/nee.md) | COM | $3.4m | 0.4% | 38,900 |  | Reduced −1,993 |
| [WALMART INC (WMT)](/companies/wmt.md) | COM | $3.4m | 0.4% | 30,023 |  | Reduced −849 |
| [NETFLIX INC. (NFLX)](/companies/nflx.md) | COM | $3.3m | 0.4% | 45,804 |  | Added +3,142 |
| [STATE STR SPDR S&P MIDCAP 40 (MDY)](/companies/mdy.md) | UTSER1 S&PDCRP | $3.2m | 0.4% | 4,519 |  | Reduced −13 |
| [ALLSTATE CORP (ALL)](/companies/all.md) | COM | $3.0m | 0.4% | 12,541 |  | New +12,541 |
| [ROCKWELL AUTOMATION INC (ROK)](/companies/rok.md) | COM | $2.9m | 0.4% | 5,870 |  | Reduced −913 |
| [ADOBE INC (ADBE)](/companies/adbe.md) | COM | $2.9m | 0.3% | 14,041 |  | Added +498 |
| [SLB LIMITED (SLB)](/companies/slb.md) | COM STK | $2.9m | 0.3% | 61,429 |  | Reduced −4,884 |
| [CHEVRON CORPORATION (CVX)](/companies/cvx.md) | COM | $2.8m | 0.3% | 17,138 |  | Reduced −738 |
| WEBSTER FINL CORP | COM | $2.8m | 0.3% | 36,210 |  | Unchanged |
| SELECT SECTOR SPDR TR | ST STR ENERG ETF | $2.8m | 0.3% | 51,987 |  | Reduced −1,013 |
| [BANK OF AMER CORP (BAC)](/companies/bac.md) | COM | $2.7m | 0.3% | 47,649 |  | Reduced −2,988 |
| [MONDELEZ INTL INC (MDLZ)](/companies/mdlz.md) | CL A | $2.7m | 0.3% | 46,158 |  | Reduced −5,015 |
| [GENERAC HLDGS INC (GNRC)](/companies/gnrc.md) | COM | $2.4m | 0.3% | 8,134 |  | Reduced −1,618 |
| [PROCTER & GAMBLE CO (PG)](/companies/pg.md) | COM | $2.3m | 0.3% | 15,925 |  | Reduced −491 |
| SPDR SERIES TRUST | ST STR P400MID | $2.3m | 0.3% | 33,727 |  | Added +212 |
| [RESMED INC (RMD)](/companies/rmd.md) | COM | $2.1m | 0.3% | 11,000 |  | Unchanged |
| [JOHNSON & JOHNSON (JNJ)](/companies/jnj.md) | COM | $2.0m | 0.2% | 7,963 |  | Reduced −124 |
| INVESCO QQQ TR | UNIT SER 1 | $2.0m | 0.2% | 2,710 |  | Reduced −10 |
| [TRIMBLE INC (TRMB)](/companies/trmb.md) | COM | $1.9m | 0.2% | 36,258 |  | Added +3,346 |
| [SOUTHERN CO (SO)](/companies/so.md) | COM | $1.7m | 0.2% | 18,133 |  | Reduced −377 |
| [ALPHABET INC (GOOGL)](/companies/googl.md) | CAP STK CL A | $1.7m | 0.2% | 4,842 |  | Reduced −34 |
| SELECT SECTOR SPDR TR | ST STR UTIL ETF | $1.7m | 0.2% | 37,524 |  | Reduced −780 |
| SELECT SECTOR SPDR TR | ST STR REAL ETF | $1.6m | 0.2% | 35,843 |  | Reduced −151 |
| [AUTOMATIC DATA PROCESSING IN (ADP)](/companies/adp.md) | COM | $1.5m | 0.2% | 6,902 |  | Reduced −748 |
| [RTX CORPORATION (RTX)](/companies/rtx.md) | COM | $1.5m | 0.2% | 7,655 |  | Reduced −311 |
| SELECT SECTOR SPDR TR | ST STR MATER ETF | $1.4m | 0.2% | 28,380 |  | Added +367 |
| [GE AEROSPACE (GE)](/companies/ge.md) | COM NEW | $1.4m | 0.2% | 3,640 |  | Reduced −9 |
| [BLACKSTONE INC (BX)](/companies/bx.md) | COM | $1.3m | 0.2% | 11,104 |  | Added +17 |
| [ORACLE CORP (ORCL)](/companies/orcl.md) | COM | $1.3m | 0.2% | 8,816 |  | Added +146 |
| [UNITEDHEALTH GROUP INC (UNH)](/companies/unh.md) | COM | $1.3m | 0.2% | 3,108 |  | Reduced −282 |
| [CATERPILLAR INC (CAT)](/companies/cat.md) | COM | $1.2m | 0.1% | 1,154 |  | Reduced −100 |
| [CORNING INC (GLW)](/companies/glw.md) | COM | $1.1m | 0.1% | 4,295 |  | Unchanged |
| ISHARES TR | U.S. TECH ETF | $1.1m | 0.1% | 4,270 |  | Added +20 |
| ISHARES TR | SHRT NAT MUN ETF | $1.0m | 0.1% | 9,715 |  | Reduced −3,038 |
| [GE VERNOVA INC (GEV)](/companies/gev.md) | COM | $948.1k | 0.1% | 807 |  | Reduced −2 |
| [CONOCOPHILLIPS (COP)](/companies/cop.md) | COM | $937.2k | 0.1% | 9,015 |  | Reduced −344 |
| [ABBOTT LABORATORIES (ABT)](/companies/abt.md) | COM | $911.8k | 0.1% | 10,048 |  | Reduced −213 |
| [MERCK & CO INC (MRK)](/companies/mrk.md) | COM | $889.9k | 0.1% | 6,926 |  | Reduced −1,199 |
| [EMERSON ELEC CO (EMR)](/companies/emr.md) | COM | $880.2k | 0.1% | 6,149 |  | Reduced −13 |
| [COSTCO WHOLESALE CORPORATION (COST)](/companies/cost.md) | COM | $864.4k | 0.1% | 924 |  | Reduced −98 |
| [CAPITAL ONE FINL CORP (COF)](/companies/cof.md) | COM | $740.1k | <0.1% | 3,689 |  | Added +105 |
| ISHARES TR | CORE S&P SCP ETF | $684.9k | <0.1% | 4,618 |  | Reduced −8 |
| ISHARES TR | CORE S&P500 ETF | $658.3k | <0.1% | 879 |  | Added +4 |
| [MASTERCARD INCORPORATED (MA)](/companies/ma.md) | CL A | $585.0k | <0.1% | 1,139 |  | Reduced −8 |
| [MICRON TECHNOLOGY INC (MU)](/companies/mu.md) | COM | $570.2k | <0.1% | 494 |  | New +494 |
| ISHARES TR | NEW YORK MUN ETF | $551.2k | <0.1% | 10,226 |  | Added +23 |
| [LOCKHEED MARTIN CORP (LMT)](/companies/lmt.md) | COM | $507.0k | <0.1% | 995 |  | Reduced −92 |
| [VERIZON COMMUNICATIONS INC (VZ)](/companies/vz.md) | COM | $502.5k | <0.1% | 11,869 |  | Reduced −20 |
| [HUBBELL INC (HUBB)](/companies/hubb.md) | COM | $470.9k | <0.1% | 900 |  | Unchanged |
| SPDR SERIES TRUST | ST STR P500GRW | $461.8k | <0.1% | 3,881 |  | Reduced −186 |
| CHUBB LIMITED | COM | $442.9k | <0.1% | 1,300 |  | Reduced −8 |
| [EXTRA SPACE STORAGE INC (EXR)](/companies/exr.md) | COM | $408.6k | <0.1% | 2,812 |  | Reduced −5 |
| [ILLINOIS TOOL WKS INC (ITW)](/companies/itw.md) | COM | $386.8k | <0.1% | 1,430 |  | Reduced −13 |
| [OSHKOSH CORP (OSK)](/companies/osk.md) | COM | $376.9k | <0.1% | 2,456 |  | Unchanged |
| [VALERO ENERGY CORP (VLO)](/companies/vlo.md) | COM | $371.1k | <0.1% | 1,425 |  | Unchanged |
| SPDR SERIES TRUST | ST STR P500ETF | $370.6k | <0.1% | 4,217 |  | Reduced −89,330 |
| [BOEING CO (BA)](/companies/ba.md) | COM | $365.2k | <0.1% | 1,687 |  | Reduced −5 |
| [COCA COLA CO (KO)](/companies/ko.md) | COM | $363.2k | <0.1% | 4,469 |  | Reduced −1 |
| [SYSCO CORP (SYY)](/companies/syy.md) | COM | $355.9k | <0.1% | 4,258 |  | Reduced −116 |
| [CVS HEALTH CORP (CVS)](/companies/cvs.md) | COM | $355.3k | <0.1% | 3,434 |  | Reduced −12 |
| [NUVEEN MUN VALUE FD INC (NUV)](/companies/nuv.md) | COM | $338.5k | <0.1% | 36,714 |  | Reduced −1 |
| [AT&T INC (T)](/companies/t.md) | COM | $335.4k | <0.1% | 16,204 |  | Reduced −559 |
| [AMERICAN TOWER CORP (AMT)](/companies/amt.md) | COM | $332.7k | <0.1% | 2,034 |  | Reduced −606 |
| [DISNEY WALT CO (DIS)](/companies/dis.md) | COM | $321.0k | <0.1% | 3,335 |  | Reduced −10 |
| [PNC FINL SVCS GROUP INC (PNC)](/companies/pnc.md) | COM | $313.9k | <0.1% | 1,275 |  | Unchanged |
| SPDR SERIES TRUST | ST STR P500VAL | $313.8k | <0.1% | 5,162 |  | Reduced −302 |
| ISHARES TR | S&P 500 GRWT ETF | $288.4k | <0.1% | 2,097 |  | Added +22 |
| ALPS ETF TR | BARRONS 400 ETF | $286.9k | <0.1% | 3,000 |  | Unchanged |
| [DANAHER CORP DEL (DHR)](/companies/dhr.md) | COM | $273.1k | <0.1% | 1,434 |  | Reduced −31,494 |
| [NORTHROP GRUMMAN CORP (NOC)](/companies/noc.md) | COM | $267.4k | <0.1% | 525 |  | Reduced −240 |
| [AMGEN INC (AMGN)](/companies/amgn.md) | COM | $253.5k | <0.1% | 700 |  | Unchanged |
| [PFIZER INC (PFE)](/companies/pfe.md) | COM | $250.6k | <0.1% | 10,405 |  | Reduced −1,504 |
| CHART INDS INC | COM | $234.2k | <0.1% | 1,121 |  | Reduced −296 |
| [CONSOLIDATED EDISON INC (ED)](/companies/ed.md) | COM | $227.6k | <0.1% | 2,057 |  | Unchanged |
| [TEXAS INSTRS INC (TXN)](/companies/txn.md) | COM | $223.6k | <0.1% | 750 |  | New +750 |
| [BALL CORP (BALL)](/companies/ball.md) | COM | $218.4k | <0.1% | 3,500 |  | Unchanged |
| [DEVON ENERGY CORP NEW (DVN)](/companies/dvn.md) | COM | $212.4k | <0.1% | 5,140 |  | New +5,140 |
| [BRISTOL-MYERS SQUIBB CO (BMY)](/companies/bmy.md) | COM | $208.6k | <0.1% | 3,620 |  | Reduced −269 |
| [HERSHEY CO (HSY)](/companies/hsy.md) | COM | $204.9k | <0.1% | 1,168 |  | Reduced −4 |
| [PLATINUM GROUP METALS LTD (PLG)](/companies/plg.md) | COM | $17.8k | <0.1% | 13,150 |  | Unchanged |

## Sold out

Held at the end of the quarter before and not reported this quarter.

| Issuer | Class | Reported value | Weight | Shares | Put or call | Change on the quarter before |
| --- | --- | ---: | ---: | ---: | --- | --- |
| [AFLAC INC (AFL)](/companies/afl.md) | COM | $0 | 0.0% | 0 |  | Sold out −3,399 |
| [CHIPOTLE MEXICAN GRILL INC (CMG)](/companies/cmg.md) | COM | $0 | 0.0% | 0 |  | Sold out −141,260 |
| COTERRA ENERGY INC | COM | $0 | 0.0% | 0 |  | Sold out −7,476 |
| [DIGITAL RLTY TR INC (DLR)](/companies/dlr.md) | COM | $0 | 0.0% | 0 |  | Sold out −1,545 |
| [NORFOLK SOUTHN CORP (NSC)](/companies/nsc.md) | COM | $0 | 0.0% | 0 |  | Sold out −804 |
| [PHILLIPS 66 (PSX)](/companies/psx.md) | COM | $0 | 0.0% | 0 |  | Sold out −1,158 |
| [PROLOGIS INC. (PLD)](/companies/pld.md) | COM | $0 | 0.0% | 0 |  | Sold out −27,366 |
| [TAKE-TWO INTERACTIVE SOFTWAR (TTWO)](/companies/ttwo.md) | COM | $0 | 0.0% | 0 |  | Sold out −18,878 |
| [WEYERHAEUSER CO (WY)](/companies/wy.md) | COM NEW | $0 | 0.0% | 0 |  | Sold out −90,994 |

Source: SEC EDGAR, Form 13F-HR, accession 0002085853-26-000795. Last ingested by Listed: Oct 22, 2026, 05:26 ET. No prices; not investment advice.