Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
ORLEANS CAPITAL MANAGEMENT CORP/LA (CIK 1013234) reported $147.9M across 106 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: AAPL ($8.5M, 5.72%), XLK ($5.8M, 3.93%), MSFT ($5.6M, 3.80%), GOOGL ($4.8M, 3.28%), XLC ($4.2M, 2.84%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | AAPL | APPLE INC | $8.5M | 5.72% | 33,331 | Trimmed |
| 2 | XLK | SELECT SECTOR SPDR TR | $5.8M | 3.93% | 43,760 | Trimmed |
| 3 | MSFT | MICROSOFT CORP | $5.6M | 3.80% | 15,194 | Trimmed |
| 4 | GOOGL | ALPHABET INC | $4.8M | 3.28% | 16,855 | Trimmed |
| 5 | XLC | SELECT SECTOR SPDR TR | $4.2M | 2.84% | 37,930 | Trimmed |
| 6 | SMH | VANECK ETF TRUST | $4.1M | 2.75% | 10,591 | Trimmed |
| 7 | GS | GOLDMAN SACHS GROUP INC | $4.1M | 2.75% | 4,810 | Added |
| 8 | SPY | STATE STR SPDR S&P 500 ETF T | $3.9M | 2.65% | 6,035 | Trimmed |
| 9 | JPM | JPMORGAN CHASE & CO | $3.7M | 2.50% | 12,591 | Added |
| 10 | CAT | CATERPILLAR INC | $3.5M | 2.34% | 4,878 | Trimmed |
| 11 | ABBV | ABBVIE INC | $3.4M | 2.31% | 15,683 | Hold |
| 12 | NEE | NEXTERA ENERGY INC | $3.3M | 2.20% | 35,019 | Trimmed |
| 13 | VLO | VALERO ENERGY CORP | $3.0M | 2.01% | 12,034 | Added |
| 14 | HD | HOME DEPOT INC | $3.0M | 2.01% | 9,056 | Trimmed |
| 15 | RTX | RTX CORPORATION | $2.8M | 1.91% | 14,655 | Trimmed |
| 16 | CVX | CHEVRON CORPORATION | $2.8M | 1.89% | 13,489 | Hold |
| 17 | AMZN | AMAZON COM INC | $2.8M | 1.87% | 13,249 | Added |
| 18 | LMT | LOCKHEED MARTIN CORP | $2.7M | 1.81% | 4,427 | Added |
| 19 | PPA | INVESCO EXCHANGE TRADED FD T | $2.7M | 1.80% | 16,076 | Trimmed |
| 20 | XLY | SELECT SECTOR SPDR TR | $2.6M | 1.77% | 24,002 | Trimmed |
| 21 | MA | MASTERCARD INCORPORATED | $2.4M | 1.61% | 4,763 | Added |
| 22 | META | META PLATFORMS INC | $2.3M | 1.54% | 3,970 | Added |
| 23 | TSM | TAIWAN SEMICONDUCTOR MANUFAC | $2.2M | 1.49% | 6,519 | Added |
| 24 | DUK | DUKE ENERGY CORP NEW | $2.1M | 1.44% | 16,299 | Added |
| 25 | TMO | THERMO FISHER SCIENTIFIC INC | $2.1M | 1.43% | 4,305 | Hold |
Source: SEC Form 13F filings · as of 2026-03-31