Portfolio (Quarterly)
Guide ↗
Orange Investment Advisors, Inc.
· CIK 0000943442| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 141 | BMY | BRISTOL-MYERS SQUIBB CO | Healthcare | 3,620.0 | $209K | 0.03% | -269.0 | -6.9% | $57.62 | +17.3% |
| 142 | HSY | HERSHEY CO | Consumer Defensive | 1,168.0 | $205K | 0.03% | — | — | $175.45 | +7.6% |
| 143 | PLG | PLATINUM GROUP METALS LTD | Basic Materials | 13,150.0 | $18K | 0.00% | — | — | $1.35 | +11.9% |
① 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%