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Portfolio (Quarterly) Guide ↗

Orange Investment Advisors, Inc.

· CIK 0000943442
13F Portfolio $904M AUM Filed Feb 6, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 149 New
Page 4 of 8  ·  149 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 PLD PROLOGIS INC. Real Estate 33,112.0 $4.2M 0.47% NEW $127.66 +11.6%
62 CSX CSX CORP Industrials 116,591.0 $4.2M 0.47% NEW $36.25 +27.1%
63 LECO LINCOLN ELEC HLDGS INC Industrials 17,386.0 $4.2M 0.46% NEW $239.65 +5.9%
64 XLP SELECT SECTOR SPDR TR 51,862.0 $4.0M 0.45% NEW $77.68 +10.1%
65 NEE NEXTERA ENERGY INC Utilities 50,140.0 $4.0M 0.45% NEW $80.28 +12.2%
66 AMD ADVANCED MICRO DEVICES INC Technology 17,969.0 $3.8M 0.43% NEW $214.16 +109.0%
67 NUE NUCOR CORP Basic Materials 22,391.0 $3.7M 0.40% NEW $163.10 +35.9%
68 OWL BLUE OWL CAPITAL INC Financial Services 243,004.0 $3.6M 0.40% NEW $14.94 -36.9%
69 WMT WALMART INC Consumer Defensive 31,944.0 $3.6M 0.39% NEW $111.41 +20.5%
70 BAC BANK AMERICA CORP Financial Services 61,614.0 $3.4M 0.38% NEW $55.00 -6.9%
71 SLB SLB LIMITED Energy 87,993.0 $3.4M 0.37% NEW $38.38 +47.9%
72 MDLZ MONDELEZ INTL INC Consumer Defensive 57,985.0 $3.1M 0.34% NEW $53.83 +13.9%
73 ROK ROCKWELL AUTOMATION INC Industrials 7,978.0 $3.1M 0.34% NEW $389.07 +8.5%
74 TRMB TRIMBLE INC Technology 39,060.0 $3.1M 0.34% NEW $78.35 -30.4%
75 CVX CHEVRON CORP NEW Energy 18,541.0 $2.8M 0.31% NEW $152.41 +29.4%
76 RMD RESMED INC Healthcare 11,000.0 $2.6M 0.29% NEW $240.87 -13.7%
77 MDY SPDR S&P MIDCAP 400 ETF TR Financial Services 4,338.0 $2.6M 0.29% NEW $603.28 +10.1%
78 XLE SELECT SECTOR SPDR TR 57,881.0 $2.6M 0.29% NEW $44.71 +33.8%
79 PG PROCTER AND GAMBLE CO Consumer Defensive 17,323.0 $2.5M 0.28% NEW $143.31 -1.4%
80 WBS WEBSTER FINL CORP Financial Services 37,958.0 $2.4M 0.26% NEW $62.94 +13.9%
Page 4 of 8  ·  149 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 29.6%
Healthcare 19.5%
Financial Services 18.4%
Consumer Cyclical 8.0%
Communication Services 7.7%
Industrials 6.5%
Energy 3.1%
Consumer Defensive 2.3%
Real Estate 1.8%
Utilities 1.6%