1y return+18.0%S&P 500 +20.9%
3y return+55.8%S&P 500 +68.5%
5y return+59.8%S&P 500 +74.5%
10y return+221.4%S&P 500 +256.5%
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
$100 invested in its stock picks
Since June 30, 2016: $321 against $357 in the S&P 500.2
Orange Investment Advisors, Inc.S&P 500 (SPY)
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| LLYEli Lilly & Co | $49.7M | 6.0% | −3.2% |
| SPIBSpdr Series Trust | $44.8M | 5.4% | +2.1% |
| OBTOrange Cnty Bancorp Inc | $39.0M | 4.7% | |
| SPSBSpdr Series Trust | $35.4M | 4.3% | +1.4% |
| XLKSelect Sector Spdr Tr | $34.9M | 4.2% | −2.8% |
| NVDANvidia Corporation | $33.3M | 4.0% | −10.5% |
| KLACKla Corp | $27.5M | 3.3% | +732.7% |
| AAPLApple Inc | $26.1M | 3.2% | −6.8% |
| ISRGIntuitive Surgical Inc | $25.9M | 3.1% | −1.2% |
| GOOGAlphabet Inc | $24.6M | 3.0% | −9.7% |
| MSFTMicrosoft Corp | $24.5M | 3.0% | −3.3% |
| AMZNAmazon Com Inc | $17.7M | 2.1% | −7.2% |
| CIENCiena Corp | $15.8M | 1.9% | −15.0% |
| JPMJpmorgan Chase & Co | $14.1M | 1.7% | −5.1% |
| SPYState Str Spdr S&p 500 Etf T | $13.3M | 1.6% | −1.1% |
| AVGOBroadcom Inc | $12.1M | 1.5% | −12.3% |
| ABBVAbbvie Inc | $11.5M | 1.4% | |
| AXPAmerican Express Co | $11.2M | 1.4% | −5.5% |
| XLFSelect Sector Spdr Tr | $10.5M | 1.3% | |
| VVisa Inc | $9.8M | 1.2% | −4.0% |
| CSCOCisco Sys Inc | $9.3M | 1.1% | −9.8% |
| SPSMSpdr Series Trust | $8.8M | 1.1% | |
| FLOTIshares Tr | $8.8M | 1.1% | |
| AMDAdvanced Micro Devices Inc | $8.6M | 1.1% | −9.7% |
| IBMInternational Business Machs | $8.6M | 1.0% | +4.5% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| NVDANvidia Corporation | June 30, 2020 | +2006.7% | $33.3M |
| CIENCiena Corp | June 30, 2020 | +805.8% | $15.8M |
| AVGOBroadcom Inc | September 30, 2022 | +750.7% | $12.1M |
| LLYEli Lilly & Co | June 30, 2020 | +630.6% | $49.7M |
| AMDAdvanced Micro Devices Inc | March 31, 2022 | +431.3% | $8.6M |
| GOOGAlphabet Inc | June 30, 2020 | +399.9% | $24.6M |
| MSMorgan Stanley | June 30, 2020 | +332.8% | $8.3M |
| JPMJpmorgan Chase & Co | June 30, 2020 | +248.0% | $14.1M |
| URIUnited Rentals Inc | March 31, 2022 | +218.9% | $7.2M |
| AAPLApple Inc | June 30, 2020 | +217.3% | $26.1M |
Sold off last quarter
- CMGChipotle Mexican Grill Inc was $4.5M
- TTWOTake-two Interactive Softwar was $3.7M
- PLDPrologis Inc. was $3.6M
- WYWeyerhaeuser Co was $2.2M
- AFLAflac Inc was $373K
- DLRDigital Rlty Tr Inc was $278K
- CTRACoterra Energy Inc was $263K
- NSCNorfolk Southn Corp was $231K
- PSXPhillips 66 was $211K
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +10.6% | +14.8% |
| March 31, 2026 | −4.2% | −4.6% |
| December 31, 2025 | +5.1% | +2.4% |
| September 30, 2025 | +6.0% | +7.8% |
| June 30, 2025 | +8.5% | +10.5% |
| March 31, 2025 | −4.9% | −4.6% |
| December 31, 2024 | −0.6% | +2.1% |
| September 30, 2024 | +5.7% | +5.4% |
| June 30, 2024 | +2.8% | +4.0% |
| March 31, 2024 | +9.2% | +10.0% |
| December 31, 2023 | +10.9% | +11.2% |
| September 30, 2023 | −2.3% | −3.6% |
| June 30, 2023 | +6.9% | +8.3% |
| March 31, 2023 | +3.9% | +7.0% |
| December 31, 2022 | +8.6% | +7.1% |
| September 30, 2022 | −5.5% | −5.3% |
| June 30, 2022 | −13.3% | −16.5% |
| March 31, 2022 | −7.0% | −4.9% |
| December 31, 2021 | +10.3% | +10.7% |
| September 30, 2021 | +1.1% | +0.3% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Orange Investment Advisors, Inc. Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=943442&type=13F-HR&dateb=&owner=include&count=40CIK 943442
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/943442/000208585326000795/Filed July 21, 2026 · accession 0002085853-26-000795