Orange Investment Advisors
Orange Investment Advisors reported 137 stocks worth $802M in its 13F filing for Q3 2026, filed Oct 23, 2026. Its largest holdings are LLY (5.9%), SPIB (5.6%) and OBT (4.9%). Compared with Q2 2026, the fund opened new positions in XOM, AVDV and SAN, added to SPIB, SPSB and GOOG, trimmed LLY, NVDA and XLK and sold out of XOM, SBUX and NOW.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  LLY Eli Lilly & Co | $47.4M | 5.9% | 41K | −483 (−1%) | 8 of 8 | |
| 2 |  SPIB Spdr Series Trust | $44.6M | 5.6% | 1.4M | +43K (+3%) | 8 of 8 | |
| 3 |  OBT Orange Cnty Bancorp Inc | $39.2M | 4.9% | 1.1M | No change | 8 of 8 | |
| 4 |  NVDA Nvidia Corporation | $36.3M | 4.5% | 159K | −7,606 (−5%) | 8 of 8 | |
| 5 |  SPSB State Street | $36M | 4.5% | 1.2M | +36K (+3%) | 8 of 8 | |
| 6 |  XLK Select Sector Spdr TR | $34.6M | 4.3% | 177K | −6,696 (−4%) | 8 of 8 | |
| 7 |  MSFT Microsoft Corp | $32.3M | 4.0% | 63K | −2,502 (−4%) | 8 of 8 | |
| 8 |  AAPL Apple Inc | $29M | 3.6% | 87K | −3,243 (−4%) | 8 of 8 | |
| 9 |  ISRG Intuitive Surgical Inc | $26.4M | 3.3% | 65K | No change | 8 of 8 | |
| 10 |  GOOG Alphabet Inc | $24M | 3.0% | 70K | +862 (+1%) | 8 of 8 |
Positions at Sep 30, 2026, as reported. Change is against the fund's Q2 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q2 2026, gone in Q3 2026| Stock | Value last quarter | Shares sold |
|---|---|---|
 XOM Exxon Mobil Corp | $7.5M | 55K |
 SBUX Starbucks Corp | $4.9M | 48K |
 NOW Servicenow Inc | $3.7M | 37K |
WEBSTER FINL CORP | $2.8M | 36K |
 MDLZ Mondelez Intl Inc | $2.7M | 46K |
🔒 Free account: see all 10.
Reported value
last 8 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q3 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Oct 23, 2026 | 13F-HR | Q3 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Orange Investment Advisors 13F FAQ
What does Orange Investment Advisors own?
Orange Investment Advisors reported 137 stocks worth $802M in its 13F filing for Q3 2026, filed Oct 23, 2026. Its largest holdings are LLY (5.9%), SPIB (5.6%) and OBT (4.9%). The table above lists every position in the filing (the top 10 without an account).
What did Orange Investment Advisors buy and sell in Q3 2026?
Compared with Q2 2026: 4 new positions, 23 added to, 84 trimmed and 10 sold out. New positions include XOM, AVDV and SAN. It sold all of XOM, SBUX and NOW.
When will Orange Investment Advisors file its next 13F?
Holdings as of Dec 31, 2026 are due by Feb 15, 2027. The filing appears on this page within minutes of reaching the SEC.
How much is Orange Investment Advisors's portfolio worth?
The Q3 2026 filing reports $802M in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.