Orion Porfolio Solutions, LLC
Top Portfolio Positions
1,237 positions ·
$4,913,586,661 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 | 4.54% | |
| 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 | 1.75% | |
| WMT |
Walmart Inc.
Consumer Defensive
|
551,237 | $68,507,733 | 1.39% | |
| 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 PUK
Shares Held
Position Value (USD)
20 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,068,483 | 37,583 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $1,473,718 | 47,356 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $1,139,752 | 40,720 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $773,042 | 30,897 | Shares | Sole | 2025-08-27 | |
| 2025-03-31 | $359,544 | 16,723 | Shares | Sole | 2025-08-01 | |
| 2024-03-31 | $253,747 | 13,168 | Shares | Sole | 2025-07-31 | |
| 2023-12-31 | $320,810 | 14,290 | Shares | Sole | 2025-07-31 | |
| 2023-09-30 | $399,053 | 18,205 | Shares | Sole | 2025-07-31 | |
| 2023-06-30 | $621,454 | 21,944 | Shares | Sole | 2025-07-31 | |
| 2023-03-31 | $653,699 | 23,910 | Shares | Sole | 2025-07-31 | |
| 2022-12-31 | $631,298 | 22,973 | Shares | Sole | 2023-02-06 | |
| 2022-09-30 | $463,359 | 23,261 | Shares | Sole | 2022-11-01 | |
| 2022-06-30 | $1,564,804 | 62,318 | Shares | Sole | 2022-07-18 | |
| 2022-03-31 | $1,761,873 | 59,563 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $2,252,720 | 65,429 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $3,497,481 | 89,267 | Shares | Sole | 2021-11-08 | |
| 2021-06-30 | $3,298,808 | 89,267 | Shares | Sole | 2021-08-03 | |
| 2021-03-31 | $3,254,584 | 78,601 | Shares | Sole | 2021-05-12 | |
| 2020-12-31 | $381,263 | 10,644 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $2,176,891 | 78,502 | Shares | Sole | 2020-12-03 | |
| No 13F history on record for this holder in this stock. | ||||||