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Portfolio (Quarterly) Guide ↗

Orange Investment Advisors, Inc.

· CIK 0000943442
13F Portfolio $772M AUM 145 positions Filed Apr 22, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 3 New 10 Added 108 Reduced 7 Exited
Page 4 of 8  ·  145 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 TTWO TAKE-TWO INTERACTIVE SOFTWAR Communication Services 18,878.0 $3.7M 0.48% -3K -12.1% $197.50 +22.6%
62 CSX CSX CORP Industrials 90,253.0 $3.7M 0.48% -26K -22.6% $41.05 +12.5%
63 CVX CHEVRON CORPORATION Energy 17,876.0 $3.7M 0.48% -665.0 -3.6% $206.90 -5.2%
64 PLD PROLOGIS INC. Real Estate 27,366.0 $3.6M 0.47% -6K -17.4% $132.18 +7.7%
65 LECO LINCOLN ELEC HLDGS INC Industrials 13,886.0 $3.5M 0.45% -4K -20.1% $249.08 +4.7%
66 SLB SLB LIMITED Energy 66,313.0 $3.4M 0.44% -22K -24.6% $51.39 +11.2%
67 AMD ADVANCED MICRO DEVICES INC Technology 16,493.0 $3.4M 0.43% -1K -8.2% $203.43 +103.5%
68 ADBE ADOBE INC Technology 13,543.0 $3.3M 0.43% -16K -54.2% $243.08 +4.9%
69 XLE SELECT SECTOR SPDR TR 53,000.0 $3.2M 0.42% -5K -8.4% $61.26 +0.0%
70 NUE NUCOR CORP Basic Materials 17,869.0 $3.0M 0.39% -5K -20.2% $169.09 +33.9%
71 MDLZ MONDELEZ INTL INC Consumer Defensive 51,173.0 $2.9M 0.38% -7K -11.8% $57.64 +6.9%
72 MDY STATE STR SPDR S&P MIDCAP 40 Financial Services 4,532.0 $2.8M 0.36% +194.0 +4.5% $616.76 +5.7%
73 WBS WEBSTER FINL CORP Financial Services 36,210.0 $2.5M 0.33% -2K -4.6% $69.42 +3.3%
74 RMD RESMED INC Healthcare 11,000.0 $2.5M 0.32% $224.48 -9.1%
75 BAC BANK AMERICA CORP Financial Services 50,637.0 $2.5M 0.32% -11K -17.8% $48.75 +4.0%
76 ROK ROCKWELL AUTOMATION INC Industrials 6,783.0 $2.4M 0.32% -1K -15.0% $358.88 +21.6%
77 PG PROCTER & GAMBLE CO Consumer Defensive 16,416.0 $2.4M 0.31% -907.0 -5.2% $144.44 -1.4%
78 WY WEYERHAEUSER CO Real Estate 90,994.0 $2.2M 0.29% -10K -9.6% $24.43 -6.4%
79 TRMB TRIMBLE INC Technology 32,912.0 $2.1M 0.28% -6K -15.7% $65.23 -15.7%
80 SPMD SPDR SERIES TRUST 33,515.0 $2.0M 0.26% +2K +5.5% $59.22 +5.8%
Page 4 of 8  ·  145 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 27.7%
Financial Services 19.2%
Healthcare 18.9%
Consumer Cyclical 8.0%
Communication Services 7.1%
Industrials 7.0%
Energy 4.3%
Consumer Defensive 2.7%
Real Estate 1.9%
Utilities 1.9%