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| Happy Holidays!! thanks for using AUM13F!! |
| Orion Investment Co
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| CRD # | 110867 |
| SEC # | 801-32212 |
| CIK # | 0002033920, 0001560449 |
| AUM | $443.5 M (2025-06-26) |
| Employees | 6 (50% Investors, 83% Brokers) |
| Phone | 314-725-3800 |
| Address | 7800 Forsyth Blvd St Louis, MO 63105 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0002033920 0001560449 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Microsoft Corp | 52.4 | ||
| Qualcomm Inc/DE | 19.3 | ||
| Palantir Technologies Inc | 18.3 | ||
| Regeneron Pharmaceuticals Inc | 15.9 | ||
| DMY Technology Group Inc III | 11.7 | ||
| Parker Hannifin Corp | 9.6 | ||
| Procter & Gamble Co | 9.4 | ||
| Exxon Mobil Corp | 9.1 | ||
| Abbott Laboratories | 8.7 | ||
| ISIS Pharmaceuticals Inc | 8.6 | ||
| Cummins Inc | 7.4 | ||
| FPL Group Inc | 7.1 | ||
| Hershey Co | 6.2 | ||
| General Dynamics Corp | 5.8 | ||
| Shopify Inc | 5.1 | ||
| Royal Gold Inc | 4.8 | ||
| Biogen IDEC Inc | 4.1 | ||
| Genesis Biopharma Inc | 4.0 | ||
| Canadian National Railway Co | 3.5 | ||
| Intel Corp | 3.4 | ||
| Cameco Corp | 3.4 | ||
| ASML Holding NV | 3.2 | ||
| Cadence Design Systems Inc | 3.2 | ||
| Huntington Ingalls Industries Inc | 3.0 | ||
| Apple Inc | 2.9 | ||
| Atmos Energy Corp | 2.4 | ||
| Equifax Inc | 2.3 | ||
| ServiceNow Inc | 2.3 | ||
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| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 277 | 29.8 |
| (b) Individuals (high net worth individuals) | 350 | 404.8 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 5.6 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 6 | 3.3 |
| (n) Other | 0 | 0.0 |
| Total | 634 | 443.5 |
| By Discretionary | ||
| Discretionary | 614 | 426.1 |
| Non-Discretionary | 20 | 17.4 |
| Total | 634 | 443.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.3 | |
| United States Persons | 443.2 | |
| Total | 634 | 443.5 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 10-K | [0001560449] | |
| 10-Q | [0001560449] | |
| 8-K | [0001560449] | |
| D | [0001560449] | |
| 13F-HR | [0002033920] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
DST Wealth Management LLC
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|
CA | 0.4 |
|
Matson Financial Advisors Inc
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|
CT | 0.4 |
|
Worley Erhart-Graves Financial Advisors Inc
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|
IN | 0.4 |
|
Hendley & Co Inc
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|
OH | 0.4 |
|
Pine Harbor Wealth Management LLC
✚
|
VA | 0.4 |
|
Compass Financial Advisory Services LLC
✚
|
FL | 0.4 |
|
Pathway Financial Advisers LLC
✚
|
IN | 0.4 |
|
Cahill Wealth Management LLC
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|
MI | 0.4 |
|
Bemanaged Financial Services Inc
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|
MI | 0.4 |
|
McCollum Christoferson Group LLC
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|
NY | 0.4 |