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Orange Investment Advisors, Inc.

Q1 2024 Holdings

Filed 2024-04-12 | 178 holdings | $834.9M | 13F-HR | View on SEC ↗ · Holdings Table ↗

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IssuerClassCUSIPValue ↑Shares% Portfolio
Spdr Sector Health Care ETF(XLV)COM81369Y209$9.5M64,6221.1%
Ishares 1-5 Year Investment Grade Corporate Bond E(IGSB)COM464288646$9.7M188,8871.2%
Danaher Corp(DHR)COM235851102$9.8M39,2761.2%
AbbVie Inc(ABBV)COM00287Y109$9.9M54,1921.2%
Adobe Systems Inc(ADBE)COM00724F101$10.2M20,2351.2%
Chipotle Mexican Grill Inc. COM(CMG)COM169656105$10.5M3,6221.3%
Visa Inc Class A(V)COM92826C839$10.8M38,8471.3%
United Rentals Inc(URI)COM911363109$11.0M15,2451.3%
Thermo Fisher Scientific Inc(TMO)COM883556102$11.0M18,9271.3%
The Home Depot Inc(HD)COM437076102$11.1M28,9371.3%
Marsh & Mclennan Companies Inc(MRSH)COM571748102$11.1M54,0621.3%
American Express Co(AXP)COM025816109$11.7M51,2061.4%
K L A Tencor Corp(KLAC)COM482480100$12.3M17,5601.5%
Exxon Mobil Corp(XOM)COM30231G102$13.5M116,1361.6%
Advanced Micro Devices Inc(AMD)COM007903107$13.8M76,4951.7%
Spdr S&P 500 ETF(SPY)COM78462F103$15.1M28,9361.8%
Amazon.com Inc(AMZN)COM023135106$15.7M87,0761.9%
Alphabet Inc C(GOOG)COM02079K107$16.9M110,6732.0%
JPMorgan Chase & Co(JPM)COM46625H100$17.7M88,3472.1%
Spdr Portfolio Short Term Corporate Bond ETF(SPSB)COM78464A474$19.2M645,1122.3%
Technology Select Sector Spdr ETF(XLK)COM81369Y803$19.6M93,9642.3%
Apple Inc(AAPL)COM037833100$23.2M135,1492.8%
Orange County Bancorp Inc.(OBT)COM68417L107$27.7M602,2793.3%
Intuitive Surgical Inc(ISRG)COM46120E602$28.6M71,6513.4%
Spdr Portfolio Intermediate Term Corporate Bond ETF(SPIB)COM78464A375$31.2M953,6253.7%
Nvidia Corp(NVDA)COM67066G104$34.3M37,9904.1%
Microsoft Corp(MSFT)COM594918104$39.5M93,9984.7%
Eli Lilly and Co(LLY)COM532457108$40.0M51,3914.8%
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