Fund HoldingsOrion Investment Co

Total Portfolio Value
$315.13M
Total Bought
$50.50M
Total Sold
$5.96M
Net Transaction
+$44.54M
Filing Period:
Securities
SharesValue ($K)
Q4 2025
Q1 2026
Change
Q4 2025
Q1 2026
Weight (%)
Change
Exxon Mobil Corp84,74484,752+810,19814,3794.56%+4,181
Iovance Biotherapeutics Inc(IOVA)1,856,9342,065,652+208,7185,0697,2502.30%+2,181
Union Pac Corp(UNP)1,1656,967+5,8022691,6900.54%+1,421
Nextera Energy Inc(NEE)102,769104,089+1,3208,2509,6683.07%+1,417
ASML Holding N V
N Y REGISTRY SHS
5,3275,371+445,6997,0942.25%+1,395
Vanguard Index Fds03,954+3,95401,2680.40%+1,268
Cameco Corp(CCJ)52,23854,565+2,3274,7795,9261.88%+1,147
Hershey Co(HSY)38,39138,984+5936,9868,1042.57%+1,118
Intel Corp(INTC)149,264150,059+7955,5086,6222.10%+1,114
Royal Gold Inc(RGLD)29,79829,875+776,6247,6032.41%+979
Arrowhead Pharmaceuticals In(ARWR)46,37062,535+16,1653,0793,9211.24%+842
Cummins Inc(CMI)22,78522,940+15511,63112,3423.92%+712
Huntington Ingalls Inds Inc(HII)12,47612,511+354,2434,7531.51%+510
Enterprise Prods Partners L(EPD)35,36742,092+6,7251,1341,5930.51%+459
Parker-Hannifin Corp(PH)13,76314,015+25212,09712,5473.98%+450
Alliance Resources Partners L(ARLP)34,47544,200+9,7258011,2220.39%+421
Atmos Energy Corp(ATO)18,65818,901+2433,1283,4911.11%+364
Servicenow Inc(NOW)12,00020,844+8,8441,8382,1790.69%+341
Biogen Inc(BIIB)39,40439,610+2066,9357,2622.30%+327
Merck & Co(MRK)20,57420,57402,1662,4750.79%+309
Newmont Corporation(NEM)28,17228,112-602,8133,0430.97%+230
Broadcom Inc(AVGO)3,9225,114+1,1921,3571,5830.50%+225
Johnson & Johnson(JNJ)4,8584,85801,0051,1870.38%+182
Bristol-Myers Squibb Co(BMY)22,14822,553+4051,1951,3680.43%+173
Shell Plc(SHEL)7,9897,98905877430.24%+156
Procter And Gamble Co(PG)59,11559,626+5118,4728,6122.73%+141
Spire Inc(SR)17,70417,70401,4641,6030.51%+139
Ameren Corp(AEE)13,32713,202-1251,3311,4510.46%+120
General Dynamics Corp(GD)19,91219,841-716,7046,8102.16%+106
Chevron Corp New(CVX)1,8171,81702773760.12%+99
Caterpillar Inc(CAT)57557503294070.13%+78
Altria Group(MO)8,2968,29604785470.17%+69
Walmart Inc(WMT)4,5064,50605025600.18%+58
Southern Co(SO)5,8455,84505105640.18%+54
Philip Morris Intl Inc(PM)1,5781,821+2432533010.10%+48
Regeneron Pharmaceuticals(REGN)30,81230,837+2523,78323,8267.56%+43
Pfizer(PFE)16,60016,206-3944134550.14%+42
Coca Cola Co(KO)6,0836,08304254630.15%+37
Garmin Ltd(GRMN)1,2001,20002432780.09%+35
McDonalds Corp(MCD)850840-102602610.08%+1
Aflac Inc(AFL)4,4004,40004854830.15%-2
Home Depot Inc(HD)80080002752630.08%-12
Emerson Elec Co(EMR)9,1969,19601,2201,2050.38%-16
Boeing Co(BA)1,9041,90404133790.12%-34
Commerce Bancshares Inc(CBSH)11,80411,80406185810.18%-37
Meta Platforms Inc A(META)59559503933400.11%-52
Alphabet Inc Cl C(GOOG)2,4102,41007566910.22%-65
Abbvie Inc(ABBV)6,1166,111-51,3971,3290.42%-68
Eli Lilly & Co(LLY)46146104954240.13%-71
Berkshire Hathaway Inc Del1,6781,578-1008437560.24%-87
McCormick & Co Inc(MKC)5,9905,970-204083010.10%-107
Amazon Com Inc(AMZN)4,9204,92001,1361,0250.33%-111
Alphabet Inc Cl A(GOOG)4,3794,37901,3711,2590.40%-111
Vanguard Index Fds5,8435,898+553,6643,5241.12%-140
Oklo Inc(OKLO)8,3038,915+6125964420.14%-154
Palo Alto Networks Inc(PANW)10,49910,795+2961,9341,7310.55%-203
Apple Inc(AAPL)14,35414,35403,9023,6431.16%-259
International Business Machs(IBOC)5,6105,61001,6621,3600.43%-302
Cadence Design Systems Inc(CDNS)10,68410,895+2113,3403,0270.96%-312
Equifax Inc(EFX)8,8878,88701,9281,6000.51%-328
Ionis Pharmaceuticals Inc(IONS)225,161225,015-14617,81216,8965.36%-916
Rigetti Computing Inc(RGTI)161,270162,708+1,4383,5722,2840.72%-1,288
Abbott Labs63,64962,624-1,0257,9756,4302.04%-1,545
Shopify Inc(SHOP)49,48050,043+5637,9655,9361.88%-2,029
Canadian Natl Ry Co(CNI)32,3534,481-27,8723,1984610.15%-2,738
Palantir Technologies Inc(PLTR)134,468134,804+33623,90219,7196.26%-4,183
IonQ Inc(IONQ)277,184278,764+1,58012,4378,0372.55%-4,400
Qualcomm Inc(QCOM)120,663121,127+46420,63915,5994.95%-5,041
Microsoft Corp(MSFT)105,549106,910+1,36151,04639,57512.56%-11,471
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