Fund HoldingsOrion Investment Co

Total Portfolio Value
$244.59M
Total Bought
$27.03M
Total Sold
$4.58M
Net Transaction
+$22.45M
Filing Period:
Securities
SharesValue ($K)
Q4 2024
Q1 2025
Change
Q4 2024
Q1 2025
Weight (%)
Change
Palantir Technologies Inc(PLTR)116,910129,362+12,4528,84210,9184.46%+2,076
Royal Gold Inc(RGLD)21,51626,630+5,1142,8374,3541.78%+1,517
Abbott Labs67,42865,643-1,7857,6278,7083.56%+1,081
Servicenow Inc(NOW)01,326+1,32601,0560.43%+1,056
Exxon Mobil Corp85,60286,225+6239,20810,2554.19%+1,047
Newmont Corporation(NEM)11,27625,590+14,3144201,2350.51%+816
Hershey Co(HSY)34,01738,377+4,3605,7616,5642.68%+803
Rigetti Computing Inc(RGTI)093,320+93,32007390.30%+739
Alliance Resources Partners L(ARLP)024,800+24,80006770.28%+677
Palo Alto Networks Inc(PANW)7,06710,201+3,1341,2861,7410.71%+455
Intel Corp(INTC)154,511154,136-3753,0983,5001.43%+402
Shopify Inc(SHOP)37,91445,224+7,3104,0314,3181.77%+287
Procter And Gamble Co(PG)59,35559,874+5199,95110,2044.17%+253
Philip Morris Intl Inc(PM)01,578+1,57802500.10%+250
Atmos Energy Corp(ATO)16,05716,05702,2362,4821.01%+246
Huntington Ingalls Inds Inc(HII)12,67612,67602,3952,5861.06%+191
Abbvie Inc(ABBV)6,1466,116-301,0921,2810.52%+189
Spire Inc(SR)18,36218,312-501,2451,4330.59%+187
General Dynamics Corp(GD)20,19820,158-405,3225,4952.25%+173
Blueprint Medicines Corp108,670109,033+3639,4789,6513.95%+172
International Business Machs(IBOC)5,6105,61001,2331,3950.57%+162
Ameren Corp(AEE)14,15614,15601,2621,4210.58%+159
Berkshire Hathaway Inc Del1,8781,87808511,0000.41%+149
Qualcomm Inc(QCOM)122,747123,557+81018,85618,9807.76%+123
Bristol-Myers Squibb Co(BMY)25,22025,212-81,4261,5380.63%+111
Johnson & Johnson(JNJ)4,9734,97307198250.34%+106
Shell Plc(SHEL)8,0057,993-125025860.24%+84
Altria Group(MO)8,2968,29604344980.20%+64
Southern Co(SO)6,0116,01104955530.23%+58
Coca Cola Co(KO)6,0836,08303794360.18%+57
Chevron Corp New(CVX)1,8681,86802713120.13%+42
Eli Lilly & Co(LLY)462476+143573930.16%+36
Aflac Inc(AFL)4,4004,40004554890.20%+34
McCormick & Co Inc(MKC)7,2356,985-2505525750.24%+23
UnitedHealth Group Inc(UNH)1,1001,10005565760.24%+20
McDonalds Corp(MCD)86086002492690.11%+19
Garmin Ltd(GRMN)1,2001,20002482610.11%+13
Union Pac Corp(UNP)1,1561,165+92642750.11%+12
Commerce Bancshares Inc(CBSH)11,24211,24207007000.29%-1
Pepsico Inc(PEP)1,7521,75202662630.11%-4
Meta Platforms Inc A(META)59559503483430.14%-5
Walmart Inc(WMT)4,6564,65604214090.17%-12
Boeing Co(BA)1,9041,90403373250.13%-12
Home Depot Inc(HD)80080003112930.12%-18
Edgewell Pers Care Co(EPC)8,0008,00002692500.10%-19
Nextera Energy Inc(NEE)99,02899,874+8467,0997,0802.89%-19
Pfizer(PFE)16,70016,70004434230.17%-20
Energizer Hldgs Inc New(ENR)8,0008,00002792390.10%-40
Alphabet Inc Cl C(GOOG)2,4502,45004673830.16%-84
ASML Holding N V
N Y REGISTRY SHS
3,6123,632+202,5032,4070.98%-97
Equifax Inc(EFX)8,8878,88702,2652,1650.88%-100
Alphabet Inc Cl A(GOOG)4,2604,405+1458066810.28%-125
Emerson Elec Co(EMR)9,1969,19601,1401,0080.41%-131
Amazon Com Inc(AMZN)4,8054,846+411,0549220.38%-132
Canadian Natl Ry Co(CNI)34,15434,094-603,4673,3231.36%-144
Paypal Hldgs Inc(PYPL)9,0899,074-157765920.24%-184
Caterpillar Inc(CAT)5750-5752090-209
Merck & Co(MRK)21,96021,948-122,1851,9700.81%-215
Parker-Hannifin Corp(PH)13,81013,906+968,7848,4533.46%-331
Apple Inc(AAPL)14,29314,313+203,5793,1791.30%-400
Cadence Design Systems Inc(CDNS)9,5009,566+662,8542,4330.99%-421
Cameco Corp(CCJ)46,38046,38002,3831,9090.78%-474
Biogen Inc(BIIB)31,72131,652-694,8514,3311.77%-520
Cummins Inc(CMI)21,91222,160+2487,6396,9462.84%-693
Ionis Pharmaceuticals Inc(IONS)216,000215,290-7107,5516,4952.66%-1,056
Regeneron Pharmaceuticals(REGN)29,88630,561+67521,28919,3837.92%-1,906
IonQ Inc(IONQ)238,265277,439+39,1749,9526,1232.50%-3,829
Iovance Biotherapeutics Inc(IOVA)1,060,7551,176,853+116,0987,8503,9191.60%-3,931
Microsoft Corp(MSFT)105,914106,076+16244,64339,82016.28%-4,823
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