Orion Capital Management LLC Q2 2026 Filing

Filed August 18, 2026

Portfolio Value

$116.2B

Holdings

511

Report Date

Q2 2026

Filing Type

13F-HR

All Holdings (511 positions)

StockValue
XLUSELECT SECTOR SPDR TR
$11.5M
KIESPDR SERIES TRUST
$10.8M
DFCFDIMENSIONAL ETF TRUST
$10.7M
EWJISHARES INC
$10.6M
HUNHUNTSMAN CORP
$10.6M
AREALEXANDRIA REAL ESTATE EQ IN
$10.6M
DFIPDIMENSIONAL ETF TRUST
$10.5M
FIGFIGMA INC
$10.1M
SHLDGLOBAL X FDS
$10.0M
BILSPDR SERIES TRUST
$9.9M
SOUNSOUNDHOUND AI INC
$9.7M
NVONOVO-NORDISK A S
$9.6M
SPYXSPDR SERIES TRUST
$8.7M
VIGVANGUARD SPECIALIZED FUNDS
$8.6M
IDLVINVESCO EXCH TRADED FD TR II
$8.6M
GOOGALPHABET INC
$7.8M
QSQUANTUMSCAPE CORP
$7.6M
XLESELECT SECTOR SPDR TR
$7.4M
SPTSSPDR SERIES TRUST
$7.3M
SPTMSPDR SERIES TRUST
$7.3M
NLOPNET LEASE OFFICE PROPERTIES
$7.2M
SRESEMPRA
$6.7M
SCHWSCHWAB CHARLES CORP
$6.6M
AVUVAMERICAN CENTY ETF TR
$6.4M
ISIIONIS PHARMACEUTICALS INC
$6.3M
AMZNAMAZON COM INC
$6.3M
RSPINVESCO EXCHANGE TRADED FD T
$6.2M
RINGISHARES INC
$6.1M
LVLNSPDR SERIES TRUST
$5.9M
IEMGISHARES INC
$5.5M
XLBSELECT SECTOR SPDR TR
$5.5M
VGKVANGUARD INTL EQUITY INDEX F
$5.3M
PIIPOLARIS INC
$4.7M
XTJLINNOVATOR ETFS TRUST
$4.6M
XTJAINNOVATOR ETFS TRUST
$4.6M
NVDANVIDIA CORPORATION
$4.5M
CMCSACOMCAST CORP NEW
$4.0M
MSFTMICROSOFT CORP
$4.0M
NUMVNUSHARES ETF TR
$3.8M
VYMVANGUARD WHITEHALL FDS
$3.8M
EIXEDISON INTL
$3.7M
PFEPFIZER INC
$3.6M
ISRGINTUITIVE SURGICAL INC
$3.6M
BLVVANGUARD BD INDEX FDS
$3.6M
PLPLANET LABS PBC
$3.4M
MNSTMONSTER BEVERAGE CORP NEW
$3.4M
AMDADVANCED MICRO DEVICES INC
$3.3M
OMCOMNICOM GROUP INC
$3.2M
IBKRINTERACTIVE BROKERS GROUP IN
$3.1M
NTRNUTRIEN LTD
$3.1M
GOOGLALPHABET INC
$3.1M
IXUSISHARES TR
$3.1M
AVDVAMERICAN CENTY ETF TR
$3.0M
BEBLOOM ENERGY CORP
$2.9M
CSGPCOSTAR GROUP INC
$2.8M
BXPBXP INC
$2.7M
RIGTRANSOCEAN LTD
$2.7M
JPMJPMORGAN CHASE & CO
$2.6M
GSATGLOBALSTAR INC
$2.5M
JOBYJOBY AVIATION INC
$2.5M
MBLYMOBILEYE GLOBAL INC
$2.5M
COSTCOSTCO WHOLESALE CORPORATION
$2.2M
GEMIGEMINI SPACE STA INC
$2.2M
FTNTFORTINET INC
$2.1M
ABBVABBVIE INC
$2.0M
ETNEATON CORP PLC
$1.9M
AMERICAN CENTY ETF TR
$1.9M
DYNFBLACKROCK ETF TRUST
$1.8M
QCOMQUALCOMM INC
$1.8M
FTREFORTREA HLDGS INC
$1.7M
CMGCHIPOTLE MEXICAN GRILL INC
$1.7M
LLYELI LILLY & CO
$1.7M
MASMASCO CORP
$1.6M
DWDMORGAN STANLEY
$1.5M
WRDWERIDE INC
$1.5M
VEEVVEEVA SYS INC
$1.4M
MRVLMARVELL TECHNOLOGY INC
$1.4M
SOSOUTHERN CO
$1.3M
DELLDELL TECHNOLOGIES INC
$1.3M
EFVISHARES TR
$1.3M
MUMICRON TECHNOLOGY INC
$1.3M
JNJJOHNSON & JOHNSON
$1.3M
KOPNKOPIN CORP
$1.2M
FSLRFIRST SOLAR INC
$1.2M
RTXRTX CORPORATION
$1.2M
DVNDEVON ENERGY CORP NEW
$1.2M
IJRISHARES TR
$1.1M
VVISA INC
$1.1M
QQQMINVESCO EXCH TRADED FD TR II
$1.1M
AVESAMERICAN CENTY ETF TR
$1.1M
COFCAPITAL ONE FINL CORP
$1.0M
MRKMERCK & CO INC
$1.0M
VOOVANGUARD INDEX FDS
$995K
VTIVANGUARD INDEX FDS
$983K
EVRGEVERGY INC
$864K
BLKBLACKROCK INC
$858K
ANETARISTA NETWORKS INC
$822K
OKLOOKLO INC
$785K
IBMINTERNATIONAL BUSINESS MACHS
$785K
CATCATERPILLAR INC
$783K
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