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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 5 of 8  ·  149 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 WY WEYERHAEUSER CO MTN BE Real Estate 100,617.0 $2.4M 0.26% NEW $23.69 -3.4%
82 ORCL ORACLE CORP Technology 11,725.0 $2.3M 0.25% NEW $194.92 -6.9%
83 ADP AUTOMATIC DATA PROCESSING IN Industrials 7,883.0 $2.0M 0.22% NEW $257.23 -14.2%
84 JNJ JOHNSON & JOHNSON Healthcare 9,107.0 $1.9M 0.21% NEW $206.95 +11.1%
85 SPMD SPDR SERIES TRUST 31,765.0 $1.8M 0.20% NEW $57.91 +10.2%
86 XLU SELECT SECTOR SPDR TR 41,787.0 $1.8M 0.20% NEW $42.69 +4.3%
87 RTX RTX CORPORATION Industrials 9,642.0 $1.8M 0.20% NEW $183.40 -4.9%
88 QQQ INVESCO QQQ TR Financial Services 2,867.0 $1.8M 0.20% NEW $614.31 +16.1%
89 BX BLACKSTONE INC Financial Services 11,087.0 $1.7M 0.19% NEW $154.14 -24.2%
90 GNRC GENERAC HLDGS INC Industrials 12,405.0 $1.7M 0.19% NEW $136.37 +78.9%
91 SO SOUTHERN CO Utilities 19,000.0 $1.7M 0.18% NEW $87.20 +8.0%
92 GOOGL ALPHABET INC Communication Services 5,113.0 $1.6M 0.18% NEW $313.00 +23.9%
93 XLRE SELECT SECTOR SPDR TR 34,468.0 $1.4M 0.15% NEW $40.35 +10.1%
94 SUB ISHARES TR 12,753.0 $1.4M 0.15% NEW $106.70 -0.5%
95 ABT ABBOTT LABS Healthcare 10,411.0 $1.3M 0.14% NEW $125.29 -29.5%
96 COST COSTCO WHSL CORP NEW Consumer Defensive 1,482.0 $1.3M 0.14% NEW $862.34 +26.9%
97 XLB SELECT SECTOR SPDR TR 27,937.0 $1.3M 0.14% NEW $45.35 +9.7%
98 GE GE AEROSPACE Industrials 3,649.0 $1.1M 0.12% NEW $308.03 -7.4%
99 COP CONOCOPHILLIPS Energy 11,614.0 $1.1M 0.12% NEW $93.61 +33.0%
100 CMC COMMERCIAL METALS CO Basic Materials 14,610.0 $1.0M 0.11% NEW $69.22 +0.2%
Page 5 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%