Orion Investment as of March 31, 2025
Portfolio Holdings for Orion Investment
Orion Investment holds 68 positions in its portfolio as reported in the March 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Microsoft Corporation (MSFT) | 16.3 | $40M | 106k | 375.39 | |
| Regeneron Pharmaceuticals (REGN) | 7.9 | $19M | 31k | 634.23 | |
| Qualcomm (QCOM) | 7.8 | $19M | 124k | 153.61 | |
| Palantir Technologies Cl A (PLTR) | 4.5 | $11M | 129k | 84.40 | |
| Exxon Mobil Corporation (XOM) | 4.2 | $10M | 86k | 118.93 | |
| Procter & Gamble Company (PG) | 4.2 | $10M | 60k | 170.42 | |
| Blueprint Medicines (BPMC) | 3.9 | $9.7M | 109k | 88.51 | |
| Abbott Laboratories (ABT) | 3.6 | $8.7M | 66k | 132.65 | |
| Parker-Hannifin Corporation (PH) | 3.5 | $8.5M | 14k | 607.85 | |
| Nextera Energy (NEE) | 2.9 | $7.1M | 100k | 70.89 | |
| Cummins (CMI) | 2.8 | $6.9M | 22k | 313.44 | |
| Hershey Company (HSY) | 2.7 | $6.6M | 38k | 171.03 | |
| Ionis Pharmaceuticals (IONS) | 2.7 | $6.5M | 215k | 30.17 | |
| Ionq Inc Pipe (IONQ) | 2.5 | $6.1M | 277k | 22.07 | |
| General Dynamics Corporation (GD) | 2.2 | $5.5M | 20k | 272.58 | |
| Royal Gold (RGLD) | 1.8 | $4.4M | 27k | 163.51 | |
| Biogen Idec (BIIB) | 1.8 | $4.3M | 32k | 136.84 | |
| Shopify Cl A (SHOP) | 1.8 | $4.3M | 45k | 95.48 | |
| Iovance Biotherapeutics (IOVA) | 1.6 | $3.9M | 1.2M | 3.33 | |
| Intel Corporation (INTC) | 1.4 | $3.5M | 154k | 22.71 | |
| Canadian Natl Ry (CNI) | 1.4 | $3.3M | 34k | 97.46 | |
| Apple (AAPL) | 1.3 | $3.2M | 14k | 222.13 | |
| Huntington Ingalls Inds (HII) | 1.1 | $2.6M | 13k | 204.04 | |
| Atmos Energy Corporation (ATO) | 1.0 | $2.5M | 16k | 154.58 | |
| Cadence Design Systems (CDNS) | 1.0 | $2.4M | 9.6k | 254.33 | |
| ASML Holding N V N Y Registry Shs (ASML) | 1.0 | $2.4M | 3.6k | 662.63 | |
| Equifax (EFX) | 0.9 | $2.2M | 8.9k | 243.56 | |
| Merck & Co (MRK) | 0.8 | $2.0M | 22k | 89.76 | |
| Cameco Corporation (CCJ) | 0.8 | $1.9M | 46k | 41.16 | |
| Palo Alto Networks (PANW) | 0.7 | $1.7M | 10k | 170.64 | |
| Bristol Myers Squibb (BMY) | 0.6 | $1.5M | 25k | 60.99 | |
| Spire (SR) | 0.6 | $1.4M | 18k | 78.25 | |
| Ameren Corporation (AEE) | 0.6 | $1.4M | 14k | 100.40 | |
| International Bancshares Corporation | 0.6 | $1.4M | 5.6k | 248.66 | |
| Abbvie (ABBV) | 0.5 | $1.3M | 6.1k | 209.52 | |
| Newmont Mining Corporation (NEM) | 0.5 | $1.2M | 26k | 48.28 | |
| Servicenow (NOW) | 0.4 | $1.1M | 1.3k | 796.14 | |
| Emerson Electric (EMR) | 0.4 | $1.0M | 9.2k | 109.64 | |
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.4 | $1.0M | 1.9k | 532.58 | |
| Amazon (AMZN) | 0.4 | $922k | 4.8k | 190.26 | |
| Johnson & Johnson (JNJ) | 0.3 | $825k | 5.0k | 165.83 | |
| Rigetti Computing Common Stock (RGTI) | 0.3 | $739k | 93k | 7.92 | |
| Commerce Bancshares (CBSH) | 0.3 | $700k | 11k | 62.23 | |
| Alphabet Inc Cl A Cap Stk Cl A (GOOGL) | 0.3 | $681k | 4.4k | 154.64 | |
| Alliance Resources Partners L Ut Ltd Part (ARLP) | 0.3 | $677k | 25k | 27.28 | |
| Paypal Holdings (PYPL) | 0.2 | $592k | 9.1k | 65.25 | |
| Shell Spon Ads (SHEL) | 0.2 | $586k | 8.0k | 73.28 | |
| UnitedHealth (UNH) | 0.2 | $576k | 1.1k | 523.75 | |
| McCormick & Co Com Non Vtg (MKC) | 0.2 | $575k | 7.0k | 82.31 | |
| Southern Company (SO) | 0.2 | $553k | 6.0k | 91.95 | |
| Altria (MO) | 0.2 | $498k | 8.3k | 60.02 | |
| AFLAC Incorporated (AFL) | 0.2 | $489k | 4.4k | 111.19 | |
| Coca-Cola Company (KO) | 0.2 | $436k | 6.1k | 71.62 | |
| Pfizer (PFE) | 0.2 | $423k | 17k | 25.34 | |
| Wal-Mart Stores (WMT) | 0.2 | $409k | 4.7k | 87.79 | |
| Eli Lilly & Co. (LLY) | 0.2 | $393k | 476.00 | 825.91 | |
| Alphabet Inc Cl C Cap Stk Cl C (GOOG) | 0.2 | $383k | 2.5k | 156.23 | |
| Meta Platforms Inc A Cl A (META) | 0.1 | $343k | 595.00 | 576.36 | |
| Boeing Company (BA) | 0.1 | $325k | 1.9k | 170.55 | |
| Chevron Corporation (CVX) | 0.1 | $313k | 1.9k | 167.29 | |
| Home Depot (HD) | 0.1 | $293k | 800.00 | 366.49 | |
| Union Pacific Corporation (UNP) | 0.1 | $275k | 1.2k | 236.24 | |
| McDonald's Corporation (MCD) | 0.1 | $269k | 860.00 | 312.37 | |
| Pepsi (PEP) | 0.1 | $263k | 1.8k | 149.94 | |
| Garmin SHS (GRMN) | 0.1 | $261k | 1.2k | 217.13 | |
| Philip Morris International (PM) | 0.1 | $251k | 1.6k | 158.73 | |
| Edgewell Pers Care (EPC) | 0.1 | $250k | 8.0k | 31.21 | |
| Energizer Holdings (ENR) | 0.1 | $239k | 8.0k | 29.92 |