Portfolio (Quarterly) Guide ↗

ORLEANS CAPITAL MANAGEMENT CORP/LA

· CIK 0001013234

13F Portfolio $148M AUM 107 positions Filed May 14, 2026 EDGAR ↗ ← All Funds

Q1 2026 Q4 2025 · All 7 New 20 Added 22 Reduced 22 Exited

Page 2 of 2 · 22 positions

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#	Ticker	Company	Sector	Shares	Value ↓	% Port	Status
21	CMI	CUMMINS INC	Industrials	401	$205K	0.13%	SOLD
22	XLF	SELECT SECTOR SPDR TR	—	3,700	$203K	0.13%	SOLD

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Sector Allocation

Financial Services 24.5%

Technology 23.1%

Industrials 10.7%

Healthcare 10.4%

Communication Services 7.5%

Energy 6.9%

Consumer Cyclical 6.4%

Utilities 5.0%

Consumer Defensive 4.7%

Basic Materials 0.8%