Fund Holdings — Orion Investment Co

Total Portfolio Value
$342.71M
Total Bought
$41.89M
Total Sold
$35.90M
Net Transaction
+$5.99M
Filing Period:
Securities
▲▼
SharesValue ($K)
Q1 2026
▲▼
Q2 2026
▲▼
Change
▲▼
Q1 2026
▲▼
Q2 2026
▲▼
Weight (%)
▲▼
Change
▲▼
Intel Corp(INTC)150,059150,258+1996,62220,9816.12%+14,358
IonQ Inc(IONQ)278,764280,198+1,4348,03714,9234.35%+6,887
Qualcomm Inc(QCOM)121,127115,722-5,40515,59921,3846.24%+5,786
Cummins Inc(CMI)22,94022,737-20312,34216,2164.73%+3,874
ASML Holding N V
N Y REGISTRY SHS
5,3715,338-337,09410,6203.10%+3,525
Broadcom Inc(AVGO)5,11410,046+4,9321,5833,7951.11%+2,212
Palo Alto Networks Inc(PANW)10,79510,860+651,7313,7031.08%+1,973
Rigetti Computing Inc(RGTI)162,708201,345+38,6372,2843,8901.14%+1,606
Arrowhead Pharmaceuticals In(ARWR)62,53565,831+3,2963,9215,3661.57%+1,445
Iovance Biotherapeutics Inc(IOVA)2,065,6522,073,202+7,5507,2508,6252.52%+1,374
Biogen Inc(BIIB)39,61039,571-397,2628,5502.49%+1,288
Vanguard Index Fds5,8986,873+9753,5244,7201.38%+1,196
Parker-Hannifin Corp(PH)14,01514,019+412,54713,7124.00%+1,165
Cadence Design Systems Inc(CDNS)10,89511,100+2053,0274,1661.22%+1,139
Oklo Inc(OKLO)8,91523,102+14,1874421,2090.35%+767
Ionis Pharmaceuticals Inc(IONS)225,015220,335-4,68016,89617,4705.10%+574
Union Pac Corp(UNP)6,9678,267+1,3001,6902,2490.66%+558
Apple Inc(AAPL)14,35414,35403,6434,1531.21%+511
Alphabet Inc Cl A(GOOG)4,3794,384+51,2591,5670.46%+307
General Dynamics Corp(GD)19,84120,053+2126,8107,1042.07%+294
Taiwan Semiconductor Manufac(TSM)0581+58102770.08%+277
GE Aerospace(GE)0625+62502340.07%+234
Edgewell Personal Care Co(EPC)08,000+8,00002150.06%+215
Procter And Gamble Co(PG)59,62660,153+5278,6128,8212.57%+208
Abbvie Inc(ABBV)6,1116,102-91,3291,5360.45%+206
Caterpillar Inc(CAT)57557504076120.18%+205
American Express Co(AXP)0600+60002030.06%+203
Alphabet Inc Cl C(GOOG)2,4102,41006918520.25%+160
Amazon Com Inc(AMZN)4,9204,92001,0251,1730.34%+148
Merck & Co(MRK)20,57420,383-1912,4752,6190.76%+144
Emerson Elec Co(EMR)9,1969,366+1701,2051,3410.39%+136
Enterprise Prods Partners L(EPD)42,09246,916+4,8241,5931,7250.50%+132
Eli Lilly & Co(LLY)46146104245530.16%+129
Commerce Bancshares Inc(CBSH)11,80411,80405816820.20%+101
Altria Group(MO)8,2968,310+145475980.17%+50
Johnson & Johnson(JNJ)4,8584,871+131,1871,2370.36%+50
Ameren Corp(AEE)13,20213,193-91,4511,4910.44%+40
Berkshire Hathaway Inc Del1,5781,57807567900.23%+33
Boeing Co(BA)1,9041,90403794120.12%+33
Coca Cola Co(KO)6,0836,096+134634950.14%+33
Philip Morris Intl Inc(PM)1,8211,82103013290.10%+28
Home Depot Inc(HD)800803+32632830.08%+20
International Business Machs(IBOC)5,6104,893-7171,3601,3760.40%+16
Aflac Inc(AFL)4,4004,225-1754834950.14%+13
Garmin Ltd(GRMN)1,2001,20002782850.08%+7
Servicenow Inc(NOW)20,84421,967+1,1232,1792,1810.64%+2
Southern Co(SO)5,8455,855+105645600.16%-4
Meta Platforms Inc A(META)59559503403350.10%-5
McCormick & Co Inc(MKC)5,9705,670-3003012860.08%-15
Canadian Natl Ry Co(CNI)4,4813,691-7904614400.13%-20
McDonalds Corp(MCD)840844+42612280.07%-33
Atmos Energy Corp(ATO)18,90120,034+1,1333,4913,4511.01%-40
Walmart Inc(WMT)4,5064,459-475605050.15%-55
Pfizer(PFE)16,20616,20604553900.11%-65
Chevron Corp New(CVX)1,8171,826+93763030.09%-73
Shell Plc(SHEL)7,9897,98907436190.18%-124
Alliance Resources Partners L(ARLP)44,20043,600-6001,2221,0460.31%-177
Equifax Inc(EFX)8,8878,88701,6001,4110.41%-190
Shopify Inc(SHOP)50,04350,263+2205,9365,7391.67%-197
Spire Inc(SR)17,70417,70401,6031,3830.40%-220
Cameco Corp(CCJ)54,56554,950+3855,9265,5971.63%-329
Bristol-Myers Squibb Co(BMY)22,55317,512-5,0411,3681,0090.29%-359
Newmont Corporation(NEM)28,11228,032-803,0432,6180.76%-425
Nextera Energy Inc(NEE)104,089105,281+1,1929,6689,2412.70%-427
Vanguard Index Fds3,9541,954-2,0001,2687230.21%-545
Huntington Ingalls Inds Inc(HII)12,51113,171+6604,7533,6861.08%-1,066
Microsoft Corp(MSFT)106,910102,763-4,14739,57538,33311.19%-1,242
Hershey Co(HSY)38,98439,074+908,1046,8562.00%-1,249
Royal Gold Inc(RGLD)29,87529,943+687,6035,9771.74%-1,626
Exxon Mobil Corp84,75284,277-47514,37911,5223.36%-2,857
Palantir Technologies Inc(PLTR)134,804134,516-28819,71915,6944.58%-4,025
Abbott Labs62,62412,675-49,9496,4301,1500.34%-5,279
Regeneron Pharmaceuticals(REGN)30,83729,501-1,33623,82618,3955.37%-5,431
Page 1 of 1
Orion Investment Co — 13F Holdings — Q2 2026 | TickerTrail