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Orion Investment Co

74 holdingsFiling period: 2026-06-30Current AUM: $374.7Mestimated from latest prices
#TickerCompanySharesReported ValueCurrent Value% PortfolioChangeDate
1MSFTMicrosoft Corp102.8K$38.3M$50.9M13.59%-4,1472026-06-30
2QCOMQualcomm Inc115.7K$21.4M$21.1M5.62%-5,4052026-06-30
3INTCIntel Corp150.3K$21.0M$15.5M4.13%+1992026-06-30
4REGNRegeneron Pharmaceuticals29.5K$18.4M$23.1M6.15%-1,3362026-06-30
5IONSIonis Pharmaceuticals Inc220.3K$17.5M$11.9M3.19%-4,6802026-06-30
6CMICummins Inc22.7K$16.2M$12.7M3.38%-2032026-06-30
7PLTRPalantir Technologies Inc134.5K$15.7M$22.5M6.00%-2882026-06-30
8IONQIonQ Inc280.2K$14.9M$10.3M2.75%+1.4K2026-06-30
9PHParker-Hannifin Corp14.0K$13.7M$13.3M3.56%+42026-06-30
10XOMExxon Mobil Corp84.3K$11.5M$14.0M3.73%-4752026-06-30
11XOMExxon Mobil Corp84.3K$11.5M$14.0M3.73%-4752026-06-30
12ASML Holding N V5.3K$10.6M$10.6M2.83%-332026-06-30
13NEENextera Energy Inc105.3K$9.2M$8.7M2.31%+1.2K2026-06-30
14PGProcter And Gamble Co60.2K$8.8M$8.7M2.33%+5272026-06-30
15IOVAIovance Biotherapeutics Inc2.07M$8.6M$17.8M4.76%+7.5K2026-06-30
16BIIBBiogen Inc39.6K$8.5M$8.6M2.29%-392026-06-30
17GDGeneral Dynamics Corp 20.1K$7.1M$7.1M1.90%+2122026-06-30
18HSYHershey Co39.1K$6.9M$6.8M1.81%+902026-06-30
19RGLDRoyal Gold Inc29.9K$6.0M$7.6M2.02%+682026-06-30
20SHOPShopify Inc50.3K$5.7M$6.5M1.73%+2202026-06-30
21CCJCameco Corp55.0K$5.6M$5.3M1.42%+3852026-06-30
22ARWRArrowhead Pharmaceuticals In65.8K$5.4M$5.5M1.46%+3.3K2026-06-30
23VOOVanguard Index Fds6.9K$4.7M$4.8M1.29%+9752026-06-30
24CDNSCadence Design Systems Inc11.1K$4.2M$3.2M0.86%+2052026-06-30
25AAPLApple Inc14.4K$4.2M$4.8M1.27%--2026-06-30
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