Fund HoldingsOrion Investment Co

Total Portfolio Value
$328.22M
Total Bought
$31.67M
Total Sold
$8.31M
Net Transaction
+$23.36M
Filing Period:
Securities
SharesValue ($K)
Q3 2025
Q4 2025
Change
Q3 2025
Q4 2025
Weight (%)
Change
Regeneron Pharmaceuticals(REGN)30,63730,812+17517,22623,7837.25%+6,557
Ionis Pharmaceuticals Inc(IONS)224,705225,161+45614,70017,8125.43%+3,112
Arrowhead Pharmaceuticals In(ARWR)046,370+46,37003,0790.94%+3,079
Cummins Inc(CMI)22,71122,785+749,59211,6313.54%+2,038
Parker-Hannifin Corp(PH)13,76513,763-210,43612,0973.69%+1,661
Biogen Inc(BIIB)39,42939,404-255,5236,9352.11%+1,411
Royal Gold Inc(RGLD)27,73029,798+2,0685,5626,6242.02%+1,062
Iovance Biotherapeutics Inc(IOVA)1,851,7841,856,934+5,1504,0185,0691.54%+1,051
Shopify Inc(SHOP)48,72249,480+7587,2417,9652.43%+724
Exxon Mobil Corp84,76884,744-249,55810,1983.11%+641
Huntington Ingalls Inds Inc(HII)12,55612,476-803,6154,2431.29%+628
ASML Holding N V
N Y REGISTRY SHS
5,3255,327+25,1555,6991.74%+544
Nextera Energy Inc(NEE)102,140102,769+6297,7118,2502.51%+540
Cameco Corp(CCJ)50,58052,238+1,6584,2424,7791.46%+538
Qualcomm Inc(QCOM)120,914120,663-25120,11520,6396.29%+524
Intel Corp(INTC)149,536149,264-2725,0175,5081.68%+491
Newmont Corporation(NEM)27,92028,172+2522,3542,8130.86%+459
Merck & Co(MRK)20,57420,57401,7272,1660.66%+439
Alphabet Inc Cl A(GOOG)4,4254,379-461,0761,3710.42%+295
Apple Inc(AAPL)14,31314,354+413,6453,9021.19%+258
Vanguard Index Fds5,7135,843+1303,4993,6641.12%+166
Alphabet Inc Cl C(GOOG)2,4502,410-405977560.23%+160
Eli Lilly & Co(LLY)471461-103594950.15%+136
Atmos Energy Corp(ATO)17,66718,658+9913,0173,1280.95%+111
Enterprise Prods Partners L(EPD)33,17735,367+2,1901,0371,1340.35%+96
Bristol-Myers Squibb Co(BMY)24,45822,148-2,3101,1031,1950.36%+92
Johnson & Johnson(JNJ)4,9734,858-1159221,0050.31%+83
Alliance Resources Partners L(ARLP)28,47534,475+6,0007208010.24%+81
International Business Machs(IBOC)5,6105,61001,5831,6620.51%+79
Canadian Natl Ry Co(CNI)33,11332,353-7603,1233,1980.97%+76
Broadcom Inc(AVGO)3,8863,922+361,2821,3570.41%+75
Amazon Com Inc(AMZN)4,8964,920+241,0751,1360.35%+61
Caterpillar Inc(CAT)57557502743290.10%+55
Walmart Inc(WMT)4,6564,506-1504805020.15%+22
Coca Cola Co(KO)6,0836,08304034250.13%+22
Spire Inc(SR)17,70417,70401,4431,4640.45%+21
Shell Plc(SHEL)7,9897,98905715870.18%+16
Emerson Elec Co(EMR)9,1969,19601,2061,2200.37%+14
Boeing Co(BA)1,9041,90404114130.13%+2
Berskhire Hathaway Inc Del1,6781,67808448430.26%-0
McCormick & Co Inc(MKC)6,1205,990-1304094080.12%-2
McDonalds Corp(MCD)860850-102612600.08%-2
Philip Morris Intl Inc(PM)1,5781,57802562530.08%-3
Chevron Corp New(CVX)1,8171,81702822770.08%-5
Union Pac Corp(UNP)1,1651,16502752690.08%-6
Aflac Inc(AFL)4,4004,40004914850.15%-6
Pfizer(PFE)16,60016,60004234130.13%-10
Abbvie Inc(ABBV)6,1166,11601,4161,3970.43%-19
Meta Platforms Inc A(META)59559504373930.12%-44
Southern Co(SO)5,8455,84505545100.16%-44
Home Depot Inc(HD)80080003242750.08%-49
Garmin Ltd(GRMN)1,2001,20002952430.07%-52
Commerce Bancshares Inc(CBSH)11,24211,804+5626726180.19%-54
Altria Group(MO)8,2968,29605484780.15%-70
Ameren Corp(AEE)13,42713,327-1001,4021,3310.41%-71
General Dynamics Corp(GD)19,90719,912+56,7886,7042.04%-85
Hershey Co(HSY)38,35638,391+357,1746,9862.13%-188
Palo Alto Networks Inc(PANW)10,49210,499+72,1361,9340.59%-202
Pepsico Inc(PEP)1,7520-1,7522460-246
Oracle Corp(ORCL)9950-9952800-280
Cadence Design Systems Inc(CDNS)10,42610,684+2583,6623,3401.02%-323
Oklo Inc(OKLO)8,4288,303-1259415960.18%-345
Equifax Inc(EFX)8,8878,88702,2801,9280.59%-351
Servicenow Inc(NOW)2,41112,000+9,5892,2191,8380.56%-381
Abbott Labs63,65963,649-108,5267,9752.43%-552
Rigetti Computing Inc(RGTI)139,230161,270+22,0404,1483,5721.09%-576
Paypal Hldgs Inc(PYPL)8,8590-8,8595940-594
Palantir Technologies Inc(PLTR)134,364134,468+10424,51123,9027.28%-609
Procter And Gamble Co(PG)59,10259,115+139,0818,4722.58%-609
Microsoft Corp(MSFT)105,512105,549+3754,65051,04615.55%-3,604
IonQ Inc(IONQ)275,234277,184+1,95016,92712,4373.79%-4,490
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