1y return+22.8%S&P 500 +20.9%
3y return+55.5%S&P 500 +68.5%
5y return+59.3%S&P 500 +74.5%
10y return+181.1%S&P 500 +256.5%
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
$100 invested in its stock picks
Since June 30, 2016: $281 against $357 in the S&P 500.2
Orleans Capital Management Corp/laS&P 500 (SPY)
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| AAPLApple Inc | $10.4M | 5.4% | +8.1% |
| XLKSelect Sector Spdr Tr | $8.3M | 4.3% | |
| SMHVaneck Etf Trust | $7.1M | 3.7% | +2.7% |
| MSFTMicrosoft Corp | $6.4M | 3.3% | +13.5% |
| GOOGLAlphabet Inc | $6.0M | 3.1% | |
| CATCaterpillar Inc | $5.4M | 2.8% | +4.4% |
| GSGoldman Sachs Group Inc | $5.3M | 2.7% | +9.4% |
| JPMJpmorgan Chase & Co | $4.9M | 2.6% | +20.0% |
| ABBVAbbvie Inc | $4.7M | 2.4% | +18.9% |
| SPYState Str Spdr S&p 500 Etf T | $4.5M | 2.3% | |
| XLCSelect Sector Spdr Tr | $4.1M | 2.1% | |
| AMZNAmazon Com Inc | $3.7M | 1.9% | +17.8% |
| MUMicron Technology Inc | $3.6M | 1.9% | +120.4% |
| VLOValero Energy Corp | $3.5M | 1.8% | +10.6% |
| HDHome Depot Inc | $3.4M | 1.8% | +8.0% |
| NEENextera Energy Inc | $3.4M | 1.8% | +11.7% |
| TSMTaiwan Semiconductor Manufac | $3.3M | 1.7% | +5.9% |
| IVVIshares Tr | $3.3M | 1.7% | New |
| TXNTexas Instrs Inc | $3.0M | 1.6% | +2.0% |
| GLWCorning Inc | $3.0M | 1.6% | +4.8% |
| METAMeta Platforms Inc | $2.9M | 1.5% | +31.1% |
| PPAInvesco Exchange Traded Fd T | $2.8M | 1.5% | |
| XLYSelect Sector Spdr Tr | $2.8M | 1.5% | |
| RTXRtx Corporation | $2.8M | 1.4% | |
| CVXChevron Corporation | $2.5M | 1.3% | +12.7% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| SMHVaneck Etf Trust | June 30, 2020 | +758.5% | $7.1M |
| CATCaterpillar Inc | December 31, 2020 | +485.1% | $5.4M |
| GSGoldman Sachs Group Inc | June 30, 2020 | +411.8% | $5.3M |
| HSBCHsbc Hldgs PLC | September 30, 2022 | +264.7% | $2.1M |
| XLKSelect Sector Spdr Tr | June 30, 2020 | +264.7% | $8.3M |
| JPMJpmorgan Chase & Co | June 30, 2020 | +248.0% | $4.9M |
| VLOValero Energy Corp | December 31, 2021 | +246.8% | $3.5M |
| GOOGLAlphabet Inc | March 31, 2021 | +246.5% | $6.0M |
| VGTVanguard World Fd | June 30, 2020 | +243.1% | $2.0M |
| AAPLApple Inc | June 30, 2020 | +217.3% | $10.4M |
Sold off last quarter
- TSCOTractor Supply Co was $876K
- PGRProgressive Corp was $404K
- VOEVanguard Index Fds was $309K
- VOTVanguard Index Fds was $277K
- VOVanguard Index Fds was $258K
- GVIIshares Tr was $245K
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +12.1% | +14.8% |
| March 31, 2026 | −0.5% | −4.6% |
| December 31, 2025 | +1.5% | +2.4% |
| September 30, 2025 | +8.5% | +7.8% |
| June 30, 2025 | +5.0% | +10.5% |
| March 31, 2025 | −1.3% | −4.6% |
| December 31, 2024 | −1.5% | +2.1% |
| September 30, 2024 | +6.6% | +5.4% |
| June 30, 2024 | +3.0% | +4.0% |
| March 31, 2024 | +7.6% | +10.0% |
| December 31, 2023 | +9.1% | +11.2% |
| September 30, 2023 | −3.8% | −3.6% |
| June 30, 2023 | +3.3% | +8.3% |
| March 31, 2023 | +2.9% | +7.0% |
| December 31, 2022 | +10.1% | +7.1% |
| September 30, 2022 | −5.6% | −5.3% |
| June 30, 2022 | −13.6% | −16.5% |
| March 31, 2022 | −3.9% | −4.9% |
| December 31, 2021 | +12.0% | +10.7% |
| September 30, 2021 | −0.3% | +0.3% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Orleans Capital Management Corp/la Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1013234&type=13F-HR&dateb=&owner=include&count=40CIK 1013234
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/1013234/000101323426000003/Filed August 12, 2026 · accession 0001013234-26-000003