Orion Investment Co Diversified Active

Location: St. Louis, MO

CIK: 0002033920 · Show all filings

Period: Q4 2025 (← Previous) (Next →)

Filing Date: Feb 11, 2026

Total Value: $328M (100.0% shares, 0.0% debt)

Holdings (68)

MSFT Microsoft Corp 15.6%
Value $51.05M Shares 105,549 Est. Cost $417.26 Unrealized +20.0%
PLTR Palantir Technologies Inc 7.3%
Value $23.9M Shares 134,468 Est. Cost $32.94 Unrealized +449.5%
REGN Regeneron Pharmaceuticals 7.2%
Value $23.78M Shares 30,812 Est. Cost $951.08 Unrealized -28.6%
QCOM Qualcomm Inc 6.3%
Value $20.64M Shares 120,663 Est. Cost $182.24 Unrealized -6.3%
IONS Ionis Pharmaceuticals Inc 5.4%
Value $17.81M Shares 225,161 Est. Cost $41.27 Unrealized +82.5%
IONQ IonQ Inc 3.8%
Value $12.44M Shares 277,184 Est. Cost $12.19 Unrealized +359.8%
PH Parker-Hannifin Corp 3.7%
Value $12.1M Shares 13,763 Est. Cost $527.65 Unrealized +55.0%
CMI Cummins Inc 3.5%
Value $11.63M Shares 22,785 Est. Cost $277.51 Unrealized +68.0%
XOM Exxon Mobil Corp 3.1%
Value $10.2M Shares 84,744 Est. Cost $110.14 Unrealized +4.9%
PG Procter And Gamble Co 2.6%
Value $8.472M Shares 59,115 Est. Cost $157.42 Unrealized -6.5%
NEE Nextera Energy Inc 2.5%
Value $8.25M Shares 102,769 Est. Cost $67.89 Unrealized +21.5%
ABT Abbott Labs 2.4%
Value $7.975M Shares 63,649 Est. Cost $102.94 Unrealized +23.7%
SHOP Shopify Inc 2.4%
Value $7.965M Shares 49,480 Est. Cost $79.92 Unrealized +100.9%
HSY Hershey Co 2.1%
Value $6.986M Shares 38,391 Est. Cost $181.11 Unrealized +0.5%
BIIB Biogen Inc 2.1%
Value $6.935M Shares 39,404 Est. Cost $200.79 Unrealized -18.6%
GD General Dynamics Corp 2.0%
Value $6.704M Shares 19,912 Est. Cost $284.04 Unrealized +20.0%
RGLD Royal Gold Inc 2.0%
Value $6.624M Shares 29,798 Est. Cost $141.05 Unrealized +40.6%
ASML ASML Holding N V 1.7%
Value $5.699M Shares 5,327 Est. Cost $915.86 Unrealized
INTC Intel Corp 1.7%
Value $5.508M Shares 149,264 Est. Cost $29.77 Unrealized +26.8%
IOVA Iovance Biotherapeutics Inc 1.5%
Value $5.069M Shares 1,856,934 Est. Cost $6.20 Unrealized -62.7%
CCJ Cameco Corp 1.5%
Value $4.779M Shares 52,238 Est. Cost $54.53 Unrealized +64.9%
HII Huntington Ingalls Inds Inc 1.3%
Value $4.243M Shares 12,476 Est. Cost $250.34 Unrealized +23.6%
AAPL Apple Inc 1.2%
Value $3.902M Shares 14,354 Est. Cost $186.85 Unrealized +43.6%
VOO Vanguard Index Fds 1.1%
Value $3.664M Shares 5,843 Est. Cost $569.34 Unrealized
RGTI Rigetti Computing Inc 1.1%
Value $3.572M Shares 161,270 Est. Cost $15.94 Unrealized +104.6%
CDNS Cadence Design Systems Inc 1.0%
Value $3.34M Shares 10,684 Est. Cost $292.65 Unrealized +11.5%
CNI Canadian Natl Ry Co 1.0%
Value $3.198M Shares 32,353 Est. Cost $121.07 Unrealized -20.6%
ATO Atmos Energy Corp 1.0%
Value $3.128M Shares 18,658 Est. Cost $121.07 Unrealized +42.3%
ARWR Arrowhead Pharmaceuticals In 0.9%
Value $3.079M Shares 46,370 Est. Cost $49.01 Unrealized 0.0%
NEM Newmont Corporation 0.9%
Value $2.813M Shares 28,172 Est. Cost $43.48 Unrealized +107.5%
MRK Merck & Co 0.7%
Value $2.166M Shares 20,574 Est. Cost $121.72 Unrealized -23.4%
PANW Palo Alto Networks Inc 0.6%
Value $1.934M Shares 10,499 Est. Cost $174.94 Unrealized +15.3%
EFX Equifax Inc 0.6%
Value $1.928M Shares 8,887 Est. Cost $235.79 Unrealized -7.3%
NOW Servicenow Inc 0.6%
Value $1.838M Shares 12,000 Est. Cost $175.40 Unrealized -2.2%
IBOC International Business Machs 0.5%
Value $1.662M Shares 5,610 Est. Cost $53.95 Unrealized +24.2%
SR Spire Inc 0.4%
Value $1.464M Shares 17,704 Est. Cost $60.73 Unrealized
ABBV Abbvie Inc 0.4%
Value $1.397M Shares 6,116 Est. Cost $158.40 Unrealized +43.6%
GOOGL Alphabet Inc Cl A 0.4%
Value $1.371M Shares 4,379 Est. Cost $167.91 Unrealized +70.1%
AVGO Broadcom Inc 0.4%
Value $1.357M Shares 3,922 Est. Cost $305.74 Unrealized +16.8%
AEE Ameren Corp 0.4%
Value $1.331M Shares 13,327 Est. Cost $69.05 Unrealized +47.7%
EMR Emerson Elec Co 0.4%
Value $1.22M Shares 9,196 Est. Cost $107.47 Unrealized +23.2%
BMY Bristol-Myers Squibb Co 0.4%
Value $1.195M Shares 22,148 Est. Cost $41.01 Unrealized +15.9%
AMZN Amazon Com Inc 0.3%
Value $1.136M Shares 4,920 Est. Cost $185.86 Unrealized +23.1%
EPD Enterprise Prods Partners L 0.3%
Value $1.134M Shares 35,367 Est. Cost $31.17 Unrealized
JNJ Johnson & Johnson 0.3%
Value $1.005M Shares 4,858 Est. Cost $141.44 Unrealized +39.3%
BRK/B Berskhire Hathaway Inc Del 0.3%
Value $843K Shares 1,678 Est. Cost $428.62 Unrealized +16.1%
ARLP Alliance Resources Partners L 0.2%
Value $801K Shares 34,475 Est. Cost $26.43 Unrealized
GOOG Alphabet Inc Cl C 0.2%
Value $756K Shares 2,410 Est. Cost $168.87 Unrealized +69.6%
CBSH Commerce Bancshares Inc 0.2%
Value $618K Shares 11,804 Est. Cost $48.68 Unrealized +7.0%
OKLO Oklo Inc 0.2%
Value $596K Shares 8,303 Est. Cost $78.30 Unrealized +42.4%
SHEL Shell Plc 0.2%
Value $587K Shares 7,989 Est. Cost $72.18 Unrealized
SO Southern Co 0.2%
Value $510K Shares 5,845 Est. Cost $71.79 Unrealized +26.6%
WMT Walmart Inc 0.2%
Value $502K Shares 4,506 Est. Cost $61.97 Unrealized +73.0%
LLY Eli Lilly & Co 0.2%
Value $495K Shares 461 Est. Cost $791.98 Unrealized +20.7%
AFL Aflac Inc 0.1%
Value $485K Shares 4,400 Est. Cost $83.08 Unrealized +32.2%
MO Altria Group 0.1%
Value $478K Shares 8,296 Est. Cost $40.28 Unrealized +47.4%
KO Coca Cola Co 0.1%
Value $425K Shares 6,083 Est. Cost $59.58 Unrealized +16.5%
BA Boeing Co 0.1%
Value $413K Shares 1,904 Est. Cost $178.24 Unrealized +15.4%
PFE Pfizer 0.1%
Value $413K Shares 16,600 Est. Cost $24.77 Unrealized +1.1%
MKC McCormick & Co Inc 0.1%
Value $408K Shares 5,990 Est. Cost $69.71 Unrealized -5.4%
META Meta Platforms Inc A 0.1%
Value $393K Shares 595 Est. Cost $483.31 Unrealized +38.1%
CAT Caterpillar Inc 0.1%
Value $329K Shares 575 Est. Cost $330.84 Unrealized +67.9%
CVX Chevron Corp New 0.1%
Value $277K Shares 1,817 Est. Cost $148.39 Unrealized +2.0%
HD Home Depot Inc 0.1%
Value $275K Shares 800 Est. Cost $327.56 Unrealized +11.3%
UNP Union Pac Corp 0.1%
Value $269K Shares 1,165 Est. Cost $225.66 Unrealized +0.7%
MCD McDonalds Corp 0.1%
Value $260K Shares 850 Est. Cost $255.04 Unrealized +19.6%
PM Philip Morris Intl Inc 0.1%
Value $253K Shares 1,578 Est. Cost $136.99 Unrealized +12.1%
GRMN Garmin Ltd 0.1%
Value $243K Shares 1,200 Est. Cost $168.87 Unrealized +28.3%