Orion Investment Co Diversified Active

Location: St. Louis, MO

CIK: 0002033920 · Show all filings

Period: Q1 2026 (← Previous) (Next →)

Filing Date: May 12, 2026

Total Value: $315M (100.0% shares, 0.0% debt)

Holdings (69)

MSFT Microsoft Corp 12.6%
Value $39.57M Shares 106,910 Est. Cost $417.49 Unrealized +4.1%
REGN Regeneron Pharmaceuticals 7.6%
Value $23.83M Shares 30,837 Est. Cost $951.08 Unrealized -19.1%
PLTR Palantir Technologies Inc 6.3%
Value $19.72M Shares 134,804 Est. Cost $32.94 Unrealized +368.0%
IONS Ionis Pharmaceuticals Inc 5.4%
Value $16.9M Shares 225,015 Est. Cost $41.27 Unrealized +98.2%
QCOM Qualcomm Inc 4.9%
Value $15.6M Shares 121,127 Est. Cost $182.24 Unrealized -15.5%
XOM Exxon Mobil Corp 4.6%
Value $14.38M Shares 84,752 Est. Cost $110.14 Unrealized +26.0%
PH Parker-Hannifin Corp 4.0%
Value $12.55M Shares 14,015 Est. Cost $535.39 Unrealized +78.9%
CMI Cummins Inc 3.9%
Value $12.34M Shares 22,940 Est. Cost $277.51 Unrealized +107.4%
NEE Nextera Energy Inc 3.1%
Value $9.668M Shares 104,089 Est. Cost $68.13 Unrealized +27.9%
PG Procter And Gamble Co 2.7%
Value $8.612M Shares 59,626 Est. Cost $157.42 Unrealized -3.6%
HSY Hershey Co 2.6%
Value $8.104M Shares 38,984 Est. Cost $181.47 Unrealized +12.8%
IONQ IonQ Inc 2.6%
Value $8.037M Shares 278,764 Est. Cost $12.19 Unrealized +239.8%
RGLD Royal Gold Inc 2.4%
Value $7.603M Shares 29,875 Est. Cost $141.05 Unrealized +91.4%
BIIB Biogen Inc 2.3%
Value $7.262M Shares 39,610 Est. Cost $200.79 Unrealized -8.7%
IOVA Iovance Biotherapeutics Inc 2.3%
Value $7.25M Shares 2,065,652 Est. Cost $5.84 Unrealized -54.1%
ASML ASML Holding N V 2.3%
Value $7.094M Shares 5,371 Est. Cost $915.86 Unrealized
GD General Dynamics Corp 2.2%
Value $6.81M Shares 19,841 Est. Cost $284.04 Unrealized +24.8%
INTC Intel Corp 2.1%
Value $6.622M Shares 150,059 Est. Cost $29.77 Unrealized +56.0%
ABT Abbott Labs 2.0%
Value $6.43M Shares 62,624 Est. Cost $102.94 Unrealized +12.1%
SHOP Shopify Inc 1.9%
Value $5.936M Shares 50,043 Est. Cost $80.56 Unrealized +69.4%
CCJ Cameco Corp 1.9%
Value $5.926M Shares 54,565 Est. Cost $57.16 Unrealized +103.4%
HII Huntington Ingalls Inds Inc 1.5%
Value $4.753M Shares 12,511 Est. Cost $250.34 Unrealized +64.0%
ARWR Arrowhead Pharmaceuticals In 1.2%
Value $3.921M Shares 62,535 Est. Cost $53.33 Unrealized +23.2%
AAPL Apple Inc 1.2%
Value $3.643M Shares 14,354 Est. Cost $186.85 Unrealized +40.7%
VOO Vanguard Index Fds 1.1%
Value $3.524M Shares 5,898 Est. Cost $569.34 Unrealized
ATO Atmos Energy Corp 1.1%
Value $3.491M Shares 18,901 Est. Cost $121.72 Unrealized +40.9%
NEM Newmont Corporation 1.0%
Value $3.043M Shares 28,112 Est. Cost $43.48 Unrealized +171.7%
CDNS Cadence Design Systems Inc 1.0%
Value $3.027M Shares 10,895 Est. Cost $292.86 Unrealized +3.6%
MRK Merck & Co 0.8%
Value $2.475M Shares 20,574 Est. Cost $121.72 Unrealized -6.1%
RGTI Rigetti Computing Inc 0.7%
Value $2.284M Shares 162,708 Est. Cost $15.94 Unrealized +28.3%
NOW Servicenow Inc 0.7%
Value $2.179M Shares 20,844 Est. Cost $152.40 Unrealized -20.5%
PANW Palo Alto Networks Inc 0.5%
Value $1.731M Shares 10,795 Est. Cost $174.86 Unrealized -1.6%
UNP Union Pac Corp 0.5%
Value $1.69M Shares 6,967 Est. Cost $240.37 Unrealized +1.2%
SR Spire Inc 0.5%
Value $1.603M Shares 17,704 Est. Cost $60.73 Unrealized
EFX Equifax Inc 0.5%
Value $1.6M Shares 8,887 Est. Cost $235.79 Unrealized -13.3%
EPD Enterprise Prods Partners L 0.5%
Value $1.593M Shares 42,092 Est. Cost $32.23 Unrealized
AVGO Broadcom Inc 0.5%
Value $1.583M Shares 5,114 Est. Cost $312.36 Unrealized +7.0%
AEE Ameren Corp 0.5%
Value $1.451M Shares 13,202 Est. Cost $69.05 Unrealized +51.5%
BMY Bristol-Myers Squibb Co 0.4%
Value $1.368M Shares 22,553 Est. Cost $41.31 Unrealized +39.0%
IBOC International Business Machs 0.4%
Value $1.36M Shares 5,610 Est. Cost $53.95 Unrealized +29.7%
ABBV Abbvie Inc 0.4%
Value $1.329M Shares 6,111 Est. Cost $158.40 Unrealized +40.5%
VTI Vanguard Index Fds 0.4%
Value $1.268M Shares 3,954 Est. Cost $320.81 Unrealized
GOOGL Alphabet Inc Cl A 0.4%
Value $1.259M Shares 4,379 Est. Cost $167.91 Unrealized +92.5%
ARLP Alliance Resources Partners L 0.4%
Value $1.222M Shares 44,200 Est. Cost $26.70 Unrealized
EMR Emerson Elec Co 0.4%
Value $1.205M Shares 9,196 Est. Cost $107.47 Unrealized +38.2%
JNJ Johnson & Johnson 0.4%
Value $1.187M Shares 4,858 Est. Cost $141.44 Unrealized +61.1%
AMZN Amazon Com Inc 0.3%
Value $1.025M Shares 4,920 Est. Cost $185.86 Unrealized +22.0%
BRK/B Berkshire Hathaway Inc Del 0.2%
Value $756K Shares 1,578 Est. Cost $428.62 Unrealized +15.1%
SHEL Shell Plc 0.2%
Value $743K Shares 7,989 Est. Cost $72.18 Unrealized
GOOG Alphabet Inc Cl C 0.2%
Value $691K Shares 2,410 Est. Cost $168.87 Unrealized +91.7%
CBSH Commerce Bancshares Inc 0.2%
Value $581K Shares 11,804 Est. Cost $48.68 Unrealized +10.2%
SO Southern Co 0.2%
Value $564K Shares 5,845 Est. Cost $71.79 Unrealized +24.7%
WMT Walmart Inc 0.2%
Value $560K Shares 4,506 Est. Cost $61.97 Unrealized +96.9%
MO Altria Group 0.2%
Value $547K Shares 8,296 Est. Cost $40.28 Unrealized +56.5%
AFL Aflac Inc 0.2%
Value $483K Shares 4,400 Est. Cost $83.08 Unrealized +33.9%
KO Coca Cola Co 0.1%
Value $463K Shares 6,083 Est. Cost $59.58 Unrealized +25.5%
CNI Canadian Natl Ry Co 0.1%
Value $461K Shares 4,481 Est. Cost $121.07 Unrealized -15.7%
PFE Pfizer 0.1%
Value $455K Shares 16,206 Est. Cost $24.77 Unrealized +5.7%
OKLO Oklo Inc 0.1%
Value $442K Shares 8,915 Est. Cost $78.44 Unrealized +2.4%
LLY Eli Lilly & Co 0.1%
Value $424K Shares 461 Est. Cost $791.98 Unrealized +32.2%
CAT Caterpillar Inc 0.1%
Value $407K Shares 575 Est. Cost $330.84 Unrealized +106.9%
BA Boeing Co 0.1%
Value $379K Shares 1,904 Est. Cost $178.24 Unrealized +33.8%
CVX Chevron Corp New 0.1%
Value $376K Shares 1,817 Est. Cost $148.39 Unrealized +15.8%
META Meta Platforms Inc A 0.1%
Value $340K Shares 595 Est. Cost $483.31 Unrealized +35.6%
MKC McCormick & Co Inc 0.1%
Value $301K Shares 5,970 Est. Cost $69.71 Unrealized -4.3%
PM Philip Morris Intl Inc 0.1%
Value $301K Shares 1,821 Est. Cost $142.18 Unrealized +23.7%
GRMN Garmin Ltd 0.1%
Value $278K Shares 1,200 Est. Cost $168.87 Unrealized +27.0%
HD Home Depot Inc 0.1%
Value $263K Shares 800 Est. Cost $327.56 Unrealized +15.1%
MCD McDonalds Corp 0.1%
Value $261K Shares 840 Est. Cost $255.04 Unrealized +24.4%