Orion Capital Management LLC Q4 2025 Filing

Filed February 3, 2026

Portfolio Value

$297.4B

Holdings

496

Report Date

Q4 2025

Filing Type

13F-HR

All Holdings (496 positions)

StockValue
BMAYINNOVATOR ETFS TRUST
$389.0M
TJXTJX COS INC NEW
$383.0M
CWBSPDR SERIES TRUST
$356.0M
LMTLOCKHEED MARTIN CORP
$350.0M
AXPAMERICAN EXPRESS CO
$347.0M
SYFSYNCHRONY FINANCIAL
$344.0M
IBHHISHARES TR
$331.0M
EQWLINVESCO EXCHANGE TRADED FD T
$327.0M
IBHFISHARES TR
$323.0M
VTVVANGUARD INDEX FDS
$317.0M
GQ9SPDR GOLD TR
$317.0M
JPSTJ P MORGAN EXCHANGE TRADED F
$315.0M
MGCVANGUARD WORLD FD
$315.0M
IBHGISHARES TR
$312.0M
SPMDSPDR SERIES TRUST
$307.0M
METAMETA PLATFORMS INC
$301.0M
AQLTISHARES TR
$300.0M
DFSIDIMENSIONAL ETF TRUST
$298.0M
SCCOSOUTHERN COPPER CORP
$282.0M
NVDANVIDIA CORPORATION CALL JAN 190
$279.0M
SCHBSCHWAB STRATEGIC TR
$276.0M
MTUMISHARES TR
$276.0M
NOWSERVICENOW INC
$275.0M
WFCWELLS FARGO CO NEW
$267.0M
IWDISHARES TR
$267.0M
BFEBINNOVATOR ETFS TRUST
$267.0M
XOMEXXON MOBIL CORP
$267.0M
NOCNORTHROP GRUMMAN CORP
$266.0M
OREALTY INCOME CORP
$264.0M
CFGCITIZENS FINL GROUP INC
$261.0M
HALOHALOZYME THERAPEUTICS INC
$259.0M
GSGOLDMAN SACHS GROUP INC
$254.0M
XLFSELECT SECTOR SPDR TR
$253.0M
PINSPINTEREST INC
$253.0M
DFIVDIMENSIONAL ETF TRUST
$245.0M
ABTABBOTT LABS
$242.0M
VOTVANGUARD INDEX FDS
$242.0M
XBJAINNOVATOR ETFS TRUST
$241.0M
SLVISHARES SILVER TR
$237.0M
SPYMSPDR SERIES TRUST
$233.0M
BDECINNOVATOR ETFS TRUST
$232.0M
MDYSPDR S&P MIDCAP 400 ETF TR
$225.0M
SUSBISHARES TR
$224.0M
MGKVANGUARD WORLD FD
$218.0M
XBOCINNOVATOR ETFS TRUST
$212.0M
HONHONEYWELL INTL INC
$207.0M
MAMASTERCARD INCORPORATED
$205.0M
PGPROCTER AND GAMBLE CO
$200.0M
PEPPEPSICO INC
$198.0M
QUALISHARES TR
$198.0M
TDYTELEDYNE TECHNOLOGIES INC
$191.0M
CCLCARNIVAL CORP
$180.0M
VOVANGUARD INDEX FDS
$179.0M
BKNGBOOKING HOLDINGS INC
$176.0M
UJANINNOVATOR ETFS TRUST
$172.0M
SPDWSPDR INDEX SHS FDS
$170.0M
AVSDAMERICAN CENTY ETF TR
$168.0M
NEENEXTERA ENERGY INC
$166.0M
IJTISHARES TR
$160.0M
ASMLASML HOLDING N V
$157.0M
ETENERGY TRANSFER L P
$153.0M
BJULINNOVATOR ETFS TRUST
$152.0M
FALNISHARES TR
$150.0M
VEAVANGUARD TAX-MANAGED FDS
$147.0M
BABAALIBABA GROUP HLDG LTD
$146.0M
SHOPSHOPIFY INC
$143.0M
VHTVANGUARD WORLD FD
$143.0M
VIKVIKING HOLDINGS LTD
$143.0M
CWCURTISS WRIGHT CORP
$142.0M
BJUNINNOVATOR ETFS TRUST
$140.0M
REETISHARES TR
$137.0M
IBITISHARES BITCOIN TRUST ETF
$136.0M
AAPLAPPLE INC CALL JAN 270
$135.0M
KLACKLA CORP
$134.0M
DFAEDIMENSIONAL ETF TRUST
$134.0M
VBVANGUARD INDEX FDS
$133.0M
EWEDWARDS LIFESCIENCES CORP
$129.0M
FNFABRINET
$128.0M
BAPRINNOVATOR ETFS TRUST
$128.0M
WMTWALMART INC
$127.0M
CMICUMMINS INC
$125.0M
GOOGLALPHABET INC CALL JAN 320
$125.0M
BXBLACKSTONE INC
$123.0M
BACVERIZON COMMUNICATIONS INC
$122.0M
SOFISOFI TECHNOLOGIES INC
$120.0M
UPSTUPSTART HLDGS INC
$118.0M
DFSBDIMENSIONAL ETF TRUST
$118.0M
IBHIISHARES TR
$118.0M
MCKMCKESSON CORP
$118.0M
UNFUNIFIRST CORP MASS
$117.0M
CIENCIENA CORP
$116.0M
VBKVANGUARD INDEX FDS
$114.0M
GDGENERAL DYNAMICS CORP
$113.0M
ISRGINTUITIVE SURGICAL INC CALL JAN 560
$113.0M
WELLWELLTOWER INC
$109.0M
TRVCCITIGROUP INC
$108.0M
MOALTRIA GROUP INC
$108.0M
ASMLASML HOLDING N V CALL JAN 1140
$106.0M
TSLATESLA INC
$106.0M
EZUISHARES INC
$106.0M
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