Top 50 Orleans Capital Management Corp/La Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| AAPL | APPLE INC | 5.72% | 33.3K | $8.5M | -0.67%(-225) | $49.89(+497.78%) | 2026-03-31 | |
| XLK | SELECT SECTOR SPDR TR | 3.93% | 43.8K | $5.8M | -10.51%(-5.14K) | $46.22(+288.36%) | 2026-03-31 | |
| MSFT | MICROSOFT CORP | 3.8% | 15.2K | $5.6M | -0.33%(-50) | $115.99(+252.98%) | 2026-03-31 | |
| GOOGL | ALPHABET INC | 3.28% | 16.9K | $4.8M | -0.06%(-10) | $143.68(+179.14%) | 2026-03-31 | |
| XLC | SELECT SECTOR SPDR TR | 2.84% | 37.9K | $4.2M | -11.34%(-4.85K) | $58.54(+100.07%) | 2026-03-31 | |
| GS | GOLDMAN SACHS GROUP INC | 2.75% | 4.8K | $4.1M | +0.35%(+17) | $248.27(+290.29%) | 2026-03-31 | |
| SMH | VANECK ETF TRUST | 2.75% | 10.6K | $4.1M | -14.18%(-1.75K) | $127.96(+351.95%) | 2026-03-31 | |
| SPY | STATE STR SPDR S&P 500 ETF T | 2.65% | 6.0K | $3.9M | -2.58%(-160) | $599.22(+24.86%) | 2026-03-31 | |
| JPM | JPMORGAN CHASE & CO | 2.5% | 12.6K | $3.7M | +6.47%(+765) | $144.37(+107.74%) | 2026-03-31 | |
| CAT | CATERPILLAR INC | 2.34% | 4.9K | $3.5M | -0.20%(-10) | $242.91(+278.82%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +13.35% | +45.64% |
| Top 20 Holdings Unweighted | +12.98% | +44.20% |
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