SEC 13F Intelligence

Managers / Q4 2019 · view latest →

Orange Investment Advisors, Inc.

CIK 0000943442 · 117 GRAND STREET, SUITE 201, GOSHEN, NY, 10924 · 9142946127

Reported Value
$469M
Q4 2019
Positions
169
Filings on Record
31
2019–present window
Filed
Jan 17, 2020
original filing

Summary

Orange Investment Advisors, Inc. reported $469M in U.S.-listed holdings across 169 positions for Q4 2019.

Its largest position, ISRG, represents 5.8% of the portfolio.

Compared with Q3 2019, the fund opened 5 new positions and exited 6.

Reported Value by Quarter

13F Reported Value
Q4 ’18: $434MQ4 ’18Q1 ’19: $413MQ2 ’19: $432MQ3 ’19: $432MQ4 ’19: $469MQ4 ’19Q1 ’20: $361MQ2 ’20: $430MQ3 ’20: $464MQ4 ’20: $524MQ4 ’20Q1 ’21: $560MQ2 ’21: $575MQ3 ’21: $583MQ4 ’21: $640MQ4 ’21Q1 ’22: $745MQ2 ’22: $642MQ3 ’22: $623MQ4 ’22: $661.4BQ4 ’22Q1 ’23: $715MQ2 ’23: $738MQ3 ’23: $709MQ4 ’23: $730MQ4 ’23Q1 ’24: $835MQ2 ’24: $769MQ3 ’24: $904MQ4 ’24: $883MQ4 ’24Q1 ’25: $837MQ2 ’25: $913MQ3 ’25: $961MQ4 ’25: $904MQ4 ’25Q1 ’26: $772Mfilingsflow.com

Portfolio Composition

By security type

Composition data arrives with ticker enrichment.

Quarter-over-Quarter Changes full breakdown →

Holdings — Q4 2019

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#IssuerClass% PortfolioValueShares

Filing History

QuarterReported ValuePositionsFiledTypeLinks
Q1 2026$772M145Apr 22, 2026RESTATEMENTchanges · EDGAR ↗
Q4 2025$904M149Feb 6, 202613F-HRchanges · EDGAR ↗
Q3 2025$961M177Oct 16, 202513F-HRchanges · EDGAR ↗
Q2 2025$913M175Jul 21, 202513F-HRchanges · EDGAR ↗
Q1 2025$837M169Apr 11, 202513F-HRchanges · EDGAR ↗
Q4 2024$883M177Jan 10, 202513F-HRchanges · EDGAR ↗
Q3 2024$904M174Oct 25, 202413F-HRchanges · EDGAR ↗
Q2 2024$769M181Jul 2, 202413F-HRchanges · EDGAR ↗
Q1 2024$835M178Apr 12, 202413F-HRchanges · EDGAR ↗
Q4 2023$730M184Jan 12, 202413F-HRchanges · EDGAR ↗
Q3 2023$709M184Oct 27, 202313F-HRchanges · EDGAR ↗
Q2 2023$738M202Jul 17, 202313F-HRchanges · EDGAR ↗
Q1 2023$715M219Apr 6, 202313F-HRchanges · EDGAR ↗
Q4 2022$661.4B219Feb 1, 202313F-HRchanges · EDGAR ↗
Q3 2022$623M217Oct 11, 202213F-HRchanges · EDGAR ↗
Q2 2022$642M211Jul 18, 202213F-HRchanges · EDGAR ↗
Q1 2022$745M214Apr 20, 202213F-HRchanges · EDGAR ↗
Q4 2021$640M190Jan 24, 202213F-HRchanges · EDGAR ↗
Q3 2021$583M187Oct 26, 202113F-HRchanges · EDGAR ↗
Q2 2021$575M184Jul 7, 202113F-HRchanges · EDGAR ↗
Q1 2021$560M176Apr 23, 202113F-HRchanges · EDGAR ↗
Q4 2020$524M168Jan 15, 202113F-HRchanges · EDGAR ↗
Q3 2020$464M156Oct 13, 202013F-HRchanges · EDGAR ↗
Q2 2020$430M165Jul 7, 202013F-HRchanges · EDGAR ↗
Q1 2020$361M161Apr 29, 202013F-HRchanges · EDGAR ↗
Q4 2019$469M169Jan 17, 202013F-HRchanges · EDGAR ↗
Q3 2019$432M170Oct 18, 201913F-HRchanges · EDGAR ↗
Q2 2019$432M176Jul 16, 201913F-HRchanges · EDGAR ↗
Q1 2019$413M161Apr 10, 201913F-HRchanges · EDGAR ↗
Q4 2018$434M164Jan 17, 201913F-HRchanges · EDGAR ↗

13F filings are due up to 45 days after quarter end, so holdings shown here lag the fund’s current book. Source: original SEC filing on EDGAR ↗.