account_balance

Investment manager · 13F filer · SEC CIK 2033920

Orion Investment Co

Reported value$377Mas of Sep 30, 2026
Positions71 1 new, 3 sold out
Top 10 weight58.9%MSFT alone is 14%
FiledNov 1041 days after quarter end

Portfolio · as of Sep 30, 2026

Where the money is

New or addedTrimmedHeld

Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.

Show the top 12 as a list
MSFT Microsoft Corp 14.0% HeldIOVA Iovance Biotherapeutics, Inc. 8.2% HeldPLTR Palantir Technologies Inc. 6.7% HeldREGN Regeneron Pharmaceuticals, Inc. 5.9% HeldQCOM Qualcomm Inc 5.7% HeldINTC Intel Corp 4.8% HeldXOM ExxonMobil Holdings Corp 3.7% HeldPH Parker-Hannifin Corp 3.6% HeldIONQ IonQ, Inc. 3.3% HeldCMI Cummins Inc 3.1% HeldIONS Ionis Pharmaceuticals Inc 2.6% HeldASML ASML Holding NV 2.6% Held

What changed

Biggest moves since Jun 30, 2026

Filed Nov 10, 2026, compared with the Aug 11, 2026 filing
add_circleNew
arrow_upwardAdded
arrow_downwardTrimmed

None

remove_circleSold out

Where this data comes from. Insider trades, fund holdings, activist stakes and company results come from public SEC EDGAR filings (Forms 4, 13F, 13D/13G, 10-Q and 8-K). Congress trades come from the STOCK Act reports members file with the House Clerk and the Senate. Daily closing prices come from post-no-preference/stocks on DoltHub, a community-run database shared under CC BY-SA 4.0; the prices we show stay under that license. They are each day's close, not live or official exchange prices.

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