ORLEANS CAPITAL MANAGEMENT CORP/LA
SEC Form 13F institutional filer · CIK 0001013234
13F-HR · 69 reported holdings · 2026-03-31
Reported long-US-equity value
$0.13B
Top-10 concentration
37.8%
ORLEANS CAPITAL MANAGEMENT CORP/LA — $126M AUM allocation strategy
ORLEANS CAPITAL MANAGEMENT CORP/LA files SEC Form 13F and reports $126M of long US equity value across 69 reported holdings for 2026-03-31.
Its largest sector bet is Information Technology 11.2%, followed by Financials 10.7% and Industrials 7.1%.
The top 10 holdings account for 38% of reported value — a broadly spread portfolio. The sector and industry splits below are of the same reported value. Track quarter-over-quarter adds, trims, new positions and exits below — sourced from SEC 13F filings, public domain.
ORLEANS CAPITAL MANAGEMENT CORP/LA — latest SEC 13F insights
Reported long-US-equity value (13F AUM)
$126M
total across 69 reported holdings · 2026-03-31 · excludes shorts, cash, non-US
Top-10 concentration
38% of value
higher = narrower conviction; lower = spread / hedging
Biggest adds (shares)
+$GLW +5.04K sh · +$985K+$JNJ +4.88K sh · +$1.25M+$AVGO +3.58K sh · +$1M
Biggest trims (shares)
−$SCHW −25.7K sh · −$1.05M−$IVV −14.1K sh · −$3.62M−$SPGI −11K sh · −$1.06M
Exited to nil (held last quarter, gone now)
$IWM ($3.25M last qtr)$BSX ($510K last qtr)$MS ($239K last qtr)$XLP ($233K last qtr)$IBM ($219K last qtr)
Sector allocation (share of reported value)
each slice is a share of the reported long-US-equity value — smaller sectors and the rest of the book roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Industry allocation (share of reported value)
- Technology Hardware, Storage & Peripherals6.7%—
- Asset Management & Custody Banks4.5%—
- Systems Software4.5%—
- Aerospace & Defense4.4%—
- Interactive Media & Services3.9%—
- Investment Banking & Brokerage3.3%—
- Diversified Banks3.0%—
- Construction Machinery & Heavy Transportation Equipment2.7%—
- Other holdings67.2%—
the finer GICS cut of the same book — same denominator — smaller industries roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Top S&P 500 holdings
7 of 7 rows · sorted by Value ↓
| Ticker | Holding | Shares | Value | Δ QoQ | Weight |
|---|---|---|---|---|---|
| $AAPL | Apple Inc | 33.3K | $8.46M | -225 | 6.7% |
| $MSFT | Microsoft Corporation | 15.2K | $5.62M | -50 | 4.5% |
| $GOOG | Alphabet Inc. Class C Capital Stock | 16.9K | $4.85M | -10 | 3.9% |
| $GS | Goldman Sachs Group Inc | 4.81K | $4.07M | +17 | 3.2% |
| $JPM | JP Morgan Chase & Co | 12.6K | $3.7M | +765 | 2.9% |
| $CAT | Caterpillar Inc | 4.88K | $3.46M | -10 | 2.7% |
| $ABBV | AbbVie Inc | 15.7K | $3.41M | +0 | 2.7% |
…and 62 more holdings in the full 13F filing (top positions only shown).
SEC Form 13F data sets · public domain · 45-day filing lag · >$100M AUM managers · as reported
← All 13F filers·← QuantOrb.pro
How to read Δ QoQ — the five insight categories, and the caveats
The categories. Analysts, quants and retail traders look past total portfolio value to isolate actionable signals. Five categories matter.
Conviction & concentration shifts
New positions vs complete exits — a brand-new stock signals high conviction; a full liquidation suggests a broken thesis or tax-loss harvesting. Aggressive sizing — look at share count, not dollars: a 20% share increase during a drawdown is strong dip-buying. Concentration — a narrowing top-5/10 means conviction; spreading capital across more names means hedging.
Sector & macro allocation rotations
Aggregating Δ QoQ moves across sectors shows where smart money is leaning in or sneaking out — rotating out of growth into defensives or energy, for example. The fund's total long equity exposure quarter-over-quarter is a proxy for overall institutional risk appetite.
Crowding & smart-money consensus
When several managers initiate or expand the same stock in the same quarter, that is institutional consensus. Contrarian reads: top pickers buying hard into a beaten-down name the market is selling.
Derivative & option overlays
Reported call/put changes indicate whether managers are adding downside hedges or leveraging upside exposure. Note: a long increase may be half of a market-neutral pair trade.
Who reads this
| Retail "cloners" | High-conviction ideas to replicate ~45 days after quarter-end. |
| Corporate IR | Which funds bought or dumped the stock, before the next call. |
| Quant / algo traders | Cross-sectional factor inputs: flow, momentum, ownership. |
Four caveats before you trade on it
- 45-day lag — holdings are quarter-end; positions may already be closed.
- Long-only — 13Fs miss shorts, pair trades and cash.
- No non-US / fixed income — the picture is US equities plus options.
- Corporate actions — splits and spinoffs distort raw share deltas.
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