Orion Porfolio Solutions, LLC
Top Portfolio Positions
1,237 positions ·
$4,910,600,317 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
893,556 | $226,775,575 | 4.62% | |
| NVDA |
Nvidia Corp
Technology
|
1,280,125 | $223,253,799 | 4.55% | |
| MSFT |
Microsoft Corp
Technology
|
412,234 | $152,596,658 | 3.11% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
380,442 | $109,399,900 | 2.23% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
493,793 | $102,842,266 | 2.09% | |
| AVGO |
Broadcom Inc.
Technology
|
278,488 | $86,194,820 | 1.76% | |
| WMT |
Walmart Inc.
Consumer Defensive
|
551,237 | $68,507,733 | 1.40% | |
| META |
Meta Platforms, Inc.
Communication Services
|
119,510 | $68,375,255 | 1.39% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
201,029 | $59,134,690 | 1.20% | |
| JNJ |
Johnson & Johnson
Healthcare
|
226,616 | $55,394,013 | 1.13% |
Portfolio Trend
25 quarters · across all stocks
Holdings in KB
Shares Held
Position Value (USD)
19 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,937,155 | 19,424 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $2,031,748 | 23,614 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $1,754,043 | 21,156 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $1,460,686 | 17,686 | Shares | Sole | 2025-08-27 | |
| 2025-03-31 | $566,261 | 10,465 | Shares | Sole | 2025-08-01 | |
| 2024-12-31 | $608,374 | 10,692 | Shares | Sole | 2025-08-01 | |
| 2024-09-30 | $503,386 | 8,152 | Shares | Sole | 2025-07-31 | |
| 2024-06-30 | $389,023 | 6,872 | Shares | Sole | 2025-07-31 | |
| 2024-03-31 | $348,712 | 6,697 | Shares | Sole | 2025-07-31 | |
| 2023-12-31 | $276,930 | 6,694 | Shares | Sole | 2025-07-31 | |
| 2023-09-30 | $274,162 | 6,669 | Shares | Sole | 2025-07-31 | |
| 2023-06-30 | $241,659 | 6,639 | Shares | Sole | 2025-07-31 | |
| 2022-12-31 | $239,150 | 6,186 | Shares | Sole | 2023-02-06 | |
| 2022-09-30 | $203,716 | 6,759 | Shares | Sole | 2022-11-01 | |
| 2022-06-30 | $255,750 | 6,875 | Shares | Sole | 2022-07-18 | |
| 2022-03-31 | $369,691 | 7,571 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $366,602 | 7,942 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $349,560 | 7,532 | Shares | Sole | 2021-11-08 | |
| 2021-06-30 | $371,327 | 7,532 | Shares | Sole | 2021-08-03 | |
| No 13F history on record for this holder in this stock. | ||||||