Stock Taper

ORION CAPITAL MANAGEMENT LLC

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
Arista Networks, Inc.ANET4.84K$821.88K
U.S. BancorpUSB5K$302K
Johnson & JohnsonJNJ5.1K$1.29M
First Solar, Inc.FSLR5.17K$1.22M
Capital One Financial CorporationCOF5.18K$1.04M
SoFi Technologies, Inc.SOFI5.4K$96.82K
Pinterest, Inc.PINS5.7K$119.87K
Advanced Micro Devices, Inc.AMD5.73K$3.33M
Carnival Corporation & plcCCL5.9K$168.56K
Shift4 Payments, Inc.FOUR5.93K$288.68K
RTX CorporationRTX6.36K$1.21M
Lumen Technologies, Inc.LUMN6.45K$49.57K
Morgan StanleyMS7.35K$1.54M
Veeva Systems Inc.VEEV7.91K$1.4M
Merck & Co., Inc.MRK7.92K$1.02M
JPMorgan Chase & Co.JPM8.02K$2.63M
AbbVie Inc.ABBV8.14K$2.05M
Alphabet Inc.GOOGL8.62K$3.08M
Intuitive Surgical, Inc.ISRG9.07K$3.61M
Bloom Energy CorporationBE9.61K$2.91M