Orion Capital Management LLC

All 13F Filings

Location
Coronado, CA
Most recent 13F
Q1 2026
Holdings value ($000)
290,272
Description
Website
Founded
Chairman
CEO
All SEC filings
View on sec.gov

Sector allocation over time (stocks only)

Stacked by quarter. Hover to see detailed sector breakdown for any quarter.

Quarter Date Filed Holdings Value ($000) Form Type Name
Q1 2026 5/14/2026 489 290,272 13F-HR Orion Capital Management LLC
Q4 2025 2/3/2026 498 297,445 13F-HR Orion Capital Management LLC
Q3 2025 10/31/2025 553 287,830 13F-HR Orion Capital Management LLC
Q2 2025 7/31/2025 474 262,862 13F-HR Orion Capital Management LLC
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Money flow by instrument (QoQ, ex-options)
Derivatives reported exposure ($000): 507 (0.2% of total reported value) · QoQ Δ: -614
Type Value ($000) Share % Inflow Outflow Net
Stocks 136.8 K 47.3% 0 94.18 K -94.18 K
ETFs 151.2 K 52.2% 87.29 K 0 87.29 K
Debt 1.442 K 0.5% 148 0 148
Other 0 0.0% 0 150 -150
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Fund Snapshot

Q1 2026
Latest filed
5/14/2026
Total value ($000)
290,272
Holdings
489
QoQ value change ($000)
-7,173 (-2.4%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology: sector allocation is stocks-only; instrument flow table is ex-options; options exposure is shown separately. Details.