ORLEANS CAPITAL MANAGEMENT CORP/LA
CIK 0001013234 · MANDEVILLE, LA · Quarter end: 2026-06-30 · Filed on: 2026-08-12 · Open the SEC source ↗
Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$193.7M
2026 Q2
Positions
122
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
32.6%
Est. Net Flow (Q)
—
2026 Q2
Top Holdings
AAPL
APPLE INC
5.4%
XLK
SELECT SECTOR SPDR TR
4.3%
SMH
VANECK ETF TRUST
3.7%
MSFT
MICROSOFT CORP
3.3%
GOOGL
ALPHABET INC
3.1%
CAT
CATERPILLAR INC
2.8%
GS
GOLDMAN SACHS GROUP INC
2.7%
JPM
JPMORGAN CHASE & CO
2.6%
New / Increased
No prior quarter data
Reduced / Exited
No prior quarter data
Read the 2026-Q2 quarterly report · 13F Filing Calendar
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.