Filed: 8/13/2025ACC: 0001013234-25-000003
📋 What this filing means
ORLEANS CAPITAL MANAGEMENT CORP/LA filed this quarterly 13F‑HR report disclosing 108 equity positions with a total reported market value of $188.48M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
108
Positions
$188.48M
Total AUM (reported)
1.60M
Total Shares
Allocation by class
COM$106.47M56.5%
TECHNOLOGY$9.07M4.8%
CL A$7.86M4.2%
COMMUNICATION$7.15M3.8%
SEMICONDUCTR ETF$5.82M3.1%
COM NEW$4.74M2.5%
SBI CONS DISCR$4.12M2.2%
Portfolio Concentration
Top 3$29.76M15.8%
4–10$38.80M20.6%
11–25$49.53M26.3%
Rest$70.39M37.3%
Top 3 weight
15.8%
Top 10 weight
36.4%
Voting Authority Distribution
Total shares with voting rights: 1.60M
Sole
Full voting authority
1.60M
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)
Sole108
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings108
Rows:
MICROSOFT CORP
SOLEShares21.52K
TypeSH
Market value$10.71M
5.68%
Sole
21.52K
Shared
0.00
None
0.00
APPLE INC
SOLEShares48.67K
TypeSH
Market value$9.99M
5.30%
Sole
48.67K
Shared
0.00
None
0.00
SELECT SECTOR SPDR TR
SOLEShares35.80K
TypeSH
Market value$9.07M
4.81%
Sole
35.80K
Shared
0.00
None
0.00
SELECT SECTOR SPDR TR
SOLEShares65.87K
TypeSH
Market value$7.15M
3.79%
Sole
65.87K
Shared
0.00
None
0.00
COSTCO WHSL CORP NEW
SOLEShares6.50K
TypeSH
Market value$6.43M
3.41%
Sole
6.50K
Shared
0.00
None
0.00
VANECK ETF TRUST
SOLEShares20.87K
TypeSH
Market value$5.82M
3.09%
Sole
20.87K
Shared
0.00
None
0.00
HOME DEPOT INC
SOLEShares14.68K
TypeSH
Market value$5.38M
2.85%
Sole
14.68K
Shared
0.00
None
0.00
GOLDMAN SACHS GROUP INC
SOLEShares7.59K
TypeSH
Market value$5.37M
2.85%
Sole
7.59K
Shared
0.00
None
0.00
JPMORGAN CHASE & CO.
SOLEShares15.64K
TypeSH
Market value$4.53M
2.41%
Sole
15.64K
Shared
0.00
None
0.00
SELECT SECTOR SPDR TR
SOLEShares18.94K
TypeSH
Market value$4.12M
2.18%
Sole
18.94K
Shared
0.00
None
0.00
MASTERCARD INCORPORATED
SOLEShares7.10K
TypeSH
Market value$3.99M
2.12%
Sole
7.10K
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares22.57K
TypeSH
Market value$3.98M
2.11%
Sole
22.57K
Shared
0.00
None
0.00
ABBVIE INC
SOLEShares20.93K
TypeSH
Market value$3.88M
2.06%
Sole
20.93K
Shared
0.00
None
0.00
INVESCO EXCHANGE TRADED FD T
SOLEShares27.39K
TypeSH
Market value$3.88M
2.06%
Sole
27.39K
Shared
0.00
None
0.00
RTX CORPORATION
SOLEShares22.67K
TypeSH
Market value$3.31M
1.76%
Sole
22.67K
Shared
0.00
None
0.00
NEXTERA ENERGY INC
SOLEShares47.57K
TypeSH
Market value$3.30M
1.75%
Sole
47.57K
Shared
0.00
None
0.00
ABBOTT LABS
SOLEShares24.23K
TypeSH
Market value$3.29M
1.75%
Sole
24.23K
Shared
0.00
None
0.00
TEXAS INSTRS INC
SOLEShares15.22K
TypeSH
Market value$3.16M
1.68%
Sole
15.22K
Shared
0.00
None
0.00
LOCKHEED MARTIN CORP
SOLEShares6.75K
TypeSH
Market value$3.13M
1.66%
Sole
6.75K
Shared
0.00
None
0.00
PROCTER AND GAMBLE CO
SOLEShares19.49K
TypeSH
Market value$3.11M
1.65%
Sole
19.49K
Shared
0.00
None
0.00
CATERPILLAR INC
SOLEShares7.68K
TypeSH
Market value$2.98M
1.58%
Sole
7.68K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares46.30K
TypeSH
Market value$2.90M
1.54%
Sole
46.30K
Shared
0.00
None
0.00
DUKE ENERGY CORP NEW
SOLEShares24.40K
TypeSH
Market value$2.88M
1.53%
Sole
24.40K
Shared
0.00
None
0.00
UNION PAC CORP
SOLEShares12.48K
TypeSH
Market value$2.87M
1.52%
Sole
12.48K
Shared
0.00
None
0.00
CHEVRON CORP NEW
SOLEShares20.03K
TypeSH
Market value$2.87M
1.52%
Sole
20.03K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
MICROSOFT CORPSOLE | COM | 21.52K | SH | $10.71M 5.68% | 21.52K | 0.00 | 0.00 |
APPLE INCSOLE | COM | 48.67K | SH | $9.99M 5.30% | 48.67K | 0.00 | 0.00 |
SELECT SECTOR SPDR TRSOLE | TECHNOLOGY | 35.80K | SH | $9.07M 4.81% | 35.80K | 0.00 | 0.00 |
SELECT SECTOR SPDR TRSOLE | COMMUNICATION | 65.87K | SH | $7.15M 3.79% | 65.87K | 0.00 | 0.00 |
COSTCO WHSL CORP NEWSOLE | COM | 6.50K | SH | $6.43M 3.41% | 6.50K | 0.00 | 0.00 |
VANECK ETF TRUSTSOLE | SEMICONDUCTR ETF | 20.87K | SH | $5.82M 3.09% | 20.87K | 0.00 | 0.00 |
HOME DEPOT INCSOLE | COM | 14.68K | SH | $5.38M 2.85% | 14.68K | 0.00 | 0.00 |
GOLDMAN SACHS GROUP INCSOLE | COM | 7.59K | SH | $5.37M 2.85% | 7.59K | 0.00 | 0.00 |
JPMORGAN CHASE & CO.SOLE | COM | 15.64K | SH | $4.53M 2.41% | 15.64K | 0.00 | 0.00 |
SELECT SECTOR SPDR TRSOLE | SBI CONS DISCR | 18.94K | SH | $4.12M 2.18% | 18.94K | 0.00 | 0.00 |
MASTERCARD INCORPORATEDSOLE | CL A | 7.10K | SH | $3.99M 2.12% | 7.10K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL A | 22.57K | SH | $3.98M 2.11% | 22.57K | 0.00 | 0.00 |
ABBVIE INCSOLE | COM | 20.93K | SH | $3.88M 2.06% | 20.93K | 0.00 | 0.00 |
INVESCO EXCHANGE TRADED FD TSOLE | AEROSPACE DEFN | 27.39K | SH | $3.88M 2.06% | 27.39K | 0.00 | 0.00 |
RTX CORPORATIONSOLE | COM | 22.67K | SH | $3.31M 1.76% | 22.67K | 0.00 | 0.00 |
NEXTERA ENERGY INCSOLE | COM | 47.57K | SH | $3.30M 1.75% | 47.57K | 0.00 | 0.00 |
ABBOTT LABSSOLE | COM | 24.23K | SH | $3.29M 1.75% | 24.23K | 0.00 | 0.00 |
TEXAS INSTRS INCSOLE | COM | 15.22K | SH | $3.16M 1.68% | 15.22K | 0.00 | 0.00 |
LOCKHEED MARTIN CORPSOLE | COM | 6.75K | SH | $3.13M 1.66% | 6.75K | 0.00 | 0.00 |
PROCTER AND GAMBLE COSOLE | COM | 19.49K | SH | $3.11M 1.65% | 19.49K | 0.00 | 0.00 |
CATERPILLAR INCSOLE | COM | 7.68K | SH | $2.98M 1.58% | 7.68K | 0.00 | 0.00 |
ISHARES TRSOLE | U.S. MED DVC ETF | 46.30K | SH | $2.90M 1.54% | 46.30K | 0.00 | 0.00 |
DUKE ENERGY CORP NEWSOLE | COM NEW | 24.40K | SH | $2.88M 1.53% | 24.40K | 0.00 | 0.00 |
UNION PAC CORPSOLE | COM | 12.48K | SH | $2.87M 1.52% | 12.48K | 0.00 | 0.00 |
CHEVRON CORP NEWSOLE | COM | 20.03K | SH | $2.87M 1.52% | 20.03K | 0.00 | 0.00 |
Page 1 of 5
…