Fund HoldingsOrion Investment Co

Total Portfolio Value
$282.46M
Total Bought
$18.61M
Total Sold
$34.59M
Net Transaction
-$15.97M
Filing Period:
Securities
SharesValue ($K)
Q1 2025
Q2 2025
Change
Q1 2025
Q2 2025
Weight (%)
Change
Microsoft Corp(MSFT)106,076105,418-65839,82052,43618.56%+12,616
Palantir Technologies Inc(PLTR)129,362134,525+5,16310,91818,3386.49%+7,420
IonQ Inc(IONQ)277,439271,464-5,9756,12311,6654.13%+5,542
Blueprint Medicines Corp109,033106,134-2,8999,65113,6044.82%+3,954
Vanguard Index Fds05,663+5,66303,2171.14%+3,217
Ionis Pharmaceuticals Inc(IONS)215,290217,370+2,0806,4958,5883.04%+2,093
Cameco Corp(CCJ)46,38045,280-1,1001,9093,3611.19%+1,452
Servicenow Inc(NOW)1,3262,218+8921,0562,2800.81%+1,225
Parker-Hannifin Corp(PH)13,90613,715-1918,4539,5803.39%+1,127
Shopify Inc(SHOP)45,22444,499-7254,3185,1331.82%+815
ASML Holding N V
N Y REGISTRY SHS
3,6323,944+3122,4073,1611.12%+754
Cadence Design Systems Inc(CDNS)9,56610,233+6672,4333,1531.12%+720
Enterprise Prods Partners L(EPD)020,522+20,52206360.23%+636
Royal Gold Inc(RGLD)26,63027,109+4794,3544,8211.71%+467
Cummins Inc(CMI)22,16022,628+4686,9467,4112.62%+465
Huntington Ingalls Inds Inc(HII)12,67612,411-2652,5862,9971.06%+410
Palo Alto Networks Inc(PANW)10,20110,300+991,7412,1080.75%+367
Rigetti Computing Inc(RGTI)93,32091,435-1,8857391,0840.38%+345
Qualcomm Inc(QCOM)123,557121,290-2,26718,98019,3176.84%+337
Newmont Corporation(NEM)25,59026,415+8251,2351,5390.54%+303
General Dynamics Corp(GD)20,15819,801-3575,4955,7752.04%+280
International Business Machs(IBOC)5,6105,61001,3951,6540.59%+259
Caterpillar Inc(CAT)0575+57502230.08%+223
Emerson Elec Co(EMR)9,1969,19601,0081,2260.43%+218
Oracle Corp(ORCL)0995+99502180.08%+218
Amazon Com Inc(AMZN)4,8464,84609221,0630.38%+141
Canadian Natl Ry Co(CNI)34,09433,294-8003,3233,4641.23%+141
Equifax Inc(EFX)8,8878,88702,1652,3050.82%+141
Iovance Biotherapeutics Inc(IOVA)1,176,8532,338,563+1,161,7103,9194,0221.42%+103
Alphabet Inc Cl A(GOOG)4,4054,425+206817800.28%+99
Meta Platforms Inc A(META)59559503434390.16%+96
Alliance Resources Partners L(ARLP)24,80029,200+4,4006777630.27%+87
Boeing Co(BA)1,9041,90403253990.14%+74
Paypal Hldgs Inc(PYPL)9,0748,859-2155926580.23%+66
Alphabet Inc Cl C(GOOG)2,4502,45003834350.15%+52
Walmart Inc(WMT)4,6564,65604094550.16%+47
Philip Morris Intl Inc(PM)1,5781,57802502870.10%+37
Abbott Labs65,64364,258-1,3858,7088,7403.09%+32
Home Depot Inc(HD)80080002932930.10%0
Commerce Bancshares Inc(CBSH)11,24211,24207006990.25%-1
Southern Co(SO)6,0116,01105535520.20%-1
Coca Cola Co(KO)6,0836,08304364300.15%-5
Union Pac Corp(UNP)1,1651,16502752680.09%-7
Garmin Ltd(GRMN)1,2001,20002612500.09%-10
Altria Group(MO)8,2968,29604984860.17%-12
Nextera Energy Inc(NEE)99,874101,747+1,8737,0807,0632.50%-17
McDonalds Corp(MCD)86086002692510.09%-17
Pfizer(PFE)16,70016,600-1004234020.14%-21
Shell Plc(SHEL)7,9937,989-45865630.20%-23
Aflac Inc(AFL)4,4004,40004894640.16%-25
Eli Lilly & Co(LLY)476471-53933670.13%-26
Pepsico Inc(PEP)1,7521,75202632310.08%-31
Chevron Corp New(CVX)1,8681,86803122670.09%-45
Johnson & Johnson(JNJ)4,9734,97308257600.27%-65
Berkshire Hathaway Inc Del1,8781,87801,0009120.32%-88
Atmos Energy Corp(ATO)16,05715,512-5452,4822,3910.85%-92
McCormick & Co Inc(MKC)6,9856,370-6155754830.17%-92
Spire Inc(SR)18,31218,31201,4331,3370.47%-96
Ameren Corp(AEE)14,15613,656-5001,4211,3120.46%-110
Intel Corp(INTC)154,136150,436-3,7003,5003,3701.19%-131
Abbvie Inc(ABBV)6,1166,11601,2811,1350.40%-146
Biogen Inc(BIIB)31,65232,901+1,2494,3314,1321.46%-199
UnitedHealth Group Inc(UNH)1,1001,10005763430.12%-233
Energizer Hldgs Inc New(ENR)8,0000-8,0002390-239
Apple Inc(AAPL)14,31314,31303,1792,9371.04%-243
Edgewell Pers Care Co(EPC)8,0000-8,0002500-250
Merck & Co(MRK)21,94821,174-7741,9701,6760.59%-294
Hershey Co(HSY)38,37737,640-7376,5646,2462.21%-317
Bristol-Myers Squibb Co(BMY)25,21225,208-41,5381,1670.41%-371
Procter And Gamble Co(PG)59,87458,809-1,06510,2049,3693.32%-834
Exxon Mobil Corp86,22584,195-2,03010,2559,0763.21%-1,179
Regeneron Pharmaceuticals(REGN)30,56130,271-29019,38315,8925.63%-3,490
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