Orion Investment CO Portfolio Holdings

Orion Investment CO

  • $245 Billion
  • Q1 2025

Orion Investment CO has filed its 13F form on May 14, 2025 for Q1 2025 where it was disclosed a total value porftolio of $245 Billion distributed in 68 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Microsoft Corp with a value of $39.8B, Regeneron Pharmaceuticals, Inc. with a value of $19.4B, Qualcomm Inc with a value of $19B, Palantir Technologies Inc. with a value of $10.9B, and Exxon Mobil Corp with a value of $10.3B.

Examining the 13F form we can see an decrease of $6.07B in the current position value, from $251B to 245B.

Orion Investment CO is based out at St. Louis, MO

Below you can find more details about Orion Investment CO portfolio as well as his latest detailed transactions.

Portfolio value $245 Billion
Technology: $95.5 Billion
Healthcare: $59.5 Billion
Industrials: $30.8 Billion
Consumer Defensive: $19.4 Billion
Energy: $13.7 Billion
Utilities: $13 Billion
Basic Materials: $5.59 Billion
Financial Services: $4.18 Billion
Other: $2.89 Billion

Stock Holdings Table Market Cap. of $2 Billions to $10 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$6.05B
$9.65 Billion 3.95% of portfolio
109,033
Q1 2025 Added 0.33%
$4.76B
$6.5 Billion 2.66% of portfolio
215,290
Q1 2025 Reduced 0.33%
$8.04B
$6.12 Billion 2.5% of portfolio
277,439
Q1 2025 Added 16.44%
$8.91B
$2.59 Billion 1.06% of portfolio
12,676
Q4 2024 Reduced 3.63%
$3.95B
$1.43 Billion 0.59% of portfolio
18,312
Q1 2025 Reduced 0.27%
$3.9B
$1.39 Billion 0.57% of portfolio
5,610
Q2 2024 New
$7.52B
$700 Million 0.29% of portfolio
11,242
Q4 2024 Added 4.99%
$3.31B
$677 Million 0.28% of portfolio
24,800
Q1 2025 New

Summary

  • Portfolio
  • No. of Stocks 68
  • Current Value $245 Billion
  • Prior Value $251 Billion
  • Filing
  • Period Q1 2025
  • Filing Date May 14, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 4 stocks
  • Additional Purchases 24 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 13 stocks
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