Fund HoldingsOrion Investment Co

Total Portfolio Value
$257.23M
Total Bought
$16.48M
Total Sold
$8.13M
Net Transaction
+$8.36M
Filing Period:
Securities
SharesValue ($K)
Q2 2024
Q3 2024
Change
Q2 2024
Q3 2024
Weight (%)
Change
Iovance Biotherapeutics Inc(IOVA)794,700906,285+111,5856,3738,5103.31%+2,137
Parker-Hannifin Corp(PH)13,76813,775+76,9648,7033.38%+1,739
Palantir Technologies Inc(PLTR)104,145116,340+12,1952,6384,3281.68%+1,690
Nextera Energy Inc(NEE)96,14095,313-8276,8088,0573.13%+1,249
Cummins Inc(CMI)21,70421,824+1206,0107,0662.75%+1,056
Intel Corp(INTC)148,120231,285+83,1654,5875,4262.11%+839
IonQ Inc(IONQ)194,100235,275+41,1751,3652,0560.80%+692
Abbott Labs67,82867,503-3257,0487,6962.99%+648
Procter And Gamble Co(PG)57,65358,387+7349,50810,1133.93%+604
Shopify Inc(SHOP)36,88937,554+6652,4373,0101.17%+573
Equifax Inc(EFX)8,8878,88702,1552,6121.02%+457
Hershey Co(HSY)33,35834,066+7086,1326,5332.54%+401
Atmos Energy Corp(ATO)15,91515,890-251,8562,2040.86%+348
Cadence Design Systems Inc(CDNS)5,2237,104+1,8811,6071,9250.75%+318
Apple Inc(AAPL)13,79313,79302,9053,2141.25%+309
International Business Machs(IBOC)5,6105,61009701,2400.48%+270
Bristol-Myers Squibb Co(BMY)25,40525,220-1851,0551,3050.51%+250
General Dynamics Corp(GD)19,97420,001+275,7956,0442.35%+249
Exxon Mobil Corp83,10283,689+5879,5679,8103.81%+243
Huntington Ingalls Inds Inc(HII)13,16213,154-83,2423,4781.35%+235
Ameren Corp(AEE)14,15614,15601,0071,2380.48%+231
Caterpillar Inc(CAT)0575+57502250.09%+225
Garmin Ltd(GRMN)01,200+1,20002110.08%+211
Berkshire Hathaway Inc Del1,0501,378+3284276340.25%+207
Royal Gold Inc(RGLD)13,06013,085+251,6351,8360.71%+201
Paypal Hldgs Inc(PYPL)9,0699,039-305267050.27%+179
Abbvie Inc(ABBV)5,7785,758-209911,1370.44%+146
Newmont Corporation(NEM)11,85111,836-154966330.25%+136
Spire Inc(SR)18,36218,36201,1151,2360.48%+120
Aflac Inc(AFL)4,4004,40003934920.19%+99
UnitedHealth Group Inc(UNH)1,1001,10005606430.25%+83
McCormick & Co Inc(MKC)7,2557,25505155970.23%+82
Johnson & Johnson(JNJ)4,9734,97307278060.31%+79
Walmart Inc(WMT)4,6564,65603153760.15%+61
Southern Co(SO)6,4356,011-4244995420.21%+43
McDonalds Corp(MCD)86086002192620.10%+43
Coca Cola Co(KO)5,0835,08303243650.14%+42
Meta Platforms Inc A(META)59559503003410.13%+41
Altria Group(MO)7,3017,30103333730.14%+40
Commerce Bancshares Inc(CBSH)10,70810,70805976360.25%+39
Union Pac Corp(UNP)1,1361,156+202572850.11%+28
Energizer Hldgs Inc New(ENR)8,0008,00002362540.10%+18
Pfizer(PFE)16,70016,70004674830.19%+16
Palo Alto Networks Inc(PANW)3,3833,385+21,1471,1570.45%+10
Pepsico Inc(PEP)1,7521,75202892980.12%+9
Emerson Elec Co(EMR)9,1969,19601,0131,0060.39%-7
Eli Lilly & Co(LLY)46246204184090.16%-9
Chevron Corp New(CVX)1,8681,86802922750.11%-17
Home Depot Inc(HD)1,000800-2003443240.13%-20
Amazon Com Inc(AMZN)4,4054,40508518210.32%-30
Alphabet Inc Cl C(GOOG)2,4002,450+504404100.16%-31
Edgewell Pers Care Co(EPC)8,0008,00003222910.11%-31
Canadian Natl Ry Co(CNI)34,71434,704-104,1014,0661.58%-35
Shell Plc(SHEL)8,0058,00505785280.21%-50
Boeing Co(BA)1,9541,904-503562890.11%-66
Alphabet Inc Cl A(GOOG)4,1854,18507626940.27%-68
Cameco Corp(CCJ)45,90045,780-1202,2582,1860.85%-72
Regeneron Pharmaceuticals(REGN)29,48829,386-10230,99330,89212.01%-101
Bluebird Bio Inc225,765225,76502221170.05%-105
ASML Holding N V
N Y REGISTRY SHS
2,2012,507+3062,2512,0890.81%-162
Merck & Co(MRK)21,96021,96002,7192,4940.97%-225
Biogen Inc(BIIB)32,64332,555-887,5676,3102.45%-1,257
Microsoft Corp(MSFT)105,302105,617+31547,06545,44717.67%-1,618
Ionis Pharmaceuticals Inc(IONS)218,570218,525-4510,4178,7543.40%-1,663
Blueprint Medicines Corp108,790108,610-18011,72510,0463.91%-1,679
Qualcomm Inc(QCOM)120,164121,630+1,46623,93420,6838.04%-3,251
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