Orion Capital Management »

Manager Directed Portfolios shares owned by Orion Capital Management

Quarter-by-quarter ownership of Manager Directed Portfolios (VGSR) shares owned by Orion Capital Management from 13F filings

Historical chart of Orion Capital Management investment in Manager Directed Portfolios

Tip: Access up to 7 years of quarterly data

All positions including Manager Directed Portfolios held by Orion Capital Management consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Manager Directed Portfolios by Orion Capital Management

Quarter filed Position value Share count Share price at filing
2025-12-31 $5.9k 568 10.40
2025-09-30 $1.9k 178 10.65
2025-06-30 $1.9k 178 10.46
2024-12-31 $1.8k 178 10.12
2024-03-31 $1.7k 178 9.80

More positions owned by Orion Capital Management

Ishares Tr 0-3 Mnth Treasry (SGOV)
Ishares Tr Core S&p500 Etf (IVV)
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)
American Centy Etf Tr Us Eqt Etf (AVUS)
Apple (AAPL)
Etf Ser Solutions Distillate Us (DSTL)
Vanguard Specialized Funds Div App Etf (VIG)
Alphabet Cap Stk Cl C (GOOG)
Amazon (AMZN)
Microsoft Corporation (MSFT)
Intuitive Surgical Com New (ISRG)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
American Centy Etf Tr Intl Eqt Etf (AVDE)
NVIDIA Corporation (NVDA)

View all positions for Orion Capital Management

Top funds holding Manager Directed Portfolios

Abacus Wealth Partners
Colony
Brighton Jones
First Pacific Financial
FMR
Forum Financial Management
PFG Investments
Natural Investments
Mission Wealth Management
Colorado Capital Management
WCG Wealth Advisors
SOA Wealth Advisors
Willow Creek Wealth Management
North Berkeley Wealth Management
Savant Capital Management

View all funds holding Manager Directed Portfolios