Orange Investment Advisors, Inc.
•CIK: 943442•Filing: Q4 2025
HUDSON VALLEY INVESTMENT ADVISORS INC /ADV manages $904M across a diverse portfolio of 149 positions. The fund exhibits significant concentration in technology and healthcare, with top holdings including LLY at $48.9M and NVDA at $43.9M. Further notable allocations include SPIB ($43.4M), ISRG ($37.4M), and MSFT ($35.7M). This structure suggests a growth-oriented mandate targeting established market leaders and high-growth sectors.
Total AUM
$903.9M
QoQ Performance
-5.9%
Positions
126
Top 10 Concentration
40.2%
Latest Filing
Q4 2025
Top Holdings Allocation
LLY
LLY5.4%
NVDA4.9%
SPIB4.8%
ISRG4.1%
MSFT3.9%
SPSB3.8%
OBT3.5%
AAPL3.3%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other45.4%
Technology23.6%
Healthcare11.0%
Financial6.6%
Consumer5.5%
Energy1.6%
ETF1.5%
Utilities1.2%
🚪 Exited Positionssold since Q3 2025
+25 more exited positions
Changes from Q3 2025
NEW2 new positions
↑31 increased
↓105 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023