Filed: 11/12/2025ACC: 0001013234-25-000011
📋 What this filing means
ORLEANS CAPITAL MANAGEMENT CORP/LA filed this quarterly 13F‑HR report disclosing 104 equity positions with a total reported market value of $154.71M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
104
Positions
$154.71M
Total AUM (reported)
1.18M
Total Shares
Allocation by class
COM$87.10M56.3%
TECHNOLOGY$8.14M5.3%
CL A$6.23M4.0%
COMMUNICATION$5.69M3.7%
SEMICONDUCTR ETF$4.91M3.2%
CAP STK CL A$4.16M2.7%
COM NEW$3.69M2.4%
Portfolio Concentration
Top 3$25.68M16.6%
4–10$31.53M20.4%
11–25$39.57M25.6%
Rest$57.94M37.4%
Top 3 weight
16.6%
Top 10 weight
37.0%
Voting Authority Distribution
Total shares with voting rights: 1.18M
Sole
Full voting authority
1.18M
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)
Sole104
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings104
Rows:
APPLE INC
SOLEShares35.89K
TypeSH
Market value$9.14M
5.91%
Sole
35.89K
Shared
0.00
None
0.00
MICROSOFT CORP
SOLEShares16.21K
TypeSH
Market value$8.39M
5.43%
Sole
16.21K
Shared
0.00
None
0.00
SELECT SECTOR SPDR TR
SOLEShares28.89K
TypeSH
Market value$8.14M
5.26%
Sole
28.89K
Shared
0.00
None
0.00
SELECT SECTOR SPDR TR
SOLEShares48.05K
TypeSH
Market value$5.69M
3.68%
Sole
48.05K
Shared
0.00
None
0.00
VANECK ETF TRUST
SOLEShares15.04K
TypeSH
Market value$4.91M
3.17%
Sole
15.04K
Shared
0.00
None
0.00
GOLDMAN SACHS GROUP INC
SOLEShares5.72K
TypeSH
Market value$4.56M
2.95%
Sole
5.72K
Shared
0.00
None
0.00
COSTCO WHSL CORP NEW
SOLEShares4.68K
TypeSH
Market value$4.33M
2.80%
Sole
4.68K
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares17.13K
TypeSH
Market value$4.16M
2.69%
Sole
17.13K
Shared
0.00
None
0.00
HOME DEPOT INC
SOLEShares10.22K
TypeSH
Market value$4.14M
2.68%
Sole
10.22K
Shared
0.00
None
0.00
JPMORGAN CHASE & CO.
SOLEShares11.85K
TypeSH
Market value$3.74M
2.41%
Sole
11.85K
Shared
0.00
None
0.00
ABBVIE INC
SOLEShares15.81K
TypeSH
Market value$3.66M
2.37%
Sole
15.81K
Shared
0.00
None
0.00
SELECT SECTOR SPDR TR
SOLEShares14.13K
TypeSH
Market value$3.39M
2.19%
Sole
14.13K
Shared
0.00
None
0.00
INVESCO EXCHANGE TRADED FD T
SOLEShares21.70K
TypeSH
Market value$3.37M
2.18%
Sole
21.70K
Shared
0.00
None
0.00
NEXTERA ENERGY INC
SOLEShares37.63K
TypeSH
Market value$2.84M
1.84%
Sole
37.63K
Shared
0.00
None
0.00
CATERPILLAR INC
SOLEShares5.88K
TypeSH
Market value$2.81M
1.82%
Sole
5.88K
Shared
0.00
None
0.00
MASTERCARD INCORPORATED
SOLEShares4.92K
TypeSH
Market value$2.80M
1.81%
Sole
4.92K
Shared
0.00
None
0.00
RTX CORPORATION
SOLEShares16.51K
TypeSH
Market value$2.76M
1.79%
Sole
16.51K
Shared
0.00
None
0.00
LOCKHEED MARTIN CORP
SOLEShares4.98K
TypeSH
Market value$2.49M
1.61%
Sole
4.98K
Shared
0.00
None
0.00
THERMO FISHER SCIENTIFIC INC
SOLEShares4.90K
TypeSH
Market value$2.38M
1.54%
Sole
4.90K
Shared
0.00
None
0.00
ABBOTT LABS
SOLEShares17.71K
TypeSH
Market value$2.37M
1.53%
Sole
17.71K
Shared
0.00
None
0.00
CHEVRON CORP NEW
SOLEShares14.54K
TypeSH
Market value$2.26M
1.46%
Sole
14.54K
Shared
0.00
None
0.00
PROCTER AND GAMBLE CO
SOLEShares14.15K
TypeSH
Market value$2.17M
1.41%
Sole
14.15K
Shared
0.00
None
0.00
DUKE ENERGY CORP NEW
SOLEShares17.24K
TypeSH
Market value$2.13M
1.38%
Sole
17.24K
Shared
0.00
None
0.00
UNION PAC CORP
SOLEShares8.79K
TypeSH
Market value$2.08M
1.34%
Sole
8.79K
Shared
0.00
None
0.00
AMAZON COM INC
SOLEShares9.40K
TypeSH
Market value$2.06M
1.33%
Sole
9.40K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
APPLE INCSOLE | COM | 35.89K | SH | $9.14M 5.91% | 35.89K | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 16.21K | SH | $8.39M 5.43% | 16.21K | 0.00 | 0.00 |
SELECT SECTOR SPDR TRSOLE | TECHNOLOGY | 28.89K | SH | $8.14M 5.26% | 28.89K | 0.00 | 0.00 |
SELECT SECTOR SPDR TRSOLE | COMMUNICATION | 48.05K | SH | $5.69M 3.68% | 48.05K | 0.00 | 0.00 |
VANECK ETF TRUSTSOLE | SEMICONDUCTR ETF | 15.04K | SH | $4.91M 3.17% | 15.04K | 0.00 | 0.00 |
GOLDMAN SACHS GROUP INCSOLE | COM | 5.72K | SH | $4.56M 2.95% | 5.72K | 0.00 | 0.00 |
COSTCO WHSL CORP NEWSOLE | COM | 4.68K | SH | $4.33M 2.80% | 4.68K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL A | 17.13K | SH | $4.16M 2.69% | 17.13K | 0.00 | 0.00 |
HOME DEPOT INCSOLE | COM | 10.22K | SH | $4.14M 2.68% | 10.22K | 0.00 | 0.00 |
JPMORGAN CHASE & CO.SOLE | COM | 11.85K | SH | $3.74M 2.41% | 11.85K | 0.00 | 0.00 |
ABBVIE INCSOLE | COM | 15.81K | SH | $3.66M 2.37% | 15.81K | 0.00 | 0.00 |
SELECT SECTOR SPDR TRSOLE | SBI CONS DISCR | 14.13K | SH | $3.39M 2.19% | 14.13K | 0.00 | 0.00 |
INVESCO EXCHANGE TRADED FD TSOLE | AEROSPACE DEFN | 21.70K | SH | $3.37M 2.18% | 21.70K | 0.00 | 0.00 |
NEXTERA ENERGY INCSOLE | COM | 37.63K | SH | $2.84M 1.84% | 37.63K | 0.00 | 0.00 |
CATERPILLAR INCSOLE | COM | 5.88K | SH | $2.81M 1.82% | 5.88K | 0.00 | 0.00 |
MASTERCARD INCORPORATEDSOLE | CL A | 4.92K | SH | $2.80M 1.81% | 4.92K | 0.00 | 0.00 |
RTX CORPORATIONSOLE | COM | 16.51K | SH | $2.76M 1.79% | 16.51K | 0.00 | 0.00 |
LOCKHEED MARTIN CORPSOLE | COM | 4.98K | SH | $2.49M 1.61% | 4.98K | 0.00 | 0.00 |
THERMO FISHER SCIENTIFIC INCSOLE | COM | 4.90K | SH | $2.38M 1.54% | 4.90K | 0.00 | 0.00 |
ABBOTT LABSSOLE | COM | 17.71K | SH | $2.37M 1.53% | 17.71K | 0.00 | 0.00 |
CHEVRON CORP NEWSOLE | COM | 14.54K | SH | $2.26M 1.46% | 14.54K | 0.00 | 0.00 |
PROCTER AND GAMBLE COSOLE | COM | 14.15K | SH | $2.17M 1.41% | 14.15K | 0.00 | 0.00 |
DUKE ENERGY CORP NEWSOLE | COM NEW | 17.24K | SH | $2.13M 1.38% | 17.24K | 0.00 | 0.00 |
UNION PAC CORPSOLE | COM | 8.79K | SH | $2.08M 1.34% | 8.79K | 0.00 | 0.00 |
AMAZON COM INCSOLE | COM | 9.40K | SH | $2.06M 1.33% | 9.40K | 0.00 | 0.00 |
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