DOSSIER · 13F-HR · Q2 2026

ORLEANS CAPITAL MANAGEMENT CORP/LA

$194M in tracked AUM across 122 positions as of Q2 2026.

OC
CIK 0001013234 · last filed Jun 30, 2026
Total AUM
$194M
as of Q2 2026
Holdings
122
positions
Whale Score
53
53
tracked
Activity
no data
changes this Q
AI Analysis · Q2 2026

ORLEANS CAPITAL MANAGEMENT CORP/LA filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
AAPL
APPLE INC
$10M36K5.4%
02
XLK
SELECT SECTOR SPDR TR
$8M44K4.3%
03
SMH
VANECK ETF TRUST
$7M11K3.7%
04
MSFT
MICROSOFT CORP
$6M17K3.3%
05
GOOGL
ALPHABET INC
$6M17K3.1%
06
CAT
CATERPILLAR INC
$5M5K2.8%
07
GS
GOLDMAN SACHS GROUP INC
$5M5K2.7%
08
JPM
JPMORGAN CHASE & CO
$5M15K2.6%
09
ABBV
ABBVIE INC
$5M19K2.4%
10
SPY
STATE STR SPDR S&P 500 ETF T
$5M6K2.3%

Filing history

2026Q2Jun 30
$194M 31.0%
122 positionsView →
2026Q1Mar 31
$148M 8.1%
107 positionsView →
2025Q4Dec 31
$161M 4.0%
122 positionsView →
2025Q3Sep 30
$155M 17.9%
105 positionsView →
2025Q2Jun 30
$188M 10.9%
109 positionsLocked
2025Q1Mar 31
$170M 4.9%
95 positionsLocked
2024Q4Dec 31
$179M 1.6%
94 positionsLocked
2024Q3Sep 30
$176M 11.9%
94 positionsLocked
2024Q2Jun 30
$157M 3.3%
76 positionsLocked
2024Q1Mar 31
$152M 2.3%
75 positionsLocked
2023Q4Dec 31
$149M 10.6%
81 positionsLocked
2023Q3Sep 30
$135M 4.5%
77 positionsLocked
Showing 12 of 82