Orion Capital Management LLC Q2 2025 Filing

Filed July 31, 2025

Portfolio Value

$262.9B

Holdings

473

Report Date

Q2 2025

Filing Type

13F-HR

All Holdings (473 positions)

#StockSharesValue% PortfolioType
401
XLUSELECT SECTOR SPDR TR
63$5.2M0.00%
402
SPGSIMON PPTY GROUP INC NEW
31$5.0M0.00%
403
MLMMARTIN MARIETTA MATLS INC
9$5.0M0.00%
404
PHOINVESCO EXCHANGE TRADED FD T
70$4.9M0.00%
405
IYTISHARES TR
71$4.8M0.00%
406
IYRISHARES TR
51$4.8M0.00%
407
AVESAMERICAN CENTY ETF TR
90$4.8M0.00%
408
XLVSELECT SECTOR SPDR TR
35$4.8M0.00%
409
MBLYMOBILEYE GLOBAL INC
258$4.6M0.00%
410
XLBSELECT SECTOR SPDR TR
53$4.6M0.00%
411
LVLNSPDR SERIES TRUST
77$4.5M0.00%
412
VWOVANGUARD INTL EQUITY INDEX F
91$4.5M0.00%
413
TMTOYOTA MOTOR CORP
26$4.5M0.00%
414
BIDUNBAIDU INC
52$4.5M0.00%
415
TOSTTOAST INC CALL JUL 45
100$4.4M0.00%Call
416
MIDDMIDDLEBY CORP
30$4.3M0.00%
417
SMRNUSCALE PWR CORP
106$4.2M0.00%
418
XBISPDR SERIES TRUST
50$4.1M0.00%
419
XTJLINNOVATOR ETFS TRUST
112$4.0M0.00%
420
GMGENERAL MTRS CO
81$4.0M0.00%
421
XTJAINNOVATOR ETFS TRUST
135$4.0M0.00%
422
TXNTEXAS INSTRS INC
19$3.9M0.00%
423
LARLITHIUM ARGENTINA AG
900$3.8M0.00%
424
AVNMAMERICAN CENTY ETF TR
57$3.7M0.00%
425
PFEPFIZER INC
150$3.6M0.00%
426
CYBRCYBERARK SOFTWARE LTD
8$3.3M0.00%
427
OMCOMNICOM GROUP INC
44$3.2M0.00%
428
ISIIONIS PHARMACEUTICALS INC
80$3.2M0.00%
429
RCLROYAL CARIBBEAN GROUP
10$3.1M0.00%
430
IEMGISHARES INC
51$3.1M0.00%
431
LYVLIVE NATION ENTERTAINMENT IN
20$3.0M0.00%
432
NTRNUTRIEN LTD
49$2.9M0.00%
433
AKXANSYS INC
8$2.8M0.00%
434
PIIPOLARIS INC
69$2.8M0.00%
435
SHWSHERWIN WILLIAMS CO
8$2.7M0.00%
436
ECLECOLAB INC
10$2.7M0.00%
437
NUSCNUSHARES ETF TR
64$2.6M0.00%
438
EIXEDISON INTL
50$2.6M0.00%
439
WWAYFAIR INC
50$2.6M0.00%
440
TYLTYLER TECHNOLOGIES INC
4$2.4M0.00%
441
AJGGALLAGHER ARTHUR J & CO
7$2.2M0.00%
442
WSOWATSCO INC
5$2.2M0.00%
443
MNSTMONSTER BEVERAGE CORP NEW
35$2.2M0.00%
444
EFAISHARES TR
24$2.1M0.00%
445
SLYGSPDR SERIES TRUST
24$2.1M0.00%
446
WRDWERIDE INC
254$2.0M0.00%
447
IBKRINTERACTIVE BROKERS GROUP IN
36$2.0M0.00%
448
GISGENERAL MLS INC
36$1.9M0.00%
449
VGSRMANAGER DIRECTED PORTFOLIOS
178$1.9M0.00%
450
OCOWENS CORNING NEW
12$1.6M0.00%
451
IWPISHARES TR
11$1.5M0.00%
452
RIGTRANSOCEAN LTD
560$1.4M0.00%
453
DDDUPONT DE NEMOURS INC
20$1.4M0.00%
454
GPCGENUINE PARTS CO
11$1.3M0.00%
455
MASMASCO CORP
20$1.3M0.00%
456
SOSOUTHERN CO
14$1.3M0.00%
457
UNHUNITEDHEALTH GROUP INC
4$1.2M0.00%
458
VGUSVANGUARD INSTL INDEX FD
15$1.1M0.00%
459
ULSUL SOLUTIONS INC
15$1.1M0.00%
460
CTRACOTERRA ENERGY INC
41$1.0M0.00%
461
LHXL3HARRIS TECHNOLOGIES INC
4$1.0M0.00%
462
BBCAJ P MORGAN EXCHANGE TRADED F
10$807K0.00%
463
SCISERVICE CORP INTL
9$733K0.00%
464
EVRGEVERGY INC
10$689K0.00%
465
PNWPINNACLE WEST CAP CORP
7$626K0.00%
466
CMSCMS ENERGY CORP
9$624K0.00%
467
MARMARRIOTT INTL INC NEW
2$546K0.00%
468
FTREFORTREA HLDGS INC
100$494K0.00%
469
AMTMAMENTUM HOLDINGS INC
20$472K0.00%
470
WMWASTE MGMT INC DEL
2$458K0.00%
471
BKRBAKER HUGHES COMPANY
11$422K0.00%
472
ABALLIANCEBERNSTEIN HLDG L P
4$163K0.00%
473
FFORD MTR CO
10$109K0.00%
474
EFSCENTERPRISE FINL SVCS CORP
1$55K0.00%
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