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Portfolio (Quarterly) Guide ↗

Orange Investment Advisors, Inc.

· CIK 0000943442
13F Portfolio $823M AUM 143 positions Filed Jul 21, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 7 New 17 Added 78 Reduced 9 Exited
Page 3 of 4  ·  78 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 NEE NEXTERA ENERGY INC Utilities 38,900.0 $3.4M 0.41% -2K -4.9% $87.77 -3.1%
42 WMT WALMART INC Consumer Defensive 30,023.0 $3.4M 0.41% -849.0 -2.8% $113.26 -8.3%
43 ROK ROCKWELL AUTOMATION INC Industrials 5,870.0 $2.9M 0.35% -913.0 -13.5% $495.08 -12.9%
44 SLB SLB LIMITED Energy 61,429.0 $2.9M 0.35% -5K -7.4% $46.49 +15.2%
45 CVX CHEVRON CORPORATION Energy 17,138.0 $2.8M 0.34% -738.0 -4.1% $165.76 +24.1%
46 XLE SELECT SECTOR SPDR TR 51,987.0 $2.8M 0.34% -1K -1.9% $53.11 +20.0%
47 BAC BANK OF AMER CORP Financial Services 47,649.0 $2.7M 0.33% -3K -5.9% $56.98 +8.6%
48 MDLZ MONDELEZ INTL INC Consumer Defensive 46,158.0 $2.7M 0.32% -5K -9.8% $57.84 +10.9%
49 GNRC GENERAC HLDGS INC Industrials 8,134.0 $2.4M 0.29% -2K -16.6% $292.81 -29.4%
50 PG PROCTER & GAMBLE CO Consumer Defensive 15,925.0 $2.3M 0.28% -491.0 -3.0% $146.64 -2.5%
51 JNJ JOHNSON & JOHNSON Healthcare 7,963.0 $2.0M 0.25% -124.0 -1.5% $253.97 +5.3%
52 SO SOUTHERN CO Utilities 18,133.0 $1.7M 0.21% -377.0 -2.0% $95.71 -4.5%
53 GOOGL ALPHABET INC Communication Services 4,842.0 $1.7M 0.21% -34.0 -0.7% $357.37 -4.7%
54 XLU SELECT SECTOR SPDR TR 37,524.0 $1.7M 0.21% -780.0 -2.0% $45.34 -3.5%
55 ADP AUTOMATIC DATA PROCESSING IN Industrials 6,902.0 $1.5M 0.19% -748.0 -9.8% $223.95 +24.7%
56 RTX RTX CORPORATION Industrials 7,655.0 $1.5M 0.18% -311.0 -3.9% $189.73 +11.9%
57 UNH UNITEDHEALTH GROUP INC Healthcare 3,108.0 $1.3M 0.16% -282.0 -8.3% $415.57 -7.4%
58 CAT CATERPILLAR INC Industrials 1,154.0 $1.2M 0.15% -100.0 -8.0% $1064.90 -23.4%
59 SUB ISHARES TR 9,715.0 $1.0M 0.13% -3K -23.8% $106.47 -0.1%
60 COP CONOCOPHILLIPS Energy 9,015.0 $937K 0.11% -344.0 -3.7% $103.96 +29.8%
Page 3 of 4  ·  78 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 29.8%
Financial Services 20.2%
Healthcare 18.5%
Industrials 7.3%
Consumer Cyclical 6.7%
Communication Services 6.2%
Energy 3.9%
Consumer Defensive 2.3%
Basic Materials 2.0%
Utilities 1.7%