Orange Investment Advisors, Inc.
SEC Form 13F institutional filer · CIK 0000943442
13F-HR · 124 reported holdings · 2026-03-31
Reported long-US-equity value
$0.62B
Top-10 concentration
39.7%
Orange Investment Advisors, Inc. — $622M AUM allocation strategy
Orange Investment Advisors, Inc. files SEC Form 13F and reports $622M of long US equity value across 124 reported holdings for 2026-03-31.
Its largest sector bet is Information Technology 20.0%, followed by Health Care 14.3% and Financials 5.3%.
The top 10 holdings account for 40% of reported value — a broadly spread portfolio. The sector and industry splits below are of the same reported value. Track quarter-over-quarter adds, trims, new positions and exits below — sourced from SEC 13F filings, public domain.
Orange Investment Advisors, Inc. — latest SEC 13F insights
Reported long-US-equity value (13F AUM)
$622M
total across 124 reported holdings · 2026-03-31 · excludes shorts, cash, non-US
Top-10 concentration
40% of value
higher = narrower conviction; lower = spread / hedging
Biggest adds (shares)
+$SPYM +31.4K sh · +$2.17M+$NOW +4.26K sh · −$1.1M+$XLRE +1.53K sh · +$78.9K
Biggest trims (shares)
−$NVDA −49.4K sh · −$11.5M−$CMG −38.2K sh · −$2.12M−$CSX −26.3K sh · −$522K
Exited to nil (held last quarter, gone now)
$ALB ($308K last qtr)$HON ($255K last qtr)$TSLA ($236K last qtr)
Sector allocation (share of reported value)
each slice is a share of the reported long-US-equity value — smaller sectors and the rest of the book roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Industry allocation (share of reported value)
- Semiconductors7.0%—
- Pharmaceuticals6.3%—
- Health Care Equipment6.3%—
- Interactive Media & Services5.0%—
- Systems Software4.1%—
- Technology Hardware, Storage & Peripherals3.9%—
- Broadline Retail2.7%—
- Semiconductor Materials & Equipment2.6%—
- Other holdings62.1%—
the finer GICS cut of the same book — same denominator — smaller industries roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Top S&P 500 holdings
9 of 9 rows · sorted by Value ↓
| Ticker | Holding | Shares | Value | Δ QoQ | Weight |
|---|---|---|---|---|---|
| $LLY | Eli Lilly and Company | 42.8K | $39.4M | -2.66K | 6.3% |
| $NVDA | NVIDIA Corporation | 186K | $32.4M | -49.4K | 5.2% |
| $ISRG | Intuitive Surgical Inc | 65.8K | $30.3M | -200 | 4.9% |
| $MSFT | Microsoft Corporation | 67.8K | $25.1M | -6.07K | 4.0% |
| $AAPL | Apple Inc | 96.8K | $24.6M | -14.3K | 4.0% |
| $GOOGL | Alphabet Inc | 77K | $22.1M | -17.3K | 3.6% |
| $AMZN | Amazon.com Inc | 79.9K | $16.6M | -12K | 2.7% |
| $KLAC | KLA Corporation | 11K | $16.1M | -2.91K | 2.6% |
| $CIEN | Ciena Corporation | 37.9K | $14.7M | -12K | 2.4% |
…and 115 more holdings in the full 13F filing (top positions only shown).
SEC Form 13F data sets · public domain · 45-day filing lag · >$100M AUM managers · as reported
← All 13F filers·← QuantOrb.pro
How to read Δ QoQ — the five insight categories, and the caveats
The categories. Analysts, quants and retail traders look past total portfolio value to isolate actionable signals. Five categories matter.
Conviction & concentration shifts
New positions vs complete exits — a brand-new stock signals high conviction; a full liquidation suggests a broken thesis or tax-loss harvesting. Aggressive sizing — look at share count, not dollars: a 20% share increase during a drawdown is strong dip-buying. Concentration — a narrowing top-5/10 means conviction; spreading capital across more names means hedging.
Sector & macro allocation rotations
Aggregating Δ QoQ moves across sectors shows where smart money is leaning in or sneaking out — rotating out of growth into defensives or energy, for example. The fund's total long equity exposure quarter-over-quarter is a proxy for overall institutional risk appetite.
Crowding & smart-money consensus
When several managers initiate or expand the same stock in the same quarter, that is institutional consensus. Contrarian reads: top pickers buying hard into a beaten-down name the market is selling.
Derivative & option overlays
Reported call/put changes indicate whether managers are adding downside hedges or leveraging upside exposure. Note: a long increase may be half of a market-neutral pair trade.
Who reads this
| Retail "cloners" | High-conviction ideas to replicate ~45 days after quarter-end. |
| Corporate IR | Which funds bought or dumped the stock, before the next call. |
| Quant / algo traders | Cross-sectional factor inputs: flow, momentum, ownership. |
Four caveats before you trade on it
- 45-day lag — holdings are quarter-end; positions may already be closed.
- Long-only — 13Fs miss shorts, pair trades and cash.
- No non-US / fixed income — the picture is US equities plus options.
- Corporate actions — splits and spinoffs distort raw share deltas.
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