Orange Investment Advisors, Inc. 13F Portfolio
| Entity | Category | QoQ AUM Change | AUM (13F) | # of Holdings | Performance Rank | Equities Trend |
|---|---|---|---|---|---|---|
OI Orange Investment Advisors, Inc. | Institutional Filer | ▼ 46.66% | $823.0M | 143 |
Current Portfolio Holdings
Showing all 143 reported positions by value
| # | Stock | Company Name | Sector | Shares Held | Market Value | % of Portfolio |
|---|---|---|---|---|---|---|
| 1 | LLY | Eli Lilly and Company | Healthcare | 41K | $49.7M | 6.04% |
| 2 | SPIB | SPDR SERIES TRUST | — | 1.3M | $44.8M | 5.45% |
| 3 | OBT | Orange County Bancorp, Inc. | Financial Services | 1.1M | $39.0M | 4.74% |
| 4 | SPSB | SPDR SERIES TRUST | — | 1.2M | $35.4M | 4.30% |
| 5 | XLK | Technology Select Sector SPDR Fund | — | 183K | $34.9M | 4.24% |
| 6 | NVDA | NVIDIA Corporation | Technology | 166K | $33.3M | 4.05% |
| 7 | KLAC | KLA Corporation | Technology | 91K | $27.5M | 3.34% |
| 8 | AAPL | Apple Inc. | Technology | 90K | $26.1M | 3.17% |
| 9 | ISRG | Intuitive Surgical, Inc. | Healthcare | 65K | $25.9M | 3.14% |
| 10 | GOOG | Alphabet Inc. | Communication Services | 70K | $24.6M | 2.99% |
| 11 | MSFT | Microsoft Corporation | Technology | 66K | $24.5M | 2.97% |
| 12 | AMZN | Amazon.com, Inc. | Consumer Cyclical | 74K | $17.7M | 2.15% |
| 13 | CIEN | Ciena Corporation | Technology | 32K | $15.8M | 1.92% |
| 14 | JPM | JPMorgan Chase & Co. | Financial Services | 43K | $14.1M | 1.71% |
| 15 | SPY | SPDR S&P 500 ETF Trust | — | 18K | $13.3M | 1.62% |
Showing 1 to 15 of 143 holdings