Fund HoldingsOrion Investment Co

Total Portfolio Value
$250.66M
Total Bought
$33.88M
Total Sold
$7.89M
Net Transaction
+$25.99M
Filing Period:
Securities
SharesValue ($K)
Q3 2024
Q4 2024
Change
Q3 2024
Q4 2024
Weight (%)
Change
IonQ Inc(IONQ)235,275238,265+2,9902,0569,9523.97%+7,896
Palantir Technologies Inc(PLTR)116,340116,910+5704,3288,8423.53%+4,514
Shopify Inc(SHOP)37,55437,914+3603,0104,0311.61%+1,022
Royal Gold Inc(RGLD)13,08521,516+8,4311,8362,8371.13%+1,001
Cadence Design Systems Inc(CDNS)7,1049,500+2,3961,9252,8541.14%+929
Cummins Inc(CMI)21,82421,912+887,0667,6393.05%+572
ASML Holding N V
N Y REGISTRY SHS
2,5073,612+1,1052,0892,5031.00%+414
Apple Inc(AAPL)13,79314,293+5003,2143,5791.43%+365
Amazon Com Inc(AMZN)4,4054,805+4008211,0540.42%+233
Berkshire Hathaway Inc Del1,3781,878+5006348510.34%+217
Cameco Corp(CCJ)45,78046,380+6002,1862,3830.95%+197
Emerson Elec Co(EMR)9,1969,19601,0061,1400.45%+134
Palo Alto Networks Inc(PANW)3,3857,067+3,6821,1571,2860.51%+129
Bristol-Myers Squibb Co(BMY)25,22025,22001,3051,4260.57%+122
Alphabet Inc Cl A(GOOG)4,1854,260+756948060.32%+112
Parker-Hannifin Corp(PH)13,77513,810+358,7038,7843.50%+80
Paypal Hldgs Inc(PYPL)9,0399,089+507057760.31%+70
Commerce Bancshares Inc(CBSH)10,70811,242+5346367000.28%+64
Altria Group(MO)7,3018,296+9953734340.17%+61
Alphabet Inc Cl C(GOOG)2,4502,45004104670.19%+57
Boeing Co(BA)1,9041,90402893370.13%+48
Walmart Inc(WMT)4,6564,65603764210.17%+45
Garmin Ltd(GRMN)1,2001,20002112480.10%+36
Atmos Energy Corp(ATO)15,89016,057+1672,2042,2360.89%+32
Energizer Hldgs Inc New(ENR)8,0008,00002542790.11%+25
Ameren Corp(AEE)14,15614,15601,2381,2620.50%+24
Coca Cola Co(KO)5,0836,083+1,0003653790.15%+13
Spire Inc(SR)18,36218,36201,2361,2450.50%+10
Meta Platforms Inc A(META)59559503413480.14%+8
Chevron Corp New(CVX)1,8681,86802752710.11%-5
International Business Machs(IBOC)5,6105,61001,2401,2330.49%-7
McDonalds Corp(MCD)86086002622490.10%-13
Home Depot Inc(HD)80080003243110.12%-13
Caterpillar Inc(CAT)57557502252090.08%-16
Union Pac Corp(UNP)1,1561,15602852640.11%-21
Edgewell Pers Care Co(EPC)8,0008,00002912690.11%-22
Shell Plc(SHEL)8,0058,00505285020.20%-26
Pepsico Inc(PEP)1,7521,75202982660.11%-32
Aflac Inc(AFL)4,4004,40004924550.18%-37
Pfizer(PFE)16,70016,70004834430.18%-40
Abbvie Inc(ABBV)5,7586,146+3881,1371,0920.44%-45
McCormick & Co Inc(MKC)7,2557,235-205975520.22%-45
Southern Co(SO)6,0116,01105424950.20%-47
Eli Lilly & Co(LLY)46246204093570.14%-53
Abbott Labs67,50367,428-757,6967,6273.04%-69
UnitedHealth Group Inc(UNH)1,1001,10006435560.22%-87
Johnson & Johnson(JNJ)4,9734,97308067190.29%-87
Bluebird Bio Inc225,7650-225,7651170-117
Procter And Gamble Co(PG)58,38759,355+96810,1139,9513.97%-162
Newmont Corporation(NEM)11,83611,276-5606334200.17%-213
Merck & Co(MRK)21,96021,96002,4942,1850.87%-309
Equifax Inc(EFX)8,8878,88702,6122,2650.90%-347
Blueprint Medicines Corp108,610108,670+6010,0469,4783.78%-568
Canadian Natl Ry Co(CNI)34,70434,154-5504,0663,4671.38%-599
Exxon Mobil Corp83,68985,602+1,9139,8109,2083.67%-602
Iovance Biotherapeutics Inc(IOVA)906,2851,060,755+154,4708,5107,8503.13%-660
General Dynamics Corp(GD)20,00120,198+1976,0445,3222.12%-722
Hershey Co(HSY)34,06634,017-496,5335,7612.30%-772
Microsoft Corp(MSFT)105,617105,914+29745,44744,64317.81%-804
Nextera Energy Inc(NEE)95,31399,028+3,7158,0577,0992.83%-957
Huntington Ingalls Inds Inc(HII)13,15412,676-4783,4782,3950.96%-1,082
Ionis Pharmaceuticals Inc(IONS)218,525216,000-2,5258,7547,5513.01%-1,203
Biogen Inc(BIIB)32,55531,721-8346,3104,8511.94%-1,460
Qualcomm Inc(QCOM)121,630122,747+1,11720,68318,8567.52%-1,827
Intel Corp(INTC)231,285154,511-76,7745,4263,0981.24%-2,328
Regeneron Pharmaceuticals(REGN)29,38629,886+50030,89221,2898.49%-9,603
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