ORLEANS CAPITAL MANAGEMENT CORP/LA
Registered adviserRegulatory profile
From Form ADV, the SEC filer profile, 13D/13G type codes and N-CEN, never from the name.
| Rosters | Regulatory AUM | Main clients |
|---|---|---|
| Apr 2026 to Oct 2026 | $2,126,643,309 | Governments and sovereign funds (81%) |
| Apr 2025 to Mar 2026 | $1,579,097,376 | Governments and sovereign funds (66%) |
| Feb 2024 to Mar 2025 | $1,594,350,069 | Governments and sovereign funds (67%) |
| May 2023 to Jan 2024 | $1,326,186,437 | Governments and sovereign funds (62%) |
| Apr 2023 | $1,326,186,437 | Governments and sovereign funds (62%) |
| Apr 2022 to Mar 2023 | $1,637,636,324 | Governments and sovereign funds (66%) |
Portfolio style
Measured from the filed 13F common-share book for Jun 30, 2026, never from the firm's own description.
Closest benchmark: every 13F filer's combined book, active share 59.9%; sector active share 20.4% against the combined 13F book's sector weights.
Over time 26 measured quarters
How the bands are measured
Style bands measure the filed 13F common-share book each closed quarter, tested in this order. Unknown: under $10,000,000 of valued equity or 5 stocks. Index-like (100+ stocks): active share of 20% or less against the closest benchmark, which is the S&P 500, S&P MidCap 400, S&P SmallCap 600, Russell 1000, Russell 2000, Nasdaq-100 or Dow Jones Industrial Average (weighted by an index-tracking fund's reported holdings or the index's constituents nearest the quarter end, over the names resolved to companies, and only when those are 90%+ of its weight) or every 13F filer's combined book, or index series holding 80%+ of the registered fund assets it advises (N-CEN) and equal to 50%+ of its book. Systematic-like: 500+ stocks, 100%+ annual turnover and a top 10 weight of 25% or less. Concentrated: a top 10 weight of 60%+ or 12 or fewer effective positions. Diversified active: none of these. Turnover is the smaller of buys and sells over average equity value, summed over four quarters: low under 30%, high 100%+. Horizon is the value-weighted number of quarters each position has been held: short under 4, long 12+.
Clone Performance
Build a hypothetical price-return history from this filer's public 13F holdings.
View clone backtestPortfolio Concentration
122 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026Portfolio Trend
Sector Breakdown
As of Jun 30, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Unclassified | 26.9% | $52,106,154 |
| Technology | 20.5% | $39,681,733 |
| Financial Services | 15.0% | $29,063,504 |
| Industrials | 7.9% | $15,365,131 |
| Healthcare | 7.5% | $14,534,411 |
| Communication Services | 6.1% | $11,883,899 |
| Energy | 4.6% | $8,847,410 |
| Consumer Cyclical | 4.1% | $7,846,880 |
| Consumer Defensive | 4.0% | $7,704,485 |
| Utilities | 2.9% | $5,690,677 |
| Basic Materials | 0.5% | $938,762 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| VGT | VANGUARD INFORMATION TECHNOLOGY INDEX FUND | +14,861 | 16,984 | $2,029,927 | |
| NEE | Nextera Energy Inc | +4,080 | 39,099 | $3,431,719 | |
| WMT | Walmart Inc. | +4,002 | 5,832 | $660,532 | |
| GILD | Gilead Sciences, Inc. | +3,334 | 14,186 | $1,792,259 | |
| ABBV | AbbVie Inc. | +2,966 | 18,649 | $4,692,834 | |
| GOOG | Alphabet Inc. | +2,772 | 5,816 | $2,054,967 | |
| AAPL | Apple Inc. | +2,700 | 36,031 | $10,425,930 | |
| JPM | Jpmorgan Chase & Co | +2,520 | 15,111 | $4,946,283 | |
| AMZN | Amazon Com Inc | +2,359 | 15,608 | $3,720,010 | |
| MSFT | Microsoft Corp | +2,058 | 17,252 | $6,435,341 | |
| JNJ | Johnson & Johnson | +2,004 | 8,380 | $2,128,268 | |
| MET | Metlife Inc | +1,736 | 13,731 | $1,161,779 | |
| CVX | Chevron Corp | +1,717 | 15,206 | $2,520,546 | |
| MU | Micron Technology Inc | +1,698 | 3,108 | $3,587,533 | |
| XOM | ExxonMobil Holdings Corp | +1,566 | 2,801 | $382,952 | |
| PG | PROCTER & GAMBLE Co | +1,505 | 14,034 | $2,057,945 | |
| VZ | Verizon Communications Inc | +1,478 | 20,898 | $884,821 | |
| VLO | Valero Energy Corp | +1,277 | 13,311 | $3,466,716 | |
| META | Meta Platforms, Inc. | +1,234 | 5,204 | $2,931,361 | |
| HD | Home Depot, Inc. | +724 | 9,780 | $3,449,210 | |
| MCHP | Microchip Technology Inc | +700 | 11,706 | $1,067,587 | |
| V | Visa Inc. | +677 | 2,774 | $951,731 | |
| ABT | Abbott Laboratories | +620 | 16,561 | $1,502,745 | |
| UNP | Union Pacific Corp | +550 | 8,733 | $2,375,376 | |
| GLW | Corning Inc | +540 | 11,758 | $3,003,345 | |
| No positions match the current search. | |||||
Trimmed
Positions the filer reduced| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| IHI | iShares U.S. Medical Devices ETF | −3,845 | 23,055 | $1,139,147 | |
| VCSH | VANGUARD SHORT-TERM CORPORATE BOND INDEX FUND | −2,731 | 3,350 | $264,750 | |
| COP | Conocophillips | −2,470 | 8,705 | $904,971 | |
| EPD | Enterprise Products Partners L.P. | −1,400 | 42,770 | $1,572,225 | |
| DUK | Duke Energy CORP | −100 | 16,199 | $2,050,469 | |
| XLK | State Street(R) Technology Select Sector SPDR(R) ETF | −90 | 43,670 | $8,320,008 | |
| KMB | Kimberly Clark Corp | −70 | 10,483 | $1,150,718 | |
| XLV | State Street(R) Health Care Select Sector SPDR(R) ETF | −35 | 1,945 | $308,593 | |
| GOOGL | Alphabet Inc. | −30 | 16,825 | $6,012,750 | |
| No positions match the current search. | |||||
New Positions
Positions the filer opened this quarter| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| IVV | iShares Core S&P 500 ETF | 4,355 | $3,261,415 | |
| TGT | Target Corp | 14,053 | $1,835,462 | |
| IJK | iShares S&P Mid-Cap 400 Growth ETF | 14,001 | $1,645,117 | |
| VEA | Vanguard FTSE Developed Markets ETF | 13,707 | $976,623 | |
| MS | Morgan Stanley | 4,044 | $845,357 | |
| QCOM | Qualcomm Inc | 4,367 | $806,977 | |
| CSCO | Cisco Systems, Inc. | 6,727 | $790,153 | |
| AMD | Advanced Micro Devices Inc | 1,355 | $787,133 | |
| DE | Deere & Co | 1,000 | $634,330 | |
| UNH | Unitedhealth Group Inc | 1,275 | $529,928 | |
| VWO | VANGUARD EMERGING MARKETS STOCK INDEX FUND | 8,267 | $493,457 | |
| LRCX | Lam Research Corp | 1,130 | $489,662 | |
| ETN | Eaton Corp plc | 1,104 | $470,436 | |
| ORCL | Oracle Corp | 3,120 | $457,236 | |
| NSC | Norfolk Southern Corp | 1,229 | $386,631 | |
| SBUX | Starbucks Corp | 3,533 | $361,037 | |
| DHR | Danaher Corp | 1,757 | $334,673 | |
| BMY | Bristol Myers Squibb Co | 5,436 | $313,222 | |
| C | Citigroup Inc | 2,097 | $293,496 | |
| JMBS | Janus Henderson Mortgage-Backed Securities ETF | 6,234 | $280,467 | |
| IBM | International Business Machines Corp | 911 | $256,182 | |
| D | Dominion Energy, Inc | 3,053 | $208,489 | |
| No positions match the current search. | ||||
Sold Out
Positions the filer fully exited| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| TSCO | Tractor Supply Co | 19,336 | $875,920 | |
| PGR | Progressive Corp | 2,040 | $404,409 | |
| VOE | VANGUARD MID-CAP VALUE INDEX FUND | 1,675 | $308,669 | |
| VOT | VANGUARD MID-CAP GROWTH INDEX FUND | 1,075 | $276,651 | |
| VO | VANGUARD MID-CAP INDEX FUND | 900 | $258,462 | |
| — | 2,300 | $245,364 | ||
| No positions match the current search. | ||||
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
Added | 36,031 | $10,425,930 | 5.38% | |
| XLK |
State Street(R) Technology Select Sector SPDR(R) ETF
|
Reduced | 43,670 | $8,320,008 | 4.30% | |
| SMH |
VanEck Semiconductor ETF
|
Added | 10,881 | $7,136,739 | 3.69% | |
| MSFT |
Microsoft Corp
Technology
|
Added | 17,252 | $6,435,341 | 3.32% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
Reduced | 16,825 | $6,012,750 | 3.10% | |
| CAT |
Caterpillar Inc
Industrials
|
Added | 5,091 | $5,421,405 | 2.80% | |
| GS |
Goldman Sachs Group Inc
Financial Services
|
Added | 5,263 | $5,322,840 | 2.75% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
Added | 15,111 | $4,946,283 | 2.55% | |
| ABBV |
AbbVie Inc.
Healthcare
|
Added | 18,649 | $4,692,834 | 2.42% | |
| SPY |
Spdr S&P 500 ETF Trust
|
Held | 6,035 | $4,506,756 | 2.33% | |
| XLC |
State Street(R) Communication Services Select Sector SPDR(R) ETF
|
Held | 37,930 | $4,063,440 | 2.10% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
Added | 15,608 | $3,720,010 | 1.92% | |
| MU |
Micron Technology Inc
Technology
|
Added | 3,108 | $3,587,533 | 1.85% | |
| VLO |
Valero Energy Corp
Energy
|
Added | 13,311 | $3,466,716 | 1.79% | |
| HD |
Home Depot, Inc.
Consumer Cyclical
|
Added | 9,780 | $3,449,210 | 1.78% | |
| NEE |
Nextera Energy Inc
Utilities
|
Added | 39,099 | $3,431,719 | 1.77% | |
| TSM |
Taiwan Semiconductor Manufacturing Co Ltd
Technology
|
Added | 6,906 | $3,298,098 | 1.70% | |
| IVV |
iShares Core S&P 500 ETF
|
NEW | 4,355 | $3,261,415 | 1.68% | |
| TXN |
Texas Instruments Inc
Technology
|
Added | 10,080 | $3,004,545 | 1.55% | |
| GLW |
Corning Inc
Technology
|
Added | 11,758 | $3,003,345 | 1.55% | |
| META |
Meta Platforms, Inc.
Communication Services
|
Added | 5,204 | $2,931,361 | 1.51% | |
| PPA |
Victory Portfolios II
|
Held | 16,076 | $2,839,825 | 1.47% | |
| XLY |
State Street(R) Consumer Discretionary Select Sector SPDR(R) ETF
|
Held | 24,002 | $2,814,954 | 1.45% | |
| RTX |
RTX Corp
Industrials
|
Held | 14,655 | $2,780,493 | 1.44% | |
| CVX |
Chevron Corp
Energy
|
Added | 15,206 | $2,520,546 | 1.30% | |
| LMT |
Lockheed Martin Corp
Industrials
|
Added | 4,926 | $2,509,599 | 1.30% | |
| AVGO |
Broadcom Inc.
Technology
|
Added | 6,534 | $2,468,218 | 1.27% | |
| MA |
Mastercard Inc
Financial Services
|
Held | 4,763 | $2,446,276 | 1.26% | |
| UNP |
Union Pacific Corp
Industrials
|
Added | 8,733 | $2,375,376 | 1.23% | |
| TMO |
Thermo Fisher Scientific Inc.
Healthcare
|
Held | 4,305 | $2,158,354 | 1.11% | |
| HSBC |
Hsbc Holdings PLC
Financial Services
|
Held | 22,528 | $2,142,187 | 1.11% | |
| JNJ |
Johnson & Johnson
Healthcare
|
Added | 8,380 | $2,128,268 | 1.10% | |
| PG |
PROCTER & GAMBLE Co
Consumer Defensive
|
Added | 14,034 | $2,057,945 | 1.06% | |
| GOOG |
Alphabet Inc.
Communication Services
|
Added | 5,816 | $2,054,967 | 1.06% | |
| DUK |
Duke Energy CORP
Utilities
|
Reduced | 16,199 | $2,050,469 | 1.06% | |
| VGT |
VANGUARD INFORMATION TECHNOLOGY INDEX FUND
|
Added | 16,984 | $2,029,927 | 1.05% | |
| TGT |
Target Corp
Consumer Defensive
|
NEW | 14,053 | $1,835,462 | 0.95% | |
| GILD |
Gilead Sciences, Inc.
Healthcare
|
Added | 14,186 | $1,792,259 | 0.93% | |
| IJK |
iShares S&P Mid-Cap 400 Growth ETF
|
NEW | 14,001 | $1,645,117 | 0.85% | |
| BLK |
BlackRock, Inc.
Financial Services
|
Added | 1,704 | $1,638,498 | 0.85% | |
| EPD |
Enterprise Products Partners L.P.
Energy
|
Reduced | 42,770 | $1,572,225 | 0.81% | |
| ABT |
Abbott Laboratories
Healthcare
|
Added | 16,561 | $1,502,745 | 0.78% | |
| BRK-A |
Berkshire Hathaway Inc
Financial Services
|
Held | 2 | $1,497,700 | 0.77% | |
| COST |
Costco Wholesale Corp
Consumer Defensive
|
Held | 1,524 | $1,425,656 | 0.74% | |
| NLR |
VanEck Uranium and Nuclear ETF
|
Held | 12,266 | $1,422,610 | 0.73% | |
| MSI |
Motorola Solutions, Inc.
Technology
|
Added | 3,036 | $1,260,820 | 0.65% | |
| IEFA |
iShares Core MSCI EAFE ETF
|
Held | 12,956 | $1,251,290 | 0.65% | |
| PNC |
Pnc Financial Services Group, Inc.
Financial Services
|
Added | 4,845 | $1,192,935 | 0.62% | |
| MET |
Metlife Inc
Financial Services
|
Added | 13,731 | $1,161,779 | 0.60% | |
| AMAT |
Applied Materials Inc
Technology
|
Held | 1,600 | $1,156,800 | 0.60% |
Showing the top 50 of 122 positions. Create a free account to see every position, past quarters, search, filters and CSV export.
Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.