Terminal · Institutions

Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.

Orion Capital Management LLC 13F Holdings -- Portfolio & Top Positions (2026-06-30)

Orion Capital Management LLC (CIK 1846758) reported $323.5M across 504 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: IVV ($26.6M, 8.23%), JAAA ($26.3M, 8.12%), SGOV ($25.1M, 7.76%), AVUS ($17.7M, 5.47%), AAPL ($12.9M, 3.99%). Source: SEC Form 13F.

RankTickerCompanyValue% PortfolioSharesAction
1IVVISHARES TR$26.6M8.23%35,555Trimmed
2JAAAJANUS DETROIT STR TR$26.3M8.12%520,220Added
3SGOVISHARES TR$25.1M7.76%249,387Trimmed
4AVUSAMERICAN CENTY ETF TR$17.7M5.47%138,104Added
5AAPLAPPLE INC$12.9M3.99%44,626Trimmed
6DSTLETF SER SOLUTIONS$10.3M3.20%172,714Trimmed
7AVDEAMERICAN CENTY ETF TR$9.3M2.88%104,491Added
8VIGVANGUARD SPECIALIZED FUNDS$8.6M2.67%36,457Trimmed
9GOOGALPHABET INC$7.8M2.42%22,133Trimmed
10JPSTJ P MORGAN EXCHANGE TRADED F$7.0M2.16%138,036Added
11AVUVAMERICAN CENTY ETF TR$6.4M1.99%51,585Added
12AMZNAMAZON COM INC$6.3M1.96%26,553Trimmed
13RSPINVESCO EXCHANGE TRADED FD T$6.2M1.91%29,090Added
14NVDANVIDIA CORPORATION$4.5M1.38%22,346Added
15DFACDIMENSIONAL ETF TRUST$4.2M1.29%94,423Trimmed
16MSFTMICROSOFT CORP$4.0M1.23%10,682Trimmed
17AVLVAMERICAN CENTY ETF TR$4.0M1.22%43,377Added
18VYMVANGUARD WHITEHALL FDS$3.8M1.16%23,780Trimmed
19ISRGINTUITIVE SURGICAL INC$3.6M1.12%9,071Trimmed
20AMDADVANCED MICRO DEVICES INC$3.3M1.03%5,726Added
21GOOGLALPHABET INC$3.1M0.95%8,619Trimmed
22SCHDSCHWAB STRATEGIC TR$3.0M0.94%96,008Trimmed
23AVDVAMERICAN CENTY ETF TR$3.0M0.93%29,243Added
24BEBLOOM ENERGY CORP$2.9M0.90%9,606Trimmed
25JPMJPMORGAN CHASE & CO$2.6M0.81%8,024Hold

Source: SEC Form 13F filings · as of 2026-06-30