Filed: 8/12/2026ACC: 0001013234-26-000003
📋 What this filing means
ORLEANS CAPITAL MANAGEMENT CORP/LA filed this quarterly 13F‑HR report disclosing 122 equity positions with a total reported market value of $193.66M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
122
Positions
$193.66M
Total AUM (reported)
1.25M
Total Shares
Allocation by class
COM$111.34M57.5%
STATE STREET TEC$8.32M4.3%
SEMICONDUCTR ETF$7.14M3.7%
CL A$6.88M3.6%
CAP STK CL A$6.01M3.1%
COM NEW$4.94M2.6%
TR UNIT$4.51M2.3%
Portfolio Concentration
Top 3$25.88M13.4%
4–10$37.34M19.3%
11–25$48.17M24.9%
Rest$82.27M42.5%
Top 3 weight
13.4%
Top 10 weight
32.6%
Voting Authority Distribution
Total shares with voting rights: 1.25M
Sole
Full voting authority
1.25M
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)
Sole122
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings122
Rows:
APPLE INC
SOLEShares36.03K
TypeSH
Market value$10.43M
5.38%
Sole
36.03K
Shared
0.00
None
0.00
SELECT SECTOR SPDR TR
SOLEShares43.67K
TypeSH
Market value$8.32M
4.30%
Sole
43.67K
Shared
0.00
None
0.00
VANECK ETF TRUST
SOLEShares10.88K
TypeSH
Market value$7.14M
3.69%
Sole
10.88K
Shared
0.00
None
0.00
MICROSOFT CORP
SOLEShares17.25K
TypeSH
Market value$6.44M
3.32%
Sole
17.25K
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares16.82K
TypeSH
Market value$6.01M
3.10%
Sole
16.82K
Shared
0.00
None
0.00
CATERPILLAR INC
SOLEShares5.09K
TypeSH
Market value$5.42M
2.80%
Sole
5.09K
Shared
0.00
None
0.00
GOLDMAN SACHS GROUP INC
SOLEShares5.26K
TypeSH
Market value$5.32M
2.75%
Sole
5.26K
Shared
0.00
None
0.00
JPMORGAN CHASE & CO
SOLEShares15.11K
TypeSH
Market value$4.95M
2.55%
Sole
15.11K
Shared
0.00
None
0.00
ABBVIE INC
SOLEShares18.65K
TypeSH
Market value$4.69M
2.42%
Sole
18.65K
Shared
0.00
None
0.00
STATE STR SPDR S&P 500 ETF T
SOLEShares6.04K
TypeSH
Market value$4.51M
2.33%
Sole
6.04K
Shared
0.00
None
0.00
SELECT SECTOR SPDR TR
SOLEShares37.93K
TypeSH
Market value$4.06M
2.10%
Sole
37.93K
Shared
0.00
None
0.00
AMAZON COM INC
SOLEShares15.61K
TypeSH
Market value$3.72M
1.92%
Sole
15.61K
Shared
0.00
None
0.00
MICRON TECHNOLOGY INC
SOLEShares3.11K
TypeSH
Market value$3.59M
1.85%
Sole
3.11K
Shared
0.00
None
0.00
VALERO ENERGY CORP
SOLEShares13.31K
TypeSH
Market value$3.47M
1.79%
Sole
13.31K
Shared
0.00
None
0.00
HOME DEPOT INC
SOLEShares9.78K
TypeSH
Market value$3.45M
1.78%
Sole
9.78K
Shared
0.00
None
0.00
NEXTERA ENERGY INC
SOLEShares39.10K
TypeSH
Market value$3.43M
1.77%
Sole
39.10K
Shared
0.00
None
0.00
TAIWAN SEMICONDUCTOR MANUFAC
SOLEShares6.91K
TypeSH
Market value$3.30M
1.70%
Sole
6.91K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares4.36K
TypeSH
Market value$3.26M
1.68%
Sole
4.36K
Shared
0.00
None
0.00
TEXAS INSTRS INC
SOLEShares10.08K
TypeSH
Market value$3.00M
1.55%
Sole
10.08K
Shared
0.00
None
0.00
CORNING INC
SOLEShares11.76K
TypeSH
Market value$3.00M
1.55%
Sole
11.76K
Shared
0.00
None
0.00
META PLATFORMS INC
SOLEShares5.20K
TypeSH
Market value$2.93M
1.51%
Sole
5.20K
Shared
0.00
None
0.00
INVESCO EXCHANGE TRADED FD T
SOLEShares16.08K
TypeSH
Market value$2.84M
1.47%
Sole
16.08K
Shared
0.00
None
0.00
SELECT SECTOR SPDR TR
SOLEShares24K
TypeSH
Market value$2.81M
1.45%
Sole
24K
Shared
0.00
None
0.00
RTX CORPORATION
SOLEShares14.65K
TypeSH
Market value$2.78M
1.44%
Sole
14.65K
Shared
0.00
None
0.00
CHEVRON CORPORATION
SOLEShares15.21K
TypeSH
Market value$2.52M
1.30%
Sole
15.21K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
APPLE INCSOLE | COM | 36.03K | SH | $10.43M 5.38% | 36.03K | 0.00 | 0.00 |
SELECT SECTOR SPDR TRSOLE | STATE STREET TEC | 43.67K | SH | $8.32M 4.30% | 43.67K | 0.00 | 0.00 |
VANECK ETF TRUSTSOLE | SEMICONDUCTR ETF | 10.88K | SH | $7.14M 3.69% | 10.88K | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 17.25K | SH | $6.44M 3.32% | 17.25K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL A | 16.82K | SH | $6.01M 3.10% | 16.82K | 0.00 | 0.00 |
CATERPILLAR INCSOLE | COM | 5.09K | SH | $5.42M 2.80% | 5.09K | 0.00 | 0.00 |
GOLDMAN SACHS GROUP INCSOLE | COM | 5.26K | SH | $5.32M 2.75% | 5.26K | 0.00 | 0.00 |
JPMORGAN CHASE & COSOLE | COM | 15.11K | SH | $4.95M 2.55% | 15.11K | 0.00 | 0.00 |
ABBVIE INCSOLE | COM | 18.65K | SH | $4.69M 2.42% | 18.65K | 0.00 | 0.00 |
STATE STR SPDR S&P 500 ETF TSOLE | TR UNIT | 6.04K | SH | $4.51M 2.33% | 6.04K | 0.00 | 0.00 |
SELECT SECTOR SPDR TRSOLE | STATE STREET COM | 37.93K | SH | $4.06M 2.10% | 37.93K | 0.00 | 0.00 |
AMAZON COM INCSOLE | COM | 15.61K | SH | $3.72M 1.92% | 15.61K | 0.00 | 0.00 |
MICRON TECHNOLOGY INCSOLE | COM | 3.11K | SH | $3.59M 1.85% | 3.11K | 0.00 | 0.00 |
VALERO ENERGY CORPSOLE | COM | 13.31K | SH | $3.47M 1.79% | 13.31K | 0.00 | 0.00 |
HOME DEPOT INCSOLE | COM | 9.78K | SH | $3.45M 1.78% | 9.78K | 0.00 | 0.00 |
NEXTERA ENERGY INCSOLE | COM | 39.10K | SH | $3.43M 1.77% | 39.10K | 0.00 | 0.00 |
TAIWAN SEMICONDUCTOR MANUFACSOLE | SPONSORED ADS | 6.91K | SH | $3.30M 1.70% | 6.91K | 0.00 | 0.00 |
ISHARES TRSOLE | CORE S&P500 ETF | 4.36K | SH | $3.26M 1.68% | 4.36K | 0.00 | 0.00 |
TEXAS INSTRS INCSOLE | COM | 10.08K | SH | $3.00M 1.55% | 10.08K | 0.00 | 0.00 |
CORNING INCSOLE | COM | 11.76K | SH | $3.00M 1.55% | 11.76K | 0.00 | 0.00 |
META PLATFORMS INCSOLE | CL A | 5.20K | SH | $2.93M 1.51% | 5.20K | 0.00 | 0.00 |
INVESCO EXCHANGE TRADED FD TSOLE | AEROSPACE DEFN | 16.08K | SH | $2.84M 1.47% | 16.08K | 0.00 | 0.00 |
SELECT SECTOR SPDR TRSOLE | STATE STREET CON | 24K | SH | $2.81M 1.45% | 24K | 0.00 | 0.00 |
RTX CORPORATIONSOLE | COM | 14.65K | SH | $2.78M 1.44% | 14.65K | 0.00 | 0.00 |
CHEVRON CORPORATIONSOLE | COM | 15.21K | SH | $2.52M 1.30% | 15.21K | 0.00 | 0.00 |
Page 1 of 5
…