Orion Capital Management LLC Q2 2025 Filing

Filed July 31, 2025

Portfolio Value

$262.9M

Holdings

473

Report Date

Q2 2025

Filing Type

13F-HR

All Holdings (473 positions)

StockValue
CSCOCISCO SYS INC
$80K
DFAXDIMENSIONAL ETF TRUST
$78K
ADPAUTOMATIC DATA PROCESSING IN
$77K
TRVCCITIGROUP INC
$77K
SPSMSPDR SERIES TRUST
$76K
KRKROGER CO
$76K
CVXCHEVRON CORP NEW
$74K
IEXIDEX CORP
$73K
BMYBRISTOL-MYERS SQUIBB CO
$72K
FLAXFRANKLIN TEMPLETON ETF TR
$71K
TSLATESLA INC
$70K
CVSCVS HEALTH CORP
$69K
FNFFIDELITY NATIONAL FINANCIAL
$69K
XYLXYLEM INC
$68K
PPAINVESCO EXCHANGE TRADED FD T
$67K
IPORENAISSANCE CAP GREENWICH FD
$67K
DISDISNEY WALT CO
$66K
SRESEMPRA
$66K
USMVISHARES TR
$66K
PKGPACKAGING CORP AMER
$65K
NVSNNOVARTIS AG
$64K
JJACOBS SOLUTIONS INC
$64K
ITOTISHARES TR
$64K
AONAON PLC
$63K
EDAEDAP TMS S A
$63K
VGTVANGUARD WORLD FD
$62K
ITWILLINOIS TOOL WKS INC
$62K
BSEPINNOVATOR ETFS TRUST
$61K
AVIGAMERICAN CENTY ETF TR
$61K
ACNACCENTURE PLC IRELAND
$60K
SNASNAP ON INC
$60K
OEFISHARES TR
$59K
SBUXSTARBUCKS CORP
$59K
LULULULULEMON ATHLETICA INC
$56K
VUGVANGUARD INDEX FDS
$56K
CARRCARRIER GLOBAL CORPORATION
$55K
PLDPROLOGIS INC.
$53K
VIGIVANGUARD WHITEHALL FDS
$52K
PYPLPAYPAL HLDGS INC
$52K
VEAVANGUARD TAX-MANAGED FDS
$52K
VVVANGUARD INDEX FDS
$52K
CRWDCROWDSTRIKE HLDGS INC
$52K
DFAUDIMENSIONAL ETF TRUST
$51K
MCHPMICROCHIP TECHNOLOGY INC.
$51K
CSXCSX CORP
$50K
BSVVANGUARD BD INDEX FDS
$49K
LRCXLAM RESEARCH CORP
$49K
BBJPJ P MORGAN EXCHANGE TRADED F
$48K
GEVGE VERNOVA INC
$48K
IBHIISHARES TR
$47K
RMBS*RAMBUS INC DEL
$45K
XLISELECT SECTOR SPDR TR
$45K
LOWLOWES COS INC
$44K
DOVDOVER CORP
$42K
NSCNORFOLK SOUTHN CORP
$42K
ORCLORACLE CORP
$42K
WTRGESSENTIAL UTILS INC
$42K
IAU*ISHARES GOLD TR
$41K
CIENCIENA CORP
$40K
INTCINTEL CORP
$40K
OREALTY INCOME CORP
$40K
VOVANGUARD INDEX FDS
$40K
DUKDUKE ENERGY CORP NEW
$39K
SMCISUPER MICRO COMPUTER INC
$39K
EMNEASTMAN CHEM CO
$39K
BNOVINNOVATOR ETFS TRUST
$39K
GATXGATX CORP
$39K
AVSEAMERICAN CENTY ETF TR
$38K
VBRVANGUARD INDEX FDS
$38K
TEMTEMPUS AI INC
$38K
AFWALIGN TECHNOLOGY INC
$38K
VBVANGUARD INDEX FDS
$37K
OTISOTIS WORLDWIDE CORP
$37K
MDXGMIMEDX GROUP INC
$37K
SPYSPDR S&P 500 ETF TR
$36K
TAT&T INC
$36K
ETNEATON CORP PLC CALL JUL 330
$36K
RGTIRIGETTI COMPUTING INC
$36K
EQHEQUITABLE HLDGS INC
$35K
INMDINMODE LTD
$35K
RIVNRIVIAN AUTOMOTIVE INC
$35K
BKBANK NEW YORK MELLON CORP
$35K
EBAEBAY INC.
$33K
CELHCELSIUS HLDGS INC
$32K
PRGSPROGRESS SOFTWARE CORP
$32K
EWUISHARES TR
$32K
NVDANVIDIA CORP CALL JUL 135
$32K
DECKDECKERS OUTDOOR CORP
$31K
CDWCDW CORP
$31K
TMOTHERMO FISHER SCIENTIFIC INC
$30K
ADIANALOG DEVICES INC
$30K
SCHXSCHWAB STRATEGIC TR
$30K
VEEVA SYS INC CALL JUL 280
$29K
ABNBAIRBNB INC
$28K
NULGNUSHARES ETF TR
$28K
DDOMINION ENERGY INC
$28K
RHCRH PLC
$28K
EMREMERSON ELEC CO
$27K
LHLABCORP HOLDINGS INC
$26K
FCXFREEPORT-MCMORAN INC
$26K
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