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☆Orange Investment Advisors, Inc.

CIK 0000943442 · holdings for 2026Q2 (change vs 2026Q1) · in signal universe
Quality Q
0.498
AUM ($M)
823
Positions
143
Turnover
0.09
Top-10 wt
41%
Herfindahl
0.024
History (qtrs)
6
Excess Return
—

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Quarter
Activity this period
Security type

Holdings · 152 positions · portfolio value $823M

TickerNameActivitySecurity Type WeightΔ Weight Value ($M)SharesΔ Shares Qtrs HeldExcess Return
☆LLY funds › ELI LILLY & CO TRIM — 6.0% +0.9% 49.7 41,468 -1,370 0 —
☆SPIB funds › SPDR SERIES TRUST ADD — 5.4% -0.3% 44.8 1,339,605 +28,011 0 —
☆OBT funds › ORANGE CNTY BANCORP INC TRIM — 4.7% +0.3% 39.0 1,060,922 -568 0 —
☆SPSB funds › SPDR SERIES TRUST ADD — 4.3% -0.2% 35.4 1,180,398 +16,669 0 —
☆XLK funds › SELECT SECTOR SPDR TR TRIM — 4.2% +1.0% 34.9 183,366 -5,342 0 —
☆NVDA funds › NVIDIA CORPORATION TRIM — 4.0% -0.2% 33.3 166,403 -19,594 0 —
☆KLAC funds › KLA CORP ADD — 3.3% +1.3% 27.5 91,198 +80,246 0 —
☆AAPL funds › APPLE INC TRIM — 3.2% -0.0% 26.1 90,281 -6,562 0 —
☆ISRG funds › INTUITIVE SURGICAL INC TRIM — 3.1% -0.8% 25.9 65,012 -800 0 —
☆GOOG funds › ALPHABET INC TRIM — 3.0% +0.1% 24.6 69,548 -7,491 0 —
☆MSFT funds › MICROSOFT CORP TRIM — 3.0% -0.3% 24.5 65,547 -2,207 0 —
☆AMZN funds › AMAZON COM INC TRIM — 2.1% -0.0% 17.7 74,153 -5,772 0 —
☆CIEN funds › CIENA CORP TRIM — 1.9% +0.0% 15.8 32,177 -5,695 0 —
☆JPM funds › JPMORGAN CHASE & CO TRIM — 1.7% -0.0% 14.1 43,067 -2,294 0 —
☆SPY funds › STATE STR SPDR S&P 500 ETF T TRIM — 1.6% +0.1% 13.3 17,847 -196 0 —
☆AVGO funds › BROADCOM INC TRIM — 1.5% +0.0% 12.1 32,068 -4,510 0 —
☆ABBV funds › ABBVIE INC TRIM — 1.4% +0.1% 11.5 45,583 -69 0 —
☆AXP funds › AMERICAN EXPRESS CO TRIM — 1.4% -0.0% 11.2 33,061 -1,907 0 —
☆XLF funds › SELECT SECTOR SPDR TR ADD — 1.3% +0.0% 10.5 196,199 +103 0 —
☆V funds › VISA INC TRIM — 1.2% +0.0% 9.8 28,649 -1,197 0 —
☆CSCO funds › CISCO SYS INC TRIM — 1.1% +0.2% 9.3 78,777 -8,602 0 —
☆SPSM funds › SPDR SERIES TRUST ADD — 1.1% +0.1% 8.8 153,397 +49 0 —
☆FLOT funds › ISHARES TR TRIM — 1.1% -0.1% 8.8 172,579 -777 0 —
☆AMD funds › ADVANCED MICRO DEVICES INC TRIM — 1.1% +0.6% 8.6 14,885 -1,608 0 —
☆IBM funds › INTERNATIONAL BUSINESS MACHS ADD — 1.0% +0.1% 8.6 30,503 +1,309 0 —
☆META funds › META PLATFORMS INC TRIM — 1.0% -0.1% 8.5 15,016 -497 0 —
☆MS funds › MORGAN STANLEY TRIM — 1.0% +0.1% 8.3 39,691 -4,057 0 —
☆XLY funds › SELECT SECTOR SPDR TR ADD — 1.0% +0.0% 8.2 70,000 +11 0 —
☆XLV funds › SELECT SECTOR SPDR TR TRIM — 1.0% +0.0% 8.0 50,164 -234 0 —
☆MDT funds › MEDTRONIC PLC TRIM — 1.0% -0.2% 8.0 101,692 -48 0 —
☆TMO funds › THERMO FISHER SCIENTIFIC INC TRIM — 0.9% -0.1% 7.6 15,119 -283 0 —
☆XLC funds › SELECT SECTOR SPDR TR ADD — 0.9% -0.1% 7.6 70,666 +2,839 0 —
☆CUSIP:30231G102 funds › EXXON MOBIL CORP TRIM — 0.9% -0.5% 7.5 54,852 -7,521 0 —
☆XLI funds › SELECT SECTOR SPDR TR ADD — 0.9% +0.1% 7.3 39,192 +413 0 —
☆URI funds › UNITED RENTALS INC TRIM — 0.9% +0.2% 7.2 6,358 -553 0 —
☆AZO funds › AUTOZONE INC TRIM — 0.8% -0.1% 6.8 2,117 -21 0 —
☆GWW funds › WW GRAINGER INC TRIM — 0.8% +0.1% 6.5 4,755 -357 0 —
☆MPC funds › MARATHON PETE CORP ADD — 0.7% +0.7% 5.7 22,377 +20,970 0 —
☆APH funds › AMPHENOL CORP TRIM — 0.7% +0.1% 5.7 32,236 -3,033 0 —
☆FLR funds › FLUOR CORP TRIM — 0.7% -0.0% 5.6 105,975 -7,334 0 —
☆PWR funds › QUANTA SVCS INC TRIM — 0.6% +0.0% 5.2 7,277 -1,609 0 —
☆SCHW funds › SCHWAB CHARLES CORP ADD — 0.6% -0.0% 5.0 53,830 +3,285 0 —
☆SBUX funds › STARBUCKS CORP TRIM — 0.6% +0.0% 4.9 48,419 -2,275 0 —
☆THC funds › TENET HEALTHCARE CORP NEW — 0.6% +0.6% 4.9 26,219 +26,219 0 —
☆GS funds › GOLDMAN SACHS GROUP INC TRIM — 0.6% +0.0% 4.7 4,633 -392 0 —
☆HD funds › HOME DEPOT INC TRIM — 0.6% -0.1% 4.6 12,942 -1,448 0 —
☆MCD funds › MCDONALDS CORP TRIM — 0.6% -0.1% 4.5 16,796 -96 0 —
☆SHW funds › SHERWIN WILLIAMS CO TRIM — 0.5% -0.0% 4.5 12,964 -745 0 —
☆NEM funds › NEWMONT CORP NEW — 0.5% +0.5% 4.4 47,198 +47,198 0 —
☆MRSH funds › MARSH & MCLENNAN COS INC TRIM — 0.5% -0.1% 4.4 26,268 -985 0 —
☆CRM funds › SALESFORCE INC TRIM — 0.5% -0.2% 4.3 27,549 -2,368 0 —
☆DUK funds › DUKE ENERGY CORP NEW TRIM — 0.5% -0.1% 4.3 33,777 -1,826 0 —
☆XLP funds › SELECT SECTOR SPDR TR ADD — 0.5% -0.0% 4.2 50,709 +33 0 —
☆PEP funds › PEPSICO INC TRIM — 0.5% -0.1% 4.1 30,389 -1,480 0 —
☆JLL funds › JONES LANG LASALLE INC NEW — 0.5% +0.5% 4.1 13,237 +13,237 0 —
☆BKR funds › BAKER HUGHES COMPANY TRIM — 0.5% -0.1% 4.1 73,486 -6,194 0 —
☆CBRE funds › CBRE GROUP INC TRIM — 0.5% -0.0% 4.0 29,522 -657 0 —
☆CSX funds › CSX CORP TRIM — 0.5% -0.0% 3.8 79,778 -10,475 0 —
☆NOW funds › SERVICENOW INC ADD — 0.5% -0.0% 3.7 37,453 +1,498 0 —
☆MELI funds › MERCADOLIBRE INC TRIM — 0.4% -0.0% 3.7 2,155 -4 0 —
☆LECO funds › LINCOLN ELEC HLDGS INC TRIM — 0.4% -0.0% 3.6 13,389 -497 0 —
☆NUE funds › NUCOR CORP TRIM — 0.4% +0.0% 3.4 15,469 -2,400 0 —
☆NEE funds › NEXTERA ENERGY INC TRIM — 0.4% -0.1% 3.4 38,900 -1,993 0 —
☆WMT funds › WALMART INC TRIM — 0.4% -0.1% 3.4 30,023 -849 0 —
☆NFLX funds › NETFLIX INC. ADD — 0.4% -0.1% 3.3 45,804 +3,142 0 —
☆MDY funds › STATE STR SPDR S&P MIDCAP 40 TRIM — 0.4% +0.0% 3.2 4,519 -13 0 —
☆ALL funds › ALLSTATE CORP NEW — 0.4% +0.4% 3.0 12,541 +12,541 0 —
☆ROK funds › ROCKWELL AUTOMATION INC TRIM — 0.4% +0.0% 2.9 5,870 -913 0 —
☆ADBE funds › ADOBE INC ADD — 0.3% -0.1% 2.9 14,041 +498 0 —
☆SLB funds › SLB LIMITED TRIM — 0.3% -0.1% 2.9 61,429 -4,884 0 —
☆CVX funds › CHEVRON CORPORATION TRIM — 0.3% -0.1% 2.8 17,138 -738 0 —
☆WBS funds › WEBSTER FINL CORP HOLD — 0.3% +0.0% 2.8 36,210 +0 0 —
☆XLE funds › SELECT SECTOR SPDR TR TRIM — 0.3% -0.1% 2.8 51,987 -1,013 0 —
☆BAC funds › BANK OF AMER CORP TRIM — 0.3% +0.0% 2.7 47,649 -2,988 0 —
☆MDLZ funds › MONDELEZ INTL INC TRIM — 0.3% -0.1% 2.7 46,158 -5,015 0 —
☆GNRC funds › GENERAC HLDGS INC TRIM — 0.3% +0.0% 2.4 8,134 -1,618 0 —
☆PG funds › PROCTER & GAMBLE CO TRIM — 0.3% -0.0% 2.3 15,925 -491 0 —
☆SPMD funds › SPDR SERIES TRUST ADD — 0.3% +0.0% 2.3 33,727 +212 0 —
☆RMD funds › RESMED INC HOLD — 0.3% -0.1% 2.1 11,000 +0 0 —
☆JNJ funds › JOHNSON & JOHNSON TRIM — 0.2% -0.0% 2.0 7,963 -124 0 —
☆QQQ funds › INVESCO QQQ TR TRIM — 0.2% +0.0% 2.0 2,710 -10 0 —
☆TRMB funds › TRIMBLE INC ADD — 0.2% -0.1% 1.9 36,258 +3,346 0 —
☆SO funds › SOUTHERN CO TRIM — 0.2% -0.0% 1.7 18,133 -377 0 —
☆GOOGL funds › ALPHABET INC TRIM — 0.2% +0.0% 1.7 4,842 -34 0 —
☆XLU funds › SELECT SECTOR SPDR TR TRIM — 0.2% -0.0% 1.7 37,524 -780 0 —
☆XLRE funds › SELECT SECTOR SPDR TR TRIM — 0.2% +0.0% 1.6 35,843 -151 0 —
☆ADP funds › AUTOMATIC DATA PROCESSING IN TRIM — 0.2% -0.0% 1.5 6,902 -748 0 —
☆RTX funds › RTX CORPORATION TRIM — 0.2% -0.0% 1.5 7,655 -311 0 —
☆XLB funds › SELECT SECTOR SPDR TR ADD — 0.2% -0.0% 1.4 28,380 +367 0 —
☆GE funds › GE AEROSPACE TRIM — 0.2% +0.0% 1.4 3,640 -9 0 —
☆BX funds › BLACKSTONE INC ADD — 0.2% -0.0% 1.3 11,104 +17 0 —
☆ORCL funds › ORACLE CORP ADD — 0.2% -0.0% 1.3 8,816 +146 0 —
☆UNH funds › UNITEDHEALTH GROUP INC TRIM — 0.2% +0.0% 1.3 3,108 -282 0 —
☆CAT funds › CATERPILLAR INC TRIM — 0.1% +0.0% 1.2 1,154 -100 0 —
☆GLW funds › CORNING INC HOLD — 0.1% +0.1% 1.1 4,295 +0 0 —
☆IYW funds › ISHARES TR ADD — 0.1% +0.0% 1.1 4,270 +20 0 —
☆SUB funds › ISHARES TR TRIM — 0.1% -0.1% 1.0 9,715 -3,038 0 —
☆GEV funds › GE VERNOVA INC TRIM — 0.1% +0.0% 0.9 807 -2 0 —
☆COP funds › CONOCOPHILLIPS TRIM — 0.1% -0.0% 0.9 9,015 -344 0 —
☆ABT funds › ABBOTT LABORATORIES TRIM — 0.1% -0.0% 0.9 10,048 -213 0 —
☆MRK funds › MERCK & CO INC TRIM — 0.1% -0.0% 0.9 6,926 -1,199 0 —
☆EMR funds › EMERSON ELEC CO TRIM — 0.1% +0.0% 0.9 6,149 -13 0 —
☆COST funds › COSTCO WHOLESALE CORPORATION TRIM — 0.1% -0.0% 0.9 924 -98 0 —
☆COF funds › CAPITAL ONE FINL CORP ADD — 0.1% +0.0% 0.7 3,689 +105 0 —
☆IJR funds › ISHARES TR TRIM — 0.1% +0.0% 0.7 4,618 -8 0 —
☆IVV funds › ISHARES TR ADD — 0.1% +0.0% 0.7 879 +4 0 —
☆MA funds › MASTERCARD INCORPORATED TRIM — 0.1% -0.0% 0.6 1,139 -8 0 —
☆MU funds › MICRON TECHNOLOGY INC NEW — 0.1% +0.1% 0.6 494 +494 0 —
☆NYF funds › ISHARES TR ADD — 0.1% -0.0% 0.6 10,226 +23 0 —
☆LMT funds › LOCKHEED MARTIN CORP TRIM — 0.1% -0.0% 0.5 995 -92 0 —
☆VZ funds › VERIZON COMMUNICATIONS INC TRIM — 0.1% -0.0% 0.5 11,869 -20 0 —
☆HUBB funds › HUBBELL INC HOLD — 0.1% -0.0% 0.5 900 +0 0 —
☆SPYG funds › SPDR SERIES TRUST TRIM — 0.1% +0.0% 0.5 3,881 -186 0 —
☆CB funds › CHUBB LIMITED ADD — 0.1% +0.0% 0.4 1,300 +211 0 —
☆EXR funds › EXTRA SPACE STORAGE INC TRIM — 0.0% +0.0% 0.4 2,812 -5 0 —
☆ITW funds › ILLINOIS TOOL WKS INC TRIM — 0.0% -0.0% 0.4 1,430 -13 0 —
☆OSK funds › OSHKOSH CORP HOLD — 0.0% -0.0% 0.4 2,456 +0 0 —
☆VLO funds › VALERO ENERGY CORP HOLD — 0.0% -0.0% 0.4 1,425 +0 0 —
☆SPYM funds › SPDR SERIES TRUST TRIM — 0.0% -0.9% 0.4 4,217 -89,330 0 —
☆BA funds › BOEING CO TRIM — 0.0% +0.0% 0.4 1,687 -5 0 —
☆KO funds › COCA COLA CO TRIM — 0.0% +0.0% 0.4 4,469 -1 0 —
☆SYY funds › SYSCO CORP TRIM — 0.0% +0.0% 0.4 4,258 -116 0 —
☆CVS funds › CVS HEALTH CORP TRIM — 0.0% +0.0% 0.4 3,434 -12 0 —
☆NUV funds › NUVEEN MUN VALUE FD INC TRIM — 0.0% -0.0% 0.3 36,714 -1 0 —
☆T funds › AT&T INC TRIM — 0.0% -0.0% 0.3 16,204 -559 0 —
☆AMT funds › AMERICAN TOWER CORP TRIM — 0.0% -0.0% 0.3 2,034 -606 0 —
☆DIS funds › DISNEY WALT CO TRIM — 0.0% -0.0% 0.3 3,335 -10 0 —
☆PNC funds › PNC FINL SVCS GROUP INC HOLD — 0.0% +0.0% 0.3 1,275 +0 0 —
☆SPYV funds › SPDR SERIES TRUST TRIM — 0.0% -0.0% 0.3 5,162 -302 0 —
☆IVW funds › ISHARES TR ADD — 0.0% +0.0% 0.3 2,097 +22 0 —
☆BFOR funds › ALPS ETF TR HOLD — 0.0% +0.0% 0.3 3,000 +0 0 —
☆DHR funds › DANAHER CORP DEL TRIM — 0.0% -0.8% 0.3 1,434 -31,494 0 —
☆NOC funds › NORTHROP GRUMMAN CORP TRIM — 0.0% -0.0% 0.3 525 -240 0 —
☆AMGN funds › AMGEN INC HOLD — 0.0% -0.0% 0.3 700 +0 0 —
☆PFE funds › PFIZER INC TRIM — 0.0% -0.0% 0.3 10,405 -1,504 0 —
☆GTLS funds › CHART INDS INC TRIM — 0.0% -0.0% 0.2 1,121 -296 0 —
☆ED funds › CONSOLIDATED EDISON INC HOLD — 0.0% -0.0% 0.2 2,057 +0 0 —
☆TXN funds › TEXAS INSTRS INC NEW — 0.0% +0.0% 0.2 750 +750 0 —
☆BALL funds › BALL CORP HOLD — 0.0% -0.0% 0.2 3,500 +0 0 —
☆DVN funds › DEVON ENERGY CORP NEW NEW — 0.0% +0.0% 0.2 5,140 +5,140 0 —
☆BMY funds › BRISTOL-MYERS SQUIBB CO TRIM — 0.0% -0.0% 0.2 3,620 -269 0 —
☆HSY funds › HERSHEY CO TRIM — 0.0% -0.0% 0.2 1,168 -4 0 —
☆PLG funds › PLATINUM GROUP METALS LTD HOLD — 0.0% -0.0% 0.0 13,150 +0 0 —
☆NSC funds › NORFOLK SOUTHN CORP EXIT — 0.0% -0.0% 0.0 0 -804 0 —
☆CUSIP:127097103 funds › COTERRA ENERGY INC EXIT — 0.0% -0.0% 0.0 0 -7,476 0 —
☆PLD funds › PROLOGIS INC. EXIT — 0.0% -0.5% 0.0 0 -27,366 0 —
☆DLR funds › DIGITAL RLTY TR INC EXIT — 0.0% -0.0% 0.0 0 -1,545 0 —
☆TTWO funds › TAKE-TWO INTERACTIVE SOFTWAR EXIT — 0.0% -0.5% 0.0 0 -18,878 0 —
☆CMG funds › CHIPOTLE MEXICAN GRILL INC EXIT — 0.0% -0.6% 0.0 0 -141,260 0 —
☆AFL funds › AFLAC INC EXIT — 0.0% -0.0% 0.0 0 -3,399 0 —
☆WY funds › WEYERHAEUSER CO EXIT — 0.0% -0.3% 0.0 0 -90,994 0 —
☆PSX funds › PHILLIPS 66 EXIT — 0.0% -0.0% 0.0 0 -1,158 0 —

Point-in-time history

Each row is this fund as of that period, not as of today — what the scoring for that quarter actually saw.
PeriodAUM ($M)Positions TurnoverTop-10 wtHerfindahl Quality Q Skill Universe
2026Q2 823 143 0.09 41% 0.024 0.495 — in
2026Q1 771 145 0.08 40% 0.023 0.518 — in
2025Q4 904 149 0.06 40% 0.022 0.517 — in
2025Q3 961 177 0.04 37% 0.020 0.538 — in
2025Q2 913 175 0.09 37% 0.020 0.482 — entered
2025Q1 837 169 0.00 37% 0.020 0.000 — out
Long US-equity 13F disclosures only · up to 45-day reporting lag · sells = reduce/avoid, not short. JSON: /api/signals · /api/funds · /api/status