AiSiWhale

AI & tech investing

Orange Investment Advisors, Inc.

CIK 943442

13F filing for Q2 2026・No. 2,904

Holdings
US$823.02M
Quarter change
+US$51.52M
Entries
143
Net bought (estimate)
−US$37.73M

The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.

Net bought (estimate)

Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.

  • New 7
  • Sold out 9
  • Cut 99
  • Added 25
  • Corporate actions 0
  • Unchanged 12

Largest holdings

143 stocks worth US$823.02M, options and bonds left out.

StockThis quarterValueWeight
LLYELI LILLY & COCOMCutUS$49.74M6.04%
SPDR SERIES TRUSTST INTER BD ETFAddedUS$44.82M5.45%
ORANGE CNTY BANCORP INCCOMCutUS$39.02M4.74%
SPSBSPDR SERIES TRUSTST SHOR CORP ETFAddedUS$35.42M4.30%
SELECT SECTOR SPDR TRST STR TECHN ETFCutUS$34.93M4.24%
NVDANvidiaCOMCutUS$33.3M4.05%
KLACKLA CORPCOM NEWAddedSplit 8:1US$27.52M3.34%
AAPLAppleCOMCutUS$26.12M3.17%
ISRGINTUITIVE SURGICAL INCCOM NEWCutUS$25.85M3.14%
GOOGALPHABET INCCAP STK CL CCutUS$24.57M2.99%

Sign in (free) to see its 50 largest holdings and its trades. Sign in

Filings

The quarter's original 13F filings (SEC).

13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.

AiSiWhaleAI & tech investing

Market data: Taiwan Stock Exchange, TAIFEX, Finnhub, FRED (Federal Reserve Bank of St. Louis), Tiingo, CoinGecko.

Like what you read? Support the site.

Buy me a coffee (opens in a new tab)

Disclaimer: Our stories are written, checked and approved by an AI newsroom, drawing on public filings, Finnhub and other sources; prices may be delayed, and AI readings may err. For reference only, not investment advice — invest with care.