Filed: 5/9/2025ACC: 0001013234-25-000002
📋 What this filing means
ORLEANS CAPITAL MANAGEMENT CORP/LA filed this quarterly 13F‑HR report disclosing 95 equity positions with a total reported market value of $170.00M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
95
Positions
$170.00M
Total AUM (reported)
1.56M
Total Shares
Allocation by class
COM$100.86M59.3%
TECHNOLOGY$7.32M4.3%
COMMUNICATION$6.73M4.0%
CL A$6.22M3.7%
COM NEW$4.88M2.9%
SEMICONDUCTR ETF$4.23M2.5%
SBI CONS DISCR$3.96M2.3%
Portfolio Concentration
Top 3$25.32M14.9%
4–10$34.34M20.2%
11–25$48.17M28.3%
Rest$62.18M36.6%
Top 3 weight
14.9%
Top 10 weight
35.1%
Voting Authority Distribution
Total shares with voting rights: 1.56M
Sole
Full voting authority
1.56M
shares
% of voting shares100.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole95
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings95
Rows:
APPLE INC
SOLEShares46.96K
TypeSH
Market value$10.43M
6.14%
Sole
46.96K
Shared
0.00
None
0.00
MICROSOFT CORP
SOLEShares20.15K
TypeSH
Market value$7.57M
4.45%
Sole
20.15K
Shared
0.00
None
0.00
SELECT SECTOR SPDR TR
SOLEShares35.45K
TypeSH
Market value$7.32M
4.31%
Sole
35.45K
Shared
0.00
None
0.00
SELECT SECTOR SPDR TR
SOLEShares69.78K
TypeSH
Market value$6.73M
3.96%
Sole
69.78K
Shared
0.00
None
0.00
COSTCO WHSL CORP NEW
SOLEShares5.94K
TypeSH
Market value$5.62M
3.30%
Sole
5.94K
Shared
0.00
None
0.00
HOME DEPOT INC
SOLEShares14.63K
TypeSH
Market value$5.36M
3.15%
Sole
14.63K
Shared
0.00
None
0.00
ABBVIE INC
SOLEShares20.84K
TypeSH
Market value$4.37M
2.57%
Sole
20.84K
Shared
0.00
None
0.00
VANECK ETF TRUST
SOLEShares20.02K
TypeSH
Market value$4.23M
2.49%
Sole
20.02K
Shared
0.00
None
0.00
GOLDMAN SACHS GROUP INC
SOLEShares7.46K
TypeSH
Market value$4.08M
2.40%
Sole
7.46K
Shared
0.00
None
0.00
SELECT SECTOR SPDR TR
SOLEShares20.03K
TypeSH
Market value$3.96M
2.33%
Sole
20.03K
Shared
0.00
None
0.00
MASTERCARD INCORPORATED
SOLEShares7.10K
TypeSH
Market value$3.89M
2.29%
Sole
7.10K
Shared
0.00
None
0.00
CHEVRON CORP NEW
SOLEShares21.34K
TypeSH
Market value$3.57M
2.10%
Sole
21.34K
Shared
0.00
None
0.00
UNITEDHEALTH GROUP INC
SOLEShares6.63K
TypeSH
Market value$3.47M
2.04%
Sole
6.63K
Shared
0.00
None
0.00
JPMORGAN CHASE & CO.
SOLEShares13.92K
TypeSH
Market value$3.41M
2.01%
Sole
13.92K
Shared
0.00
None
0.00
RTX CORPORATION
SOLEShares25.34K
TypeSH
Market value$3.36M
1.97%
Sole
25.34K
Shared
0.00
None
0.00
NEXTERA ENERGY INC
SOLEShares46.77K
TypeSH
Market value$3.32M
1.95%
Sole
46.77K
Shared
0.00
None
0.00
PROCTER AND GAMBLE CO
SOLEShares18.87K
TypeSH
Market value$3.22M
1.89%
Sole
18.87K
Shared
0.00
None
0.00
INVESCO EXCHANGE TRADED FD T
SOLEShares27.34K
TypeSH
Market value$3.19M
1.87%
Sole
27.34K
Shared
0.00
None
0.00
ABBOTT LABS
SOLEShares23.99K
TypeSH
Market value$3.18M
1.87%
Sole
23.99K
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares20.20K
TypeSH
Market value$3.12M
1.84%
Sole
20.20K
Shared
0.00
None
0.00
LOCKHEED MARTIN CORP
SOLEShares6.72K
TypeSH
Market value$3.00M
1.77%
Sole
6.72K
Shared
0.00
None
0.00
DUKE ENERGY CORP NEW
SOLEShares24.27K
TypeSH
Market value$2.96M
1.74%
Sole
24.27K
Shared
0.00
None
0.00
UNION PAC CORP
SOLEShares12.48K
TypeSH
Market value$2.95M
1.73%
Sole
12.48K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares47.40K
TypeSH
Market value$2.85M
1.68%
Sole
47.40K
Shared
0.00
None
0.00
TEXAS INSTRS INC
SOLEShares14.86K
TypeSH
Market value$2.67M
1.57%
Sole
14.86K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
APPLE INCSOLE | COM | 46.96K | SH | $10.43M 6.14% | 46.96K | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 20.15K | SH | $7.57M 4.45% | 20.15K | 0.00 | 0.00 |
SELECT SECTOR SPDR TRSOLE | TECHNOLOGY | 35.45K | SH | $7.32M 4.31% | 35.45K | 0.00 | 0.00 |
SELECT SECTOR SPDR TRSOLE | COMMUNICATION | 69.78K | SH | $6.73M 3.96% | 69.78K | 0.00 | 0.00 |
COSTCO WHSL CORP NEWSOLE | COM | 5.94K | SH | $5.62M 3.30% | 5.94K | 0.00 | 0.00 |
HOME DEPOT INCSOLE | COM | 14.63K | SH | $5.36M 3.15% | 14.63K | 0.00 | 0.00 |
ABBVIE INCSOLE | COM | 20.84K | SH | $4.37M 2.57% | 20.84K | 0.00 | 0.00 |
VANECK ETF TRUSTSOLE | SEMICONDUCTR ETF | 20.02K | SH | $4.23M 2.49% | 20.02K | 0.00 | 0.00 |
GOLDMAN SACHS GROUP INCSOLE | COM | 7.46K | SH | $4.08M 2.40% | 7.46K | 0.00 | 0.00 |
SELECT SECTOR SPDR TRSOLE | SBI CONS DISCR | 20.03K | SH | $3.96M 2.33% | 20.03K | 0.00 | 0.00 |
MASTERCARD INCORPORATEDSOLE | CL A | 7.10K | SH | $3.89M 2.29% | 7.10K | 0.00 | 0.00 |
CHEVRON CORP NEWSOLE | COM | 21.34K | SH | $3.57M 2.10% | 21.34K | 0.00 | 0.00 |
UNITEDHEALTH GROUP INCSOLE | COM | 6.63K | SH | $3.47M 2.04% | 6.63K | 0.00 | 0.00 |
JPMORGAN CHASE & CO.SOLE | COM | 13.92K | SH | $3.41M 2.01% | 13.92K | 0.00 | 0.00 |
RTX CORPORATIONSOLE | COM | 25.34K | SH | $3.36M 1.97% | 25.34K | 0.00 | 0.00 |
NEXTERA ENERGY INCSOLE | COM | 46.77K | SH | $3.32M 1.95% | 46.77K | 0.00 | 0.00 |
PROCTER AND GAMBLE COSOLE | COM | 18.87K | SH | $3.22M 1.89% | 18.87K | 0.00 | 0.00 |
INVESCO EXCHANGE TRADED FD TSOLE | AEROSPACE DEFN | 27.34K | SH | $3.19M 1.87% | 27.34K | 0.00 | 0.00 |
ABBOTT LABSSOLE | COM | 23.99K | SH | $3.18M 1.87% | 23.99K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL A | 20.20K | SH | $3.12M 1.84% | 20.20K | 0.00 | 0.00 |
LOCKHEED MARTIN CORPSOLE | COM | 6.72K | SH | $3.00M 1.77% | 6.72K | 0.00 | 0.00 |
DUKE ENERGY CORP NEWSOLE | COM NEW | 24.27K | SH | $2.96M 1.74% | 24.27K | 0.00 | 0.00 |
UNION PAC CORPSOLE | COM | 12.48K | SH | $2.95M 1.73% | 12.48K | 0.00 | 0.00 |
ISHARES TRSOLE | U.S. MED DVC ETF | 47.40K | SH | $2.85M 1.68% | 47.40K | 0.00 | 0.00 |
TEXAS INSTRS INCSOLE | COM | 14.86K | SH | $2.67M 1.57% | 14.86K | 0.00 | 0.00 |
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