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
IAUMISHARES GOLD TR
$105K
SYU1SYNOVUS FINL CORP
$103K
SCHFSCHWAB STRATEGIC TR
$103K
ONONON HLDG AG
$102K
COWZPACER FDS TR
$102K
AVGEAMERICAN CENTY ETF TR
$99K
ARCCARES CAPITAL CORP
$97K
DFAIDIMENSIONAL ETF TRUST
$96K
DFSEDIMENSIONAL ETF TRUST
$96K
GEGE AEROSPACE
$95K
GOOGLALPHABET INC CALL FEB 330
$94K
AKREPROFESIONALLY MANAGED PORTFO
$91K
AWCAMERICAN WTR WKS CO INC NEW
$91K
IJSISHARES TR
$91K
OWLBLUE OWL CAPITAL INC
$89K
TOSTTOAST INC
$88K
CSCOCISCO SYS INC
$88K
TRMBTRIMBLE INC
$86K
IAU*ISHARES GOLD TR
$85K
APOAPOLLO GLOBAL MGMT INC
$85K
DFAXDIMENSIONAL ETF TRUST
$85K
PANWPALO ALTO NETWORKS INC
$84K
BMYBRISTOL-MYERS SQUIBB CO
$83K
FLAXFRANKLIN TEMPLETON ETF TR
$81K
AGGISHARES TR
$80K
CLCOLGATE PALMOLIVE CO
$79K
IBHJISHARES TR
$79K
CVXCHEVRON CORP NEW
$79K
NULGNUSHARES ETF TR
$78K
IBHKISHARES TR
$77K
NKENIKE INC
$76K
IEXIDEX CORP
$73K
PKGPACKAGING CORP AMER
$71K
XYLXYLEM INC
$71K
KOCOCA COLA CO
$71K
ITOTISHARES TR
$70K
PPAINVESCO EXCHANGE TRADED FD T
$69K
NVSNNOVARTIS AG
$68K
VUGVANGUARD INDEX FDS
$68K
LRCXLAM RESEARCH CORP
$68K
VGTVANGUARD WORLD FD
$67K
FNFFIDELITY NATIONAL FINANCIAL
$66K
SNASNAP ON INC
$66K
RGTIRIGETTI COMPUTING INC
$66K
OEFISHARES TR
$66K
KRKROGER CO
$65K
USMVISHARES TR
$65K
TERTERADYNE INC
$65K
RMBS*RAMBUS INC DEL
$64K
BROBROWN & BROWN INC
$64K
SSENTINELONE INC
$63K
BSEPINNOVATOR ETFS TRUST
$62K
AMDADVANCED MICRO DEVICES INC CALL JAN 160
$62K
AONAON PLC
$62K
ONEYSPDR SERIES TRUST
$62K
NULVNUSHARES ETF TR
$61K
DISDISNEY WALT CO
$60K
TSMTAIWAN SEMICONDUCTOR MFG LTD
$59K
VIGIVANGUARD WHITEHALL FDS
$59K
ITWILLINOIS TOOL WKS INC
$59K
MDTMEDTRONIC PLC
$59K
CRMDCORMEDIX INC
$58K
GEVGE VERNOVA INC
$58K
NUDMNUSHARES ETF TR
$57K
VVVANGUARD INDEX FDS
$57K
VCITVANGUARD SCOTTSDALE FDS
$56K
ALBALBEMARLE CORP
$56K
DFAUDIMENSIONAL ETF TRUST
$55K
CSXCSX CORP
$55K
AAPLAPPLE INC CALL JAN 290
$54K
AAALCOA CORP
$53K
SPSMSPDR SERIES TRUST
$53K
LRCXLAM RESEARCH CORP CALL FEB 165
$51K
BBJPJ P MORGAN EXCHANGE TRADED F
$50K
LUMNLUMEN TECHNOLOGIES INC
$50K
NSCNORFOLK SOUTHN CORP
$48K
BSVVANGUARD BD INDEX FDS
$48K
CRWDCROWDSTRIKE HLDGS INC
$47K
LOWLOWES COS INC
$47K
XLISELECT SECTOR SPDR TR
$46K
MCHPMICROCHIP TECHNOLOGY INC.
$45K
DOVDOVER CORP
$45K
RIVNRIVIAN AUTOMOTIVE INC
$45K
BKBANK NEW YORK MELLON CORP
$44K
WTRGESSENTIAL UTILS INC
$43K
SPYSPDR S&P 500 ETF TR
$42K
AVSEAMERICAN CENTY ETF TR
$42K
VBRVANGUARD INDEX FDS
$41K
BNOVINNOVATOR ETFS TRUST
$41K
PYPLPAYPAL HLDGS INC
$40K
VCRVANGUARD WORLD FD
$39K
CARRCARRIER GLOBAL CORPORATION
$39K
AREALEXANDRIA REAL ESTATE EQ IN
$38K
EBAEBAY INC.
$38K
HTGCHERCULES CAPITAL INC
$37K
ORCLORACLE CORP
$37K
RHCRH PLC
$37K
PANWPALO ALTO NETWORKS INC CALL JAN 190
$36K
STWDSTARWOOD PPTY TR INC
$36K
PSMOPACER FDS TR
$36K
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