Orion Capital Management LLC Q4 2025 Filing

Filed February 3, 2026

Portfolio Value

$297.4B

Holdings

496

Report Date

Q4 2025

Filing Type

13F-HR

All Holdings (496 positions)

StockValue
IAUMISHARES GOLD TR
$105.0M
SYU1SYNOVUS FINL CORP
$103.0M
SCHFSCHWAB STRATEGIC TR
$103.0M
ONONON HLDG AG
$102.0M
COWZPACER FDS TR
$102.0M
AVGEAMERICAN CENTY ETF TR
$99.0M
ARCCARES CAPITAL CORP
$97.0M
DFAIDIMENSIONAL ETF TRUST
$96.0M
DFSEDIMENSIONAL ETF TRUST
$96.0M
GEGE AEROSPACE
$95.0M
GOOGLALPHABET INC CALL FEB 330
$94.0M
AKREPROFESIONALLY MANAGED PORTFO
$91.0M
AWCAMERICAN WTR WKS CO INC NEW
$91.0M
IJSISHARES TR
$91.0M
OWLBLUE OWL CAPITAL INC
$89.0M
TOSTTOAST INC
$88.0M
CSCOCISCO SYS INC
$88.0M
TRMBTRIMBLE INC
$86.0M
IAU*ISHARES GOLD TR
$85.0M
APOAPOLLO GLOBAL MGMT INC
$85.0M
DFAXDIMENSIONAL ETF TRUST
$85.0M
PANWPALO ALTO NETWORKS INC
$84.0M
BMYBRISTOL-MYERS SQUIBB CO
$83.0M
FLAXFRANKLIN TEMPLETON ETF TR
$81.0M
AGGISHARES TR
$80.0M
CLCOLGATE PALMOLIVE CO
$79.0M
IBHJISHARES TR
$79.0M
CVXCHEVRON CORP NEW
$79.0M
NULGNUSHARES ETF TR
$78.0M
IBHKISHARES TR
$77.0M
NKENIKE INC
$76.0M
IEXIDEX CORP
$73.0M
PKGPACKAGING CORP AMER
$71.0M
XYLXYLEM INC
$71.0M
KOCOCA COLA CO
$71.0M
ITOTISHARES TR
$70.0M
PPAINVESCO EXCHANGE TRADED FD T
$69.0M
NVSNNOVARTIS AG
$68.0M
VUGVANGUARD INDEX FDS
$68.0M
LRCXLAM RESEARCH CORP
$68.0M
VGTVANGUARD WORLD FD
$67.0M
FNFFIDELITY NATIONAL FINANCIAL
$66.0M
SNASNAP ON INC
$66.0M
RGTIRIGETTI COMPUTING INC
$66.0M
OEFISHARES TR
$66.0M
KRKROGER CO
$65.0M
USMVISHARES TR
$65.0M
TERTERADYNE INC
$65.0M
RMBS*RAMBUS INC DEL
$64.0M
BROBROWN & BROWN INC
$64.0M
SSENTINELONE INC
$63.0M
BSEPINNOVATOR ETFS TRUST
$62.0M
AMDADVANCED MICRO DEVICES INC CALL JAN 160
$62.0M
AONAON PLC
$62.0M
ONEYSPDR SERIES TRUST
$62.0M
NULVNUSHARES ETF TR
$61.0M
DISDISNEY WALT CO
$60.0M
TSMTAIWAN SEMICONDUCTOR MFG LTD
$59.0M
VIGIVANGUARD WHITEHALL FDS
$59.0M
ITWILLINOIS TOOL WKS INC
$59.0M
MDTMEDTRONIC PLC
$59.0M
CRMDCORMEDIX INC
$58.0M
GEVGE VERNOVA INC
$58.0M
NUDMNUSHARES ETF TR
$57.0M
VVVANGUARD INDEX FDS
$57.0M
VCITVANGUARD SCOTTSDALE FDS
$56.0M
ALBALBEMARLE CORP
$56.0M
DFAUDIMENSIONAL ETF TRUST
$55.0M
CSXCSX CORP
$55.0M
AAPLAPPLE INC CALL JAN 290
$54.0M
AAALCOA CORP
$53.0M
SPSMSPDR SERIES TRUST
$53.0M
LRCXLAM RESEARCH CORP CALL FEB 165
$51.0M
BBJPJ P MORGAN EXCHANGE TRADED F
$50.0M
LUMNLUMEN TECHNOLOGIES INC
$50.0M
NSCNORFOLK SOUTHN CORP
$48.0M
BSVVANGUARD BD INDEX FDS
$48.0M
CRWDCROWDSTRIKE HLDGS INC
$47.0M
LOWLOWES COS INC
$47.0M
XLISELECT SECTOR SPDR TR
$46.0M
MCHPMICROCHIP TECHNOLOGY INC.
$45.0M
DOVDOVER CORP
$45.0M
RIVNRIVIAN AUTOMOTIVE INC
$45.0M
BKBANK NEW YORK MELLON CORP
$44.0M
WTRGESSENTIAL UTILS INC
$43.0M
SPYSPDR S&P 500 ETF TR
$42.0M
AVSEAMERICAN CENTY ETF TR
$42.0M
VBRVANGUARD INDEX FDS
$41.0M
BNOVINNOVATOR ETFS TRUST
$41.0M
PYPLPAYPAL HLDGS INC
$40.0M
VCRVANGUARD WORLD FD
$39.0M
CARRCARRIER GLOBAL CORPORATION
$39.0M
AREALEXANDRIA REAL ESTATE EQ IN
$38.0M
EBAEBAY INC.
$38.0M
HTGCHERCULES CAPITAL INC
$37.0M
ORCLORACLE CORP
$37.0M
RHCRH PLC
$37.0M
PANWPALO ALTO NETWORKS INC CALL JAN 190
$36.0M
STWDSTARWOOD PPTY TR INC
$36.0M
PSMOPACER FDS TR
$36.0M
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