Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
No holdings reported for quarter Q3 2020 |
Top long-term holdings
Name | Quarters owned | Latest quarter owned | Max weighting |
---|---|---|---|
APPLE INC COM | 12 | Q3 2023 | 8.0% |
ISHARES TRUST | 12 | Q3 2023 | 7.2% |
VANGUARD SPECIALIZED FUNDS | 12 | Q3 2023 | 5.3% |
AMAZON COM INC COM | 12 | Q3 2023 | 4.4% |
ISHARES TRUST | 12 | Q3 2023 | 3.2% |
THE TRADE DESK INC | 12 | Q3 2023 | 5.3% |
MICROSOFT CORP COM | 12 | Q3 2023 | 3.0% |
INVESCO EXCHANGE TRADED FD T | 12 | Q3 2023 | 2.6% |
INTUITIVE SURGICAL INC COM | 12 | Q3 2023 | 2.8% |
VANGUARD WHITEHALL FDS | 12 | Q3 2023 | 2.8% |
View Orion Capital Management LLC's complete holdings history.
Latest filings
Type | Filed |
---|---|
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 |
13F-HR | 2022-07-22 |
13F-HR | 2022-05-11 |
13F-HR | 2022-02-07 |
13F-HR | 2021-10-25 |
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.