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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
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 THC TENET HEALTHCARE CORP Healthcare 26,219.0 $4.9M 0.60% NEW $187.08 +40.0%
2 NEM NEWMONT CORP Basic Materials 47,198.0 $4.4M 0.54% NEW $93.40 +32.1%
3 JLL JONES LANG LASALLE INC Real Estate 13,237.0 $4.1M 0.50% NEW $309.95 +8.5%
4 ALL ALLSTATE CORP Financial Services 12,541.0 $3.0M 0.36% NEW $237.94 +5.0%
5 MU MICRON TECHNOLOGY INC Technology 494.0 $570K 0.07% NEW $1154.29 -12.0%
6 TXN TEXAS INSTRS INC Technology 750.0 $224K 0.03% NEW $298.07 -10.5%
7 DVN DEVON ENERGY CORP NEW Energy 5,140.0 $212K 0.03% NEW $41.32 +17.6%

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 31.0%
Financial Services 21.0%
Healthcare 19.2%
Industrials 7.6%
Consumer Cyclical 7.0%
Energy 4.1%
Communication Services 2.4%
Consumer Defensive 2.4%
Basic Materials 2.0%
Utilities 1.8%