Orion Investment Co - Portfolio Stock Holdings

Orion Investment Co disclosed 72 stock positions in a recent SEC 13F filing. $330,187,589 of stock holdings were filed, with the largest holdings including MSFT, QCOM, and INTC. This filing represented positions held on June 30, 2026, and was filed yesterday.

We estimate the fund has a total AUM of $515,417,794 and has 6 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from high net worth individuals.