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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 5 of 8  ·  143 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 QQQ INVESCO QQQ TR Financial Services 2,710.0 $2.0M 0.24% $736.40 -2.8%
82 TRMB TRIMBLE INC Technology 36,258.0 $1.9M 0.23% +3K +10.2% $51.18 +15.8%
83 SO SOUTHERN CO Utilities 18,133.0 $1.7M 0.21% -377.0 -2.0% $95.71 -3.7%
84 GOOGL ALPHABET INC Communication Services 4,842.0 $1.7M 0.21% -34.0 -0.7% $357.37 -3.5%
85 XLU SELECT SECTOR SPDR TR 37,524.0 $1.7M 0.21% -780.0 -2.0% $45.34 -2.9%
86 XLRE SELECT SECTOR SPDR TR 35,843.0 $1.6M 0.19% $44.03 +2.2%
87 ADP AUTOMATIC DATA PROCESSING IN Industrials 6,902.0 $1.5M 0.19% -748.0 -9.8% $223.95 +23.8%
88 RTX RTX CORPORATION Industrials 7,655.0 $1.5M 0.18% -311.0 -3.9% $189.73 +16.1%
89 XLB SELECT SECTOR SPDR TR 28,380.0 $1.4M 0.17% +367.0 +1.3% $50.83 +3.3%
90 GE GE AEROSPACE Industrials 3,640.0 $1.4M 0.17% $373.73 -4.7%
91 BX BLACKSTONE INC Financial Services 11,104.0 $1.3M 0.16% $117.67 +23.3%
92 ORCL ORACLE CORP Technology 8,816.0 $1.3M 0.16% +146.0 +1.7% $146.56 -1.9%
93 UNH UNITEDHEALTH GROUP INC Healthcare 3,108.0 $1.3M 0.16% -282.0 -8.3% $415.57 -6.5%
94 CAT CATERPILLAR INC Industrials 1,154.0 $1.2M 0.15% -100.0 -8.0% $1064.90 -23.4%
95 GLW CORNING INC Technology 4,295.0 $1.1M 0.13% $255.43 -40.3%
96 IYW ISHARES TR 4,270.0 $1.1M 0.13% $252.23 -1.8%
97 SUB ISHARES TR 9,715.0 $1.0M 0.13% -3K -23.8% $106.47 -0.2%
98 GEV GE VERNOVA INC Utilities 807.0 $948K 0.12% $1174.86 -16.0%
99 COP CONOCOPHILLIPS Energy 9,015.0 $937K 0.11% -344.0 -3.7% $103.96 +25.6%
100 ABT ABBOTT LABORATORIES Healthcare 10,048.0 $912K 0.11% -213.0 -2.1% $90.74 +26.1%
Page 5 of 8  ·  143 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%