ORLEANS CAPITAL MANAGEMENT CORP/LA

Q2 2026 13F-HR Holdings

Location
Mandeville, LA
Holdings as of
6/30/2026
Date filed
8/12/2026
Form type
13F-HR
Num holdings
122
Total value ($000)
$193,663
Net value change ($000)
+45,783 (31.0%)
New positions
22
Sold out positions
6
Turnover %
9.7%
Sector allocation + QoQ delta (equities-only)
Prev filing: 5/14/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q1 2026
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
IVV 3,261 NEW
MU 3,112 653.8%
SMH 3,076 75.7%
XLK 2,504 43.1%
AAPL 1,967 23.3%
CAT 1,965 56.9%
TGT 1,835 NEW
IJK 1,645 NEW
GLW 1,478 96.9%
ABBV 1,282 37.6%
Top Reduces (Value $000, Stocks/ETFs)
TSCO -876 -100.0%
COP -570 -38.6%
PGR -404 -100.0%
VOE -309 -100.0%
IHI -296 -20.6%
VOT -277 -100.0%
CVX -270 -9.7%
VO -258 -100.0%
GVI -245 -100.0%
VCSH -217 -45.0%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type