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| Orion Investment Co
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|---|---|
| CRD # | 110867 |
| SEC # | 801-32212 |
| CIK # | 0001560449, 0002033920 |
| AUM | 515.4 M (2026-06-25) |
| Employees | 6 (50% Investors, 83% Brokers) |
| Fees | |
| Minimum | |
| Phone | 314-725-3800 |
| Address | 7800 Forsyth Blvd St Louis, MO 63105 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0001560449 0002033920 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Microsoft Corp | 39.6 | ||
| Regeneron Pharmaceuticals Inc | 23.8 | ||
| Palantir Technologies Inc | 19.7 | ||
| ISIS Pharmaceuticals Inc | 16.9 | ||
| Qualcomm Inc/DE | 15.6 | ||
| Parker Hannifin Corp | 12.5 | ||
| Cummins Inc | 12.3 | ||
| FPL Group Inc | 9.7 | ||
| Procter & Gamble Co | 8.6 | ||
| Hershey Co | 8.1 | ||
| DMY Technology Group Inc III | 8.0 | ||
| Royal Gold Inc | 7.6 | ||
| Biogen IDEC Inc | 7.3 | ||
| Genesis Biopharma Inc | 7.3 | ||
| ASML Holding NV | 7.1 | ||
| General Dynamics Corp | 6.8 | ||
| Intel Corp | 6.6 | ||
| Abbott Laboratories | 6.4 | ||
| Shopify Inc | 5.9 | ||
| Cameco Corp | 5.9 | ||
| Huntington Ingalls Industries Inc | 4.8 | ||
| Arrowhead Research Corp | 3.9 | ||
| Apple Inc | 3.6 | ||
| Atmos Energy Corp | 3.5 | ||
| Newmont Mining Corp /DE/ | 3.0 | ||
| Cadence Design Systems Inc | 3.0 | ||
| Merck & Co Inc | 2.5 | ||
| Supernova Partners Acquisition Co II Ltd | 2.3 | ||
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| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 277 | 28.3 |
| (b) Individuals (high net worth individuals) | 390 | 476.9 |
| (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 | 7.3 |
| (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 | 3.0 |
| (n) Other | 0 | 0.0 |
| Total | 674 | 515.4 |
| By Discretionary | ||
| Discretionary | 653 | 491.9 |
| Non-Discretionary | 21 | 23.5 |
| Total | 674 | 515.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.4 | |
| United States Persons | 515.0 | |
| Total | 674 | 515.4 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 10-K | [0001560449] | |
| 10-Q | [0001560449] | |
| 8-K | [0001560449] | |
| D | [0001560449] | |
| 13F-HR | [0002033920] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.3B |
| Serves | Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Benin Management Corp
✚
|
521.0 M | |
|
Disciplined Equity Management Inc
✚
|
FL | 521.0 M |
|
Uncommon Cents Investing LLC
✚
|
WI | 519.6 M |
|
Matson Financial Advisors Inc
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|
CT | 518.9 M |
|
The Main Street Group Ltd
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|
VA | 515.3 M |
|
Twenty-First Tailored Solutions Inc
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|
515.3 M | |
|
James T Borello & Co
✚
|
IL | 514.1 M |
|
Client 1st Advisory Group LLC
✚
|
FL | 511.5 M |
|
Robert L Bender Inc DBA Robert Bender & Associates
✚
|
CA | 510.9 M |
|
Horizon Advisory Services Inc
✚
|
NY | 510.2 M |