Orion Capital Management LLC Q4 2025 Filing

Filed February 3, 2026

Portfolio Value

$297.4M

Holdings

496

Report Date

Q4 2025

Filing Type

13F-HR

All Holdings (496 positions)

StockValue
SGOVISHARES TR
$36.0M
IVVISHARES TR
$25.2M
JAAAJANUS DETROIT STR TR
$21.7M
AVUSAMERICAN CENTY ETF TR
$14.3M
AAPLAPPLE INC
$12.2M
DSTLETF SER SOLUTIONS
$10.7M
VIGVANGUARD SPECIALIZED FUNDS
$9.3M
GOOGALPHABET INC
$7.2M
AMZNAMAZON COM INC
$6.6M
MSFTMICROSOFT CORP
$5.3M
ISRGINTUITIVE SURGICAL INC
$5.2M
RSPINVESCO EXCHANGE TRADED FD T
$5.2M
AVUVAMERICAN CENTY ETF TR
$4.6M
AVDEAMERICAN CENTY ETF TR
$4.5M
NVDANVIDIA CORPORATION
$4.1M
PLTRPALANTIR TECHNOLOGIES INC
$3.9M
DFACDIMENSIONAL ETF TRUST
$3.8M
VYMVANGUARD WHITEHALL FDS
$3.7M
SCHDSCHWAB STRATEGIC TR
$3.2M
AVLVAMERICAN CENTY ETF TR
$2.8M
GOOGLALPHABET INC
$2.8M
JPMJPMORGAN CHASE & CO.
$2.6M
ORLYOREILLY AUTOMOTIVE INC
$2.5M
AVDVAMERICAN CENTY ETF TR
$2.1M
ABBVABBVIE INC
$2.1M
COSTCOSTCO WHSL CORP NEW
$2.0M
IJHISHARES TR
$1.9M
QCOMQUALCOMM INC
$1.8M
VEEVVEEVA SYS INC
$1.8M
PJANINNOVATOR ETFS TRUST
$1.7M
VNQVANGUARD INDEX FDS
$1.7M
LLYELI LILLY & CO
$1.6M
PAUGINNOVATOR ETFS TRUST
$1.5M
XBAPINNOVATOR ETFS TRUST
$1.5M
ETNEATON CORP PLC
$1.5M
DWDMORGAN STANLEY
$1.4M
FSLRFIRST SOLAR INC
$1.4M
VVISA INC
$1.3M
AMDADVANCED MICRO DEVICES INC
$1.3M
NFLXNETFLIX INC
$1.2M
POCTINNOVATOR ETFS TRUST
$1.2M
ALNYALNYLAM PHARMACEUTICALS INC
$1.2M
RTXRTX CORPORATION
$1.2M
FTNTFORTINET INC
$1.2M
SPSBSPDR SERIES TRUST
$1.1M
BACBANK AMERICA CORP
$1.1M
COFCAPITAL ONE FINL CORP
$1.1M
BLKBLACKROCK INC
$1.1M
JNJJOHNSON & JOHNSON
$1.1M
BEBLOOM ENERGY CORP
$1.0M
CRMSALESFORCE INC
$1.0M
DFSUDIMENSIONAL ETF TRUST
$963K
IBMINTERNATIONAL BUSINESS MACHS
$938K
PNOVINNOVATOR ETFS TRUST
$937K
IJRISHARES TR
$937K
VTIVANGUARD INDEX FDS
$935K
PDECINNOVATOR ETFS TRUST
$910K
AVIGAMERICAN CENTY ETF TR
$898K
UBERUBER TECHNOLOGIES INC
$878K
DDTOINNOVATOR ETFS TRUST
$866K
PJULINNOVATOR ETFS TRUST
$862K
MRKMERCK & CO INC
$843K
QQQMINVESCO EXCH TRADED FD TR II
$786K
VOOVANGUARD INDEX FDS
$784K
TTDTHE TRADE DESK INC
$765K
AVEMAMERICAN CENTY ETF TR
$757K
ANETARISTA NETWORKS INC
$725K
PMARINNOVATOR ETFS TRUST
$704K
AVSUAMERICAN CENTY ETF TR
$698K
EXPEEXPEDIA GROUP INC
$687K
AMGNAMGEN INC
$675K
HDHOME DEPOT INC
$673K
TMUST-MOBILE US INC
$670K
ADBEADOBE INC
$661K
AVGOBROADCOM INC
$610K
USBUS BANCORP DEL
$592K
PJUNINNOVATOR ETFS TRUST
$576K
PAPRINNOVATOR ETFS TRUST
$572K
RMERESMED INC
$568K
BJANINNOVATOR ETFS TRUST
$531K
FOURSHIFT4 PMTS INC
$528K
XBJLINNOVATOR ETFS TRUST
$493K
BRK/BBERKSHIRE HATHAWAY INC DEL
$483K
ARLOARLO TECHNOLOGIES INC
$479K
IWFISHARES TR
$478K
PMAYINNOVATOR ETFS TRUST
$478K
CMECME GROUP INC
$463K
BABOEING CO
$454K
WPCWP CAREY INC
$450K
MCDMCDONALDS CORP
$446K
DFUVDIMENSIONAL ETF TRUST
$428K
ZETAZETA GLOBAL HOLDINGS CORP
$417K
4I1PHILIP MORRIS INTL INC
$417K
DELLDELL TECHNOLOGIES INC
$412K
JBBBJANUS DETROIT STR TR
$408K
CATCATERPILLAR INC
$403K
PSEPINNOVATOR ETFS TRUST
$400K
NUNU HLDGS LTD
$400K
BMARINNOVATOR ETFS TRUST
$394K
MRVLMARVELL TECHNOLOGY INC
$390K
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