| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q1 2013 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| APPLE INC COM | 15 | Q2 2024 | 8.0% |
| ISHARES TRUST | 15 | Q2 2024 | 7.4% |
| VANGUARD SPECIALIZED FUNDS | 15 | Q2 2024 | 5.3% |
| AMAZON COM INC COM | 15 | Q2 2024 | 4.4% |
| ISHARES TRUST | 15 | Q2 2024 | 3.2% |
| MICROSOFT CORP COM | 15 | Q2 2024 | 3.0% |
| INVESCO EXCHANGE TRADED FD T | 15 | Q2 2024 | 2.6% |
| INTUITIVE SURGICAL INC COM | 15 | Q2 2024 | 2.8% |
| THE TRADE DESK INC | 15 | Q2 2024 | 5.3% |
| ALPHABET INC | 15 | Q2 2024 | 2.4% |
View Orion Capital Management LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| N-PX/A | 2024-09-03 |
| N-PX | 2024-08-30 |
| 13F-HR | 2024-08-14 |
| 13F-HR | 2024-05-10 |
| 13F-HR | 2024-02-06 |
| 13F-HR | 2023-11-16 |
| 13F-HR | 2023-08-08 |
| 13F-HR | 2023-05-10 |
| 13F-HR | 2023-01-23 |
| 13F-HR | 2022-10-27 |
View Orion Capital Management LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.