Orange Investment Advisors, Inc. Diversified Active

Location: Goshen, NY

CIK: 0000943442 · Show all filings

Period: Q2 2016 (← Previous) (Next →)

Filing Date: Aug 17, 2016

Total Value: $312M (100.0% shares, 0.0% debt)

Holdings (153)

OBT ORANGE CNTY BANCORP INC 7.0%
Value $21.68M Shares 467,723 Est. Cost $10.78 Unrealized +8.3%
MDT MEDTRONIC PLC 4.8%
Value $14.82M Shares 170,812 Est. Cost $58.21 Unrealized +9.1%
ISRG INTUITIVE SURGICAL INC NEW 4.1%
Value $12.87M Shares 19,460 Est. Cost $56.31 Unrealized +25.0%
JNJ JOHNSON & JOHNSON 3.2%
Value $10.04M Shares 82,746 Est. Cost $59.91 Unrealized +45.3%
HD HOME DEPOT INC 2.8%
Value $8.718M Shares 68,272 Est. Cost $56.17 Unrealized +86.9%
STERLING BANCORP DEL COM 2.7%
Value $8.528M Shares 543,190 Est. Cost $13.37 Unrealized
XOM EXXON MOBIL CORPORATION 2.6%
Value $7.978M Shares 85,106 Est. Cost $53.86 Unrealized +7.4%
GENERAL ELECTRIC COMPANY 2.3%
Value $7.139M Shares 226,774 Est. Cost $23.46 Unrealized
MSFT MICROSOFT CORP 2.3%
Value $7.035M Shares 137,491 Est. Cost $27.76 Unrealized +65.7%
CVS C V S CORP DEL 2.0%
Value $6.273M Shares 65,524 Est. Cost $42.92 Unrealized +73.6%
TMO THERMO ELECTRON CORP 2.0%
Value $6.213M Shares 42,050 Est. Cost $80.64 Unrealized +78.1%
PEP PEPSICO INCORPORATED 1.9%
Value $6.063M Shares 57,229 Est. Cost $56.38 Unrealized +36.7%
VZ VERIZON COMMUNICATIONS 1.8%
Value $5.631M Shares 100,848 Est. Cost $27.05 Unrealized +16.3%
PFE PFIZER INCORPORATED 1.8%
Value $5.572M Shares 158,243 Est. Cost $16.61 Unrealized +26.7%
INTC INTEL CORP 1.7%
Value $5.435M Shares 165,703 Est. Cost $17.49 Unrealized +43.6%
JPM JP MORGAN CHASE & CO 1.7%
Value $5.374M Shares 86,475 Est. Cost $37.61 Unrealized +28.5%
CVX CHEVRONTEXACO CORP 1.6%
Value $4.977M Shares 47,472 Est. Cost $71.15 Unrealized -6.2%
CSCO CISCO SYSTEMS INC 1.5%
Value $4.778M Shares 166,541 Est. Cost $15.59 Unrealized +33.8%
LLY ELI LILLY & COMPANY 1.4%
Value $4.359M Shares 55,350 Est. Cost $59.43 Unrealized +7.8%
ORCL ORACLE CORPORATION 1.4%
Value $4.353M Shares 106,362 Est. Cost $28.21 Unrealized +22.6%
WFC WELLS FARGO & CO NEW 1.4%
Value $4.248M Shares 89,742 Est. Cost $31.28 Unrealized +19.0%
KHC KRAFT HEINZ CO 1.3%
Value $4.089M Shares 46,211 Est. Cost $47.85 Unrealized +12.0%
BA BOEING CO 1.3%
Value $3.905M Shares 30,067 Est. Cost $87.62 Unrealized +35.3%
EXPRESS SCRIPTS A 1.2%
Value $3.875M Shares 51,126 Est. Cost $66.47 Unrealized
AAPL APPLE COMPUTER INC 1.2%
Value $3.752M Shares 39,248 Est. Cost $22.70 Unrealized -0.4%
RMD RESMED INC 1.2%
Value $3.744M Shares 57,391 Est. Cost $54.18 Unrealized -2.5%
BMY BRISTOL-MYERS SQUIBB CO 1.2%
Value $3.649M Shares 49,614 Est. Cost $29.10 Unrealized +73.5%
PG PROCTER & GAMBLE CO 1.1%
Value $3.527M Shares 41,655 Est. Cost $55.04 Unrealized +15.1%
T AT & T INC 1.1%
Value $3.517M Shares 81,401 Est. Cost $11.48 Unrealized +31.6%
MRK MERCK & CO INC 1.1%
Value $3.495M Shares 60,660 Est. Cost $30.63 Unrealized +28.9%
ALLERGAN INC 1.0%
Value $2.968M Shares 12,842 Est. Cost $304.13 Unrealized
ADP AUTO DATA PROCESSING 0.9%
Value $2.872M Shares 31,267 Est. Cost $46.51 Unrealized +54.3%
DIS DISNEY WALT HOLDING CO 0.9%
Value $2.857M Shares 29,210 Est. Cost $87.89 Unrealized +4.9%
CHUBB CORPORATION 0.9%
Value $2.778M Shares 21,256 Est. Cost $86.56 Unrealized
UNITED TECHNOLOGIES CORP 0.9%
Value $2.769M Shares 21,572 Est. Cost $112.67 Unrealized
BK THE BANK OF NY MELLON CORP 0.9%
Value $2.726M Shares 70,180 Est. Cost $22.51 Unrealized +37.8%
META FACEBOOK INC CL A 0.8%
Value $2.587M Shares 22,638 Est. Cost $92.03 Unrealized +24.3%
GS GOLDMAN SACHS GROUP INC 0.8%
Value $2.416M Shares 16,262 Est. Cost $126.81 Unrealized +0.9%
DOW CHEMICAL COMPANY 0.8%
Value $2.414M Shares 48,552 Est. Cost $35.78 Unrealized
BAC BANKAMERICA CORP 0.8%
Value $2.395M Shares 180,478 Est. Cost $10.46 Unrealized +8.4%
PFF ISHARES TR S&P US PFD STK INDE 0.7%
Value $2.334M Shares 58,500 Est. Cost $39.81 Unrealized
GLW CORNING INC 0.7%
Value $2.331M Shares 113,807 Est. Cost $12.28 Unrealized +26.4%
3M COMPANY 0.7%
Value $2.304M Shares 13,159 Est. Cost $110.95 Unrealized
GOOG ALPHABET INC CLASS C 0.6%
Value $1.955M Shares 2,825 Est. Cost $32.44 Unrealized +9.9%
SYY SYSCO CORPORATION 0.6%
Value $1.927M Shares 37,977 Est. Cost $24.67 Unrealized +52.7%
SBUX STARBUCKS CORP 0.6%
Value $1.918M Shares 33,580 Est. Cost $43.82 Unrealized +6.0%
SUNTRUST BANKS INC 0.6%
Value $1.886M Shares 45,915 Est. Cost $39.98 Unrealized
CITRIX SYSTEMS INC 0.6%
Value $1.873M Shares 23,385 Est. Cost $60.37 Unrealized
SPECTRA ENERGY CORP 0.6%
Value $1.773M Shares 48,412 Est. Cost $30.83 Unrealized
HARRIS CORP DEL 0.6%
Value $1.764M Shares 21,135 Est. Cost $77.62 Unrealized
RAYTHEON COMPANY NEW 0.6%
Value $1.741M Shares 12,805 Est. Cost $92.25 Unrealized
TROW PRICE T ROWE GROUP INC 0.6%
Value $1.73M Shares 23,703 Est. Cost $51.69 Unrealized +1.4%
WMT WAL-MART STORES INC 0.6%
Value $1.718M Shares 23,523 Est. Cost $20.01 Unrealized -2.5%
IBM INTL BUSINESS MACHINES 0.6%
Value $1.717M Shares 11,314 Est. Cost $115.39 Unrealized -17.6%
HAL HALLIBURTON COMPANY 0.5%
Value $1.689M Shares 37,301 Est. Cost $33.51 Unrealized +1.9%
SJM SMUCKER J M CO 0.5%
Value $1.629M Shares 10,687 Est. Cost $99.14 Unrealized 0.0%
NKE NIKE INC CLASS B 0.5%
Value $1.624M Shares 29,420 Est. Cost $48.57 Unrealized +3.6%
EMR EMERSON ELECTRIC CO 0.5%
Value $1.567M Shares 30,046 Est. Cost $40.33 Unrealized +3.0%
BROADCOM LTD 0.5%
Value $1.555M Shares 10,004 Est. Cost $154.83 Unrealized
GILD GILEAD SCIENCES INC 0.5%
Value $1.542M Shares 18,485 Est. Cost $72.38 Unrealized -13.3%
RED HAT INC 0.5%
Value $1.529M Shares 21,065 Est. Cost $74.47 Unrealized
MAS MASCO CORP 0.5%
Value $1.421M Shares 45,912 Est. Cost $23.21 Unrealized +17.7%
PNC PNC FINANCIAL SERVICES 0.5%
Value $1.409M Shares 17,312 Est. Cost $52.72 Unrealized +19.4%
ADBE ADOBE SYSTEMS INC 0.4%
Value $1.378M Shares 14,386 Est. Cost $89.73 Unrealized +7.0%
MO ALTRIA GROUP INC 0.4%
Value $1.375M Shares 19,935 Est. Cost $18.29 Unrealized +81.6%
COP CONOCOPHILLIPS 0.4%
Value $1.347M Shares 30,885 Est. Cost $40.86 Unrealized -19.8%
DG DOLLAR GENERAL CORPORATION 0.4%
Value $1.327M Shares 14,120 Est. Cost $65.85 Unrealized +15.7%
AMGN AMGEN INC COM 0.4%
Value $1.288M Shares 8,463 Est. Cost $91.47 Unrealized +27.6%
DUK DUKE ENERGY CORPORATION 0.4%
Value $1.283M Shares 14,956 Est. Cost $46.02 Unrealized +17.0%
PSX PHILLIPS 66 0.4%
Value $1.262M Shares 15,905 Est. Cost $40.67 Unrealized +39.4%
CAH CARDINAL HEALTH INC 0.4%
Value $1.196M Shares 15,325 Est. Cost $32.61 Unrealized +84.8%
CELGENE CORP 0.4%
Value $1.176M Shares 11,922 Est. Cost $110.07 Unrealized
MDLZ MONDELEZ INTL INC CL A 0.4%
Value $1.163M Shares 25,560 Est. Cost $23.16 Unrealized +50.4%
TIME WARNER INC 0.4%
Value $1.147M Shares 15,598 Est. Cost $60.29 Unrealized
NOC NORTHROP GRUMMAN CORP 0.4%
Value $1.146M Shares 5,155 Est. Cost $63.97 Unrealized +181.6%
JOHNSON CONTROLS INC 0.4%
Value $1.125M Shares 25,415 Est. Cost $42.85 Unrealized
ABBVIE INC COM 0.4%
Value $1.119M Shares 18,072 Est. Cost $42.68 Unrealized
LMT LOCKHEED MARTIN CORP 0.3%
Value $1.034M Shares 4,166 Est. Cost $141.10 Unrealized +29.2%
TD TORONTO DOMINION BK 0.3%
Value $1.017M Shares 23,700 Est. Cost $45.00 Unrealized -3.3%
BERKSHIRE BANCP INC DEL 0.3%
Value $946K Shares 122,009 Est. Cost $7.95 Unrealized
PPL PPL CORPORATION 0.3%
Value $921K Shares 24,387 Est. Cost $17.17 Unrealized +44.3%
MRSH MARSH & MCLENNAN CO INC 0.3%
Value $918K Shares 13,416 Est. Cost $48.06 Unrealized +13.8%
ST JUDE MEDICAL INC 0.3%
Value $916K Shares 11,750 Est. Cost $68.94 Unrealized
FDX FEDEX CORPORATION 0.3%
Value $817K Shares 5,385 Est. Cost $142.41 Unrealized -2.2%
NEXTERA ENERGY INC. 0.2%
Value $774K Shares 5,932 Est. Cost $82.80 Unrealized
EL ESTEE LAUDER COMPANIES INC 0.2%
Value $767K Shares 8,424 Est. Cost $75.50 Unrealized +9.3%
LOW LOWES COMPANIES INC 0.2%
Value $699K Shares 8,825 Est. Cost $34.99 Unrealized +85.2%
DU PONT E I DE NEMOUR&CO 0.2%
Value $697K Shares 10,751 Est. Cost $56.73 Unrealized
VLO VALERO ENERGY CORP 0.2%
Value $685K Shares 13,425 Est. Cost $36.72 Unrealized +4.8%
E M C CORP MASS 0.2%
Value $683K Shares 25,150 Est. Cost $24.87 Unrealized
IFF INTL FLAVOR & FRAGRANCES 0.2%
Value $649K Shares 5,150 Est. Cost $58.18 Unrealized +67.5%
OSK OSHKOSH CORP 0.2%
Value $649K Shares 13,605 Est. Cost $33.22 Unrealized +15.1%
ABT ABBOTT LABORATORIES 0.2%
Value $619K Shares 15,749 Est. Cost $29.00 Unrealized +15.0%
USB US BANCORP DEL NEW 0.2%
Value $617K Shares 15,300 Est. Cost $26.20 Unrealized +11.4%
CSX C S X CORP 0.2%
Value $595K Shares 22,830 Est. Cost $8.57 Unrealized -11.5%
MCD MCDONALDS CORP 0.2%
Value $590K Shares 4,905 Est. Cost $72.38 Unrealized +37.0%
MS MORGAN STANLEY 0.2%
Value $589K Shares 22,690 Est. Cost $24.33 Unrealized -18.2%
MET METLIFE INC 0.2%
Value $580K Shares 14,562 Est. Cost $28.27 Unrealized -0.4%
ITW ILLINOIS TOOL WORKS INC 0.2%
Value $569K Shares 5,463 Est. Cost $52.93 Unrealized +57.3%
LECO LINCOLN ELEC HLDGS INC 0.2%
Value $537K Shares 9,085 Est. Cost $57.79 Unrealized +4.2%
SO THE SOUTHERN COMPANY 0.2%
Value $516K Shares 9,616 Est. Cost $26.55 Unrealized +26.6%
KMB KIMBERLY-CLARK CORP 0.2%
Value $498K Shares 3,625 Est. Cost $68.09 Unrealized +38.0%
LEN LENNAR CORP 0.1%
Value $450K Shares 9,769 Est. Cost $42.57 Unrealized -6.3%
KMX CARMAX INC 0.1%
Value $450K Shares 9,185 Est. Cost $68.49 Unrealized -25.0%
KO COCA COLA COMPANY 0.1%
Value $445K Shares 9,825 Est. Cost $29.10 Unrealized +14.5%
CMC COMMERCIAL METALS CO 0.1%
Value $442K Shares 26,166 Est. Cost $11.15 Unrealized +27.8%
CL COLGATE-PALMOLIVE CO 0.1%
Value $433K Shares 5,913 Est. Cost $45.65 Unrealized +24.6%
ROYAL DUTCH SHELL SPON ADR 0.1%
Value $432K Shares 7,825 Est. Cost $65.11 Unrealized
HON HONEYWELL INTERNATIONAL 0.1%
Value $416K Shares 3,580 Est. Cost $58.46 Unrealized +44.0%
TAP MOLSON COORS 0.1%
Value $408K Shares 4,037 Est. Cost $59.93 Unrealized +29.0%
CAT CATERPILLAR INC 0.1%
Value $403K Shares 5,314 Est. Cost $63.59 Unrealized -5.9%
JFBC JEFFERSONVILLE BANCORP 0.1%
Value $402K Shares 30,006 Est. Cost $11.22 Unrealized +18.9%
AMT AMERN TOWER CORP CLASS A 0.1%
Value $401K Shares 3,530 Est. Cost $74.78 Unrealized +12.0%
ATRION CORP 0.1%
Value $385K Shares 900 Est. Cost $361.11 Unrealized
SCHW THE CHARLES SCHWAB CORP 0.1%
Value $378K Shares 14,921 Est. Cost $18.94 Unrealized +32.9%
TEVA TEVA PHARM INDS LTD ADRF 0.1%
Value $346K Shares 6,886 Est. Cost $46.10 Unrealized
QCOM QUALCOMM INC 0.1%
Value $336K Shares 6,268 Est. Cost $49.68 Unrealized -18.9%
SHW SHERWIN WILLIAMS CO 0.1%
Value $327K Shares 1,112 Est. Cost $82.66 Unrealized +7.9%
BP BP PLC ADR 0.1%
Value $322K Shares 9,054 Est. Cost $42.46 Unrealized
M MACYS INC 0.1%
Value $318K Shares 9,475 Est. Cost $42.86 Unrealized -16.5%
CMCSA COMCAST CORP NEW CL A 0.1%
Value $317K Shares 4,856 Est. Cost $16.83 Unrealized +46.9%
SKECHERS USA INC 0.1%
Value $309K Shares 10,403 Est. Cost $30.26 Unrealized
NVS NOVARTIS A G SPON ADR 0.1%
Value $296K Shares 3,590 Est. Cost $84.35 Unrealized
RVTY PERKINELMER INC 0.1%
Value $290K Shares 5,540 Est. Cost $51.11 Unrealized 0.0%
EQT EQT CORPORATION 0.1%
Value $290K Shares 3,750 Est. Cost $29.44 Unrealized +21.6%
NSC NORFOLK SOUTHERN CORP 0.1%
Value $285K Shares 3,350 Est. Cost $68.74 Unrealized +1.4%
CAG CONAGRA FOODS INC 0.1%
Value $267K Shares 5,575 Est. Cost $17.69 Unrealized +43.3%
BCPC BALCHEM CORP 0.1%
Value $263K Shares 4,405 Est. Cost $43.71 Unrealized +32.7%
WKC WORLD FUEL SERVICES CORP 0.1%
Value $261K Shares 5,500 Est. Cost $40.93 Unrealized +13.7%
IYW ISHARES TR DOW JONES US TECH S 0.1%
Value $258K Shares 2,450 Est. Cost $105.10 Unrealized
LYB LYONDELLBASELL INDUSTRIES NV 0.1%
Value $256K Shares 3,446 Est. Cost $46.10 Unrealized +3.2%
DRI DARDEN RESTAURANTS INC 0.1%
Value $255K Shares 4,025 Est. Cost $31.18 Unrealized +59.8%
ED CONSOLIDATED EDISON INC 0.1%
Value $252K Shares 3,130 Est. Cost $53.16 Unrealized 0.0%
WMB WILLIAMS COMPANIES 0.1%
Value $249K Shares 11,512 Est. Cost $26.11 Unrealized -54.2%
ALB ALBEMARLE CORP 0.1%
Value $232K Shares 2,920 Est. Cost $64.37 Unrealized 0.0%
SOVRAN SELF STORAGE INC 0.1%
Value $224K Shares 2,135 Est. Cost $107.34 Unrealized
EPD ENTERPRISE PRD PRTNRS LP 0.1%
Value $224K Shares 7,647 Est. Cost $29.29 Unrealized
MTB M & T BANK CORP 0.1%
Value $222K Shares 1,881 Est. Cost $74.10 Unrealized +19.0%
UNH UNITED HEALTHCARE CORP 0.1%
Value $215K Shares 5,044 Est. Cost $100.22 Unrealized +13.9%
MAXIM INTEGRATED PRODS 0.1%
Value $207K Shares 5,800 Est. Cost $35.74 Unrealized
ENERGEN CORPORATION 0.1%
Value $202K Shares 4,200 Est. Cost $48.10 Unrealized
EBAY EBAY INC COM 0.1%
Value $201K Shares 8,580 Est. Cost $21.47 Unrealized 0.0%
ALPS ALERIAN MLP ETF 0.1%
Value $163K Shares 12,850 Est. Cost $16.29 Unrealized
ARIAD PHARMACEUTICALS INC 0.0%
Value $148K Shares 20,000 Est. Cost $8.25 Unrealized
TWO HBRS INVT CORP COM 0.0%
Value $111K Shares 13,000 Est. Cost $8.85 Unrealized
REXAHN PHARMACEUTICALS INC 0.0%
Value $50,000 Shares 200,000 Est. Cost $0.36 Unrealized
WORLDS ONLINE INC 0.0%
Value $23,000 Shares 206,667 Est. Cost $0.14 Unrealized
WOLDS INC 0.0%
Value $8,000 Shares 650,000 Est. Cost $0.08 Unrealized
BOREAL WATER COLLECTION INC CO 0.0%
Value $0 Shares 35,700 Est. Cost Unrealized
AIMGLOBAL TECHNOLOGIES INC 0.0%
Value $0 Shares 41,000 Est. Cost Unrealized
ASPR ADSOUTH PARTNERS INC 0.0%
Value $0 Shares 10,001 Est. Cost $0.00 Unrealized -9.8%
CHIMERA ENERGY CORP COM 0.0%
Value $0 Shares 16,600 Est. Cost $87.23 Unrealized
WESTMONT RESOURCES INC 0.0%
Value $0 Shares 30,000 Est. Cost Unrealized