ORION INVESTMENT CO

PrivateCIK: 2033920
Location

ST. LOUIS, MO

69
Positions
$315.13M
Total AUM (reported)
4.37M
Total Shares

Allocation by class

TOTAL AUM$315.13M69 positions
COM$269.27M85.4%
CL A$26.00M8.2%
N Y REGISTRY SHS$7.09M2.3%
S&P 500 ETF SHS$3.52M1.1%
COMMON STOCK$2.28M0.7%
TOTAL STK MKT$1.27M0.4%
CAP STK CL A$1.26M0.4%

Portfolio Concentration

Top 326.4%4–1028.6%11–2529.5%Rest15.6%TOP 1054.9%0%100%
Top 3$83.12M26.4%
4–10$90.04M28.6%
11–25$92.92M29.5%
Rest$49.05M15.6%

Top 3 weight

26.4%

Top 10 weight

54.9%

Voting Authority Distribution

Total shares with voting rights: 4.37M

Sole

Full voting authority

0.00

shares

% of voting shares0.0%
Shared

Joint voting authority

0.00

shares

% of voting shares0.0%
None

No voting authority

4.37M

shares

% of voting shares100.0%

Investment Discretion (by position count)

Sole69
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings69
Rows:

Microsoft Corp

SOLE
COM
Shares106.91K
TypeSH
Market value$39.57M
12.56%
Sole
0.00
Shared
0.00
None
106.91K

Regeneron Pharmaceuticals

SOLE
COM
Shares30.84K
TypeSH
Market value$23.83M
7.56%
Sole
0.00
Shared
0.00
None
30.84K

Palantir Technologies Inc

SOLE
CL A
Shares134.80K
TypeSH
Market value$19.72M
6.26%
Sole
0.00
Shared
0.00
None
134.80K

Ionis Pharmaceuticals Inc

SOLE
COM
Shares225.01K
TypeSH
Market value$16.90M
5.36%
Sole
0.00
Shared
0.00
None
225.01K

Qualcomm Inc

SOLE
COM
Shares121.13K
TypeSH
Market value$15.60M
4.95%
Sole
0.00
Shared
0.00
None
121.13K

Exxon Mobil Corp

SOLE
COM
Shares84.75K
TypeSH
Market value$14.38M
4.56%
Sole
0.00
Shared
0.00
None
84.75K

Parker-Hannifin Corp

SOLE
COM
Shares14.02K
TypeSH
Market value$12.55M
3.98%
Sole
0.00
Shared
0.00
None
14.02K

Cummins Inc

SOLE
COM
Shares22.94K
TypeSH
Market value$12.34M
3.92%
Sole
0.00
Shared
0.00
None
22.94K

Nextera Energy Inc

SOLE
COM
Shares104.09K
TypeSH
Market value$9.67M
3.07%
Sole
0.00
Shared
0.00
None
104.09K

Procter And Gamble Co

SOLE
COM
Shares59.63K
TypeSH
Market value$8.61M
2.73%
Sole
0.00
Shared
0.00
None
59.63K

Hershey Co

SOLE
COM
Shares38.98K
TypeSH
Market value$8.10M
2.57%
Sole
0.00
Shared
0.00
None
38.98K

IonQ Inc

SOLE
COM
Shares278.76K
TypeSH
Market value$8.04M
2.55%
Sole
0.00
Shared
0.00
None
278.76K

Royal Gold Inc

SOLE
COM
Shares29.88K
TypeSH
Market value$7.60M
2.41%
Sole
0.00
Shared
0.00
None
29.88K

Biogen Inc

SOLE
COM
Shares39.61K
TypeSH
Market value$7.26M
2.30%
Sole
0.00
Shared
0.00
None
39.61K

Iovance Biotherapeutics Inc

SOLE
COM
Shares2.07M
TypeSH
Market value$7.25M
2.30%
Sole
0.00
Shared
0.00
None
2.07M

ASML Holding N V

SOLE
N Y REGISTRY SHS
Shares5.37K
TypeSH
Market value$7.09M
2.25%
Sole
0.00
Shared
0.00
None
5.37K

General Dynamics Corp

SOLE
COM
Shares19.84K
TypeSH
Market value$6.81M
2.16%
Sole
0.00
Shared
0.00
None
19.84K

Intel Corp

SOLE
COM
Shares150.06K
TypeSH
Market value$6.62M
2.10%
Sole
0.00
Shared
0.00
None
150.06K

Abbott Labs

SOLE
COM
Shares62.62K
TypeSH
Market value$6.43M
2.04%
Sole
0.00
Shared
0.00
None
62.62K

Shopify Inc

SOLE
CL A
Shares50.04K
TypeSH
Market value$5.94M
1.88%
Sole
0.00
Shared
0.00
None
50.04K

Cameco Corp

SOLE
COM
Shares54.56K
TypeSH
Market value$5.93M
1.88%
Sole
0.00
Shared
0.00
None
54.56K

Huntington Ingalls Inds Inc

SOLE
COM
Shares12.51K
TypeSH
Market value$4.75M
1.51%
Sole
0.00
Shared
0.00
None
12.51K

Arrowhead Pharmaceuticals In

SOLE
COM
Shares62.53K
TypeSH
Market value$3.92M
1.24%
Sole
0.00
Shared
0.00
None
62.53K

Apple Inc

SOLE
COM
Shares14.35K
TypeSH
Market value$3.64M
1.16%
Sole
0.00
Shared
0.00
None
14.35K

Vanguard Index Fds

SOLE
S&P 500 ETF SHS
Shares5.90K
TypeSH
Market value$3.52M
1.12%
Sole
0.00
Shared
0.00
None
5.90K
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