Orion Capital Management LLC - Portfolio overview

Orion Capital Management LLC has 588 reported holdings in this dataset, with the latest filing dated 2026-05-14.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Healthcare.

Largest reported holdings by portfolio allocation

1. SGOV - ISHARES TR, 12.18%
2. IVV - ISHARES TR, 8.22%
3. JAAA - JANUS DETROIT STR TR, 8.08%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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