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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 6 of 8  ·  143 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 MRK MERCK & CO INC Healthcare 6,926.0 $890K 0.11% -1K -14.8% $128.49 +18.5%
102 EMR EMERSON ELEC CO Industrials 6,149.0 $880K 0.11% $143.14 +10.1%
103 COST COSTCO WHOLESALE CORPORATION Consumer Defensive 924.0 $864K 0.10% -98.0 -9.6% $935.47 +2.3%
104 COF CAPITAL ONE FINL CORP Financial Services 3,689.0 $740K 0.09% +105.0 +2.9% $200.62 +10.0%
105 IJR ISHARES TR 4,618.0 $685K 0.08% $148.31 -0.3%
106 IVV ISHARES TR 879.0 $658K 0.08% $748.89 +3.2%
107 MA MASTERCARD INCORPORATED Financial Services 1,139.0 $585K 0.07% -8.0 -0.7% $513.60 +11.7%
108 MU MICRON TECHNOLOGY INC Technology 494.0 $570K 0.07% NEW $1154.29 -18.8%
109 NYF ISHARES TR 10,226.0 $551K 0.07% $53.91 -1.9%
110 LMT LOCKHEED MARTIN CORP Industrials 995.0 $507K 0.06% -92.0 -8.5% $509.58 +15.6%
111 VZ VERIZON COMMUNICATIONS INC Communication Services 11,869.0 $503K 0.06% $42.34 +16.6%
112 HUBB HUBBELL INC Industrials 900.0 $471K 0.06% $523.20 -9.1%
113 SPYG SPDR SERIES TRUST 3,881.0 $462K 0.06% -186.0 -4.6% $118.99 +1.4%
114 CB CHUBB LIMITED Financial Services 1,300.0 $443K 0.05% -8.0 -0.6% $340.71 +0.1%
115 EXR EXTRA SPACE STORAGE INC Real Estate 2,812.0 $409K 0.05% $145.30 +1.8%
116 ITW ILLINOIS TOOL WKS INC Industrials 1,430.0 $387K 0.05% -13.0 -0.9% $270.47 +5.1%
117 OSK OSHKOSH CORP Industrials 2,456.0 $377K 0.05% $153.48 -2.4%
118 VLO VALERO ENERGY CORP Energy 1,425.0 $371K 0.04% $260.44 +33.0%
119 SPYM SPDR SERIES TRUST 4,217.0 $371K 0.04% -89K -95.5% $87.88 +3.0%
120 BA BOEING CO Industrials 1,687.0 $365K 0.04% $216.47 +2.6%
Page 6 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%