Fund HoldingsOrion Capital Management LLC

Total Portfolio Value
$289.76M
Total Bought
$13.38M
Total Sold
$19.40M
Net Transaction
-$6.02M
Filing Period:
Securities
SharesValue ($K)
Q4 2025
Q1 2026
Change
Q4 2025
Q1 2026
Weight (%)
Change
AMERICAN CENTY ETF TR54,36882,763+28,3954,4767,0222.42%+2,546
JANUS DETROIT STR TR
HENDRSON AAA CL
428,135467,876+39,74121,65523,5678.13%+1,912
AMERICAN CENTY ETF TR048,575+48,57505,3661.85%+5,366
SPDR SERIES TRUST
ST STR P500ETF
2,9149,007+6,0932346890.24%+456
AMERICAN CENTY ETF TR22,52125,312+2,7912,1162,5280.87%+411
AMERICAN CENTY ETF TR127,912132,228+4,31614,29814,7015.07%+403
INVESCO EXCHANGE TRADED FD T
S&P500 EQL WGT
26,93828,971+2,0335,1605,5601.92%+400
BLOOM ENERGY CORP12,08310,685-1,3981,0501,4480.50%+398
AMERICAN CENTY ETF TR36,72938,952+2,2232,7833,1401.08%+357
AMERICAN CENTY ETF TR21,42830,007+8,5798981,2460.43%+348
COSTCO WHOLESALE CORPORATION(COST)02,347+2,34702,3390.81%+2,339
AMERICAN CENTY ETF TR9,83612,659+2,8237581,0200.35%+262
INTUITIVE SURGICAL INC CALL APR 5100500+50002300.08%+230
BOOKING HOLDINGS INC(BKNG)096+9604040.14%+404
SCHWAB STRATEGIC TR0112,507+112,50703,4521.19%+3,452
JOHNSON & JOHNSON(JNJ)5,0985,09801,0551,2460.43%+191
VANGUARD SCOTTSDALE FDS
VNG RUS1000GRW
01,696+1,69601860.06%+186
SPDR INDEX SHS FDS
ST STR PO EX ETF
03,850+3,85001760.06%+176
EATON CORP PLC(ETN)04,524+4,52401,6180.56%+1,618
CARNIVAL CORP05,900+5,90001530.05%+153
ASML HLDG NV CALL APR 1300(ASML)(Call)0100+1000132+132
VANGUARD INDEX FDS1,6632,234+5713184380.15%+121
LOCKHEED MARTIN CORP(LMT)0780+78004710.16%+471
EXXON MOBIL CORP02,220+2,22003770.13%+377
MERCK & CO INC(MRK)8,0107,906-1048439510.33%+108
SPDR GOLD TR(GLD)800980+1803174220.15%+105
DELL TECHNOLOGIES INC(DELL)03,149+3,14905170.18%+517
CATERPILLAR INC(CAT)70570504044990.17%+96
PINNACLE FINL PARTNERS INC(PNFP)01,086+1,0860940.03%+94
LAM RESEARCH CORP(LRCX)0714+71401530.05%+153
ISHARES TR
IBONDS DEC2026
03,300+3,3000800.03%+80
ISHARES TR
IBONDS 27 ETF
03,300+3,3000800.03%+80
CIENA CORP(CIEN)49749701161930.07%+77
VANGUARD INDEX FDS019,845+19,84501,7600.61%+1,760
INVESCO EXCH TRADED FD TR II
NASDAQ 100 ETF
3,1083,603+4957868560.30%+70
BLOOM ENERGY CORP CALL APR 160(Call)0500+500068+68
BLOOM ENERGY CORP CALL MAY 170(Call)0500+500068+68
BLOOM ENERGY CORP CALL MAY 180(Call)0500+500068+68
BLOOM ENERGY CORP CALL JUN 180(Call)0500+500068+68
BLOOM ENERGY CORP CALL JUL 170(Call)0500+500068+68
RTX CORPORATION(RTX)6,3306,358+281,1611,2260.42%+66
LAM RESEARCH CORP CALL APR 230(LRCX)0300+3000640.02%+64
NUSHARES ETF TR
NUVEEN ESG LRGCP
8051,567+762791430.05%+64
ISHARES GOLD TR(IAU)2,4453,523+1,0781051650.06%+59
SOUTHERN COPPER CORP(SCCO)1,9661,982+162823410.12%+59
ISHARES TR
CORE MSCI EAFE
0776+7760700.02%+70
NUSHARES ETF TR
NUVEEN ESG LRGVL
1,3712,607+1,236621190.04%+57
NUSHARES ETF TR
NUVEEN ESG INTL
1,5803,085+1,505571110.04%+54
NORTHROP GRUMMAN CORP(NOC)0468+46803190.11%+319
AMGEN INC(AMGN)2,0632,053-106757220.25%+47
ORUKA THERAPEUTICS INC(ORKA)0953+9530470.02%+47
INNOVATOR ETFS TRUST
US EQTY PWR BUF
019,757+19,75709080.31%+908
MARVELL TECHNOLOGY INC(MRVL)04,400+4,40004360.15%+436
CURTISS WRIGHT CORP(CW)0268+26801830.06%+183
CME GROUP INC(CME)01,697+1,69705010.17%+501
ASML HLDG NV
N Y REGISTRY SHS
0147+14701940.07%+194
CAPITAL ONE FINL CORP CALL APR 200(Call)
CALL
0200+200036+36
TELEDYNE TECHNOLOGIES INC(TDY)0375+37502270.08%+227
ARM HOLDINGS PLC0225+2250340.01%+34
VERTIV HOLDINGS CO(VRT)0135+1350340.01%+34
HONEYWELL INTL INC(HON)01,066+1,06602410.08%+241
ISHARES TR07,803+7,80309700.33%+970
PALO ALTO NETWORKS INC CALL APR 170(PANW)0200+2000320.01%+32
CHEVRON CORPORATION(CVX)0538+53801110.04%+111
3M CO(MMM)0215+2150310.01%+31
ENERGY TRANSFER L P(ET)09,472+9,47201830.06%+183
KLA CORP(KLAC)0111+11101630.06%+163
FORD MTR CO(F)02,400+2,4000280.01%+28
NUSHARES ETF TR
NUVEEN ESG US
01,597+1,5970350.01%+35
NEXTERA ENERGY INC(NEE)2,0742,076+21671930.07%+26
NUSHARES ETF TR
NUVEEN ESG EMRGN
01,257+1,2570460.02%+46
ISHARES TR02,130+2,13003230.11%+323
INNOVATOR ETFS TRUST
US EQTY PWR BUF
016,261+16,26107260.25%+726
OREILLY AUTOMOTIVE INC(ORLY)026,846+26,84602,4780.86%+2,478
FABRINET(FN)28228201281470.05%+19
GE VERNOVA INC(GEV)088+880770.03%+77
ALTRIA GROUP INC(MO)01,912+1,91201260.04%+126
DIMENSIONAL ETF TRUST
US MKTWIDE VALUE
09,189+9,18904450.15%+445
TESLA INC(TSLA)0334+33401240.04%+124
SEA LTD(SE)0200+2000170.01%+17
PEPSICO INC(PEP)01,386+1,38602150.07%+215
ALBEMARLE CORP(ALB)400400057720.02%+15
WALMART INC(WMT)01,144+1,14401420.05%+142
DIMENSIONAL ETF TRUST
INTERNATNAL VAL
04,928+4,92802600.09%+260
PHILIP MORRIS INTL INC(PM)02,607+2,60704310.15%+431
ISHARES SILVER TR(SLV)3,6893,68902382510.09%+14
TJX COS INC NEW(TJX)02,485+2,48503970.14%+397
ALCOA CORP(AA)01,000+1,0000660.02%+66
TERADYNE INC(TER)0265+2650790.03%+79
ISHARES TR
ESG AWRE 1 5 YR
09,458+9,45802370.08%+237
ISHARES TR0578+5780820.03%+82
WELLTOWER INC(WELL)0606+60601200.04%+120
KROGER CO(KR)01,056+1,0560760.03%+76
SPDR SERIES TRUST
ST STR BLO 1 ETF
0108+1080100.00%+10
SPDR SERIES TRUST
ST STR CONV ETF
4,0004,00003573660.13%+9
NUSHARES ETF TR
NUVEEN ESG SMLCP
0347+3470160.01%+16
MCDONALDS CORP(MCD)01,462+1,46204540.16%+454
NOVARTIS AG(NVS)0500+5000760.03%+76
NOVO-NORDISK A S(NVO)0200+200070.00%+7
ISHARES GOLD TR(IAU)01,051+1,0510930.03%+93
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