Orion Investment Co Diversified Active

Location: St. Louis, MO

CIK: 0002033920 · Show all filings

Period: Q1 2025 (← Previous) (Next →)

Filing Date: May 14, 2025

Total Value: $245M (100.0% shares, 0.0% debt)

Holdings (68)

MSFT Microsoft Corp 16.3%
Value $39.82M Shares 106,076 Est. Cost $417.26 Unrealized -2.9%
REGN Regeneron Pharmaceuticals 7.9%
Value $19.38M Shares 30,561 Est. Cost $955.76 Unrealized -28.4%
QCOM Qualcomm Inc 7.8%
Value $18.98M Shares 123,557 Est. Cost $182.24 Unrealized -12.4%
PLTR Palantir Technologies Inc 4.5%
Value $10.92M Shares 129,362 Est. Cost $29.58 Unrealized +196.9%
XOM Exxon Mobil Corp 4.2%
Value $10.25M Shares 86,225 Est. Cost $110.14 Unrealized -2.7%
PG Procter And Gamble Co 4.2%
Value $10.2M Shares 59,874 Est. Cost $157.42 Unrealized +4.1%
Blueprint Medicines Corp 3.9%
Value $9.651M Shares 109,033 Est. Cost $107.78 Unrealized
ABT Abbott Labs 3.6%
Value $8.708M Shares 65,643 Est. Cost $102.94 Unrealized +21.9%
PH Parker-Hannifin Corp 3.5%
Value $8.453M Shares 13,906 Est. Cost $527.65 Unrealized +22.9%
NEE Nextera Energy Inc 2.9%
Value $7.08M Shares 99,874 Est. Cost $67.89 Unrealized +1.1%
CMI Cummins Inc 2.8%
Value $6.946M Shares 22,160 Est. Cost $276.91 Unrealized +25.0%
HSY Hershey Co 2.7%
Value $6.564M Shares 38,377 Est. Cost $181.14 Unrealized -12.1%
IONS Ionis Pharmaceuticals Inc 2.7%
Value $6.495M Shares 215,290 Est. Cost $41.01 Unrealized -20.2%
IONQ IonQ Inc 2.5%
Value $6.123M Shares 277,439 Est. Cost $11.70 Unrealized +176.9%
GD General Dynamics Corp 2.2%
Value $5.495M Shares 20,158 Est. Cost $284.04 Unrealized -9.9%
RGLD Royal Gold Inc 1.8%
Value $4.354M Shares 26,630 Est. Cost $135.21 Unrealized +8.5%
BIIB Biogen Inc 1.8%
Value $4.331M Shares 31,652 Est. Cost $217.32 Unrealized -34.2%
SHOP Shopify Inc 1.8%
Value $4.318M Shares 45,224 Est. Cost $73.26 Unrealized +48.7%
IOVA Iovance Biotherapeutics Inc 1.6%
Value $3.919M Shares 1,176,853 Est. Cost $9.86 Unrealized -47.7%
INTC Intel Corp 1.4%
Value $3.5M Shares 154,136 Est. Cost $29.77 Unrealized -26.5%
CNI Canadian Natl Ry Co 1.4%
Value $3.323M Shares 34,094 Est. Cost $121.07 Unrealized -17.9%
AAPL Apple Inc 1.3%
Value $3.179M Shares 14,313 Est. Cost $186.85 Unrealized +23.5%
HII Huntington Ingalls Inds Inc 1.1%
Value $2.586M Shares 12,676 Est. Cost $250.18 Unrealized -25.7%
ATO Atmos Energy Corp 1.0%
Value $2.482M Shares 16,057 Est. Cost $112.38 Unrealized +27.3%
CDNS Cadence Design Systems Inc 1.0%
Value $2.433M Shares 9,566 Est. Cost $290.84 Unrealized -4.4%
ASML ASML Holding N V 1.0%
Value $2.407M Shares 3,632 Est. Cost $905.83 Unrealized
EFX Equifax Inc 0.9%
Value $2.165M Shares 8,887 Est. Cost $235.79 Unrealized +5.8%
MRK Merck & Co 0.8%
Value $1.97M Shares 21,948 Est. Cost $121.72 Unrealized -26.0%
CCJ Cameco Corp 0.8%
Value $1.909M Shares 46,380 Est. Cost $50.55 Unrealized -7.1%
PANW Palo Alto Networks Inc 0.7%
Value $1.741M Shares 10,201 Est. Cost $174.63 Unrealized +5.9%
BMY Bristol-Myers Squibb Co 0.6%
Value $1.538M Shares 25,212 Est. Cost $41.01 Unrealized +35.3%
SR Spire Inc 0.6%
Value $1.433M Shares 18,312 Est. Cost $60.73 Unrealized
AEE Ameren Corp 0.6%
Value $1.421M Shares 14,156 Est. Cost $69.05 Unrealized +35.7%
IBOC International Business Machs 0.6%
Value $1.395M Shares 5,610 Est. Cost $53.95 Unrealized +16.8%
ABBV Abbvie Inc 0.5%
Value $1.281M Shares 6,116 Est. Cost $158.40 Unrealized +19.6%
NEM Newmont Corporation 0.5%
Value $1.235M Shares 25,590 Est. Cost $41.65 Unrealized +3.9%
NOW Servicenow Inc 0.4%
Value $1.056M Shares 1,326 Est. Cost $192.75 Unrealized 0.0%
EMR Emerson Elec Co 0.4%
Value $1.008M Shares 9,196 Est. Cost $107.47 Unrealized +10.5%
BRK/B Berkshire Hathaway Inc Del 0.4%
Value $1M Shares 1,878 Est. Cost $428.62 Unrealized +13.4%
AMZN Amazon Com Inc 0.4%
Value $922K Shares 4,846 Est. Cost $185.44 Unrealized +17.0%
JNJ Johnson & Johnson 0.3%
Value $825K Shares 4,973 Est. Cost $141.44 Unrealized +7.8%
RGTI Rigetti Computing Inc 0.3%
Value $739K Shares 93,320 Est. Cost $11.09 Unrealized 0.0%
CBSH Commerce Bancshares Inc 0.3%
Value $700K Shares 11,242 Est. Cost $48.51 Unrealized +23.4%
GOOGL Alphabet Inc Cl A 0.3%
Value $681K Shares 4,405 Est. Cost $167.91 Unrealized +7.6%
ARLP Alliance Resources Partners L 0.3%
Value $677K Shares 24,800 Est. Cost $27.28 Unrealized
PYPL Paypal Hldgs Inc 0.2%
Value $592K Shares 9,074 Est. Cost $63.46 Unrealized +22.5%
SHEL Shell Plc 0.2%
Value $586K Shares 7,993 Est. Cost $72.18 Unrealized
UNH UnitedHealth Group Inc 0.2%
Value $576K Shares 1,100 Est. Cost $473.12 Unrealized +5.6%
MKC McCormick & Co Inc 0.2%
Value $575K Shares 6,985 Est. Cost $69.71 Unrealized +9.6%
SO Southern Co 0.2%
Value $553K Shares 6,011 Est. Cost $71.79 Unrealized +17.2%
MO Altria Group 0.2%
Value $498K Shares 8,296 Est. Cost $40.28 Unrealized +26.7%
AFL Aflac Inc 0.2%
Value $489K Shares 4,400 Est. Cost $83.08 Unrealized +25.3%
KO Coca Cola Co 0.2%
Value $436K Shares 6,083 Est. Cost $59.58 Unrealized +9.1%
PFE Pfizer 0.2%
Value $423K Shares 16,700 Est. Cost $24.77 Unrealized -0.2%
WMT Walmart Inc 0.2%
Value $409K Shares 4,656 Est. Cost $61.97 Unrealized +50.0%
LLY Eli Lilly & Co 0.2%
Value $393K Shares 476 Est. Cost $791.98 Unrealized +4.4%
GOOG Alphabet Inc Cl C 0.2%
Value $383K Shares 2,450 Est. Cost $168.87 Unrealized +8.1%
META Meta Platforms Inc A 0.1%
Value $343K Shares 595 Est. Cost $483.31 Unrealized +33.1%
BA Boeing Co 0.1%
Value $325K Shares 1,904 Est. Cost $178.24 Unrealized -2.9%
CVX Chevron Corp New 0.1%
Value $312K Shares 1,868 Est. Cost $148.39 Unrealized +1.4%
HD Home Depot Inc 0.1%
Value $293K Shares 800 Est. Cost $327.56 Unrealized +16.2%
UNP Union Pac Corp 0.1%
Value $275K Shares 1,165 Est. Cost $225.66 Unrealized +4.4%
MCD McDonalds Corp 0.1%
Value $269K Shares 860 Est. Cost $255.04 Unrealized +14.8%
PEP Pepsico Inc 0.1%
Value $263K Shares 1,752 Est. Cost $162.33 Unrealized -11.6%
GRMN Garmin Ltd 0.1%
Value $261K Shares 1,200 Est. Cost $168.87 Unrealized +26.1%
PM Philip Morris Intl Inc 0.1%
Value $250K Shares 1,578 Est. Cost $136.99 Unrealized 0.0%
EPC Edgewell Pers Care Co 0.1%
Value $250K Shares 8,000 Est. Cost $36.95 Unrealized -16.9%
ENR Energizer Hldgs Inc New 0.1%
Value $239K Shares 8,000 Est. Cost $26.49 Unrealized +14.0%